...
- From the Toolbar, click Inventory.
- From the Inventory menu, select Sales Orders.
- From the Sales Orders menu, select Add Sales Orders.
- From the Add New Sales Orders window, type a Y in the Choose Default field.
- 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.
- 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.
- 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.
- blah blAH
- Use Next/Back to scroll through sales orders until you find the correct one, then choose Select.
- In the Default From Sales Order pop up window, answer the following questions then click OK:
- Accounting Information
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. - Transaction Codes
...
N = load current inventory price
- Remarks
Y = load remarks from the previous sales order
...