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What can I change?
What can I change?
Salespeople can change Sales orders in a number of ways through "Portal". There is however a limit to what can be changed in portal and anything you cannot change yourself through portal can often be done by either Order Management or the WHSE.
The following changes can be made in portal to "Open" orders;
"General" Window.
- Phone No. and Phone No. 2.
- Sell-to Mobile and Email.
- Referral Id.
- External Document No.
- Payment Term Code.
- Early Notification Status.
- Bill-to Name and Address Details.
*May not affect every billing address line - good to email OM also to follow up with changing invoicing details on Sales Orders.
"Shipping" Window.
- Ship-to Name, Mobile No, Email and Address details.
- Delivery Instructions 1,2,3
- Tick boxes for WHSE Pick up, Site inspection, Delivery Confirmed and Deliver on delivery docket.
"Lines"
- Items and Resources can be added or removed.
- Quantity.
- Line Amount ($ value of item)
- Location Code (whse item is coming out of.)
"Requested Delivery Date"
- Requested delivery date.
- Override tick box and reason.
- Location code.
- Shipping Agent and Service code.
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