How do I edit the line on the sales order in a contract? I want to change something
Select the little red pencil to the right of ‘Sales Info’. It will open the line so you can make changes
On a contract, if I change the sales order side does it automatically change the purchase order side and vice versa?
No, the Sales Order and Purchase Order part of a contract and must be changed individually
In Purchase Order Preparation, on the Lines Tab, what does this message mean? “This purchase order is part of Contract (#). All updates to line and shipment quantity and date information must be made through the Contract screens”
This message appears because this PO is part of a contract (not a stand alone PO) any changes to line, shipment quantity and date must be done through Contracts: Select Contracts Contract Preparation Prepare Edit the PO side as needed (The same applies to Sales Order Preparation)
How do I see a product description on a contract? I want to see the product description on the PO
In Contract Lines Tab Purchase Side, click on the red pencil Lines Tab General Info Tab, the ‘Vendor’s Product’ Name is the product description on the PO
If I change something on the SO side of a Contract, will the SO document automatically show the changes?
Yes, when editing the SO side of a Contract, clicking Done will update the SO document. The same applies to the PO side of a contract
What does this message mean? (I was saving changes to a Contract) ” The process cannot access the file ‘C:VISDocumentsAndImagesSales Orders03011SalesOrder.xls’ because it is being used by another process “
This message means the MS Excel document associated with the contract was open on the desktop while you were trying to make a change. If the document is open, changes cannot be saved, the solution is to close the MS Excel document