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.
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. However, you can confirm orders yourself without contacting the customer.
| Example: |
You may have a policy of confirming any unchanged orders yourself, but requiring customer confirmation for orders that have changed during the planning process. |
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To confirm an order in the orders module:
- Find and select the order in the Orders module.
- On the Details tab for the order, click the Confirm button.
To confirm an order in the Planning Schematic:
- Select the plan that contains the order and click
Open selected plan (you cannot confirm orders if you just view the plan) - Right-click on the order and choose Details.
- In the Order toolbar, click
Confirm to confirm the order. - 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.
Help for SPM, version 3.4. Topic updated: 30 May 2018. Help published: 14 June 2019