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Difference between revisions of "21. Automatic Smart Orders"

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(Created page with "Under Preferences/Sales Tab/General There are two preferences that should NOT be checked if you would like to convert sales orders or purchase ordered to smart orders. The fi...")
 
 
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Under Preferences/Sales Tab/General
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'''Automatic Smart Orders
There are two preferences that should NOT be checked if you would like to convert sales orders or purchase ordered to smart orders.
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'''
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'''Automatic Smart Orders- Do you know the different ways ERP can generate Smart Orders and the required Preference settings?'''
  
The first way is through the Purchase Order, Sales Order or Invoice screens there is button called "Copy to Smart" in the middle of screen.  
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From the '''Main Screen''' select the '''Utilities''' Button then select the '''Preferences''' Button.
The second way would be by clicking on your left hand side of the screen your Purchases module, the top row will have a single entry for Smart Orders.
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* Click the '''Sales''' button on the left
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* Under the '''General''' tab you will find
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''Disable  'Copy to Smart' on S/O when P/O is created''
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''Disable 'Copy to Smart' on Inv and BO Inv when P/O Created''

Latest revision as of 08:36, 26 November 2014

Automatic Smart Orders Automatic Smart Orders- Do you know the different ways ERP can generate Smart Orders and the required Preference settings?

From the Main Screen select the Utilities Button then select the Preferences Button.

  • Click the Sales button on the left
  • Under the General tab you will find

Disable 'Copy to Smart' on S/O when P/O is created

Disable 'Copy to Smart' on Inv and BO Inv when P/O Created