COR - Reply Receipt

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Use this option to log a reply for the COR when it is received.  The following process occurs automatically when the Reply Receipt Button on the COR Correspondence Tab is selected:

 

1.The COR record is updated for the following fields:

 

§Act. Answer Date - updated with the current date.
§Status Code - set to Answer Received.
§Status Date - updated with the Reply Receipt Date.

 

2.The Reply Receipt Button is disabled and the Distribute Answer Button is enabled for distributing the response to the COR when applicable.

 

3.A transaction record is created automatically with a date and time stamp to document the flow of the COR answer being received.  Be sure to update the following fields in the transaction record for documentation and correspondence purposes:

 

Sent To / From – This option will display a list of all companies who are members in the project team list.  This information is populated automatically based on the original "send to" party but may be modified if the answer came from a different source.

 

Contact – Once a company is selected from the team list, a list of contacts for that company will be available for selection.  This information is automatically populated but may be edited if desired.

 

Notes – Optional field to record any notes regarding the receipt of the COR.  

 

Send… - This field is blank and disabled on processes that involve incoming information.