To create a Sales Order, click on Sales Order from the Application Menu. The icon in front of the Sales Order menu item indicates that it is a window.

When the Sales Order window is opened any Sales Orders entered or updated today and those Sales Orders that are not Completed or Closed will be displayed.

To view Historical records, select the History button on the toolbar.

Then you may choose to see records for the current Day, Week, Month, Year, or All records.

You can also view historical records by using the standard record Search.

The Order window allows you to enter and modify Sales Orders. The Order tab defines the parameters of an order.

New Sales Order

To begin a new Sales Order, click on the New Record button.

The Order Reference field allows you to enter a reference number. It is optional and defaults from the Business Partner.

The Target Document Type defaults to Standard Order if your Value Preference is set so. You can select another document type. The window will adapt slightly according to your selection made in this field.

The Date Ordered and the Date Promised fields default to the current date, but can be changed.

You need to select the Business Partner for this Order by clicking on the icon in the field. Alternatively, you may you enter the entire search key (or the first characters that make it unique) and hit Enter, so the field will be filled automatically.

In this case the Business Partner would typically be a Customer. Now the following fields are defaulted from the Business Partner information: Partner Contact (if any), Bill To, Partner Address, and Price List. If there are multiple records for the address or Partner Contact then it will use the first one it finds. You can change these values using the drop-down list box.

The Currency field displays the Currency to be used. The Currency is determined by the Currency on the Price List.

The Invoice Rule and the Shipping Rule and the Delivery Via are also defaulted from the Business Partner (Customer) information. The Delivery Via specifies how the products should be delivered. For example, they will be picked up or shipped.

The Priority specifies the importance (high, medium, low) of this document. It is used for Standard Orders when creating shipments. If there are more orders for a product than there is available stock, the higher priority orders get the shipment first.

Optionally you can select a Warehouse. This is the unique location where the goods are stored or the Services are provided.

In the Sales Rep field you need to enter the Sales Representative. Any Sales Rep must be a valid User in the System.

The Freight Cost Rule specifies the method used when charging for freight. At this time Freight Included is the only available value. Freight can be added as a separate line charge in the Sales Order. This field, the Payment Rule and the Payment Term default from the Business Partner Customer attributes.

The Document Status specifies the status of the Sales Order at this time. If you want to change the status, use the Document Action button. This will call the Document Action window.

After entering your Sales Order Lines, you have the option to Complete, to Void or to Process the Sales Order.

The (current) Document Type determines the document sequence and the processing rules.

Void and Process perform the same actions on all Sales Order document Types. Void prevents any further processing from occurring for the Sales Order. Process reserves inventory and re-calculates taxes if necessary. The Order is still active and lines can be added and modified.

A Document Action of Complete performs different processes based on the Document Type:

• Quote or Proposal: Closes the document. It cannot be copied or changed to another document type unless it is reactivated.
• Standard Order: Inventory is reserved. Allows Shipments and Invoices to be generated (dependent upon Delivery and Invoice rules.)
• On Credit Order: Shipment and Invoice are generated. Inventory is adjusted.

The Total amount displays the total of all lines in the document currency.

The Grand Total displays the total amount including Tax in the document currency.

Order Line

Click on the Order Line tab to enter the Line information for your Order.

The Order Line tab defines the individual items of an Order.

Select a Product by clicking on the icon in the Product field. The Product Info window appears. Press Return or enter the wildcard to display all products listed. Select the desired Product by double-clicking on the corresponding row to enter the Product into the Product field on the Order Line. You can also enter the search key in the Product field and hit Return to enter the Product into the Product field.

The corresponding Product selection window will appear.

Enter a Description if you like. The Date Ordered and the Date Promised fields default to date on the Order Header, but can be changed. The Line No indicates the unique line of the Order. It will also control the display order of the lines within the Order. The Warehouse identifies a unique Warehouse where the products are stored or the Services provided.

In the Quantities area, enter the Ordered Quantity. The Delivered Quantity, the Invoiced Quantity or the Reserved Quantity are displayed if applicable. The UOM defaults from the Product definition.

In the Amounts area, Unit Price, List Price, Tax, and Discount default from the Price List for the Product, but can be changed. The Discount is optional.

In the Status area, the Line Net (Quantity * Actual Price) without Tax and Charges is displayed. It indicates the line net amount based on the quantity and the actual price. Any additional charges tax are not included.

If you want an additional description line to print on an Order or Invoice select the New Record button, do not select a Product or Resource, enter the desired text in the Description field and set the Quantity to zero.

To display the tax information for the selected Order Lines switch to the Order Tax tab. Confirm the displayed dialog box to save your Order Line data.

The Order Tax window displays the tax associated with the Order Lines. You associated the Tax with the Product in the Order Line tab.

The Tax field specifies the type of tax for this order line. The Sales Order field displays the Sales Order ID. The Tax Amount field displays the total tax amount for all Lines in the Sales Order. And the Tax base Amount field shows the base amount used for calculating the tax amount.

Refer TaxesGeneral for more

Shipment (Customer)

Shipment used to record every single shipment transaction send/receive from warehouse, keep track the stock sending/receiving activity status.

To enter a Shipment manually, open the Shipment window by clicking on Shipment (Customer) from the Main Menu. The icon in front of the Shipment(Customer) menu item indicates that it is a window.

When the Shipment window is opened any Shipments entered or updated today and those Shipments that are not Completed or Closed will be displayed.

To begin a new Shipment record, click the New Record Button.

Select Document Type and Business Partner. Partner Location and User Contact will default when the Business Partner is selected.

Select the Sales Order field to display the Order Info window.

The screen displays with all Orders for the Business Partner entered in the Shipment document. You can also enter any of the other search fields (e.g. Order Reference, Date Ordered) to limit the number of records returned.

Double click on the desired Sales Order or select the Sales Order and click the OK button.

You are returned to the Shipment window and the Sales Order field is now populated.

Select the Shipment Line tab to enter the line items to be shipped.

You can enter the Product and Quantity directly or select the Sales Order Line and the Product and Movement Quantity will be updated with the value from the Sales Order.

The Confirmation tab is a view only window for displaying Pick Confirmations.

Return to the Shipment tab to Complete the Shipment. Select the Complete button to complete the Shipment.

RMA

RMA, Return Merchandize Authorize allows you to define item(s) cost for a return shipment, by default or recalculate, stocked/recorded to the inventory.

To create or modify RMA, open the RMA window from the Main Menu. The icon indicates that this is a window.

Select a target document type from the Document Type drop down list box. If document numbering is set, the Document No will be populated.

Additionally, select the RMA Type if appropriate.

Enter or select the Original Shipment on which the product was delivered.

Select the RMA Line to define the specific products to be returned. The RMA Line items displays the Original Shipment Line and Shipment Date.

Select the Original Shipment Line. Enter the desired Quantity. The system will prevent a quantity that is greater that the quantity shipped on the selected shipment line.

Once the Material is received from the customer and the RMA is complete; a Material Receipt is created from the RMA. Confirmations may be linked to the Material Receipt to allow for disposal, movement back to Inventory, or if no confirmation is used, the item is returned to inventory (if it is a stocked item.)

You must generate the Credit Memo via the Generate Invoice (Customer).

Return to the RMA header to and complete the document.