Entering Required Header Information

The required fields in the header are:

• Sold to customer.

• Order group.

  The default value can appear from user preferences for the person entering the order, as defined on the User Preferences - Orders - Sales page. If no default value exists, you must enter a value.

• PO Number.

  If the customer settings indicate that a purchase order number is required, a purchase order number may be populated from the bill to customer record.

  If no default exists, you must enter a purchase order number. If you enter a purchase order number that is in use by another order, the system asks if you would like to view the other orders that reference the purchase order number.

After you complete required header information, you can enter product and quantity information for the order lines. You cannot save the order until you enter a line. You also cannot enter freight charges until you enter a line for the order.