Next available Sales Order Number will automatically display, unless your system requires you to enter Sales Order Numbers manually. Default values and input parameters for Sales Order Numbers are configurable at the system level.

Displays current day's date.

Displays the Order's earliest scheduled date. The scheduled date corresponds to the earliest scheduled date for an included Sales Order Item. Because Sales Orders may contain multiple Sales Order Items, the scheduled date indicates the most recent scheduled date. No scheduled date will display in the "Scheduled Date" field until a Sales Order Line Item has been created and a scheduled date assigned to it. This field can be viewed by selecting the MORE button

The pack date is the same date as the ship date. Because the field can be edited, you have the ability to change the pack date and make it different from the ship date. This field can be viewed by selecting the MORE button.

Specify the billing Terms associated with the Order. By default, the Customer's standard billing Terms will appear in the field.

Specify the Sales Representative associated with the Order. Sales Representatives are linked to a Customer on the Customer master—either by a default setting or through the assignment of Ship-To Addresses. Each Ship-To Address may have a different Sales Representative associated with it. Consequently, the name of the Sales Representative appearing on the Sales Order header will be the same as specified for the Ship-To Address being used.

By default, the commission percentage recorded on the Customer master will be automatically entered in this field. If for some reason you select a non-default Sales Representative at Order entry, the commission rate will not change. To adjust the commission rate, you must make the change manually. This field can be viewed by selecting the MORE button.

Specify the Tax Zone associated with the Sales Order. The Tax Zone for the specified Ship-To Address will be entered here by default. Otherwise, the primary Tax Zone for the Customer will be entered. This field can be viewed upon selecting the MORE button.

Select to require that all Sales Order Line Item quantities be issued to Shipping before the Order is shipped. This feature is designed to prevent partial shipments. If selected, users will be prevented from shipping the Order unless all Line Item quantities have been issued to Shipping. If not selected, partial shipments for the Order will be allowed.

Select to automatically print the Sales Order when it is saved.

If the Customer specified on the Sales Order has an EDI Profile attached, you may encounter an EDI processing interface when printing the Sales Order.

Specify the shipping Site associated with the Sales Order. The Site selected here acts as the default free on board (FOB) location. A Site may be designated as a shipping Site on the Site master. This field can be viewed upon selecting the MORE button.

Specify the origin of the Sales Order using the options below. This field can be viewed upon selecting the MORE button.

Select a Project Number to associate with the Sales Order. If a Sales Order is created from a converted Quote—and the Quote had a Project Number associated with it—then the Project Number from the originating Quote will automatically be entered here. Once a Project Number is associated with a Sales Order, any Work Orders or Purchase Orders created by the Sales Order demand will automatically be linked to the same Project Number as the Sales Order. In this way, Sales Orders, Work Orders, and Purchase Orders may be linked to the same Project. This field can be viewed upon selecting the MORE button.

If a Sales Order was converted from a Quote, the originating Quote Number will display here. This field can be viewed upon selecting the MORE button.

Enter the Customer Number of the Customer to be billed for the sale. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold." You may also create a new Customer record by selecting the "+" button.

Displays the Customer's Bill-To name.

Displays the Customer's Bill-To phone number.

Displays the Customer's Bill-To Address. You may manually override the displayed Address information in the fields below—or use the browse button to select another Address. If a new Address is manually entered here, that Address will be added automatically to the master list of Addresses. For additional documentation related to creating Addresses, see Section 8.1, “ New Address”.

Select to copy contents of billing address into Ship-To address field. This option is enabled if the Customer master for the specified Customer indicates that free-form Ship-To's are allowed.

Enter the number of the preferred Ship-To Address. Customers may maintain multiple Ship-To Addresses. If the Customer master for the specified Customer indicates that free-form Ship-To's are allowed, then any address may be entered. If free-form Ship-To's are not allowed, then the Ship-To Address must be entered using the browse button located to the right of the field.

Displays the name for the specified Ship-To.

Displays the phone number for the specified Ship-To.

Displays the specified Ship-To Address. You may manually override the displayed Address information in the fields below—or use the browse button to select another Address. If a new Address is manually entered here, that Address will be added automatically to the master list of Addresses. For additional documentation related to creating Addresses, see Section 8.1, “ New Address”.

Enter free on board (FOB) Terms for the Order. By default, FOB. Terms entered on the Shipping Site master will appear in this field. The default Terms may be changed during Order entry—and also at later stages during the billing cycle.

PO #: Enter a Customer Purchase Order Number, as needed.

The preferred Ship Via method for the Customer will appear in the field. You may change the default Ship Via using the list. You may also enter a free-form Ship Via simply by typing the name of the Ship Via into the field.

Specify a hold type (if any) from the available options:

Specify the Shipping charges associated with the Order. The preferred Shipping Charges Type for the Customer will appear in the field. This field can be viewed upon selecting the MORE button.

Specify the Shipping Form associated with the Order. The preferred Shipping Form for the Customer will appear in the field. This field can be viewed upon selecting the MORE button.

Select to clear the current Sales Order screen without closing the screen.

Creates the Sales Order, saves it, and adds it to the list of Orders available for printing on the Packing List Batch.

Creates the Sales Order and saves the Sales Order information. The SAVE button must be selected in order to save the Sales Order record. It is not enough to save Sales Order Line Item information. The Sales Order header must also be saved. If your system is configured to prompt for printing on SAVE, then you will be presented with additional processing options after this button is selected.

If the Customer specified on the Sales Order has an EDI Profile attached, you may encounter an EDI processing interface when printing the Sales Order.

Closes the screen without creating a new Sales Order, returning you to the application desktop.

Select to display extra information related to the Sales Order. To hide the extra information, simply select the MORE button again.

Display lists Line Items for this Sales Order. A valid Customer Number must be entered in the "Customer #" field before Line Items can be added to the Order. The Shipping-related columns will not be visible if the system is configured to hide Shipping options at Sales Order entry. However, if the Shipping options are enabled, the Line Items may display in different colors, depending on their scheduling. If the Scheduled Date for an unshipped Line Item is in the future, the line will display in green text. If the Scheduled Date for an unshipped Line Item is not in the future, the line will display in red text. Once shipped, all Line Items revert to black text. For Kit Items, the Kit components will be given sub line numbers which will be displayed in an indented view.

Select to ensure you have enough Quantity on Hand of a Line Item prior to issuing Stock to Shipping. If selected, this option will prevent you from issuing Line Item quantity to Shipping if doing so would force Quantity on Hand for the Item Site to fall below zero. Not selecting this option means issuing Stock to Shipping may drive Item Site Quantity on Hand negative. This option will not be visible if the system is configured to hide Shipping options at Sales Order entry.

Select to include in the Line Items display Sales Order Line Items which have been specifically canceled. Displaying canceled Line Items can provide useful Customer and Order history information.

Displays the monetary value of Sales Order Line Items at Shipping. The shipment value represents the total of the extended prices for all Items included in the Shipment. The amount does not include freight or Tax. This displayed information will not be visible if the system is configured to hide Shipping options at Sales Order entry.

Displays the total profit margin for the Order. The profit margin is based on the following formula:

Order Subtotal - Total Standard Costs for all Line Items

Displays the subtotal for the Sales Order Line Items.

Displays the total amount of Tax to be charged on the Sales Order. Sales Tax is calculated at the Sales Order Line Item level. The Tax amount displayed here represents the total for all Line Item Tax amounts. To get a detailed view of the Tax calculation, click on the Tax link using your mouse.

Enter the amount of any miscellaneous charge. Examples of miscellaneous charges include palletization costs, co-op refund, etc. Before entering a miscellaneous charge amount, you must first assign the charge to a Sales Account and also enter a description of the charge.

Enter a description to identify the miscellaneous charge.

Enter a Sales Account to assign the miscellaneous charge to.

Displays the monetary value of any open Credit Memos and/or Credit Card charges which have been specifically allocated to the Sales Order. If your system is configured to automatically allocate open Credit Memo balances to new Sales Orders, then the monetary value of these allocated Credit Memos—plus any Credit Card charges applied to the Order—will display here. If your system is not configured to automatically allocate Credit Memos, then this field will display only the monetary value of any Credit Card charges applied to the Order—if any. The automatic allocation of Credit Memos helps reduce Customer credit balances by ensuring that Customer credits are consumed when new Sales Orders are entered. Any available, open Credit Memos are eligible for allocation. The allocation of available Credit Memos occurs only once—when a Sales Order is saved for the first time. Subsequent saves will not result in additional allocations. Credit Memos which have been allocated to a Sales Order are applied at the point when the Invoice resulting from the Sales Order is posted. Once the full balance of a Credit Memo has been applied, the Credit Memo is then closed. The printed Invoice the Customer receives will indicate whether Credit Memos have been applied. In addition, the total due from the Customer will be automatically adjusted to reflect any applied credits.

Displays the total monetary value of all unallocated Credit Memos for the Customer. If no Credit Memos are allocated to the Sales Order, then the amount displayed here will be equal to the Customer's total open Credit Memo balance. If Credit Memos are allocated to the Order, then the remaining Credit Memo balance will be displayed. The open Credit Memo balance is considered when calculating the outstanding balance due for the Order.

Displays the monetary value of any credit card pre-authorizations for the Order. Credit Card charges may be pre-authorized using the options found under the "Payment" tab. When a Credit Card charge is pre-authorized, the authorization is stored and may later be posted as a completed charge using the A/R Workbench.

Displays the combined weight of all Sales Order Line Items. Freight weight represents the sum of an Item's product weight and packaging weight, both of which are defined on the Item master. The per unit freight weight multiplied by the quantity per gives you the Line Item freight weight. The sum of all Line Item freight weights is the combined weight for the Order.

Enter the amount of freight charge to be added to the specified Order. Freight charges may be entered during the creation or modification of a Sales Order—or at the time of shipment.

Displays the total amount of the Sales Order.

Displays the projected total due for the Sales Order. The outstanding balance represents the amount the Customer would owe if all allocated and outstanding Credit Memos and Credit Card pre-authorizations were applied to the Order.

Select to clear the contents of the current Sales Order and open a fresh, new Sales Order for Order entry. The Order Number of the Order being cleared will display next to the CLEAR button.

Saves the Sales Order information.

Closes the screen without creating a new Sales Order, returning you to the application desktop.

Opens screen for creating a new Sales Order Line Item. Mac users may use COMMAND + N to enter a new Line Item.

Enables you to edit highlighted Sales Order Line Items. The edit screen is the same as that for creating a new Sales Order Line Item—except that when editing, the fields will contain Sales Order Line Item information. Double-clicking on a Sales Order Line Item will also bring you to the editing screen. Mac users may use COMMAND + E to edit an existing Line Item.

Highlight a Sales Order Line Item and then select this button to close the Sales Order Line Item. If the highlighted Line Item is already closed, this button will revert to an OPEN button, which may be used to open the closed Line Item. Closing the Sales Order Line Item will remove all existing reservations.

Highlight a Sales Order Line Item and then select this button to remove the Sales Order Line Item from the list. Deleting the Sales Order Line Item will remove all existing reservations.

Highlight a Sales Order Line Item and then select this button to reserve Inventory quantity for the Line Item.

Highlight a Sales Order Line Item and then select this button to reserve Inventory quantity for the remaining Line Item balance.

Highlight a Sales Order Line Item and then select this button to issue quantity to Shipping. This button will not be visible if the system is configured to hide Shipping options at Sales Order entry.

Highlight a Sales Order Line Item and then select this button to issue the balance of the Line Item quantity to Shipping. This button will not be visible if the system is configured to hide Shipping options at Sales Order entry.

This is a scrolling text field with word-wrapping for entering general Notes related to the Sales Order. These Notes are for internal use only.

Saves the Order Note.

Closes the screen without creating an Order Note, returning you to the application desktop.

While Shipping Notes content may originate from the Customer master, you can edit the Notes to fit the requirements of an Order. Shipping Notes may be printed on shipping paperwork.

Saves the Shipping Note.

Closes the screen without creating a Shipping Note, returning you to the application desktop.

Display lists Credit Card information for the specified Customer.

Opens screen for entering new Credit Card information for the Customer.

Enables you to edit highlighted Credit Cards. The edit screen is the same as that for entering new Credit Card information—except that when editing, the fields will contain Credit Card information.

Highlight a Credit Card and then select this button to reach a read-only view of the "Edit" screen. Double-clicking on a Credit Card will also bring you to the view screen.

Highlight a Credit Card and then select this button to move the Credit Card up in the sequence of Credit Cards. Sequence numbers are automatically adjusted to reflect the change in position.

Highlight a Credit Card and then select this button to move the Credit Card down the sequence of Credit Cards. Sequence numbers are automatically adjusted to reflect the change in position.

After entering an amount below, highlight an active Credit Card and then select this button to pre-authorize the Credit Card charge for the amount specified. Pre-authorized Credit Card charges will be displayed in the "Authorized CC Payments" field on the "Line Items" tab. After a Credit Card charge has been pre-authorized, the charge may then be post-authorized using the A/R Workbench—thereby completing the Credit Card transaction.

After entering an amount below, highlight an active Credit Card and then select this button to charge the Credit Card for the amount specified. When a Credit Card is charged, both a Credit Memo and a Cash Receipt are posted for the charge amount. The total due from the Customer will be automatically adjusted on the Invoice to reflect the amount of any Credit Card charges. If, by chance, you charge a Customer's Credit Card but fail to save the Sales Order, the link between the Order and the charge will be broken; however, the transactions resulting from the charge will remain in the system.

Enter the amount of the Credit Card pre-authorization or charge. By default, the outstanding balance due will be displayed here. However, you may edit the default amount.

Enter the Card Verification Value (CVV) Code found on the back of the specified Credit Card. This may be an optional feature at your site. Contact your Systems Administrator for details.

Select to display a list of open Sales Orders for all Sites.

Specify Site whose open Sales Orders you want to display.

Display lists open Sales Orders.

Select to automatically update the display every five minutes.

Closes the screen, returning you to the application desktop.

Runs the report associated with this screen.

Opens screen for creating a new Sales Order.

Highlight a Sales Order and then select this button to reach a read-only view of the "Edit" screen.

Highlight a Sales Order and then select this button to create a new Sales Order which duplicates the source Sales Order.

Enables you to edit highlighted Sales Order. The edit screen is the same as that for creating a new Sales Order—except that when editing, the fields will contain Sales Order information. Double-clicking on a Sales Order will also bring you to the editing screen.

Highlight a Sales Order and then select this button to remove the Sales Order from the master list

Enter the Sales Order Number of the Sales Order whose Line Items you want to reschedule.

Specify the new schedule date for the Line Items.

Displays the name of the Customer associated with the Sales Order.

Displays the Customer's phone number.

Displays the Customer's Purchase Order Number.

Closes the screen, returning you to the application desktop.

Creates the new schedule date for all Line Items associated with the specified Sales Order.