Material Sales - Sales Order Entry

Overview

Pgm: MS_SALES_ORDER_ENTRY – Sales Order Entry; standard Treeview path: Material Sales > Sales Order > Sales Order Entry

The Sales Order Entry screen may be used to enter or edit a sales order whether that sales order is entered manually, imported, or copied from a quotation.

Selection Criteria

Company

Enter the company code for the sales order type.

Sales Order

Sales Order

Enter the sales order code and description.

Type

Select the customer type. This is a business partner. To create an external sales order, set the Type field to “External – Customer”. For internal sales order, the Type field should be set to “Internal – Job”.

Customer/Job

Enter the customer code.

Customer Job/Job PO #

Enter the customer job number if it’s to be associated with the sales order. This is a free-form text which is customer defined.

Billing Address

If there is an alternate address to be used for billing, select it from the LOV. The LOV will show the additional addresses associated with the customer.

Terms

Select the payment terms for this customer. This will default from the customer’s payment terms defined in AR.

Job Owner

Enter the name of the job owner.

Job Location

Enter the job location. This is usually a job site.

City

Enter the city of the job location.

Origin

Enter the origin. The origin is usually the material production site, such as a plant or quarry, but it may be a job site. The origin is not a mandatory field as it may not be known at the time the sales order is entered.

Destination

Enter the destination. This field defaults from the job location. The destination is usually a job site but the sales order may be issued for hauling from a job to a dump, etc.

Contact

Enter the contact.

Opportunity Code

This LOV lists the opportunities for the customer denoted in the sales order. Any opportunity selected is used for informational purposes only.

Start Date

Enter the start date of the sales order.

Expiry Date

Enter the expiry date of the sales order.

[Print] – Button

Use the [Print] button to print the sales order currently on the screen.

[Copy Sales Order] – Button

A sales order can be copied to another quotation by clicking the [Copy Sales Order] button. A prompt is displayed for the new sales order code. Once the new code is entered, a new sales order is created with the same data as the sales order from which it was copied.

[Notes] – Button

Notes may be entered using the [Notes] button on the Block Toolbar for information regarding the whole sales order or may be entered in the detail block on a line by line basis. Notes are for internal use and will not print on the sales order.

[Text Codes] – Button

The [Text Codes] button will display a pop-up window allowing the entry and description of three text codes. This information will print in the header of the sales order.

[Setup Contract Pricing] – Button

This button opens a pop-up window and allows users to enter values specific to a contract, which will be defaulted into a detail line when created. Users can override the values as required. During ticket entry, the values set in the contract pricing will set the rules to calculate some of the values such as trucker pay discount percent.