How to: Manually Generate a Sales Order from a Standing Order
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.
You must have already set up a standing order.
If a standing order has been assigned to a delivery route, you can not use it to manually generate sales orders.
To manually generate a sales order from a standing order
- In the Search box, enter Standing Sales Orders, and then choose the related link.
- Open the relevant standing sales order.
- On the General FastTab, in the Next Order Date field, enter the order date you want to assign to the new sales order.
- On the Actions tab, in the General group, choose Make Order, and then choose the Yes button.
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. Note that the standing order has not been deleted.