This tab will allow you to set the up different Standing Orders options, including the automatic generation of Prebooks based on SO's and notifications on changes made on them. In Multilocation companies this should be set up on a per location basis.

1. Go to Setup > Settings > Standing Order Settings.
2. Once the window pops up, select the disabled option from the filter and click on Save.
3. The automatic generation of Prebooks based on SO's is now disabled.

1. Go to Setup > Settings > Standing Order Settings.
2. Once the window pops up, select the Enabled option from the filter.
3. At this stage, several options will be given in order to determine how the Prebooks will be created.

4. The user will need to specify the number of days prior to the truck day that the system should take into account before generating the Prebook.

   
   
   

5. The user will then need to determine whether Purchase Orders should be manually or automatically generated.
   
   

   1. Manual: Select "Manually" from the options in the filter and click on Save.

      

      
      

   2. Automatic: Select "Automatically" from the options in the filter.

      

   • Once the automatic generation of PO's for SO's is chosen, the user will need to establish whether Purchase Orders should be generated as Approved or Confirmed.

   • And sent via e-mail either: Manually or Automatically.

   • Finally, the user will need to choose whether the system Should or Should not create PO'S if the SO is not completed.
     
     

Once SO changes are made, the system allows informing the vendors (Please read Standing Order Changes Notification Notification for further information). The system also has the option of sending a copy of that email to any user you prefer. For setting up this, please go Setup>>Settings>>Standing Order Settings and enter the emails in the option SO Changes Notifications For activating this option, follow the next steps:

1. Go to Setup > Settings > Standing Order Settings.
2. Click on the option Enable SO Changes Notifications.
3. The system will allow you to skip the confirmation that appears every time a Standing Order is changed by clicking on the option Always Send Notifications.
4. You can also enter additional email addresses to copy the notifications sent to the vendor (one email per line). and enter the email address where the reply from your vendor will be sent to.

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SO Changes Notifications in Multilocation Companies

In the case of multilocation companies, this option can be setup on a per location basis. Go to Setup>>Settings. Click on the locations tab. Select the location and click on Standing Order Settings.

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 The Standing Order Setting can be set up on a per location basis. Follow the next steps:

 1. Go to Setup > Settings.

 2. Click on the Locations tab.

 3. Choose the location you want to personalize.

 4. Click  "Standing Order Settings" option in the Prebooks & SO's section.

5. Set up the SO's settings based on your location's needs.

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