Add sales order based on quotation, another sales order, or job order

1. Open the Sales Orders (SO) page.

   a. Select Sales Management > Sales Transactions > Sales Orders.

   Or

   b. Search for SO or Sales Orders in the Navigation box and then select Sales Orders.

   The Sales Orders (SO) page appears.

2. On the Toolbar, click Browse.

   The Browse For Sales Orders window appears.

3. Select the row that contains the required sales order, and click Select.

   Or double-click the row that contains the required sales order.

4. Copy the Sales Order:

• To base the Sales Order on the one displayed, on the Toolbar, select Copy > Current.

• To base the Sales Order on an existing Quote, RMA, Sales Order, or Job Order option as appropriate:

  i. On the Toolbar, click Copy, and select one of the following:

  • Quote

  • Sales Order

  • RMA

  • Job Order

  ii. Select the required Quote, Sales Order, RMA, or Job Order from the **Copying <name> window, and click Select.

  If there are multiple entries, click Next, select the required items and then click Select.

  The message, Do you want to update the copied Item(s) and Component(s) with the latest estimated costs from the Item Master? appears.

5. Click:

   • No: To copy the cost of the item in the parent Quote or Sales Order as is.

   • Yes: To copy the cost of the parent item(s) from the Item Master (INV) based on the following conditions:

   If the Sales Order Detailed Bill of Material or the Sales Order Detailed Routing is blank in the parent Sales Order, then the cost of parent items is updated only in the Price Summary screen according to the CSPROD – Estimates Costing Method.

   If the Sales Order Detailed Bill of Material or the Sales Order Detailed Routing is not blank in the parent Sales Order, then the cost of Sales Order Detailed Bill of Material standard items is updated according to the CSPROD – Estimates Costing Method. The Non Standard part costs are copied from parent Sales Order as is. The cost of SODRTG is copied from the Standard Routings (RTG) page for all the matching operations and work center combinations. The costs are automatically recalculated in the Price Summary screen.

   For a Make item, if the Use Standard BOM and Routing check box is selected, the Sales Order Detailed Bill of Material and Sales Order Detailed Routing cost details are copied from the Item Master and not from the previous Sales Order, or a Quotation, or a Job Order.

6. Make any necessary changes to the sales order’s items.

7. On the Toolbar, click Save.

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