Transfer/Reorder Sales Orders - Revision history

Kamar at 18:21, 2 October 2024

2024-10-02T18:21:41Z

Kamar at 18:20, 2 October 2024

2024-10-02T18:20:51Z

Kamar at 18:20, 2 October 2024

2024-10-02T18:20:36Z

Kamar at 18:19, 2 October 2024

2024-10-02T18:19:40Z

Kamar at 18:18, 2 October 2024

2024-10-02T18:18:37Z

Kamar at 18:16, 2 October 2024

2024-10-02T18:16:23Z

Kamar at 18:15, 2 October 2024

2024-10-02T18:15:59Z

Kamar: Created page with "NOTOC This screen is used to move/merge line items from one sales or service order onto another. You can also reorder line items on the order. The line items will not a..."

2024-10-02T18:15:09Z

Created page with "__NOTOC__ This screen is used to move/merge line items from one sales or service order onto another. You can also reorder line items on the order. The line items will not a..."

New page

__NOTOC__
This screen is used to move/merge line items from one sales or service order onto another.

You can also reorder line items on the order.

The line items will not appear to be transferred on the original work orders, but the invoice will reflect your changes.

The invoice will contain all descriptions of work performed from both work orders.

See below for instructions on using this screen.

'''STEP 1:''' Enter a work order number in the yellow work order field. It's task name and line items will appear in the top area.

'''STEP 2:''' Enter a different work order number in the blue work order field. It's task name and line items will appear in the bottom area.

'''STEP 3:''' Choose which line items from the first work order you wish to merge onto the second work order by selecting them with your mouse and clicking the '''Single Downward Arrow''' button. The line item(s) should move to the bottom area. If you wish to move all line items at once, click the '''Double Downward Arrows''' button.

'''STEP 4:''' Move the line items into the order you wish them to appear by clicking and dragging on the box on the left hand side.

'''STEP 5:''' Click the '''ReNumber''' button to give the line items the correct line item number.

'''STEP 6:''' Once you are satisfied with the new order of line items, click '''Update''' to change the work orders.

← Older revision		Revision as of 18:20, 2 October 2024
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	'''STEP 6:''' Once you are satisfied with the new order of line items, click '''Update''' to change the work orders.		'''STEP 6:''' Once you are satisfied with the new order of line items, click '''Update''' to change the work orders.
−	[[~~Categpry~~:Task Management]]	+	[[Category:Task Management]]

← Older revision		Revision as of 18:20, 2 October 2024
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	'''STEP 6:''' Once you are satisfied with the new order of line items, click '''Update''' to change the work orders.		'''STEP 6:''' Once you are satisfied with the new order of line items, click '''Update''' to change the work orders.
		+	[[Categpry:Task Management]]

@@ Line 2: / Line 2: @@
 This screen is used to move/merge line items from one sales or service order onto another.
-[[File:Transfer_Reorder_Sales_Orders.png]]
+[[File:Transfer_Reorder_Sales_Orders2.png]]
 You can also reorder line items on the order.

@@ Line 10: / Line 10: @@
 The invoice will contain all descriptions of work performed from both work orders.
-See below for instructions on using this screen.
 '''STEP 1:'''  Enter a work order number in the yellow work order field.  It's task name and line items will appear in the top area.

@@ Line 11: / Line 11: @@
 See below for instructions on using this screen.
 '''STEP 1:'''  Enter a work order number in the yellow work order field.  It's task name and line items will appear in the top area.
@@ Line 19: / Line 17: @@
 '''STEP 3:'''  Choose which line items from the first work order you wish to merge onto the second work order by selecting them with your mouse and clicking the '''Single Downward Arrow'''  button.  The line item(s) should move to the bottom area.  If you wish to move all line items at once, click the '''Double Downward Arrows''' button.
 '''STEP 4:'''  Move the line items into the order you wish them to appear by clicking and dragging on the box on the left hand side.

Transfer/Reorder Sales Orders - Revision history

Kamar at 18:21, 2 October 2024

Kamar at 18:20, 2 October 2024

Kamar at 18:20, 2 October 2024

Kamar at 18:19, 2 October 2024

Kamar at 18:18, 2 October 2024

Kamar at 18:16, 2 October 2024

Kamar at 18:15, 2 October 2024

Kamar: Created page with "__NOTOC__ This screen is used to move/merge line items from one sales or service order onto another. You can also reorder line items on the order. The line items will not a..."

Kamar: Created page with "NOTOC This screen is used to move/merge line items from one sales or service order onto another. You can also reorder line items on the order. The line items will not a..."