Update the Person in Charge for Despatch Orders
If a Person In Charge (PIC) is selected on a sales or purchase contract when the despatch order is created, the Person In Charge is copied to the despatch order. The PIC can be updated for a despatch order if required.
Use this activity to update the PIC for one or multiple DOs from the Despatch Order Explorer. You can also update the PIC for a despatch order when you Edit Despatch Order Details.
Security Note: You need the Allow the user to maintain despatch orders security right in the Contracts domain security rights group for this activity.
Activity Steps
- Open the Despatch Order Explorer.
- Search for despatch orders.
- To update the PIC for a single despatch order, right-click a despatch order and select Update Person In Charge from the menu.
- To update the PIC for multiple despatch orders:
- Select multiple despatch orders.
- Right-click in the Despatch Orders table and select Update Person In Charge from the menu.
- The Person In Charge Update screen displays. Select a Person In Charge from the users with appropriate domain access defined on the Supply Chain panel of the Solution Explorer. You can enter text to filter the displayed user names.
- Click OK.
- Click Save.