Create a sales order from the project section by using one of the two different methods that are available.

Create a sales order from a particular project

  1. Click > .

  2. Select a project.

  3. Click > .

  4. Click CTRL+N to create a new line. The dialog box opens.

  5. In the dialog box, enter or modify the settings as appropriate.

  6. Click . A new sales order is created for the selected project.

  7. In the lower pane of the form, create a new line. Repeat this process for each order line that is required for the order.

See Also