Add a sales order with an order proposal
Order proposal lines can originate in sales orders (as well as from a stock replenishment and/or cost estimate). If you add a line in a sales order, a check is made to see whether or not the line must be passed on to the order proposal. As soon as a line is passed on to the order proposal, you see the quantity in the Pending order quantity field.
The article and the entry layout must be configured for this.
Add a sales order:
- Go to: Order Management / Sales process / Sales order.
- Click on: New.
- Specify the sales contact. etc. as you usually do.
- Add a new line to the order and complete it.
If you have selected the Always ask (regardless of stock shortage) option for the article, you will now be asked a question. If you have selected Ask question if stock is insufficient, you are asked a question if there is a stock shortage. If you have used the settings 'Always' or 'Remainder', you do not receive a message and the line is immediately transferred to the order proposal.
- If you are asked the question, determine if you want to include the sales line (or the part for which there is a stock shortage) in the order proposal. If you click on Yes, a quantity then appears in the Pending order field.
- Complete the order.
The order proposal now contains a purchase line for this article and you can thus generate the order proposal.