Sales Order

This form is used for recording customers’ orders. Customers’ orders are considered to be in draft or pending state until they are confirmed.
 
 

This form is used for entering sales order transactions.

Sales transactions that do not require a separate shipment step use another form (Direct Shipment).

Explanation of Header Fields

Order. No

    Capslock. Required. Cannot be changed by the user after the record has been saved.

Customer ID.

    Capslock. Required. Cannot be changed by the user in edit mode.

Customer Name

    For display only.

 Salesperson ID.

     Capslock. Required.

 Quotation No.

            Optional, will copy the Quotation Information into Sales Order when entered.

 Description

            Optional, the brief description of this sales order

 Order Date

             Required. On entry, initialized to the system date or business date.

 Ship From

             Required. Capslock. Must be a valid storage location.

Currency

            Capslock. Required.

Exchange Rate

         Must be greater than zero.

Delivery Date

        Required. On entry, initialized to be the same as Order_Date. Must not be earlier than Order_Date. Error “Request date must not be earlier than Order Date".

Customer PO

        Optional.

Explanation of Item Tab

Item No.

         Capslock. Required.

Description

        Look-up field with Item Master.

Customer Item No

       Optional, Look-up field with Customer Price List

Order Qty.

        Must be greater than zero. Provide up to 4 decimal places.

Unit

        Required. On entry, if new record and empty, default to the item’s sales unit. Must be a valid unit of measure.

Unit Price

        Must not be less than zero. Provide up to 4 decimal places.

Discount Rate

        Range 0 to 100. Provide up to 2 decimal places.

Amount

        Computed as Order_Qty * (Unit_Price * Discount_Rate / 100) rounded to 2 decimal places.

 If the user changes this field, the Discount_Rate will be automatically updated.

 Vendor ID

         Optional, required when “Generate Purchase Order”

Explanation of Shipping Information Tab

Ship To

        Capslock. No defaults.

         If user enters a non-blank Address Code, find the entry in Shipment Addresses where for the customer.

 Ship. Address

         Optional. On entry, if Shipment_Address is blank, initializes based on address entry in the Customer Master.

Ship Via

        Optional.

Shipment Terms

        Optional.

Country of Origin

         Optional.

Destination

        Optional.

ETD
    
        Optional
 
ETA
        
        Optional
 
Vessel
    
        Optional
 
Forwarder
 
        Optional

Explanation of Billing Information Tab

 

Terms

        Capslock. Required. Must be a valid entry in the Payment Terms table.

Price Code

        Capslock. Optional.

Billing Address

        For display only.

Gross Item Amount

        For display only.

Discount

        Range 0 to 100. If not zero, compute Trade_Disc_Amt = Gross_Item_Amt * Trade_Disc_Percent / 100. Round to 2 decimal places.

 "Field after Trade Discount"

 If Trade_Disc_Percent is not zero, this field is for display only.

 If Trade_Disc_Percent, must not be less than zero and must not be greater than Gross_Item_Amt.

Total Charges

        For display only.

Net Order Amount

        For display only.

Deposit Needed

        True or false. Default to false. If set to true by the user, he will be required to specify either a percentage rate for the deposit or a deposit amount.

Deposit Rate (%)

        If  Deposit_Needed is false, this is set to 0 and cannot be changed by the user. Range 0 to 100.

 Deposit Amount

         If  Deposit_Needed is false, this is set to 0 and cannot be changed by the user.

         If  Deposit_Rate is not zero, this is read only and automatically computed by the system as (Net_Order_Amt * Deposit_Rate / 100) rounded to 2 decimal places. Must not be less than zero.

 Explanation of Particulars Tab

 

  

Check Box

            Checked the Check Box if you wish to select this particular

 

Description

            You can optionally edit the Description after the check box is checked.

 

Explanation of Charges Tab

 

  

Charge Type

         Capslock.

Description

        Required. Can be amend.

Amount

        Must be greater than zero.

 Explanation of Remarks Tab

 

This box is optional and is used for entering any additional comments.

Explanation of Attachment Tab

 

  

Path

Click the “.. “ button to attached any file from your drives to this document for later reference.

 

Description

 

            Optional

 

Created by

 

            For display only

 

Creation date

 

            For display only

 

 

 

See also:

 


 

 
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