Creating A PT Sales Order
The Portuguese Sales Order is created in the Order Entry screen.
Sales Management > Order Management > General Operations
Creating the PT Purchase Order
When the order is finished, ticking Ready to Process in the Summary or Header tab will immediately create a Purchase Order for the parts in the Sales Order.
Verify the PT Purchase Order
When the PT Purchase Order has been created, the PO Number can be found in the Releases Detail Tab in the Order Entry screen.
Right clicking on the number and clicking Open With > PO Entry, will open the created Purchase Order.
Creating the ES Sales Order
After the PT Purchase Order has been created the ES Sales Order will be automatically created and linked to the PT Purchase Order.
This occurs when the Auto Multi Company and Multi-Company Direct Server Process runs in both companies. These processes usually run every ten minutes, but it can take multiple runs of the process for the Sales Order to be created and linked.
Verify the ES Sales Order
After the ES Sales Order has been created and linked, its Order Number can be seen in the Summary tab of the Purchase Order Entry screen.
Material Management > Purchase Management > General Operations
The link can also be verified in Order Entry screen with the ES Sales Order loaded. The PO Number will match the PT PO Number.
Copying PT Sales Order
Ready to Process cannot be set in the Copy Order popup screen in Sales Order Entry screen. If it is, it will automatically be unset. Instead set Ready to Process as described above, when the order has been completed.
Amending Orders
One Way Changes Sync
After the orders have been linked, changes to the PT Sales Order will immediately propagate throughout the linked orders.
However, changes to the PT Purchase Order and ES Sales Order are not permitted.
Allowed Changes
The following PT Sales Order changes are allowed and will propagate throughout the Orders:
· Any changes before ticking Ready to Process.
· Change line quantity
· Close Order
· Open Order
· Close Order line
· Open Order line
Disallowed Changes
The following changes are not allowed after linking and will not propagate throughout orders:
· Changes to PT Sales Order when the ES Sales Order has been shipped.
· Changes to the PT Sales Order Releases
· Changes to the PT Purchase Order Releases
· Changes to the ES Sales Order Releases
· Changes to the PT Purchase Order line quantity
· Close PT Purchase Order
· Open PT Purchase Order
· Open PT Purchase Order lines
· Close PT Purchase Order lines
· Changes to the ES Sales Order line quantity
· Close ES Sales Order
· Open ES Sales Order
· Open ES Sales Order lines
· Close ES Sales Order lines