General order information is recorded in detail under the Other tab in the Sales Order window.
The Description field is used to enter general slip information.
Invoice Address: The shipment and billing addresses can be different. In case the billing address is different, it is selected under the Invoice Address section. The Code and Description fields list the invoices addresses that are recorded for the AR/AP of the Sales Order. Select the related address.
Invoice addresses are recorded using the Accounts Receivable / Payable browser > Related Records menu > Invoice Addresses option in Finance module.
The Other Codes field is used to enter the document tracking number and the order number on customer side. The customer order number is used as a filter in reports.
The Transaction Currency field is used to specify how the transaction currency exchange rate information related to lines will be transferred if the order slips are transferred into invoices. The default value is specified by "Update TC Exchange Rate in Dispatch/Order Transfer: Yes/No" parameter in Sales Management Trading Parameters. The field contains the following options:
- Use as is
- Update exchange rate
When "Use as is" is selected, the Transaction Currency information of the lines is directly transferred into the invoices. When Update Exchange Rate is selected, the transaction currency exchange rate information is updated by processing the exchange rate information at the invoice date.
The Pricing Currency field is used to specify how the pricing currency exchange rate information related to lines will be transferred if the order slips are transferred into invoices. The field contains the following options:
- Use as is
- Update exchange rate
When "Use as is" is selected, the Pricing Currency information of the lines is directly transferred into the dispatches and invoices. When Update Exchange Rate is selected, the pricing currency exchange rate information is updated by processing the exchange rate information at the invoice date.
The Price Parameters field is used to select price list to be used for invoice general.
The Deduction Rate field is used to specify the deduction rate for the order. The numerator and denominator default values are entered in System Settings module > Sales Management Default Values and Parameters.
In order to apply deduction on sales transactions, transaction amount and calculated VAT total must exceed the price limit determined by the government. This limit is recorded in Deduction Limits window accessed by System Settings module > Definitions menu.
Shipment Info
Ship To (Shipment Account) | This field is used to specify the AR/AP to which the shipment will be made. The Code and Description fields list the existing customers and the related record is selected. |
Shipment Address | This field is used to designate the shipment address. The Code and Description fields list the shipment addresses that are recorded for the AR/AP of the Sales Order. Select the related address. |
Use shipment address as billing address | If it is required to use the shipment address as the billing address, this box is checked. If it is checked, the shipment address is automatically transferred to the Invoice Address section located under the Other tab. |
Delivery Type | This field is used to designate the delivery method. It lists the existing delivery types. Select the related type in Delivery Types list. |
Shipping Agent | This field is used to designate the shipping agent. It lists the existing shipping agents. Select the related definition in Shipping Agents list. |
Transport Type | This field is used to designate the transport type. It lists the existing transport types. Select the related type in Transport Types list. |
Shipment quantity information of the sales order materials and services are accessed via the Shipment Info option located on the right click menu of the relevant line. However, Shipment transactions must be generated first. In order to do so, the "Generate Shipment Transactions" option located under the Operations menu in the relevant order slip is used.
AR/AP Code and Description | Indicates the relevant AR/AP to whom the order will be delivered. The AR/AP record specified in Shipment Info tab is transferred automatically and can be changed if required. |
Shipment Address Code | Indicates the shipment address. Shipment address specified in Shipmen Info tab is transferred automatically and can be changed if required. |
Shipment Address Description | Indicates the shipment address definition name or description. The description info is transferred automatically when the shipment address code is specified. The existing AR/AP records are listed, and the relevant record is selected. |
Quantity | Indicates the quantity information specified on the order slip. Order transaction quantity cannot exceed the total order quantity. Otherwise the application will give a warning accordingly. |
Delivery Type | Indicates the type of order delivery. The existing delivery types are listed, and the relevant type is selected. Delivery types are defined |
Shipping Agent | Indicates the shipping company who will perform the shipment. The existing shipping agents are listed and the relevant one is selected. |
Transport Type | Indicates the type of transport for the shipment. The existing transport types are listed, and the relevant type is selected. The transport types are defined in the System Settings module. |
The fields under the Shipment Transactions title list transactions by shipment address.
Shipment quantity totals must always be equal to the transaction quantity; therefore, the transaction is not recorded if they are not equal.
The fields on the Shipment Transactions section and their contents are:
Date: The contract date is displayed as default. This data can be changed if necessary.
Quantity: Indicates the quantity to be delivered. Cannot exceed the quantity defined for the related material + shipment address. For example, if the shipment addresses tab indicates that 30 pieces of material x will be delivered to shipment address y, the quantity total of lines entered on the Shipment Transactions list cannot exceed 30.
Order Quantity: Indicates the material/service order quantity.
Delivered Quantity: Indicates the delivered quantity.
Remaining Quantity: Indicates the undelivered quantity.
Notes
Notes field is used to enter general order information.
Images
Images tab is used to track the images of materials and material characteristics.