Sales Order
Enter and change sales orders
Help
The Order Window allows you to enter and modify Sales Orders.
Window Type
Transaction
The Sales Transaction checkbox indicates if this item is a Sales Transaction.
Tabs
Order
Description Order Header Help The Order Header Tab defines the parameters of an Order. Changing the Organization, Business Partner, Warehouse, Date Promised, etc. changes these values on all the lines.
The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Document No
Description Document sequence number of the document Help *The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".
If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_", where TableName is the actual name of the table (e.g. C_Order).*
Order Reference
Description Transaction Reference Number (Sales Order, Purchase Order) of your Business Partner Help The business partner order reference is the order reference for this specific transaction; Often Purchase Order numbers are given to print on Invoices for easier reference. A standard number can be defined in the Business Partner (Customer) window.
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Target Document Type
Description Target document type for conversing documents Help You can convert document types (e.g. from Offer to Order or Invoice). The conversion is then reflected in the current type. This processing is initiated by selecting the appropriate Document Action.
Self-Service
Description This is a Self-Service entry or this entry can be changed via Self-Service Help Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality.
Date Ordered
Description Date of Order Help Indicates the Date an item was ordered.
Date Promised
Description Date Order was promised Help The Date Promised indicates the date, if any, that an Order was promised for.
Business Partner
Description Identifies a Business Partner Help A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson
Invoice Partner
Description Business Partner to be invoiced Help If empty the shipment business partner will be invoiced
Partner Location
Description Identifies the (ship to) address for this Business Partner Help The Partner address indicates the location of a Business Partner
Invoice Location
Description Business Partner Location for invoicing
User/Contact
Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact
Invoice Contact
Description Business Partner Contact for invoicing
Delivery Rule
Description Defines the timing of Delivery Help The Delivery Rule indicates when an order should be delivered. For example should the order be delivered when the entire order is complete, when a line is complete or as the products become available.
Priority
Description Priority of a document Help The Priority indicates the importance (high, medium, low) of this document
Warehouse
Description Storage Warehouse and Service Point Help The Warehouse identifies a unique Warehouse where products are stored or Services are provided.
Drop Shipment
Description Drop Shipments are sent from the Vendor directly to the Customer Help Drop Shipments do not cause any Inventory reservations or movements as the Shipment is from the Vendor's inventory. The Shipment of the Vendor to the Customer must be confirmed.
Drop Shipment Partner
Description Business Partner to ship to Help If empty the business partner will be shipped to.
Drop Shipment Location
Description Business Partner Location for shipping to
Drop Shipment Contact
Description Business Partner Contact for drop shipment
Delivery Via
Description How the order will be delivered Help The Delivery Via indicates how the products should be delivered. For example, will the order be picked up or shipped.
Shipper
Description Method or manner of product delivery Help The Shipper indicates the method of delivering product
Freight Cost Rule
Description Method for charging Freight Help The Freight Cost Rule indicates the method used when charging for freight.
Freight Category
Description Category of the Freight Help Freight Categories are used to calculate the Freight for the Shipper selected
Freight Amount
Description Freight Amount Help The Freight Amount indicates the amount charged for Freight in the document currency.
Invoice Rule
Description Frequency and method of invoicing Help The Invoice Rule defines how a Business Partner is invoiced and the frequency of invoicing.
Price List
Description Unique identifier of a Price List Help Price Lists are used to determine the pricing, margin and cost of items purchased or sold.
Currency
Description The Currency for this record Help Indicates the Currency to be used when processing or reporting on this record
Currency Type
Description Currency Conversion Rate Type Help The Currency Conversion Rate Type lets you define different type of rates, e.g. Spot, Corporate and/or Sell/Buy rates.
Sales Representative
Description Sales Representative or Company Agent Help The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user.
Discount Printed
Description Print Discount on Invoice and Order Help The Discount Printed Checkbox indicates if the discount will be printed on the document.
Charge
Description Additional document charges Help The Charge indicates a type of Charge (Handling, Shipping, Restocking)
Charge amount
Description Charge Amount Help The Charge Amount indicates the amount for an additional charge.
Payment Rule
Description How you pay the invoice Help The Payment Rule indicates the method of invoice payment.
Payment Term
Description The terms of Payment (timing, discount) Help Payment Terms identify the method and timing of payment.
Promotion Code
Description User entered promotion code at sales time Help If present, user entered the promotion code at sales time to get this promotion
Project
Description Financial Project Help A Project allows you to track and control internal or external activities.
Activity
Description Business Activity Help Activities indicate tasks that are performed and used to utilize Activity based Costing
Campaign
Description Marketing Campaign Help The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign.
Trx Organization
Description Performing or initiating organization Help The organization which performs or initiates this transaction (for another organization). The owning Organization may not be the transaction organization in a service bureau environment, with centralized services, and inter-organization transactions.
User List 1
Description User defined list element #1 Help The user defined element displays the optional elements that have been defined for this account combination.
User List 2
Description User defined list element #2 Help The user defined element displays the optional elements that have been defined for this account combination.
User List 3
Description User defined list element #3 Help The user defined element displays the optional elements that have been defined for this account combination.
User List 4
Description User defined list element #4 Help The user defined element displays the optional elements that have been defined for this account combination.
Total Lines
Description Total of all document lines Help The Total amount displays the total of all lines in document currency
Grand Total
Description Total amount of document Help The Grand Total displays the total amount including Tax and Freight in document currency
Document Status
Description The current status of the document Help The Document Status indicates the status of a document at this time. If you want to change the document status, use the Document Action field
Document Type
Description Document type or rules Help The Document Type determines document sequence and processing rules
Copy Lines
Description Copy Lines from other Order
Process Order
Posted
Description Posting status Help The Posted field indicates the status of the Generation of General Ledger Accounting Lines
Order Source
Order Type
Description Type of Order: MRP records grouped by source (Sales Order, Purchase Order, Distribution Order, Requisition)
Order Line
Description Order Line Help The Order Line Tab defines the individual line items that comprise an Order.
The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Order
Description Order Help The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled.
Business Partner
Description Identifies a Business Partner Help A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson
Partner Location
Description Identifies the (ship to) address for this Business Partner Help The Partner address indicates the location of a Business Partner
Date Promised
Description Date Order was promised Help The Date Promised indicates the date, if any, that an Order was promised for.
Date Ordered
Description Date of Order Help Indicates the Date an item was ordered.
Line No
Description Unique line for this document Help Indicates the unique line for a document. It will also control the display order of the lines within a document.
Warehouse
Description Storage Warehouse and Service Point Help The Warehouse identifies a unique Warehouse where products are stored or Services are provided.
Product
Description Product, Service, Item Help Identifies an item which is either purchased or sold in this organization.
Charge
Description Additional document charges Help The Charge indicates a type of Charge (Handling, Shipping, Restocking)
Attribute Set Instance
Description Product Attribute Set Instance Help The values of the actual Product Attribute Instances. The product level attributes are defined on Product level.
Resource Assignment
Description Resource Assignment
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Quantity
Description The Quantity Entered is based on the selected UoM Help The Quantity Entered is converted to base product UoM quantity
UOM
Description Unit of Measure Help The UOM defines a unique non monetary Unit of Measure
Ordered Quantity
Description Ordered Quantity Help The Ordered Quantity indicates the quantity of a product that was ordered.
Delivered Quantity
Description Delivered Quantity Help The Delivered Quantity indicates the quantity of a product that has been delivered.
Reserved Quantity
Description Reserved Quantity Help The Reserved Quantity indicates the quantity of a product that is currently reserved.
Quantity Invoiced
Description Invoiced Quantity Help The Invoiced Quantity indicates the quantity of a product that have been invoiced.
Is Consumes Forecast
Description Is Consumes Forecast Help Indicates if the sales order line will generate or not a demand for MPS
Shipper
Description Method or manner of product delivery Help The Shipper indicates the method of delivering product
Freight Category
Description Category of the Freight Help Freight Categories are used to calculate the Freight for the Shipper selected
Price
Description Price Entered - the price based on the selected/base UoM Help The price entered is converted to the actual price based on the UoM conversion
Unit Price
Description Actual Price Help The Actual or Unit Price indicates the Price for a product in source currency.
List Price
Description List Price Help The List Price is the official List Price in the document currency.
Freight Amount
Description Freight Amount Help The Freight Amount indicates the amount charged for Freight in the document currency.
Tax
Description Tax identifier Help The Tax indicates the type of tax used in document line.
Discount %
Description Discount in percent Help The Discount indicates the discount applied or taken as a percentage.
Project
Description Financial Project Help A Project allows you to track and control internal or external activities.
Activity
Description Business Activity Help Activities indicate tasks that are performed and used to utilize Activity based Costing
Project Phase
Description Phase of a Project
Project Task
Description Actual Project Task in a Phase Help A Project Task in a Project Phase represents the actual work.
Campaign
Description Marketing Campaign Help The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign.
Trx Organization
Description Performing or initiating organization Help The organization which performs or initiates this transaction (for another organization). The owning Organization may not be the transaction organization in a service bureau environment, with centralized services, and inter-organization transactions.
User List 1
Description User defined list element #1 Help The user defined element displays the optional elements that have been defined for this account combination.
User List 2
Description User defined list element #2 Help The user defined element displays the optional elements that have been defined for this account combination.
User List 3
Description User defined list element #3 Help The user defined element displays the optional elements that have been defined for this account combination.
User List 4
Description User defined list element #4 Help The user defined element displays the optional elements that have been defined for this account combination.
Create Production Order
Description Create Production Order from Order Line Help Create Production Order
Picked Qty
Create Shipment
Description Create the shipment for Sales Order
Line Amount
Description Line Extended Amount (Quantity * Actual Price) without Freight and Charges Help Indicates the extended line amount based on the quantity and the actual price. Any additional charges or freight are not included. The Amount may or may not include tax. If the price list is inclusive tax, the line amount is the same as the line total.
Lost Sales Qty
Description Quantity of potential sales Help When an order is closed and there is a difference between the ordered quantity and the delivered (invoiced) quantity is the Lost Sales Quantity. Note that the Lost Sales Quantity is 0 if you void an order, so close the order if you want to track lost opportunities. [Void = data entry error - Close = the order is finished]
Processed
Description The document has been processed Help The Processed checkbox indicates that a document has been processed.
Order Tax
Description Order Tax Help The Order Tax Tab displays the tax amount for an Order based on the lines entered.
The Read Only indicates that this field may only be Read. It may not be updated.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Order
Description Order Help The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled.
Tax
Description Tax identifier Help The Tax indicates the type of tax used in document line.
Tax Amount
Description Tax Amount for a document Help The Tax Amount displays the total tax amount for a document.
Tax base Amount
Description Base for calculating the tax amount Help The Tax Base Amount indicates the base amount used for calculating the tax amount.
Price includes Tax
Description Tax is included in the price Help The Tax Included checkbox indicates if the prices include tax. This is also known as the gross price.