Help On Sales Order

This page helps you to search and select a sale order for transferring the details to the field where it is required.

You can search by specifying the code of the customer who has raised the sale order or by specifying the code of the customer to whom the goods are to be shipped or invoices are to be sent. You can also search by specifying a range for the purchase order number or sale order number, specifying the address id to which the goods are to be shipped. You can also search by specifying the code identifying the item and variant. Based on the search criteria specified, the system retrieves the corresponding details in the multiline. The selected sale order number is transferred to the required page when it is confirmed.

Click the lens icon positioned next to the “Sale Order No.” Field.

The “Help On Sales Order” page appears.

Enter the following fields in the “Search Criteria” group box to search for the sale order:

Order From Customer	The code identifying the customer who has placed the sale order (Alphanumeric, 18).
Ship To Customer	The code identifying the customer to whom the goods must be shipped (Alphanumeric, 18). You can enter the code in full or specify it partially by using the “*” character. The system retrieves all the ship to customers that are similar to the value entered in this field.
Bill To Customer	The code identifying the bill to customer to whom the invoices are to be sent (Alphanumeric, 18). You can enter the code in full or specify it partially by using the “*” character. The system retrieves all the bill to customer codes that have similar value entered in this field.
Po No. From	The starting number in the range of purchase order numbers for which the details are to be retrieved (Alphanumeric, 18). You can also enter the number in full or specify it partially using the “*” character. The system lists all the purchase order numbers that are greater than or equal to the value entered here. If this field is left blank and the “To” field is entered, then the system retrieves the purchase orders starting from the first order number till the order number specified in the “To” field.
PO No. To	The ending number in the range of purchase order numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the purchase order numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “PO No. From” field.
Pay To Supplier Code	A code identifying the supplier who receives the amount for the shipped goods (Alphanumeric, 16).
PO Date From	The starting date in the range of PO dates from which the details are to be retrieved.(Date format).
PO Date To	The ending date in the range of PO dates until which the details are to be retrieved.(Date format).
Ship To Id.	The address of the location at which the goods must be delivered (Alphanumeric, 18). You can enter the number in full or specify it partially by using the “*” character. The system retrieves all the ship to ids that are similar to the value entered in this field.
SO No. From	The starting number in the range of sale order numbers for which the details are to be retrieved (Alphanumeric, 18). You can also enter the number in full or specify it partially using the “*” character. The system lists all the sale order numbers that are greater than or equal to the value entered here. If this field is left blank and the “To” field is entered, then the system retrieves the orders starting from the first order number till the order number specified in the “To” field.
SO No. To	The ending number in the range of sale order numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the sale order numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Order No. From” field.
SO Date From	The starting date in the range of SO dates from which the details are to be retrieved.(Date format).
SO Date To	The ending date in the range of SO dates until which the details are to be retrieved.(Date format).
Item Code	The code identifying the item (Alphanumeric, 32). You can enter the code in full or specify it partially by using the “*” character. The system retrieves all the item codes that are similar to the value entered in this field.
Variant Code	The code identifying the variant (Alphanumeric, 8). You can enter the code in full or specify it partially by using the “*” character. The system retrieves all the variant codes that are similar to the value entered in this field.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following in the “Search Results” multiline based on the search criteria entered:

Sale Order No.	The number identifying sale order.
Order From Customer	The code identifying the customer who has placed the sale order.
Bill To Customer	The code identifying the bill to customer to whom invoices are to be sent.
PO No.	The number identifying the customer purchase order.
Supplier Code	The code identifying the supplier.

Check the box in the “Select” column of the multiline to select the sale order number.
Click the “OK” pushbutton.