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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

Manually mark Prebooks as completed within the Fulfillment View so that they will no longer appear in this view or the Allocations viewView. The Prebook order won't be automatically invoiced. If this option is used, everything needs to be done manually.

To do so, please follow the steps below:


Instructions


Ui steps
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Ui step

Go to Prebooks & SO's > Prebook Summary.

     2.


Ui step

 Click on the Fulfillment View link.

     3.  Under the Actions column 4.


Ui step

 Under the Billed Units column, click on the green check mark icon to mark the Prebook as completed.

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 A confirmation window will appear, click on Continue to complete the process.

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Here is how the Prebook should look like:      

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Mark Prebooks as Uncompleted 

The system allows to revert the process described above so the prebook is marked as uncompleted. To do so, hover de mouse over the Billed Units column for a line already marked as completed and click on Mark as Uncompleted. All the units in the line will be marked as uncompleted and the whole line will be highlighted in red.

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titleRelated Articles

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prebooks
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labelscqllabel in ( "mark-prebooks" , "fulfillment-view" , "prebooks" , "mark-as-uncompleted" )
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(lightbulb) Roles enabled to perform this action: Fulfillment,Admin, Sales Manager, Sales, Allocations, Procurement Manager.


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