This tab will allow you to set 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.
Using the options from this tab will determine what settings will apply to Standing Orders and how these will be generated.
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Disabling the Automatic Generation of Prebooks based on Standing Orders:
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Go to Setup > Settings > Standing Order Settings.
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Once the window pops up, select the disabled option from the filter and click on Save.
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The automatic generation of Prebooks based on SO's is now disabled.
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Enabling the Automatic Generation of Prebooks based on Standing Orders:
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Go to Setup > Settings > Standing Order Settings.
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Once the window pops up, select the Enabled option from the filter.
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At this stage, several options will be given in order to determine how the Prebooks will be created.
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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.
The user will then need to determine whether Purchase Orders should be manually or automatically generated.
Manual: Select "Manually" from the options in the filter and click on Save.
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.
The PO workflow only applies for the automatic process of generation of SOs.
Finally, the user will need to choose whether the system Should or Should not create PO'S if the SO is not completed.
Note
The system will create Prebooks and POs at the same time, but the system will calculate the vendor ship date for the purchase orders with the number of days prior to the truck date as specified for each port in the Manage Ports section or the Shipping Schedule by Vendor.
Once SO changes are made, the system allows informing the vendors (Please readStanding Order Changes Notificationfor further information). To activate this option, follow the next steps:
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Go to Setup > Settings > Standing Order Settings.
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Click on the option Enable SO Changes Notifications.
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The system allows you to skip the confirmation that appears every time a Standing Order isby clicking on the option Always Send Notifications.
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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.
SO Changes Notifications in Multilocation Companies
In the case of multilocation companies, this option can be set up 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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Standing Order Settings in Multilocation Companies
The Standing Order Settings can be set up on a per-location basis. Follow the next steps:
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Go to Setup > Settings.
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Click on the Locations tab.
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Choose the location you want to personalize.
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Click "Standing Order Settings" option in the Prebooks & SO's section.
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Set up the SO's settings based on your location's needs.
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