Create a Trade Operation for a Filtered Set of Orders

On the Orders to Estimate page, you’ve the option to create a trade operation from scratch, from a template, or using the Quick Create option. You can create trade operations either for the selected orders or for a filtered set of orders that match your search criteria. A filtered set includes all orders meeting the criteria at the time of creation, regardless of manual selection.

1. In the Receipt Accounting work area, select Order to Estimate from the Quick actions menu.
2. On the scorecard area, select the order type you want to view: purchase orders schedules, purchase order shipments, or transfer order shipments.
3. Search for the orders for which you want to create a trade operation.

   Use keyword search, contextual filters, and filter chips to quickly identify the relevant records. For example, using the Ship-to Location filter chip you can search for orders for a specific ship-to location. Use the Filters filter chip to explore all the filters that you can use to locate the desired records.

4. From the More Actions menu, select the method that you want to use to create a trade operation for the filtered set of orders and then specify the required details.
   • Use Create Trade Operation for Filtered Set to create a trade operation from scratch.
   • Use Create Trade Operation from Template for Filtered Set to create a trade operation from a template.
   • Use Quick Create for Filtered Set to create a trade operation using the Quick Create option.