Job Aid

Entering a Sales Order with Standard Items

Step Action
1. Begin by navigating to the Sales Orders page.

Click the vertical scrollbar.

2. Click the Order Management Super User, Vision Operations (USA) responsibility
link.

3. Click the Sales Orders link.

4. The Sales Orders page consists of the header (Order Information) and lines (Line
Items) regions. You can enter the header details in the Main or Others tabs. For
example, if you enter the Customer Number in the Main tab, most of the information
will default in the header region based on the current defaulting rules.
5. Enter the desired information into the Customer Number field. Enter a valid value e.g.
"1005".
6. Click the Others tab.

7. Enter the desired information into the Warehouse field. Enter a valid value e.g. "V1".
8. Click the Line Items tab.

9. The Line Items page consists of several tabs where line information is entered and
displayed. Enter the item number and quantity in the Main tab and most of the other
information defaults based on the current defaulting rules.
10. Enter the desired information into the Ordered Item field. Enter a valid value e.g.
"AS54999".
11. Enter the desired information into the Qty field. Enter a valid value e.g. "5".
12. When you tab out of the Qty field, the Pricing Engine calculates the price of the item
and displays it in the Unit Price field. This includes any modifiers and qualifiers that
have been attached to this price list.
13. Click the Book Order button.

14. Click the OK button.

Date Created: 30/06/2010 15:34:00 Page 1

Job Aid

Step Action
15. Click the Close button.

16. You have successfully entered a sales order with standard items.
End of Procedure.

Page 2 Date Created: 30/06/2010 15:34:00