Converting Lot Item Bids to Direct Ship Orders

After a customer approves your price and accepts your bid, you can convert the bid to a direct shipment order. Converting the bid prevents you from having to re-key all of the lot item information into a new order.

To convert a lot item bid to a direct ship order:

1. From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.

2. Open a sales bid that includes a lot item.

3. Use the Mode hot key and select Direct Shipment from Vendor from the list to display the Purchase Order Header screen.

4. In the Ship From field, enter the name of the vendor who will ship the order to your customer.

5. In the Freight field, enter the method to use to handle freight charges.

6. Complete or edit any other fields, as needed.

7. Save the vendor information and return to the Sales Order Entry screen.

The system adds Dir to the end of the sales order number.

8. Do any of the following, as needed:

• Edit the lot item price and cost information.

• Edit the lot item materials.

• Release the order from hold.

• Schedule the materials for multiple shipments.

9. Press Esc until you return to the Sales Order Entry screen.

10. Press Esc to display the Sales Order Entry Status screen.

11. Choose shipment options, as needed.

12. Press Esc to exit the screen.

See Also:

Lot Item Order Entry Overview

Lot Item Order Entry Workflow

Entering Lot Item Direct Ship Orders