Help & Troubleshooting — How-to Tasks

Help and Troubleshooting › How-to Tasks

Send Inquiry to Suppliers

• The Send Inquiry action is unavailable → The ProcurementInquiry is not at Procurement Inquiry Creation → Open a ProcurementInquiry that is at the required stage.
• You cannot send the inquiry → Your user account does not have the required permission → Obtain access to procurement.inquiry.send.
• The inquiry is not ready to send → Required materials, services, quantities, or specifications require review → Update and review the ProcurementInquiry before selecting Send Inquiry.

Send Inquiry to Suppliers

Complete Procurement

Complete Procurement

Convert Offer to Purchase Order

• The Create PO action is unavailable → Your account may not have the required purchasing permission → Obtain the procurement.order.create permission.
• The offer cannot be converted → The ProcurementOffer is not at Supplier Offer Evaluation → Complete supplier offer evaluation before selecting Create PO.
• The purchase order cannot be created from the offer → The offer has no items → Add at least one item to the offer before converting it.
• You need to return an Order to an earlier process stage → The Order may have binding invoices → Resolve the binding invoice condition before attempting any reversal.

Convert Offer to Purchase Order

Initiate Goods Receiving

• Receive Goods is not available → The PurchaseOrder is not at Purchase Order Creation → Open a PurchaseOrder that has reached Purchase Order Creation.
• You cannot initiate receiving → Your account does not have the warehouse.receiving.create permission → Use an account with warehouse receiving creation access.
• The application warns that received quantity exceeds order quantity → The receipt quantity is greater than the order quantity → Review the receipt quantity and proceed only when the higher quantity is intended.
• You need to reverse a delivered order → A due invoice or binding invoices exist for the order → The order cannot be un-delivered or reverted in this condition.

Initiate Goods Receiving

Create Offer from Inquiry

• Create Offer is unavailable → Your user account may not have the required permission → Request access to sales.offer.create.
• The Inquiry cannot be converted → The Inquiry is not at Customer Inquiry → Use an Inquiry that is at the required workflow point.
• The Offer cannot progress after creation → The Offer is missing an item → Ensure that the Offer has at least one item before continuing.

Create Offer from Inquiry

Progress Order Status

• The Order does not progress when you apply a status update → A required approval or activation gate may still be incomplete → Complete the required approval and activation gates, then select Status update again.

• The Order cannot be moved to Delivered → The related Offer may not have completed its workflow through Ordered → Ensure that the Offer has progressed through Draft, Awaiting approval, Approved, Valid, and Ordered before progressing the Order.

• You cannot update the Order status → Your signed-in account may not have the required permission → Use an account with the sales.order.update permission.

• You need to reverse a Delivered Order → A due invoice or binding invoices may exist → Review the Order’s invoice status; an Order with binding invoices cannot be reverted, and an Order with a due invoice cannot be un-delivered.

Progress Order Status

Process Payment

• Record Payment is not available → The PaymentMilestone is not at Payment Milestone Setup, or you do not have the required payment-creation access → Use this task only when the PaymentMilestone is at Payment Milestone Setup and your role includes invoices.payments.create.

• You cannot reverse the Delivered status → A due invoice already exists → Continue with payment processing for the related PaymentMilestone.

• You cannot revert the Order → The Order has binding invoices → Keep the Order in its current lifecycle position and process the applicable payment.

Process Payment