Add a basic order

You add a basic sales order specially for serial invoicing.

If you want to perform serial invoicing using the basic sales order, you need to add the Serial invoicing selection and Processing method fields to the entry layout. Include the field Processing method in the entry layout header. The value of the field should be Serial invoicing.

You make the selection in the basic sales order header. This indicates that the basic order is intended for serial invoicing.

Note: 

You can only used non-tracked articles and assembled items for serial invoicing.

To add a basic sales order for serial invoicing:

  1. Go to: Order Management / Sales process / Verkoopbasisorder.
  2. Click on: New. 
  3. Select the entry layout to be used.

    The window for entering/editing appears.

  4. Enter the Basic order number if you do not use auto numbering.
  5. In Serial invoicing selection, select the sales contacts selection for which you create the basic order.
  6. If required, complete the other fields in the entry layout header.
  7. Add the lines with articles or assembled items for which you do not track the stock.

    During the entry of the lines, Profit checks if the line is allowed.

  8. Click on: Finish. 

Directly to

  1. The basic sales order for serial invoicing
  2. Activate serial invoicing
  3. Action authorisation
  4. Change the basic sales order entry layout
  5. Create selections
  6. Add a basic sales order for serial invoicing
  7. Generate a basic sales order for serial invoicing
  8. Basic sales order
  9. Add a basic sales order
  10. Copy order lines to a new basic sales order
  11. View a basic sales order
  12. Redetermine the basic sales order prices
  13. Change basic sales orders collectively
  14. Copy a basic sales order with general custom fields
  15. Sales_Afroeporder inrichten