Contract Delivery
View schedule of call off approved by customer
This process is completed by the schedulers and saved in SharePoint/Mondays board, there may be a need to view this when dealing with customer queries. This is what the customer will have approved prior to the call off being committed and sent for goods to be purchased /allocated ready for production
The below steps here will generate the schedule, schedulers will manipulate this export to a more customer friendly view, therefore it is always best to view the one saved in SharePoint that the customer had signed off/approved
How to produce schedule to send to the customer
Select the drop-down arrow from the selected call offs
A. Ensure that you only Select the call off required for the customer (NOT unassigned)
B. Select ok
Window closes
a. Check the selected call off is correct
b. Select print,
c. select the correct required schedule dependant on what is on the call off this will generate the schedule ready to send to customer
a. select load template
b. select create schedule
c. select Save as Excel this document and tidy up before sending to the customer for approval
