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<< Click to Display Table of Contents >> SAOE Sales Orders |
  
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SAOE Sales Orders
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<< Click to Display Table of Contents >> SAOE Sales Orders |
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Order Status
The initial status of a sales order is Inquiry. An Inquiry status means that a sales order is not available to be invoiced. Changing an order line status from Inquiry to Confirmed will change the order status to Confirmed. The confirmed order lines can then be invoiced. Alternatively all the lines can be Confirmed by selecting Confirm Order from the Options window.
The order will automatically close when all the order lines have been despatched or cancelled.
Order and Order Line status codes are:
00 Inquiry
02 Confirmed
04 Partial Despatch
06 Complete
08 Cancelled Balance
10 Cancelled
Inq Only
Changes the screen to Query mode so the sales order can be viewed without entering a Sales Rep.
Open SO
If the sales order is closed, the sales order can be reopened and then any cancelled lines can be uncancelled.
CustOrdNbr
The customer order number entered on a sales order will over ride a Order Number entered on the sales or despatch screens. That is, when printing an invoice that contains sales orders, if there is a order number on the sales order, that order number is printed, otherwise the order number entered for the invoice will print.
Special Sale Issue Units
If an item is sold using special sale issue units, access to the Special sale issue units field is available. The use of this field has the following features:
Sales can be by:
1. |
Serial number or Packets |
Sell Type |
= |
PA |
2. |
Lengths from Packets |
Sell Type |
= |
LE |
3. |
Lengths from loose stock |
Sell Type |
= |
LO |
If the selling Stock Location does not have serial number or packet tracking the input options are:
To enter a packet number |
Enter |
PA |
To enter lengths |
Enter |
LO |
If the selling Stock Location is controlled by serial number or packet tracking the input options are:
To sell a complete packet |
Enter |
PA |
To sell lengths from a packet |
Enter |
LE |
To select packets or to enter packet or loose lengths, <F5> from the Special sale issue units field.
For Loose lengths (LO) the total length to be invoiced can be entered directly into the Qty column. However, to record the length and pieces sold, <F5> from the Special sale issue units field.
Once pieces are entered for a sale you must always Zoom to the Maintain Pieces screen in order to change the Qty.
Refer to Sales/Despatch Options for setup information.
Item Costs
When items are transferred through to invoicing or despatch the following rules apply in respect to item costs:
| 1. | If the item costs are using Standard Cost, the standard cost selected on the sales order is used. |
| 2. | If the item costs are using Moving Average Cost or Last Cost, the latest cost at the time of invoicing or despatch is used. |
Create a Purchase Order from a Sales Order
Procedure
There are two ways to create a purchase order:
1. Access the P button on the sales order header. Multiple purchase orders can be generated using this function.
The PO Qty and supplier columns need to be completed.
2. Using the Purchase button for a line item:
2.1. From the Sales Order screen enter a line item and Confirm the item.
2.2 Press the Purchase button. You are asked to select or confirm the preferred supplier prior to selecting the purchase order screen. Maxim will look for an open order for the customer and for the selected supplier and will select that order if one is found. If there is no open order a new purchase order is created.
2.3.You need to <Enter> through the header fields to the lines. On the first new PO line the Product Code, UOM, Qty To Order, Unit Price and Product Description fields are automatically filled with the item details from the Sales Order.
Links are established between the Sales Order and Purchaser Order. The PO line displays the SO and the SO line displays the PO.
Once the items ordered have been received and receipted, the Sales Order can be invoiced and despatched.