How to: Create Special Orders

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You can create a special order for a specific nonstock item to be shipped to a specific customer. Your vendor ships the item to your warehouse and you can then ship the item on to your customer either independently or together with other items on another order.

Special orders imply that the purchase and sales order are linked to ensure that the specific nonstock item is picked and delivered to the customer.

Before you can use this feature, you must first set up the customer, vendor, and item cards necessary for the order.

To create a special order

  1. In the Search box, enter Sales Order, and then choose the related link.

  2. On the Home tab, in the New groups, choose New. Create and fill in a sales order for the item.

  3. On the Lines FastTab, fill in the sales line. In the Purchasing Code field, select a purchasing code that has the Special Order field selected. If the column is not visible, open the shortcut menu for the column headings, and then choose Choose Columns to add it.

    You must now create a purchase order from a requisition worksheet.

  4. In the Search box, enter Requisition Worksheet, and then choose the related link.

  5. On the Actions tab, in the Functions group, choose Special Order, and then choose Get Sales Orders.

  6. In the Get Sales Orders window, show results where the Document No. is the sales order number. Choose the OK button. A requisition worksheet line is created for the item.

  7. On the requisition worksheet line, in the Action Message field, select New.

  8. In the Req. Worksheet window, on the Actions tab, in the Functions group, choose Carry Out Action Message. The Carry Out Action Msg. - Req. window opens. Choose the OK button.

    A message appears telling you that the purchase orders have been created. Choost the OK button.

A purchase order created as a special order for a sales order is respected by the planning system as it balances demand and supply. That is, the purchase order (supply) remains linked to the sales order (demand), even if that purchase order could supply another earlier demand. For more information, see Design Details: Reservation, Order Tracking, and Action Messaging.

Note

You cannot use the special order functionality if the item is already reserved. Therefore, for items that are sold on special orders, make sure the Reserve field on the item card is not set to Always.

See Also

Tasks

How to: Create Drop Shipments

Other Resources

Purchasing Code
Reserve
Calculate Plan - Req. Wksh.
Design Details: Reservation, Order Tracking, and Action Messaging