This Solutions article will go over the process of creating a sales order, both from a quote or from copying a already created Sales Order. 


One set of Sales Orders can be created from a sales quote. Sales Orders for subsequent wells must be created by copying the first sales order or from a new quote. All new quotes must go through the approval process, therefore the preferred method for multiple wells it o copy sales orders. 


The result for each method of sales order creation is at least one sales order that can be used to execute the sales process. 


TABLE OF CONTENTS


Creating Sales Orders From a Quote

When creating a Sales Order from a quote, one set of sales orders can be created from a quote. This set of sales orders will contain a sales order of each section of the quote to be delivered to the customer. 


Prerequisite: An Existing Sales Quote

  • This is done by the Quote department and not by the branch
  • The Existing Sales Quote must be approved
  • Sales Orders are used for product sales, but not for rentals or pure services



Starting Point


New Business -> Sales Quotes



On the Sales Quotes screen, search for and open the quote that will be used to create the Sales Order. 



If you would like to view the quote, this can be done using the "Preview" button. 




Click the "Follow-Up" button and select "Sales Order" from the list. 



Update the details of the job, highlighted below. 



You can search the wells in the system using the dialog box shown



You can search the drilling program list using the dialog box shown



If this is a multi-section quote, continue below. If not, skip to the step to set the source of supply.


Review the line items by section. Remove the line items that do not pertain to the sales order for the section you are creating. 



To remove the line items for other section, select the square to the right of the line item(s). You can use Shift + click to select multiple items. Click the "Remove" button. After clicking the remove button, only line items for a section should remain. 



The Source of Supply (Ship from Branch) needs to be set. Select the remaining line items, then after they are selected, click "Assign Source of Supply". 


There is currently a bug in the system, where you must set the source of supply for each line item, one at a time.



Select the Supply location of the equipment from the dialog box. 



Ensure that the correct ship from location is assigned to each line item. Click "Save" to assign a sales order number. 



Click "Submit" and select "Release Order" from the menu. 




Complete creating the remaining sections from the quote


Start at the follow-up sales order step, then repeat all of the steps to create a sales order described above. Each additional sales order in the set will only have line items that were not placed on prior sales orders in the set. Remove any unneeded line items and repeat until line items and sections are placed on sales orders. 



The Sales Orders are now ready for Fulfillment and Shipping.


Creating Sales Orders from a Sales Order


When creating sales orders from a sales order, the sales order created will only be for one section of the well. You must create a new copy for each section to have all the sales orders for a well. 



Starting Point


Sales Orders -> Sales Order Processing



Find the Sales Order that you wish to copy, either by searching or scrolling through the Sales Orders. Once you find it, select the line and then click the "Copy" button. 



Update the details of the job in the highlighted areas below



The Source of Supply (Ship-from Branch) needs to be set. Select the remaining line items, then click "Assign Source of Supply". 


There is currently a bug in the system where you must set the source of supply for each line item one at a time.


Then click "Save" to assign a sales order number. 



Click "Submit" and then select "Release Order" from the menu. 



The Sales Orders are now ready for Fulfillment and Shipping.