Welcome Guest, you are in: <root>AFIweb • Login

Page History: Sales Order - Header

Compare Page Revisions

76 75 74 73 72 71 70 69 68 67 66 65 64 63 62 61 60 59 58 57 56 55 54 53 52 51 50 49 48 47 46 45 44 43 42 41 40 39 38 37 36 35 34 33 32 31 30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0 Current 76 75 74 73 72 71 70 69 68 67 66 65 64 63 62 61 60 59 58 57 56 55 54 53 52 51 50 49 48 47 46 45 44 43 42 41 40 39 38 37 36 35 34 33 32 31 30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

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

Page Revision: Wed, 25 Jul 2012 09:00

Table of Contents [Hide/Show]    General Information    Icons    Fields/Filters    Related Videos       Create and Generate Sales Order

General Information¶

Default Menu Location The Sales Order Icon is located on the 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.

Sales Order Screen

Icons¶

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: 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.

Pick: Click this icon to enter the PO Receipt screen to receive the contents on this PO. Select the PORECFAST setup option to open the Quick PO Receipts screen.

PO: Click this icon if the PO 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:

BOL:

Margain: Warn:

Fields/Filters¶

Client:

Bill To:

Type:

Ship To:

UpTax: 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 #:

Mileage:

Account Manager:

Sales Manager:

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 PO#:

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.

Warehouse:

Order #: User-definable.

Contract #:

Remarks: User-definable.

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

Priority:

Discount %:

Comments: User defined.

Agent:

Project:

COD Amount:

County:

Plant:

Related Videos¶

Create and Generate Sales Order¶