Sales Order - Header

Modified on Tue, 06 Jul 2021 08:11 by Ryan Horne Categorized as Order Entry
{TOC}


===General Information===
'''Default Menu Location''' The Sales Order Icon [|][image|Image|{UP}/Sales_order_button.png]
 is located on the [^{UP}%2fSales%20Order%2fTool%20Bar%20-%20SO.jpg|Toolbar]


'''Screen Name''' SOR3 


'''Function''' The Sales Orders Screen is used to add, edit, and void sales orders. The Header tab is used to enter the basic information that starts a sales order.


[|][image|Image|{UP}/Sales Order/Sales_Order_Screen_New 2.png]
===Icons===
'''Add/Create ShipTo:''' Click the [|][image|Image|{UP}/Sales Order/A.png]
 button in order to create a new ShipTo for the associated Client.


'''Open/Close:'''  Click this '''icon''' to open or close a purchase order.


'''Copy:'''  Select a previously entered purchase order and click this '''icon''' to copy it to a new purchase order.


'''S2P:'''  This icon will allow user to submit the order to production.


'''PO:'''  Click this '''icon''' if the SO you are generating requires you to issue another item out of inventory for processing or modifications.   


'''Recur:'''  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.


'''Ship:'''  This is the icon used to execute the shipping on the order.


'''BOL:''' This is the icon used to create a BOL associated to the order.
 


'''Comm:''' This icon will show the commissions associated with the order.
 


'''Margain:''' This icon shows the Margain Percentage for all of the items on the order.


'''Warn:'''  This icon will warn a user of any alerts associated with the order.  This is set up as an attribute.


'''PDF:'''  This icon will add PDFs to the Print SO screen using the Attach Linked function. PDFs are set up to display from the [^RULE-SOPDF|Sales Order PDF Rule] and can be defaulted to be checked. Item attributes can also be used to default a PDF to be checked. The PDF button will only be available once the SOPDF rule has been set up.


'''SOb:'''  This icon will add specific messages populated from the [^RULE-SOBLIST|SO Bullet List Rule]. When selected, it will launch a jump screen that will allow you to populate and edit a list of disclaimers based on text in the rule, or a linked .txt file. Once saved, the text body can display on the Sales Order and/or packing slip forms. The SOb button will only be available once the SOBLIST rule has been set up.  This can be displayed on the form with the following cursor 'a_pomast.bulletnote'.


===Fields/Filters===
'''Client:'''  The client or customer the SO is being issued to.


'''Bill To:'''  The company which will be billed for the SO.


'''Type:'''  The type of SO which is being created. This could be One Time Sales Order, Change Order, Work Order, etc.


'''Owner:'''


'''Ship To:'''  The loocation which items of the SO will be sent.


'''UpTax:''' This field can be clicked to UPDATE the tax rate of the ship to on the Sales Order.  This is used when an order's shipto sales tax table is changed.  Once the tax table is changed on the shipto screen, user will click this button to update changes on the actual Sales Order.

  
'''No Processing:''' This checkbox will prevent an invoice from being created until all items on the sales order have been shipped.  Once the last item is shipped, an invoice number is generated when accounting is batched out (until then it's a pending invoice).    


'''Hold:''' This checkbox will keep the sales order from going through the approval process.  Approvals will be enforced when this is unchecked.  


'''CPU:'''  This checkbox will apply taxes based on the tax table linked to the selected Whse instead of using the Ship To's tax table.  Taxes will not be applied if the Sold To or Ship To is marked as tax exempt.  


'''SO Date:'''  The date the Sales order is issued.


'''Req Date:'''  The date the items are required to ship.


'''Load Date:'''  The date the items will be loaded.


'''Fax #:'''  If the form is to be faxed, the fax number associated with this order.


'''Mileage:'''  Any associated milaeage for this Sales Order.


'''Account Manager:''' The Account Manager in charge of this Sales Order. 


'''Sales Manager:'''  The Sales Manager in charge of this Sales Order.


'''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.  Click here for a definition. 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.


'''Custom SO#:''' The user has the ability to designate this SO with a custom number (anything other than the default/auto number)


'''Confirm To:'''  User-definable.


'''Terms:'''  Terms of Payment.  Terms codes may be added/edited/deleted in the '''Rule Maintenance''' screen by selecting Terms Codes from the drop-down menu.


'''WHSE:''' Warehouse


'''Order #:'''  User-definable.


'''Contract #:''' Contract which SO is tied to.


'''Carrier:''' The carrier delivering items on the SO.


'''Plant:'''  Plant where items on SO were manufactured.


'''Remarks:''' User-definable.


'''Held For:'''  The company the items will be held for.


'''Priority:'''


'''Certs:'''


'''MTRS:'''


'''Comments:'''  User defined. These are pre-populated responses that can pull into the SO form.


'''Weight:'''


'''Project:''' The project associated with this order.


'''COD Amount:'''  Collect on delivery amount


'''County:'''


'''Currency:'''  The currency of sales order


'''SMS Update:''' Will send text message updates on this sales order if set up.  Learn more about text messages in Adjutant [HOW-TO-Send-out-text-message-updates-for-a-Sales-Order|here]

===Security Tokens===
'''Special 16 - NO CHECK TAXABLE:'''  If checked, the user is prevented from accessing the 'Taxable' checkbox in Line Item Entry. 

'''Special 17 - EDIT PGROUP:'''  If checked, the user is allowed access to edit the Customer Price Group drop down in Line Item Entry. 

'''Special 19 - DISABLE REMOVE:''' Disables the Remove Link button.

===Security/Screen Options===


===Related Videos===

====Create and Generate Recurring Sales Order====

<iframe width="853" height="510" src="http://www.youtube.com/embed/l9eRHw28eqA" frameborder="0" allowfullscreen></iframe>


====Enter Cash on a non shipped/produce order====

<iframe width="853" height="510" src="//www.youtube.com/embed/Sobns5b4OeY" frameborder="0" allowfullscreen></iframe> 



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