Issues

Issues are alerts meant to track any concern related to a Sales Order, Purchase Order, Shipment or Delivery.

Automatically created:

They will be automatically created if an expected date has passed and the Sales Order, Purchase Order, Shipment or Delivery was not completed.

Manually created:

1. Navigate to issues using the left panel.
2. At the top of the page select + New Issue.
3. Choose the entity, or part of the workflow, where the issue occurred.
4. A list of associated entries will populate. Select the correct entry.
5. Add a title and relevant information and submit. You can also attach documents such as photos or claim documents.

Updated on: 05/04/2025