Select Sale Order

This page allows you to select a sale order for short closing. 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 “Authorized” or “Short Closed” status are retrieved in the multiline for short closing. The reason code for which the sale order is to be short closed can be specified in this page. The status of the sale order is updated to “Short Closed” status.

Select the “Short Close 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. 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 either “Authorized” or “Short Closed”. The system displays “Authorized” 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.
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).
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.

Enter the following field:

Reason Code	The code identifying the reason for which a sale order is held or released (Alphanumeric, 5). The system ensures that this field is not left blank. The system also checks for the existence and validity of code. If it is valid, then the corresponding description is retrieved.
	Help facility available.

The system displays the following field details:

Reason	The description of the reason code.
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 “Short Close Sale Order” pushbutton to short close the selected sale order(s).

Before short closing a sale order, the system checks if any of the line items have promotional items against them. In case of any item to be short closed, the promotional item has already been shipped, the system raises a debit note equal to the value of the item.

If the Item type is “Kit”, then the system retrieves the Primary Item in the Kit from “Item” business component. The system returns the quantity of each item in a single Kit from “Item” business component. Divide the total of each item shipped by the qty per kit. The value got for the Primary Item will be the qty of the Kit shipped. For the balance items, any qty above this quantity will be considered as excess shipment. In case of Item Type as “Model”, the system retrieves quantity of each item in one Model from “Model Configurator” business component. For each item in the model, divide the total quantity of that item shipped by the qty per model. The result for any item, which is flagged as "Ship-together”, will be the total qty of the model shipped. Any item shipped above this will be considered as excess shipment. The system raises a debit note equal to the value of the item.

The system closes all activities for the order number. It updates the order status to “Short Closed”.

To proceed, carry out the following

Click the “Short Close Sale Order” link at the top of the page to short close the selected Sale Order.

Prerequisite

The reason code should be defined in the “Create Category Type” activity of the “Category” business component.