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Operations Menu - Create Sales Order

To create an Order from a Project Budget, select 'Create Sales Order' from the Operations menu. All changes to the Project Budget must be saved using the [Save] button before the Order can be created.

A new record is created in the Order register (in the Sales Orders module). It is opened in a new window entitled 'Order: Inspect'. This means that it has been created and saved and is being opened for amendment and approval.

Virtually all the information entered for the Project Budget is transferred to the appropriate fields of the Order, reducing the typing load and minimising the risk of error. This is useful where you have used a Project Budget to plan precisely the Items (especially Stocked Items) that are to be supplied to complete a Project, and where special pricing has been agreed for those Items.

The Order will contain the following Items:

  • All Stocked Items in the Project Budget will be included in the Order if you are using the Stocked Items Only On Sales Orders or the Both options in the Project Item Handling setting.

  • All purchases in the Project Budget will be included in the Order if you are using the Allow Plain Items On Sales Orders option in the Project Item Handling setting.
The order quantity, pricing and Objects for these Items will be taken from the Project Budget.

The Project Number will be shown on the