Procurement Configuration

Note: The following topic is for Premium Mobile administrators.

To edit Premium Mobile Procurement Configuration, perform the following steps:

1. From the Organize tab in your Tool Bar, click Client Settings.

2. In the Client Settings menu, click the Procurement Configuration link.

3. In the Procurement Configuration area:

a. Add or edit your information using the radio buttons, drop-down lists, and text boxes.

For information about using the Edit links, see:

·   Procurement Workflow Notifications

·   Carriers Display Priority Order

·   Upgrade Eligibility Settings

·   Transaction Display Priority Order

·   Select Favorite Models

·   Agua Display User Attributes

·   Configure Procurement Transaction Options

·   Existing Device/Plan Selection

·   SLA_Settings

b. Set Replace Initiator with Current User on Order Resubmission to Yes, if you want to replace the order initiator with the current active user who is doing the order re-submission.

c. Set Allow UNKNOWN Serial Number type to Yes, if you want to display 'Unknown' option in the Serial Number Type drop-down during Switch Device transaction.

d. Set Enable Vendor Accounts Validation to Yes, if you want to validate the vendor account format in the Vendor Account Policy page. The application will display an error if the validation fails.

e. Set Enable Display Payment Quantity and Total Price on Shopping Cart to display quantity and total prices on the shopping cart under each section for bulk orders.

Full price is displayed in shopping cart as total price for bulk orders.

f. Set Bulk Summary Email Enabled option to Yes to send out a single summary email to the fulfillers when the user submits a bulk order. When you set this field to Yes, the Bulk Summary Email To Use field gets enabled.

g. In the Bulk Summary Email To Use field, specify the email address of the recipients who will also receive the single summary email along with the procurement workflow notification settings when the user submits a bulk order.

h. Set Enable Display Company Price on Shopping Cart for Bulk Orders to Yes if you want to display the total company price for devices and accessories on shopping cart for bulk orders. By default, this option is set to No.

i. Set Enable Additional Postal Code Validation to Yes if you want to enable validation on the Zip Code pop-up. By default, this option is set to No.

4. Click the Save button.

 

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