FAQ: How to review Scheduled or Prior Item Fulfillments?

There will be times where you may begin the fulfillment process early prior to finalizing the project and you have to come back to update or update the status to Complete for invoicing after the completion of the workshop.

1. Go to the Customer Profile
2. Select Sales and you will see a list of Sales Orders and Item Fulfillments under Type
3. Go to the SO if you can’t recall the exact IMF record.
4. Once within the SO, select Related Records
5. You will see a list of either Item Fulfillments or Invoices associated with that SO and the Status of each. Click the date hyperlink on the Item Fulfillment to review. 
6. Once you have accessed the IMF record and you can see reference to the Associated Project name, you can select Edit if status is in Scheduled and update the fulfillment record to the revised quantity.
   1. If you are done fulfilling for that instance and do not feel there will be more changes, update the Status to Completed and Save.
   2. If you need to go back and modify further, you can save your IMF under Scheduled status, so you can revise again before finalizing.