# Help & Troubleshooting — Add New User

_Help and Troubleshooting › Add New User_

## Tasks

- The task does not save → Required information is missing → Complete the required information and select **Save** again.
- A warning appears when leaving the page → The Task page contains unsaved changes → Select **Save** to retain the changes, or respond to the warning before leaving.
- The Task page is unavailable → You are not signed in → Sign in, then navigate to **Add new > My Desk > Task**.

[Tasks](doc:tasks)

## Payments

- You cannot open the **Payment** page → You are not signed in → Sign in, then navigate to **Add new > Payments > Payment**.
- A warning appears when you leave the page → The payment entry contains unsaved changes → Select **Save** or **Save and Close** before leaving, or respond to the warning as appropriate.

[Payments](doc:payments)

## Projects

| Symptom | Likely cause | Fix |
|---|---|---|
| The Project does not save. | Required information is missing. | Complete the required entries and select **Save** again. |
| A warning appears when leaving the Project form. | The form contains unsaved changes. | Select **Save** to retain the changes, or respond to the warning as appropriate. |
| The Project form is unavailable. | You are not signed in. | Sign in, then navigate to **Add new > Project > Project**. |

[Projects](doc:projects-guide)

## Direct Order

| Symptom | Likely cause | Fix |
|---|---|---|
| The direct order does not save. | Required information is missing. | Complete the required information and select **Save** again. |
| A warning appears when leaving the page. | The direct order contains unsaved changes. | Select **Save** or **Save and Close** before leaving the page. |
| An item cannot be deleted. | The item is labelled **Ready for Shipment** or **Delivered**. | Retain the item in the direct order. |

[Direct Order](doc:direct-order)

## RFQ

| Symptom | Likely cause | Fix |
|---|---|---|
| The RFQ does not save. | Required information is missing. | Complete the required information and select **Save** again. |
| A warning appears when you leave the page. | The RFQ contains unsaved changes. | Select **Save** to retain the changes, or continue leaving the page if the changes are not required. |
| The procurement process requests an RFQ. | No RFQ has been added to the Purchase Job. | Add the required RFQ information and save the record. |

[RFQ](doc:rfq)

## Process

- You cannot continue an Offer from Awaiting Approval → The Offer is awaiting manager approval → Have the manager complete the required approval before continuing Offer processing.

- You cannot return an Offer to the inquiry → The Offer is not in Draft status → Return the Offer only when it is in Draft status.

- You cannot delete an item → The item is Ready for Shipment or Delivered → Retain the item and continue the applicable fulfillment process.

- You cannot revert an Order or remove Delivered status → A due invoice or binding invoices exist → Continue financial processing for the existing invoice relationship; the Order cannot be reverted.

[Process](doc:process)

## Direct Order

| Symptom | Likely cause | Fix |
|---|---|---|
| The Order cannot be reverted. | The Order has binding invoices. | Continue processing the Order; an Order with binding invoices cannot be reverted. |
| An item cannot be deleted. | The item is marked Ready for shipment or Delivered. | Do not attempt to delete the item at these statuses. |
| The Order cannot be un-delivered. | A due invoice already exists. | Process the related invoice requirement before attempting further Order changes. |
| The Order remains Awaiting approval. | Approval has not yet been completed. | Wait for the required approval to be completed before progressing the Order. |

[Direct Order](doc:direct-order-2)

## Configure Accounts

| Symptom | Likely cause | Fix |
|---|---|---|
| The account configuration does not save. | One or more required fields are incomplete. | Complete the required information and select **Save**. |
| A value is not accepted in the form. | The field requires a specific input format. | Correct the value to the required format, then select **Save**. |
| A warning appears when leaving the page. | The account configuration contains unsaved changes. | Select **Save** or **Save and Close** to retain the changes, or continue leaving the page if the changes are not required. |

[Configure Accounts](doc:accounts)

## Configure Contacts

- The contact does not save → Required information is missing → Complete the required information and select **Save** again.
- A warning appears when leaving the form → Unsaved changes are present → Select **Save** to retain the changes, or leave the form only after reviewing the warning.
- You cannot open the contact form → You are not signed in → Sign in, then navigate to **Add new > Accounts > Contact**.

[Configure Contacts](doc:contacts-guide)

## Configure Products

| Symptom | Likely cause | Fix |
|---|---|---|
| The Product record does not save. | One or more required fields are missing. | Complete all required information, then select **Save**. |
| A warning appears when leaving the Product page. | The Product record contains unsaved changes. | Save the Product record using **Save** or **Save and Close** before leaving the page. |
| The new Product is not visible after creation. | The Product record was not saved successfully. | Return to the Product page, complete the required information, and select **Save**. |

[Configure Products](doc:products-guide-2)