1. Spare Parts - PRONTO PART II: QUOTATION RELEASE
Work Instruction: WI

2. SALES ORDER
APPROVE ORDERS
Quotation Release
4. Enter Quote number ie & 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

3. 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

4. 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)

5. 13. Select LINES

6. 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”

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

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

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

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

11. 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)

12. 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

13. 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

14. 24. Press QUIT and ESC

15. To raise purchase order for supplier, go to:
W Part II: Raise Supplier Purchase Order