Project Amendments
This page details each step of the basic workflow for a quote request and each available action an admin can undertake at each workflow step.
Supplier Quote Requests Sent | Supplier Quotes Received | Quoted to Customer | Purchase Orders Sent | Delivered to Customer | Supplier Invoice Received | Customer Invoiced | Project Complete | |
|---|---|---|---|---|---|---|---|---|
Change Cost Price | Edit on Sourcing tab | Unlock Current Part and Edit on Sourcing tab | Unlock Current Part and Edit on Sourcing tab | Unlock Current Part and Order must be cancelled before amends can be made | Unlock Current Part and Order must be cancelled before amends can be made | Cannot change cost price | Cannot change cost price | Cannot change cost price |
Change Sale Price | Edit on Sourcing tab | Use ‘Extra’ Price to adjust | Use ‘Extra’ Price to adjust | Use ‘Extra’ Price to adjust | Unlock Current Part and Order must be cancelled before amends can be made | Cannot change sale price | Cannot change sale price | Cannot change sale price |
Add 'Extra' | Edit on Sourcing tab | Edit on Sourcing tab | Edit on Sourcing tab | Edit on Sourcing tab | Unlock Current Part and Edit on Sourcing tab | Cannot add extra | Cannot add extra | Cannot add extra |
Change Quantity | Edit on Sourcing tab | Unlock Current Part and Edit on Specification tab | Order must be cancelled before amends can be made | Unlock Current Part and Order must be cancelled before amends can be made | Unlock Current Part and Order must be cancelled before amends can be made | Cannot change quantity | Cannot change quantity | Cannot change quantity |
Change Specification | Edit on Specification tab | Unlock Current Part and Edit on Specification tab | Unlock Current Part and Edit on Specification tab | Unlock Current Part and Edit on Specification tab | Unlock Current Part and Edit on Specification tab | Cannot change specification | Cannot change specification | Cannot change specification |
Change Supplier | Select Edit Scenarios on Sourcing tab | Select Edit Scenarios on Sourcing tab | Unlock Current Part and and Select Edit Scenarios on Sourcing tab | Unlock Current Part and Order must be cancelled before amends can be made | Unlock Current Part and Order must be cancelled before amends can be made | Cannot change supplier | Cannot change supplier | Cannot change supplier |
Change Delivery Address | Edit on Deliveries tab | Edit on Deliveries tab | Edit on Deliveries tab | Edit on Deliveries tab | Click on Edit on Deliveries tab | Click on Unlock Current Part and amend on Deliveries tab | Cannot change delivery address | Cannot change delivery address |
Delete project part | Click the 'delete project part' button | Click the 'delete project part' button | Click the 'delete project part' button | Click the 'delete project part' button | Cannot delete project part | Cannot delete project part | Cannot delete project part | Cannot delete project part |
Revoke Purchase Order | - | - | - | - | Unlock the part and view the PO to revise | Unlock the part and view the PO to revise | Unlock the part and view the PO to revise | Unlock the part and view the PO to revise |
Cancel Sales Order | Unlock part and cancel on the sales order tab | Unlock part and cancel on the sales order tab | Unlock part and cancel on the sales order tab | Cannot cancel sales order | Cannot cancel sales order | Cannot cancel sales order | Cannot cancel sales order | Cannot cancel sales order |