Product: QuickBooks Enterprise

Article Link: http://help.truecommerce.com/en/articles/7947691-quickbooks-enterprise-creating-a-sales-order

A Sales Order represents a Purchase Order (850) from a Trading Partner and will be created after exporting out any received ordered that shows up within Transaction Manager's Inbox.

Whenever you receive a Purchase Order (850) from your Trading Partner it will show up within your Inbox inside of the Transactions section within Transaction Manager. By Exporting it out you can have Transaction Manager automatically create an Sales Order for you within QuickBooks Enterprise.

You can select documents within the Inbox and use the Export button to initiate the exporting of the selected transactions to QuickBooks Enterprise to attempt to create a Sales Order from.

Navigate: Transactions → Inbox

Select: Transactions to Export

Select: Export

Once a Purchase Order is exported from Transaction Manager you will find it under your Transactions list for that specific Customer within the Customer Center of QuickBooks Enterprise.

Navigate: Customers → Customer Center

Select: (Customer)

Show: Sales Orders

You can find a report of the transaction and its resulting Sales Order number within the Integration Activity of Transaction Manager. The Document # represents the Sales Order # created within QuickBooks Enterprise.

Navigate: System Activity → Integration Activity

rev 5/25/2023