| Prerequisites for New SO Upload |
- User MUST have "Add" rights for the "Sales Order" and "Sales Order Upload" within the System Security . Users with "Supervisor Rights" automatically have access.
- User has to complete the required fields in the SO Template.xlt in the xlfiles directory to create SO upload XL file.
- If user wants the system to automatically acknowledge all the SOs uploaded the "Auto Acknowledge SO when importing from XL" box must be checked in the Sales Order Setup module. If this is not checked in the Sales Order Setup module then all the SOs will be uploaded as "NEW" and users will be required to acknowledge them within the Sales Order module.
|
|
|
|
|
|
|
|
|
| Article ID: 2948 |
