Create Sales Memo Order
To fill in the minimum required fields, follow these steps:
1. On navigation pane click Sales & Marketing -> Sales Memo Orders -> New.
2. No. field: Press ENTER to automatically insert Sales memo 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. Move on the 1st line of lines tab,
5. In the Type field, select Item.
6. In the No. field select BRC001.
7. In Pieces field enter 10.
8. Press “ESC” to save & close the page.
You do not have to fill in the remaining FastTabs and fields now.
9. To post the sales memo click Actions -> Posting -> Post.
10. The posting request form appears with default option ship, click OK.
11. Memo status is now released.
12. To Invoice memo, open sales memo order again, & reopen the Sales memo.
13. To reopen Sales memo click Actions -> release -> Reopen.
[Note: If memo order status is released, we cannot edit the memo. To make any changes in memo order the memo order must be open]
14. In Pieces to invoice, enter 10.
15. Click Actions -> Posting -> Post.
16. The posting request form appears with default option ship, select Invoice & click OK.
17. Notice that the sales memo order is not in sales memo order list.