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Submitting a Sales Order

Sales orders must be submitted to the accounting system for processing. After a sales order has been posted to the accounting system, it cannot be changed in Sage SalesLogix. Sales order changes must be managed in the accounting system.

You cannot print or e-mail a quote until the sales order is approved by the accounting system. Any sales orders that were active before enabling accounting integration cannot be submitted to the accounting system. Sales orders must contain products that are synchronized from, and associated to, the accounting system.

To submit

1. Open the Sales Order Detail view for the sales order you want to submit.
2. In the Accounting Tasks pane, click Submit to Accounting System.
3. In the Submit to Accounting System dialog box, click Yes.
4. In the Pricing Updates dialog box, review any pricing updates from the accounting system.

• Click Apply Changesto accept the pricing and submit the sales order to the accounting system.
• Click Cancelto keep the existing pricing and return to the sales order.

5. After posting, the sales order updates with information from the accounting system.

Related Topics

Locking Product Prices

Viewing Sales Order Status