Transfer/Reorder Sales Orders

Modified on Tue, 24 Feb 2015 16:34 by Ryan Horne — Categorized as: Order Entry

Transfer/Reorder Sales Orders¶

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Transfer/Reorder Sales Orders
General Information
Process

General Information¶

Source WorkOrd# - WO/SO number of the sales or work order you wish to transfer the line items from.

Target WorkOrd# - WO/SO number of the sales or work order you wish to transfer the line items to.

Reset - Will reset the screen back to blank.

ReNumber - Re-numbers the line items that have been transfered.

Single Down Arrow - Moves the selected line item to the target work order.

Double Down Arrow - Moves all line items from the source work order to the target work order.

Single Up Arrow - Moves the selected line item to the source work order.

Double Up Arrow - Moves all line items from the target work order to the source work order.

Note - Lines that have been submitted to production cannot be transfered.

Process¶

1. Enter in the source sales order number and the target sales order number. The line items from each respective sales order will auto-populate.

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2. When the line item that needs to be transferred is selected, click the single down arrow button to drop it down to the target sales order.

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3. When the line item is transferred, it will change the line number to 90000 on the new order so that it doesn't interfere with the current line items. If you click the "ReNumber" button, it will re-number the line items to a numerical order.

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4. Once all lines are where they need to be and the line numbers are correct, click the "Update" button. A pop-up will appear saying that the work orders have been updated. To verify, refresh the sales order and the new line items will appear.

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