Modify SO - Options 2

Options 2 of the Modify Sales Orders module allows for the viewing of the activities on a Sales Order. Purchase Orders can be created directly from the Sales Order for any or all of the items on the sales order.

Options 2 - Actions

Activity

The activity list will display any past recorded notes or notes to be added or deleted.

Copy

A new sales order can be created by making a copy of the current sales order. Accept will create a new copy of the current sales order with the existing customer and items. Retry will allow the selection of different customer with the same item detail. New will create the same Sales Order for a new customer. You can use the new customer wizard if you choose. Edit will allow changing of the displayed customer information.

Options 2 - Purchase Order

Create POs

Check or uncheck the Order box for each item to be included on the new PO. If no Part No. or Vendor is displayed, enter the appropriate information to update the inventory file. Click the Proceed button to then create the POs.

Print POs

POs may be printed or reprinted by selecting the Print box for the appropriate PO.