Master orders document the total quantity of items to be delivered over a period of time using standard Sales Orders.

Master orders are different than repeating orders in that master order quantities can eventually be fulfilled. The master order tracks the original quantity ordered and the remaining balance as Sales Orders are created.

1. Open Sales Order, Main, Sales Order Entry.
2. On the Header tab enter the follwing information:
   1. Order Number = Any new Sales Order number
   2. Order Date = The desired date
   3. Order Type = Master Order
   4. Customer Number = The Customer number.
3. Select Address tab and verify the customer bill-to address and ship-to address information.
4. Select Lines tab, for each line item enter the item in the Item Code field and the total quantity to be shipped in the Original Quantity field
5. Select Totals tab, click Accept, the master order is now available.

To reference the master order on a new standard order, select the master order number in the Master/Repeating No. field on the Header tab of the standard order. The master order lines display on the Lines tab with the remaining quantity displaying in the Ordered field. Change the quantity to a lesser value if desired.

Thanks. I will work through the steps and let you know how it works for our purposes.  Much appreciated.

Master orders are for keeping track of a large contract.  You then draw down off the Master by creating Standard orders from the Master, then shipping off the Standard SO's.

Thanks again Kevin.  It appears that since we use WORK TICKET Class on sales orders, Master Orders can't be applied. Is that correct or is there another process needed.

Standard Sage 100 does not have a "Work Ticket" order type.  You must be using an enhancement.

Yes. We use JobOps....for another work around to my issue. Can I "COPY" and existing Sales Order?

I can't recall off the top of my head whether or not you can use the "Copy From" button for sales orders with a work ticket class but you can try it.