User Actions

When every order matters...
ProENTRY IV delivers clean orders. The first time.

G. Fasolt and Associates
717-412-1972

User Actions Permitted When Working
With Orders And Quotations

Actions Involving Quotes and Orders	Licensed User	Dealer
Insert Quote	Yes	Yes
Convert (Copy) Quote to Draft Order	Yes	Yes
Create Draft Order	Yes	Yes
Copy Existing Quote to New Quote	Yes	Yes
Copy Existing Order to New Quote	Yes	Yes
Copy Existing Order to New Draft Order	Yes	Yes
Copy Existing Order to Draft Service Order	Yes	Yes

Submit Draft Order For Acknowledgment	Yes	Yes
Acknowledge Order	Yes	N/A
Accept Acknowledged Order	Yes	Yes

Cancel Order*	Yes	N/A
Change (Manage) Other Statuses	Yes	N/A
Complete Order	Yes	N/A

Create Backorder	Automatic	N/A

Delete Quotes**	Yes	Yes
Delete Quotes Having Child Orders**	N/A	N/A
Delete Draft Orders**	Yes	Yes
Delete Orders**	N/A	N/A

* Dealers are not permitted to cancel orders once they have been accepted. **Restricted by First Order Technology requirements which preclude the following deletions: Orders that have been accepted Quotes from which accepted orders were derived Draft orders from which accepted orders have been derived