Create Referenced Sale Order

Create Sale Order

This page allows you to create a referenced sale order, which records the details of the order placed by the customer based on an existing document. Tell me more

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

The “Create Sale Order” page appears.

The system displays the following fields:

Workflow Status	The status of the document as per the Work Flow.
Order Status	The status of the sale order after entering all the required fields in the page. The system displays “Null” by default on launch of the page. The options available are:
	Fresh – indicates a newly created referenced sale order when all the mandatory fields are entered and submitted.
	Draft/ LOI - indicates a newly creates referenced sale order when any one of the mandatory fields are not specified. The status of the sale order is flagged to “LOI” if the customer needs to specify any crucial information regarding the sale order that is created.
	Authorized – indicates a referenced sale order that is authorized.
	Under Amendment – indicates a referenced sale order that is under amendment. Only an authorized sale order can be under amended. The status of the referenced sale order is set to “Under Amendment” until it is authorized.
	Hold – indicates a referenced sale order that is put to hold.
	Closed – indicates the status of the referenced sale order when an invoice and delivery of all the items in the sale order is complete.
	Short closed – indicates a sale order that is short closed and no further processing of the sale order details is allowed.
	Deleted – indicates a sale order that is deleted. The sale order with “Open” or “Draft” status can only be deleted. The deleted sale orders can be viewed.
	Return – indicates a referenced sale order that is returned for modification during authorization in case if the person who authorizes the referenced sale order finds some changes to be incorporated or do want to authorize.

Enter the following details:

Order No.

The unique number identifying the referenced sale order (Alphanumeric, 18) Mandatory. The order number is provided with a suffix and prefix. If the field is not entered manually, then the system generates the order number automatically on successful submission of all the mandatory fields in the page. The system ensures that the order number should not contain spaces and special characters excepting Hyphen ('-'). If order mode is “Manual”, then the system checks for the existence of the order number.

Note: The order number can be modified if the status of the referenced sale order is “Fresh” or “Draft”. Once authorized, the order number cannot be changed.

Numbering Series	Use the drop-down list box to select the prefix and suffix for the referenced sale order number that is created Mandatory. The numbering series that are related to referenced sale order are retrieved from the “Numbering Class” business component.
Order Date	The date on which the referenced sale order was created (Date Format) Mandatory. The system displays the system date by default on launch of the page. The system displays an error message if this field is left blank. It also checks if order date is within calendar.
Sale Order Type	Use the drop-down list box to select the type of referenced sale order Mandatory. You can select from “Normal”, “Consignment”, “Certificate On Delivery” or “Template”. The options available 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 referenced 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 referenced sale order. You can select from “1”, “2”, “3”, “4” or “5”. The system displays “5” by default on launch of the page. Based on the priority selected the sale order is shipped.

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

Source Doc.	Use the drop-down list box to select the type of source document. You can select from either “Quotation” or “Contract”. Only authorized quotations and contracts are populated to this field.
Doc. No.	The number identifying the source document (Alphanumeric, 18).
	Help facility available.

The system displays the following field:

Doc. OU

The organization unit to which the document belongs.

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

The system displays the following details based on the source document selected 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 referenced 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.
Currency	The currency applicable to the referenced sale order.
Exchange Rate	The exchange rate applicable to the referenced sale order currency.
Pay Term Code	The code identifying the pay terms applicable to the referenced sale order.
Sales Channel	The sales channel to which the sale is attributed. All the sales channel that have been defined in the “Category” business component.
Zero Item Rate	To indicate whether the item rate can be “Zero” or not. It can be either “Yes” or “No”.
Ship Partial	To indicate whether the shipment of goods can be done partially or full for every order line schedule. It can be either “Yes” or “No”.

Enter the following details:

Customer PO No.	The number identifying the purchase order number of the customer (Alphanumeric, 18).
Customer PO Date	The date on which the customer has prepared the purchase order (Date Format).
Contact Person	The name of the contact person (Alphanumeric, 6). The person recommended by the customer to be contacted.
	Zoom facility available.

The system displays the following field:

Receipt Method

The mode in which the receipt of the referenced sale order is to be made. It can be “Regular Invoice”, “ESR”, “ESR Plus”, “LSV” or “Specific Bank”.

Enter the following details:

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.
LC/BG Applicable	Use the drop-down list box to indicate whether LC/BG is applicable for this sale order The combo is loaded with options “LC”, “BG”, “LC & BG” and None. The system by default displays “None” on launch of the page.
LOI	The check box is selected if the customer has to specify some crucial information regarding the sale order that is being created. The system flags the status of the selected sale order to “LOI” (Letter Of Intent”).
Advance	The advance amount paid by the customer (Integer).

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

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

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 order date.
Promised Date	The promised date of delivery of items to the customer (Date Format). The system ensures that the promised date is not less than order date. The date committed by the seller to the customer.
Pricing Date	The pricing effective date for defaulting price lists (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.

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

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 the code identifying the shipping location warehouse at which the specified quantity of the item is available.
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.
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.
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 referenced sale order. You can select from “Make”, “Buy” or “Drop ship”. The system displays “Make” by default on launch of the page.
Item Usage	Use the drop-down list box to select the code identifying the cost center associated with the referenced sale order. The values are loaded from the “Cost Centre Rule Definition” business component.
Sales Person Code	The code identifying the salesperson (Alphanumeric, 6).
Sales Person Name	The name of the salesperson (Alphanumeric, 60).

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.

Note: 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 in the sale order. The system checks for the existence of the code and also ensures that it is valid for the shipping point.
Variant Code	The code identifying the variant of the item.
UOM	The unit of measurement of the item.

Enter the following fields:

Quantity	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.
Price list No.	The code identifying the price list number (Alphanumeric, 18). This code should be defined in "Pricing" business component.
Rate	The unit rate of the ordered item (Integer).
Total Item Price	The sum of (Rate*Item Qty), item tax, item charge, item discounts, and vat exclusive for an item (Integer).
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.

Enter the following details:

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.
Usage For CC	Use the drop-down list box to select the code identifying the cost center associated with the referenced sale order. The system loads the drop-down list box values from the “Cost Centre Rule Definition” business component. The default value is set to “Null”.
Sales Purpose	Use the drop-down list box to select the reason for sale of the item specified in the referenced sale order Mandatory. The values are populated from the “Category” business component.

The system displays the following detail:

Promotion Type

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

Enter the following details:

Schedule Type	Use the drop-down list box to select the type of schedule in which the goods are to be shipped. You can select from “Single” or “Staggered”. The system displays “Single” by default on launch of the page.
Ship-To Customer Code	The code identifying the customer to whom the items must be shipped (Alphanumeric, 18) Mandatory.
	Help facility available.
Ship-To Address ID	The address of the location at which the items must be delivered (Alphanumeric, 40) Mandatory.
	Help facility available.
Inco Place	This refers to the place from where the "Inco Term" is applicable (Alphanumeric, 16). The “Inco Term” are commercial terms used for freight. The “Inco” refers to the “International Commercial Terms”.
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.
Warehouse Code	The code identifying the shipping location warehouse at which the specified quantity of the item is available (Alphanumeric, 10) Mandatory.
	Help facility available.
Ship Partial	Use the drop-down list box to specify 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.
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.
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. The system ensures that the available date is not greater than promised date and to ship date. Available date is calculated as a difference of to ship date and packing time.
Pricing Date	The pricing effective date for defaulting price list(s) (Date Format). Pricing date is defined here only.

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 type of the stock. The values are populated from the “Stock Status Definition business component based on the transaction type.
Item Type	Use the drop-down list box to select the type of item. You can select from “Item”, “Model”, “Kit” or “Service”.
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	Use the drop-down list box to select the details pertaining to the number of item that is to be consumed during the sale against the forecasted value. You can select from “Yes” or “No”. The system displays “Yes” by default on launch of the page.

Click the “Get Item Details” pushbutton to retrieve the details of the item code entered.
Click the “Compute Dates” pushbutton to evaluate the dates based on the promised date entered.
Click the “Compute Price And Get ATP” pushbutton calculates the item price and evaluates the stock availability.
Click the “Create Sale Order” pushbutton at the bottom of the page to create a new referenced sale order.

The system generates order number using numbering series. If the generated number exists, then the system generates another number till a unique number is generated.

If all the mandatory fields in the page are entered then the referenced sale order status is updated to “Fresh”.

If any of the mandatory fields are left blank then the referenced sale order status is set to “Draft”.

If the LOI check box is selected then the status is set to “LOI”.

The login user ID and the system date are updated in “Created By” and “Created Date” fields.

To proceed carry out the following:

Select the “Specify Schedule” link at the bottom of the page to specify the schedule details if the schedule type is changed from “Single” to “Staggered”, schedule created automatically with the order line information. The schedule page launches with the order line information displayed in the multiline.
Select the “Specify Attributes Details” 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 “Create Bill & Hold Document” 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” at the bottom of the page to specify the salespersons contribution.
Select the “Specify Financial Details” link at the bottom of the page to view the finance details.
Select the “Specify Order – LC Mapping” link at the bottom of the page to specify the Order – LC mapping details.
Select the ”Specify Additional Model Details” link at the bottom of the page to view model details.
Select the “Tax Calculation - Summary” link at the bottom of the page to specify Tax details.
Select the “View Selling Restrictions” link at the bottom of the page to view selling restrictions details.
Select the “View Customer Address Details” link at the bottom of the page to view customer address details.
Select the “View Order Summary” link at the bottom of the page to view the summary of the referenced sale order.
Select the "View Substitute Item” link at the bottom of the page to view substitute item details.
Select the “Specify Additional Details” link at the bottom of the page to specify the additional details pertaining to the sale order.
Select the “Customer Supplied Item Details” link at the bottom of the page to specify the Item details supplied by the Customer.
Select the “Maintain Sale Order” link at the bottom of the page to manage the sale order.
Select the “Specify Order – BG Mapping” link at the bottom of the page to specify the Order – BG mapping details.

The system displays the following:

Created By	The login user ID of the person who has created the referenced sale order.
Created Date	The date on which the referenced sale order was created.

Create Sale Order – An Overview

The system generates the sale order number automatically based on the numbering series selected as prefix and “year” as suffix. The type of the sale order can be selected in this page. If the sale order created is based on “Letter Of Intent” then the LOI check box has to be selected. The ordering date will be the system date and can be changed, if needed.

Only authorized quotations and contracts can be selected as source document. So the customer and the item details are automatically populated from the source document. The price of the ordered item can also be calculated using this page. Depending on the promised date, the to ship date and available date are evaluated.

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 “Earliest Available Date” on which the stocks are available is displayed in the multiline. After all the necessary details are furnished, referenced sale order number is generated.

Prerequisites

Mandatory

The numbering type should be defined in the “xxx” activity of the “Numbering Class” business component.
The warehouse code should be defined in the “Create Storage Information” activity of the “Storage Administration” business component.
The shipping point should be defined in the “Component Interaction Modulator” business component for selecting a shipping point from that organization unit.

Optional

The customer details should be defined in the “Create Customer” activity of the “Customer” business component.
The item details should be defined in the “Item Administration” business component.
The sale type should be defined in the “Create Category Type” activity of the “Category” business component.
The “Organization Setup” business component must be defined.
The UOM should be defined in the “UOM Addition” activity of the “UOM Administration” business component.
The pricing details should be defined in the “Pricing” business component.
The salesperson code should be defined in the “Create Sales Person” activity of the “Sales Person” business component.
The “Model Configurator” business component should be defined.
The pay term should be defined in the “Create Pay Term” activity of the “Payterm” business component.