In this task you will enter all your open (unshipped) sales orders.
Task Notes:
•It is likely that your financial accounting system can give you a list of open sales orders, including the line items that have not yet been shipped or invoiced, along with their quantities and selling prices. Use this list as a guide for entering sales order lines in the Sales Orders screen.
•In Startup Day mode the sales order number is entered manually so that the sales order in DBA can be identified with the original sales order number.
•Do not enter the original order quantities. Only enter the remaining items and quantities that have not yet been invoiced.
•Consider using the Speed Entry option, which is accessed by clicking the Speed Entry button. This will enable you to rapidly enter the lines. Be aware that the selling prices will come into the screen automatically based on the pricing and discount tables that you have established. You should therefore verify the prices to make sure they agree with the prices on the original sales order.
•When you are finished entering all your open sales orders, you can run the Sales – Reports – Open Sales Order Detail report to get a listing of the items, prices, and quantities on each sales order. You can compare this report with the corresponding report from your financial accounting system to verify that your open sales orders were accurately transferred to DBA.
Links:
Screen Help - Open Sales Order Detail
