Converting Lot Item Bids to Direct Ship Orders

After a customer approves your price and accepts your bid, you can convert the bid to a direct shipment order. Converting the bid prevents you from having to re-key all of the lot item information into a new order.

To convert a lot item bid to a direct ship order:

1. From the Orders menu, select Sales Order Entry to display the Sales Order Entry window.

2. Open a sales bid that includes a lot item.

3. From the Edit Order menu, select Change Order Mode, and then select Direct Shipment from Vendor from the list to display the Purchase Order Header window.

4. At the prompt, in the Enter the ship-from vendor field, enter the name of the vendor who will ship the order to your customer.

5. On the Direct Purchase Order Entry Header window, in the Freight field, enter the method to use to handle freight charges.

6. Complete or edit any other fields, as needed.

7. Save the information and exit the window.

The system adds Direct to the end of the sales order number.

8. Do any of the following, as needed:

• Edit the lot item price and cost information.

• Edit the lot item materials.

• Release the order from hold.

• Schedule the materials for multiple shipments.

9. From the File menu, select Exit until you return to the Sales Order Entry window.

10. From the File menu, select Exit until you display the Sales Order Entry Status window.

11. Choose shipment options, as needed.

12. Save the information and exit the window.

See Also:

Lot Item Order Entry Overview

Lot Item Order Entry Workflow

Entering Lot Item Direct Ship Orders