Technical adaptations

If the user needs to modify a supplier order and inform the supplier about this modification, they need to implement it via a technical adaptation. This change can be taken into account by the supplier as long as the maximum order modification deadline has not been met.

Note: A warning message will inform the user if this deadline has passed.

This operation allows you to add, modify or delete the desired item in the quotation and / or drawing.

To register changes from a supplier order confirmation, follow the steps below:

1. Purchase > Supplier order.
   
   
2. Select the order in the list and click on Order details...
   
   
3. The Order details window opens.
   
   
   
   
4. Click Technical adaptation. In the Confirmation dialogue box, click Yes.
   
   
   
   Note: If the user wishes to make the changes for the customer, the alternative should be opened in the sales component.
   Note! If a previous technical adaptation was created, a dialogue box appears showing the details of the previous technical adaptation.
   
   
5. Once the changes are made, close the window.
   
   
6. Save your changes to create the technical adaptation and apply the changes in the supplier order.
   
   
7. A Supplier order change validation dialogue box appears displaying the status of the supplier order.
   
   
8. The Technical adaptation comment window opens.
   
   
   
   
9. If required, enter a comment describing the technical adaptation and click Save. This comment will be shown when opening the customer order from the project list and will give the vendor a description of the changes done and the reason for the technical adaptation.

If a supplier sends back an order confirmation with changes compared to the original order, you can make the required changes directly via the technical adaptation in the Supplier order confirmation validation. This means that you will be able to add, edit or delete items as required.

To register changes from a supplier order confirmation, follow the steps below:

1. Purchase > Supplier order confirmations.
   
   

2. Select the order in the list and click on Edit.
   
   

3. The Confirmation list dialogue box appears. Click on Validate confirmation.
   
   
   
   
4. The Supplier order confirmation validation dialog appears. Select the Item list tab.
   
   
   
   
5. Click Technical adaptation. In the Confirmation dialogue box, click Yes.
   
   
   
   Note: If the user wishes to make the changes for the customer, the alternative should be opened in the sales component.
   Note! If a previous technical adaptation was created, a dialogue box appears showing the details of the previous technical adaptation.
   
   
6. Once the changes are made, close the window.
   
   
7. Save your changes to create the technical adaptation and apply the changes in the supplier order.
   
   
8. A Supplier order change validation dialogue box appears displaying the status of the supplier order.
   
   
9. The Technical adaptation comment window appears.
   
   
   
   
10. If required, enter a comment describing the technical adaptation and click Save. This comment will be shown when opening the customer order from the project list and will give the vendor a description of the changes done and the reason for the technical adaptation.

When a supplier order is received and the reception does not match the original order, you will be able to change the order reception by creating a technical adaptation.

Note! When creating this technical adaptation, you will only have access to the quotation and will not be able to make changes to the drawing.

To create the technical adaptation, follow the steps below:

1. Go to Logistics >Supplier order receptions.
   
   

2. Select the supplier order reception which requires a technical adaptation and click on Order reception. The Supplier order reception registration window will open.
   
   
   
   

3. Click Technical adaptation. In the Confirmation dialogue box, click Yes.

   
   
   
   Note: If the user wishes to make the changes for the customer, the alternative should be opened in the sales component.

   Note! If a previous technical adaptation was created, a dialogue box appears showing the details of the previous technical adaptation.
   
   

4. Once the changes are made, close the window.
   
   
5. Save your changes to create the technical adaptation and apply the changes in the supplier order.
   
   
6. The Technical adaptation comment window opens.
   
   
   
   
7. If required, enter a comment describing the technical adaptation and click Save. This comment will be shown when opening the customer order from the project list and will give the vendor a description of the changes done and the reason for the technical adaptation.

If an order is received with an incorrect item, you will be able to make the required changes by creating a technical adaptation in the customer order delivery.

Note! When creating this technical adaptation, you will only have access to the quotation and will not be able to make changes to the drawing.

To create the technical adaptation, follow the steps below:

1. Go to Logistics > Customer order deliveries.
   
   
2. Select the customer delivery which requires a technical adaptation and click on Delivery.
   
   
3. The Customer delivery registration window appears.
   
   
   
   
4. Click Technical adaptation. In the Confirmation dialogue box, click Yes.
   
   
   
   

   Note: If the user wishes to make the changes for the customer, the alternative should be opened in the sales component.

   Note! If a previous technical adaptation was created, a dialogue box appears showing the details of the previous technical adaptation.
   
   
5.  The alternative will open in the quotation mode. You can make the changes directly in quotation.
   
   
6. Once the changes are made, close the design/quotation window.
   
   
7. Save your changes to create the technical adaptation and apply the changes in the supplier order.
   
   
8. The Technical adaptation comment window opens.
   
   
   
   
9. If required, enter a comment describing the technical adaptation and click Save. This comment will be shown when opening the customer order from the project list and will give the vendor a description of the changes done and the reason for the technical adaptation.