Sales Order
SALES ORDER
Click on Sales Order tab. A list of all Orders in the Salesforce Organization will display. Click on New to create new Sales Order.
Select the desired Company where you want to create Order
Once the user selects the desired integration and clicks on “New” as shown in above image, a page will open with three tabs where you can add details and promote Sales Order to Sage 300.
In first tab “Order Information” you can select a Customer and update their Address required for the specific Order.
The second tab “ERP Information” is to select the required ERP details.
The Third tab “Order Lines” is to add line items to the Order and Click "Save".
After adding all the required details, click on “Save and Promote” button. Once the Sales Order is successfully promoted to Sage 300 ERP, you will receive a notification with the newly generated Sage ERP Order Number.
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