Sales Order > Sales Order > Create Sales Order/Sales Quote Overview > Approve Sales Quote

Perform the following in this page:

1.In the Line Items grid, accept or amend the default request date for each of the line items. The default value in the Request Date field is the request date entered during create sales quote.

2.You may change the warehouse from where each line item in the sales quote will be shipped. You may directly overwrite the default warehouse code in the Warehouse field or click the List box button to display a list of available warehouses; then, click a warehouse code to select.

3.Enter in the Approve Quantity column the quantity of each line item that you approve. Alternatively, you may approve all or un-approve all quantities of the line items by clicking the Approve All or Approve None button, respectively. These buttons are located at the top of the Line Items grid.

4.If applicable, mark the Allow to Overbook checkbox if the available quantities in the system are insufficient to cover the order. This happens when inventory items are received in the warehouse but are not recorded as received in the Purchase Order module.

5.You click the Show () button beside the Item # field to view the Details nested tab. This tab shows item details such as item unit cost, tax code, and item weight.

6.Review the information beneath the line items grid as needed. The Available Quantity field shows the on-hand quantity that is available for the item currently selected on the grid. The Short Quantity shows the number of units difference between the item's available quantity and the approve quantity.

7.In the Freight field, you may review, and accept or amend the default freight charges for this sales order. The default freight code in this field is defined in the SO Module Setup function.

Note: If you have set the system to calculate freight charges by weight, it will compute the freight amount based on the weight entered in the Weight field in the line item. If you want to calculate freight charges by weight, activate the Calculate Freight Charge by Weight feature in the SO Module Setup or AR Module Setup function.

8.In the Adjustment field, you may enter an adjustment amount for the sales order. The system adds the amount in this field to the total sales order amount inclusive of tax.

Line Items Page

Line Items Page

See Also