The Export Compliance functionality helps you prevent export orders from processing without proper review. After setting up the permissions and controls for how the system should handle export orders, you can manage those orders. The system automatically compares the country in which the order was made to the country to which the order should be shipped.
Your export department can manage each order and either approve or deny as business processes dictate.
If users change the customer through the Totals tab or Header tab of the sales order and the customer is set up for export compliance, the system prompts users to identify if the order is an export order.
Note: If the order is a direct sales order andan export order, the order is listed in the Open Order Status Review Queue when users print the order. If approved, a tracker is sent to the user's job queue and the order follows the standard flow.
To manage an export order:
From the Orders > Queues menu, select Open Order Status Review Queue to display the queue.
In the Selected Items field, select Export.
Complete the remaining header fields, as needed, to filter the queue for your needs.
Click Update.
Select the order with which you want to work.
From the Order menu, select Approve/Deny Export.
Select one of the following:
Deny - Export denied and cannot be processed. The order is removed from the queue.
Approve - Export is approved for processing.
The order is removed from the queue. The system includes the order on the Automatic Shipping Ticket Printing phantom. The Export Order field on the Header tab of the order is set to Yes. You change the export flag on an order from the Header tab of the order.
Cancel - Return to the queue without any processing.
Address more orders or exit the queue.
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