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The required fields are: Company, Contract, Entity, and Shipping Date.
The "Customer Order (create)" form. The Main tab
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The Basis field is filled automatically, if the customer order is based on a document of the following types: Lead, or Quotation. If needed, you can manually select the basis document from the list of customer documents (for this, click Show all from the drop-down list). Once the basis document is selected, the data is copied to this order. If, after you edited the order, you want to cancel the edits, click the Fill in button – the details from the basis document will be copied to the order.
The The Project field is available if the Project Management Costing functionality is turned on on the Administration > > Settings > General Settings Project Costing form. You can link the customer order with a project from the list of available projects. If the items in this customer order document are associated with different multiple projects and you need to specify different projects for different items, you can move the Project field field from the the Main tab tab as a column to the table on the the Inventory and Services tab tab. For this, use the the Settings button button on the toolbar (for more information, see see Document Toolbar).
If the Enable Project Tasks option is selected on the Administration > Settings > Project Costing form, you can link the entire customer order with a specific project task or order's line items with multiple project tasks. By default, the Project Task column is available on the Inventory and Services tab. If needed, you can move it as a field to the Main tab. For this, use the Settings button on the toolbar.
In the Shipping Date field, select the planned date of shipping for this order. You can move the Shipping Date field from the Main tab as a column to a table on the Inventory and Services tab and specify different dates for different items, if necessary. For this, use the Settings button on the toolbar.
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After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to save, and post the document without closing it or Post and close to save, post, . and close the document. For other button descriptions, see Document Toolbar.
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The Reserve Inventory button becomes enabled once the order is posted and its status is changed to In Process. Click this button to create a reservation document which will indicate that specific items for this customer order should be reserved in a specific warehouse or warehouses. For details, refer to Reserving the Inventory.
Use the Generate button to create a document based on this customer order.
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Use the Settings button to invoke the Document Settings dialog box that can be used to move the Project field or the Shipping Date field, or both the fields from the document header (the Main tab) as columns to the table on the Inventory and Services tab or back.
The Document Settings dialog box
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