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16. At the Price Level choose 1 - Charge or 2 = Cash

17.  At In the remaining fields, use the looking glass button to edit or add any additional information in necessary.

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19. 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 and correct).

20. 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.

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22. To edit comments/remarks click ContinueRemarks.

23. Click Save/Exit when complete.

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