Sales Orders

The Sales Orders section is used to record the material and service orders received from the customers. The warehouse status of the ordered materials is tracked while the order is collected. The material level and AR/AP risk are checked during the order. All or a part of the orders on the same order document can be transferred into the dispatches or invoice. In both cases, the undelivered and delivered material information is automatically updated. The wholly delivered orders are automatically closed. Orders which are wholly delivered are listed with the letter "C" in the relevant browser.

The Sales Orders option is located in the Transactions menu of the Sales and Distribution module. The menu options and functions of the Sales Order Slips window are as follows:

	New	Used to create a new order slip.
	Update	Used to modify order slip information.
	Delete	Used to delete the order slip.
	View	Used to view the order slip without making changes.
	Find	Used to find slips that match the required number or date in the sales order slips list sorted by slip number or date. Once the process is started by entering the number or date, the cursor will point to the first record matching such number or date.
	Copy	Used to create a new record by copying the information of the selected order slip.
	Multiple Delete	Used to delete the selected order slips in batch.
	Print	Used to print the order slips one by one.
	Batch Printing	Used to print the order slips in batch.
	Filter	Used to display the records filtered in the sales order slips list.
	Send	Used to send the order slip to the relevant AR/AP.
	Batch Sending	Used to send the selected order slips to the relevant customers.
	Database Extensions	Used for user-defined forms.
	G/L Codes	Used to specify the G/L codes to be used to track the transaction in the line when posted to G/L, and the overhead pools where the surcharges will be recorded.
	Approval Info	Used to specify the order approval status.
	Controlled Approval	Used to approve and send the sales orders after evaluating them according to some criteria of related AR/AP such as customer risk, payment due date and debit aging.
	Generate Counter Order	Used to record the counter order information if the materials on hand do not satisfy the sales order quantity.
	Batch Generate Counter Order	Used to record the counter order information in batch if the materials on hand do not satisfy the sales order quantity.
	Counter Orders	Used to list / view counter orders and for approval transactions.
	Generate Production Order	Used to generate production orders in batch for order slips containing finished good order lines.
	Delivery Date Assignment	Used to calculate the delivery date of the order according to the priorities, and to assign a delivery date.
	Workflow History	Used to list the tasks that are defined and completed in the Workflow Management Module for sales orders.
	Deliver	Used to record the shipping info from the sales order slips list.
	Shipping Info	Used to display and view all orders' shipping info located in order slip.
	Multiple Delivery	Used to record the shipping info of the selected order slips.
	Bill	Used to bill the order slip.
	Multiple Bill	Used to bill the order slips in batch.
	Pack	Used to record packaging information if the packaging feature is used.
	Complete Workflow	Used to complete workflow defined for the sales orders.
	Record Information	Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions.
	Number of Records	Displays the number of recorded slips.
	Refresh	Used to refresh the sales order slips list.
	Back to Defaults	Used to display the active window with the standard dimensions defined in the application.
	Send To Company (Same)	Used for data exchange between companies that works more than one company in a single trading system.
	Send To Company (Inverse)	Used for inverse data exchange between companies that works more than one company in a single trading system.
	Send To Company (Delete)	Used to delete the sent slips of the companies that work with more than one company in a single trading system.
	LogoConnect Transactions	Used to list the transactions on the server if LogoConnect feature is used.
	Lock	Used for record based approval.
	Multiple Lock	Used to approve selected records collectively.
	Unlock	Used to cancel record based approval.
	Multiple Unlock	Used to cancel record approvals collectively for the selected records.
	Cancel/Undo	Used to cancel an order slip and to undo an order slip cancellation.
	Total Quantity By Unit	Used to list the total quantity of all the lines in the order slip by unit:
	Create Shortcut	Used to create shortcuts of the records.
	Send Shortcut	Used to send the created shortcuts to related users.
	Deleted Records	Used to list deleted records and rerecord if necessary in the event of using record revision history feature. The deleted records are listed with user and deleting time info.
	Modification History	Used to list the updated records with user, record description and modification time info in the event of using record revision history feature.

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Sales Orders