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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. |
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| Roles enabled to perform this action: Admin, Allocations, Sales Manager, Sales, and Procurement Manager |
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Instructions
Follow these steps:Table of Contents
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Go to Prebooks & SOs and select Standing Order Summary.
Search the order you are modifying.
Click on the arrow button in the Actions column.
Select Edit Vendors and Costs.
Enter the Vendor information.
Enter the Cost.
Click on Done.
Image RemovedWarning: 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. |
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 currencies: When some of your Vendors have a different currency.
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| Related Articles | | cql | label in ( "standing-orders" , "edit-standing-order" ) |
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| labels | standing-orders edit-standing-order |
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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.
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