Sales order
- Introduction
- Tabs
- Document Actions
- Process
- Video
- Reports
- Preceding and Succeeding Window
- Forms and Process
- Generate PO From sales order
- Short Close Order
- Estimation
- Reopen Order
- RePrice Order/Invoice
- Order Batch Process
Introduction
Overview
After receiving the Purchase order from the customer, the Marketing team will generate the sales order
Business Case
Tabs
Sales Order Header
Critical Fields:
1. Business Partner: We can select existing/new customers here and this field is used to maintain customer
2. Partner location: This field is updated automatically, based on the business partner
3. Warehouse: This field is for Product storage purposes, Select a warehouse where the final product is stored.
4. Date promised: Estimated delivery date of the product to the customer
5. Price list: The price list will be selected in the product master once we select the product price list will display automatically and the user can also select manually
6. Sales Representative: This field is used for sales rep updating purposes, It will display from the employee master when the sales rep field is checked
7. Terms and conditions: This field is used for our internal terms and conditions updating purpose (Payment terms etc)
8. Delivery Terms: To update the Delivery Terms (By Air, By courier, etc)
9. Delivery Rule: This field helps to select the timing of the delivery
9.1) After Receipt: It defines the order to be paid after receipt
9.2) Availability: This will ship goods as they come into stock, regardless of whether there will be outstanding quantities for the order or not.
9.3) Complete Line: This will generate shipments whenever stock to fulfil any individual order line is available.
9.4) Complete Order: This will create a shipment when the stock to fulfil the entire order is available.
9.5) Force: This will cause a shipment to be generated for the full quantities specified in the order, regardless of whether they are in stock or not.
9.6) Manual: This will prevent shipments from being automatically generated.
10. Delivery Via: indicates how the products should be delivered
10.1) Pickup: After the Product is ready to ship, customers will take the product in their own vehicle.
10.2) Delivery: Delivery is done by the vendor itself to the customer.
10.3) Shipper: The Shipper indicates the method of delivering products via ship, aeroplane..etc.
11. Freight Cost Rule: Method for charging flight
11.1) Calculated: We can calculate the freight cost
11.2) Fix price: Fixed the freight cost
11.3) Included in Price: Already included in the product price list
12. Insurance Cost Rule: Method for charging insurance
12.1) Calculated: We can calculate the insurance cost
12.2) Fix price: Fixed the insurance cost
12.3) Included in Price: Already included in the product price list
13. Packing and Forwarding Cost Rule: Method for charging Packing and Forwarding
13.1) Calculated: We can calculate the Packing and Forwarding cost
13.2) Fix price: Fixed the Packing and Forwarding Cost
13.3) included in the price: Already included in the product price list
14. Payment Rule: This field used to select the payment type
14.1) Cash: After receiving the invoice, the customer pays the invoice amount through cash only
14.2) Check: After receiving the invoice, the customer pays the invoice amount through a check
14.3) Credit Card: Payment amount paid to the vendor to use a Credit Card
14.4) Direct Debit: Payment amount paid to direct vendor account number
14.5) Mixed POS Payment
14.6) NEFT
14.7) On Credit
14.8) RTGS: Payment amount paid to RTGS
15. Payment term : The terms of payment(immediate ,30 days, etc
16. Area Field shows information like Branch, Division, etc...
17.Order Source : It is used to select the Source Details for this Document from the Order Source Master.
18.Order Source Type : It is a master window and it is used to maintain the Order Source type Based on the Order Source
19.Order Source Category : It is a master window which is used to select the data from the master and it is related with the Order source type.
20.Order Source Activity : Used to maintain the activity and It is a master data related with the Order Order Source Category.
Critical & one-time setup fields:
1. Organization: This field is used to select the organization
2. Target Document Type- This Field is used to select the type of document that you are going to process
Non-Critical Fields:
1. Project- If this order is processed against a project user can tag the project for tracking.
2. Campaign: This field is used to select the campaign type
3. Customer PO: This window field is directed to the Customer PO window to see the product's requirements.
4.External Agency : It is used to select the existing business partner name.
Zoom conditions:
1. Shipment customer
2. Invoice (customer)
3. Invoice payment schedule
4. MRP
5. Shipments package plan
6. Manufacturing Order
Customization:
1. In the sales Order Header, the Product Search option in the Process button, helps to search the product by a combination of Attributes that we already configured in the Product search configuration window.
Sales order line
Critical Fields:
1. Product: To select the product type item, you can select the multiple products in this line item
2. Quantity: Quantity that needs to be quoted
3. UOM: The record will populate from the product and we can change the UOM manually if uom conversion for the product.
4. Tax: This field is used to select tax either Interstate or intrastate and we can also change the tax.
5. Charge: additional document charge to add this field
6. Discount: If any discount for the product to the specific customer to be used
Critical & one-time setup fields:
Non-Critical Fields:
1. Project- If this order is processed against a project user can tag the project for tracking.
2. Campaign: It is used to select the campaign type
Serial number/Lot number (ASI):
In this field, we can set an Attribute instance for this product & we do not generate serial numbers in the sales order
Zoom conditions:
Customization:
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 when the payment is due
3. Discount Date: Once the discount date is exceeded system does not consider the discount amount
4. Amount Due: Amount of the payment due
5. Discount Amount: To update the discount amount details
Critical & one-time setup fields:
Non-Critical Fields:
Zoom conditions:
Validation:
System check total value and payment schedule value
Custom fields
Critical Fields:
1. Sequence: Method of ordering records (lowest number comes first)
2. Custom columns: Additional field used for reporting purposes
Critical & one-time setup fields:
Non-Critical Fields:
Zoom conditions:
Customization:
Activity
Critical Field :
- Contacts : Used to select the contact from master
- Start Date : It is used to give the Activity start date
- End Date : It is used to give the Activity end date
- Sales Representative : It is used to select the sales rep for this activity
- User Contact : Used to select the User contact from this Activity
- Activity Type : Used to select the activity type like E-Mail, Meeting, Online Meeting, Phone Call, Task
- Travel KM : Used to maintain Travel kilometer
- Follow Up : This Check box is used to Mention if the follow up is required or not
- Complete : This check box is used to maintain the activity is completed or not
- Follow Up Date : Used to mention the follow up date
- Remind Before : Used to mention the Remind Before time
Non-Critical Field :
- Description : Used to give the extra details about the activity
- Comments : Used to maintain any comments about the Activity
Document Actions
Validation
Save:
1. System will check all mandatory fields
2. In the order line, the system will pick the price and tax from the master.
3. If a Custom line is added in the master, it will copy to the customs line under the order line.
4. Payment Schedule will explode as per the payment terms selected in order(Header).
Delete:
1. System will delete the order and its history details
2. If the product is required to delete in the order line and it is in draft status, then you can delete the record.
If the Document status is in progress, you should change the quantity to zero and prepare the document. then you can delete the record.
3. If you want to delete the whole record, first need to delete the activity against the document number and delete the header.
Document action-prepare:
1. System will check the period details and master data checking
2. If a payment schedule is not created, the system will automatically create a payment schedule based on the payment term selected.
Document action-complete:
1. System will set the status as complete for the document and keep the order ready for processing.
2. Once document action is complete, all fields are updated in read-only
Document action void/reverse correct actual:
1. Void- the system will reverse all the transaction data and change the document status to Void
Document action close:
Action
Not applicable
Create lines from:
Not applicable
Copy from/lines:
This button will help you to copy the order lines from another sales order line. We need to mention the order number to copy it.
<custom actions>:
Not applicable
Process
Order Process
1) Copy Lines: Copy lines process will help you to copy the sales order lines from any sales order.
2) Product_Search: In the sales Order Header, the Product Search option in the Process button helps to search the product by a combination of Attributes that we already configured in the Product search configuration window.
3) Add Defaultitems: The charges will add automatically which are already configured in the master.
4) Generate Discount: This will help you to add discounts for all products under the order line Tab.
Order Line Process
1) Create manufacturing order: You should Select the Plant, warehouse, BOM, and Routing and enter the order qty to create a manufacturing order from the sales order.
2) Copy Custom: This will help you to copy the custom records from the products master to insert in the custom fields(Line)
3) Product_Search: This helps to search the product by a combination of Attributes that we already configured in the Product search configuration window.
Video
Order Videos
Reports
| Sr.No | Report Name | Report Purpose |
| 1. | Open Quotation Report | A quotation will be released as per the company standard in the fabrication industry. The marketing team needs to track how many Quotation not converted to order |
| 2. | Order Status report | In the manufacturing Industry management person want to see the total tracking detail from the sales order against invoice detail. This report is used to track the details. |
| 3. | Sales To Production report | In the manufacturing industry once the sales order is raised and the production process is started. Management needs to track the orders raised and the delivery status against the sales order this report is used to track the details. |
| 4. | Shipment Report | In the manufacturing Industry management person want to see the total tracking detail from a sales order or shipment(Customer) against invoice detail. This report is used to track the details. |
| 5. | Open Sales Order Summary | This report will help you with orders not fully delivered. |
| 6. | Order Vs Dispatched Value | You can see the shipment value delivered with the order Price. |
| 7. | Order Detail | To see the product, qty, Price, and delivered qty against the sales order. |
New Page
Preceding and Succeeding Window
Sales Order Connected Window
Preceding Window
Quotation :- Quotation
Succeeding Window
Manufacturing Order :- Manufacturing Order
Create Manufacturing Order :-
Invoice (Customer) :- Invoice (Customer)
Shipment (Customer) :- Shipment (Customer)
Generate Shipment (Manual) :-
Generate PO From Sale Order :-
Shipment Package Plan :- Shipment Package Plan
Forms and Process
Generate PR From Sales Order
Parameters :
- Organization : This parameter is used to select the Organization name from the master which is used to create sales order.
- Date Ordered : This is also a parameter which is used to select the date for generate PR
- Business Partner : Here we can select the Business partner name for the PR.
- Order : It is used to select the Sales Order Number , by selecting sales order we can create PR from that.
Process Use :
By Using this process we can create the Purchase requisition from sales order for same product and Quantity.
Generate PO From sales order
Parameters :
1) Date ordered : It is used to filter sales order transaction from date to to date.
2) Business partner : It is used to select the business partner details which is mentioned in sales order document.
3) Vendor : It is used to select supplier details to raise purchase order.
4) Order : It is used to mention the sales order document no.
5) Drop shipment : It is used to select yes or no.
Process Use :
By using this process we can be able to generate purchase order from sales order.
Short Close Order
Parameters :
Sales Order :- Sales order Document No which user wants to short close can choose through this field.
Process Use :
This process is used to Short close Sales order. Once sales order is short closed Order quantity becomes zero and also Reserve quantity in inventory report for that warehouse.
Estimation
Parameters :
1) Organization : It is used to select the organization name.
2) Business partner : It is used to select the business partner name.
3) Sales price list : It is used to mention the sales price INR.
4) Purchase price list : It is used to mention Purchase price INR.
5) Currency Type : It is used to select the Currency type.
6) Expected close date : It is used to mention the expected close date for the estimation.
7) Marketing campaign : It is used to select the campaign type.
8) Limit Base : It is used to select price whether it is fixed price or list price.
9) Description : It is optional field to mention the description.
10) Comments : It is optional field to mention the comments.
11) Sales Representative : It is used to select the sales representative name.
12) Currency : It is used to select the currency INR or USD.
13) Total cost : System will display the total cost.
14) Manufacturing cost : System will display the manufacturing cost
15) Cost in currency : system will display the cost in currency
16) Material cost : system will display the cost of the material
17) Amount : system will display the amount
18) Admin cost : system will display the admin cost
19) Margin : system will display the margin cost by calculating
20) Other cost : system will display the other cost
21) Shipping cost : system will display the shipping cost
22) Line no : user have to mention the line no
23) Product : It is used to mention the product (Component) for calculating estimation.
24) Attributes : user have to select the attributes in this field
25) UOM : Product unit of measurement will be displayed
26) Warehouse : user have to mention the warehouse in this field.
Form Use :
Reopen Order
Parameter : -
1. Order : User needs to choose order number which is closed previously.
Process Use :-
This process is used to Open previously Closed orders.
RePrice Order/Invoice
Parameters :-
1. Order :- Order to be selected for which user wants to Recalculate the price based on the latest price list version of an open order
2. Invoice :- Invoice to be selected for which user wants to Recalculate the price based on the latest price list version of an open invoice.
Process Use :-
This process is used to Recalculate the price based on the latest price list version of an open order or invoice.
Order Batch Process
Target document line : User have to select the document line.
Document status: User have to select the document status
Business partner: User have to select the business partner type.
Self Service: User have to select self service
Delivered: User have to select the delivery option
Invoiced: User have to select the invoiced option
Data ordered: user have to mention the date order as per the document.
Document action: User have to select the document status.
While the user click the OK button System will generate the order as per the above criteria.