Posting Sales Orders From Another System

Post Sales Order Entry is used primarily for transferring sales orders from your old system into the new system. It can also be used in other special circumstances.

The process is similar to entering a sales order, except that the system first prompts you for an ID for the batch of orders you are entering. After you provide a required date for the first order in the batch, the system uses the same editable date for subsequent orders. For orders created outside the new system's inventory control, the ship date becomes the same as the required date, and all shipped quantities become the same as the ordered quantities.

When you enter an order using this feature, the system converts it to an invoice order generation. The Status screen displays the generation, which uses the Prt field setting from the Order Status Print Status Defaults control maintenance record.

To post a sales order:

From the Orders menu, select Post Sales Order Entry to display the Post Order Entry prompt.
Enter a Batch ID identifier and press Enter to display the Body screen.

Note: Entering a Batch ID selects an entire group of orders for monitoring, processing, and printing. You can change the Batch ID on the order's Header screen, if needed.

In the Ship To field, enter all or part of the customer's name to do one of the following:

Note: If this is a new customer, type New and press Enter. For more information, see Entering New Customers During Order Entry.

If...	Then...
the order selection screen displays	continue with the next step.
the Customer Primary Index list displays	select the customer from the list and press Enter to display the order selection list.

Select New from the order selection list and press Enter to return the customer's information to the Body screen.
In the Order # field, enter a unique seven-digit transaction number for the order. The system alerts you if the number is invalid or already in use.

If the old system invoice number has...	Enter...
under seven digits	extra zeros before the first number to bring the total up to seven.
over seven digits	the last seven digits.

Note: The number you enter may begin with up to two alphabetic characters; for example, AB12345.

In the ReqrDate field, enter a date within the current accounting period by which the customer requires the order.
Process the order as usual.