Sage Sync Resource Guide

PROCESSING RETAIL ORDERS

VALIDATE CHANGE ORDER

After a customer pays the change order for NON-IME jobs only, the add-on or refund/rebill order will go into the Validate Change Orders action required. Active Orders are received in the past two business days in response to a change order and Past Due Orders are received more than two business days ago in response to a change order.

After selecting Active Orders or Past Due Orders under Validate Change Orders, there will be a list of new retail orders that are in that status as a result from a change order. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

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