DELETE- View SO

View Sale Order – A Summary of the activity

This activity allows you to view the details of the sale order. You can carry out a search and select the sale order for viewing its details. You can view the sale order details irrespective of its status. You can also view the reason code for which a sale order is held or short closed.

This activity permits you to view the 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 view 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, the progress status and amendment history of the sale order.

Getting familiar with the pages inside

Go to page…	For…
Select Sale Order	Selecting Sale Order.
View Sale Order	Viewing Sale Order.
View Schedule	Viewing Schedule Details for each Line Item.
View Attributes Details	Viewing Attributes Details for each Line Item.
Shipping Details	Viewing Shipping Details.
View TCD By Item	Viewing Tax/Charges/ Discounts for each Line Item.
View TCD By Document	Viewing Tax/Charges/ Discounts for Document.
Attach Notes	Viewing Notes.
View Bill And Hold	Viewing Bill and Hold Details.
View Promotion Items	Viewing Promotion Items Details.
Sale Persons Contribution	Viewing Salesperson Contribution Details.
Customer Supplied Items Details	Viewing Customer Supplied Item Details.
View Financial Details	Viewing Finance Details.
View Additional Model Details	Viewing Additional Model Details.
View Tax Calculation - Summary	Viewing Tax details.
View Substitute Items	Viewing Substitute Item Details.
View Sale Order Summary	Viewing Sale Order Summary.
View Customer Address Details	Viewing Customer Address Details.
View Selling Restrictions	Viewing Selling Restriction Posed For Item/Customer/Delivery Area.
View Order Progress Status	Viewing Order Progress Details.
View Amendment History	Viewing Amendment History.
View Multiline History	Viewing Multiline History.

Select Sale Order

This page allows you to select a sale order for viewing its details. 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. The sale order details can be viewed irrespective of its statuses. The reason code for which the sale order is to be short closed or held can be viewed in this page.

Select the “View 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 a 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. 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”, “LOI”, “Fresh”, “Under Amendment”, “Authorized”, “Held”, “Short Closed”, “Closed”, “Deleted” or “All”. The system displays “All” 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 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.
Amendment No.	The number identifying an amendment made on the sale order.
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.
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).
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”.
Doc. No.	The number identifying the sale order.
	Data hyperlink.
Amendment No.	The number identifying an amendment made on the Sale Order.
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.
Reason Code	The code identifying the reason for which a sale order is held or released.
Reason	The description of the reason code.
Sales Team Desc.	The description of the sales team.

Check the box in the “Select” column of the multiline to select the sale order for viewing its details.

To proceed, carry out the following

Click the “View Sale Order” link at the bottom of the page to view the details of the selected Sale Order.

View Sale Order

This page allows you to view the details of the selected sale order. Irrespective of the order status, the details of the sale order can be viewed. Based on the order number entered, the amendment numbers are populated in the drop down list box. You can select the amendment number for which the details are to be viewed. You can also view the reason code for which a sale order is put to “Held” or “Short Closed”.

Select the “View Sale Order” link at the bottom of “Select Sale Order” page.

The “View Sale Order” page appears.

The system displays the following field:

Order Status

The status of the sale order. It can be “Draft”, “Fresh”, “LOI”, “Under Amendment”, “Closed”, “Deleted”, “Held”, “Authorized” or “Short Closed”.

Enter the following field detail:

Order No.	The number identifying the sale order (Alphanumeric, 18). The system checks for the validity of the order number if it is not left blank.
	Press <Enter> key.
	The system displays all the details corresponding to Order No.
	Help facility available.
Amendment No.	The number identifying an amendment made on the sale order.

The system populates all the details of the latest amendment number entered for the order number:

Order Date	The date on which the sale order was created.
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.
Sale Order Type	The type of sale order. It can be “Normal”, “Consignment”, “Certificate On Delivery” or “Template”.
Folder	The classification of the sale order. The values are populated from the “Category” business component.
Order Priority	The priority code attached to servicing of the Sale Order. It can be “1”, “2”, “3”, “4” or “5”.

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

Source Doc.	The source document pertaining to the sale order.
Doc No.	The number identifying the source document.

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

Customer Code	The code identifying the customer.
Customer Name	The name of the customer.
Sale Type	The type of sale to be performed. It can be “Internal”, “External” or “Domestic”.
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 customer to whom the invoices are to be sent.
Currency	The currency applicable to the sale order. The system loads with valid values from “Currency” business component.
Exchange Rate	The exchange rate applicable to the sale order currency.
Pay Term Code	The code identifying the pay terms applicable to the sale order.
Sales Channel	The sales channel to which the sale is attributed. The values are populated from “Category” business component.
Zero Item Rate	To indicate whether zeroing of Item rate is allowed or not. It can be either “Yes" or "No".
Ship Partial	To indicate whether partial shipment of goods is allowed or not. It can be either “Yes" or "No".
Customer PO No.	The number identifying the purchase order number of the customer.
Customer PO Date	The date on which the customer has prepared the purchase order.
Contact Person	The name of the contact person. The person recommended by the customer to be contacted.
	Zoom facility available.
Receipt Method	The mode in which the receipt of the sale order is to be made. It can be “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.
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”).
Reason Code	The code identifying the reason for which a sale order is held or released.
Reason	The description of the reason code.
Advance	The advance amount paid by the customer.

In view mode, all checkboxes should be inactivated. The system displays appropriate check boxes in the “Price Constituents” group box.

Price	This check box is selected to run the pricing engine.
Taxes	This check box is selected to include the tax imposed on the item for calculating the total price of the item.
Discount	This check box is selected to include the discounts that are allowed for items for calculating the total price of the item.
Charges	This check box is selected to include the charges applicable on items to enable them to dispatch\ ship \ deliver the same.
Promotions	This check box is selected 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.

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.

The system displays the following fields in the “Item Details” Multiline:

Customer Item Code	The customer code identifying the item.
Item Code	The code identifying the line item.
Variant Code	The code identifying the item variant.
UOM	The unit of measurement of the item.
Qty.	The quantity of the sale order item ordered.
Price List No.	The code identifying the price list number.
Rate	The unit rate of the ordered item.
Total Item Price	The sum of (Rate*Item Qty), item tax, item charge, item discount, and vat exclusive for an item.
Required Date	The date on which the customer requires the item at his/her location.
Promised Date	The promised date of delivery to the customer.
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.
Processing Action	To indicate the action to be carried out for the Line item in the sale order. It can be “Make”, “Buy” or “Drop ship”.
Usage For CC	The code identifying the cost center associated with the sale order.
Sale Purpose	The reason for sale of the item.
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.
Schedule Type	The type of schedule in which the goods are to be shipped. It can be either “Single”, or “Staggered”.
Ship To Customer Code	The code identifying the customer to whom the items must be shipped.
Ship To Address Id.	The address of the location at which the items must be delivered.
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”.
Shipping Point	The point from where the goods are shipped to the delivery area specified by the customer.
Warehouse Code	The code identifying the shipping location warehouse at which the specified quantity of the item is available.
Ship Partial	To specify whether partial shipment is allowed or not. It can be either “Yes” or “No”.
Transportation Mode	The mode of transportation for the ordered goods. The values are dynamically populated from the “Category” business component.
To Ship Date	The date on which the finished goods are to be shipped from the shipping point to the delivery area specified by the customer.
Available Date	The date on which an item will be available for issue from inventory. This is also the date when a firm demand will be posted into disposition.
Pricing Date	The pricing effective date for defaulting price list(s). Pricing date is defined here only.
Item Variant Desc.	The description of the item variant.
Stock Status	The status of the stock. The values are populated from the “Stock Status Definition business component based on the transaction type.
Item Type	The type of item. It can be “Item“, “Model”, “Kit “, “Sundry” or “Service”.
Sales Person Code	The code identifying the salesperson.
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 for viewing its details.

To proceed, carry out the following

Select the “View Schedule” link at the bottom of the page to specify the schedule details.
Select the “View Attributes” link at the bottom of the page to specify Attribute details.
Select the “View Shipping Details” link at the bottom of the page to specify shipping details.
Select the “View TCD by Item” link at the bottom of the page to specify TCD details for each item line.
Select the “View 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 “View Bill & Hold” link at the bottom of the page to specify bill and hold details.
Select the “View Promotion Items” link at the bottom of the page to specify the details of the promotion Items.
Select the “View Sale Persons Contribution” link at the bottom of the page to specify the salespersons’ contribution.
Select the “View Customer Supplied Items” link at the bottom of the page to specify the Item details supplied by the Customer.
Select the “View Finance Details” link at the bottom of the page to view the Finance details.
Select the “View Model Bill” link at the bottom of the page to specify additional details pertaining to Model.
Select the “View Tax Calculation - Summary” link at the bottom of the page to view Tax details.
Select the ”View Substitute Items” link at the bottom of the page to view substitute item details.
Select the “View Selling Restrictions By Customer” 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 created.
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.