Shirley emailed saying that she couldn't figure out how to create a Sales Order in QuickBooks from MISys manufacturing.
MISys Manufacturing is a manufacturing software application that works with QuickBooks and other general ledgers. One of the functionalilties of MISys is the ability to create Manufacturing Orders from QuickBooks Sales Orders; or the reverse, create QuickBooks Sales Orders from MISys Manufacturing Orders.
You might want to create an Estimate in QuickBooks and then turn that estimate into a Sales Order, which would be used to populate a Manufacturing Order in MISys; however, that Sales Order might be insufficiently detailed (or overly detailed) to conform to the finished good item requirement used in a MISys Order. On the other hand you might want to actually configure a quotation in MISys so that you can get 'all the details and costs' from which to then populate both a MISys Manufacturing Order and QuickBooks Sales Order.
If you are having problems creating a QuickBooks Sales Order from MISys, there are several things you need to confirm: 1) You must have configured QuickBooks as your 'Accounting Integration' within the MISys set-up options and that you have turned-on the 'Create New Sales Orders' feature from the Preferences tab of Company Options. 2) You must insure that your Manufacturing Order 'build item' is an Inventory Item in QuickBooks, 3) Confirm that your Customer exists in QuickBooks and is mapped to your MISys Manufacturing Order, and 4) Insure that your 'build item' is mapped to the appropriate 'Sales Item Number' in QuickBooks.
So let's look at the actual process in a little greater detail:
The Create New Sales Order icon on the Manufacturing Order toolbar can be used to create a Sales Order in QuickBooks from your Manufacturing Order.
If the Create New Sales Order icon is NOT illuminated you probably are not at the appropriate point in the MISys Manufacturing workflow. You can only Create a Sales Order for a Manufacturing Order that is released, has not been processed (does not have any quantity Reserved, Started or Completed) and has not already been linked to an existing Sales Order (either manually or via process Sales Orders). In the example below, the Manufacturing Order has NOT been released, so the Create New Sales Order icon is 'not active' (not illuminated).
Clicking the Create New Sales Order icon on the Manufacturing Order toolbar will display the Manufacturing Order Create Sales Order Wizard. The Create Sales Order Wizard will insure that the Manufacturing Order has all conditions met to allow a new sales order to be created in QuickBooks and to linked to your MISys Manufacturing Order.
If the current Build Item for the specified Manufacturing Order is non-stock, you must convert it to an inventory item in order to transfer it to Sales Inventory and refer to it on a Sales Order. If it is already an inventory item, there will be a green checkmark next to the item and this setting is OK.
Every Sales Order in QuickBooks must refer to a Customer. If the Manufacturing Order already has a customer entered and that customer exists as a customer in QuickBooks, the indicator on the 'wizard' for this requirement will be checked. If a customer has not be specified for the Manufacturing Order, or that customer doesn't exist in QuickBooks, the indicator will show as Red X. Click the Customer Finder button next to the Customer field to select an existing customer in QuickBooks to use for both the new Sales order and the Customer referenced on the Manufacturing Order.
In order to create a sales order referring to the build item on the Manufacturing Order, and to be able to transfer the completed build item to sales inventory, the build item must be mapped to your sales (inventory) item in QuickBooks. If the current build item is already mapped to a sales item, the indicator for this field will be checked. If the build item does not have a link to an existing Sales Item it will have the Red X indicator next to it. To create a valid link in this case, use the Sales Item No. Finder to select the appropriate item within QuickBooks.
The 'Current Pricing' section of the wizard shows the current estimated cost information taken from the current Manufacturing Order Costs tab. The Sales Order price value in this group will be used for the Build Item when it is referenced on the newly created Sales order. You can modify the Markup value directly in the Wizard, if needed. If the costs are not what you expect or need, you should go back to the Manufacturing Order form for this order and make any necessary changes.
If you have already determined the final purchase price for the finished good, or a promised price to the customer, you must compute a ‘mark-up’ that will insure that the posted price on the Sales Order equals that pre-determined, or promised’ price. Be sure to review and adjust the purchase price appearing on your QuickBooks Sales Order to conform to your pre-determined or promised price. Any changes you make in QuickBooks to the Sales Order price do not impact MISys.
Click Save and Create to create the Sales Order in QuickBooks and to also link that Sales Order to your updated MISys Manufacturing Order.
So Shirley, if you follow these steps you really shouldn't have any problems creating a QuickBooks Sales Order from MISys Manufacturing.