DELETE- Authorise SO

Authorize Sale Order – A Summary of the activity

This activity allows you to authorize a selected sale order. You can perform a search process for selecting the sale order for authorization. This page also allows you to modify the details of the selected sale order before authorizing it. Only those sale orders that are in “Fresh”, “Draft”, “LOI” or “Returned” status are populated in the multiline. Multiple sale order can be authorized at the same time.

The details of the selected sale order can be saved before authorizing it. This activity also allows you to return the selected sale order for modification if there are changes to be made. The status of the sale order that is sent back for modification is set to “Returned”.

This activity also facilitates you to modify the schedule details for the items to be shipped, the attribute details pertaining to each line item, the shipping details, TCD details for each line item, 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, salesperson contribution details, the details of the material supplied by the customer for manufacturing an item, the financial details, additional details pertaining to sale order and to modify important textual information related to sale order before authorizing the sale order.

This activity also aids you in viewing the details of the substitute item, selling restriction details, the summary of the sale order, the customer’s address details, the progress status of the sale order and amendment history.

Getting familiar with the pages inside

Go to page…	For…
Select Sale Order	Selecting Sale Order.
Authorize Sale Order	Authorizing Sale Order.
Specify Schedule Details	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 Document.
Attach Notes	Specifying Notes.
Specify Bill & Hold	Specifying Bill and Hold Details.
Specify Promotion Items	Specifying Promotion Items Details for each Line Item.
Specify Sale Persons Contribution	Specifying Salesperson Contribution Details.
Customer Supplied Items	Specifying Customer Supplied Item Details.
Specify Financial Details	Specifying Financial 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 For Item/Customer/Delivery Area.
View Sale Order Summary	Viewing Sale Order Summary.
View Customer Address Details	Viewing Customer Address Details.
View Order Progress Status	Viewing Order Progress Details.
View Amendment History	Viewing Amendment History.
View Sale Order	Viewing Sale Order

Select Sale Order

This page allows you to select a sale order for either authorizing or returning it for modification. 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 customer name, currency, sales channel or by specifying a range for the Document number. You can search by specifying the range for the date on which the sale order was created, the bill-to or ship-to address ID, document status. You can even search by specifying the address details, the salesperson or sales team code. Only those sale orders that are in “Fresh” or “Draft”, “LOI” or “Returned” status are retrieved in the multiline for authorization. The status of the sale order(s) on authorization is updated to “Authorized”.

This page also allows you to search and mark sale orders for returning it for modification. You can return the sale orders that are in the “Draft” or “Fresh”, “LOI” or “Returned” status. The status of all the returned sale order is updated to “Returned”.

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

The “Select Sale Order” page appears.

Enter the following field:

Doc. No.

The number identifying the sale order.

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. This field cannot be left blank.
Doc. Status	Use the drop-down list box to select the status of the sale order. You can select from “Draft”, “LOI”, “Fresh” or “Returned”. The system displays “Fresh” 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). The system ensures that this field is not left blank and also checks for its validity from the “Customer” business component.
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 salesperson is attributed (Alphanumeric, 6). The values are populated from “Category” business component and are arranged 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 sale orders 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 the customer to whom the invoices are to be sent (Alphanumeric, 6).
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. It displays “Login Organization Unit” by default on launch of the page.
Ship To Customer Code	The code of the customer to whom the item is to be shipped (Alphanumeric, 18).
Ship To Address Id.	The number identifying the customer address to which the items are to be shipped (Alphanumeric, 6). The system checks if the specified ship-to address is valid for the ship-to customer from “Customer” business component.
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 if specified from the “Salesperson” 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 the document. It can be “Normal”, “Consignment”, “Template” or “Certificate on Delivery”. If the type of sale order is “Template”, then it cannot be authorized.
Doc. No.	The number identifying the sale order.
	Data hyperlink.
Doc. Status	The status of the sale order.
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 to be sent.
Bill To Address Id.	The address id of the customer to whom the invoices are to be 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.
Click the “Return” pushbutton to return the selected sale order(s) for modification.

The system updates the status of the selected sale order(s) to “Returned”.

Click the “Authorize Sale Order” pushbutton to authorize the selected sale order(s).

If all conditions for updating the order status to “Fresh” are satisfied and if the login ID of the user is valid for authorization, the system updates the order status to "Authorized".

The system copies the system date to the Authorization date.

If a sale order is forward dated, the order can be authorized the date before its Order Date if the system parameter is set to “Yes”. If set to “No”, the order can be authorized on or after the Sale Order Date. If an attempt is made to authorize the sale order before the sale order date when the system parameter is set to “No”, the system throws an error message.

If the Sale order is a referenced sale Order and if the Reference document is a “Quotation”, the system updates the Quotation Status on updating order status to "Authorized".

If any line item contains the same set of data as any of the preceding lines, the system throws an error message.

To proceed, carry out the following

Click the “Authorize Sale Order” link at the top of the page to authorize the selected Sale Order.

Authorize Sale Order

This page allows you to authorize the selected sale order that is in “Draft”, “Fresh”, “LOI” or “Returned” status. Modifications to the sale order details can be done before authorization. Modifications to the order number, Customer, Order and Item details can be done in this screen. The stock availability on the promised date and the price details are evaluated in this page. The retrieval of item details and computation of dates can also be done. On authorizing a sale order, the status is updated to “Authorized”. The system copies the system date to the authorization date on authorizing the selected sale order.

This page also aids you to save the modified sale order details before making changes to the additional details available in the link pages. After performing the necessary changes in the link pages, the sale order can be authorized based on the user’s choice. You can also return the sale order to the user who has raised for making changes. The status of the Sale order is updated to “Returned”.

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

The “Authorize Sale Order” page appears.

The system displays the following field:

Order Status

The status of the sale order. It can “Draft”, “Fresh”, “LOI” or “Returned”.

Enter the following field detail:

Order No.

The number identifying the sale order (Alphanumeric, 18) Mandatory. The system checks for the validity of the order number if it is not null. The system retrieves the corresponding details of the order number and populates in the appropriate field in the page. the sale order number should not contain spaces and special characters excepting Hypen ('-'). If generated number exists, then the system generates another number till a unique number is generated.

The system displays the following field:

Amendment No.

The number identifying the amendment made for a sale order.

Enter the following details:

Order Date

The date on which the sale order was created (Date Format). The system also checks if date is within Calendar.

The system displays the following field details:

Numbering Series

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

Enter the following details:

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 payment for the ordered goods will be made 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 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. It is an integer taking values from "1 to 5". The default value is set “5”. Based on the Ordering Priority the Sale Order is shipped. (Integer).

The system displays the following field:

Authorization Date

The date on which the sale order was authorized. The system displays the system date to this field.

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. You can select from “Internal”, “External” or “Domestic”. 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 and if the status is set to “Active”, 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 as the default value on launch of the page.
Bill To Address Id.	Use the drop-down list box to select the address id of customer to whom the invoices are to be sent Mandatory. The system retrieves the bill-to address ids of all the bill-to customer codes. Based on the bill-to customer code selected, the system loads the bill-to address ID.
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. Currency can only be modified if the status of the order is "Fresh".
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 to which the sale is attributed Mandatory. 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 zeroing of 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 left blank.
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 “No” 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 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.
Advance	The advance amount paid by the customer (Integer).

Enter the following details in the “Price Constituents” group box for calculating the Total price of the item:

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.

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). Pricing date is defined here only. 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 Organization Unit 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 organization unit.
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 and if the status is set to “Active”, then the system loads all the ship to customer codes for valid customer code.
	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 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 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 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 retrieves and displays the following field based on the code entered:

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.

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 “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.
	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. This field cannot be left blank.
	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.

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.

	Help facility available.
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.

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 enough stock based on the promised date to meet the ordered quantity.
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 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.
Item Status	The status of the item. It can be either “Blank” or “Hold”. The system displays the status of the item as “Hold” in case if the customer prefers to ship the item at a later stage.

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”.
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 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 (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.
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.

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

	Help facility available.
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. In case of multiple schedule, the entire schedule line quantity must be shipped in single lot. This rule will be applicable only if the ship partial specified in the header 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.

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 “, “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.

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.
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”.

Check the box in the “Select” column of the multiline to select the sale order.
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.

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".

If the Free Stock Quantity is lesser than the Line Item Quantity, the system displays the Earliest Available Date for the full Line Item quantity in a Single Lot.

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.

In case if the rate has been manually entered into the data row, this Rate will be used to calculate the final amount. This Rate will override the Price retrieved by the Price Engine and will be used to calculate any TCDs.

Click the “Authorize Sale Order” pushbutton to authorize sale order details.

The system checks if the Total Order value exceeds the Customer's Order Limit. If the results flag is set to "Yes", then display an error message is displayed. If the results flag is "No", the system updates the order status to "Authorized".

The system checks if the value of the “Order Exempt” flag is set to "No" or "Yes". If the value is set to "Yes", it updates the Order Status to "Authorize". If set to the value of the flag is set to "No", then the system checks if the customer is OK for Shipping and checks for Credit status for Ordering. If customer is OK for Ordering, “Authorize” the Sale Order. If the Customer is Not OK for Ordering, the order should not be “Authorized”. If the Customer is NOT OK for Shipping, the system checks if the parameter is set to "Yes", if so it can “Authorize” the Sale Order. Or else the system rejects the authorization.

If any line item contains the same set of data as any of the preceding lines, the system displays an error message.

If schedule type is “Multiple” for any data row in the multiline, then the system updates the Order status to “Draft”.

In case of Item type “Model”, each item code and 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".

Click the “Save” pushbutton to save the details of the sale order before authorization.

The system saves changes in case of existing data else save new data. The system save changes only if Order status is "Draft", "Fresh", "Returned", "Under Amendment". Data cannot be saved in "Authorized" status.

Click the “Return” pushbutton to return the selected sale order(s)for modification.

The system updates the status of sale order to "Returned".

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 view the financial 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 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 Order Summary” link at the bottom of the page to view the summary of the Sale Order.
Select the “View Customer Address Details” link at the bottom of the page to view customer address details.
Select the “View Order Progress Status” link at the bottom of the page to view the progress status of the Sale Order.
Select the “View Amendment History” link at the bottom of the page to view the amendment history of the Sale Order.
Select the “View Sale Order” link at the bottom of the page to view the sale order details.