Our Finance team would like to let colleagues know of a change to the sales order process on Unit4, which is now live.
When you now raise a sales order on Unit4 to bill our customers for services we will deliver and charge them for, this must be approved by budget holders within six weeks to be converted into a sales invoice payable by the customer.
If a sales order remains unapproved six weeks after it has been submitted, Unit4 will automatically cancel the sales order. This cannot be resubmitted or approved after this automatic cancellation process.
Colleagues will receive an automated email from Unit4, including an excel report detailing the sales orders that have been automatically cancelled as part of this process on the day of cancellation.
You'll also receive the same report 7 days prior to automatic cancellation as a 7-day warning, so that approval can be chased for any sales orders that are still required.
If you have any questions regarding this, please contact creditcontrol@growthco.uk.