Sales Order Process Flow
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Sales Order Process Flow

Sales orders are the most common order class. This type of order is designed for regular sales order entry.

To process a sales order:

  1. In Order Entry, enter a sales order.

  1. Enter a customer code or name in the Customer Code or Customer Name field.

  2. Verify/change order entry and customer defaults, such as the shipping and sales location, ship complete, ship backorder complete, freight free, sales representative, payment terms, etc.

  3. Enter a Sales type order class in the Order Class field.

  4. Verify/change the order required date entered in the Required Date field.

  5. Add order notes and/or remarks if necessary using the Notes or Remarks button in the ribbon.

  6. Click the Ship To tab, and verify/change the ship-to address, sales tax, and routing information (routing is for in house fleet delivery systems only).

  7. Click the Bill To tab, and verify/change the bill-to address and credit card information. For information on entering credit card numbers, see Credit Card Number Entry.

  8. Click the Additional Charges tab, and add additional charges if necessary.

  9. Click the Edit Items button in the ribbon. The O/E Line Item Entry window appears.

  10. Enter a product code or customer product code in the Product Code field. If you want to enter an order for a substitute or complementary product, click the Substitute or Complementary button and select the product. These buttons are only available if the entered product has a substitute or complementary product. You can also select a product using an order pad, or selecting from previous orders, or orders for a product.

Note If a product cannot be sold from the shipping location entered on the Main tab in Order Entry, the Error dialog box appears, and informs you that you cannot sell the product from the selected location.

  1. Review the quantity available, quantity allocated, and quantity on order information for the selected product.

  2. Enter the quantity to order in the Quantity field. If you are using express order entry, the line item is added to the Items grid.

  3. If you are not using express order entry, verify/change the unit of measure, price, and price adjustment, then click the Enter button to enter the line item in the Items grid.

If you are using express order entry, the line item appears in the Items grid automatically.

Note If a product is unavailable at the shipping location entered on the Main tab in Order Entry and the Allow Multiple Location Ship from check box is selected in Customer Service Control Maintenance, the Question dialog box appears, and asks you if you want to select a different location. If you click Yes, you can select a location in Location Selection.

  1. If the product is backordered, a promise date can be calculated. For information, see Promise Dates.

  2. Verify all settings in the Items grid. For more information, see O/E Line Item Entry Items Grid Columns.

  3. Add line item additional charges if necessary using the Additional Charges button in the ribbon. For more information, see Additional Charge Entry.

  4. Add notes and/or remarks for a line item if necessary using the Notes or Remarks button in the ribbon.

  5. Repeat substeps j to q for all products for the order.

  6. Click the OK button in the ribbon.

  7. Click the OK button in the ribbon. The order is created. The order status is now Open.

  1. In Pick Demand Create and Print, create and print pick demands for allocated products on the order. The order status is now In Pick. When you perform this step, accounts receivable and accounts receivable discount accounts are resolved for the order.

  2. In Pick Demand Confirm, confirm the pick demand. The order status is now Partially Confirmed if not all ordered products were picked and confirmed or Fully Confirmed if all ordered products were picked and confirmed. You can also use Pick Demand Cancel to return an order to Open status if necessary.

  3. In Confirmed Pick Demand Inventory Adjust, adjust inventory. When you perform this step, all remaining general ledger accounts are resolved for the order. If the accounts resolve correctly, the order status is now Ready to Invoice, and you can skip to step 6.

  4. If general ledger accounts do not resolve correctly, correct the accounts in Pick Demand Account Resolution Update. The order status is Bad Accounts until you correct the accounts.

  5. In Invoice Create and Print, create and print the invoice. You must use a valid open batch and posting period and year.

  6. In Invoice Post, post the invoice to the general ledger. The posting period and year must be the invoice's posting period and year selected in step 6.

For more information, see the following: