Create a Trade Operation Using Quick Create

Using the Quick Create option on the Orders to Estimate page, you can create a trade operation faster than other methods. Quick Create automatically populates values from the selected orders and charge setup for the trade operation. You only need to provide charge details with minimum required parameters.

1. In the Receipt Accounting work area, select Orders to Estimate from the Quick actions menu.

2. From the scoreboard, select the type of order for which you want to create a trade operation.

   You can choose to create a trade operation for purchase order schedules, purchase order shipments, or transfer order shipments.

3. Select 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.

4. Click Quick Create.
5. Specify the charge details such as the charge name, charge basis, supplier, and charge currency.
6. Click Create and select one of these options:

   • Select Create and Next if you want to create another charge line in the trade operation. Provide the details as required.
   • Select Create and Close to finish creating the trade operation with the specified charge line.