ID23 - How to Associate Equipment and Contracts to Sales Orders and Sales Invoices

There are 2 ways you can associate equipment and contracts to Sales Orders and Sales Invoices. The first way is to check the box that says Add Equipment and Contract below the Items field. Then select the equipment and contract from the drop down lists before you add the items to the Sales Order/Invoice.



The second way is to add the line items to the Sales Order/Invoice, then double click on each line item and select the Equipment from the Equipment drop down list and the Contract from the Contract drop down list.



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