Sales order
Introduction
Overview After receiving the Purchase order from the customer, the Marketing team will ge...
Tabs
Sales Order Header
Critical Fields: 1. Business Partner: We can select existing/new customers here and ...
Sales order line
Critical Fields: 1. Product: To select the product type item, you can select the multiple pr...
Order tax
Once the document is completed order tax tab automatically update
Payment schedule
Critical Fields: 1. Payment Schedule: To update the schedule details 2. Due Date: The date wh...
Custom fields
Critical Fields: 1. Sequence: Method of ordering records (lowest number comes first) 2....
Activity
Critical Field : Contacts : Used to select the contact from master Start Date : It is used to...
Document Actions
Process
Video
Reports
Sr.No Report Name Report Purpose 1. Open Quotation Report A quotation will be released as pe...
Preceding and Succeeding Window
Forms and Process
Generate PO From sales order
Parameters : 1) Date ordered : It is used to filter sales order transaction from date to to da...
Short Close Order
Parameters : Sales Order :- Sales order Document No which user wants to short close can choose...
Estimation
Parameters : 1) Organization : It is used to select the organization name.2) Business partne...
Reopen Order
Parameter : - 1. Order : User needs to choose order number which is closed previously. Proces...
RePrice Order/Invoice
Parameters :- 1. Order :- Order to be selected for which user wants to Recalculate the price ...
Order Batch Process
Target document line : User have to select the document line. Document status: User ha...