Product: QuickBooks Enterprise
Article Link: http://help.truecommerce.com/en/articles/7947848-quickbooks-enterprise-sales-order-process-overview
A Sales Order Process is one in which you receive Purchase Orders (850s) from a Trading Partner and send an Invoice (810), or a Purchase Order Acknowledgement (855) in return.
While there are other documents that you may send and receive - these are the most typical for Sales Order Process.
Purchase Order (850)
When you receive a new Purchase Order (850) from your Trading Partner they'll show up in the Inbox of Transaction Manager ready to be exported. From here you can open the transaction within Transaction Manager and view the data provided by your Trading Partner otherwise it can be exported into QuickBooks Enterprise.
Exporting
An exported Purchase Order from Transaction Manager can be configured to create a Sales Order, Sales Receipt, Estimate, or an Invoice.
For this example - we'll assume it's configured to create a Sales Order
Sales Orders
Once successfully exported the Purchase Order will be moved into the Received folder of Transaction Manager and a Sales Order within QuickBooks Enterprise will be created.
Invoice (810)
Invoices are imported into Transaction Manager after being created either from a Sales Order through your business process within QuickBooks Enterprise or alternatively automatically by skipping the Sales Order creation during export of a Purchase Order and instead creating the Invoice instead.
Importing into Transaction Manager
After an Invoice is created within QuickBooks Enterprise you'll need to bring it back into Transaction Manager to generate the EDI version of that Invoice (810) to be sent to your Trading Partner.
Ready to Send
Once imported - you will have an Invoice/Purchase Order Acknowledgement sitting within your Outbox ready to be sent. You can open the Transaction to modify any fields manually that may need edited, otherwise you can select the Send button to send it to your Trading Partner.
rev 5/25/2023