Spare Parts - PRONTO PART II: QUOTATION RELEASE Work Instruction: WI519-008

SALES ORDER APPROVE ORDERS Quotation Release 4. Enter Quote number ie. 6415 & hit enter twice 5. Select ‘Edit’ check cost and sale price and QTY, ESC 6. Select ‘Convert’ ; Enter client PO number and delivery date as per client order. Click OK twice, ESC

SALES ORDER Sales order Edit Enter Sales order Number Select ‘Status’ or type U Change to 20 Enter reason “C” Press OK Select ‘Status’ or U Change status to 11 Enter “y” for yes

12. Select Address/Instr  Delivery Address and enter RTIO delivery address as per PO (ie. PICS Cape Lambert, WA 6720), press OK (if an address is already saved, leave it)

13. Select LINES

14. Check the item code (part number), description, price and APN number (= client material number) 15. All Lines should be on backorder (b/ord) and ship on “0”

16. Highlight line 1 17. Press X (Extra) and L (Link to PO)

18. TAB to supplier, Enter Supplier Code or hit F2 to choose, Check Buy price, Tab to OK

19. Save the S/O (sales order) number and PO number into Spreadsheet, press ESC

20. Arrow to next line, click X (Extra) and L (Link to PO)

21. If it’s the same supplier, enter PO number we saved in step 20 and tab to OK (if it is a different supplier go back to point# 18)

22. Scroll up to ensure correct P/O number etc entered so far 22. Scroll up to ensure correct P/O number etc entered so far. If correct press esc

23. Continue steps 20-23 to add line items to purchase order if same supplier is required. Press Esc **** Note if different supplier for line items is required do not enter the same PO number and do steps 17 - 19

24. Press QUIT and ESC

To raise purchase order for supplier, go to: W1519-005 Part II: Raise Supplier Purchase Order