Unit Proposed Options Enhancement
Unit Proposed Options Enhancement
When the deal is not in either “Quote” or “In Work” status, and there is an option that has not been assigned to an internal SO, a new warning message will appear “There are some unit proposed options that are not included in Service Order. Continue?”.
A new “Invoice #” field has also been added to the Proposed Options tab to show the user to which internal service order each option has been assigned to using the “Create Service Invoice” function.
How To: When reviewing the proposed options in the Unit tab of the deal screen, verify that each item has an invoice # assigned. If an item does not have an invoice #, open the existing internal SOs found in the Service Orders tab to ensure that the option was not manually added. If the item is not found in the internal SO, click on File>Create Service Invoice. This will generate a new internal SO for the unassigned proposed options.
How To: When reviewing the proposed options in the Unit tab of the deal screen, verify that each item has an invoice # assigned. If an item does not have an invoice #, open the existing internal SOs found in the Service Orders tab to ensure that the option was not manually added. If the item is not found in the internal SO, click on File>Create Service Invoice. This will generate a new internal SO for the unassigned proposed options.
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