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- Job Suggested Billing
- Jobs Per Customer
1.4 - Create Sales Order for the project
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Step 1 – Select Sales Order then select New Action
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OR click + Sales Order in Action menu
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Step 2 – Copy Sales Order from Quotation
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Sales Order card page to be prompt, enter Customer Name then select Prepare, Copy Document Action
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In copy sales document dialogue, slect the option as below
- Document type = Quote,
- Document No. = the sales quote no.
- Select Include Header
IMPORTANT – make sure the project code is recored on the sales order. If project code is recorded in source qotation, it should be copy to the sales order. Enter the Project Code in sales order if missing.
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Step 3 – Add line for material list
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Sales line to be copied from the sales quotation.
IMPORTANT*
- if the item if generic and the description to be different on each order, user need to update the description in sales line.
- If the unit of measure is not base unit, user must change the UOM code before edit the description. Once UOM is change, system will reflash the Description.
- [Purchasing Code] – select MATERIAL. If purchasing code is empty, the sales line will not show on the Requisition worksheet.
- No need to enter unit price for the material list item
Report – Customer Order Details to preview the list of material need to purchase for the project
- Filter Total by Project Code
- Filter Sales Order Line by Purchasing Code
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Step 4 – Release Sales Order
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Release Sales order when the material line is finalized.