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Equipment Sale Order (Reservation) Window

Reference: 23749

Details

In Equipment Sale Order (Reservation) , changes have been made for enhanced usability and visual presentation. Refer below sections for details of changes.

Renaming of Tabs

In the  Equipment Sale Order (Reservation)  window, the below listed tabs have been renamed.

Tab Previous Name

Tab Current Name

Information

Main

Shipping

Shipping Info.

Payment

Payment Info.

Sub total

Other Charges / Summary

Addition of New Tab

A new tab 'Defaults/ Taxes has been in the Part Sale Order window list.

Fields present in Defaults / Taxes Tab

  • Tax  Info fields

    • Destination

    • Origin

    • Is Taxable (check box)

  • Tax Details section  (displays list of tax schedules applied for the order)

Addition of new fields

 

Field

Description

Tab Name

1

Customer

Displays Order Customer / Allows to change order customer.

Main Tab (previously Information tab)

2

Sales Person

Displays Order Salesperson / Allows to change order customer.

Repositioning of fields

The below listed fields and sections have been repositioned to other tabs.

 

Field

Field Previous Location

Field Current Location

1

PO No

Payment Tab

Main Tab

2

Tax Details section

Sub Total Tab

Defaults / Taxes

3

Is Taxable (check box)

Sub Total Tab

Defaults / Taxes

4

Tax  Info fields

  • Destination

  • Origin

Shipping Tab

Defaults / Taxes

5

Expense Branch

Information Tab

Payment Info.

Removal of Fields

The below mentioned fields has been removed from within the Order Tabs.

 

Field

Comments

1

Equipment Salesperson

 Fields present in Main Tab (previously Information Tab).

2

Parts Salesperson

3

User name

4

Date Created

5

Revision

6

Version

Removal of Icons from Tool Bar

The below listed icons have been removed from the Tool Bar icon list.

 

Icon

Feature

Feature - Alternative Access Location

1

image-20240728-224343.png

Enter Items

Actions Menu - Enter Items

2

image-20240728-224352.png

Equipment Search

Search Inventory feature can be used for performing Equipment search.

3

image-20240728-224412.png

Comments

Order line - Right click menu - Comments

4

image-20240728-224423.png

Assign

Actions - Assign

5

image-20240728-224434.png

Expand / Collapse

Order Line - Right Click Menu - Expand / Collapse.

6

image-20240728-224444.png

Find

Edit Menu - Find

7

image-20240728-224453.png

Paste

Edit Menu - Paste

8

image-20240728-224502.png

Copy

Edit Menu - Copy

9

image-20240728-224512.png

Cut

Edit Menu - Cut

Illustrations - Equipment Order (Reservation) Window - After Change

Figure 1.0 Equipment Order (Reservation) Tool Bar

image-20240728-225041.png

Figure 1.1 Main Tab

image-20240728-225052.png

Figure 1.2 Customer Tab

image-20240728-225105.png

Figure 1.3 Billing info Tab

image-20240728-225114.png

Figure 1.4 Shipping info Tab

image-20240728-225123.png

Figure 1.5 Defaults/Taxes Tab

image-20240728-225132.png

Figure 1.6 Other Charges/Summary Tab

image-20240728-225142.png

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