Purpose: To define clear expectations as to when and how Customer Service Reps and Customer Account Managers should identify and act on Duplicate purchase orders that are reported.
Locating Duplicate POs
Action needed: Check the Open SOs with Duplicate Customer POs report a minimum of twice, at the beginning and end of the day. The report is found in the Reminders section or in the Customer Service Quick Links under Sales Orders (Open).
Purpose: To monitor PO duplications and act accordingly. The Reminders section will always show ‘0’, but this is not accurate. We also do not receive automatic real-time notifications when duplications are entered, which is why we must check at least twice at the beginning and end of the day.
Taking Action on Duplicate POs
Action Needed: Resolve the duplication immediately by either closing the duplication or confirming this is in fact accurate and the duplication is necessary.
Purpose: We must resolve duplication issues immediately as we are potentially liable for any additional charges caused by unwanted products being sent out.