How To: Sale Pending Method 1A – Other Options
Often the relationship between the seller and customer is known and additional charges are incurred on the work order.
To add the new part(s) and/or labor to the DD transaction from the work order, click the Maintain Linkage button on the Other tab of the work order.
The upper box shows all current items on the DD transaction (which is linked to this work order). The lower box shows all items currently on the work order. To add a part or labor line to the DD order, click the item line in the lower box.
A prompt appears asking if you want to add the item to the customer order detail. Click Yes.
The item appears in the upper box and if you open the DD in Order Maintenance, you can confirm that the item has been added to the order.
‘Linked’ appears in the leftmost column of the upper box, meaning that you cannot ship this item until the work order is updated. To remove this link, click on the item in the upper box and then click ‘Unlink’ at the prompt. The item will remain on the DD, but will no longer be linked to the item on the work order (and is able to be shipped). If you click Remove here, the item is deleted from the work order, but remains as on the DD as an unlinked item.
You can also use this process to move all lines on the work order to the DD (see Method 2), allowing you maintain the entire job on the sales order, shipping as needed.
This process is useful if you are charging the sales transaction to a permanent account in Accounts Receivable and printing statements to collect balances as the job incurs charges.