Sales Orders Workaround in Sales Order Management

Sales Order Management can be used to facilitate the processing of a Sales Order from Workshop IQ to Point of Sale, when parts exist in the Service Parts and Labour page, a Sales Order has been created in the PXI back end, these are visible in the Sales Order Management DataGrid, and will have an On Hold status 

A user can change the status of the job to enable the Sales Order to be opened in Point of sale and completed, depending on the issue a user has, selecting the correct status change is vital to the outcome, if the 500 server error is showing in Workshop IQ, changing the status to 30 or 40 (DO NOT USE A HIGHER STATUS) is the most common way to retrieve the sale into Pont of Sale, Note: a job with a Suspended  status cannot have the status changed.  

If a Sales Order has the Status of Being Ent’d, this usually means it is open on a PC or has been closed mid entry and needs to be recovered, changing the status will solve this issue.

Highlight the Sales Order and change the status

In Point of Sale, select Resume > Picking Slip, and Select to open the sale on screen

The sale can now be Tendered.