If a line item needs to be sourced, the Source image (
) is displayed to the left of the line number in the Current Order listing at the bottom of the Current Order screen. Right-click the line and select Source Line on the shortcut menu.
The Source Line dialog box is used to source line items. (Click Source Line dialog box to see a sample.)
If a line item needs to be sourced, the Source image () is displayed to the left of the line number in the Current Order listing at the bottom of the Current Order screen. Right-click the line and select Source Line on the shortcut menu.
— or —
In some cases, the Source Line dialog box is displayed for you automatically.
For example, let's say you are adding a product to a new standard order (or to a new or existing quote) via the Current Order screen. When you click the Accept Line button for a line item, the Source Line dialog box is displayed automatically.
For more information on opening the Source Line dialog box, refer to the Sourcing flow chart.