How to create & process a Store Use Order

Create a sales order using the customer account "Store Use/ All Branches” (the customer account is locked – contact Jeanetta to request that it be released for use)

Change the Ship-To address to the store’s physical address.

Add material & service lines with the price (sales value) of each line matching the true cost of the line (not including the freight and 7% overhead).

Sales tax should calculate (unless this is a labor only job in OK/KS).

When Job Costing ensure that order total matches cost of material & service costs. (0% true margin)

Send the invoice number to Josh and Jeanetta.

Josh will make a Journal Entry to CR 5000, CR 5101, DR 4000 (if this is to be capitalized, CR 7211, DR Asset).

Jeanetta will write-off the A/R balance to 7211 Requisitions.