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  11. Sales order entry

Sales order entry

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There are several options to simplify the procedure. These include:

  • Enter one manually
  • Copy an existing sales order. You use this function when you, for example, repeatedly sell the same items to the same customer.
  • Create order lines using normal line entry, where you register order lines one at a time, or use Fast entry where you can quickly add/maintain several order lines at the same time.
  • Create order lines for items managed by inventory contracts. See About consuming goods from Contract Managed Inventory (CMI).
  • Enter order lines for items that belong to an item matrix. Rather than registering order lines one by one for items that belong to an item matrix during order line entry, the item matrix panel, which holds the matrix items, can be accessed. The available quantity is displayed for each matrix item. You simply enter the applicable quantities for the items required from this one panel and click OK to register the lines in one go.
  • Enter order lines using an order structure. You use this function when you sell an item that consists of several components. You set up all attributes for the components (i.e. pricing, statistical update, etc.) in advance and connect the components to the parent item. At sales order entry you enter only the parent item.
  • Enter a sales order line for an item not currently in stock. You use this function when you, for example, want to sell an item which you know you can purchase, but is not registered in the Item file. This function expedites the entry of sales order lines, without having to first spend time putting up the new item in the Item file.

As you work your way through the different stages in the sales order cycle, the system automatically assigns status codes for both order lines and order header. You can easily view this information, through the Sales order enquiry.

The status codes are:

Status Description
10 The order line has been entered into the system and is ready for printing on order confirmation.
18 The order line has been entered into the system with a dispatch date later than today’s date, and will be printed on a direct printed pick list.
20 The order line is ready for printing on a pick list.
30 The pick list has been printed for this line and is ready for pick list confirmation.
40 The order line is ready for printing on a transport note.
45 The line is ready to be invoiced.
60 The invoice has been printed for this line.

The order header always has the same status as the highest status you can find for any order line below 60. When the order header = 60, all order lines also = 60. (Status 00 in the order header means no order lines have been entered for the order).

The price for the item on the order line can be entered manually or automatically retrieved by the system. (See About working with pricing on a sales order and View sales pricing information for more information).

How the customer’s delivery requirements are met depends on how the system was setup. Several alternatives are available. See About item sourcing during sales order entry for information.

Enquiries and printouts

  • Sales order enquiry to view all orders entered into the system and the delivery date of the order. Tip: Enter your Handler id to view the status of your orders. If you enter both your Handler id and Status, you can view just your orders with a particular status.
  • Warehouse balance enquiry to view the stock on hand for the warehouse from which the goods will be delivered.
  • Time axis enquiry to view:
    • the actual stock on hand for the item and warehouse used on the order
    • the available item quantity
    • the dispatch date, item quantity and available quantity, per order (for those both inside and outside the planning time).
  • Sales order printout
  • Time axis printout

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