Issue to Customer

Issue to Customer screen helps to issue items to a customer, Operational Entity , and Partner from corresponding operational entity based on the available pending orders. You can enter details such as issue date, shipping service and items quantities against an order.  

Later, any authorized user having the necessary privileges can modify the items quantities and approve the issue details. You can also view the existing issue details through this screen.

To issue items to customer:

  1. On Order Management module, click Issue to Customer.

  2. If you are entering details for a new issue, select the New check box against the Issue Number field. By default, the check box is selected.

  3. Retrieve customer , operational entity, or partner details for whom you want to issue the hardware item.

Note: Available credit balance is displayed only for external operational entities when Is Visible check box is selected in Layout screen.

  1. Select Order Type from the drop-down. An order can be One Time Sale Order, Service Order, Second Sale, or Prepaid Card Sale.
    For Operational Entity or Partner, Order Type is not applicable.  If you want to issue PPC item to a customer, select Prepaid Card Sale.

  2. Click the Search Lookup against the Order # box to view the existing orders. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window. Select the required Order Number link from the Search Results list in Lookup Search pop up window. The order details, if any appear in the main window.

  3. Enter Issue Date and select any of the available shipping services from Shipped By drop-down.

  4. Select the issuing entity from the drop-down.

One Time Sale Order and Service Order

  1. In the Issued Items grid, item details like Issue Item, Units, Total Required Quantity, Required Quantity, Total Issued Quantity, and Issued Quantity appear. Click the symbol and enter Issued Quantity. If you are issuing only a single item, the serial number can be directly provided in the Serial Number box instead of following the Issue Item Serial Numbers process.

  2. For quantities more than one, click the Serial Numbers button to capture serial numbers of the serialized items in Issue Item Serial Numbers pop up window.

Note: The Issue Item Serial Numbers process can also be followed for a single quantity.

Second Sale:

  1. In the Items grid, click Add to issue the item.

  2. In the Items drop-down, select the item.

  3. In the Serial Number box, provide the serial number. Click symbol.

PPC Sale

  1. In the Issued Items grid, click Add.

  2. In the Items drop-down, select the PPC item.

  3. Provide the serial number in the given field. Click symbol.

  4. Click the Save button to save the issue details and generate an issue number against the order. The issue details are saved in the system with the status PENDING.

  5. To approve or cancel the issue details, enter the Issue Number. Else, click the Search Lookup against the Issue Number field. The details appear in Lookup Search pop up window. Select the required Issue Number link from the Search Results list in Lookup Search pop up window. The details appear in the main window.

  6. Select the Approve or Cancel check box to approve or cancel the issue respectively.

  7. Click the Save button to issue the items to the customer. The issue status becomes CONFIRMED after approval.

Note: Approve check box appears if the user does not have the privilege Auto Approve Issue to Subscriber.