To enter an order
- From Service Central, select Process orders. The Overview tab is displayed by default.
- Click New.
- Enter the Order Summary information.
- Enter General order information.
- Terms - (Optional) Override the default payment Terms if necessary.
- Discount - (Optional) Enter a percentage discount for the order in the % Discount field.
- Priority - (Optional) Enter a backorder Priority for the order.
- Enter a Product.
- Product - Enter a code and press Tab.
Note: Click the lookup icon to open the Product Find window where you can look up and select a product.
- Description - the field is populated automatically.
- Quantity - (Optional) Enter the Quantity.
- Price - (Optional) Edit the product Price if necessary.
- % Disc - (Optional) Enter a percentage discount for the product in the % Disc field.
Note: 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.
- Press Tab to add the product to the order. The product is displayed in the list of Product Line Items, and your cursor is moved to the Product field.
- Enter additional products.
- Click Save.
- From Service Central, select Process customer requests. Notice that the order (OE) you just processed is now a line item on the Process customer requests window.
Note: You can click and drag the vertical lines between items on the Process customer requests window so that you can see all the information in a column.
10.6 Production Release. Updated 10/5/2005 3:44:27 PM
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