{"type":"doc","content":[{"type":"layoutSection","content":[{"type":"layoutColumn","attrs":{"width":66.66},"content":[{"type":"heading","attrs":{"level":1},"content":[{"text":"Overview","type":"text"}]},{"type":"paragraph"},{"type":"bodiedExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"excerpt","parameters":{"macroParams":{"atlassian-macro-output-type":{"value":"INLINE"}},"macroMetadata":{"macroId":{"value":"260eb82c-a298-44a3-b299-a3a9b104abe1"},"schemaVersion":{"value":"1"},"title":"Excerpt"}}},"content":[{"type":"paragraph","content":[{"text":"The system allows to set up different statuses for your Prebooks, according to your team's operation. The status for Prebooks will apply for Prebooks created as of the activation of this option. 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Go to Setup>>Settings.

Click on Prebook Status, under Prebooks & SO's options.

Check the Enable Prebook Status option.

A new chart will appear where you will be able to create, edit, activate, deactivate and delete the status for the Prebooks created as of the activation of the setting.

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Only one status can have this option enabled.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Procurement Visible","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Prebooks with this status enabled will appear on purchasing screens.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Show as Ref # on PO","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Prebooks with this status enabled will be included on the Purchase Orders as Reference Number.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Show on Sales Screens","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Prebooks with this status enabled will be visible on Sales screens (Prebooks Fulfillment View, Prebooks Allocations View, ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"Prebooks in Units pending Billing","type":"text","marks":[{"type":"link","attrs":{"href":"https://kometsales.atlassian.net/wiki/spaces/KB/pages/3329693"}},{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":").","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Active","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Indicates whether the status is activated or not.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]}]}]}]},{"type":"bodiedExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"ui-step","parameters":{"macroParams":{},"macroMetadata":{"macroId":{"value":"2eebafcd-c926-4959-94e1-5da42f1ae867"},"schemaVersion":{"value":"1"},"placeholder":[{"type":"icon","data":{"url":"https://static.dg.refinedtheme.refinedwiki.com/refinedtheme-for-cloud/macro-icons/step.png"}}],"title":"Refined Step (legacy editor)"}}},"content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"Save","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":" to finish. ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":1117,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1117,"id":"63693816-f022-45cc-9114-9c9b7dc0788b","collection":"contentId-3329618","type":"file","height":898}}]}]}],"version":1},"cxhtml":"small

Go to Setup>>Settings.

Click on Prebook Status, under Prebooks & SO's options.

Click on Add new status.

Enter the status name and check the options you want to have for this status:

Default	This will be the status for Prebooks as soon as they are created. Only one status can have this option enabled.
Procurement Visible	Prebooks with this status enabled will appear on purchasing screens.
Show as Ref # on PO	Prebooks with this status enabled will be included on the Purchase Orders as Reference Number.
Show on Sales Screens	Prebooks with this status enabled will be visible on Sales screens (Prebooks Fulfillment View, Prebooks Allocations View, ).
Active	Indicates whether the status is activated or not.

Click on Save to finish.

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","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"If you click on ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"Delete","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":", a confirmation window will appear. Click on ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"Yes ","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"to finish. If you click on ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"Edit","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":", the ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"Add / Edit Prebook Status ","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"screen will open where you will be able to edit it.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]},{"type":"bodiedExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"ui-step","parameters":{"macroParams":{},"macroMetadata":{"macroId":{"value":"9d4f5388-e27f-4020-97e3-3da2f8da711e"},"schemaVersion":{"value":"1"},"placeholder":[{"type":"icon","data":{"url":"https://static.dg.refinedtheme.refinedwiki.com/refinedtheme-for-cloud/macro-icons/step.png"}}],"title":"Refined Step (legacy editor)"}}},"content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"Save","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":" to finish. 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Go to Setup>>Settings.

Click on Prebook Status, under Prebooks & SO's options.

Go to the Actions column and click on Delete/Edit. If you click on Delete, a confirmation window will appear. Click on Yes to finish. If you click on Edit, the Add / Edit Prebook Status screen will open where you will be able to edit it.

Click on Save to finish.

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