OM Enhancements for Non-ABL…

We are pleased to tell you about some new functionality added to Order Management especially for processing Non-ABL orders including:

• The availability of a new Manufacturer Purchase order Printout
• The ability to generate a Return Request and Request Authorization from Non-ABL orders
• The implementation of Standard Notes for Non-ABL orders

Manufacturer Purchase Order

• After placing an order, there is a new printout available called the Manufacturer Purchase Order. There are several new Non-ABL print options:

• Since this printout is intended for the manufacturer, you also have the option to hide the Distributor PO or Quote Number and to display your Agency in the Sold To and Invoice To fields instead of the customer.

Returns

• You can now track Non-ABL returns using the Return link in Order Management. Simply select the line(s) for return and click the Return link.

• You can select Request for Return or Request Authorization, edit the quantity and return reason, add return terms, return instructions, and select the return location from the dropdown list or enter the location manually. You can also add notes to the return, and send the return by email and print/preview the return. If you create a corresponding credit memo, the Credit # field will be populated with the credit memo number.

 

Standard Notes

• You can now apply standard notes to non-ABL hold orders, orders, and returns. You have two Order Management document types to choose from when adding a standard note in the Standard Notes application: Non-ABL Order and Non-ABL Return.

• A note marked as print will display on the printout in the note section. On either of these choices, you can make the note a critical note or a default note. A default note will be placed on all non-ABL orders or returns.

• You can apply standards notes when placing an order on the Order Placement webpage by
  using the Note ellipsis button and selecting the Standard Notes link.

• Use the check boxes to select the notes and click OK to attach the notes to the order.

 

• You can apply these notes to an existing order by using the Notes tab and clicking on the Standard Notes link.