DC1 Help Centre 12.0

Related topics

The following describes an ordinary sale, without VAT, to be delivered from the main warehouse. The item in this example is under time axis control.

Select the Work with sales orders menu item.
You access Work with sales orders, Header view. Click Add.
You access Work with sales orders, create new. This is the starting panel for entering a sales order. The following fields are mandatory:

Handler
Customer number
Order type

Note: Both Handler and Order type can be automatically defaulted if these parameters are defined in Work with DC1 user profiles for the user entering the order.

You can fill in the other fields now or later. If you do not complete them now, the system retrieves the information for these fields from various places in the system.

You have two options from which to choose when defining the Order number. You can:

Manually enter an order number that is outside the limits of the series for automatic numbering of sales orders.
Leave the field blank. The system automatically retrieves the number by taking the next valid number in the number series for sales orders.

Click OK.

You access Order lines. You have the following alternatives when adding the items for the order lines:

Enter an item code in the Item/Assortment field or click the window prompt to select the applicable item from the Item file. This is described in the instructions below. Note: If the DC1 Pharma application is activated, along with specific function controls in the Function control file and cross reference items exist, you could search for and select items that are used as alternatives in the pharmaceutical industry. See About alternative item handling in DC1 Pharma for the instructions.
Click the Fast entry function key to access the Fast entry panel where you can quickly add/maintain several order lines at the same time.
Enter a matrix base item code that holds the items in an item matrix in the Item/Assortment field and click OK. See Add/Change sales order lines for items in an item matrix for the instructions.
Book sales order lines from an item assortment. See Book sales order lines from an item assortment for instructions.

For alternative one, complete the following fields:

Item/Assortment: Enter an item code from the Item file.

Quantity: If a Default sales quantity exists for the item/unit on the Units panel in the Item file, and the order type used on the order is set up on the Level keys level in Work with defaults and replacements, this quantity will be retrieved after you enter the Item and Unit and click Ok to create the line. Otherwise, enter the quantity to sell, per selling unit.

The system automatically defaults the values for the following fields:

Whs: The warehouse code is defaulted from the Sourcing policy defined either for the customer in the Business partner/Address file or for the item in the Item file. If the Default whs field on the Order header/Shipping information panel is set to NO, this field is blank. Note: You can manually enter a warehouse at this point. The last entered warehouse for this sales order is defaulted on all sales order lines.

Unit: Optional entry. If you leave the field blank, the system retrieves the default sales unit from the Item file/Inventory information panel.

Dsp date: The dispatch date is the date this order will be shipped from your warehouse. The system automatically assigns today’s date.

Req date: You can enter the requested date, made by the customer, for when the sales order should be dispatched. If you leave this field blank, the dispatch date is defaulted.

Price: If you leave the field blank, the system searches for the valid price (see About working with pricing on a sales order and View sales pricing information for more information). Otherwise, manually enter a price for the sales order line. The price you enter will override any other price parameters defined for the item.

If you want the customer to receive this order line free of charge, set the FOC field to YES.

You can leave all other fields blank.

Click OK to update the sales order line. Note: If there are any errors for the new order line, the system prompts the Order line, main info panel, highlights the errors and displays a message.

Catch weight handling
If the order line is defined with an order type without pick list and it was flagged for Catch weight handling, you will access the Catch weight entry panel where you must enter the catch weight quantity for the order line. The Quantity to add field displays the quantity that must be reported. Multiple catch weights can be entered for one order line, allowing you to have a separate weight for each individual item. All catch weights are then accumulated to be the price unit quantity for the order line and will also be used to re-calculate the order line value. As you report the quantity, the quantity in the Quantity to add decreases and the quantity in the Total actual qty and Total CW quantity fields increases. If a variance limit percentage range was set up for the item/sales unit that is under catch weight handling, and the entered catch weight quantity exceeds the variance range limit that is set up, you will access the Override allowed CW variance panel where you must enter your signature ID and the security code for the signature to accept the exceeding quantity and continue with catch weight entry. When the entire quantity has been reported, click the Confirm catch weight function key to confirm the entered catch weight quantity(ies). A validation will be performed to check that catch weight has been entered for the entire quantity.

You remain on the Order lines panel (or return to this panel after confirming any catch weight quantities), now updated with the entered order line. To add more lines you can repeat the same procedures. To change or add information for existing lines, click on the appropriate option.

Define a specific delivery address for the line
The delivery address for all lines on the order is retrieved from the Business partner file for the customer on the order, and defaulted to the Order addresses panel. If you want a different delivery address for a specific line, click the Delivery address option and enter that applicable. The country for the line specific delivery address must the same country of the delivery address for the order. Note that this option is not available for the following types of orders:

Delivery schedule order
Service order
MDC order in supplying company
Order defined for complete delivery

In addition, you cannot add a line delivery address for a sales order line if the following is true:

The sales order line has status 30 or higher.
The sales order line is a BtB direct line and a connected purchase order has been created.
The warehouse on the sales order line is defined as a WMS warehouse.

Add text lines
Text lines can be defined for both individual lines and for the whole order. In DC1 a general text editor is used in most programs where text can be entered. For detailed information about the Text Editor, see About working with texts in the Text Editor.

The following steps describe how to define text for an individual line.

Select the order line for which you want to define text and click Text.
You access the Edit text panel. Enter the text and then click the Text set function key to define on which documents the text should be printed.
A window is displayed asking if you want to save the text. Leave YES and click OK.
You access Edit text, Sales order line. The text entered is automatically assigned a text set number, shown below the Set column heading. If only one text is defined on an order line, only one text set exists for the line, i.e. text set number 1. Select the applicable text set and click the Documents function key to define on which documents the text should be printed.
You access Edit text outlining the documents on which the text will be printed. Every document is set to YES by default, meaning the text will be printed on all documents (i.e. Order confirmation, Pick list, Transport note, Invoice, etc). Inactivate the documents on which the text should not be printed. Click OK until you return to the Order lines panel.
On the Order lines panel the Txt column will be set to YES denoting that text is defined on the order line.

For text instructions on order level, see step 2 in Change a sales order.

If you want to settle the sales order by using credit card or cheque see Enter a credit card payment and obtain authorisation.

When all order lines are entered, click Close order to exit the order. The order can now be printed. See About sales order confirmation.