Versions Compared

Old Version 29

changes.mady.by.user Andres Toledo

Saved on

compared with

New Version Current

changes.mady.by.user Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Overview

Anchor
topofpage
topofpage

Excerpt

Standing Orders have fields for Vendor and Cost. You can leave them blank as they are optional

but, in Ui steps
sizesmall
ui-step

but in case you want to use the automated process, the information needs to be completed.

Panel
bgColor

Instructions

 Follow these steps:

#E3FCEF

Roles enabled to perform this action: Admin, Allocations, Sales Manager, Sales, and Procurement Manager.

Table of Contents

Table of Contents
minLevel1
maxLevel1
absoluteUrltrue
excludeTable of Contents

Modify Vendor and Cost Information

  1. Go to Prebooks &

SO's > Ui stepGo to the Actions column and click on the drop-down arrow to select "

  1. SOs and select Standing Order Summary.

Ui step

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

  1. Search the order you are modifying.

  2. Click on the arrow button in the Actions column.

  3. Select Edit Vendors and Costs

"titleRemember that:

  1. .

Ui step

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

Image Removed

Ui text box
sizemedium

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

Warning

  1. Enter the Vendor information.

  2. Enter the Cost.

  3. Click on Done.

Note

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.

Infotitle

Back to top

Image Added

Identify SOs that are missing Vendor or Costs

You can tell which SOs are missing Vendor or Cost information

  • Missing Vendor or Cost information. If the SO has a yellow warning on the Comments column, it is missing the vendor and/or cost information for at least one line item.

  • Complete information. All fields are complete if the SO has a green check mark on the Comments column.

Vendors with different

currency

currencies: When some of your

vendors

Vendors have a different currency

,

.

panel

Back to top

title
Image Added
Related Articles
Filter by label (Content by label)
showLabelsfalse
max
10
5
showSpace
sort
false
title
sort
title
title
Related Articles
cqllabel in ( "standing-orders" , "edit-standing-order" )
labelsstanding-orders edit-standing-order

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.

Image Removed
We've encountered an issue exporting this macro. Please try exporting this page again later.