One of the most powerful features of Sales Order Wizard is the ability to extract/download information from Oracle and use it as the basis for new Sales Orders/ Reservation or Sales Agreement
There are three methods provided by the Wizard to download existing information you’re your worksheet from Oracle:
•Method 1 – Use aDownload Formwhich provides multiple criteria for you to target the required sales orders.
•Method 2 – Use theDownload using Sheet Dataoption and enter multiple criteria into your worksheet to download based on the data entered.
•Method 3 – Use theCustom Query Tab. This feature allows users to run pre-defined queries created by their Administrators where they are assigned to the same Oracle Responsibility being used in the Wizard.
Each method will return data depending on the criteria entered. This provides the ability to download existing sales order information into the Wizard worksheet. Information can then be modified to crew new Sales Orders or update existing Sales Orders.
