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Select Sales Order

Select Sales Order

Select Sales Order

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Clicking   in Create WO opens a window where you can select a sales order. Enter criteria in the upper section and click Refresh Data in order to filter for data. A list is generated in the bottom section displaying available sales orders.

 

The following two buttons can be found in the main window section:

Refresh Data Click it to refresh data, according to the selected criteria.
Transfer Click it to transfer selected sales orders.

 

Below you can see the criteria you can set:

Order From - To Enter or select an ID of sales order by which you want to restrict selection.
Deliver-By From Enter or select a lower margin for deliver-by date of sales order.
To Enter or select an upper margin for deliver-by date of sales order.
Order Date From Enter or select a lower margin for order date of sales order.
To Enter or select an upper margin for order date of sales order.
Customer Enter or select a client (customer). By default the one from the selected sales order is set. Having selected a customer automatically fills-in Consignee field.
Consignee Enter or select a consignee. By default the one from the selected sales order is set. Having selected a consignee automatically fills-in Customer field from the Subjects register. If payer is not set then customer and consignee are one and the same entity or person.
Item Enter or select an item by which you want to restrict selection.
Prim. Cat. Enter or select an ID of primary category for items in lines of sales orders.
Sec. Cat. Enter or select an ID of secondary category for items in lines of sales orders.
Delivery Method Enter or select a delivery method.
Item Type Enter or select an item type.
No Doc. Types If checked, selects lines of sales orders where items are not assigned manufacturing document types in Item Types.
Not Transferred to Plan If checked, displays sales orders not transferred to plan.
Not Released to Production If checked, displays sales orders not transferred to plan.
Order Document Types Select order document types in order to included them in selection.
Order Statuses Select statuses for documents to include.
Work Order Document Type Select document type(s) to include. The default value can be set in the Item Types.
 

After having clicked Refresh Data a Sales Orders list is displayed in the bottom section.

 

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