Create Referenced Sale Order – A Summary of the activity

This activity allows you to create referenced sale order. The referenced sale order is similar to that of sale order except that in reference sale order you can trace out the link with the source document. Only authorized quotations and contracts can be selected as a source document. While creating a referenced sale order, the trice and the shipping details pertaining to the referenced sale order can also be recorded.

For example: In case if a referenced sale order is created based on an authorized quotation as source document, any changes made to the quotation document will be reflected in the reference document also. When a sale order is authorized and released with quotation as source document, then changes cannot be done to that source document in case of referenced sale order.

This activity also provides you to add the schedule details for the items to be shipped, the attribute details pertaining to each line item, the shipping details, TCD (Tax Charge Discount) details for each line item, the TCD details for the whole document, the item details that are to be billed and held based on the customer’s request, the details of the promotions for the ordered items, the contribution details of a salesperson or sales team, the Tax details and important textual information related to sale order. This page facilitates you to view the finance details, selling restriction details, detailed customer address, summary of the sale order, details of the substitute items available for the item code, additional details of the model.

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