So far we’ve just recorded the order details. No work has been planned and no stock or resources allocated. The planning is done automatically when the order is approved. Part 2 of this tour will show you how to do that.

Most activities in Match-IT involving a document, like a sales order, go through this two-stage process: stage 1 creates the document, and stage 2 approves it. Typically, the first stage is clerical and can be done by anybody, while someone else with more authority does the second stage.

We’ll start the approval process from the event diary.