Presales Menu Option

Presales Menu Option

Release Date: 3/1/24
Version: 8.6 and Above

The Presales menu is added to Vessel File Maintenance. In order to access this menu item, the Presales flag in Global Setup must be turned on and is subject to licensing. 



Non-admin users will not be able to add, change, or delete vessels from the standard vessel maintenance menu. They will only have View, List and Presales menu options.

The Presales consist of the following menu items: Update, List, Import, Post, Pending, History. The users defined in Global Setup Presales Admin can perform all functions. Non admin users can only view pending and history presales data.

The following are links to documentation on all of the Presales functions.

Presales Import
Presales Update
Presales Transaction List
Presales Posting
Presales Pending Transaction View
Presales Pending Transaction Edit List
Presales History View
Presales History List

CLS





    • Related Articles

    • Presales Documentation Roadmap

      Release Date: 3/1/24 Version: 8.6 and Above Introduction All 856 EDI document mappings implemented in the past are for outgoing purposes in the COP module. In Sales Order, we export shipped data which can have container (UCC-128) level data through ...
    • Fill Presales Orders

      Release Date: 3/1/24 Revised: 3/28/24 Version: 8.6 and Above A new application, Fill Presales, is available from the Warehouse Receiving menu. When posting a warehouse receiving for a vessel with pending Presales transaction, the system checks for ...
    • Presales Import

      Release Date: 3/1/24 Revised: 8/29/24 Version: 8.6 and Above The Presales import will have similar functionality as the warehouse receiving CSV import. 1. Receipt File Name: CSV file name to be imported. Defaults to SH*.CSV. Press F1 to change import ...
    • Print Plus Work Order Menu Option Is Missing

      Q - When I go to BOMP -> Processing -> Print Production Work Order, I only see the option to print a Material or Legacy Work Order. The option to print a Plus Work Order is missing. See sample screen below: On the other hand, if I go to BOMP -> ...
    • Presales Interface Setup

      Release Date: 3/1/24 Revised: 3/21/24 Version: 8.6 and Above Alpha Document Number Support If using alpha document numbers, set up alpha document number support for the Presales Generated Order. This option is available from System Utilities-> Global ...