No, unfortunately, all document templates are managed by the VISCO technical team. Please email document template change requests to email@example.com
Provided the SO Delivery has not been shipped, it is possible to add a Unit Price. SO Menu, (type in or select the SO # from the scan) SO Change Select the Line Number you need to change Select the ‘Price & Payment Terms’ Tab The 5th field is called ‘Price’. Type the price in here. […]
If a SO is pre-allocated and I wish to allocate to different ventures does the process of allocating remove the pre-allocation status completely from the SO?
Yes, pre-allocation is removed from the SO when it is allocated against a different venture
Please see the ‘Workstation Configuration’ document in the Online Help section
I usually copy a Sales order and then adjust the quantity to one and then change the value to “0”. When I select issue, a message says ‘no shipments exist for this order’
In VISCO, something different happens when you copy a sales order. In SO Assign at the bottom left (down by the assign button) there is a Future Order Checkbox. When you copy a sales order this box gets automatically checked -the system assumes you’re entering an order but not for right now. If this checkbox […]
Can I view cancelled SOs? The problem we are trying to resolve is that a customer might call with their SO # and ask for the status on the SO, the message is displayed ‘SO not found’. At that point, we do not know whether it was entered and cancelled or never entered, and it requires digging through paper files to try and figure it out
Cancelled SOs (and POs) can be viewed via a Custom Report please contact firstname.lastname@example.org for more information
I am receiving new sales prices from our salespeople for our customers, how can I enter the customer price for a specific product?
You are able to enter a default price for a specific product associated with a certain customer (this is in addition to the standard default price per product) When entering a Sales Order, the price listed for the customer would override the standard default price per product. From Home Page Sales and Purchases Customer Edit […]
Take a look at your payment terms in VISCO and add/remove any as needed. Go to Tools Master Tables Maintenance System Tables Payment Terms Add/remove payment terms as needed Next, you need to add a default payment term to each customer. This will make your accounting system have the correct ‘due date’ on the sales […]
Can I setup default payment terms for all customers and change them as needed for specific customers?
Yes you add the same payment terms to each customer – this will be the default payment term. When you do the SO and PO, the default payment terms can be changed on the PO ‘Price Tab’ and the SO ‘Price and Payment terms tab’
I am changing the ETD and ETA in Sales Order Preparation, I receive a message ‘This purchase order is part of Contract (#). All updates to line and shipment quantity and date information must be made through the Contract screens’ what does this mean?
This message appears because this SO is part of a contract (not a stand-alone SO) any changes to line, shipment quantity and date must be done through Contracts. Select Contracts contract preparation prepare On the SO side edit as needed