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TC-07001 : Create a Sales Order for Conversion at OKC Mfg
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Process Area : Store Ops
Steps To Execute
Login as: Kimray - Field Service Technician, Kimray - Service Supervisor, Kimray - Repair Tech, Kimray - Customer Support Specialist, Kimray - Product & Customer Support Technician, Kimray - Product & Customer Support Manager, Kimray - Store Sales, Kimray - Customer Support Specialist - Intl, Kimray - Sales & Service Manager Step 1: Navigate: Transactions > Sales > Enter Sales Orders Step 2: Enter The Following Details Set Location (For Testing Set Location To OKC Mfg) Customer (For Testing use " 1 Source Control Products" Enter PO# (If Applicable) Customer Contact Select Shipping Carrier Select Shipping Method Ship To Select Address Step 3: Enter Conversion Line Item (For Testing Use AARS6V and make sure the location at the line level matches the header level location. ) Step 4: Save Sales Order Step 5: Email Sales Order To Communicated Expected Ship Date
Expected Results
Sales Order is Created. Manually fill out the promise date