- Created by Former user, last modified by Former user on Feb 05, 2021
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 48 Next »
Overview
The system allows you to create as many Standing Orders as you need, you just need to follow these quick instructions.
To create a Standing Order, follow these steps:
Adding Items to the Standing Order
After the Standing Order header has been created you can now add items to the order.
Standing Orders Items Without Price
You are allowed to create a SO without a price and when it is saved, a red icon is displayed in the "Price" column. Please see below:
This information is also displayed in the Prebook and POs:
-
Page:
-
Page:
-
Page:
-
Page:
-
Page:
-
Page:
-
Page:
-
Page:
-
Page:
-
Page:
-
Page:A/R Journal Summary Report (Knowledge Base)
-
Page:Access to Reports (Knowledge Base)
-
Page:Aging Reports (Knowledge Base)
-
Page:Commissions Report (Knowledge Base)
-
Page:Customer Account Detail Report (Knowledge Base)
-
Page:Download an Invoice Summary Report (Knowledge Base)
-
Page:E-commerce Future Shipments Report (Knowledge Base)
-
Page:FTD Availability - CSV (Knowledge Base)
-
Page:Inventory Valuation Detailed Report (Knowledge Base)
-
Page:Inventory Valuation Summary Report (Knowledge Base)
Information
- If the item of a SO is entered with no cost (null), the system will not generate that item on the PO. However, if the SO item is entered with a cost of $0.00, the system will generate the PO with that item.
- When the Start On date is equal to the current day, Prebooks for the next day will not be generated through the automatic process. They will have to be created manually.
- No labels