Automatically Generate Sales Orders

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Expand/Collapse item  Overview

You can generate sales orders automatically from a selected group of master/repeating orders. Information from the selected master and repeating orders is copied to the new sales orders. The new order number and order date information is written to the relevant repeating/master orders.

Expand/Collapse item  Before You Begin

Job information is copied from master and repeating sales orders to new sales orders only if the following conditions exist:

  • The Job Cost module is integrated with Sales Order.

  • The customer number matches the customer number of the job number entered for the sales order.

  • The Post Invoice Costs to Job Cost check box is selected in Sales Order Options.

  • The job number, cost code, and cost type entered for the sales order are valid.

 

To automatically generate sales orders

  1. Select Sales Order Main menu > Auto Generate Order Selection.

  2. Select the order type to generate new orders from. For more information, see Auto Generate Order Selection – Fields.

  3. Select the Select Orders on Hold and Select Expired Orders check boxes if you want to generate standard orders from expired sales orders and/or sales orders on hold.

  4. Select the Only Select Jobs with Status of Open check box if you want to generate standard orders only from orders that have open jobs associated with them.

  1. In the grid, enter selections of sales orders to generate new orders from.

  2. Click Proceed.

Note  Click Clear to clear all selections that are not updated.

The new sales orders are generated. Use Sales Order Entry to edit the orders after generation.