A retrofit order is used in cases where an order needs to be created in Unimarket, after the fact and must be enabled by the community.
With retrofit orders you can opt not to send the order to the supplier and to auto-receive the items, since in most cases:
- The order will have already been sent by the supplier and/or
- May have already been received by the buyer
This feature will not appear at checkout for Browsers. As only Buyers can checkout orders, retrofit or not.
Creating a Retrofit Order
To create a retrofit order, go to the Marketplace module > add desired items into cart > in the Order Type section, select Retrofit Order.
Once selected, additional fields will populate to insert information, if desired:
- Related Invoice Number field
- Order Date field (if enabled)
- Order Submission field
- Do not Send (set as default): Will not send order to supplier electronically
- Send Electronically: To send order to supplier electronically
- Work Order field
Scroll down to the below section:
In the Financial Year field, select the dropdown arrow to choose the desired financial year.
| Note: Customers utilizing financial years can restrict what dates are available. For example, if a buyer selects Financial Year 2018 (July 2017-June 2018), the Order Date must fall within these dates. |
The Order Receiving field, Receive Automatically is select as default (if enabled). To change the option, select the dropdown arrow in the Order Receiving field.
When checkout is completed, the requisition will route for approval, as per the usual process.