1.        Go to Opportunity 

2.        All records 

3.        Opportunity ID filter using – Contains – Last 4 numbers of COP number – make sure you in CPT Warehouse 


          


     

  


4.        Open opportunity 

5.        Status – Open 

6.        Stage Agreed 

7.        Actions – create sales order

   


8.        Select SR – okay 

9.        Save – SO (Sales order number would be created)

   


10.        Sales order 

11.        Your sales order status would stay on Hold until you invoice your RJ job on completion 

12.        Always make sure your description matches with the line description if not copy and paste the description to your line description. 


   




13.        Sales order – Action -Production order – to create your RJ number 

   


14.        Sales orders – Production orders – Pop up screen – mark √ the box – Create 

     



15.        Production RJ number is now generated –select the RJ number – this would take you to Production order maintenance on the system (it’s a link)

       


16.        Production order maintenance 

17.        Production NBR – Make sure you have the correct RJ number open 

18.        Actions

19.        Release order

20.        if RJ is not released no hours / 3rd party invoices or parts can be booked to job

21.        Once you have released the RJ the status would change to released (if not released the status will show planned)

22.        Status of job will change to Progress once the labour and materials is issued to the job.  



         



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