If your company ships products and invoices customers using sales orders, follow the steps below to enter all open (not shipped or invoiced) sales orders:
Get an Sales Order Detail list report from your previous accounting system, which you wish to transfer. It should include all sales order that are still open. If a sales order has been partially billed, only enter the uninvoiced amount of the sales order.
Access the Sales Order transaction from the Sales\Sales Order menu and start a New Sales Order.
Enter all unvinvoiced amount from the Sales Order Detail list report.
Print a Sales Order Detail report and compare it to the report from your previous accounting system.
Last updated 7 years ago
