View Test Case

TC-07041 : Create a Sales Order

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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 Cleburne)
Customer (Use 1 Source Control Products)
Enter PO#
Customer Contact
Select Shipping Carrier
Select Shipping Method
Ship To Select Address

Step 3: Enter Item (For Testing Use AAR and make sure the location at the line level matches the header level location. )

Step 4: Save Sales Order

Step 5: Email Sales Order From Sales Order Screen

Expected Results

Sales Order is Created and Email is Sent to Customer