Alert! Three (3) fields to complete on FOC Direct Orders. An error message will appear if/when these fields are incomplete.
1. Requested Delivery Date
2. Shipping Country
3. Shipping Method
FOC Direct QRG consist of 4 Phases:
1. Create Initial Draft Order
2. Use Recipient & One-Time Shipping Address section
3. Add Order Product(s)
4. Activate Order & Tracking
Phase 1: Create Initial Draft Order
**Tip!** If your Account has a '**Completely Processed**' order, you may select the '**Clone with Products'** button in lieu of the '**New Order**' button. Cloning an existing order most likely will reduce the # of clicks ( and save time). If you select the 'Clone with Products' option you are responsible to verify each product line item has shipped on the historical order & each product is currently available (in-stock) for the new order.
1
If the Account has no historical Orders to Clone, the next option is to select 'New Order'. From the **Account** page, select the ***drop down arrow*** in the top right corner
2
Click "**New Order**"
3
Click '**FOC Direct**' Order type
4
Click "**Next**"
5
Click '**FoC Reason**' picklist field for values to appear. Most Orders will have '**FoC Reason'** = Business Model (i.e. meter is for Patient to use); or = **Demo**nstration (i.e. meter kit stays with HCP/HCO).
Alert! DO NOT use the **PO Number** field. This can create a downstream issue in SAP. If you have a PO #, use either the **'*Shipping Street'*** field or the *'**Recipient Name'*** field. Both are valid options to document a PO Number.
6
Complete the "**Requested Delivery Date**". This field is the future date the customer is expected to receive the Order based on Standard shipping.
Alert! Required field 1 of 3: Requested Delivery Date
7
**Request Delivery Date** is 5 business days **after** the Order / Activation date to allow for standard shipping. In this example, the Order Date = 11/17, therefore the **Requested Delivery Date** = 11/24.
8
The **Status** field default value is **'Draft'**
Alert! Required field 2 of 3: Shipping Country
9
Click on **'Shipping Country'** field
10
Select **'United States'**
Alert! Required field 3 of 3: Shipping Method
11
Select **Shipping Method** field and select **'Standard'**. Any value other than Standard requires Manager approval \[documented on the Account\].