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Hi,
We have a Job where the users report time and create some purchases against and use items that they want to sell. The users want to sell the created items (assembly) and eventually ship them so that an order confirmation can be sent etc. How can this be done from the jobs, I only see the invoice functionality and nothing else?
If we cant post sales order from jobs what should be done instead?
Create an order
Go to Sales > Orders. , and then select Orders.
Create an invoice from an order and then select Orders. Select the order you want to create an invoice from. Select Create Invoice at the top of the screen. Review the contents of the invoice and make any additions or corrections before sending to your customer.
I found an example of the way to create a sales order in Dynamics 365 Business Central.
Here is an excerpt:
From the main menu, I will select new sales order in the actions, and I’ll go directly to creating a new sales order.
Here, I can select the customer number directly, and that will fill in the header information on my sales order.
On the line I can select between type items, resource, fixed assets etc.
So in this case I will create an item number that we just created for our customer.
And I will select 25 pieces of that one.
I will select a resource line, because I want to add some training, he would like to buy training for demonstrating his new bicycles.
And that will be two hours, and I will select G/L account because I will charge the customer for some transportation as well.
And quantity will just be one, and I will add the amount that I will charge the customer for the transportation.
Now if we want to calculate the invoice discount, I’ll have to go to actions, my functions, and calculate invoice discount.
And if the customer is set up with some labels for invoice discount, it will be calculated automatically.
I could also add some more information on the header.
For instance, a work description, that we will await confirmation After this, I can proceed and either send an email, or print the confirmation to PDF.
In this case, I will print the confirmation.
And on the print, I can see both the invoice discount, all the lines, etc.
Of course, the G/L account number is hidden.
I hope this helps!
Regards.
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YUN ZHU
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Gerardo RenterÃa Ga...
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