Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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


Image RemovedImage Added

Image Opportunity-Quote 18

...

  1. Enter initials in the Changes log
  2. Click OK


Image RemovedImage Added

Image Opportunity-Quote 19

...

  1. Enter FOB Destination (needs this to create the Sales Order)
  2. Click on Order Job Wizard


Image RemovedImage Added

Image Opportunity-Quote 20

...

A blank screen will briefly appear.

Image RemovedImage Added

Image Opportunity-Quote 21

...

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


Image RemovedImage Added

Image Opportunity-Quote 22

...

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


Image RemovedImage Added

Image Opportunity-Quote 23

...

  1. Right Click on the field under Job


Image RemovedImage Added

Image Opportunity-Quote 24

...

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


Image RemovedImage Added

Image Opportunity-Quote 25

...

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


Image RemovedImage Added

Image Opportunity-Quote 26