Previous Topic

Next Topic

To enter an order

Follow this procedure to enter a basic order. For information about entering and viewing additional, detailed product-order information, see the following sections:

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Click New.
  3. Enter the Order Summary information:
    1. Enter an Order Type (select the Find icon to look up an order type).
    2. Enter a Bill to ID (select the Find icon to look up an ID).
    3. (Optional) Override the Order Date if necessary. The Order Date defaults to the batch date if batch control is used; otherwise, the date defaults to the system date.
    4. (Optional) Enter a Purchase Order if applicable.
    5. Select an order Source code from the drop-down list.
  4. (Optional) Override the default Shipping Method if necessary.
  5. (Optional) Override the default Tax Authority if necessary.
  6. Enter the General order information:
    1. (Optional) Override the default payment Terms if necessary.
    2. (Optional) Enter a percentage discount for the order in the % Discount field.
    3. (Optional) Enter a backorder Priority for the order.
  7. Enter the product line-item information:
    1. Enter a Product code (select the Find icon to open the Product Find window and look up a product), and press Tab. The Description field populates automatically.
    2. Enter the number of products ordered in the Quantity field.
    3. (Optional) Edit the product Price if necessary.
    4. (Optional) Enter a percentage discount for the product in the % Disc field. (Entering a product-level discount in the % Disc field overrides any order-level discount entered in the % Discount field. However, product-level discounts are applicable only for a given product and do not affect entire order-level discounts.)
  8. Press Tab to add the product to the order. The product will display in the list of Product Line Items, and your cursor will be in the Product field.
  9. Repeat this process for each additional product ordered.
  10. Click Save to enter the order.

See Also

Entering Orders

Enter and edit orders window

Searching for Products

Preventing Duplicate Product Line-Items


ASI logo 10.6 Production Release. Updated 10/5/2005 3:41:53 PM
Copyright © by Advanced Solutions International, Inc. All rights reserved.