Shortclose Sale Order – A Summary of the activity

Component overview

Pages inside the activity

This activity allows you to search and select sale order for short closing. The sale orders that are in “Authorized” or “Short Closed” status are populated in the multiline. Only those sale order that are authorized can only be short closed. Short close is similar to that of deleting. No further transactions can be performed if a sale order is short closed. The reason for which a sale order is to be short closed can be entered in this page. Multiple sale order can be short closed at the same time. The status of the sale order on short closing is updated to “Short Closed”.

This activity permits you to view the schedule details for the items to be shipped, the attribute details pertaining to each line item, the shipping details, additional model details pertaining to sale order, the TCD details for each line item, the TCD details for the whole document, the Tax details, the details of the items that are to be billed and held, the details of the promotions for the ordered items, the sale person contribution details, the finance details, and to view important textual information related to sale order.

This activity also enables you to view the substitute item details, selling restriction details, summary of the sale order and customer address details, the progress status and amendment history of the sale order.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Getting familiar with the pages inside

Go to page…

For…

Select Sale Order

Selecting Sale Order.

Shortclose Sale Order

Shortclosing Sale Order.

Schedule Details

Viewing Schedule Details for each Line Item.

View Attributes Details

Viewing Attributes Details for each Line Item.

View Shipping Details

Viewing Shipping Details.

View TCD by Item

Viewing Tax/Charges/ Discounts for each Line Item.

View TCD by Document

Viewing Tax/Charges/ Discounts for Document.

Attach Notes

Viewing Notes.

View Bill & Hold

Viewing Bill and Hold Details.

View Promotion Items

Viewing Promotion Items Details.

View Sale Persons Contribution

Viewing Salesperson Contribution Details.

Customer Supplied Items Details

Viewing Customer Supplied Item Details.

View Finance Details

Viewing Finance Details.

View Additional Model Details

Viewing Additional Model Details.

View Tax Calculation - Summary

Viewing Tax Details.

View Substitute Items

Viewing Substitute Item Details.

View Sale Order Summary

Viewing Sale Order Summary.

View Customer Address Details

Viewing Customer Address Details.

View Selling Restrictions

Viewing Selling Restriction Posed For Item/Customer/Delivery Area.

View Order Progress Status

Viewing Order Progress Details.

View Amendment History

Viewing Amendment History.

View Multiline History

Viewing Multiline History.

View Mapped BGs

Viewing the mapped bank guarantees.