Port offices sometimes will use the SYNC PROFORMA button in Fairwater to submit proforma to Simply5, but then later, will add more services or fees and then try to click SYNC PROFORMA button again. Please note that this will not work.
If you need to change a proforma already synched, then you must go to the Simply5 “Proforma Entry” screen for that call, and click on the “Recall” button at bottom of screen in order to recall the proforma (see bottom of below screenshot). Only then can you go back to Fairwater, and click the SYNCH PROFORMA button again to submit updated proforma.
Please note that if the Simply5 screen shows that the PDA has already been approved by the Hub or Client (2nd screen shot below), then the “Recall” function will not work, and you will not be able to submit any changes unless you write to S5 Finance Hub and ask them to RESET the PDA. After they RESET you can then update the PDA in FW and re-sync.
