1. Order Management
  2. Sales Orders and Cash Sales
  3. Grid Order Management
  4. Managing Grid Orders
  5. Entering Multi-Grid Orders

Entering Multi-Grid Orders

The Multi-Grid Order Entry preference lets you to enter orders in multiple grid templates on one Grid Order Entry form. You can combine grid matrix and item templates on a form. Orders are listed in the Order Summary, which is available only when creating multi-grid orders. For more information about the preference, see Setting Grid Order Management Preferences.

Guidelines for Entering Multi-Grid Orders

Read the following guidelines for entering multi-grid orders:

  • You can only enter multi-grid orders for sales orders.

  • If you use the Demand Planning feature, you can enter the expected ship date on the Grid Order Entry form. This date applies to all items across all grid templates used on the form.

    • If you want to combine orders in a single form, it's best if they all have the same expected ship date.

    • You can change the expected ship date of items in the line items of the sales order. Change the dates one item at a time.

  • If you enter 0 in a grid cell when entering new orders in the grid, it won't be added to the Order Summary. If you enter 0 or leave a grid cell blank when editing orders, the corresponding items will be deleted from the Order Summary.

  • You can’t add duplicate templates to the Order Summary. When you enter new orders using a template that has been added to the Order Summary, the quantities in the existing template are updated. However, in the transaction sublist, items are submitted as new orders and not added to existing templates that have been used in other grid orders.

  • After you've submitted a multi-grid order, you can't view or edit it as a whole. You can edit submitted orders per template. For more information, see Editing Grid Orders.

  • For limitations and guidelines when entering grid orders, see Managing Grid Orders.

Follow these instructions to enter multi-grid orders.

To enter multi-grid orders:

  1. Go to Transactions > Sales > Enter Sales Orders.

  2. On the Sales Order page, enter the details in the following sections: Primary Information, Sales Information, Classification. Specify the details as you would in a standard sales order transaction.

    For detailed instructions, see Creating Sales Orders.

  3. On the Items subtab, click Open Grid.

  4. On the Grid Order Entry popup form, enter or select the values in the following sections: Grid Order Information and Order Details.

    For detailed instructions, see steps 4 and 5 of Entering Single Grid Orders.

  5. After entering the quantity of your orders in the grid template, click Add to Order. Your order is entered in the Order Summary table.

  6. To enter orders in another template, select the grid template from the list in the Name field. Every time you change the template selection, the grid cells are cleared. For each grid template that you use, you must enter the orders in the Order Summary by clicking Add to Order.

  7. Click Submit to enter your grid orders and return to the sales order.

    On the Sales Order page, you can review the items from the grid on the Items subtab. You can update the details for specific items or add more items to the transaction.

  8. After completing the sales order, click Save.

Related Topics

General Notices