Standing orders with end date
standing orders seasonal with end dates are being generated when we generate manual orders.
I think the system should cancel any order that has ended and send an email to the sales person and procurement, so that everybody is aware of the cancelation.
this will avoid sending orders to customer and getting a credit for overshipping.
Hello,
This request was just completed! You can find more information in this link about the changes made: https://learn.kometsales.com/display/public/KB/How+to+Manually+Create+Prebooks+from+Standing+Orders.
Please let us know if you have any additional questions.
Thanks,
Diana
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Hi Shawn,
My pleasure! We have added a small tip on the right-hand side of this article explaining the change:
Standing Orders Ended
Once the End By date of a Standing Order has been reached, the system will not allow generating more Prebooks or Holiday Orders for it.If you have any further questions, please con our support team :)
Thanks!
Diana -
Shawn Robare commented
Good morning Diana,
I'm not seeing any information about this change in the linked article. Could you check and let me know what I'm missing?
Thank you,
Shawn -
Daniel Uribe commented
i think that s/os that are generated manually are going to be exceptions rather than the m.o. however it shoudl defiantley not acount orders with end dates. As far as Emails to the sales person and producurement yes, i beleive that after every preorder is entered or changed by a salesperson, it should automatically email a copy of a prebook in salespersons inbox and or other emails assinged. This will save a step in then going back to summary and putting email. automatic emails that we get for other changes certainly help, it should also include end dates and prebooks.