In this article, you will learn how to create Prebooks from Standing Orders manually.
User roles: Admin, Sales Manager, Sales, Procurement Manager, and Allocations.
Table of Contents
Manually create Prebooks from a Standing Order
You can manually create Prebooks from Standing Orders without restriction regarding the starting dates, ending dates, or their recurrence.
Go to Prebooks & SO's window and select the Order Summary tab.
Search for the Standing Order by using the filters.
Select the checkbox to the left of the Standing Order.
Click on the "Generate Orders" button.
Select the Week when you wish to generate the order.
Select Regular Order in the Order Type drop-down menu.
Select Yes in the Generate Purchase Order drop-down menu.
Click on the Generate button.
Click on the Generate button in the Confirmation pop-up.
Growers are only able to confirm orders within the limit set by Users. In case changes need to be made to the order, Users can establish a limit on how many days in advance Growers can confirm a purchase order. For more information, visit: https://kometsales.atlassian.net/wiki/spaces/KB/pages/3313789/Restrict+Purchase+Order+Confirmations#Set-Order-Confirmation-Restrictions .
Verify Prebooks
To verify the Prebooks, do the following steps:
Click on the “Prebook Summary” tab in the Prebooks & SO's window.
Search for the Standing Order by using the filters.
You will see the Prebook # in the first column to the left if a Prebook was created from a Standing Order.
You can generate Prebooks manually, even if your company uses the automatic generation of Prebooks. Check if the Prebooks have been generated before using the manual option to avoid duplicating orders.
If you don't specify a date, the system will generate the order for the current week.
Manually generating Prebooks won't affect the previous configuration of the Standing Orders.
