Orders & Credits
Management of Orders, Credits Process.
By Cristian and 2 others3 authors69 articles
- Product codes in orders show the letters PW in front of the product codeIf you need to know why a product code in an order or credit has been replaced with a PW code, the following article will guide you through.
- Un-cancel an orderIf an order has been cancelled, you can revert this within a few simple steps.
- Create a creditIf you need to create or raise a credit for missing goods or an overcharge, you can do this in a few simple steps.
- Create a balance orderIf you need to create a balance order to receipt a delivery from an order placed outside of Procure Wizard, you can do this within a few simple steps.
- Why orders go for approvalThe following article explains why order go for approval.
- View orders and credits by statusIf you need view orders or credits in a specific status, you can do this within a few simple steps.
- Approval instruction text boxIf you need to understand when the approval comments box will appear, you can do this with the information in the below article.
- Manage permission to cancel orders, credits and returnsIf you need to provide access to cancel orders or credits, you can do this within a few simple steps.
- Will my order be deliveredIf you need to check if you order has been sent to the supplier, you can do this within a few simple steps.
- Best practice for declined orders and invoicesIf you need to know the best option to deal with a decline order, the below article will provide you with the information.
- Process auto created orders and creditsIf you need to clear orders or credits from the status auto created, you can do this within a few simple steps via the orders or credits invoice or details…
- Locate an order or creditYou can find an order or credit without running a report with a couple of simple steps from several options in the order locator.
- Create a product when building the Ad hoc orderIf you need to add a product when building an Ad hoc order, you can do this within a few simple steps.
- Approve or decline an order on screenIf you need to approve or decline orders, you can do this within a couple of simple steps.
- Swap products at delivery or invoice stageIf you need to swap a product as the supplier have replaced the original with a substitution, you can do this within a few simple steps.
- Orders and credits in the status does not balanceIf you to understand why orders and credits fall into does not balance and how to action, you can do this within a few simple steps.
- Correct the minimarket, department or user within an existing order or creditIf an order has been created with the incorrect mini market, department or user, you can update this within a few simple steps.
- Search or locate orders and creditsIf you need to find an order or credit in Procure Wizard, you can do this within a few simple steps.
- Move orders between purchaser accountsIf your site has moved to another organization, the below article will outline what is possible regarding your existing orders.
- Order valuation within cost commitmentThe following article outlines when and which tab within the purchase order cost commitment will use for its values.
- Action rejected creditsIf you need review and action a rejected credit, you can do this within a few simple steps.
- Approving or declining multiple ordersIf you need to approve multiple orders in quick succession, you can do this within a few simple steps.
- Repeating a past orderIf you need to repeat a past order or add the products in from multiple past orders into a new basket, you can do this within a few simple steps.
- Supplier rejected ordersMy Supplier hasn't received my order. The order is blank that has been sent to the supplier. My supplier is saying they haven't received the order.
- Viewing the time and date a basket order was createdIf you need to view the time and date an order was created, you can do this in a couple of simple steps.
- Batch moving orders or creditsIf you need to mass move orders or credits to the completed stage, you can do this within a few simple steps.
- Viewing the cost centers on an orderIf you need to view the site, nominal, or department code set at line level within an order, you can do this within a few simple steps.
- Visibility of auto created ordersIf you need to know why and when an auto created order will appear, please review the content below.
- Create back ordersIf you need to create a back order to process a split delivery / invoice, you can do this within a few simple steps.
- Forcing an Order through the SystemPush an order through the system. Move an order from one status to another. Restrict users to move orders.
- Add a comment to an orderHow to add a comment to an Order. How to turn on - Require an Internal Reference.
- Meaning of the status awaiting delivery forced supplier approved order mean in the order’s status logYou can see the meaning of the status awaiting delivery forced supplier approved order mean in the order’s status log.
- Order contents are missing and states telephone orderIf you have created a basket and the products have been replaced with the words Telephone Order, you'll need to contact us.
- Duplicate credit numbers have been processedIf you have duplicate credit numbers that have processed, you need to contact us.
- View all related orders and credits of a single orderTo check if there are any related orders or credits to an order, you can do this will a few simple steps in the order.
- Cancel an order or creditIf you need to cancel an order or credit, you can do this within a couple of simple steps.
- Why have I not received my orderOrder has not been delivered.
- Raise an order for all sitesI need to raise an order for all sites.
- Increase the file size when uploading document in Adhoc orderIncrease the file / document size when uploading document in Adhoc order.
- Supplier not receiving ordersThe following article outlines what to do if a supplier has stated they are not receiving orders.
- Unable to process order as the supplier user has been deletedUnable to process order as the user has been deleted. User who submitted invoice is showing as deleted, how do we proceed with the invoice.
- Order approval email states the order has already been approvedOrder found as already approved. User did not approve the order. User has reported order was already approved when clicking on link to approve when they have not.
- View basket creation date on the orders details pageHow to find the basket creation date.
- Unlock order options missingUnlock order options missing from status. No option to unlock delivery on order.
- Place an Ad Hoc orderHow to place an Ad Hoc order.
- Viewing if and how an order has been sent to the supplierIf you need to view if and how an order is being sent to the supplier, you can do this withing a few simple steps.
- Splitting ordersIf you have 2 or more invoices for a single order, you can split the order within a few simple steps.
- Create back orderIf you need to create a back order to record a delivery, you can do this within a few simple steps.
- Adjusting order at pending approval stageIf you need to edit an order currently pending approval, you can do this within a few simple steps.
- Raising an Ad Hoc orderIf you need to create an ad hoc order, you can do this within a few simple steps.
- Attach documents to orders or creditsIf you need to attach documents to an order or credit, you can do this within a few simple steps.
- Updating nominal, site and department codes in an orderI need to change my nominals for an order. The nominals are incorrect, I need to change them Need to edit the site code in an order. Need to update…
- Order status awaiting invoiceThe following article explanation of the order status awaiting invoice.
- Order has no approverIf you have orders stuck in the status pending internal approval due to not having any approver, you can easily resolve this.
- Tracking an order that has failed to be received by your supplierIf you have placed an order and you have not received it, the below article will outline the next steps to investigate further.
- Error message appearing when using batch ordersIf you get an error message when using batch orders, you'll need to contact us.
- Swap products on the delivery tabYou can swap products on the delivery tab, in a few easy steps.
- Use the same invoice number twiceYou can't use the same Invoice number twice.
- View ordersTo view orders, you need to be logged in as head office.
- Orders going to the old cost commitment setupIf your orders going to the old cost commitment setup, you'll need to contact us.
- Amend the mini market, department and or user of an existing orderIf you need to change the mini market, department or user the order belongs to, you can do this within a couple of simple steps.
- Manage the ability to create credits and returnsIf you or a user is unable to create a return or credit, this can be resolved within a few simple checks.
- Locating the order management guideif you need to review the meaning, how it got there and the next required action is on any order or credit status, you can download a a full guide…
- Orders are self approving or credits are auto rejectingIf you are experiencing orders auto approving or credits auto rejecting, you can resolve this with the information in this article.
- How to Take a Copy of the Order From Procure WizardExport a copy of the order I need to send a copy of the order to the supplier How do I save a copy of the order Save PDF copy…
- Users can not place Ad Hoc OrdersUsers can not place Ad Hoc Orders. No suppliers are available when trying to create an Ad Hoc Order.
- How to create an Order using IP Scan with a Custom ProductHow to create an Order using IP Scan for a custom Product. Is it ok to use IP Scan to create a PO with a custom product that does not…
- Reinstate an order within cost commitmentIf you need to bring back an order within cost commitment, you can do this within a few simple steps.
- Order Management Process GuideAll order process status and actions