Amend Sale Order

This page allows you to amend a sale order which records the details of the order placed by the customer. Tell me more

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

The “Amend Sale Order” page appears.

The system displays the following field:

Workflow Status	The status of the document as per the Work Flow.
Status	The status of the sale order. The system displays “Null” by default on launch of the page.

Enter the following field details:

Order Number

The unique number identifying the 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.

Help facility available.

The system displays the following:

Amendment Number	The number identifying the amendment made on the contract.
Source Type	The type of source document from which the details are to be copied.
Customer Code	The code identifying the customer
Customer Name	The name of the customer.
Source Document	The source document from which the details are to be copied to the respective fields.
Address ID	The address ID of the customer who has placed the order.
Customer PO Number	The number identifying the purchase order of the customer.
Customer PO Date	The date on which the customer has prepared the purchase order.
Order Date	The date on which the sale order was.

Enter the following fields:

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.

The system displays the following:

Currency

The currency applicable to the sale order..

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.
Order Type	Use the drop-down list box to select the type of sale order. 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.
Sales Person	The name identifying the salesperson for the sale of the line item (Alphanumeric, 18).
	Help facility available
Folder	Use the drop-down list box to select the type of the folder.
Sales Channel	Use the drop-down list box to select the sales channel to which the sale is attributed.
Carrier Code	The code identifying the carrier for transportation of goods from the shipping point to the delivery area (Alphanumeric, 20). The system checks for the validity of the entered carrier.
	Help facility 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. The system checks for the existence of the combination of carrier and shipment mode if this field is not left blank.
Freight Billable	Use the drop-down list box to specify whether the freight charges are billable or not. You can select from either “Yes” or “No”. The system displays “Yes” by default on launch of the page.
Freight Currency	Use the drop-down list box to select the currency in which the freight amount is to be paid.
	Help facility available
Freight Amount	The freight charges that will be incurred while transporting the goods (Integer).

The system displays the following:

Freight Method

The method in which the freight is to be paid. It could “Freight Added”, “Delivered Pricing” and “None”.

Enter the following fields:

Advance	The advance amount paid by the customer (Integer).
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.
Pay Term Code	The code identifying the pay terms applicable to the sale order.
	Help facility available.
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”).
Contact Person	The name of the contact person (Alphanumeric, 6). The person recommended by the customer to be contacted.

Enter the following fields in the “Default Entries” group box:

Ship To Customer	The code identifying the customer to whom the items must be shipped. (Alphanumeric, 18). The customer must be valid and the status “Active”.
	Help facility available
Ship-to Address ID	The code identifying the address of the location at which the items must be delivered. (Alphanumeric, 6). The system checks for the validity of the ship-to address id against the ship-to customer from “Customer” business component.
	Help facility available
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.
	Help facility available
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 promised date on which the goods must be delivered to the customer (Date Format). The system ensures that the promised date should not be less than order date.
Price List	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.
	Help facility available
ATP for Shelf Life	Use the drop-down list box to select whether the availability to promise for the shelf life is available or not. You can select from “Yes” or “No”. The system displays the value selected in the system parameter by default on the launch of the page.
ATP Option Level	Use the drop-down list box to select the availability to promise option level of the item. You can select from “OU” or “Warehouse”. The system displays “Warehouse” by default on the launch of the page.
Finance Book	Use the drop-down list box to select the finance book associated with the sale order.
CC Usage	Use the drop-down list box to select the code identifying the cost center associated with the sale order.

Click the “Run ATP” pushbutton to run the availability to promise for the item in the sales order.

The system displays the ATP quantity. If “OU” is selected in the “ATP Level”, then the ATP is run at the “OU” level. If the Free Stock Quantity is lesser than the Line Item Quantity, the ATP status will be empty. If “Warehouse” is selected in the “ATP Level”, then the ATP is run at the “Warehouse” level. If the Free Stock Quantity is lesser than the Line Item Quantity, then the ATP status will be empty. If the “ATP for Shelf Life” is set to “Yes”, then the ATP must be run for Shelf life given.

Click the “Compute Price & Date” pushbutton to compute the freight price and date.

For each data row the Packing time from the System parameter, and the transportation time from the Carrier master is retrieved for the selected carrier. If the To-ship Date field is null, then the calculation for (To-Ship Date = Promised Date - Transportation Time) is done. If the To-ship date field is not null, then the calculated value must not overwrite the entered value. If the Available Date field is null, then the calculation for (Available Date=To-ship date-Packing Days. If the Available Date field is not null, the calculated value must not overwrite the entered value If the System parameter "Apply Company Calendar" is set to “Yes” and if the “Default Company Calendar ID” is defined in the system parameter, then the To-ship date is calculated to check if it is a holiday or not. If it is holiday, decrease (bring forward) the date by one day and if the new date is also a holiday then the step is repeated this till the date is returned as a working day.

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

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”.
	Data Hyperlink Available
Line Number	The number identifying the line item in the sale order. The system ensures that this field should not be left blank. If the order number is not null, then the system checks for the validity of the line number for the order number.

Enter the following details in the “Item Details” group box:

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. It also checks if it has variants.
	Press <Enter> key.
	The system retrieves item type, processing action and if no variant is defined for the item, the description.
	Help facility available.
Variant	The code identifying the item variant (Alphanumeric, 8) Mandatory. The system checks for the validity of the variant code for the item code entered. If an Item has been defined in the “Item Administration” business component without a variant then an item where ever it’s used will not have a item variant.
	Press <Enter> key.
	The system retrieves Item variant description, UOM and processing action based on the item and variant code entered.
	Help facility available.

Note: The system checks for the existence of the item-variant combination at the shipping point from the “Item Administration” business component. If the item type is “Model”, “Kit” or “Service” then this validation need not be considered.

The system displays the following:

Item Variant Description

A textual description of the item variant.

Enter the following fields:

Qty.	The quantity of the item ordered in the sale order (Integer). This field cannot contain zero. The system ensures that if the item type is “Model” or “Kit”, then the quantity cannot contain decimal values.
	Help facility available
Sales 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.
Unit Item Price	A single unit item price specified in the sale order (Integer).
Unit Freight Price	A single unit freight price of the item in the sale order (Integer).

The system displays the following fields:

Unit Price	The single unit price specified in the sale order.
Extended Price	The extended price of the item in the sale order.

Enter the following fields:

Pricing UOM	A pricing unit of measurement for the defaulted price list in the sale order. (Alphanumeric, 15). The system checks for the validity of the UOM.
	Help facility available

The system displays the following:

Promotion Type

The type of 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 fields:

Required Date

The date on which the customer requires the item at his/her location (Date Format).

The system displays the following:

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:

Promised Date	The date on which the goods are promised to be delivered to the customer (Date Format).
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.
Ship To Customer	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.
	Help facility available
Ship To 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 ID against the ship-to customer from “Customer” business component.
	Help facility available
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	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.
	Help facility available
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.
Guaranteed Shelf Life	The number identifying the guaranteed shelf life of the item in the sales order. (Integer). You can enter the number based on the selection made in the “Shelf Life Unit”.
Shelf Life Unit	Use the drop-down list box to select the unit shelf life of the item in the sales order. You can select from “Day”, “Week”, “Month” or “Year”. The system displays blank by default on the launch of the page.
Price List Number	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.
Finance Book	Use the drop-down list box to select the finance book associated with the sale order.

The system displays the following:

Item Type

The type of item. It can be “Item“, “Model”, “Kit “or “Service”.

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.
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 “Yes” by default on launch of the page.
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.
CC Usage	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.
Sales Purpose	Use the drop-down list box to select the purpose of the sale of the line item. All the values that are defined in the “Category Master” will be available for selection. The system displays null by default on the launch of the page.

The system displays the following:

ATP Qty.	The available to promise quantity for the given warehouse in the earliest available date.
Project OU	The organization unit in which the project is defined.
Project Code	The unique code identifying the project associated with normal sale order.
Project Description	The detailed description of the project mapped with normal sale order.
WBS Id.	The code that identifies the WBS mapped to the normal sale order.
Task Code	The task code mapped to the normal sale order.
Task Desc.	The detailed description of the task code.

The system displays the following:

Gross Weight	The gross weight of the container.
Net Weight	The net weight of the container.

Enter the following fields;

Overriding Weight

A number identifying the excess weight more than the specified weight of the container. (Integer).

The system displays the following:

Gross Volume

The gross volume of the item in the container.

Enter the following fields:

Overriding Volume

A value identifying the excess volume of the weight more than the specified weight of the item in the container. (Integer).

Click the “Compute” pushbutton to compute the overriding weight and volume:

The system displays the following 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.
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 formula for calculating the Order Total Value is as follows:

Order Total Value = (Order Basic Value + Total Tax + Total Vat + Total Charge)- Total Discount.

Click the “Amend” pushbutton to create the sale order.

The system checks for the validity of the customer item code. If the customer item code is not valid and if the item code is left blank, the system updates the status to “Draft”.

The status of the document is updated to “Fresh” if all the mandatory information is specified. The authorization of the newly created sale order is allowed if the parameter is set to “Yes” for authorization and if the document status is set to “Fresh” and if the user has permissions for authorization.

Click the “Authorize” pushbutton to authorize the sale order.

The system allows the sale order to get authorized. The status of the sale order is updated to “Authorized”.

Click the “Amend & Authorize” pushbutton to create and authorize the sale order.

The system amends the sale order and if the user has the permission the system allows the sale order to get authorized. The status of the sale order is updated to “Authorized”.

Click the “Return” pushbutton to return the sale order.

The status of the sale order is updated to “Returned".

Click the “Print Sale Order” pushbutton to print the sale order.

To proceed, carry out the following

Select the “Specify Promotion Items” link at the bottom of the page to specify the details of the promotion Items.
Select the “Specify TCD by Document” link at the bottom of the page to specify TCD details by document.
Select the “Specify TCD by Item” link at the bottom of the page to specify TCD details for each item line.
Select the “Specify Sale Persons Contribution” link at the bottom of the page to specify the salespersons’ contribution.
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 Milestones" link at the bottom of the page to specify Milestone details.
Select the “Specify Shipping Details” link at the bottom of the page to specify the shipping details of the sale order.
Select the “Specify Finance 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 “Additional Details” link at the bottom of the page to specify the additional details pertaining to the sale order.
Select the “ Additional Model Details” link at the bottom of the page to specify additional details pertaining to Model.
Select the “ATP For PackSize” link at the bottom of the page to specify the ATP for the packsize in the sales order.
Select the “Attach Notes” link at the bottom of the page to specify notes.
Select the “Tax Calculation - Summary” link at the bottom of the page to specify Tax details.
Select the “Create Bill & Hold Document” link at the bottom of the page to create bill and hold document.
Select the “Customer Supplied Item Details” link at the bottom of the page to specify the Item details supplied by the Customer.
Select the “ View Sale Order” link at the bottom of the page to view the sale order.
Select the ”View Item Substitutes” 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 Sale 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 Schedule for Shipment" link at the bottom of the page to view the progress status of the Sale Order.
Select the "Specify Checklist" link to record the check list required for the sale order.
Select the “Specify Order – BG Mapping” link at the bottom of the page to specify the Order – BG mapping details.

Note : This link is launched only if the “LC/BG Applicable” combo value is “BG” or “LC&BG”

Amend Sale Order – An Overview

The sale order number is generated automatically or entered manually with the corresponding prefix and suffix selected from the numbering series. Four different type of sale order can be created. The sale order can be created with or without a reference document. The reference document for sale order can be a “Sale Order”, “Quotation” or “Template”. If the sale order is prepared based on a source document, the system retrieves and displays the corresponding source document details in the respective fields.

In case if the sale order is created with out a reference document, you need to specify the details related to the customer for whom the sale order is being prepared namely the address id of the customer, currency in which the payment is to be made, the exchange rate for that currency, the information regarding the shipment of the goods specified by the customer, the carrier that is preferred for the transportation of the goods. You can also select the details regarding the price constituents of the sale order. If some of the field details to be entered in the multiline are to be repeated for all the data rows, in that case you can specify those details in the default information group box. So in case, if any field details are left blank in the multiline, the system populates the value specified in this group box to the multiline.

The details regarding the tax, charges and discounts are calculated and displayed in this page. The item code is entered manually if known or selected from the help facility available. For the selected item code, the details are populated to the respective fields in the multiline. Depending on the promised date, the to Ship date and available date are evaluated. The salesperson details can also be captured in this page.

Based on the warehouse selected, the system retrieves and displays the stock availability in that warehouse taking into consideration the stock on hand. Based on the result of the ATP, the “Earliest Available Date” on which the stocks are available is displayed in the multiline. If all the mandatory fields are specified in this page, the system updates the status of this document to “Fresh”. The status is updated to “Draft” if any one of the mandatory information is not specified. The system flags the status to “LOI”, if any crucial information regarding the sale order is to be specified by the customer.