Accurate customer data, especially address information is essential for proper fulfillment, shipping, and compliance. The SME Restrict SO Confirmation feature enhances data quality by preventing the confirmation of Sales Orders unless the customer’s address has been properly validated.
When this feature is enabled:
- Salespeople will be blocked from confirming a Sales Order if the associated customer’s address is missing or incomplete.
- A validation check is performed before order confirmation to ensure that key fields like street, city, zip code, and country are properly populated.
- If the address is invalid or incomplete, an error or warning message is shown to the user, prompting them to update the customer details before proceeding.
This control helps organizations ensure orders are not processed for customers with missing or inaccurate delivery details, preventing fulfillment issues and customer dissatisfaction.
Key Benefits
Prevents Sales Orders from being confirmed with incomplete customer address data.
- Reduces shipping errors and returns due to invalid addresses.
- Enforces customer data validation as part of the sales process.
- Supports better reporting and analytics by ensuring address fields are always complete.
- Ensures operational readiness by improving address accuracy before logistics execution.
Example Use Case
A salesperson tries to confirm a Sales Order for a new customer but forgets to enter the customer’s city and ZIP code. Upon clicking “Confirm,” the system blocks the action and displays a warning:
“Cannot confirm the Sales Order. Please validate the customer’s address information.”
The salesperson updates the customer’s address, and the confirmation is then allowed.
Conclusion
The SME Restrict SO Confirmation feature ensures that Sales Orders are only confirmed when customers have valid, complete address information. This leads to improved order accuracy, reduced fulfillment errors, and stronger enforcement of clean data practices in your sales pipeline.
Restrict SO Confirmation?