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Sales order/Sales quotation/Service order enquiry, Order/Quotation header, Main information 2 (DSR12201)

Related topics

This panel displays the order/quotation header information for the order/quotation that you selected.

Function keys

For more information about additional functions accessible from this panel,
see Functions in function list.

Text Only displayed if text is defined for the order/quotation header or line. View the text.
Profit View profit margin information for the order/quotation or line. Note: This function cannot be used if a component is displayed and the structure type has the price calculation code set to 1, 3 or 4. If this is the case, then the sales price and cost for the whole structure are added to the parent item which will display the profit.
Display reporting currency View the amount(s) in system currency and reporting currency. Note: Only displayed if a reporting currency is defined in Work with companies and if it has a fixed exchange rate, i.e. Fixed exchange rate is set to YES in Work with currencies for this currency.
Addresses View the order/quotation addresses.
Lines View all lines for the order/quotation.
Lost sales Access the Lost sales panel where you can view the lost sales information per order/quotation line.
Hold information Access the All reasons panel where you can view the reasons and other information for the held order/quotation.
Order settlements Access the Order settlements panel where you can view credit card, cash or cheque payments that have been entered for this transaction as well as a summary of all amounts and fees for an order/quotation.
Discounts Access the Header, discounts panel where you can view the header discounts for the order/quotation.
Jobs This function key is only displayed if DC1 Service is installed and activated and the order is a service order. View the service order jobs.
Customer
Displays your customer’s name and number.
Order value/Quote value
Displays the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines/quotation lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, this field will display the last 10 digits of the amount.

Order number/Quote number
Displays the order number/quotation number and any version.
Credit limit
Indicates your customer’s credit limit. This amount is established in the Credit limit field of the Business partner file, A/R basic data panel.
Balance
Indicates your customer’s total sales order/quotation balance (in system currency).

Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

+ A/R – A/P balance

+ Invoiced not transf

+ Open orders

–  Received payments

= Total balance

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Reference info

Order/Quote date
The date indicates when the order/quotation was entered into the system.
Order/Quote time
The order/quote time indicates when the order/quotation was entered into the system.
Holding comp
Displays the name of your customer’s holding company.

This information will only be displayed if:

  • the BP-STR (handling of Business partner structures) function is activated in the Function control file.
  • This customer belongs to a business partner structure.

Salesman
Identifies the salesman that is handling this order/quotation.
Parent comp
Displays the name of your customer’s parent company.

This information will only be displayed if:

  • the BP-STR (handling of Business partner structures) function is activated in the Function control file.
  • This customer belongs to a business partner structure.
Reference
Identifies the name of the contact person for this order/quotation.
Language
Specifies the language in which external documents (e.g., order confirmation, invoice, etc.) should be printed.
Your order
This reference identifies the number of your customer’s purchase order. It is used to allow your customer to cross-reference their purchase order with your sale order. It is used solely for information purposes. This information will be printed on all documents associated with with your sales order.

For Pharma US installations, this reference is the DEA order form number for the ARCOS functionality and is mandatory if the order holds item(s) classified as narcotics (i.e. a narcotic category is connected to the item, and the DEA order form no field is set to YES on the narcotic category). See About the ARCOS functionality (Pharma US) for more information.

DI created
Indicates if the order/quotation was received through any DI method, e.g. EDI/400.
Supplier
Displays the supplier number. This field is used in conjunction with the Supp ord ref field (below). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).

After entry a duplicate check will be performed to see if the supplier order number already exists on another sales order for the entered supplier. If duplicates exist, a warning message will appear where order number and order date for the first found duplicated order is displayed. Despite the warning, the order can be created with the duplicate reference.

Supp ord ref
Displays the supplier order number. This field is used in conjunction with the Supplier field (above). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).

After entry a duplicate check will be performed to see if the supplier order number already exists on another sales order for the entered supplier. If duplicates exist, a warning message will appear where order number and order date for the first found duplicated order is displayed. Despite the warning, the order can be created with the duplicate reference.

Currency and Tax

Currency
Displays the monetary unit used in the transaction. This value is defined in Work with currencies.
VAT based
Indicates if this is a VAT based customer, as defined in the Business partner file. Note: The VAT based field on the order lines, overrides the code displayed in this field.
VAT handl cd
Displays the VAT handling code. Note: Under normal circumstances a value in this field should not be entered (or changed) regardless what is entered in the VAT based field (above) since the VAT handling code on the order line controls VAT handling.
Sales tax

Indicates if sales tax handling is used for the order/quotation.

Exch rate
Displays the exchange rate between the system currency and order currency.

Pricing

Pricing date
Displays the date used to price the sales order/quotation.
Price list
Displays the price list used for this order/quotation. This is retrieved for the customer from the Customer file, if one is defined. If no price list is assigned to the customer, the Standard price list (defined in the DIS control file) will be used and this field will be blank. When DC1 runs the main pricing program it will use this Standard price list as the starting point for calculating any prices or discounts as it needs a starting price in the event that it encounters only discounts in the Customer contracts and Sales pricing methods.
Promotion
This field is only displayed if at least one open sales promotion exists that is flagged for promotion pricing. Displays the promotion used to price the lines on the sales order/quotation.
Ord sum calc
This field is only displayed if the pricing policy for Order summary disc is set to YES in DIS control file. This run order summary discount calculation flag denotes whether or not the order summary discount calculation will be run or can be triggered for this order. (Note: Order summary discounts are never calculated for a service order agreement).

This flag is initially always set to YES for a new order but after the very first line has been invoiced (or passed to pending invoice statistics, status 50) it will be changed to NO and cannot be changed back. When the field is set to NO, no further calculation or re-calculation of order summary discounts will be carried out for the order.

Backlog

Backlog
Indicates if the order/quotation line can be back-ordered. If NO, a back order will not be created even if the order/quotation line is not delivered-in-full. This code, however, can be overridden during Pick list confirmation.
Blog at pick
Indicates if the back-order lines should be generated after Pick list confirmation or during Invoicing.

Sales order/Sales quotation/Service order enquiry, Order/Quotation header, Additional information 1 (DSR12202)

Related topics

This panel displays sourcing and shipment information for the order/quotation you have selected.

Function keys

For more information about additional functions accessible from this panel,
see Functions in function list.

Text Only displayed if text is defined for the order/quotation header or line. View the text.
Profit View profit margin information for the order/quotation or line. Note: This function cannot be used if a component is displayed and the structure type has the price calculation code set to 1, 3 or 4. If this is the case, then the sales price and cost for the whole structure are added to the parent item which will display the profit.
Lines View all lines for the order/quotation.
Display reporting currency View the amount(s) in system currency and reporting currency. Note: Only displayed if a reporting currency is defined in Work with companies and if it has a fixed exchange rate, i.e. Fixed exchange rate is set to YES in Work with currencies for this currency.
Addresses View the order/quotation addresses.
Jobs This function key is only displayed if DC1 Service is installed and activated and the order is a service order. View the service order jobs.
Customer
Displays your customer’s name and number.
Order value/Quote value
Displays the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines/quotation lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, this field will display the last 10 digits of the amount.

Order number/Quote number
Displays the order number/quotation number and any version.
Credit limit
Indicates your customer’s credit limit. This amount is established in the Credit limit field of the Business partner file, A/R basic data panel.
Balance
Indicates your customer’s total sales order/quotation balance (in system currency).

Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

+ A/R – A/P balance

+ Invoiced not transf

+ Open orders

–  Received payments

= Total balance

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Sourcing

Auto source
Indicates if the system should search through all warehouses in the sourcing policy to find the requested quantity. If set to YES and requested quantity cannot be found, the result depends on settings in the system and occurs in the order outlined:

  • Create a BtB order if allowed for the item (as defined on Item/Warehouse level in fields Transit and Direct)
  • If BtB not allowed, apply the Automatic fulfilment rules (via the OFR code) if Auto fulfilment is allowed (as defined for the Sales order type).

If set to NO, the system retrieves the Sourcing policy only to search for the first active warehouse in which the item is stored. If that warehouse does not have enough stock available, a message will be displayed.

Auto fulfil
Indicates if the system should automatically control some advanced rules when sourcing an item during sales order entry. The setting stated here is populated to the Sales order header when an order is created and can be changed on order level.

If set to YES, the system will apply the OFR (Order Fulfilment Rule) code logic to find the requested quantity. Note: This logic is only performed when the order line is entered. Split on warehouse is NOT performed if the quantity is increased on an existing line. Automatic fulfilment has no impact on back order line creation during pick list confirmation or invoicing.

If set to NO, the system will use the Availability check functionality when finding requested quantity.

Order fulfil
Indicates how you want the system to source requested quantity on each order line. See OFR (Order Fulfilment Rule) code.
Complete del
Indicates if a complete delivery of the entire order is required. If YES, fields Date adjust and Avail chk pp must also be set to YES. The following validations/conditions exist for this field:

  • Complete delivery is not allowed if lines exists on pick consolidation list unless line is attached to an outbound shipment
  • Complete delivery is not allowed with BtB direct lines
  • All lines on an order with Complete delivery set to YES must have the same warehouse
  • All lines on an order with Shipment preparation and Complete delivery set to YES must be attached to the same shipment
  • All lines on an order with Shipment preparation and Complete delivery set to YES must have handling/hazard codes that can be shipped together

Note: If a complete order shipment is required, the order will not be suggested for picking and no pick list will be printed unless the entire order can be fully delivered.

Date adjust
This field is only valid for sales orders that have more than one sales order line. Indicates if you want the system to adjust all sales order lines to the latest dispatch date. This will allow all of the sales order lines to be dispatched in the same shipment. Note: This field must be set to YES if Complete del is set to YES.
Avail chk oe
Indicates if the item availability check will be performed at order entry.
Avail chk pp
This is an extra security measure to prevent pick lists from being printed when item is not available. Indicates if you want the system to consider the OFR (Order Fulfilment Rule) code (i.e. the Order fulfilm rule field) defined in the Customer file during pick list print. If set to NO, there will not be any type of availability check applied during pick list print (i.e. the OFR code will be ignored. Instead, print any pick list line regardless of available quantity in stock).
Print unfulf
Indicates if you want to print the unfulfilled supply information on the order documents. See Print unfulfilled supply information on order documents for more information.
Warehouse
This value is defaulted from the Sourcing policy defined for the customer in the Business partner file/Customer file.
Default whs
Indicates if the warehouse code defined in the Warehouse field on this panel is to be used as the default warehouse on the order lines. If set to NO, you can either enter a warehouse manually on the order line or let the system automatically retrieve a warehouse from the Sourcing policy.
Dft BtB sup
Indicates the supplier that will be used as default on all BtB order lines.
Deliv sched
Indicates if this order was created from a delivery schedule received from the customer.
Firm alloc
This field is only displayed if the FIRMALLO (Firm allocation) function is activated in the Function control file. Indicates if the order lines on the sales order are to be firm allocated (i.e. automatically allocate stock for the customer if the dispatch date is within the time horizon and the entire quantity is available). See Work flow for automatic allocation of stock (Firm Allocation) processing for more information.
Order source
This field is only displayed if the ORDSRACT (Order source active) function is activated in the Function control file. Displays the order source code denoting from where the order was created.

Shipping info

TOD
Displays the terms of delivery defined for the customer in the Business partner file.
Shipm prep
Note: For sales quotations, this field is not applicable until the quotation is copied to an order. A value in this field might exist, but it is not used for the quotation itself. Indicates whether the sales order will be processed by the Shipment preparation process or not. This value is defaulted from the Sales order type table. This process automatically plans the deliveries to be made according to the scheduled departures (i.e. where and when the goods will be delivered). The program also establishes the content (sales order lines) that will be dispatched along the route.

Ship agent

Pick cons
Indicates if the order can be included in pick consolidations.
Collect req
This field is used for credit sales orders (sales order type for credit has the Update stock on hand field set to YES). Indicates if the goods that are being returned must be collected at your customer’s site. Note: If this field is YES then the sales order lines from the credit sales order will be printed on the route delivery list.

Trpt amount
Indicates if amounts are to be printed on the transport note. The value is retrieved from the Order type table.
To warehouse
Only used for Internal Replenishment Orders. Displays the warehouse that the goods will be delivered to.
Route
Note: For sales quotations, this field is not applicable until the quotation is copied to an order. A value in this field might exist, but it is not used for the quotation itself. Indicates the delivery route that was defined for this sales order. This field is used by the Shipment preparation process to automatically plan the deliveries to be made according to the scheduled departures (i.e. where and when the goods will be delivered). The program also establishes the content (sales order lines) that will be dispatched along the route.

Routes are created in the Work with routes routine and are assigned to sales order lines as follows:

  • Manually: via the Work with sales orders, Delivery address panel, the Route assignment function.
  • Automatically: if a Destination is defined for the customer on the Business partner, Address file panel, then the sales order line is automatically assigned to a matching route.
Destination
Note: For sales quotations, this field is not applicable until the quotation is copied to an order. A value in this field might exist, but it is not used for the quotation itself.The destination code describes the location of your customer’s site and is defined for the customer in the Business partner, Address file. This code is used in Work with routes which is part of the Shipment preparation process. The route plans allow the system to schedule the deliveries made to customers along a given route.
Shipment mrk
Note: For sales quotations, this field is not applicable until the quotation is copied to an order. A value in this field might exist, but it is not used for the quotation itself. This text was added to the shipment marking to describe the item and will be printed on all order documents.

Sales order/Sales quotation/Service order enquiry, Order/Quotation/ header, Additional information 2 (DSR12203)

Related topics

This panel displays fee information for the order/quotation you have selected.

Function keys

For more information about additional functions accessible from this panel,
see Functions in function list.

Text Only displayed if text is defined for the order/quotation header or line. View the text.
Profit View profit margin information for the order/quotation or line. Note: This function cannot be used if a component is displayed and the structure type has the price calculation code set to 1, 3 or 4. If this is the case, then the sales price and cost for the whole structure are added to the parent item which will display the profit.
Lines View all lines for the order/quotation.
Display reporting currency View the amount(s) in system currency and reporting currency. Note: Only displayed if a reporting currency is defined in Work with companies and if it has a fixed exchange rate, i.e. Fixed exchange rate is set to YES in Work with currencies for this currency.
Addresses View the order/quotation addresses.
Jobs This function key is only displayed if DC1 Service is installed and activated and the order is a service order. View the service order jobs.
Customer
Displays your customer’s name and number.
Order value/Quote value
Displays the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines/quotation lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, this field will display the last 10 digits of the amount.

Order number/Quote number
Displays the order number/quotation number and any version.
Credit limit
Indicates your customer’s credit limit. This amount is established in the Credit limit field of the Business partner file, A/R basic data panel.
Balance
Indicates your customer’s total sales order/quotation balance (in system currency).

Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

+ A/R – A/P balance

+ Invoiced not transf

+ Open orders

–  Received payments

= Total balance

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Total weight
Displays the total gross weight for the items on the order in system unit (i.e. the unit that was defined in the Unit for weight field in the DIS control file). The gross weight for an item is retrieved from the Gross weight field in the Items, Units file and includes the weight for any connected package type (i.e. that which holds the weight per package). This total weight is preliminary and could be changed during pick list confirmation.

Fees

Freight
If the FREICALC (Freight fee calculation) function is activated in the Function control file, a freight fee could be automatically calculated by the system depending on how the system was set up, (i.e. based on the weight of the goods or a fee per package regardless of the weight), and retrieved to this field.

Automatically calculated/retrieved:
During sales order line entry, any automatically calculated freight fee will be retrieved and is considered a preliminary freight fee. This is denoted with an asterisk (*) to the right of the fee amount and is based on the current order value. The preliminary freight fee will be displayed in this field as well as on the Order settlements panel if the following is true:

  • The user did not manually enter a freight fee in the equivalent field in the maintenance program (or change an automatically retrieved preliminary freight fee)
  • The order header status is below 40.

Freight fee calculation for the real fee is performed at pick list confirmation.

Manually entered or changed:

If the user manually entered a freight fee in the equivalent field in the maintenance program or changed an automatically retrieved preliminary freight fee, this will be denoted in the Man frei fee field, which will automatically be set to YES. No freight fee calculation for the real fee will be performed at pick list confirmation. This fee can also be defined when confirming the pick list.

For back order lines:

If the FREICALC (Freight fee calculation) function is activated in the Function control file, and the order generates back orders in the system, the value in the Fee limit back order field (in the DIS control file, or overridden in the Customer file) determines if an additional freight fee calculation will take place for back order lines. The system could have been set up to prevent an additional freight fee calculation for back order lines during pick list confirmation.

When a pick list is confirmed and the order includes previously invoiced order lines (i.e. any other line on the order has status 60), the total weight for confirmed lines is compared to the value in the Fee limit back order field. The result is as follows:

  • If the Fee limit back order field does not contain any value in any of the above-mentioned locations a freight fee calculation will be performed for all back order lines.
  • If a value is defined in the Fee limit back order field in any of the above-mentioned locations the freight fee calculation will only take place if the total weight of the remaining order lines is greater than this value.

During any freight fee calculation, the system will search for a freight fee that could be based on a freight fee per package or weight limit. If found, that freight fee will be added to any additional invoice containing the back order lines.

Man frei fee
This manual freight fee field will automatically be set to YES if the user manually added or changed an automatically retrieved preliminary freight fee in the equivalent Freight field in the maintenance program. No freight fee calculation for the real fee will be performed at pick list confirmation.
VAT freight
Displays the VAT handling code of the freight amount.
Insurance
A value is only displayed in this field if additional insurance charges were specified. If a back-order is generated from this order the insurance fee will only be added to the first invoice that is sent to your customer. This field displays the insurance fee.
Calc insur
Indicates if insurance fees should be automatically calculated when invoices are printed. The value in the Insurance % field is used in the calculation according to the following formula:

(Insurance % * total of the order lines) / 100
VAT insur
Displays the VAT handling code of the insurance amount.
Insurance %
Displays the percentage used by the Calc insur parameter to calculate the insurance fee. This value is used to automatically calculate the insurance when invoices are printed. The insurance value is calculated on the invoices as follows:

(Insurance % * total of the order lines) / 100
Postage
A value is only displayed in this field if additional postage charges were specified. If a back-order is generated from this order the postage fee will only be added to the first invoice that is sent to your customer. This field displays the postage fee.
VAT postage
Displays the VAT handling code of the postage amount.
Admin fee
An administration fee can be created by the system OR entered by the user. This field could, therefore, display a preliminary fee (an asterisk is displayed to the right of the amount) or a manually entered one. In both cases, the second Admin fee field on this panel must be set to YES. Any preliminary fee is based on the actual order value and could also be displayed on the Order summary panel and Sales order enquiry. See About working with sales order fees for more information.
Admin fee
This field can only be set to YES in the maintenance program if:

  • the Administration fee field is set to YES in the Sales order type table

    and

  • the Customer file indicates that an administration fee can be applied later on to the order (for example at pick list confirmation or during invoicing if a pick list is not printed).

For more information see About working with sales order fees.

VAT admin
Displays the VAT handling code of the administration fee.
Invoice fee
An invoice fee can be created by the system OR entered by the user. This field could, therefore, display a preliminary fee (an asterisk is displayed to the right of the amount) or a manually entered one. In both cases, the second Invoice fee field on this panel must be set to YES. Any preliminary fee is based on the actual order value and could also be displayed on the Order summary panel and the Sales order enquiry. For more information see About working with sales order fees.
Invoice fee
This value can only be set to YES in the maintenance program, if:

  • the Invoice fee field is set to YES in the Sales order type table

    and

  • if the Customer file indicates that an invoice fee can be added later on to the order (for example during pick list confirmation or at invoicing if a pick list is not printed). For more information see About working with sales order fees.
VAT invoice
Displays the VAT handling code of the invoice fee.
Surcharge
Indicates if surcharges are to be processed for this order. The system defaults this value from the Sales order type.

Sales order/Sales quotation/Service order enquiry, Order/Quotation header, Additional information 3 (DSR12204)

Related topics

This panel displays Invoicing information as well as other Miscellaneous information for the order/quotation you have selected.

Function keys

For more information about additional functions accessible from this panel,
see Functions in function list.

Text Only displayed if text is defined for the order/quotation header or line. View the text.
Profit View profit margin information for the order/quotation or line. Note: This function cannot be used if a component is displayed and the structure type has the price calculation code set to 1, 3 or 4. If this is the case, then the sales price and cost for the whole structure are added to the parent item which will display the profit.
Lines View all lines for the order/quotation.
Display reporting currency View the amount(s) in system currency and reporting currency. Note: Only displayed if a reporting currency is defined in Work with companies and if it has a fixed exchange rate, i.e. Fixed exchange rate is set to YES in Work with currencies for this currency.
Addresses View the order/quotation addresses.
Jobs This function key is only displayed if DC1 Service is installed and activated and the order is a service order. View the service order jobs.
Customer
Displays your customer’s name and number.
Order value/Quote value
Displays the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines/quotation lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, this field will display the last 10 digits of the amount.

Order number/Quote number
Displays the order number/quotation number and any version.
Credit limit
Indicates your customer’s credit limit. This amount is established in the Credit limit field of the Business partner file, A/R basic data panel.
Balance
Indicates your customer’s total sales order/quotation balance (in system currency).

Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

+ A/R – A/P balance

+ Invoiced not transf

+ Open orders

–  Received payments

= Total balance

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Invoicing info

Debtor
Displays the business partner that was defined as the Debtor on the sales order.
VAT reg no
This field is only displayed if the EU reporting function is activated. Displays the VAT registration number that will be transferred to the A/R together with the invoice.
TOP
Displays the terms of payment code and its description.
Document tpe
Displays the document type of the invoice for the selected order. The document type is connected to the document number series for the invoice related document. See About number series handling for invoice related documents for more information.
Inv ref
The invoice reference is used in DC1 Financials to link an invoice to a credit note or vice versa. The reference is not validated against the Invoice file in DC1 Financials until it is transferred to DC1 Financials.
Credit days
Indicates the number of credit days allowed. The invoice must be paid after that time period has elapsed.
Value date
This field is only displayed if the VALUDATE (Value date) function is activated in the Function control file. If you require an invoice due date for this sales order that is not handled by the customer’s regular terms of payment, this field displays the value date. All terms of payment conditions/incentives that may be set up for the customer are still applied, but the value date will be used as the basis when calculating the invoice due date for this sales order. The Invoice enquiry header will display the Invoice/value date, i.e. the invoice date and the value date.
A/R settlement
This field is only displayed if DC1 Financials is activated and the order is of type credit. Indicates if the selected order will be used to settle the referenced invoice.
Bank SO curr
This field is only displayed if DC1 Division Management is activated. Shows the bank to be used when the invoice is paid in sales order currency.
Bank sys cur
This field is only displayed if DC1 Division Management is activated. Shows the bank to be used when the invoice is paid in sales system currency.
Inv copies
Indicates the number of additional invoice copies that should be printed.
Hold invoice
Indicates if orders should be held from invoicing. If YES, the order will be held until the code is changed, or until it is manually released via the Release orders held for invoicing program. Note: If the Prf del hold field is set to YES this field will also be set to YES.
Merge inv
Indicates, via the applicable panel value code, if the customer wishes to receive one invoice per delivery (i.e. normal invoice); or whether the invoices (if there are many) should be merged into one invoice at invoicing; or merged into one invoice at invoicing with a summary page printed as the last page of the merged invoice outlining a summary of each order. Note: If you select specific order numbers on the batch print then individual invoices will be printed per order. A merged invoice will not be created. The same applies for direct printed invoices.
Periodic inv
Indicates if the customer should be invoiced periodically. Note: If you select specific order numbers on the batch print of an invoice, periodic invoicing will not be performed.
Inv calendar
Displays the Calendar ID code, (if any), defaulted from the Customer file for the customer. It can be changed or entered in Work with sales orders if the order status is less than 45. The code (originally defined in the Calendar IDs table) holds the days when invoices for a customer shall be generated. This functionality is an another method of generating invoices periodically, with the difference that a specific day per week or month can be defined, compared to the day interval defined in Invoice frequency field in the Customer file. Only one of the methods (Invoice frequency or Invoice calendar) can be defined per customer.

Miscellaneous

Order hold
Indicates if the order is being held.
Held lines
Indicates if any lines in this sales order are held.
Prf del hold
This field is set to YES if the Proof of del hold field in the Customer file and Order type table is set to YES. Otherwise this field will be set to NO. If set to YES, the Hold invoice field is also set to YES. The hold due to proof of delivery is an added security measure allowing the customer to approve and sign for the reception of goods before being invoiced. If this field is set to YES, the invoice can only be released for processing in the Release orders held for invoicing program.
Maintain by
Displays the workstation id of the employee that is currently working with this order in the Maintain order program.
Order prior
In the event of a shortage in stock the deliveries can be dispatched via the Work with sales order allocation routine according to their priority. By using priority codes special and individual treatment can also be provided to customers in terms of delivery service. The code indicates the order priority and is defined in the Order priority table.
Back ord pri
In the event of a shortage in stock the back order deliveries can be dispatched via the Work with sales order allocation routine according to their priority. The code indicates the back-order priority and is defined in the Order priority table.
Text code
The text associated with this code in the Standard text table will be displayed/printed on the documents that are associated with the order.
Division
This field is only displayed if the DC1 Division Management application is activated. Displays the division assigned to the order.
Cost centre
This field is only displayed if the cost centre handling function is activated. The cost centre handling function is only used for external orders. Indicates the cost centre assigned to the order.
Ord property
This field is only displayed if the Order property functionality is activated in the DIS control file. Displays a code from Work with order properties. Note: You can, at any time, access Work with order properties to view or change the code configuration. Any changes will dynamically affect all orders to which the code is assigned. See Setting up the order property functionality for more information.

Sales order/Sales quotation/Service order enquiry, Order/Quotation header, Additional information 4 (DSR12205)

Related topics

This panel displays the FAX, MDC, Currency clause information and Inventory contract information for the order/quotation you have selected. The information for currency clause is only displayed if the CURRCLAU (Currency clause handling) function is activated in the Function control file. The information for Inventory contract is only displayed if DC1 Contract Managed Inventory (CMI) is activated and is only applicable for sales orders. Likewise, the MDC and Project information is also only applicable for sales orders.

Function keys

For more information about additional functions accessible from this panel,
see Functions in function list.

Text Only displayed if text is defined for the order/quotation header or line. View the text.
Profit View profit margin information for the order/quotation or line. Note: This function cannot be used if a component is displayed and the structure type has the price calculation code set to 1, 3 or 4. If this is the case, then the sales price and cost for the whole structure are added to the parent item which will display the profit.
Lines View all lines for the order/quotation.
Display reporting currency View the amount(s) in system currency and reporting currency. Note: Only displayed if a reporting currency is defined in Work with companies and if it has a fixed exchange rate, i.e. Fixed exchange rate is set to YES in Work with currencies for this currency.
Addresses View the order/quotation addresses.
Jobs This function key is only displayed if DC1 Service is installed and activated and the order is a service order. View the service order jobs.
Customer
Displays your customer’s name and number.
Order value/Quote value
Displays the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines/quotation lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, this field will display the last 10 digits of the amount.

Order number/Quote number
Displays the order number/quotation number and any version.
Credit limit
Indicates your customer’s credit limit. This amount is established in the Credit limit field of the Business partner file, A/R basic data panel.
Balance
Indicates your customer’s total sales order/quotation balance (in system currency).

Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

+ A/R – A/P balance

+ Invoiced not transf

+ Open orders

–  Received payments

= Total balance

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Fax info

Fax order conf
Indicates if the order confirmation/quotation should be sent by fax to the customer.
Paper copy
Indicates if an order confirmation/quotation should be printed.
Fax number
A value is displayed in this field if the Fax order conf field is set to YES. The fax number is defined in the Fax/phone number file.
Fax invoice
Indicates if the invoice should be sent by fax to the customer.
Paper copy
Indicates if the invoice should be printed.
Fax number
A value is displayed in this field if the Fax order conf field is set to YES. The fax number is defined in the Fax/phone number file.
Hold doc o c

Hold doc inv
Indicates if orders should be held from being invoiced.

MDC info

To company
This field is not applicable for sales quotations. This is an MDC field and will only be displayed to the MDC supplying company that is viewing an MDC order. MDC orders are automatically generated upon the reception of MDC purchase orders, sent by the MDC demanding company via the DI (data interchange) file. Displays the name of the MDC demanding company that sent the MDC purchase order.
Suppl dem co
This field is not applicable for sales quotations. This is an MDC field and will only be displayed to the MDC supplying company that is viewing an MDC order. MDC orders are automatically generated upon the reception of MDC purchase orders, sent by the MDC demanding company via the DI (data interchange) file.

Indicates the MDC supplier number that is connected to the MDC demanding company’s purchase order. It is defined by the MDC demanding company in their MDC company control file (ASGD1401) and used for transferring information to the MDC supplying company.

Cust dem co
This field is not applicable for sales quotations. This is an MDC field and will only be displayed to the MDC supplying company that is viewing an MDC order. MDC orders are automatically generated upon the reception of MDC purchase orders, sent by the MDC demanding company via the DI file.

Displays the end customer that will receive the items from the MDC supplying company. It is the customer the MDC demanding company sold the goods to, and corresponds to the order that generated the MDC purchase order the MDC supplying company received.

Project info

Project
Only displayed if DC1 Manufacturing and DC1 Project are installed and activated. This field is not applicable for sales quotations. Displays the project number.
Phase
Only displayed if DC1 Manufacturing and DC1 Project are installed and activated. This field is not applicable for sales quotations. The phase id indicates the project to which the order line belongs.
Cost code
Only displayed if DC1 Project is installed and activated. This field is not applicable for sales quotations. Indicates one, or two, code/s from the Project cost codes table defining the cost codes to which this sales order is connected. The cost codes are a part of the project id, together with Project and Phase and are used to total up cost price and reported values on the project.

Currency clause

Curr clause
Prt curr cl

Inventory contract

This information is only displayed if DC1 Contract Managed Inventory (CMI) is activated, and is only applicable for sales orders. See About consuming goods from Contract Managed Inventory (CMI) for links to specific instructions per inventory contract type.

Type
Displays the inventory contract type and description to which the sales order is connected.
Contract
Displays the inventory contract ID to which the sales order is connected.

Sales quotation enquiry, Quotation header, Main information 1 (DSR12207)

Related topics

This panel displays main information for the quotation, which includes, for example: sales quotation type, expiry date, number of open, printed, won, lost, copied lines to an order or contract, and deleted lines.

Function keys

For more information about additional functions accessible from this panel, see Functions in function list.

Profit Access the Sales quotation profit enquiry, Quotation header information panel to view the profit margin information for the quotation.
Addresses Access the Addresses panel.
Lines Access the Complete quotation panel to view the lines for the quotation.
Lost sales Access the Lost sales panel to view any lost sales for the quotation.
Hold information Access the Held sales quotation information, All reasons panel to view the reasons for a held quotation.
Order settlements Access the Order settlements panel where you can view a summary of all amounts and fees for a sales quotation.
Discounts Access the Header discounts panel where you can view header discounts (i.e. discounts from sales pricing methods of type H or of type O).

Customer
Displays the customer number and description.
Quote val
Indicates the total value of the quotation lines, after deduction of quotation header discount, and including VAT (if applicable). Free-of-charge quotation lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Order type
Displays the order type used on the quotation.
Quote number
Displays the quotation number.
Credit limit
Indicates the debtor’s credit limit (in system currency).
Balance
Indicates your customer’s total quotation balance (in system currency). Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

+ A/R – A/P balance

+ Invoiced not transf

+ Open orders

–  Received payments

= Total balance

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Definitions

Type
Displays the sales quotation type.

The following panel values can be displayed:

Type Description
1 The quotation normally results in a sales order when the quotation is accepted.
2 The quotation normally results in a contract.
3 This quotation type is used to identify a service quotation and can only be specified if DC1 Service is installed and activated.
Expiry date
Displays the expiry date for the sales quotation.
Contract base
If this quotation is a type 2 (contract) sales quotation, this field displays the contract base which specifies whether the sales price quoted on the contract is strictly for the quantity of goods sold, time (service) or both.

Valid codes are:

Code Description
B Both quantity and time
T Time
Q Quantity
From date
If the quotation is type 2, displays the starting date from when the contract is valid.
To date
If the quotation is type 2, displays the ending date of the contract.

Number of lines

Open
This field, which is automatically updated by the system, displays the number of open quotation lines, i.e. quotation lines in status 10.
Printed
This field, which is automatically updated by the system, displays the number of printed quotation lines, i.e. quotation lines in status 20.
Lost
This field, which is automatically updated by the system, displays the number of lost quotation lines, i.e. quotation lines in status 90.
Won
This field, which is automatically updated by the system, displays the number of won quotation lines, i.e. quotation lines in status 30.
Copied to ord/contr
This field, which is automatically updated by the system, displays the number of copied quotation lines (to order or contract), i.e. quotation lines in status 60.
Deleted
This field, which is automatically updated by the system, displays the number of deleted quotation lines.