Create a new sales order

You can view and manage standing order information directly in the sales call plan worksheet, allowing you to track conversions and convert orders as part of your call plan workflow.

To create a new sales order for a record with a new standing order, follow these steps below:

1. Select the Search icon , enter Sales Call Plan Worksheet, and then choose the related link.
   The Sales Call Plan Worksheet page opens.
2. Select a record with a standing order number, which is an unconverted standing order.

3. On the action bar, select New Sales Order.

   The system displays a conformation message.

4. Select New to to create a new sales order from the standing order.
   The other options are:
   Convert: Converts the standing order to a sales order.
   Cancel: Cancel the action.

Generate call plan with standing order conversion

To generate call plan records and automatically convert standing orders, follow these steps:

1. On the Sales Call Plan Worksheet page, select Actions > Generate Call Plan.
   The Generate Call Plan request page opens.
2. Turn on the Convert Standing Orders toggle.

3. Select OK. The system displays a confirmation message.

   The system:

   • Generates worksheet records based on the call plan configuration.
   • Attempts to convert the standing order for each generated worksheet record that includes one.
   • Skips conversions that fail and logs errors in the standing order conversion error log.
   • Updates the worksheet to reflect successful conversions.

   This automated approach streamlines the process of generating call plans and creating sales orders simultaneously.

   Track standing orders in sales documents

   The standing order number is tracked throughout the sales process to maintain traceability from the original template to posted documents.

   Navigate to Sales Order page created via standing order conversion.
   On the General FastTab, view the Standing Order No. field. This field is non-editable and displays the standing order from which the sales order was created. The standing order number does not copy to other documents created by copying the sales order.

   View standing order number in posted documents

   Navigate to Posted Sales Shipment or Posted Sales Invoice page.
   On the General FastTab, in the Standing Order No. field, view the standing order number. This field displays the standing order number from the original sales order. The value is transferred during the posting process to maintain traceability in historical records.