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.