DELETE-Edit SO

Edit Sale Order – A Summary of the activity

This activity allows you to search and select a sale order for modifying its details. Only those sale order that are in the “Draft”, “Fresh”, “LOI” or “Returned” status can be modified. The result of the search process is populated in the multiline. Single sale order can only be selected for modification from the multiline.

You can also delete the selected sale order. This activity also allows you to delete many sale orders at the same time. The status of the sale order is updated to “Deleted”. These sale orders can only be viewed.

This activity also permits you to modify schedule details for the items to be shipped, the attribute details pertaining to each line item, the shipping details, additional model details pertaining to sale order, the TCD details for each line item, the TCD details for the whole document, the Tax details, the details of the items that are to be billed and held, the details of the promotions for the ordered items, the sale person contribution details, the finance details, and to modify important textual information related to sale order.

This activity also enables you to view the substitute item details, selling restriction details, summary of the sale order and customer address details.

Getting familiar with the pages inside

Go to page…	For…
Select Sale Order	Selecting Sale Order.
Edit Sale Order	Modifying Sale Order.
Specify Schedule Details	Specifying Schedule Details for each Line Item.
Specify Attributes Details	Specifying Attributes 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 Document.
Attach Notes	Attaching Notes.
Specify Bill & Hold	Specifying Bill and Hold Details.
Specify Promotion Items	Specifying Promotion Items Details.
Specify Sale Persons Contribution	Specifying Salesperson Contribution Details.
Customer Supplied Items	Specifying Customer Supplied Item Details.
View Financial Details	Specifying Finance Details.
Additional Model Details	Specifying Additional Model Details.
Tax Calculation - Summary	Specifying Tax Details.
View Substitute Items	Viewing Substitute Item Details.
View Selling Restrictions	Viewing Selling Restriction posed Item/Customer/Delivery Area.
View Customer Address Details	Viewing Customer Address Details.
View Sale Order Summary	Viewing Sale Order Summary.
Authorize Sale Order	Authorizing Sale Order
View Sale Order	Viewing Sale Order
View Substitute Items	Viewing Substitute Items Details.

Select Sale Order

This page allows you to select sale order for which the details are to be modified or deleted. Tell me more

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

The “Select Sale Order” page appears.

Enter the following field:

Doc. No.

The unique number identifying sale order (Alphanumeric, 18).

Enter the following details in the “Search Criteria” group box:

Customer Name Based Search	This check box is selected if the search process is done based on the customer name. In this case the customer code can be left blank.
Doc. Status	Use the drop-down list box to select the status of the sale order. You can select from “Draft”, “Letter Of Intent”, “Fresh” or “Returned”. The system displays “Draft” by default on launch of the page.
Customer Name	The name of the customer (Alphanumeric, 40).
	Zoom facility available.
Customer Code	The code identifying the customer (Alphanumeric, 18).
Customer Address Id.	The address ID of the customer who has placed the sale order (Alphanumeric, 6).
Doc. Date From	The starting date in the range of dates from which the sale order details must be retrieved (Date Format). The value entered in this field must be less than or equal to the system date. The system date is displayed by default on launch of the page.
Doc. Date To	The ending date in the range of dates from which the sale order details must be retrieved (Date Format). The value entered in this field must be greater than or equal to the value entered in the “Document Date From” field.
Sales Channel	The sales channel to which the sale is attributed (Alphanumeric, 6). The values are populated from “Category” business component in alphabetical order.
Doc. 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 documents starting from the first sale order number till the sale order number specified in the “To” field.
Doc. 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 “Document No. From” field.
Currency	The currency applicable to the sale order (Alphanumeric, 5).
Bill To Customer Code	The code identifying the customer to whom the invoices are to be sent (Alphanumeric, 18).
Bill To Address Id.	The address id of customer to whom the invoices are to be sent (Alphanumeric, 6).
Shipping Point	The point from where the goods are shipped to the delivery area specified by the customer (Alphanumeric, 16). The system loads with all permitted organization unit in the drop-down list box. The system displays “Login Organization Unit” by default value on launch of the page.
Ship To Customer Code	The code identifying customer to whom the item is to be shipped (Alphanumeric, 18).
Ship To Address Id.	The address of the location at which the items must be delivered (Alphanumeric, 40).
City	The name of the city in which the customer resides (Alphanumeric, 40).
State	The name of the state in which the customer is located (Alphanumeric, 40).
Zip Code	The zip code applicable to the address (Alphanumeric, 20).
Country	The name of the country to which the state belongs (Alphanumeric, 40).
Sales Person Name	The name of the salesperson (Alphanumeric, 60).
	Zoom facility available.
Sales Person Code	The code identifying the salesperson (Alphanumeric, 6). The system checks for the validity of the salesperson code if it is specified from “Sales Person” business component.
Sales Team Desc.	The description of the sales team (Alphanumeric, 60).
	Zoom facility available.
Sales Team Code	The code identifying the sales team (Alphanumeric, 6).

Click the “Search” pushbutton to retrieve the sale order details.

The system displays the following details based on the result of the “Search Criteria” group box in the “Search Results” multiline:

Doc. Type	The type of sale order. It can be “Normal”, “Consignment”, “Template” or “Certificate on Delivery”.
Doc. No.	The unique number identifying the sale order.
	Data hyperlink.
Doc. Status	The status of the sale order. It can be “Draft”, “Letter Of Intent”, “Fresh” or “Returned”.
Currency	The currency applicable to the sale order.
Customer Code	The code identifying the customer.
Customer Address Id.	The address ID of the customer who has placed the sale order.
Bill To Customer Code	The code identifying the customer to whom the invoices are sent.
Bill To Address Id.	The address id of the customer to whom the invoices are sent.
Ship To Customer Code	The code of the customer to whom the item is to be shipped.
Ship To Address Id.	The number identifying the customer address to which the items are to be shipped.
Shipping Point	The point from where the goods are shipped to the delivery area specified by the customer.
Sales Person Name	The name of the salesperson.
Sales Team Desc.	The description of the sales team.

Check the box in the “Select” column of the multiline to select the sale order number.
Click the “Delete Sale Order” pushbutton to delete the selected sale order.

The selected rows are deleted and the status is updated to “Deleted”.

To proceed, carry out the following

Click the “Edit Sale Order” link at the top of the page to modify the selected sale order.

Select Sale Order – An Overview

If the document number that identifies the sale order is known, it can be entered or else you can carry out a search based on the status of the sale order, the name of the customer, the code identifying the customer. You can also specify the code identifying the address id of the customer or by specifying a range for the document number. You can also specify the channel to which the salesperson is attached to or by specifying a range for the date on which the sale order was created. You can also specify the currency, the code identifying the bill-to customer or address id, the point from where the goods are to be shipped. You can also specify the code identifying the ship-to customer or address id, the city, state, zip code or country. You can also specify the salesperson code or description or sales team code or description. Only those sale orders that are in “Fresh” or “Draft”, “LOI” or “Returned” status are retrieved for modification.

This page also allows you to search and select the sale order(s) for deletion. You can delete sale orders that are in the “Draft” or “Fresh”, “LOI” or “Returned” status. The status of all the deleted sale order is updated to “Deleted”. The deleted files can only be viewed and cannot be used any longer. The system stores the login user ID and the system date along with the modified details.

Edit Sale Order

This page allows you to modify the details of the selected sale order that is in “Draft”, “Fresh”, “LOI” or “Returned” status. All the details except the sale order number can be changed. Modifications to the source document, customer, item, order and price constituents details is allowed. The price of the ordered item can be calculated in this page. The ATP information indicates the availability of stock on the promised date, to meet the ordered quantity. It also checks for the stock availability, taking into consideration, the stock on date. Based on the result of the ATP, the “ATP” status and the ATP quantity and earliest available date are displayed in the multiline. Based on the item code selected, the item details are populated to the respective fields. Depending on the promised date, the to ship date and available date are evaluated.

Select the “Edit Sale Order” link at the top of “Select Sale Order” page.

The “Edit Sale Order” page appears.

The system displays the following field:

Order Status

The status of the sale order. It can be “Draft”, “Fresh”, “Letter Of Intent” or “Returned”.

Modify the following details, if required:

Order No.

The unique number identifying the sale order (Alphanumeric, 18) Mandatory. The system checks for the validity of the order number if it is not left blank. The system retrieves the corresponding details of the order number and populates in the appropriate field in the page. The order number should not contain spaces and special characters excepting Hypen ('-').

The system displays the following field:

Numbering Series

The prefix and suffix for the sale order number. The numbering series that are related to sale order are retrieved from the “Numbering Class” business component.

Modify the following details, if required:

Order Date	The date on which the sale order was created (Date Format) Mandatory. The system checks if the specified order date is within calendar.
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”.
Folder	Use the drop-down list box to select the classification of the sale order Mandatory. The values are populated from the “Category” business component.
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.

Modify the following details in the “Source Doc. Details” group box, if required:

Source Doc.	Use the drop-down list box to select the source document. You can select from “Quotation”, “Template”, “Sale Order”, "None" or "Contract". The system ensures that this field is not left blank.
Doc. No.	The number identifying the source document (Alphanumeric, 18).
	Help facility available.

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

The system checks if the document number is valid for the document type selected and for the organization unit value selected. If it is valid, then it retrieves document details and populates in the appropriate field.

The system retrieves details of the order number entered.

Modify the following fields in the “Customer Details” group box, if required:

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.

Modify the following details, if required:

Sale Type	Use the drop-down list box to select the type of sale to be performed. You can select from “Internal”, “External” or “Domestic”. The values will be populated from “Category” business component. The sale type should always be “Internal” for Infra Business unit and Infra company sale order.
Customer Address Id.	Use the drop-down list box to select the address ID of the customer who has placed the sale order Mandatory. If customer is valid and the status is “Active”, then the system loads customer address ID with all valid values for the 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.
Bill To Address Id.	Use the drop-down list box to select the address ID of the customer to whom the invoices are to be sent Mandatory. Based on the bill-to customer code selected, the system loads the bill-to address ID in the drop-down list box.
Currency	Use the drop-down list box to select the currency applicable to the sale order Mandatory. The system loads with valid values from “Currency” business component.
Exchange Rate	The exchange rate applicable to the sale order currency (Integer). The system retrieves the base currency.
Pay Term Code	The code identifying the pay terms applicable to the sale order (Alphanumeric, 15) Mandatory. The system checks for the validity of the pay term code specified from “Pay term” business component.
	Help facility available.
Sales Channel	Use the drop-down list box to select the sales channel to which the sale is attributed Mandatory. The values are populated from “Category” business component.
Zero Item Rate	Use the drop-down list box to select whether zeroing of item rate is allowed or not. You can select from either “Yes” or “No”.
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”.
Customer PO No.	The number identifying the purchase order of the customer (Alphanumeric, 18). The system ensures that if customer PO date is not null, then the customer PO number also should not be null.
Customer PO Date	The date on which the customer has prepared the purchase order (Date Format). The system ensures that if customer PO number is not null, then the customer PO date also should not be null.
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 made. You can select from “Regular Invoice”, “ESR”, “ESR Plus”, ”LSV” or “Specific Bank”.
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).

Modify the following field in the “Price Constituents” group box, if required

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.

Modify the following details in the “Default Information” group box, if required:

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 order date.
Promised Date	The promised date of delivery of items to the customer (Date Format). The date committed by the seller to the customer. The date accepted by the customer also.
Pricing Date	The pricing effective date for defaulting price lists (Date Format).
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 initializes with those shipping points with only those values to which the login organization unit has been mapped from “Organization Setup” business component.
Warehouse Code	Use the drop-down list box to select the 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 organization unit selected from the “Storage Administration” business component.

Note: If Item is a stockable item, warehouse cannot be left blank. If Item is stockable and warehouse is left blank for any data row, then the system retrieves the standard warehouse for the item-variant code and shipping organization unit.

Transportation Mode	Use the drop-down list box to select the mode of transportation for the ordered goods. The values are dynamically populated from the “Category” business component.
Ship To Customer Code	Use the drop-down list box to select the code of the customer to whom the item is to be shipped.
	Press <Enter> key.
	The system loads valid values of ship-to address ID from “Customer “ business component.
Ship To Address Id.	Use the drop-down list box to select a number identifying the customer address to which the items are to be shipped.
Processing Action	Use the drop-down list box to specify the action to be carried out for the line item in the sale order. You can select from “Make”, “Buy” or “Drop ship”.
Usage For CC	Use the drop-down list box to select the code 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 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).
Order Total Value	The order total value is calculated based on the order basic value.

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 charged for all the items in the sale order including the promotion discounts.

Modify the following fields in the “Item Details” multiline, if required:

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 “Inventory“ business component. The system checks for the validity of the customer item code and also ensure that this field is not left blank.
	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.
	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.
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 “Multiple”, then the system checks if the total quantity on the main page is equal to the sum of 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 "Pricing" 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, and vat exclusive for an item.

Modify the following details, if required:

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 enough stock based on the promised 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.

Modify the following details, if required:

Processing Action

Use the drop-down list box to specify the 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 code identifying the 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 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.

Modify the following details, if required:

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. It also checks for the existence of the ship-to address id. If it exists, the system retrieves the delivery area value from the “Delivery Area” business component.

Help facility available.

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

INCO Place	This refers to the place from where the "Inco Term" is applicable. The “Inco Term” is commercial terms used for freight. The “Inco” refers to the “International Commercial Terms”. The system retrieves Inco place for a valid Ship-to Address ID and Transportation mode from “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 at which the specified quantity of the item is available (Alphanumeric, 10) Mandatory. The system retrieves standard warehouse for shipping organization unit and item-variant code combination.
	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.

Note: If the Flag is set to "No", then for a Single Schedule, the entire line item quantity must be shipped in one lot. In case of Multiple Schedule, the entire Schedule Line Quantity must be shipped in single lot. This rule will be applicable only if the Header Level Ship Partial Flag is set to "Yes". If the Header Level Ship Partial is set to "No" and the multiline Ship Partial flag is set to "Yes", an error message will be displayed.

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. Ship-to address ID act as an input to the “Delivery Area” Component and the services in the delivery area business component will provide with a delivery area as output that 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. It should not be left blank. Available date is calculated as a difference of to ship date and packing time. This field cannot be left blank.

Pricing Date

The pricing effective date for defaulting price list(s) (Date Format). Pricing date is defined here only.

Note: If this field is null, 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.

Modify the following details, if required:

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 “, “Sundry” or “Service”. If Sale Order Type is "Consignment”, the "Item Type” will be "Item" and Stock Status will be "Stockable”. Otherwise an error message is displayed.

Modify the following details, if required:

Sales Person Code

The code identifying the salesperson (Alphanumeric, 6).

The system displays the following field:

Sales Person Name	The name of the salesperson.
Consume Against Forecast	The details pertaining to the number of item that is to be consumed during the sale against the forecasted value. It can be either “Yes” or “No”.

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 from System parameter, and transportation time from “Carrier” business component for the preferred carrier. If the To-ship Date field is Null, calculate To-Ship Date = Promised Date - Transportation Time. If the Available Date field is NULL, calculate Available Date=To-ship date-Packing Date.

If the default company calendar ID is defined in the system parameter, then returns if the To ship date calculated is a holiday or not. If it is holiday, then the date is forwarded by one day and again to check if the new date is also a holiday. The system repeats this till the date is returned as a working day.

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) and TCD Codes.

The system runs ATP at Warehouse Level to display the ATP quantity. If the Free Stock Quantity is lesser than the Line Item Quantity, the ATP status will be Null. If the Free Stock Quantity is greater than the line Item quantity, ATP status is set to "OK".

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

The system parameter is run to start numbering items returned as Free Items on running the Price Engine.

In case if the rate has been manually entered into the data row, it will be used to calculate the final amount. This Rate will override the price fetched by the pricing engine & will be used to calculate any TCDs.

Check the box in the “Select” column of the multiline to select the sale order number.
Click the “Edit Sale Order” pushbutton at the bottom of the page to modify sale order details.

For a Sale Order with status "Fresh" or "Returned", if on any data row, schedule type is "Multiple" but no schedule exists for the data row, the sale order should be saved in the “Draft” status.

Using the Numbering Series, the system generates Order Number. If generated number exists, then the system generates another number till a unique number is generated.

The system updates the Order status to “LOI” if the LOI check box is selected.

If Schedule Type is “Multiple” for any data row in the multiline, then the system updates the Order status to “Draft”. The system checks for the Customer Item Code validity. If it is not valid and if Item Code is also null, update status to “Draft”.

If the sum of the Order Amount and all the open sales orders exceeds the total order limit and if the Credit Limit Action is “Hold”, then a message is displayed to the user and the sale order generated will be in a “Held” status.

In case of Item type “Model”, each Item Code-Variant Code will have a 1:1 relationship to a Model Code - Configuration Number combination. When Item code (type Model) and Variant code is saved to store the Bill of Material. The system defaults the UOM to "Models".

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 stores the system date to the control " Created Date" and the Login User to the control "Created By".

To proceed, carry out the following

Select the “Specify Schedule” link at the bottom of the page to specify the schedule details.
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 “Attach Notes” link at the bottom of the page to attach notes.
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 “Specify Financial Details” link at the bottom of the page to specify 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 “Authorize Sale Order” link at the bottom of the page for authorizing the sale order.
Select the “View Sale Order” link at the bottom of the page to view the sale order details.
Select the ”View Substitute Items” link at the bottom of the page to view substitute item 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.