Page History

1. Open the Consumption Sites record where you want to create the Call Order.
2. Click the Orders drop down button and select Add Order button. This will display a separate Order screen. Note that the Order toolbar button is visible only when the Billing By of the site is set to Tank.
   
   • If the consumption site’s delivery is currently on hold, instead of directly creating the order, it will show a confirmation message. Refer to no.2 of How to Put Delivery Off Hold .
   • If the consumption site has an active Contract, the Add Order button will, first, open the Search Contract screen. In this case, select the appropriate Contract in the grid and then click the Open toolbar button. The order will be created upon closing the Search Contract screen.
   • If the consumption site Sales Tax option is checked, Total field will be computed based on the State Tax ID assigned. See Sales Tax and Special Pricing
   • If customer has a Special Price, it will be auto computed in Order's Price field. See Sales Tax and Special Pricing
3. Verify the order details. Most of the fields are auto-populated, however you can still change the percent, requested date, desired qty, driver and terms value and enter comments if necessary. 
4. Save the changes in the Consumption Sites record by clicking Save button.
5. Saving the order will close the Order screen and will enable the Dispatch and Print Order button.Order details such as Status, Call In, Dispatched and Requested Date, Qty, Price, Total, Driver, Printed, Entered By and Comments  will be displayed on the grid of Order tab.
   Image Removed
   
   

...