Short Close Sale Order

Shortclose Sale Order

This page allows you to short close the selected sale order. Only an authorized sale order can be short closed. Short closing of sale order is equivalent to deletion of sale order. No further transactions are allowed to the sale order if it is short closed. You can short close sale order that is in “Authorized” or “Short Closed” status. The status of the sale order is updated to “Short Closed”. You can select the code that identifies the reason due to which you want to short close the sale order.

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

The “Shortclose Sale Order” page appears.

The system displays the following field:

Workflow Status	The status of the document as per the Work Flow.
Order Status	The status of the sale order. It can be either “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. The system retrieves the corresponding details of the order number and populates in the appropriate field in the page. The order number should not contain spaces and special characters excepting Hypen ('-').

The system displays the following field:

Amendment No.	The number identifying an amendment made on the sale order. Every time the sale order is successfully amended, the system increments by one the amendment number made on the order.
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 “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”).

Enter the following field:

Reason Code For Short Closing	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:

Reason	The description of the reason code.
	Zoom facility available.
Advance	The advance amount paid by the customer.
LC/BG Applicable	Indicates whether LC/BG is applicable for this sale order.

The system displays the following details in the “Price Constituents” group box for calculating the total price of the item:

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.

Statutory Tax	Sum of all the statutory taxes charged for all the items in the sale order.
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. 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). 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.
Click the “Shortclose Sale Order” pushbutton to short close the sale order details.

The system closes all activities for the order number and deletes the demand in disposition for each data row Item by quantity. It updates the order status to “Short Closed”.

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.

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 “View Mapped LC’s” link at the bottom of the page to view the details of the LC’s mapped to the sale order.
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 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 Selling Restrictions” link at the bottom of the page to view selling restrictions 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.
Select the “View Mapped BGs” link at the bottom of the page to view the mapped bank guarantees.