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.