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COMPAS Go: Project Management Personnel Learning Track - Publish Sandy Articles
Sandy FAQ

COMPAS Go: Project Management Personnel Learning Track


This learning track "Project Management Personnel Learning Track" focuses on users who deal daily with project management in COMPAS Go. Click on the following links in the process workflow for detailed learning.

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 Go Mobile 

Training (Recommended)

Training (Optional)

Installation of COMPAS Go in devices

                                                                                                                                                                                  

 Create Job / Quote

Training (Recommended)

Training (Optional)

Create quote in COMPAS Go

Enter Order in COMPAS Go - Video

                                                                                                                                                         

 Product Catalog

Training (Recommended)

Training (Optional)

Product Catalog General

Successor Product Selection

                                                                                                                                                                   

 Availability

Training (Recommended)

Training (Optional)

Availability General

Check Availability in Sandy

Check Availability with Video

                                                                                                                                                   

 Pricing

Training (Recommended)

Training (Optional)

What are the pricing functions?

What is the handling fee for small orders?

Applying discount  / pricing navigation

How to submit a quote for pricing approval in COMPAS Go?

How to Refresh the Pricing View to see the approval status

How to Apply Discount or Customer Margin from the Pricing screen.

How to setup the pricing field column in COMPAS Go

How to apply total sell price for Siemens products at quote level?

How to apply sell Price for a line item?

How to apply net price for a quote in COMPAS Go?

How to apply net price for a line item?

How to apply discount for each line item (Line Level discount)?

How to apply header level discount for the quote?

                                                                                                                                                    

 Quick Ship

Training (Recommended)

Training (Optional)

How to apply Quick Ship (custom dates) to line items in COMPAS Go?

How to remove Quick Ship

                                                                                                                                                   

 Shipping

Training (Recommended)

Training (Optional)

Call Ahead [notification]

Marking

Shipping Screen

How To Apply Standard Lead Time in Shipping screen

How to apply requested ship date in shipping screen?

How to apply default address for lines in shipping page?

How to put line on hold

                                                                                                                                                  

 Submit Order

Training (Recommended)

Training (Optional)

How to submit order in COMPAS Go?

                                                                                                                                                   

 Manage Orders

Training (Recommended)

Training (Optional)

Manage Order - Video

COMPAS Manage Order - Overview

How to access manage orders in COMPAS Go?

How to release or extend lines in Manage Orders in COMPAS Go? [Video 7:39 Min]

How to extend hold lines on Manage orders?

Contents of the Manage Order home page?

How To download / view order status report in Manage Orders?

How to Export BOM data from Manage Order.

How to add sales order(s) as favorites in manage orders?

                                                                                                                                                  

 Order Status Report

Training (Recommended)

Training (Optional)

How to generate Order Status Report in COMPAS Go?

                                                                                                                                                  

 Submittal

Training (Recommended)

Training (Optional)

Submittal Package (Video)

Submittal Package Icons

How To Generate Submittal Package For Selected Line Items
 

Editing Submittal
How To Edit Submittal Cover Page Title

How To Change Document Setup Setting for Submittal Package?

How to change address in Transmittal Letter in submittal package

                                                                                                                                                  

 Sandy Chatbot

Training (Recommended)

Training (Optional)

How do I use the virtual assistant - Sandy?

                                                                                                                                                   

 Web Request

Training (Recommended)

Training (Optional)

How to create web request from manage orders in COMPAS Go?

                                                                                                                                                            

 Live Chat

Training (Recommended)

Training (Optional)

Live Chat in Sandy (Video)

                                                                                                                                                    

 Change Request                                                                                                                              

Training (Recommended)

Training (Optional)

External Change Request - ECR (Video)

How to reach out to Siemens Project Manager?

ECR - External Change Request in COMPAS Go (Overview)

How to create a change order request (CR) from COMPAS Go for existing line items?

How to verify or view the scope of changes in change order and view the tech review status (ECR)?

How should I interpret change request items status in COMPAS Go?

How to do "Submit CR" in COMPAS Go for change order process?

How to view all change request quotes associated with my order using COMPAS GO?

How to view the change order status of line items in manage order?

                                                                                                                                                    

 Operations - Maintenance Manual

Training (Recommended)

Training (Optional)

Submittal - O&M

Operations and maintenance information from submittal

                                                                                                                                                    

 Technical Support

Support Link

Product Technical Specialist Support

                                                                                                                                                    

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