Help on Sales Order

This Help page allows you to search and select a sale order and transfer the details to the field where it is required. You can carry out a search by specifying the sale order type, the folder and the ordering point of the sale order. You can also specify the order number, sales channel, customer details, order details, the currency, processing action and the sales person code and name. The system retrieves the values based on the details entered.

Click the lens icon positioned next to the “Order Line Number” field.

The “Help on Sales Order” page appears.

Enter the following field in the “Search Criteria” group box:

Sale Order Type	Use the drop-down list box to select the type of sale order that you want to retrieve.
Folder	Use the drop-down list box to select the folder in which you want to retrieve the sale order.
Order Status	Use the drop-down list box to select the status of the sale order that you want to retrieve.
Order Number From	The starting number in the range of numbers identifying the sales order that you want to retrieve. (Alphanumeric, 18).
Order Number To	The ending number in the range of numbers identifying the sales order that you want to retrieve. (Alphanumeric, 18).
Sales Channel	Use the drop-down list box to select the sales channel through which you want to retrieve the sales order.
Customer Code	The code identifying the customer for whom the sale order is made. (Alphanumeric, 18).
Customer Name	The name identifying the customer for whom the sale order is made. (Alphanumeric, 32).
Customer Address ID	The code identifying the address of the customer to which the good must be shipped. (Alphanumeric, 32).
Order Date From	The date in the range of dates identifying the starting date of the sales order, (Date Format).
Order Date To	The date in the range of dates identifying the ending date of the sales order, (Date Format).
Ordering Point	Use the drop-down list box to select the ordering point of the sales order.
Authorization Date From	The starting date in the range of authorization dates of the sales order. (Date Format).
Authorization Date To	The ending date in the range of authorization dates of the sales order. (Date Format).
Item Code	The code identifying the item in the sale order.
Currency	Use the drop-down list box to select the currency of the sales order.
Processing Action	Use the drop-down list box to select the processing action of the sales order.
Sale Type	Use the drop-down list box to select the type of sale.
Sales Person Code	The code identifying the sales person who made the sale order. (Alphanumeric, 12).
Name	The name identifying the sales person who made the sale order. (Alphanumeric, 32).
Show Line Details	Select the checkbox to indicate that the search should be performed at line level.
Project Code	The unique code identifying the project associated with normal sale order.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following in the “Search Results” multiline:

Order Number	The code identifying the order.
Order Date	The date of the sale order.
Authorization Date	The date on which the sale order was authorized.
Line Number	The order line number.
Item Type	The type of item in the sale order.
Item Code	The code identifying the item.
Item Variant	The code identifying the variant of the item.
Quantity	The quantity of the item in the sale order.
UOM	The single unit of measurement of the item in the sale order.
Rate	The rate of the item in the sale order.
Required Date	The required date of the sale order.
Promised Date	The promised date of the sale order.
Processing Action	The processing action of the sale order.
Ship to Customer	The code identifying the customer for whom the goods is shipped.
Ship to ID	The code identifying the customer for whom the goods is shipped.
Shipping Point	The code identifying the shipping point where the goods must be shipped.
Warehouse	The warehouse where the goods is taken for shipping.
Invoicing UOM	The single unit of measurement of the invoice.
Guaranteed Shelf Life	The guaranteed shelf life of the item.
Shelf Life Unit	The shelf life of the item.
Order Point	The order point of the sales order.
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.

Check the box in the “Select” column of the multiline to select the sales order.

Click the “OK” pushbutton.