Forms Used to Order Through Templates
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Manage Order Templates |
W4015WA |
From the Tasks portlet, select Order Through Templates. |
Select the template from which you want to create a sales order. |
Select Items |
W40215A |
On the Manage Order Templates form, select the template and click Select. |
Select the line that contains the item that you want to order and specify the quantity, unit of measure, and request date. |
Add Sales Order |
W4210A |
On the Select Items form, click the Select option for the appropriate line and then click Add to Shopping Cart. |
On the Detail Revisions tab, review the Ship To and Sold To information (which you can override) and the quantities of the items that you have requested. |
Order Acceptance |
W42232A |
On the Add Sales Order form, click Checkout. |
Click Place Order. |