RO Inbox — Detail — Tips

RO Inbox — Detail — Tips & Tricks

What this screen is for. Review a staged import job and turn it into a Requirements Order before it posts.

What you do here

• Check the header (Job, Customer, BOM, Type) and review each line in the grid.
• Set Type/Class from the dropdown if blank — Accept is blocked without it.
• Look at Change vs RO to preview what Accept will alter on an existing order.
• Check Would Hold? and Reason columns, then use Fix now to enter missing SKU or quantity and press Save.
• Press Find SKU (left of the SKU box) to see the likely items; Use fills the box, then Save.
• Use Surplus on a non-inventory line to mark it to come from surplus stock — it shows Surplus on Accept with Undo.
• Use Take remaining as non-inventory or Drop remaining to mark lines, checking the On Accept column.
• Enter Source order # (FP or BT), press Check to verify it before saving.
• Press Save header to save without accepting, or Accept to create/refresh the RO.
• Use Hold or Reject (with a required note) if the row isn't ready to become an RO.

Watch out

• A Would Hold line does not block the rest of the RO from being picked and ordered normally.
• An unsaved Fix-now entry is written automatically before Accept runs, but confirm it saved.
• If every line is marked Drop on Accept, Accept refuses — reject the row instead.
• An error banner means the last Accept attempt failed but the job is untouched; fix the issue and retry Accept.

• BOM created shows when the material list was made (FP ML) or when the BOM file was last changed, with the list or file name under it.
• FP job status and Address come from FieldPulse and refresh on every intake poll.