Forms Used to Enter Sales Orders Using Order Guides

Form Name

Form ID

Navigation

Usage

Customers Assigned To <Salesperson>

W42470A

From the Sales Order Processing menu (G4211), select My Customers.

Search for and select a customer.

Note that the List View format "Simple" is available for use on this form.

Enter New Order

W42101D

From the Customers Assigned To <Salesperson> form, click the Create Order button.

Add or revise sales order header information.

Select Items Via Order Guides

W4015PEA

On the Enter New Order form, click anywhere in the detail area of the form.

View order template information, view and update item information to add to the order.

Note that the Table View format “Basic" is available for use on this form.