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Overview

Excerpt

Standing Orders have fields for Vendor and Cost. You can leave them blank as they are optional but, in case you want to use the automated process, the information needs to be completed.

Instructions

 Follow these steps:

Ui steps
sizesmall


Ui step

Go to Prebooks & SO's > Standing Order Summary.


Ui step

Use the filters in order to search for the Standing Orders that you want to Edit.


Ui step

Go to the Actions column and click on the drop-down arrow to select "Edit Vendors and Costs".


Ui step

The Standing Order Details window will pop-up, enter the "Vendor", set the "Cost" and click on Done.



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Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
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cqllabel in ("standing-orders","edit-standing-order")
labelsstanding-orders edit-standing-order


Warning
titleRemember that:

Even if the cost of a product in a SO can be left blank, the system will not generate a Purchase Order with that product. However, if the cost entered is $0.00 the system will include the SO product on the PO.


Ui text box
sizemedium

(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Sales, Procurement Manager, Allocations.




You can easily identify which SO's are missing vendor or cost information:

  • If the SO has a yellow warning on the "Comments" columns, it means that the SO is missing the vendor and/or cost information for at least one line item.

  • If the SO has a green check mark on the "Comments" column, it means all of the fields were completed.