Forms Used to Enter Sales Orders with Templates for Customer Service Representatives
Form Name |
Form ID |
Navigation |
Usage |
---|---|---|---|
Order Header Revisions |
W42101E |
Sales Order Processing (G4211), Create Sales Order - Header First |
Add sales order header records. |
Enter New Order |
W42101D |
Click Save and Continue on the Order Header Revisions form. Sales Order Processing (G4211), Create Sales Order - Detail First |
Add or revise sales order header information. |
Order Template |
W40215A |
Click Save and Continue on the Order Header Revisions form. Select Templates from the Go To menu and click the Go button on the Order Header Revisions form. |
Enter quantities for the items on the template, or select a different template. Note: You must enable template processing by setting the Order Template Processing field on the P4210 program processing options. The system automatically displays the Order Template form if the customer on the order has a template set on the Billing Information form or if you enter a template name in the Order Template field on the P4210 program processing options. |
Work With Available Order Templates |
W4015A |
Select Available Template from the Form menu on the Order Template form. |
Select an order template. |