The Order Entry is attached to a quote which is coming from the Bill of Materials. This module is where you go to process an order previous to creating the module in e-manage One is a critical component for processing orders before creating purchase orders. This screen is directly correlated closely linked to the Customer Invoicing screen so if anything needs to be adjusted on , so any necessary adjustments in the Customer Invoice it would need to be modified must be made in this module.
You have to select the following
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Order Type
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Contract Type
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Terms of Sale
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The Chosen Quote
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Job Book Date
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Here's how to effectively use the Order Entry module:
Associating Orders with Quotes
To ensure seamless tracking and integration within the system, we recommend changing the Order Name to match the associated Quote Number. This establishes a clear connection between Quotes, Orders, and Customer Invoices.
Selecting and Saving the Chosen Quote
Begin by selecting the quote you wish to process. Afterward, click the small save button located on the "Chosen Quote" line.
Essential Selections
Now, you'll need to make several important selections:
Order Type: Choose the appropriate order type.
Contract Type: Specify the contract type for this order.
Terms of Sale: This field should automatically populate once you save your selections.
Job Book Date: Set the job book date.
Order Book Date: Note that there are two order book date options because you can have multiple Orders per Joborders per job. Select the relevant one.
Processing the Bill of Materials (BOM)
Once you select everything 've made these selections, you can click the process BOM and "Process BOM" button. This action opens the Process BOM window pops up
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.
Processing Options
In the Process BOM window, you have the choice to process by Line Item or by Phase.
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This decision determines whether you want to
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display all the line items from the
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Bill of Materials on the invoice or
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show summary information grouped by phase. By default, Line Item/Hybrid Phase is usually suitable for most situations.
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Custom Entries
If you need to create custom entries and don't wish to process the BOM, you have the option to click on "Create / Edit Line Item
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" at the bottom left. If you
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opt for this route, make sure to save your custom entry by clicking the save button next to
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"Process BOM
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.
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A good rule is to name the order the same as the Quote because you will see it in other areas of e-manage and it will help.
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"
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