SARAS ennovations

The Service Order is created from the Pending Create SO page when the user selects the Create SO button.

• To edit header Click Edit Symbol on right corner of Header section or Press (h). When clicked on Edit Header a popup will open. In which the header details are added and then confirmed.
• Fill in the Vendor name. If the vendor name is not present or it is a new vendor then click on the + icon for getting supplier quick edit screen where a user can type its name, address and contact information all in one screen and can add a supplier quickly.
• Document Code will come automatically after the document is saved. It is based on the from and to location and also the current date.
• From Location, Document Code, and Order Incharge will come automatic. Order Incharge is the person that created the order and this name can be changed if necessary.

• To edit the line items, click on edit and a popup will open.
• Once the editor of line item is opened, the Item ID is displayed on the top.
• In the editor a user needs to fill Price Type, Tax field, Quantity, Unit Price, Discount, Reference Number, Description. Quantity will be filled automatically as a user selects the item.
• If the tax is selected from its drop down it will calculate the amount to be paid by the user. If a item has a discount its amount is calculated in the final paid amount.
• The selling price is automatically calculated based on Unit Price, its tax and its discount.