Page Comparison

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

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The Opportunity/Quote Entry screen will appear.

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

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The Quote Order Wizard screen will appear.

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

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A blank screen will briefly appear.

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1. the Opportunity/Quote Number, then click on tab on your keyboard.
2. This will prompt the quote lines to appear, double check that all lines have populated.

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Go to the Header tab

1. Use the Dropdown Calendar to match the Ship By date with the (automatically populated) Need By For example, if the Need By date is 3/11/2018 the Ship By should also be 3/11/2018.
2. Then click Save.

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This will prompt a Confirmation Pop-up screen.

1. Click Yes (this will refresh the order so that all lines will include the new Ship By date).

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Go to the Line tab.

1. For each line number you will click on Template and Engineered.
2. Be sure to check that the Unit Price has populated for each line.

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Repeat this process for each Line Number. As a reminder all the spaces will show up on the left-hand navigation panel and the corresponding Line Number will be highlighted.  

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Go to the Summary Tab.

1. Check that your carrot is at the bottom of the lines, to ensure all pricing came through.

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Click on Actions> Quote> Create Sales Order

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This will prompt the Quote Order Wizard pop-up.

1. Check to make sure all your lines have come through.
2. Check to ensure each line has a price under Doc Unit Price
3. Click on Order Job Wizard

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NOTE: This screen shot shows one line; however, if there were multiple lines, they would appear in this screen.

The Order Job Wizard screen will appear.

1. Click on Select All, Get All Methods, Schedule All and Release All.
2. Next click on Create Jobs.

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This will prompt the system to process the jobs; which will clear out the check marks under the Order Lines section.

1. Close the box, in the upper right-hand corner.

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Click on WON.

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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

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1. Right Click on the field under Job

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Image Opportunity-Quote 24 

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

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1. Release Job

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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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