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 tab displays the generation, which uses the Print field setting from the Order Status Print Status Defaults control maintenance record.
To post a sales order from another system:
From the Orders menu, select Post Sales Order Entry.
When prompted, enter a batch ID and click OK to display the Initial Post Order Entry window.
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 tab, if needed.
In the Branch field, enter the number of the branch that gets credit for the sale.
In the Customer 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. 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. |
Note: The number you enter may begin with up to two alphabetic characters; for example, AB12345.
In the Order Number 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. |
In the Location field, enter your location. This is usually the same as the branch.
In the Sales Source field, enter a sales source, such as Showroom Sales, if needed. This field may be populated based on your user ID.
In the Required Date field, enter the date by which the customer must receive the order, or click the Calendar button to select a date. You can also press Enter to accept the default date.
In the ShipDate field, enter the date the customer will pick up the material, or click the Calendar button to select a date. You can also press Enter to accept the default date.
Click OK to display the new order's Body tab.
Enter products and prices on the order, and then process the order as usual.
See Also:
Setup Requirements for Posting Sales Orders From Other Systems