Contracts FAQ
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Q. How do I edit the line on the sales order in a contract? I want to change something
A. Select the little red pencil to the right of ‘Sales Info’. It will open the line so you can make changes
Q. On a contract, if I change the sales order side does it automatically change the purchase order side and vice versa?
A No, the Sales Order and Purchase Order part of a contract and must be changed individually
Q. In Purchase Order Preparation, on the Lines Tab, what does this message mean? "This purchase order is part of Contract (#). All updates to line and shipment quantity and date information must be made through the Contract screens"
A.This message appears because this PO is part of a contract (not a stand alone PO) any changes to line, shipment quantity and date must be done through Contracts:
Edit the PO side as needed
(The same applies to Sales Order Preparation)
Q. How do I see a product description on a contract? I want to see the product description on the PO
A. In Contract
Q. If I change something on the SO side of a Contract, will the SO document automatically show the changes?
A.Yes, when editing the SO side of a Contract, clicking Done will update the SO document. The same applies to the PO side of a contract
Q. What does this message mean? (I was saving changes to a Contract)
" The process cannot access the file 'C:\VISDocumentsAndImages\Sales Orders\003011SalesOrder.xls' because it is being used by another process "
A.This message means the MS Excel document associated with the contract was open on the desktop while you were trying to make a change. If the document is open, changes cannot be saved, the solution is to close the MS Excel document