Once you submit a deal in PREO and it is WON, the data is imported into EA one time. PREO does not currently actively communicate with EA, so if a deal is changed in PREO after it is won, nothing makes its way to EA without human intervention and manual changes. Think of it as using a Kiosk to order a sandwich. Once you submit your order it goes to the Kitchen. You can't change the order you submitted by going into the Kiosk ad changing your order - you need to still communicate the change to the kitchen.
While each situation is unique, you can get accessories added to a deal that has already delivered by following these steps:
First and foremost, you should notify Order Processing from the Chat in the Deal and via email to stop processing the Deal immediately – once it is Fulfilled, everything recommended below would change.
To get the accessory ordered and delivered it is usually easiest to create a new "Accessory Add On" order to get the accessory ordered and delivered, especially if the equipment has already been delivered. Follow these steps:
Create a new proposal.
Change the Order type to Accessory Add On (upper right hand corner or on the Requirements Tab).
Change the Name of the proposal to include the Original PREO Job #.
Add the accessory that you need – jus the accessory, not the whole machine (Click Accessory Only under Add).
Change from Lease to Cash.
Set Price to $0.
Explain situation in Order Processing Notes. Indicate if you are swapping any existing accessory or just adding.
Include the Original PREO job Number in the Order Processing Notes.
Hit Submit.
Once Won, go to the Original deal and submit a Request Change.
Explain what happened and put in the new Job # of the accessory you added.
The Request Change will be reviewed, and deal will be unlocked so you can update the main deal.
Or, if the Equipment has not been built/shipped and/or Order Processing recommends otherwise, follow these steps:
Connect with your Warehouse personnel or someone from Order Processing who will update and make the appropriate changes to EA and reprocess.
Once confirmed, submit a Request Change from the deal and explain the situation and identify who will be changing EA.
The Request Change will be reviewed, and deal will be unlocked so you can update.