6.5. Send Electronic Sales Order Form

6.5. Send Electronic Sales Order Form

To send a Sales Order form to a Customer by email or FTP, select the "Send Electronic Sales Order Form" option. The following screen will appear:

Selecting a Sales Order to Review EDI Before Sending

Type the Sales Order Number in the "Order #" field. You may also select one from a list by clicking on the "..." button, typing Ctrl-L (Command-L on Mac), or typing Ctrl-S (Command-S on Mac). You will only be shown Sales Orders for Customers who are set up to receive Sales Orders by EDI.

Note

Customers are set up to receive electronic deliveries of information using the "Transmission" tab on the Customer master.