Related topics
A sales order can be created with the displayed element lines. The panel only displays the element lines that are possible to include in a sales order.
Options
| Select/De-select | Select this option to include a record in the created sales order / remove the selection. Note: Deselection of element lines is only possible before the actual creation of the sales order. |
Function keys
| Create sales order | Create a sales order for all selected element lines. After the creation the Work with sales orders, Order lines panel is displayed. |
- Project
- The project number to which the sales order line will be connected.
- Phase
- The phase number to which the sales order line will be connected.
- Order type
- Mandatory entry. The sales order type to be used for the creation of sales orders. Default value from the user is retrieved.
- Customer
- Mandatory entry.
- Sales order
- This field is normally left blank to let the system pick the next available order number from the Number series table. After the creation of a sales order the order number is displayed in this field. Any remaining element lines can also be added to the displayed sales order or to any other already existing sales orders.
- Free of charge
- Indicates if the sales order line will be free of charge. If this field is set to YES, the order line amount on the invoice will be zero. The field is set to YES if an invoice plan exists on either the project header or the selected phase, but it can be changed to NO if there are no invoice plan lines left that can be selected for invoicing. Note: This value can be changed after the creation of the sales order line.
- Currency
- Optional entry. If you want the sales order to be created with a different currency than the project currency, enter a code from Work with currencies denoting the currency for the sales order.
- Line
- S
- Indicates if the element line is selected to be included in the sales order.
- Item/Description
- The element line item and description.