There are two available options to postpone a Prebook: from the Add Order screen or from the Order Summary screen. Both options need to have the Sell by Units Only setting enabled. 1) Postpone a Prebook from the Add Order window:The system allows postponing a Prebook from the Items Pending to be Filled window. This option will only postpone Prebook items in units still pending to be billed. The item will be postponed for the next day.
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Go to Order Entry>>Add Order. Select the customer and click on the message that informs about Pending Prebooks. |
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Select the Prebook line (or lines) you want to postpone. Go to the Actions column (or the Actions drop-down menu) and click on Postpone. |
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When you click on Postpone, the system will ask you for a confirmation. Click on Continue. |
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Now the product has a truck date for the next day. Notice the system created a new Prebook with the same information since there were no Prebooks created yet. In case there is another Prebook with the same customer, carrier and truck date (the next date), the system will add the items postponed to that Prebook. |
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2) Postpone a Prebook from the Order Summary WindowThis option applies for Prebooks having items in units but will postpone the entire Prebook. Users can Postpone a Prebook from this option as many times as they want.
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Go to Order Entry>>Order Summary |
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Click on the number of Prebooks Pending to be billed. |
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The Prebook Order window will open. Use the available filters to find the Prebook to postpone. Click on Postpone on the Actions column. |
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A confirmation window will appear. Click on Continue to finish. |
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| In the Prebook Summary, a color indicator will appear next to the Truck date indicating that a Prebook has been postponed for 1, 2 or 3 days. - Yellow: The prebook was postponed for 1 day.
- Orange: The prebook was postponed for 2 days.
- Red: The prebook was postponed for 3 days.
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