• salesOrder

Sales Orders

Usage

• Capture Sales Orders for a Client. This will be invoiced later.

Where to Find it

• Menu Path : Sales -> Create Sales Order

• Navigation Shortcut : SO01 / SO02 / SO03

Field Descriptions

• Header Fields:

  • Document Type - Document type control the flow of the program and fields available for input.

  • Sales Division - If setup you can sell in different sales divisions thats linked to different plants.

    • By default only 1 sales division is set up and will not display.

  • Order Number - Unique number assigned to sales order based on document type.

  • Client Number - [clientMaster| Client ] you are selling to.

  • Currency - Document Currency .

• Line Item Fields:

  • Line Type (LT) - Line Type control what type of service/product you sell.

  • Description - If you use free text LT you can describe the service here.

  • Line Status (LS) - What is the status of this line. Example S = Stock issued

Example

Create a sales Order for client 101 (Mr Fish and Chips) with 3 lines.

• Product (Hake)
• Free text (Cleaning and packaging)
• Free Text (Delivery Cost)

Next Steps in Process

Found under button Follow Up Actions .

• Goods Issue (If we used products)

• Create Invoice (If you want to get paid)

CategoryTransactionData