To configure a customer order header, do the following:
-
On the Customer Orders or Customer Orders Quick Entry form, add
a new order, or edit an existing order. Ensure that the order status
is Planned.
-
Save the order.
-
Select . The system
displays the configuration user interface (UI) for the order.
-
Configure the order. Refer to the configuration application's documentation
for additional information.
Note: When you
are in a configuration session, the system prevents you from accessing
any SyteLine
forms or online help.
The information you select in the UI can be used to configure the
order header and all items in the order.
-
After the system returns the configured order, process the order
according to your standard procedures.
After configuration, the next time you select that order or line item,
the UI displays the saved information.
Note: If you reconfigure
a customer order, any existing customer order line items or job cross-references
will be deleted.