Confirming an Order

An order is confirmed when someone, usually the customer, provides authority for the order to go ahead. An order must be confirmed before it can be delivered (but it is possible to finalise a plan when not all orders have been confirmed depending on the setting of the Force order confirmationparameter ).

An order is not available to be confirmed until the order is Estimated.

  • If you are using automatic planning with TCC, this will happen as the order is lodged and the customer will confirm the order immediately.
  • If you are using manual planning, this will happen when the order has been planned.

Typically you will contact a customer to obtain order confirmation and confirm the orders in the Orders module or in the Planning Schematic. There is an Order Confirmation comm type that Rubicon can install for this purpose. However, you can confirm orders yourself without contacting the customer.

To confirm an order in the orders module:

  1. Find and select the order in the Orders module.
  2. On the Details tab for the order, click the Confirm button.

To confirm an order in the Planning Schematic:

  1. Select the plan that contains the order and click Open selected plan (you cannot confirm orders if you just view the plan)
  2. Right-click on the order and choose Details.
  3. In the Order toolbar, click Confirm to confirm the order.
  4. From the main menu choose Plan > Finalise to finalise the plan again.

Checking Which Orders are yet to be Confirmed

You can run the Contact Sheet report to generate a list or orders in a plan that have not yet been confirmed. Typically you should run this report on the afternoon before the plan day so you can follow up with customers who have not yet confirmed their orders.

See Contact Sheet Report for more details.

Generating automated order confirmation notices

You can automatically generate order confirmation notifications that will be sent after the plan is finalised. This uses the (optional) Order Confirmation comm type and is done by setting the Mode of Order Confirmation parameter which specifies the type of planning for which the notices will be generated. The options are:

  1. Planning only
  2. Restriction only (this is the default)
  3. Planning and restriction
  4. None

See Configuring the Order Confirmation Comm Type for more details.