Maintain ==> Order Entry ==> Sales OrderThe Sales Orders screen is used to add/edit/void sales orders.
Sales Orders - HeaderAdd Ship To: Click this
icon to add a new Ship-To location on-the-fly. The Add Ship To screen will be displayed. Enter the new Shipping location's information and save.
Global Ship To: Click this
icon to use one of the Global Ship-To records in your system.
Open/Close: Click the
Open/Close icon to open or close the sales order.
Copy: Click the
Copy icon to copy the sales order you have selected to a new sales order. It will copy the header and all line items.
Submit to Production: Click the
Submit to Production icon to submit all production line items to a Production Work Order.
Submit to Picking: Click the
Pick icon to submit all stock items for warehouse picking.
Generate Purchase Orders: Click the
Generate Purchase Orders icon to generate and link POs from the Sales Order.
Credit Card Processing: Click the
Credit Card icon to process a credit card transaction for the sales order. An integrated credit card processing software package is required.
Recurring Order: Click the
Recurring Sales Order icon to setup a recurring sales order. The Template box must be checked in order to use this icon. Use the Generate Recurring Orders screen to generate and ship them.
Commission Link: Click the Comm button to view the commission link record. The record is automatically created during the save process if the sales people have associated commission plans and structures.
Manual Shipping: Click the
Manual Ship icon to open the Manual Ship SO screen.
Warning: The Warning icon notifies you whether there is a warning note attached to the customer selected on the sales order. The button will turn red when there is a warning. Click the
icon to view the warning.
If the SHOWWARNINGNOTE setup option is selected, the warning will be automatically displayed when the customer is entered.
Sold To: The organization the sales order is issued to.
Bill To: The organization the sales order will be billed to.
Ship To: The location the items on the sales order will be shipped to. Click the arrows to navigate through possible shipping locations for the customer you have selected.
Fax #: The fax number associated with this order.
Type: The type of order.
Sales Order Types are maintained in the
Rule Maintenance screen by selecting Sales Order Types from the drop-down menu.
Owner: The original owner of the items sold on the sales order. Only organizations with the Inventory Owner attribute will be available for selection in the drop-down menu.
Template: Check this box if you are setting up a recurring sales order. Template sales orders cannot be shipped and do not affect inventory allocations.
SO Date: The issuing date of the sales order.
Req Date: The latest possible date the items on the sales order are required.
Load Date: The date the order is to be loaded onto a freight carrier for shipping.
Mileage: The mileage between the Ship From warehouse and the Ship To location. Both addresses must be valid in order for the auto-calculate feature to work.
Acct Mgr: The account manager for this Client. The account manager can only be changed from the Sold To record.
Salesperson: The salesperson issuing the sales order.
Only people with the Sales attribute are available in the drop-down menu.
Freight: The method of freight payment.
Freight codes may be added/edited/deleted in the
Rule Maintenance screen by selecting Freight Codes from the drop-down menu.
FOB: Free on Board terms.
FOB terms may be added/edited/deleted in the
Rule Maintenance screen by selecting FOB Codes from the drop-down menu.
Ship Via: The method of shipping.
Ship Via Codes may be added/edited/deleted in the
Rule Maintenance screen by selecting Ship Via Codes from the drop-down menu.
Cust PO#: The customer's purchase order number. This is also a searchable field. When opening a new sales order form, press Enter and type the customer's purchase order number in this field. It will bring up the corresponding sales order. You may also type a question mark to see all customer POs.
Confirm To: Free-text field.
Terms: Terms of Payment.
Payment Terms may be added/edited/deleted in the
Rule Maintenance screen by selecting Terms Codes from the drop-down menu.
Whse: The warehouse the items will be originating from.
Warehouses are maintained in the Warehouses screen.
Order #: Free-text field. This field will normally appear on the printed sales order.
Contract: The contract to be used for this sales order.
Only the contracts set up for this client in the Contract Master may be chosen from the drop-down menu.
Disc %: The default discount percentage to be applied to the each line item.
Cm Type: The commission type to be paid to a 3rd party salesperson/agent.
Cm Rate: The commission rate to be paid to a 3rd party salesperson/agent.
Cm Source: The source of the commission rate to be paid to a 3rd party salesperson/agent.
Agent: The name of the 3rd party salesperson/agent.
Print the Agent Commissions report to view information regarding 3rd party commissions.Project: If the order is linked to a Project, select it here.
Plant: If all of part of the order is to be produced in a plant, select it here.
Remarks: Free-text field.
Certs: Check this box if certifications are required for this order.
Ord Amt: The total monetary amount on the sales order.
Tax Amt: The total monetary tax amount on the sales order.
Ship Amt: The total monetary amount that has been shipped/invoiced on the sales order.
Dis Amt: The total monetary amount that has been discounted on the sales order.
