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Amy Kolnes

Amy Kolnes

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AK - review with new notes, recording and add screen shots. 

After a quote has been reviewed for accuracy, a Sales Order needs to be created.

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Follow the path: Sales Management>Quote Management>General Operations>Opportunity/Quote

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>Actions> Quote > Create Sales Order


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Image Opportunity-Quote 18

The Opportunity/Quote Entry screen will appear.

  1. Click on Actions>Quote>Create Sales OrderEnter initials in the Changes log
  2. Click OK


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The Quote Order Wizard screen will

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appear.

  1. Enter FOB Destination (needs this to create the Sales Order)
  2. Click on Order Job Wizard States in noties to add the quantity order for each (Garage and Walkin- still valid). Then need to Select All>Get All Methods>Schedule/All>Release All> Create Jobs. Need to include a PO??? Need to make sure all lines are entered.
  1. A Sales Order will show up as being created. Click on OK Did we discuss that the Sales Order Number would be the same as the Quote number?

 

  1. The sales order has now been completed. 


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A blank screen will briefly appear.

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  1. In Order Job Wizard check the following: Create Job, Get Details and Schedule Job
  2. Click on Save
  3. Click Create Jobs

NOTE: Schedule Job will create demand for Purchasing. We reserve material at the time of release of job (but it may not backflush for another day). Correct???

Need a screen shot that shows Get Details and Schedule Job checked off.


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The job will automatically populate to the Jobs section in Order Job Wizard.


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NOTE: the Job number, is your Sales Order number, Line and Release. At this point your Sales Order is Complete.

 

Reviewing the Sales Order

This process is not necessary, but provides details on how to review a Sales Order once run in Order Job Wizard.

  1. Right Click on the field under Job


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  1. A dropdown will appear: click on Open with > Job Entry


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The Job Entry screen will automatically appear and populate the job. At this point we have created a: quote, we have created a job and a sales order. Next step will be to Production.

  1. Close all the screens by clicking on all the “X”s.


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