Saving issues and returns as drafts

You can save issues and returns as drafts. You can modify and save a draft multiple times before submitting. You can also delete a draft. To save an issue or return, click the Save Draft option on the Issue or Return window.

Note: 

Electronic orders are saved automatically as drafts, if the Import Electronic Orders As field on the Customer Number Setup screen is set to one of these options:

  • Not specified
  • Set to Draft

To modify an issue or return draft:

  1. Select Issues & Returns > Draft.
  2. Click Search. The available drafts are displayed.
    Note: 

    You can use the Search panel to filter drafts based on these fields:

    • Draft ID
    • Warehouse
    • Employee
    • Create Date
    • Issue Type
    • Status

    You can use the Additional Criteria option to filter the list of drafts based on more fields.

  3. Click the drill down icon to open the issue or return.
  4. Modify the required information.
  5. Click Save Draft to save the draft.
  6. Click Finish to submit the draft to Distribution SX.e.

    You can also submit multiple drafts, using the Finish option on the Issues & Returns - Drafts screen, and the status of the drafts is automatically updated as follows:

    • New: Indicates the initial status when a draft is created.
    • Pending: Indicates that the drafts are submitted.
    • In Progress: Indicates that the drafts are in processing stage.
    • Error: Indicates that the draft is failed to create an issue due to an error.
    Note: 
    • The Finish option is displayed on the Issues & Returns - Drafts screen, only if you select one or more drafts.
    • You cannot submit or delete the drafts with the status set to In Progress as these drafts are being processed into issues.
    • You cannot access the details of a draft that is in the Pending or In Progress status.
    • In case of an error, the status of the draft is set to Error, and the reason is displayed in the Status Message column on the Issues & Returns - Drafts screen.
    • After the issues are created, the Storeroom Orders Creation report is emailed to the user, in which the status of issues is set to Created. The report is generated based on the template defined in the IDM application.