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 purchase orders. This screen is directly correlated to the Customer Invoicing screen so if anything needs to be adjusted on the Customer Invoice it would need to be modified in this module.
You have to select the following
Order Type
Contract Type
Terms of Sale
The Chosen Quote
Job Book Date
Order Book Date (There are two because you can have multiple Orders per Job)
Once you select everything you can click the process BOM and the Process BOM window pops up
You have a choice to process by Line Item or by Phase. Do you want to show all the line items from the BOM on the invoice or only summary information grouped by Phase.
At the bottom left you can also click on "Create / Edit Line Item and create a custom entry and don't process the BOM. If you rather do this than click the save button next to the Process BOM first.
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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module within e-manage|ONE plays a pivotal role in your workflow, particularly when it comes to order processing ahead of creating purchase orders. It's essential to understand that this module is closely intertwined with the Customer Invoicing screen, making it the go-to place for making any required adjustments in the Customer Invoice.
Here's a key concept to keep in mind: the flow of the project life cycle seamlessly continues from the Bill of Materials (BOM) with just a few clicks of buttons.
In essence, this means that when it comes to orders, quotes, and customer invoices:
Quotes = Orders = Customer Invoices
This interconnected approach simplifies your project management and ensures a smooth transition between different stages of your work within e-manage One.
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