Why Isn’t My Sales Order Generating a PDI Appointment?

A Pre-Delivery Inspection (PDI) is a necessary step before a vehicle is delivered. If your sales order is not triggering a PDI appointment, it is likely due to the vehicle’s stock status or an existing PDI record.

Common Reasons & Solutions

1. Vehicle Stock Status

? Issue: The vehicle has not yet been accepted into stock.
? Solution:

• Navigate to Stock Record > Purchase Status and confirm that the vehicle is marked as in stock.
• If the vehicle is still pending acceptance, update the stock status to enable the PDI scheduling.

2. Existing PDI Completion

? Issue: The system does not generate a new PDI if one has already been completed.
? Solution:

• Navigate to Workshop or Service History to check if a PDI has already been logged.
• If an existing PDI is recorded, no further appointment will be scheduled.
• If a new PDI is required, a manual PDI appointment may need to be created.