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Order confirming

Order confirming

Owned by Lango: Language and translation manager
Last updated: Sept 04, 2024Version comment
3 min read

Order Confirmation

Order confirmation can be made in the following ways:

  • manually by filling in the Confirmed Delivery Date on the order card

  • using an external link from an email

  • Bulk import of a completed XLS file

Manually fill in the Confirmed Delivery Date on the order card

The user opens the card of the order (from the subject, from the list of orders or using the internal link from the e-mail of a separate order).

Then click on Confirmed Delivery Date to open the Vendor Confirmed Dates table. By inserting a new record, the user writes:

  • Record Type

    • The system will automatically fill in Record Type=Confirmed Delivery Date

  • Confirmed Date

    • Entered manually by the user

  • Comment

    • Optional text field

    • Entered manually by the user.

If, for example, there is a delay (change in delivery time) after some time, the user can register a new date by creating a new record (this will preserve the history of the dates).

The system then displays the last record from this table on the order card.

At the same time, the system executes:

  • Changes the Object Order Status to Confirmed

  • If an item order has been confirmed (Order Content Type=Item), it will also change the detailed contract status according to OneCore Detailed Status settings after order confirmation.

Restrictions for creating a new row in the Vendor Confirmed Dates table, where Record Type = Confirmed Delivery Date:

  • If the order is related to a financing contract for which there is a change copy or an active variant, then it is not possible to create a new line where Record Type = Confirmed Delivery Date

  • If the order relates to a financed object (i.e. not additional equipment), and at the same time it is Record Type = Confirmed Delivery Date, then it is possible to create a new line only if:

    • the financing contract is in a detailed state that indicates that the order is confirmed, or in a status that allows a shift to a status that indicates that the order is confirmed.

  • In the case of the above restriction, the OC will show a message directly in the line:

    • EN: "It is not possible to insert a new record because the financing contract is not in a satisfactory state"

    • EN: "Inserting of new record is not allowed in current contract state"

Order confirmation via External link

The user can confirm the order (entering the Confirmed Delivery Date) by clicking on the External link from the mail of the separate order.

After clicking on the Vendor link, the Vendor Order Confirmation page opens.

After entering the Confirmed Delivery Date, respectively. Notes and push button confirmation Send The system will perform certain steps for you, as in the case of manually entering the confirmed delivery date.

Mass order confirmation by importing xls file

The user can also perform a mass order confirmation by importing the xls file (attached above). This method appears to be used for bulk or aggregated orders, but it is also applicable for bulk firming of a larger number of separate orders.

File structure (expected delivery date to be filled in manually by the user or supplier):

Subsequently, on the order overview or directly from the order card using the Process->Mass order confirmation button, it will load the xls file.

After loading the xls file, the system will perform certain steps as if you entered the date/note manually.