Sales Order Q&A

SO Header Questions¶

• A: A global ship to is used to signify a ship to location that can be used for ANY sold to in the CID. Most commonly used for "CUSTOMER PICKUP (CPU)".
  

• A: Rev# is revision number. You will see this on a lot of our transactional screens, although a lot of the coding has been counted out for this on most screens. It is traditionally used to track changes in a transaction, such as revisions made to a sales order.
  

• A: Type of Sales Order is used for many things, but most commonly to classify orders for reporting. In the steel industry, you may see order types such as: BUILDING, COMPONENT, BOM, Etc.. The orders can be tied to other entities in the system such as INVOICE STATUS (this is a way invoices are classified and reported on), and can be tied to custom forms. Your BUILDING order type would print on a completely different form than your COMPONENT order type.
  

• A: Template is used to make a template for a recurring order. For example: A customer orders 7 pairs of gloves form a hardware store every 2 months. We would set up a template order to that store for 7 gloves, and set up the recurring option (this is a button in the lower right hand corner) to generate every 2 months. No Processing is a logic button used to tell the system that this order should not get processed for EDI/Vintage/Third Party invoice generating. This is very customer specific.
  

• A: Mileage is from Shipping Warehouse to Ship To Address (one way).
  

• A: FOB stand for Freight on Board. FOB determines where the person that pays for the freight changes. Origin or Factory are common ones, which means the buyer pays for the freight.
  

• A: This is a user defined text field that allows you to enter a customer's PO#. Many times a customer will tell you that you cannot place an order for them unless they give you a PO number, the PO number goes here.
  

• A: Confirm to can be an internal or external contact which allows you to list a user defined name or text. There is a setup option that throws in the add user's userid.
  

• A: Order number is a UDF text field for a miscellaneous order number.
  

• A: Contract number allows you to link the order to an existing contract in the contract master for that company.
  

• A: It is for miscellaneous remarks
  

• A: These are used by certain companies to determine if certain certifications have been made on the order. These labels can be changed and used in a custom fashion if needed.
  

• A: Contact is anyone internally, or from the soldto, billto, shipto on the order that is listed as a CONTACT in Adjutant. Does not have a strict definition.
  

• A: This is most commonly used for buildings, but could be any big job or project which needs to track a plethora of transactional data.
  

• A: COD is cash on delivery. It is not very common for it to be a portion of the total cost.
  

• A: The SO reporting has options to select OPEN or CLOSED SOs. The system will automatically ask you if you want to close the order after shipment. You may go back in to the order and re-open it if needed.
  

• A: POS is point of sales. If a customer wants to make a payment on the order right away, before an invoice is generated, they can use the POS system to generate this payment and provide receipt.
  

• A: BOL is bill of lading. This is a shipping document used tradionally by the driver and in many industries is required.
  

SO Line Item Questions¶

• A: L# is line number, the KeynoD represents the key number of the actual detail line in the somast table. Right clicking on the hyperlink will show an audit of the line number.
  

• A: If a company is selling a lot of items that they plan on buying out (they plan on buying these items from a vendor, not pulling form stock), and having the vendor ship these items directly to the customer/job site, these lines are DropShip.
  

• A: Use field is based on a rule, this was created for a chemical company. It can and will be used for many different reasons based on client preference.
  

• A: A company is selling 10 widgets. The widgets cost the company a total of $50. The sell unit cost is $5. The normal price for a widget is $10. If the company gives a 10% discount, the widget price will be $9. $10 is list, $5 is sell.
  

• A: Est date means different things to different customers. It is most commonly used as Estimated Date.
  

• A: Gross Margin percentage. This is the biggest driving force for most companies since this represents profit.
  

• A: SSA looks at the input items in the BOM and tells you if you have enough available to make the finished good.
  

• A: CUSTOM BOM will allow you to modify the default bill of material of the production line item in question.
  • Example: Lets say Bikes R Us has a BIKE production item (the item is marked on the item master as a production item and is have a bill of material attribute). The bill of material attribute (the main bill of material) contains 1 frame, 2 wheels , 2 pedals, and 1 seat. They get a call from Willy's Wheelie World and they want to order 5 BIKES, but they want all the bikes to have a big horn on them. On the SO, when you add in 5 BIKES, you check CUSTOM BOM. Hit copy existing and then modify the existing/main BOM (by adding a pink horn to each bike).