When received goods are entered using the Docketing function, the Customer Order Number and the relevant line item(s) are automatically created but with limited information.

To update this information, navigate to Network⇒Sales Order Processing⇒Sales Order

This will show the Sales Order List with the most recently entered orders at the top (Orders that have only been docketed will state Docketed in the status column.

Double click on the Customer Order Number you wish to update (or highlight it and click the Edit button)

Note – If the order has not been docketed, a new order can be created on the system by clicking the New button

This opens the order – the Customer Order Number and the Customer Name are carried over from the Docketing function and the Contact details, the Delivery/Invoice addressed and the Currency fields are auto-filled from the Customer details. The remaining fields are completed as required

• Order type – Aerospace/Commercial/Oil & Gas etc.
• Date Required – Required date from the customer order
• Promise Date – This date will appear as the promise date for each line item on the order but can be amended on each line item as required

Once all of the information has been entered, click Save

Click on the Order Item tab – this will then show all of the items docketed for this Customer Order.

Double click the line number to be updated

This opens the Sales Order Item screen

Complete the rest of the details as required for the line item and then press Save Order Item and then Close Order Item

This process can then be repeated for each order item

Note – If any additional order items need to be added that have not been docketed these can be added by clicking the new Item button on the Order Item list