If you are completing a Sales Order Support (Program Area Staff) service request, you must select a problem type. Use the examples in the following table to help you decide which type is the best match for your problem.
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Problem Types
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Examples
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Access to Sales Order form & Reports
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- I require access to the Sales Order Form in Unit4.
- I am unable to access the Sales Order Tracking Reports in Unit4.
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Requestor & Responsible roles access
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- The Requestor and Responsible fields of the Sales Order form are blank.
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Cannot complete Sales Order (e.g., missing service dates, customer not in database, etc.)
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- The customer being invoiced does not exist/requires updating in Unit4.
- I cannot find the “Service From” and “Service To” dates I need for my Sales Order.
- I cannot find my cost centre in the Sales Order Form/ I do not have access to the cost centre for which I am trying to allocate revenue.
- I need to request a new currency or product for the Sales Order form.
- I am unsure which product/revenue type/tax code or system to select in the Sales Order form.
- I need to process an invoice for products 5100-OTH and/or 5200-OTH and/or 8500-OTH.
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Change or Cancel Sales Order or Invoice
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- I need to make a change to my Sales Order or Invoice.
- I need to cancel my Sales Order.
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Incorrect documents on customer record or Sales Order
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- I have attached a document to a Sales Order in error.
- I need to delete a document from a customer’s record.
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Invoice issue or follow-up
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- I am unable to preview my invoice.
- My Sales Order has been outstanding for more than 10 days.
- My customer has not received their invoice.
- I cannot locate an invoice on the customer’s record.
- I need to update JIBC’s contact information on the invoice footer.
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Training/support required
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- I require training/support regarding the Sales Order Form and process.
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