Presentation on theme: "Pull from History. Overview: This function allows you to pull lines from invoice history into sales order entry. This is useful when: creating a credit."— Presentation transcript:
Pull from History
Overview: This function allows you to pull lines from invoice history into sales order entry. This is useful when: creating a credit correcting a costing error copying an invoice to another customer
Operation: Select:Sales Order Menu # 1 Daily Work # 20 Enter/Edit/Verify Sales Orders Enter the sales order header information as usual. Once you reach the lines portion of the sales order, enter PH for Pull from History.
Enter the invoice number you wish to pull lines from. You may pull lines from multiple invoices on one sales order.
Prompt on each line: This option is useful when pulling individual lines from the invoice. The system will allow you, on a line by line basis, to select the lines you wish to pull. If you are pulling all lines from the invoice, select No. If Yes is selected, your options are as follows: Y = Yes - pulls line into current order, then automatically brings up next line N = No - doesnt pull line into current order, automatically brings up next line E = Edit - pulls line into current order, allows you to edit quantity immediately D = Done - stops pulling any further lines
Calc new price/cost: This is useful when copying an invoice from history, yet current pricing and costs should apply. If pulling lines into a credit or correcting a costing error, you would answer No to this prompt. Therefore, the pricing and costs used on the original invoice will be used on the credit/correction as well.
All lines selected are pulled into the sales order, you may now edit if necessary, or complete the order as usual.