DELETE-Create SO

Create Sale Order – A Summary of the activity

This activity allows you to create a sale order. Sale Order is a record of customer’s requirement at any point of time. It is prepared based on the customer’s requirement. Four types of sale order can be created in this activity namely “Normal”, “Consignment”, “Template’, “Certificate On Delivery”. You can also specify the details of the customer who has placed the order, the price details of the items specified in the sale order and the details of the items specified by the customer.

This activity also allows 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. You can also specify the promotion details for each line item and for the document as a whole, the contribution details of a salesperson or sales team, the Tax details, the finance 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.

Getting familiar with the pages inside

Go to page…	For…
Create Sale Order	Creating Sale Order.
Specify Schedule	Specifying Schedule Details for each Line Item.
Specify Attributes Details	Specifying Attributes Details for each Line Item.
Specify Shipping Details	Specifying Shipping Details.
Specify TCD By Item	Specifying Tax / Charges / Discounts for each Line Item.
Specify TCD By Document	Specifying Tax/Charges / Discounts for Sale Order.
Specify Bill & Hold	Specifying Bill and Hold Details for the Sale Order.
Specify Promotion Items	Specifying Promotional Items Details.
Specify Sale Persons Contribution	Specifying Salesperson Contribution Details.
Customer Supplied Items	Specifying Customer Supplied Item Details.
Attach Notes	Specifying Notes.
Specify Financial Details	Specifying Financial Details.
Additional Model Details	Specifying Additional Model Details.
Tax Calculation - Summary	Summarizing Tax Details.
View Selling Restrictions	Viewing Selling Restrictions Posed For Item/Customer/Delivery Area.
View Customer Address Details	Viewing Customer Address Details.
Sale Order Summary	Viewing Summary of the Sale Order.
View Substitute Items	Viewing Substitute Items Details.
Edit Sale Order	Modifying the sale order
Authorize Sale Order	Authorizing the sale order
View Sale Order	Viewing the sale order
Specify Export Order Details	Specifying export order details

Create Sale Order

This page allows you to create a sale order which records the details of the order placed by the customer. Tell me more

Select the “Create Sale Order ” link under the “Normal Sale Order“ business component.

The “Create Sale Order” page appears.

The system displays the following field:

Order Status	The status of the sale order. The system displays any one of the following statuses. The system displays “Null” by default on launch of the page. The options available are:
	Fresh – indicates a newly created sale order when all the mandatory fields are entered and submitted.
	Draft/ LOI – indicates a sale order status as “Draft” when any one of the mandatory fields is not entered. The status of the sale order is flagged to “LOI” if the customer needs to specify any crucial information regarding the sale order that is created.
	Authorized – indicates a sale order that is authorized.
	Under Amendment – indicates a sale order that is under amendment. Only an authorized sale order can be under amended. The status of the sale order is set to “Under Amendment” until it is authorized.
	Hold – indicates a sale order that is put to hold.
	Closed – the sale order status when the pack slip is in “Shipped” status.
	Short Closed – indicates a sale order that is short closed and no further processing of the sale order details is allowed.
	Deleted – indicates a sale order that is deleted. The sale order with “Fresh", "LOI" or “Draft” status can only be deleted. The deleted sale orders can be viewed.
Order Exempt	To indicate if the sale order is exempted. It can be either “Yes” or “No”.

Enter the following field details:

Order No.	The unique number identifying the sale order (Alphanumeric, 18) Mandatory. The order number is provided with a suffix and prefix. If the field is not entered manually, then the system generates the order number automatically on successful submission of all the mandatory fields in the page. The system ensures that the order number should not contain spaces and special characters excepting Hyphen ('-'). If numbering series is “Manual”, then the system checks for the existence of the order number.
Numbering Series	Use the drop-down list box to select the prefix and suffix for the sale order number that is created Mandatory. The values are populated from the “Numbering Class” business component.
Order Date	The date on which the sale order was created (Date Format) Mandatory. The system date is displayed by default on launch of the page. Order date can be equal to or greater than or less than the system date. The system checks if the order date is within the financial year.
Sale Order Type	Use the drop-down list box to select the type of sale order Mandatory. You can select from “Normal”, “Consignment”, “Certificate On Delivery” or “Template”. The options are:
	Normal – indicates a type of sale order that is created based on the purchase order or the requirement of the customer.
	Consignment – indicates a type of sale order in which the ordered items will be supplied to the customer. The billing for the goods will be made only after the customer consumes the goods Invoicing for such sale order type is restricted till the receipt of consumption report.
	Certificate On Delivery – indicates a type of sale order in which the invoicing for the ordered goods will be done only after the delivery of goods.
	Template – indicates a type of sale order in which the sale order is created to store the order as a template file, so that it can be used as a future source document.
Folder	Use the drop-down list box to select the folder of the sale order Mandatory. The values are populated from the “Category” business component.

Note: The purpose of the folder field is known only while taking reports. In case, if consolidated report based on the folder is required, then by selecting the appropriate folder option from the folder drop-down list box the report can be generated.

Order Priority

Use the drop-down list box to select the priority code attached to servicing of the sale order. You can select from “1”, “2”, “3”, “4” or “5”. The system displays “5” by default on launch of the page. Based on the priority selected the sale order is shipped.

Enter the following details in the “Source Doc. Details” group box:

Source Doc.	Use the drop-down list box to select the source document from which the details are to be copied to the respective fields. You can select from “"Quotation”, “Template”, “Sale Order” or "None".
Doc. No.	The number identifying the source document (Alphanumeric, 18). The system ensures that this field is not left blank. The system checks for the validity of the document number for the selected document type .
	Help facility available.

Click the “Copy Doc. Details” pushbutton to populate the details of the source document selected to the respective fields.

The system retrieves the details of the selected document if the document number is valid.

Enter the following fields in the “Customer Details” group box:

Customer Code	The code identifying the customer (Alphanumeric, 18) Mandatory. The system checks for the validity of the customer code.
	Help facility available.

The system displays the following field:

Customer Name	The name of the customer.
	Zoom facility available.

Enter the following fields:

Sale Type	Use the drop-down list box to select the type of sale. The values will be populated from “Category” business component.
Customer Address Id.	Use the drop-down list box to select the address id of the customer who has placed the order Mandatory. If the customer is valid and if the status is set to “Active”, then the system loads all the address ids for valid customer code.
Bill To Customer Code	Use the drop-down list box to select the code identifying the customer to whom the invoices are to be sent Mandatory. If the customer is valid , then the system loads all the bill to customer codes for valid customer code. The system displays the default value specified in the “Customer” business component.
Bill To Address Id.	Use the drop-down list box to select the bill -to customer to whom the invoices are to be sent Mandatory. The system retrieves the address ids of all the bill-to customer code.
	Press <Enter> key.
	For the selected bill-to customer code, the system retrieves all the bill-to address ids.
Currency	Use the drop-down list box to select the currency applicable to the sale order Mandatory. The valid values are populated from the “Organization Setup” business component. The system displays the “Base Currency” by default on launch of the page.
Exchange Rate	The exchange rate applicable to the sale order currency (Integer).
Pay Term Code	The code identifying the pay terms applicable to the sale order (Alphanumeric, 18) Mandatory. The system checks for the validity of the pay term code entered from “Pay Term” business component.
	Help facility available.
Sales Channel	Use the drop-down list box to select the sales channel. All the sales channel that have been defined in the “Category” business component will be available for selection in the alphabetical order.
Zero Item Rate	Use the drop-down list box to indicate if zero item rate is allowed or not. You can select from either “Yes” or “No”. If the Zero Rate Flag value is “Yes”, the value "0" can be entered in the rate column on any data row. If set to “No”, the total item price and rate cannot be zero.
Ship Partial	Use the drop-down list box to indicate whether partial shipment of goods is allowed or not. You can select from either “Yes” or “No”. The system displays “Yes” by default on launch of the page. If ship partial is set to “No”, then all the line items must be dispatched in one lot.
Customer PO No.	The number identifying the purchase order of the customer (Alphanumeric, 18). The system ensures that if this field is not left blank then the customer PO date also should not be left blank.
Customer PO Date	The date on which the customer has prepared the purchase order (Date Format). The system ensures that if this field is not left blank then the customer purchase order number also should not be left blank.
Contact Person	The name of the contact person (Alphanumeric, 45). The person recommended by the customer to be contacted.
	Zoom facility available.
Receipt Method	Use the drop-down list box to select the mode in which the receipt of the sale order is to be done. You can select from “Regular”, “ESR”, “ESR +”, “LSV” or “Specific Bank”. The system displays “Regular” by default on launch of the page.
Preferred Carrier	The code identifying the carrier that is preferred for transportation of goods from the shipping point to the delivery area (Alphanumeric, 20). The system checks for the validity of the entered carrier.
LOI	The check box is selected if the customer has to specify some crucial information regarding the sale order that is being created. The system flags the status of the selected sale order to “LOI” (Letter Of Intent”).
Advance	The advance amount paid by the customer (Integer).

Enter the following field in the “Price Constituents” group box:

Price	Select this check box to run the pricing engine.
Taxes	Select this check box to include the tax imposed on the item for calculating the total price of the item.
Discount	Select this check box to include the discounts that are allowed for items for calculating the total price of the item.
Charges	Select this check box to include the charges applicable on items to enable them to dispatch\ ship \ deliver the same.
Promotions	Select this check box to include the promotions that are given irrespective of the item or their quantity. All the deals defined on document basis are also applicable for items specified in the sale order. The promotions are of three types namely price deal, discount deal and free goods.

Note: The system selects all the check box by default on launch of the page.

Enter the following details in the “Default Information” group box:

Required Date	The date on which the customer requires the item at his/her location (Date Format). The system ensures that the required date should not be less than sale order date.
Promised Date	The date on which the goods are promised to be delivered to the customer (Date Format). The system ensures that the promised date should not be less than order date.
Pricing Date	The pricing effective date for defaulting price list(s) (Date Format). It is taking into consideration this date that the “Pricing” business component uses this as an input to default a price. This system ensures that this field cannot be left blank.
Shipping Point	Use the drop-down list box to select the point from where the goods are shipped to the delivery area specified by the customer. The system loads with all permitted Organization Unit in the drop-down list box. The system displays the “Login Organization Unit” by default on launch of the page.
Warehouse Code	Use the drop-down list box to select a code identifying the shipping location warehouse at which the specified quantity of the item is available. The system loads all the valid Warehouses for the default shipping point selected from the “Storage Administration” business component. This field cannot be left blank if the item specified in the sale order is stockable. If it is left blank, the system retrieves the standard warehouse for the item-variant code and shipping point.
Transportation Mode	Use the drop-down list box to select the mode of transportation for the ordered goods. All the values that are defined in the “Category” business component will be available for selection in alphabetical order. The system checks for the existence of the combination of carrier and shipment mode if this field is not left blank.
Ship To Customer Code	Use the drop-down list box to select the code identifying the customer to whom the items must be shipped. If the customer is valid , then the system loads all the ship to customer codes for valid customer code.
Ship To Address Id.	Use the drop-down list box to select the address of the location at which the items must be delivered. The system checks for the validity of the ship-to address id against the ship-to customer from “Customer” business component.
Processing Action	Use the drop-down list box to specify the processing action to be carried out for the line item in the sale order. You can select from “Make”, “Buy” or “Drop ship”. The system displays “Make” by default on launch of the page.
Usage For CC	Use the drop-down list box to select the usage for CC to identifying the cost center associated with the sale order. The values are loaded from the “Cost Centre Rule Definition” business component.
Sales Person Code	The code identifying the salesperson (Alphanumeric, 6). The system checks for its validity.
	Press <Enter> key.
	The system retrieves the first, middle and last name of the salesperson. The three names are joined and populated if the salesperson code is valid.

The system displays the following field:

Sales Person Name

The name of the salesperson.

The system displays the following fields in the “Order Details” group box:

Order Basic Value	The order basic value is calculated as a sum (total item price) excluding VAT and TCD.
Order Total Value	The order total value is calculated based on the order basic value, VAT and TCD.

The formula for calculating the Order Total Value is as follows:

Order Total Value = (Order Basic Value + Total Tax + Total Vat + Total Charge)- Total Discount.

Total VAT	Sum of the VAT of all items in the sale order for a particular customer. The system populates the exclusive vat amount to this field.
Total Tax	Sum of all the taxes charged for all the items in the sale order.
Total Charge	Sum of charges for all the order line items.
Total Discount	Sum of all discounts offered or all the items in the sale order including the promotion discounts.

Enter the following fields in the “Item Details” Multiline:

Customer Item Code	The customer code identifying the item (Alphanumeric, 32). A customer item code is mapped to an item code in the “Customer” business component. This code is different from the item code defined in the “Item Administration“ business component. The system checks for the validity of the customer item code.
	Press <Enter> key.
	The system retrieves item code, variant code, item variant description and the UOM code.
Item Code	The code identifying the line item in the sale order (Alphanumeric, 32) Mandatory. The system checks for the existence of the item code and also checks if it is valid for the shipping point. It also checks if it has variants.
	Press <Enter> key.
	The system retrieves item type, processing action and the description if no variant is defined for the item.
	Help facility available.
Variant Code	The code identifying the item variant (Alphanumeric, 8) Mandatory. The system checks for the validity of the variant code for the item code entered. If an Item has been defined in the “Item Administration” business component without a variant then an item where ever it’s used will not have a item variant.
	Press <Enter> key.
	The system retrieves Item variant description, UOM and processing action based on the item and variant code entered.

Note: The system checks for the existence of the item-variant combination at the shipping point from the “Item Administration” business component. If the item type is “Model”, “Kit” or “Service” then this validation need not be considered.

Enter the following field:

UOM	The unit of measurement of the item specified in the sale order (Alphanumeric, 15) Mandatory. The system checks for the validity of the UOM.
	Help facility available.
Qty.	The quantity of the item ordered in the sale order (Integer) Mandatory. This field cannot contain zero. The system ensures that if the item type is “Model” or “Kit”, then the quantity cannot contain decimal values.
	Help facility available.

Note: If the schedule type is set to “Staggered”, then the system checks if the total quantity specified in the main page is equal to the sum of the individual schedule line items.

Price List No.	The number identifying the price list (Alphanumeric, 10). The system checks if the price list number is left blank. If left blank, the system populates the number from the "Pricelist / Rules Mapping" business component.
Rate	The unit rate of the ordered item (Integer). If the zero item rate is set to “No” then the rate cannot be null. If the rate is entered manually in each data row, then system skips the price search for that data row. However the search engine retrieves the TCD code (if applicable and not entered in the same).

The system displays the following detail:

Total Item Price

The sum of (Rate*Item Qty), item tax, item charge, item discount, apportioned document level TCD and vat exclusive for an item.

Enter the following field details:

Required Date

The date on which the customer requires the item at his/her location (Date Format).

Note: If this field is left blank, then the system populates the default value specified in the header to this field.

Promised Date

The date on which the goods are promised to be delivered to the customer (Date Format).

Note: If this field is left blank, then the system populates the default value specified in the header to this field.

The system displays the following details based on the “ATP run”:

ATP

The “Availability To Promise” information indicates the availability of stock based on the available date to meet the ordered quantity. It can be either “Null” or “OK”. The system runs the ATP at warehouse level. If the free stock available in the selected warehouse is less than the line item quantity, the system displays the ATP status as “Null”. If the free stock quantity is greater than the line item quantity, the system displays “OK”.

Earliest Available Date

The date on which the entire quantity of item ordered would be available for issue. The system displays the EAD on which the full line item quantity will be available in the selected warehouse in a single lot.

Enter the following fields:

Processing Action

Use the drop-down list box to specify the processing action to be carried out for the Line item in the sale order. You can select from “Make”, “Buy”, “Drop Ship” or “Null”. The system displays “Null” by default on launch of the page. The processing action is set to “Make” for the item types "Sundry", "Model", "Kit" or "Service".

Note: If this field is left blank, then the system populates the default value specified in the header to this field. The system displays an error message if the sale order type is set to "Consignment" and processing action type is set to "Drop ship”.

Usage For CC	Use the drop-down list box to select the usage for CC to identifyhe cost center associated with the sale order. The values are populated from “Cost Centre Rule Definition” business component. The system displays “Null” by default on launch of the page. The system checks for the validity of the entered usage for cc for the cost center value.
Sale Purpose	Use the drop-down list box to select the reason for the sale purpose of the item specified in the sale order Mandatory. The values are populated from the “Category” business component and will be available for selection in the alphabetical order.

The system displays the following detail:

Promotion Type

The promotions that are allowed for items specified in the sale order. It can be Price deal, Discount deal by item, Discount deal by document, Free deal by item or Free deal by document.

Enter the following details:

Schedule Type	Use the drop-down list box to select the type of schedule in which the goods are to be shipped. You can select from “Single” or “Staggered”. The system displays “Single” by default on launch of the page.
Ship To Customer Code	The code identifying the customer to whom the items must be shipped (Alphanumeric, 18) Mandatory. The system checks for the validity of the ship-to customer for the customer code entered from the “Customer” business component.
	Help facility available.

Note: If this field is left blank, then the system populates the default value specified in the header to this field.

Ship To Address Id.	The address of the location at which the items must be delivered (Alphanumeric, 40) Mandatory. The system checks for the validity of the ship-to address id for the entered ship-to customer from the “Customer” business component.
	Help facility available.

Note: If this field is left blank, then the system populates the default value specified in the header to this field.

INCO Place	This is a reference pace for "Inco Term" (Alphanumeric, 16). The “Inco Term” is commercial terms used for freight. The “Inco” refers to the “International Commercial Terms”. The system checks for the validity of the inco place for the ship-to address id and transportation mode from the “Customer” business component.
	Press <Enter> key.
	The system retrieves the inco place for a valid ship to address id and transportation mode from the “Customer” business component.
Shipping Point	Use the drop-down list box to select the point from where the goods are shipped to the delivery area specified by the customer Mandatory. The system displays “Null” by default on launch of the page.

Note: If any of the data row is null, then the system populates the default value specified in the header to this field.

Warehouse Code	The code identifying the shipping location warehouse (Alphanumeric, 10) Mandatory.
	Help facility available.

Note: If any of the data row is null, then the system populates the default value specified in the header to this field.

Ship Partial	Use the drop-down list box to indicate if partial shipment of goods is allowed or not. You can select from either “Yes” or “No”. The system displays “No” by default on launch of the page. If this field is set to “No’, then the goods specified in the sale order should be dispatched in a single lot.
Transportation Mode	Use the drop-down list box to select the mode of transportation for the ordered goods. The values are populated from the “Category” business component. The system displays “Null” by default on launch of the page.

Note: If this field is left blank, then the system populates the default value specified in the header to this field.

To Ship Date

The date on which the finished goods are to be shipped from the shipping point to the delivery area (Date Format). The to ship date depends on the promised date and transportation time. To ship Date cannot be greater than the promised date.

Note: The transportation time is based on four fields namely transportation mode, preferred carrier, shipping point and ship to address Id. Delivery Area is mapped to ship to id which acts as an input for the “Carrier” business component along with shipping point, preferred carrier and transportation mode.

Available Date	The date on which an item will be available for issue from inventory (Date Format). This is also the date when a firm demand will be posted into disposition. The date depends on the to ship date and packing time. Available date cannot be greater than promised date and to ship date. Available date is calculated as a difference of to ship date and packing time.
Pricing Date	The pricing date for defaulting price list(s) (Date Format).

Note: If this field is left blank, then the system populates the default value specified in the header to this field.

The system displays the following field in the multiline:

Item Variant Desc.

The description of the item variant.

Enter the following details:

Stock Status

Use the drop-down list box to select the status of the stock. The values are populated from the “Stock Status Definition" business component based on the transaction type.

The system displays the following field:

Item Type

The type of item. It can be “Item“, “Model”, “Kit “or “Service”.

Enter the following detail:

Sales Person Code

The code identifying the salesperson (Alphanumeric, 6).

The system displays the following field:

Sales Person Name

The name of the salesperson.

Enter the following detail:

Consume Against Forecast

Use the drop-down list box to specify whether the sale of line Item is consumed against forecast or not. You can select from “Yes” or “No”. The system displays “Yes” by default on launch of the page.

Click the “Get Item Details” pushbutton to retrieve the details of the item code entered.
Click the “Compute Dates” pushbutton to evaluate the dates based on the promised date entered.

For each data row, the system retrieves packing time. The transportation time is retrieved from “Carrier” business component for the preferred carrier. If the To ship date field is left blank, the system calculates the To Ship date as a difference of promised date and transportation time.

Click the “Compute Price And Get ATP” pushbutton calculates the item price and evaluates the stock availability.

The output expected out of the price search is the rate (excluding any TCD’s, VAT), TCD Codes and the promotion Id’s.

The system checks if any attribute has been mapped to each line item. If a mapping exists, it will be used by the pricing engine as an input for searching the price.

Click the “Create Sale Order” pushbutton to create a sale order.

If the schedule type is set to “Staggered”, then on submission of all the details in this page, the status is updated to “Fresh” and in the schedule page you can specify the further lines ensuring that the total quantity in this page is equal to the order line quantity.

The system checks for the validity of the customer item code. If the customer item code is not valid and if the item code is left blank, the system updates the status to “Draft”.

The status of the document is updated to “Fresh” if all the mandatory information is specified. The authorization of the newly created sale order gets authorized if the system parameter Authorize Sale Order on Order creation is set to “Yes”.

The system retrieves the following VAT information: Vatable Charge= Total Vatable Charge for the Sale Order, Non Vatable Charge= Total Non-Vatable Charge for the Sale Order, Doc level Discount, Default Vat Category, Default Vat Class, Vat Inclusive Flag, Total Vat Exclusive Amount, Total Vat Amount, Total Vat Inclusive Amount. The retrieved information is saved for the Sale Order

The system updates "Created by" with login user id and "Created date" with the system date.

To proceed, carry out the following

Select the “Specify Schedule” link at the bottom of the page to specify the schedule details if the schedule type is changed from “Single” to “Staggered”, schedule created automatically with the order line information. The schedule page launches with the order line information displayed in the multiline.
Select the “Specify Attributes” link at the bottom of the page to specify Attribute details.
Select the “Specify Shipping Details” link at the bottom of the page to specify shipping details.
Select the “Specify TCD by Item” link at the bottom of the page to specify TCD details for each item line.
Select the “Specify TCD by Document” link at the bottom of the page to specify TCD details by document.
Select the “Specify Bill & Hold” link at the bottom of the page to specify bill and hold details.
Select the “Specify Promotion Items” link at the bottom of the page to specify the details of the promotion Items.
Select the “Specify Sale Persons Contribution” link at the bottom of the page to specify the salespersons’ contribution.
Select the “Specify Customer Supplied Items” link at the bottom of the page to specify the Item details supplied by the Customer.
Select the “Attach Notes” link at the bottom of the page to attach notes.
Select the “Specify Finance Details” link at the bottom of the page to view the Finance details.
Select the “Specify Additional Model Details” link at the bottom of the page to specify additional details pertaining to Model.
Select the “Tax Calculation - Summary” link at the bottom of the page to specify Tax details.
Select the “View Selling Restrictions” link at the bottom of the page to view selling restrictions details.
Select the “View Customer Address Details” link at the bottom of the page to view customer address details.
Select the “View Order Summary” link at the bottom of the page to view the summary of the Sale Order created.
Select the ”View Substitute Items” link at the bottom of the page to view substitute item details.
Select the “Edit Sale Order” link at the bottom of the page to edit the sale order.
Select the “Authorize Sale Order” link at the bottom of the page to authorize the sale order.
Select the “View Sale Order" link at the bottom of the page to view the sale order.
Select the “Specify Export Order Details” link at the bottom of the page to specify the export order details of the sale order.

The system displays the following:

Created By	The login user ID of the person who has created the sale order. The system displays the “Login User” by default on launch of the page.
Created Date	The date on which the sale order was created. The system populates the "System Date” by default on launch of the page.

Create Sale Order - An Overview

The sale order number is generated automatically or entered manually with the corresponding prefix and suffix selected from the numbering series. Four different type of sale order can be created. The sale order can be created with or without a reference document. The reference document for sale order can be a “Sale Order”, “Quotation” or “Template”. If the sale order is prepared based on a source document, the system retrieves and displays the corresponding source document details in the respective fields.

In case if the sale order is created with out a reference document, you need to specify the details related to the customer for whom the sale order is being prepared namely the address id of the customer, currency in which the payment is to be made, the exchange rate for that currency, the information regarding the shipment of the goods specified by the customer, the carrier that is preferred for the transportation of the goods. You can also select the details regarding the price constituents of the sale order. If some of the field details to be entered in the multiline are to be repeated for all the data rows, in that case you can specify those details in the default information group box. So in case, if any field details are left blank in the multiline, the system populates the value specified in this group box to the multiline.

The details regarding the tax, charges and discounts are calculated and displayed in this page. The item code is entered manually if known or selected from the help facility available. For the selected item code, the details are populated to the respective fields in the multiline. Depending on the promised date, the to Ship date and available date are evaluated. The salesperson details can also be captured in this page.

Based on the warehouse selected, the system retrieves and displays the stock availability in that warehouse taking into consideration the stock on hand. Based on the result of the ATP, the “Earliest Available Date” on which the stocks are available is displayed in the multiline. If all the mandatory fields are specified in this page, the system updates the status of this document to “Fresh”. The status is updated to “Draft” if any one of the mandatory information is not specified. The system flags the status to “LOI”, if any crucial information regarding the sale order is to be specified by the customer.

Prerequisites

Mandatory

The numbering type should be defined the “Numbering Class” business component.
The customer details should be defined in the “Create Customer” activity of the “Customer” business component.
The currency and shipping point should be defined in “Organization Enterprise Model” business component .
The pay term should be defined in the “Create Pay Term” activity of the “Pay Term” business component.
The sales channel and sales purpose should be defined in the “Create Category Type” activity of the “Category” business component.
The item details should be defined in the “Item Administration” business component.
The UOM should be defined in the “UOM Administration” business component.
The warehouse should be defined in the “Create Storage Information” activity of the “Storage Administration” business component.

Conditionally Mandatory

The salesperson code should be defined in the “Create Sales Person” activity of the “Sales Person” business component.
The sale type should be defined in the “Create Category Type” activity of the “Category” business component.
The price constituents details should be defined in the “Pricing” business components.
The sales account should be defined for the sales parameter in the “Account Rule Definition” business component.
The analysis and subanalysis code should be defined in the “Account Based Budget” business component.
The model item should be configured in the “Model Configurator” business component .