Page History: Sales Order Q&A

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SO Header Questions¶

Q: What are "Global ShipTos" and what are they used for?

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)".

Q: What is the "Rev#"?

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.

Q: What do the different "Types" of SOs mean?

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.

Q: What do the check boxes "Template" and "No Processing" do?

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.

Q: Is "Mileage" how far the seller has to go to get the item to the customer?

Q: What is "FOB" for?

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.

Q: What is "CustPO#" used for?

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.

Q: What does "Confirm to" mean?

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.

Q: What is the "Order #" for?

Q: What is the "Contract #" for?

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