Sales Order Entry

A sales order represents an agreement between the seller and a customer to sell products or services. It facilitates the management of shipments and invoices and the tracking of product deliveries, ensuring accurate accounting for customer invoices related to sales orders.

Assumption/System Setup Considerations

• Set up customers with relevant posting groups.
• Set up finished goods items and locations.
• Set up sales order numbering.
• Set up sales pricing and discounts.
• Set up item charges or surcharges (e.g., freight) if required.

Create a Sales Order

1. Select the search icon, enter Sales Orders, and then choose the related link.

   

   The Sales Orders list page opens.

2. On the action bar, select New.

   

   The Sales Order card page opens.

   

3. On the General FastTab, select a value in the Customer No. field and fill in the fields in the Sell-to group.

   

4. On the Invoice Details FastTab, enter/select the following fields:

   • Currency Code – Select the currency of amounts on the sales document. Leave the field blank if local currency is used.
   • Payment Terms Code – Select a formula that calculates the payment due date, payment discount date, and payment discount amount.
   • Payment Method Code – Select how to make payment, such as with bank transfer, cash, or check.
   • Payment Discount % – Enter the payment discount percentage granted if the customer pays on or before the date entered in the Pmt. Discount Date field.

   

5. On the Shipping and Billing FastTab, confirm or select the Ship-to and Bill-to locations. Select a shipment method in the Code field to specify how items on the sales document are shipped to the customer.

   

6. On the Prepayment FastTab, enter/select the following fields:

   • Prepayment % – Enter the prepayment percentage to use to calculate the prepayment for sales.
   • Prepmt. Payment Terms Code – Select the code that represents the payment terms for prepayment invoices related to the sales document.
   • Prepmt. Payment Discount % – Enter the payment discount percent granted on the prepayment if the customer pays on or before the date entered in the Prepmt. Pmt. Discount Date field.

   

7. On the Lines FastTab, enter/select the following fields:

   • Type – Select the type of transaction that will be posted with the document line. If you select Comment, then you can enter any text in the Description field, such as a message to a customer.
   • No. – Select the number of a general ledger account, item, resource, additional cost, or fixed asset, depending on the contents of the Type field.
   • Description – Enter a description of the entry of the product to be sold. To add a non-transactional text line, fill in the Description field only.
   • Quantity – Enter how many units are being sold.

   

8. On the action bar, select Home > Release > Release.

   

   The sales order is released.