OM Enhancement and Fixes…
A new version of agile Order Management has been deployed to production and includes some major enhancements including:
- Enhancements to printing
- Ability to estimate Sales Tax
- Ability to assign an OM project manager
- Visibility of the order total on the Project Container OM tab
- Fixes to issues with critical notes, on site dates and orders not opening from the project container
Here are the new features now available in agile Order Management:
PRINTING ENHANCEMENTS
Current Layout Print Out: The addition of this new printed document gives each user the ability to generate a print out that shows all of the current columns that are visible in their selected layout
The print out will be generated based on the layout you have selected in the Lines section
Additional Print Options:
- Footer Address-Ability to select which agencyaddress prints in the footer section of printed documents. This allows for agents with multiple locations to tailor the documents to their individual office locations
- Print Quote Number-This option allows the user to include/exclude the quote number from non-ABL print outs
Estimated Sales Tax
Sales Tax button is now be visible from the Lines tab above the lines grid. The estimated sales tax information displayed is based on the tax rates of the Ship to address
Addition of OM Project Manager
A new drop down allows for assignment of a project manager to each order. Currently this is only available from the hold order and order header; however, this will eventually also be available on the Project Container’s General tab
FIXES AND OTHER MINOR ENHANCEMENTS
- Total order DSP is now visible from the Project Container’s OM tab for each order
- Increased auditing of header tab changes
- Hold orders converted from a quote will now only show manufacturers that are on the quote in the PO # dropdown entry form
- Corrected issue with critical notes not displaying when opening non-ABL orders
- Corrected issue with onsite dates showing as NB4 on printed documents when the Do Not Deliver Before flag had not be selected for the group
- Corrected issue with orders not opening when clicking on folder icon from Project Container’s OM tab