Page Comparison

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1. From the Toolbar, click Inventory.
2. From the Inventory menu, select Sales Orders.
3. From the Sales Orders menu, select Add Sales Orders.
4. From the Add New Sales Orders window, type a Y in the Choose Default field.Image Removed
5. In the Pickup/Delivery box, type P for pickup or D for delivery. An entry P will apply state/county taxes from pickup location. An entry of D will apply the state/county taxes associated with the customer Name ID.
6. In the Ship To Name ID field, click Lookup or press Enter, and select the name ID of the customer for whom the sales order is being created and click Select.Image Added
7. In the Default Order # field, type the sales order number to be used as the default and click OK, or to search for the sales order click Lookup or press Enter. If the Lookup Button is used to locate the sales order number to default from, clicking select will take you to the next window.
8. In the Default From Sales Order pop up window, answer the following questions then click OK:
   • Name ID Fields
     This field will default to Y if the orders are for the same two customers: Y = load from previous sales order price level, price schedule, 6 transaction codes (state/county, salesperson, etc.) name ID type, shipper name ID, agent/broker name ID, invoice terms, and their order number from the previous order. User Order Field #1 and User Order Field #2 are always copied from the previous order, regardless of how the question is answered.
     N = load fields from current Name ID defaults.
   • Price
     Y = load price from the previous sales order.
     N = load current inventory price
   • Remarks
     Y = load remarks from the previous sales order
     N = clear remarks
   • Components
     Y = load components from previous sales order
     N = no components are loaded
   • The Shipment Date of the new order may not default from the previous order. If the Shipment Date is blank on the previous order, it will be blank on the new order. If the previous Shipment Date is prior to the current processing date, it will be set to the current processing date on the new order. If Shipment Date from the previous order is in the future, it will copy from the previous order.
   • If the User Line Item Field on the previous order starts with "B#", then the order is from a FMB blend. This field will be cleared out on the new order and the user will have to create another blend.
9. From the Add New Sales Order window, change the Bill to Name ID if necessary.
10. Click OK.
11. In the Order Date box, the default processing date displays, if this date is not correct, type the new date, or click on the Date Lookup .
12. Edit the Order Date and Order Status fields as needed.
13. Click OK.
14. At the Is This Correct prompt, click Yes if the Name ID and transactions codes are correct (click No if the Name ID and transaction codes are incorrect).
15. To edit the line item(s) copied to the new sales order from the default, click on the line item to be edited then click Select.
16. To insert an additional line item, click Insert.
17. To edit comments/remarks click Continue.
18. Click Save/Exit when complete.
19. From the Do You Want to Print This Order Form prompt, click Yes to print.

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