Menu Path: None
To use Sales Contract Sales Order Creation, click the Create Sales Order button in the ribbon in Sales Contract Maintenance.
Create sales orders for sales contracts.
Use Sales Contract Sales Order Creation to create a sales order for specific products, product styles, or sales contract stages associated with a sales contract.
Button |
Description |
Exit |
Click this button to close the Sales Contract Sales Order Creation window. |
OK |
Click this button to create a sales order for the selected criteria. |
Field or Button |
Description |
Enter a customer code for created sales orders, or click the Lookup button to select a customer code. If the sales contract is for a single customer, this field displays the customer code. |
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Enter a customer name for created sales orders, or click the Lookup button to select a customer name. If the sales contract is for a single customer, this field displays the customer name. |
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Enter a customer purchase order number for created sales orders. This defaults to the customer purchase order number for the sales contract (if one is entered). |
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Enter the shipping location prefix or name for the physical location from where the products on the order(s) will ship, or click the Lookup buttons to select a location prefix or name. This defaults from the shipping location for your user ID entered in User Extended Options, or if the Use Customer Location for option is Both or Shipping in Accounts Receivable Control Maintenance, from the selected customer ship-to address or the customer. For more information on locations, see Sales Location / Shipping Location. |
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Enter the sales location prefix or name, or click the Lookup buttons to select the sales location prefix or name. The sales location is used for sales analysis and pricing. This defaults from the sales location for your user ID entered in User Extended Options, or if the Use Customer Location for option is Both or Sales in Accounts Receivable Control Maintenance, from the selected customer ship-to address or the customer. For information on locations, see Sales Location / Shipping Location. |
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Enter the order class of the order, or click the Lookup button to select an order class. A default order class can be assigned by user or by customer. For more information, see Order Class Default FAQ. |
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Enter an order date for created sales orders, or click the drop-down arrow to select an order date. This defaults to the current date. |
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Enter a required date for created sales orders, or click the drop-down arrow to select a required date. This defaults to the current date. |
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Select whether to enter products, products by style, or stages for the sales orders. |
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This grid displays products for which you can create a sales order for the sales contract. Enter the product information for the sales order. This grid is only available if the Product radio button is selected. |
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Enter a product style code for which to create a sales order, or click the Lookup button to select a product style code. This field is only available if you select the Style radio button. |
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Enter a product style name for which to create a sales order, or click the Lookup button to select a product style name. This field is only available if you select the Style radio button. |
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This grid displays products for the selected style for which you can create a sales order for the sales contract. Enter the product information for the sales order. This grid is only available if you select the Style radio button. |
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This grid displays stages for the sales contract for which you can create a sales order. This grid is only available if you select the Stage radio button. |
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Click this button to add the selected stage in the Available Stages grid to the Selected Stages grid. This button is only available if you select the Stage radio button. |
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Click this button to remove the selected stage from the Selected Stages grid. This button is only available if you select the Stage radio button. |
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This grid displays stages for the sales contract for which you are creating sales orders. This grid is only available if you select the Stage radio button. |
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This field displays the total quantity of all products for the sales order. |
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This field displays the total monetary amount of all products for the sales order. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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