Create a sales order from the trading board

You can perform the following actions after calculating the available inventory based on the filters applied on the Trading Board Filter page.

1. On the Trading Board page, on the action bar, select New Document > Sales Order.
   Alternatively, click Alt+1 to create a sales order.

2. In the Sell-to Customer No. field, select the customer number.

   
   Other fields on the Sales Order page such as Sell-to Customer Name, Salesperson Code, Bill-to Customer No, Bill-to Customer Name, Ship-to Code, Ship-to Name, Shipping Agent Code, and Shipment Method Code are now filled with standard information from the customer card.

3. In the Requested Delivery Date field, select the date on which the customer has asked for the order to be delivered.
4. In the Shipment Date field, select the date on which the items on the document will be shipped.
5. Select OK.
   The sales order is created for the customer and attached as a linked document on the trading board.

The Linked Document FactBox displays the following information:

Field	description
Document	Specifies the document number of the linked sales order header.
Sell-to Customer No.	Specifies the customer number on the linked sales order header.
Sell-to Customer Name	Specifies the customer's name on the linked sales order header.
Location Code	Specifies the location of the linked sales order header.
Currency Code	Specifies the currency code of the linked sales order header.
Posting Date	Specifies the posting date of the linked sales order header.
Order Date	Specifies the order date of the linked sales order header.
Shipment Date	Specifies the shipment date of the linked sales order header.
Status	Specifies the status of the linked sales order header.
Warehouse Activities	Specifies if transport order lines exist for the sales order.
Transport Activities	Specifies if warehouse activity lines exist for the sales order.

These fields are displayed in the FactBox only when values exist for it.