Copy information into a customer job order

1. To create a job order from a sales order:

   a. Click Copy arrow on the Toolbar.

   b. Select Customer > Sales Order.

   Copying Sales Order window appears.

   c. Select a row and click Select. Or double-click the sales order to use.

   • Click Cancel to exit from Copying Sales Order window.

   • If there are multiple entries for a sales order, then click Next. Select the sales order and click Select.

   : The unit of measure (U/M) for Job Order (JO) is always displayed in the inventory U/M, regardless of whether the Sales Order (SO) is created using the Selling U/M.

2. To create a job order from an inter-facility demand order:

   a. Click Copy arrow on the Toolbar.

   b. Select Customer > Inter-Facility Demand Order.

   Copying Inter-Facility Demand Order window appears.

   c. Select a row and click Select. Or double-click the inter-facility demand order to use.

   • Click Cancel to exit from Copying Inter-Facility Demand Order window.

   • If there are multiple entries for an inter-facility demand order, then click Next. Select the row and click Select.