Manage Sales Orders

Use the Sales Order by Customer Ship To [S1085] screen to add, edit, copy, or delete sales orders.

Click the image to enlarge

Step 1 - Create a sales order:

  1. Navigate to the Sales Order by Customer Ship To [S1085] screen.

  2. On the Ship To menu, select the desired customer.

  3. On the screen task bar, click Add.

  4. Enter the desired information.

  5. Click Save.

Step 2 - Add sales order detail:

  1. On Sales Order by Customer Ship To [S1085], select the sales order.

  2. Click on the Sales Order Detail frame.

  3. On the screen task bar, click Add.

  4. Enter the desired information.

  5. If required, select the different tabs to edit more information related to the order.

  6. Click Save.

Result

You have added a detail item to the sales order. Repeat steps 2-5 to add more detail items.

Notes

  • To action a previously created item, select the item and click the desired mode: Edit, Copy, or Delete.

  • The Counter Sales field details if the sales order was created by a counter sale.

  • To change the part pricing and the price list for an invoice, update the sales order Price List field.

  • Use the Commission and Salesperson fields to update the commission code and salesperson for the sales order.

  • Update sales order due date on Change Sales Order Due Date [S2709].

  • To have the sales order loaded as firm demand, ensure the Forecast SO field is toggled to No.

  • Schedule Profiles are created using Schedule Profile [S2189].

  • The Customer Part and Customer Rev fields default to the values entered on Part Master [S1009] for the selected part but can be modified for the current sales order.

  • On the Ordering Variables tab, the Dock ID, Deliver To, Customer, and Quoted fields are available for customer reference.

  • On the Ordering Variables tab, launch the Sales Order Packaging Instructions [S2293] screen with the Modify Packaging Instructions button to set up special instructions for the selected part. The instructions will display:

    • On the sales order when shipping the part to the customer

    • On the Ordering Variables > Special Packaging Instructions grid