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Use this form to create, maintain, and inquire about orders. The form can be used in one of two modes:

  • – The first time that you open the form, it opens in the simple view. For more powerful access to sales order information and to enable the advanced tabs, buttons, and fields, click .

  • – The advanced view provides more comprehensive and complete access to your sales orders. Click to return to the overview view of your sales orders.

Tasks that use this form

Navigating the form

The following links and tables provide descriptions for the controls in this form.

Tabs

Upper Pane

Tab

Description

Overview tab

View a list of orders.

General tab

Enter and view specific information about the order.

Setup tab

Enter and view setup information about the order.

View the address information about the customer.

Set up delivery information for the order.

Enter price and discount information about the order.

View posting records for the order.

Enter and view reference customer and order information.

Dimension tab

Enter information about dimensions, such as department, cost center, and purpose.

View the intercompany orders that relate to this original sales order.

Lower Pane

Tab

Description

Enter and view information about the item.

General tab

View specific information about the order line.

Setup tab

Enter and view inventory and delivery information about the order line.

View the delivery address. The company's address is usually the default delivery address. However, when the sales order is set for direct delivery, the customer's address is the delivery address, and the items are delivered directly to the customer from the vendor.

View delivery information for the order line.

View detailed information about the order line and the item.

Enter price and discount information for the order line.

View reference information for the order line.

Dimension tab

Enter information about dimensions, such as department, cost center, purpose, and inventory dimensions.

Buttons

Button

Description

/

View a subset of sales order information or all available fields.

Note Note

In the view, some of the buttons that are described here are not available.

Print or post the available documents.

Print a pro forma confirmation, picking list, packing slip, or invoice.

Note Note

You can print the documents, but you cannot post them.

Add or view additional order information.

Open a menu with the following items:

  • - Copy from all existing sales orders, quotations, confirmations, packing slips, and invoices.

  • - Copy only from quotations, confirmations, packing slips, and invoices that were previously posted from the current order.

  • - Copy only from invoices that were previously posted to the current invoice account, and invert the sign. No check boxes or fields can be changed manually.

  • - Order items immediately after taking the sales order.

  • - Sell part deliveries from a blanket order.

  • - Order items to be delivered directly to the customer.

  • - Edit any open transactions.

  • - Verify and correct payment balance settings for the selected transaction.

    Note Note

    (BEL) This option is available only if the configuration key for Belgium and the configuration key are selected.

  • - Preauthorize the customer's credit card, if the customer will be paying by credit card and your system is set up to preauthorize credit cards.

View general records related to the order.

Maintain or view trade agreements, prices, and discounts.

View the relevant intercompany documents that relate to the sales order:

  • - View the relevant intercompany sales order for the record that you selected.

  • - View the relevant original sales order for the record that you selected.

  • - View the relevant purchase order for the record that you selected.

  • - View the relevant intercompany purchase order for the record that you selected.

  • - View the picking list dialog box for the intercompany sales order for the record that you selected.

Add or view additional order line information.

Open other forms to perform additional functions for the order line.

View master and forecast scheduling information for the order line.

Calculate multiline and total discounts, or the number of supplementary items.

View and reserve inventory transactions.

Configure the selected item in detail.

View intercompany information that relates to the lines.

  • - View the intercompany on-hand quantities for the item on the line.

  • - Remove the link to the intercompany purchase line.

Fields

Field

Description

Unique field that is used to identify a sales order. The sales ID must be specified when you create a sales order.

For more information, see SalesTable_SalesId_More.

Click the arrow to open a list of all existing customers.

For more information, see SalesTable_CustAccount_More.

Use if the account number of the customer you want to invoice differs from the account number of the customer who placed the sales order.

For more information, see SalesTable_InvoiceAccount_More.

Type of order. You can change an order type at any time except when an order has the delivered status.

Order status is automatically updated and indicates how far the purchase order has progressed in its cycle.

For more information, see SalesTable_SalesStatus_More.

The customer's currency code, which is copied automatically when the sales order is created.

For more information, see SalesTable_Currency_Code_More.

Project number for the current sales order. This field is automatically populated when you create a sales order from Project.

For more information, see SalesTable_ProjId_More.

Type of order that is used to create a release order.

Date on which the record was created.

Contains the customer name, by default, but you can rename the order for more suitable queries and printing.

Complete name of the contact person.

Click the arrow to obtain a list of all existing customers.

For more information, see SalesTable_CustAccount_More.

Indicates that this is a new customer that you do not expect to receive any more orders from.

Enter the address of the customer's Web site.

Unique identification for the campaign.

Order status, which is automatically updated and indicates how far the purchase order has progressed in its cycle.

For more information, see SalesTable_SalesStatus_More.

Document status, which indicates the document that was last printed from the current order.

For more information, see SalesTable_DocumentStatus_More.

Type or select a deadline date for the sales order.

For more information, see SalesTable_Deadline_More.

If this check box is selected, you must specify the dimension account for electronic invoicing for each sales order line in the lower pane of the form.

If this check box is cleared, you must specify the dimension account for the sales order header.

Note Note

This field is available only if information is entered in the field for the customer account that is associated with the invoice.

The dimension account for the free text invoice header. It is used for electronic invoicing.

Note Note

This field is available only if information is entered in the field for the customer account that is associated with the invoice.

Employee who received or entered the order. The employee must be set up in the form. For a list of all employees, click the arrow.

Group your sales orders into pools for filtering and selection purposes. Enter a pool that exists in the form.

Enter the language for printed sales order documents. All text printed on the documents, such as items and terms of payment, must be manually translated into the specified language.

Sales team responsible for a common sales target.

Salesperson responsible for the sales order.

Default code for the sales origin, copied from the form. You can change the code at any time. However, a warning is displayed if the sales order is fully invoiced.

The site where you want to ship the ordered items from. For more information, see Create sales order (form).

Warehouse from which to take the ordered goods.

The warehouse specified here is automatically transferred to each sales order line, unless you made the warehouse mandatory for the ordered item in the Items form.

Determines the ledger summary account that is used for accounts receivable postings.

For more information, see SalesTable_PostingProfile_More.

Typically used when updating credit notes. Use the settlement type to specify how the transactions generated in an invoice update are to be settled.

For more information, see SalesTable_SettleVoucher_More.

Group for the allocation of different number sequences to different customers or vendors.

Enter the customer's tax group.

If the ordered goods are tax exempt, enter the customer's tax exempt number.

Indicates whether order line sales prices include sales tax.

For more information, see More about included sales tax.

Enterprise number that is used to identify companies.

Select a value for how to handle inventory reservations when you enter new order lines.

For more information, see SalesTable_Reservation_More.

To calculate the commission for one or more sales representatives associated with an order, specify a commission sales group.

For more information, see SalesTable_SalesGroup_More.

Customer commission group on which you want to base commission.

For more information, see SalesTable_CommissionGroup_More.

Select to print giro money transfer slip for the sales invoice.

Indicates that item tagging is mandatory.

Indicates that case tagging is mandatory.

Indicates that sales table pallet tagging is mandatory.

Name of the customer to whom you want to deliver the ordered goods. You can set up one or more delivery names and addresses in the form.

The street name of the address.

Postal code of the delivery address.

For more information, see SalesTable_DeliveryZipCode_More.

City for the postal code.

The region for the delivery (in the United States, this is the county).

The state for the delivery.

Unique identification of the country/region. This can be attached to customers and vendors.

Address to which you want to deliver the ordered goods.

For more information, see Delivery address.

The billing address for shipping charges, if is selected in the field for the delivery terms. For more information, see Terms of delivery (form).

Date that the customer originally requested to receive the order.

Date that the selling company should ship the item in order to meet the customer's requested receipt date.

Date that the selling company confirms that the customer will receive the order.

Date that the selling company confirms that the order will be shipped.

Select the method to use to calculate possible ship and receipt dates.

If selected, return address information and the logo will not be printed on the packing slip or invoice for this sales order.

This field is available only if the configuration key is selected.

If selected, a fuel surcharge is applied to shipments for this sales order.

This field is available only if the configuration key is selected.

If selected, the customer has requested that the shipment be expedited. Any free minimum amounts that have been calculated are ignored, and the customer pays the entire freight charge.

This field is available only if the configuration key is selected.

If selected, the shipment is to be delivered to a residential area. Additional shipping charges may apply.

Mode of delivery according to the means of transport relevant for the current order.

Terms of delivery for the current sales order, such as FOB (free on board) or CIF (cost, insurance, freight).

Terms of delivery specify delivery terms related to the change of ownership and costs of delivery. The terms of delivery must exist in the form.

Select the purpose of this order, such as sales, transfer to warehouse, or sample.

For more information, see SalesTable_DlvReason_More.

Enter the reason for the delivery, such as gift or sample.

Optional freight zone information. You can specify a freight zone that is used to manually calculate freight expenses.

Use to request a UPS pickup for returned items.

For more information, see SalesTable_FreightSlipType_More.

The time zone of the shipping location.

If multisite functionality is activated, the site time zone is displayed. Otherwise, the company time zone is displayed.

The shipping carrier identification that is associated with the mode of delivery that is specified in the field.

This field is available only if the configuration key is selected.

Enter the identifier that represents an account that your company has with the selected shipping carrier company. Typically, this corresponds to a warehouse or shipping location.

This field is available only if the configuration key is selected.

The customer's account number with the shipping carrier that is associated with the carrier identification. If is specified for the field for the delivery terms, the shipping carrier will use this account for the shipping charges, instead of billing your company for them.

This field is available only if the configuration key is selected.

The e-mail address of the customer's contact person.

Customer's currency code, which is copied automatically when the sales order is created.

For more information, see SalesTable_Currency_Code_More.

If appropriate, enter a fixed exchange rate for the sales order.

  • If you enter a rate in this field, the value of the unrealized (not yet settled) sales order in the company currency is not changed when you run an exchange adjustment.

  • If this field is blank, the exchange rate that applies when you run the exchange adjustment determines the value of unrealized sales orders in the company currency.

Enter the terms of payment applicable to the current order. The due date is automatically calculated when invoicing the order based on the terms set up for payment in the form.

Enter the last day of payment. The last day of payment is independent of terms of payment.

For more information, see SalesTable_FixedDueDate_More.

The method of payment, which is automatically copied from the customer setup information in the form.

For more information, see SalesTable_PaymMode_More.

Specify payment handling for the current method of payment.

If the customer is paying for the order in multiple installments, enter a payment schedule.

For more information, see SalesTable_PaymentSched_More.

Cash discount relevant for the current order.

For more information, see SalesTable_CashDisc_More.

Select the credit card number to use as payment for the sales order. Click > to create a new credit card record or modify information for an existing credit card.

Select the price group for the current order.

For more information, see SalesTable_PriceGroupId_More.

If a multiline discount group is associated with the customer, it is transferred automatically when you create the sales order.

For more information, see SalesTable_MultiLineDisc_More.

If a line discount group is associated with the customer, it is transferred automatically when you create the sales order.

For more information, see SalesTable_EndDisc_More.

If a line discount group is associated with the customer, it is transferred automatically when you create the sales order.

For more information, see SalesTable_LineDisc_More.

If a line discount group is associated with the customer, it is transferred automatically when you create the sales order.

For more information, see SalesTable_LineDisc_More.

An order miscellaneous charges group can be defined as various costs that are associated with an order.

For more information, see SalesTable_MarkupGroup_More.

Number assigned to a quotation confirmation.

Date when the quotation confirmation is created.

Number assigned to the confirmation journal.

Date when the confirmation journal is created.

Number assigned to the picking list.

Date when the picking list is created.

Number assigned to the packing slip.

Date when the packing slip is created.

Number assigned to the invoice.

Date when the invoice is created.

Enter the transaction code for Intrastat use.

For more information, see Intrastat (form).

Specify the means of transport for the current order for Intrastat reporting.

The port at which the current order is to be loaded. This information is for Intrastat use.

For more information, see Intrastat (form).

Code for the current statistical procedure.

The list code for the current invoice. This is important for reporting to the , and includes the following options:

  • – There will be no list code on the invoice.

  • – Trade with a customer in another EU country.

  • – Value-added work with a customer in another EU country.

  • – Trade between customers in different EU countries.

  • – Value-added work between customers in different EU countries.

Specify the region for the delivery (in the United States, this is the county).

Automatically create intercompany orders when you complete the sales order.

Deliver directly to the customer and synchronize the delivery information to the intercompany orders.

For direct delivery, a user can add an order line to an intercompany order.

Enter any purchase order number that is provided by the customer. This number is printed on packing slips and invoices.

Enter the customer's reference (purchase order number from the customer's purchasing system or other system) for the current order.

For more information, see SalesTable_PurchOrderFormNum_More.

The return merchandise authorization (RMA) number for the return item delivery. The auto-generated number is used as a reference between the company and the customer returning an item. The field is mandatory if the order type is .

Status of the order.

The company where the order is created.

The document that was last printed from the current order. For more information, see SalesTable_DocumentStatus_More.

The order number.

Enter or view the document date. You can change the date only on open transactions.

Note Note

When a customer or vendor invoice is entered, the actual date of the invoice is typically used as the posting date. Both the due date and the cash discount date are calculated from this date. Occasionally the user might need to calculate the due date and cash discount date based on a date that differs from the posting date.

Select or view a department.

For more information, see Dimensions.

Select or view a cost center.

For more information, see Dimensions.

Select or view a purpose.

For more information, see Dimensions.

The item's identification. Type the number or insert it by clicking in the field.

For more information, see SalesLine_ItemId_More.

To specify an item with specific attributes, select an item configuration.

Note Note

If you work with purchase and sales orders, you cannot change the item configuration when you have updated order transactions, such as registration, packing slip, and invoice update.

The size of the item.

The color of the item.

Site from where to ship the ordered items.

Warehouse from where to take the ordered items.

The item batch number. Batch numbers are set up using the Batch (form).

The item serial number. Serial numbers are set up using the Serial numbers (form).

Quantity of items in the sales unit.

For more information, see SalesLine_SalesQty_More.

Unit in which the item is sold. The unit of measurement cannot be changed after the sales order has been used in one or more transactions.

For more information, see SalesLine_SalesUnit_More.

A proposed sales price for the item can be transferred from the form.

For more information, see SalesLine_SalesPrice_More.

Enter a line discount amount.

For more information, see SalesLine_LineDisc_More.

The line amount is an expression of the total price of the order line after deducting discounts and adding other costs. The line total is calculated as follows: Quantity * (((Unit price - Line discount total) / Price unit) + Miscellaneous charges) * (100 - Discount percentage)

The line amount is an expression of the total price of the order line after deducting discounts and adding other costs (miscellaneous charges). The line total is calculated as follows: Quantity * (((Unit price - Line discount total) / Price unit) + Miscellaneous charges) * (100 - Discount percentage)

Item description from the form. You can change the description, which can be created in different languages and used for printouts, queries, or dialog boxes.

Item description from the form. You can change the description. The item description, which can be created in different languages, can be used for printouts, queries, or dialog boxes.

Use the external item number to specify the customer's item number for the inventory item.

For more information, see SalesLine_ExternalItemId_More.

Date and time that the record was created.

Indicates how far the purchase line has progressed along its life cycle.

For more information, see SalesLine_SalesStatus_More.

Indicate whether you want to block updating of the current order line.

Indicate whether the item line is to be delivered in full. If so, partial deliveries are not allowed.

The dimension account for the sales order line. It is used for electronic invoicing.

Note Note

This field is available only if information is entered in the field for the customer account that is associated with the invoice.

When you create the order line, an item issue lot is generated in the inventory.

For more information, see SalesLine_InventTransId_More.

Enter a value for how inventory reservations should be made when you enter new order lines.

For more information, see Reservation.

Quantity ordered in inventory units.

Quantity of inventory units not yet physically delivered.

For more information, see SalesLine_RemainInventPhysical_More.

Quantity of inventory units that you want to deliver or invoice.

For more information, see SalesLine_InventDeliverNow_More.

When you create an order of the type , you can specify whether the returned items are to be considered scrap.

When you create a credit note or an order of the type , specify a lot number in this field or specify a cost price in the field.

For more information, see SalesLine_InventTransIdReturn_More.

When you create an order line, the cost is copied for the selected item from inventory's cost.

For more information, see SalesLine_CostPrice_More.

Indicates that over-delivery is allowed. This means that a greater quantity of items than originally ordered can be delivered and invoiced.

For more information, see SalesLine_OverDeliveryPct_More.

If fewer items are being delivered than were ordered, but you want to mark the order as fully delivered, you can set the field on the tab of the form.

For more information, see SalesLine_UnderDeliveryPct_More.

Date the customer originally requested to receive their order.

Date the selling company should ship the item in order to meet the customer's requested receipt date.

Date the selling company confirms that the customer will receive the order.

The shipping date that is confirmed by the selling company.

Select for automatic calculation of ship and receipt dates.

Specify the mode of delivery.

Shows whether the order line is a direct delivery.

For more information, see SalesLine_DeliveryType_More.

Specify an account number to record a sale directly in the sales account, regardless of any association that the item group may have with specific sales accounts in the posting setup for the item group.

Item's tax group is transferred from the item's base data to the order line.

For more information, see SalesLine_TaxItemGroup_More.

Customer's tax group is transferred to the sales order and then to the order line.

For more information, see SalesLine_TaxGroup_More.

Order line's sales group. For more about the sales group, see the field in the dialog box.

Indicates that item tagging is mandatory.

Indicates that case tagging is mandatory.

Indicates that pallet tagging is mandatory.

Name or company name of delivery address.

Enter the street name of the address.

Postal code for the delivery address.

City for the postal code.

Specify the region for the delivery (in the United States, this is the county).

Specify the state for the delivery.

Unique identification of the country/region, which can be attached to, for example, customers and vendors.

Enter the address and postal code. The remaining information is inserted if the postal code exists in the postal codes table.

Item's identification. Enter the number manually or insert it automatically by clicking in the field.

For more information, see SalesLine_ItemId_More.

Quantity in the sales unit that you want to deliver with the next packing slip or have updated on the next invoice.

For more information, see SalesLine_SalesDeliverNow_More.

Invoiced amount.

Number of sales units that have been packing-slip posted but not yet posted as invoiced.

For more information, see SalesLine_RemainSalesFinancial_More.

Delivered amount.

Number of sales units not yet delivered. The value in this field is used as the default entry for the field.

The sales order is picking-list updated.

Total quantity of the item that was physically reserved for the inventory dimension.

Reserved item is ordered but not yet received.

Shows what is on order in the current lot.

Enter a line discount amount.

For more information, see SalesLine_LineDisc_More.

Calculated multiline discount as an amount per price unit.

For more information, see SalesLine_MultiLnDisc_More.

The calculated multiline discount percentage specified the field on the purchase order.

For more information, see PurchParmLine_MultiLnPercent_More - Multiline discount %.

The quantity of the item covered by the sales price.

For more information, see SalesLine_PriceUnit_More.

Calculated as miscellaneous charges that are independent of the quantity on the order line.

For more information, see SalesLine_SalesMarkup_More.

Item reference number of the associated inventory lot.

For more information, see SalesLine_InventRefType_More.

The production order line number that the current sales line will cover or has covered.

The number of the purchase order or production order that will cover or has covered the current order line.

Reference to the lot on the blanket order.

Item's bar code, in numbers. For information about how to set up and use bar codes, see the form.

Item's bar code type.

For information about how to set up and use bar codes, see the form.

Customer's line number.

Terms of trade of the current order line for use with Intrastat.

For more information, see Intrastat (form).

Specify the means of transport for the current order for Intrastat.

For more information, see Intrastat (form).

Select the port where current delivery is loaded, used in Intrastat reporting.

Select the code for the current statistical procedure for Intrastat reporting.

Specify whether this is a triangular deal.

Enter the identification of a sub-bill of materials.

Enter the identification of a sub-route.

Product model identification.

Unique number that identifies the project.

For more information, see SalesLine_ProjId_More.

Category reference number.

Identification of the transaction.

Select a packing unit.

For more information, see SalesLine_PackingUnit_More.

Enter the packing unit quantity.

For more information, see SalesLine_PackingUnitQty_More.

Department dimension code initiated from the item.

For more information, see Dimensions.

Cost center dimension code initiated from the item.

For more information, see Dimensions.

Purpose dimension code initiated from the item.

For more information, see Dimensions.

Unique identification for the pallet (Serial Shipping Container Code).

Indicates that pallet tagging is mandatory.

Indicates that case tagging is mandatory.

Indicates that item tagging is mandatory.

Identification of a contact person.

If there is a multiline discount group associated with the customer, it is transferred automatically when you create the sales order.

For more information, see SalesTable_MultiLineDisc_More.

Select to create the corresponding intercompany purchase and sales orders automatically when you close the sales order. When this field is selected, the program automatically creates an intercompany purchase order that contains the particular lines for each intercompany vendor. Intercompany purchase orders are not created for items that have no primary vendor assigned, or items whose primary vendor is not an intercompany vendor.

Select to have the intercompany orders delivered directly to the customer and the delivery information synchronized to the intercompany purchase and the intercompany sales order.

Specify that you want to allow your intercompany vendor to be able to add more lines to the original sales order. This is only possible if the original sales order is directly delivered. Allowing this can have serious consequences.

View the purchase number of the purchase orders that have been created from this original sales order.

View the status of the purchase order. The options are as follows:

See whether the vendor is an internal trading partner (an intercompany organization). This field is selected if the vendor is set up as an intercompany vendor in the > > > form.

View the company identification of the intercompany sales orders created from the original sales order.

View the sales number of the intercompany sales order created from the original purchase order.

View the type of the intercompany sales order. The possible types are as follows:

View the status of the intercompany sales order. The options are as follows:

View the document status of the intercompany sales order. The options are as follows:

View the document number of the intercompany sales order. This number is generated from the intercompany sales order.

View the document date that relates to the status of the intercompany sales order.

See Also