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:
Navigate to issues using the left panel.
At the top of the page select + New Issue.
Choose the entity, or part of the workflow, where the issue occurred.
A list of associated entries will populate. Select the correct entry.
Add a title and relevant information and submit. You can also attach documents such as photos or claim documents.
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:
Navigate to issues using the left panel.
At the top of the page select + New Issue.
Choose the entity, or part of the workflow, where the issue occurred.
A list of associated entries will populate. Select the correct entry.
Add a title and relevant information and submit. You can also attach documents such as photos or claim documents.
Updated on: 05/04/2025
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