Apply a Response Plan Apply a Response Plan You apply a response plan to a sales order in the Sales Orders (SP) application. When you apply a response plan, you ensure predictable and repeatable responses to similar sales orders.
The status of the sales order cannot be CLOSED.
In the Sales Orders (SP) application, display the record to which you want to apply a response plan.
From the Select
Action menu, select Apply Response Plan.
The response plan is applied, overwriting an existing response plan if
one exists on the sales order. The sales order fields are updated with
data from the associated field in the applied response plan. The actions
and notifications specified in the response plan are carried out.
The response plan does not overwrite job plan data that exists in the
sales order. If the sales order contains a job plan or a work plan, or
if the job plan on the response plan is invalid for the sales order, either
the response plan is applied without the job plan, or the entire response
plan is not applied. This is determined by the setting in the Stop
Response Plan if Job Plan or Ticket Template can not be applied field
on the response plan.
Click
Save Record 
.
The identifier of the response plan is visible in the Response
Plan field on the main tab. You can view a history response plans
that have been added to the sales order.