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Manually generate a sales order from a standing order

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You can use a standing order to generate a sales order. The information on the standing order's header and lines is copied to the corresponding fields on the new sales order.

Set up a standing order before performing this activity.

Note

If a standing order has been assigned to a delivery route, you cannot use it to manually generate sales orders.

Steps

  1. In the search box, enter Standing Sales Orders, and then choose the related link.

  2. Open the relevant standing sales order.

  3. On the General FastTab, in the Next Order Date field, enter the order date you want to assign to the new sales order.

  4. On the Actions tab, in the General group, choose Make Order, and then choose Yes.

A message appears informing you that a new sales order has been created. You can see the new sales order in the sales order list. The standing order is not deleted.