Entering a future order

Use the future order (FO) type when a customer asks for an order to be delivered on a specific date. When that date is reached, the order is converted to a stock order (SO) and shipped to the customer. Inventory is not reserved until the order is converted.

  1. Select Sales > Entry > Order.
  2. Select Future Order in the Order Type field.
  3. Complete the remaining fields on the Initiate page, and then click Next.
  4. Select Lock Prices to use today's prices for the order.

    If you do not select this option, prices are recalculated when the order is converted, and the most current pricing record is used.

  5. Click Submit.
  6. Click Customer Order Settings, and then specify the promise date.
    Note: The conversion date is based on the requested ship date when creating a future order.
  7. Click Save.
  8. Add line items to the order.
  9. Finish the order.