Sales Order Troubleshooting

Incorrect Configuration on Sales Order

If your Sales order is loading the wrong config information, here are some things you could try:

1. Your parts may be listed just with a qty of zero on the WO parts table.
   • This is normal when parts get exited.
2. Because of this when you went to add the new quote parts, it wanted to automatically attach them to that 9400 work order which defaulted to the 1st grey treatment.
3. One way to fix this would be to un-exit the part number from wo 9400 and hit the pencil icon to change the treatment.
4. Then it may be helpful to update the quote as well.

Need Price to Invoice Error

If Steelhead says you need a price to invoice but you already have a price on the parts, here are some things to try:

1. The reason this error is occurring may be because the parts in the part table are not attached to the sales order line.
   

2. To add a price or sales order line to this part you can click on the edit pencil button which will bring you to the page shown in the picture below. On this page you will be able to add the price and attach these parts to a sales order line.
   

3. Once you create that new sales order line you will have to archive the sales order line with the same part number, but no parts connected.
   

Here is a video explaination of a similar error that has been found on some sales orders.

Using Quoting but not Archiving while Receiving

If you would like to use one of these features but not the other, here are some things you could try:

1. Go into the Sales order, use the +/- to take the line to “0”, which removes the Misc Parts.
2. Now use the “Add parts from Quote” functionality on the RO screen.
   • This screen is also best for receiving parts, adding quoted parts, and editing the quantity on a work order.
     

Standard Operating Procedure Document

If you would like the SOP document visible and available on each step allowing the operator to look back and make sure they did not miss anything, here are some things you could try:

Currently word documents cannot be added directly to racks, but if you can convert them into PDF's you can upload them under part files and they can click through all the listed pictures and find it:

Missing a Sales Order

If you create a sales order that does not appear in the search results, here are some things to try:

• Archived sales orders have been documented to behave this way on occasion.
• One solution is to select the Active Tab open under the archived Sales Orders page to find it.
• Another possibility is that the order is empty because parts were never added to it, in this case please re-create.

Move Work Order to new Purchase Order

If you have multiple work orders on one Purchase Order and would like to reassign the whole work order to a new PO or RO, here are some things you could try:

1. Create a new PO with the title that you want.

2. Go to the PO that has the work you want to split.

3. On the "Work Order" section of the Sales Order (or PO) page, click the pencil icon next to the work order that you want to move.
   

4. Choose the Sales Order (or PO) that you want to send the work order to, and save.
   

Some other options involving Purchase Orders:

1. You can exit the parts from 1 work order and re enter them onto anther WO with the different PO number.
2. When invoicing you can select how many you want to invoice for (1 WO can have many invoices) and for the ones with the new PO number, you can put that PO number in the description box here:

Incorrect Sales Order Deadline

If the deadline for one of your Sales Orders (SO) is different from its Work Orders (WO), here are some things you can try:

• When you update an SO deadline you will also have to update the WO deadline (and the other way around).
• The only time the WO will have the same deadline as the SO is if you set the SO deadline when creating the SO in order entry.
• If this is happening right from the start of order entry, your domain's default lead time may be at fault:
  • If you have a default deadline (lead time) in your domain settings the SO and WO will follow it, unless you choose a deadline at order entry of the SO.
  • If you set a deadline at order entry for an SO, the WO will follow it.
    • However, if you hit the edit pencil button it may show you the default domain deadline because of a bug.
  • If you set an SO deadline at order entry, the applied WO will follow it on WO screen, SO screen and on work boards and will show your SO entered.
  • Finally, if you change the WO deadline on it's own after order entry, it will update everywhere.

Missing orders on a Dashboard

If some of your customers' orders don’t show up on the dashboard even though they are active in a process, here are some things you could try:

• It is possible that the reason some of the orders are not showing up was because they're not in receiving yet.
  • One place they might be is sitting in the first node of the tree (in this example "powder coat") which has no dashboard card.
  • For this example, a work order will not show up in dashboards because the parts have not moved into the first step of the tree after powder coat yet, but as soon as you move these parts it will:
    

Order Entry for Unreceived Parts

If you would like to know the best process of entering the order when parts are not yet arrived, here are some things you could try:

• It would probably be best to create a Sales Order but wait a while to receive the parts.
  • You would then still be free to add any notes to it and attach (upload) the Purchase Order PDF if you would like.
  • Then later once you receive the parts you can add a work order to the SO with the parts.

Part Numbers not Related to any Line Items Error

If if this error is interrupting your workflow, here are some things to try:

1. This error is letting you know this Work Order part is not connected to a Sales Order line. To add this to a Sales Order line go into the Sales Order and click under the Work Order tab. See image below:

2. From there click on the edit pencil on the far right of the part number.
   

3. This is where you will create the Sales Order line, so start by typing in a new name for the Sales Order line and SAVE.
   

4. The next screen will have you enter in the quantity, you will also have to click 'Add Line Item'. Fill in the description, quantity, and price then SAVE.
   

5. When all this have been entered and saved, this will connect the Work Order part to a Sales Order line.

Price TBD Error

If your workflow is interrupted by this error, here are some things to try:

1. The price shows TBD because there is not a quantity specified on the sales order line. With no quantity on the sales order line, Steelhead does not know what to multiple the price/unit by. If you click the edit pencil icon circled below, you can then enter in a Qty.
   

2. When you entered in the quantity at order entry, there are spots to input this. Double-check that all spots are filled in for the quantity.