Sales FAQs
Check that each of items on the order has a StockId which is not 0 If there are any items that have a StockId of 0, highlight the line and click Create P...
Thu, Dec 12, 2019 at 10:21 AM
Within a sales order the salesperson field will default to the account manager name from the company record. If there is no account manager set against the...
Thu, Mar 17, 2022 at 10:40 AM
No, you can only add/update contract lines from a Sales Order when it is Outstanding.
Thu, Mar 17, 2022 at 10:41 AM
Yes, you can authorize the delivery type of a sales order as long as none of the items have been processed past the requirements stage onto a purchase order...
Thu, Mar 17, 2022 at 10:56 AM
This can be updated by users that have access to the Maintenance Tool. Go to Settings > Maintenance Check the option Sales Order Cost Change En...
Thu, Mar 17, 2022 at 11:25 AM
You can edit product pricing from the sales order; however this will only update the pricing for that item in the sales order. However, you can use the ...
Thu, Mar 17, 2022 at 11:26 AM
Go into the contact you want to set a credit limit on, click into Web Access and there’s a field called Max. Order Value. This will not prevent the pers...
Thu, Mar 17, 2022 at 11:27 AM
Open a Sales Quote, in any Status In the order header, click on the dropdown box next to Order Source Scroll down to the bottom of the list and select (A...
Thu, Mar 17, 2022 at 11:30 AM
Because a sales only line goes straight to awaiting invoice, the best option is to 'Copy Order', change the cost on the new order and archive the or...
Thu, Mar 17, 2022 at 11:31 AM
To find any call off orders within Prima, go into SOP > Orders Click on the Red bar to reveal the extended search features and click in the box called &...
Thu, Mar 17, 2022 at 11:33 AM