Mikeg: Created page with "==Work with Sales Orders== Select '''Home (ASW "Splash" screen)→Sales→Work with sales orders''' Click '''add''' :1. Enter customer # '''11086''' :2. Enter order type - e..."

2017-12-28T18:29:41Z

Created page with "==Work with Sales Orders== *Select '''Home (ASW "Splash" screen)→Sales→Work with sales orders''' *Click '''add''' :1. Enter customer # '''11086''' :2. Enter order type - e..."

New page

==Work with Sales Orders==
*Select '''Home (ASW "Splash" screen)→Sales→Work with sales orders'''
*Click '''add'''
:1. Enter customer # '''11086'''
:2. Enter order type - enter:
::'''-''' '''AR''' for invoice
::'''-''' '''A2''' for credit
:3. Enter warehouse '''Mai'''
:4. Click '''enter''' to confirm

*To change payment terms - click '''header'''
#Change "TOP" - enter new payment terms '''F4'''
#Note: all A/R payment terms start with "Z"
#Click '''enter'''
#Select '''Lines'''

*To change tax code - click '''address'''
#Address number - enter '''999'''
#Change Address
#Change County (if required)
#Click '''enter''' four times until you reach the "Work with sales order - Order addresses" panel as shown below:
[[File:WSO5.png|400px]]
*Select '''lines'''
#Enter item # '''02000032''' (Catalyst Program)
#Enter Quantity '''1'''
#Enter Unit '''EA'''
#Enter Price
#Click '''enter''' twice

*Click line and then click '''text'''
*Enter Text and click '''enter'''
*To complete order - click '''right green arrow''' and then click '''enter'''
*Click '''F12''' to return to previous panel

===Invoice printout===
*Mark invoice
*Click '''invoicing'''
#Click '''enter''' to print selected invoice OR
#Enter '''1''' and '''AR/A2'''
#Delete “1” and “order number” next to order number
#Click '''enter''' twice
*Change printer queue '''lp05'''
*Click '''enter'''

[[Category:Workflows-Finance]]
[[Category:Accounts Receivable]]

Accounting Finance:Manual Invoicing (using Sundry Account) - Revision history

Mikeg: Created page with "==Work with Sales Orders== *Select '''Home (ASW "Splash" screen)→Sales→Work with sales orders''' *Click '''add''' :1. Enter customer # '''11086''' :2. Enter order type - e..."

Mikeg: Created page with "==Work with Sales Orders== Select '''Home (ASW "Splash" screen)→Sales→Work with sales orders''' Click '''add''' :1. Enter customer # '''11086''' :2. Enter order type - e..."