During Shop Order Entry

1.  If you are entering a new shop order, the system will display the Shop Order Header panel once you have selected the item to be built.  Once you have entered the quantity for the shop order and any other required information into the Shop Order Header, you can position the cursor in the Order No field and use the Expand key to display the Sales Order Inquiry program.  The Sales Order Inquiry program displays all of the sales orders in the system and you may select the sales order that the shop order will be linked to by highlighting the correct record and pressing the enter key in this program.  You may also use the Expand option in the Sales Order Inquiry program to display the line items for the order so you can verify the specific line the shop order is being created for.

2.  Once you have selected the sales order that the shop order is being built for, the system will display the appropriate order number in the order field and the name of the customer from the sales order in the Company field.  The system will NOT automatically load the sales order line field and this field must be loaded in order for the system to correctly link the shop and sales orders.  You should verify and enter the appropriate line number into this field to finish linking the records.

3.  Continue entering the shop order into the system.