Order – Working with Estimates, Sales Orders and Invoices
The Order function in the main CCRQBOM window allows you to build requirements lists and other reports based on assembly items in estimates, sales orders or invoices.
As an overview, the process will be:
1. Select the orders to work with.
2. View the list of required assemblies from the orders.
3. Generate component requirements.
To illustrate how the program works we have the following orders in QuickBooks. Note that item 0050-MC and 1000-MC are assembly items which share some common parts, and that item 0050-MC is found on several of the sales orders.
This is a full level explosion of item 0050-MC:
This is a printed copy of a full level explosion of item 0050-MC:
When you select Order from the main menu you will see the following screen:
Select the date range and type of order to work with. We suggest that you do not use All as the date selection – if you have been using QuickBooks for several years the program will bring in every order that you have on file, and that can take a significant amount of time. Usually you only want to look at fairly recent orders. Note that you can refine your selection after the orders have been loaded into the grid.
Select the Orders to work with