Want to update a document, an equipment, or some sort of order info that was already sent out previously?
You have come to the right place!
Coming up next, we’ll walk you through the entire process of recalling order, processing order and copy job which will help you to achieve those goals perfectly in no time.
Recall order
Use cases:
This functionality is helpful when you want to achieve either of the following:
- Pull back the entire order, make adjustments, then re-deliver, or
- Pull back some equipment, make adjustments, then re-deliver.
Step-by-step instructions:
| Steps | Recall the entire order | Recall selected order lines |
|---|---|---|
| #1 | Open an order line | Open the order line you want to recall |
| #2 | Go to the Numbering tab | Go to the Numbering tab |
| #3 | Go to the Processed tab | Go to the Processed tab |
| #4 | Unfold the transaction saying “Processed at [date/time] by [user name]” | Unfold the transaction saying “Processed at [date/time] by [user name]” |
| #5 | Select an equipment | Select the equipment that need to be withdrawn |
| #6 | Click Recall > Recall all order lines | Click Recall > Recall selected equipment |
| #7 | Enter a comment > Click OK | Enter a comment > Click OK |
Feature is disabled when:
- Equipment ownership has changed, or
- New jobs have been created for these equipment. or
- New documents or sub-equipment are added to the equipment, or
- Some equipment are currently rented out.
Expected outcome:
Outcome varies depending on the type of form used. Users will get a warning message in case of multiple-equipment form or Oppdrett (M) form.
| Form | Outcome |
|---|---|
| Only single-equipment forms | Only selected equipment are recalled. Other equipment and order lines are not affected. |
| Multiple-equipment (M) form | If (M) form is used in the order line you want to recall, all equipment in the same transaction will be recalled. Other order lines are not affected. |
| Oppdrett (M) | All equipment in the same transaction that uses Oppdrett (M) will be recalled regardless of order lines. This means that the recall action affects multiple order lines at once. |
Reprocess order
Use cases:
Keep the delivered equipment and documents at the recipient’s end.
Edit equipment, order, or document details, and then reprocess. The updated information will reflect on your customer’s equipment.
Step-by-step instructions:
- Open the order line you want to reprocess.
- Make changes in the Main, Properties, Documents, Forms or Texts tab.
- Click Save.
- Go to the Numbering tab .
- Go to the Processed tab.
- Select desired equipment line(s).
- Click Reprocess.
- Edit numbering values > Next > Finish.
Feature is disabled when:
- The Action field of the order line does not equal “Create equipment and file job”, or
- The selected equipment were last processed more than 30 days ago, or
- The selected equipment belong to different processed transactions.
In this case, check out the Copy job functionality to see if it fits your needs.
Expected outcome:
Outcome varies depending on the type of form used. Users will get a warning message in case of multiple-equipment form or Oppdrett (M) form.
| Form | Outcome |
|---|---|
| Only single-equipment forms | Only selected equipment are reprocessed. Other equipment and order lines are not affected. |
| Multiple-equipment (M) form | If (M) form is used in the order line you want to reprocess, all equipment in the same transaction will be recalled. Other order lines are not affected. |
| Oppdrett (M) | All equipment in the same transaction that uses Oppdrett (M) will be reprocessed regardless of order lines. This means that the reprocess action affects multiple order lines at once. |
Create copy of a filed job
Use cases:
Once a job is filed, it is no longer possible edit any job-related information. In a worst-case scenario, users will have to create a new job and fill it out from scratch.
Alternatively, let’s duplicate the filed job, edit information and file it again to avoid time-consuming.
Step-by-step instructions:
- In Equipment module, open a desired equipment.
- Open Jobs.
- Select a job whose document you wish to revise for.
- Select Create copy.
- Fill out checklist and/or update other information if needed. In case you wish to update equipment-related information, e.g. properties, do so before creating job copy.
- Click File.
Feature is disabled when:
- Equipment ownership got updated after the order had been successfully processed.
Expected outcome:
- Job number will be the same with “rev. x” suffix to indicate that the job and document have been revised x times.
- Revised document will appear on top with active status.
- The original document of the same job type will be hidden. Its status is automatically set to inactive, unless you change the filter to show inactive documents.
