Author: Christi

As of 7/15/2014 the “Produce and Ship Complete” instruction will no longer be automatically applied to lump method CIP orders.  If your order requires this instruction it can be added manually to the hold order prior to order placement.

In response to your feedback, we have completed several new enhancements to Order Management!   Keep reading for further information on the latest changes. Enhancements to Groups Tab: The layout option is now available on the Groups Tab. Layouts allows for you to customize which columns are displayed and the order in which they are…

We have been busy enhancing OM to be more streamlined and flexible. Here are the enhancements ready for your use!

• Streamlined Non-ABL shipment creation
• Ability to print Line comments on Non-ABL order print outs
• Totals now available on non-ABL orders
• Ability to turn on/off the calculation of Ship Date based on non-ABL manufacturer’s lead time
• Added EDI850 as a Created By id that can be used when searching for orders in OM
• Added ability to search by Project Manger

Want to be able to customize the order status and view it from the dashboard? Or maybe you want to create an automatic follow-up on your Non-ABL orders? Or perhaps you want to attach hold order documents when printing an order confirmation? Now you can! These are just a few of the exciting additions we’ve made to the agile Order Management application in this latest release …

We’ve listened to your feedback on how you would like for the Alt Ship To, Ship To, and Sold To addresses to work for your Non-ABL orders.  With the latest release, we’ve addressed your wishes!  We’ve also tackled an improvement to the multiple line edit feature that we think you’ll appreciate.  Here is a breakdown of the latest enhancements:

• An “Alternate Ship To” address is now available for Non-ABL hold orders and orders
• Electrical and general contractor addresses associated to the order are pre-populated in the “Ship To” dropdown
• The “Sold To” address and electrical and general contractor addresses available in the Alt Ship To dropdown
• “Copy down” is now available for the Multi-Edit tool for Non-ABL orders

A new version of Order Management has been deployed to production.

The major changes in this version include:

• Ability to transfer Notes and Line Comments from your Quote to your Order
• Create a consolidated order print out by exporting the OM Project View
• New visibility of non-ABL manufacturer data such as product, pricing and lead time throughout the order entry process
• Contractor address now available as a pre-populated manual ship to address
• View Order Totals from Open
• View documents from the dashboard and see your document’s description instead of the file name

A recent release of agile Order Management has been put into production. We have made several enhancements to the Order Management application to improve the efficiency of processing orders. Below are the changes that are contained in this release:

• Multi-Edit tool for non-ABL orders
• Recent Orders and Favorites
• Search options saved for quicker searching
• Ability to pre-populate the commission % and ovg commission split % on hold orders and orders if set up on the non-ABL manufacturer’s contact management record
• LLI order types will now require that the Country of Ultimate Destination be set prior to placing the order

Want more flexibility in printing? You got it. In this release we have made major enhancements to the printing options within Order Management for both ABL and Non-ABL, as well as additional enhancements and bug fixes.

Check out the changes in this release …

A new version of Order Management has been deployed to production. The major changes in this version include:

• Ability to select non-ABL instructions on the hold order
• Ability to select multiple contractors on new hold order creation

A new version of Order Management has been deployed to production. The major changes in this version include:

• Restored type ahead functionality to drop down boxes
• Ability to split a line’s quantity on the hold order
• Addition of the quantity field to the Multi Edit tool on the hold order

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

A new version of agileOrder Management is now available. Check out these new enhancements and issues addressed

• Visibility of the End Use field on the Hold Order and Order header. For Non-ABL orders End Use field can be modified
• Allow the specifier flag on the Contact tab to transfer over to the Contact tab on the hold order during quote conversion
• Display file description instead of file name when selecting email’s document attachments from the print options screen
• Display the Carrier and Pro # on the project view grid
• Allow shipments with multiple invoices to display the invoice number as “Multi”
• Print Order # on Non-ABL Return Request document

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

A new version of agile Order Management has been deployed to production!

Highlights of this release include:

• Visibility of Hold Order and Order Total $ on the dashboard
• Ability to export ABL and Non-ABL order lines to Excel
• Ability to export Non-ABL orders to .xml
• Automatic filling in of Mark As from Type
• Addition of new columns in the Non-ABL shipment assignment screen