To fill in the minimum required fields, follow these steps:
1. In Actions Click New Document -> Sales -> Sales Order.
OR
In header click sales & Marketing à Sales Order à New
OR
In the Search box, type "Sales Orders", and then click the related link. Click New.
2. Press ENTER to automatically insert Sales order number in the No. field.
3. In the Customer No. field, click drop-down arrow & Select Customer No. C000012.
[Note: Notice that some fields on the header are now populated with the information that you entered on the vendor card. However, you can change them on the order document Changes that you make in documents do not affect the default settings in the master data record, which in this case is the customer card.]
4. Expand the Lines FastTab, and move to the first line.
5. In the Type field, select Item.
6. In No. field select item no. 2, rope chain.
7. In the Pieces field, enter 10.
8. As Item No. 2, Rope Chain is a serialized Item We need to assign serial No. to all Items in Order. To assign serial numbers follow the steps:
a. On Lines Header Click “More Functions”. This will reveal secondary options.
b. Click on Lines -> related Information -> Item Tracking Lines.
c. Edit-Item Tracking Lines form will appear. In header click
Actions -> Functions -> Select Entries
d. New form will appear, 10 items are automatically selected, click ok. You can change the selected entries.
e. Click close.
9. The Sales order is ready, to print the sales order Click Actions -> Print -> Work Order.
10. Message box will appear, click print or preview to view Sales order report.
11. Close the report.
12. In header click posting -> Post.
13. The posting request form appears showing the default option, Ship & Invoice. Click Ok.
14. The sales Order is successfully posted. To view the posted order click
Posted documents -> Posted sales shipment.
15. To print posted sales receipt click Actions -> Print.
16. Sales shipment form will appear, enable print company address & Print Package Tracking No’s. & Click Print or preview.