Quotes / Orders
If you cancel and add a line at the same time, how many release requests should you send out?
1 request only
Can you convert an order without a CRD?
For CM/DM what amount you should remove in the order?
Cost
Where do you soft schedule ONE22 vendor?
PID (under PID - within that order)
When creating an order what tax should you use for the product lines?
Maximum tax for product lines only
You are to cancel 1 line, but it is attached to another line. Perhaps, due to freight. What will you do?
Remove said line from the standard group or parent line prior to releasing
During conversion/release, you noticed that the totals do not match due to tax, what will you do?
Can you change the quantity for the CM?
How about for vendor ONE26, where do you soft schedule?
Order (under Order - Order Entry > Order Edit - Options > Soft Schedule)
If you will release an order wherein the PID GP is below 15%, what will you do?
Request for Manager Approval.
What are the sales codes for freight surcharge and material surcharge? How about the tax codes?
Sales code and Tax code are the same as product codes
For orders with Design service line only, paid in full (confirmed by Lis Cutone), should we request for a CPO prior to releasing?
No, as long as it is paid in full and it is design service line only, we can release it.
Can you proceed to Credit Memo creation if the counterpart provided the order and invoice numbers only). Why?
No, line should be provided as there are times that an invoice has multiple lines.
When adding contacts during soft scheduling, what does contact C or D mean? What about Orange and Black font contacts?
“C” contacts are clients and “D” contacts are internal.
Orange - that means they are contacts that got transposed into the ‘Project Contact’ since they were part of the ‘Order/Quote’ that was under that PID. They aren’t getting any notifications (like soft schedule requests) sent via the Project Folder.
Black - to make sure they get the soft-schedule request, you will want to turn the orange to black by re-entering the contacts.
For Credit Memo created for amount $500, who should approve? How about for more than $500?
Ania Lipka-Marquez / Julia Hopkins-Powers
How do you check if your address is synced in Wrike?
You are to release an order with Hedberg "Ship to Address" that does not match the CPO, what will you do?
What will you do if you are tasked to create a Credit Memo but the invoice number is not provided, only the order and line number?.
What is the schedule type and type of request for ONE28 vendor?
OWP Service / Transfer BoA
Can you create a proforma invoice with just the Order number provided.
No
Can you release an order with past due dates - DG and CRD
No, as you should update the date prior to release (this happens for orders with back and forths prior to release). If it pushed thru, without updating, you will still be called out by OA Team.
Upon conversion to order, you noticed that Hedberg totals do not match with the CPO, what will you do?
Prior to creation a Credit Memo what is the first thing to consider to avoid duplication of the memo?
What do you mean by Customer Terms Code Prepay?
Payment confirmation or manager approval is needed (should be received first prior to release)
Can you create a proforma invoice, when the order is still unreleased?
Yes, but you cannot send until the order is Active