Adjutant
Welcome Guest, you are in: Login

Desktop Adjutant

RSS

Navigation







Quick Search
»


Advanced Search »

Page History: Sales Order Import

Compare Page Revisions



« Older Revision - Back to Page History - Newer Revision »


Page Revision: Mon, 20 Sep 2010 18:07



Default Menu Location

Transaction >> Importers/Exporters >> Purchase and Sales Orders >> Sales Order Import

Sales Order Import

General Description

The Sales Order Import screen allows you to import external Sales Order files into Adjutant.

There is a Header and Detail (line items) file. Both files are imported at the same time.

Sample Import Files

Header Import File

Detail Import File

SO Header Import Template Help

SoNo - Sales Order number.

Custno - Organization ID of the customer (Sold To).

BillTo - Organization ID of the customer's billing address.

ShipTo - Organization ID of the customer's shipping address.

SODate - Sales Order date.

EstDate - Load Date (expected ship date).

ReqDate - Requested/Required Date. Must be formatted as a date in XX/YY/ZZ format where X is the month, Y is the day, and Z is the year.

SOType - Sales Order Type. Must match a code in the SOTYPE rule. Use 'S' or leave blank if in doubt.

TaxTable - No longer used, please ignore.

Orderno - A reference order number. Plain text field, 20 character max.

Owner - The Organization ID of the Inventory Owner. This is most likely the Org ID of your company.

Freight - Freight payment terms. This must match a value in the FREIGHT rule.

Terms - PO payment terms. This must match a value in the TERMS rule.

Tax Rate - Sales tax rate.

Heldfor - The holder of the inventory. Leave this blank if unsure or use the same value that you entered for Owner.

POnum - Customer PO Number. Plain text field, 30 character max.

AcctMgr - Account Manager. This must match the full name of a contact with the Account Manager attribute.

Sp - Salesperson. This must match the full name of a contact with the Salesperson attribute.

FOB - FOB terms. This must match a value in the FOB rule.

ShipVia - Shipping method. This must match a value in the SHIPVIA rule.

ShipWhse - Warehouse name. This must match a warehouse name that has been set up in the Warehouses screen.

SO Detail Import Template Help

SoNo - Sales Order number.

LineNum - Line number.

Item - Item code. This must match an item code in the Item Master.

Descrip - Description of the item.

Cost - Unit cost of the line item.

QtyOrd - Quantity ordered.

QtyShp - Quantity shipped.

Price - Selling Unit Price.

Unit - Selling Unit.

SPrice - Price per pricing unit.

SPriceUnit - Pricing Unit.

ExtPrice - Extended Price (before tax).

ExtTax - Extended Sales Tax.

UnitFact - The factor between selling unit and pricing unit. Divide the sprice by the price to get the unitfact.

Taxable - Taxable status of the line item. Use 'n' for not taxable and 'y' for taxable.

ShipTo - Organization ID of the shipping address.

ReqDate - Requested/Required Date. Must be formatted as a date in XX/YY/ZZ format where X is the month, Y is the day, and Z is the year.

EstDate - Load Date (expected ship date).

SOStatus - Current status of the line item. Use 'o' for open and 'c' for closed.

Notes - Line Item notes.

Owner - The Organization ID of the Inventory Owner. This is most likely the Org ID of your company.

Heldfor - The holder of the inventory. Leave this blank if unsure.

ShipWhse - Warehouse name. This must match a warehouse name that has been set up in the Warehouses screen.



Adjutant Wiki via Screwturn version 3.0.5.600. You are logged in as Guest. There are 921 pages in the Wiki. Learn More About Adjutant Enterprise Solutions