WebForms: Next-Steps Option(s) Crossed Off

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Is the option for your document crossed off from the Next-Steps option?  If your screen is similar to the picture below, please perform the following steps to ensure you are able to select the correct option.

Options Crossed Off:


Step One:
Have you opened the Purchase Order?  The PO must be opened or "Mark Read" prior to working with the order.  To open the order, please click anywhere on the line to open the select PO in a new window or tab. 

If you would like to open multiple orders at one time without viewing the physical order, follow the steps below.
  • Place a check in the Status column next to each PO you would like to open
  • Click on Select an Action at the bottom of the page
  • Select Mark Read
Upon refreshing your page, you will be able to create your desired document from the Purchase Order.  If it is still crossed off and you have not created any documents from the Purchase Order, please clear your Temporary Internet Files.


Step Two:
Have you created a document from the Purchase order and selected the "Done" check-box in the lower lefthand side of the form?  Please follow the below steps to resolve this:

  • Locate the source document(s) (typically the Purchase Order)
  • Place a check-mark in the Status box
  • Choose Open from the Select an Action menu
  • Refresh the page and continue working with your document(s)

Step Three:
Are you working from the most current Purchase Order?  If any Purchase Order Changes have been accepted, you will need to work with the most recent chronological document.


Step Four:
Is the Purchase Order past the Due Date or Cancel Date?  If this is the case, SPS will need to be contacted in order to remove the restriction (if applicable).


Step Five:
If you have performed the above steps and the option is still not available, please feel free to contact us and we can further investigate.

Please feel free to post a conversation on the Support Center, email us or give us a call.

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FAQ, SPS FAQ

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Posted 4 years ago

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Sean McNamara

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Hello,

I am having the same issue on a new PO. The Requested Delivery Date is for today's date (August 24, 2015) - would this cause all of the Next Steps to be crossed out?
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Jordan, Software Engineer

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Hi Sean,

Have you viewed the PO or marked it as read?  If you don't mind providing me with the PO number I can take a look here.

Jordan
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Sean McNamara

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Hi Jordan,

Thanks for the quick response as always! Yes, I tried marking them as read (they already were opened and read) and even cleared Firefox's cache. Still no luck. POs:

5598404
5598411

Thanks!
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Jordan, Software Engineer

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No problem!  Well, you did everything correct here.  In digging deeper, our system had them marked as cancelled, therefore crossing off the options.  Looking through the history of the POs, I do not see any cancellations.  Also - they are not past the cancellation dates.  It looks like an error with the system.  I have opened up all options and you should be able to work with both POs now.  Sorry for the inconvenience here, I hope you have time to complete the POs!  Please let me know if you run into any further issues here, have a great day.

Jordan
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Sean McNamara

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Hi Jordan,

Thanks for looking into it and correcting the error. Looks like everything is good to go now!

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