Go into SOP > Orders and into your outstanding Sales order
Add your line onto the Sales Order
Go into the Line tab and then into the Delivery Details tab
There is a tick box called 'Call Off Order'. Once this is ticked. this order is now marked as a call off order
When you authorise the order, in the delivery details tab, there is now a box called Call Off Qty
You can enter the quantity that the customer wants to call off and click the Call Off button.
This releases the quantity and will either allocate the stock if you have the stock or put the line into requirements
If you create a new sales order for the customer and try to add the call off item, it will prompt you when you add the item that it is on call off.
There is a button above the item code box called Call off Available
This will open a pop up box and you can then call off some of the existing quantity on the existing order.
You can then archive the order you have just created if it is no longer needed.
To invoice the customer, there are 2 methods.
1) You can invoice as the customer calls off the quantity
2) You can invoice upfront for the full quantity by ticking the Invoice on Authorization tick box in the Header Detail tab