Memo
Where is the notification that a memo exists in your home screen of trilogie
far right hand column
If my required date is displayed in reverse video, my order is...
past due
I would like to close an order
C
enter
reference number
Where do I type optional comments
underneath the order in log
type in the reference number of order you would like to add comments to and start typing
If I would like to display the name(s) of the associates to whom a memo was sent, what do I type?
S#
A reason why you do not want any orders on hold
auto-replenishment
I would like to check when my delivery is getting to my customer from my log
FW#
To change my OML settings (the amount of days I would like my OML to show) I am going to type in __ from the main screen.
L/Log Maintenance
What are the five types of memos that show in the four column of your OML?
ARI
ORD
INQ
OML
WEB
When do orders FIRST added in "Backorders" of OML
Instantly upon backorder creation
Changing required date from log
R#
What are the two screens in a log area
open and closed
Why is memo'ing so important?
-Associates can look at memos and know what is going on with the order
-productivity (no waiting time on other associates)
-customer service
What does orders past required date adjust
BPR-Branch Process Review
Reopen an order from closed log
R
enter
reference number
If i would like to display the OML header with "Enter Associate Number/Name" prompt to view another associates OML I will type in..from order management log home
C/Change Name
What does it mean when trilogie asks " Do you want this memo to display on the b2b website"?
You want to make the memo you entered visible to the customer when they inquire the order on the B2B or Ferguson.com website
What is the first log you should look at when the DC/delivery arrives?
PO receivings with Tagged orders
I would like to go into an order, not just inquiry an order from my log
BOD#
An order will reopen in your OML when..
when something is received in