Introduction

A Sales Order represents the movement of product out of the ownership of your organization. This could be a beneficiary distribution or a customer sale, both of which would be come from an inventory in a source warehouse.

Direct orders enable you to create orders in a status other than Draft. This article will outline how to configure a TaroWorks Job that creates a direct-confirmed Purchase Order upon sync.

Before you begin:

This article assumes you know how to build TaroWorks Jobs
- Building a New Job
- Dynamic Operations

A. Configuring the Form

1. In the Question Builder Tab, create the following sections and questions.

	Question	Question Type
Section Name: Order Information (Regular Section)
Q1	Source Location ID**	Text
Q2	Pricebook ID**	Text
Q3	Order Type**	Single Select (Sales Order)
Q4	Source Warehouse ID**	Text
Q5	Customer ID**	Text
Q6	Customer Name	Text
Q7	Date of Order*	Date
Q8	Expected Delivery Date*	Date
Q9	Direct Order**	Single Select (Yes)
Q10	Status	Single Select (Confirmed)

	Question	Question Type
Section Name: Order Line Items - Repeat/Table Section
Q11	Product ID**	Text
Q12	Product Name	Text
Q13	Price	Number
Q14	Min Qty for Bulk Price	Number
Q15	Bulk Price	Number
Q16	Qty*	Number

	Question	Question Type
Section Name: Line Item Totals - Repeat/Table Section
Q17	Product ID**	Text
Q18	Product Name	Text
Q19	Price	Number
Q20	Qty Ordered	Number
Q21	Line Item Total	Number

	Question	Question Type
Section Name: Order Summary - Regular Section
Q22	Total Amount Due	Number

* Mark Question as Required

** Mark Question as Required & Hidden

2. Add the following dynamic operations to calculate and validate answers to the questions below :

Note: please replace any section names, question names, or picklist values that may be different in your org. If you are new to Dynamic Ops, kindly refer to this article for better understanding and examples.

Q3 Order Type: Sets the Order Type to Sales order.

Operation : Calculation
Javascript : tw.order_information.order_type.value="Sales Order";

Q9 Direct Order: Sets the Direct Order to "Yes"

Operation : Calculation
Javascript : tw.order_information.direct_order.value = "Yes";

Q10 Status: Sets Status to "Confirmed" if Direct order above is Yes and set to "Draft" if Direct order above is No.

Operation : Calculation
Javascript : tw.order_information.status_1.value = "Confirmed";

Q19 Price: Checks if quantity is above bulk price to set bulk price, if less than bulk price unit price remains.

Operation : Calculation
Javascript :  var i = tw.line_item_totals.currentIndex; if(tw.order_line_items[i].qty.value < tw.order_line_items[i].min_qty_for_bulk_price.value) { tw.line_item_totals.current.price_1.value=tw.order_line_items[i].price.value; } else {tw.line_item_totals.current.price_1.value=tw.order_line_items[i].bulk_price.value; }

Q21 Line Item Total: Calculates the total cost of each Line Item

Operation : Calculation
Javascript : var i = tw.line_item_totals.currentIndex;var price = 0;if(tw.order_line_items[i].qty.value < tw.order_line_items[i].min_qty_for_bulk_price.value) { price=tw.order_line_items[i].price.value; } else { price=tw.order_line_items[i].bulk_price.value; }tw.line_item_totals.current.line_item_total.value = tw.order_line_items[i].qty.value*price;

Q22 Total Amount Due: Sum price of all product ordered.

Operation : Calculation
Javascript : var total = 0;for (var i=0; i < tw.line_item_totals.length; i ++){total = total + tw.line_item_totals[i].line_item_total.value;}tw.order_summary.total_amount_due.value = total;

3. In the Field Mapping tab, configure the following mapping.