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Page Revision: Wed, 25 Jul 2012 09:53

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

Pick:

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:

BOL:

Margain: Warn:

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.

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

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 #: 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.

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: The project associated with this order.

COD Amount:

County:

Plant:

Related Videos¶

Create and Generate Recurring Sales Order¶