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.
- Enter initials in the Changes log
- Click OK
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The Quote Order Wizard screen will appear.
- Enter FOB Destination (needs this to create the Sales Order)
- Click on Order Job Wizard
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A blank screen will briefly appear.
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- In Order Job Wizard check the following: Create Job, Get Details and Schedule Job
- Click on Save
- 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). If this information does not automatically populate, they will need to be checked off (including Creat Job, Get Details, Schedule Job).
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.
- Right Click on the field under Job
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- A dropdown will appear: click on Open with > Job Entry
- 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.
- Close all the screens by clicking on all the “X”s.
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