Order and Inventory Management Data Dictionary

Sales_Order__c

Label: Sales Order

This Object describes a Sales Order which is an Agreement between a company and their Customer for pricing and delivery of goods (i.e., parts, facility supplies (MRO)) or services and is subject to a formal process of approval. This information is used in Sales, Inventory Management, Quality, and Finance processes

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Actual_Bill_To_Address__c Override Bill To Address Pre-Spring 2018 Actual Bill to Address if user wants to override address

Looks up to: Customer_Address__c
 Lookup
Actual_Ship_To_Address__c Override Ship To Address Pre-Spring 2018 Override the default ship to address for this Sales Order

Looks up to: Customer_Address__c
 Lookup
Applied_Discount__c Applied Discount Pre-Spring 2018 Amount of discount already put on an invoice.

 Currency(18,2) 0
Applied_Rebate_Amount__c Applied Rebate Amount Pre-Spring 2018 Total amount of applied rebates rolled-up from the sales order lines

 Currency(18,2) 0
Approval_Date__c Approval Date Pre-Spring 2018 Date and time when the Sales Order was approved.

 DateTime
Avalara_Location_Code__c Avalara Location Code Winter 2023 Code of the location in AvaTax that represents the physical location where the sales order is sold from. This is used for location-based filing in Avalara.

 Text(25)
Billed_Status__c Billed Status Pre-Spring 2018 Picklist:
Completely Billed
Not Billed
Partially Billed
Blanket_Order_Quantity_Limit__c Blanket Order Quantity Limit Pre-Spring 2018 Established quantity limit for the number of items that can be procured against this Order Agreement

 Number(6,0)
Blanket_Order_Spend_Limit__c Blanket Order Spend Limit Pre-Spring 2018 Established total spend limit for items that can be procured against this Order Agreement

 Currency(6,0)
Confirm_To__c Confirm To Pre-Spring 2018 The Customer's representative that placed the order

 TextArea
Currency__c Currency Pre-Spring 2018 Currency for the Sales Order

Looks up to: Currency_Master__c
 Lookup
Current_Promise__c Current Promise Pre-Spring 2018 The earliest promise date on the Sales Order line items.

 Summary
Customer_Account__c Customer Site Sold To Pre-Spring 2018 Looks up to: Account

 Lookup
Customer_Priority__c Customer Priority Pre-Spring 2018 Picklist:
Backorder
Expedite
Normal
Customer_Purchase_Order__c Customer Purchase Order Pre-Spring 2018 Reference the Customer's Purchase Order Number

 Text(80)
Customer_Quotation__c Customer Quotation Pre-Spring 2018 If the Sales Order was created from a Quote, this field references that Quote.

Looks up to: Customer_Quotation__c
 Lookup
Default_Bill_To__c Default Bill To Pre-Spring 2018 Formula:
Customer_Account__r.Name + BR()+ Customer_Account__r.BillingStreet + BR()+ Customer_Account__r.BillingCity + ', ' + Customer_Account__r.BillingState + ' ' + Customer_Account__r.BillingPostalCode + ' ' + BR() + Customer_Account__r.BillingCountry
 Text
Default_Ship_To__c Default Ship To Pre-Spring 2018 Default Ship to address

Formula:
Customer_Account__r.Name + BR()+ Customer_Account__r.ShippingStreet + BR()+ Customer_Account__r.ShippingCity + ', ' + Customer_Account__r.ShippingState + ' ' + Customer_Account__r.ShippingPostalCode + ' ' + BR() + Customer_Account__r.ShippingCountry
 Text
Deposit_Amount__c Deposit Amount Pre-Spring 2018 This is populated when a deposit invoice is created.

 Currency(18,2) 0
Deposit_Consumed__c Deposit Consumed Pre-Spring 2018 Currency(18,2) 0
Discount__c Discount Pre-Spring 2018 Discount amount on entire order.

 Currency(18,2) 0
Drop_Ship_Address_Validated__c Drop Ship Address Validated Winter 2023 Indicates whether the drop ship address has been validated against the addresses in the external tax calculation service. Automatically selected after you validate the drop ship address. Automatically deselected after you change any of the drop ship address fields.

 Checkbox false
Drop_Ship_City__c Drop Ship City Pre-Spring 2018 Text(100)
Drop_Ship_Country__c Drop Ship Country Pre-Spring 2018 Text(100)
Drop_Ship_Line1__c Drop Ship Line 1 Pre-Spring 2018 Text(100)
Drop_Ship_Line2__c Drop Ship Line 2 Pre-Spring 2018 Text(100)
Drop_Ship_Name__c Drop Ship Name Pre-Spring 2018 The Name for a drop shipment

 Text(100)
Drop_Ship_State_Province__c Drop Ship State / Province Pre-Spring 2018 Text(100)
Drop_Ship_Zip_Postal_Code__c Drop Ship Zip / Postal Code Pre-Spring 2018 Text(15)
Drop_Ship__c Drop Ship? Pre-Spring 2018 The attribute indicates whether a customer has specified a drop ship address

 Checkbox false
End_Date__c End Date Pre-Spring 2018 Established end date for when Items can be procured against this Order Agreement

 Date
Engagement__c Engagement Spring 2021 Engagement this sales order relates to.

Looks up to: fferpcore__ff_Engagement__c

 Lookup
Existing_SO_Number__c Existing SO Number Pre-Spring 2018 Text(80)
External_Tax_Status__c External Tax Status Winter 2023 Status of the external tax calculation if using an external system to calculate tax for the sales order.

 Picklist:
Calculated
Not Calculated
FOB__c FOB Pre-Spring 2018 e.g., Destination, Origin, COD

 Text(100)
Freight__c Freight Pre-Spring 2018 e.g., Bill, Prepay, Collect

 Text(100)
Fulfillment_Date__c Fulfillment Date Pre-Spring 2018 This is the date and time when the last shipment was recorded for the Sales Order. All lines have been satisfied. Once this date is filled in, no changes can be made to the Sales Order.

 DateTime
Invoice_Memo_Long__c Invoice Memo Pre-Spring 2018 Can be populated from the AP Voucher screen or the Invoice/billing screen - used in a drop ship mode

 Html(32768)
Invoice_Memo__c Invoice Memo Pre-Spring 2018 Can be populated from the AP Voucher screen or the Invoice/billing screen - used in a drop ship mode

 TextArea
Language__c Language Pre-Spring 2018 Text(100)
Number_Lines__c Number Lines Pre-Spring 2018 The number of lines on the Sales Order.

 Summary
Number_New_Lines__c Number New Lines Pre-Spring 2018 The number of lines with status New on the Sales Order.

 Summary
Original_Sales_Order__c Original Sales Order Pre-Spring 2018 Looks up to: Sales_Order__c
 Lookup
Override_Billing_Account_Address__c Override Billing Account Address Pre-Spring 2018 Looks up to: Customer_Address__c
 Lookup
Override_Billing_Account__c Override Billing Account Pre-Spring 2018 Looks up to: Account

 Lookup
Ownership__c Ownership Pre-Spring 2018 Looks up to: Ownership_Code__c
 Lookup
Partial_Invoicing__c Partial Invoicing Pre-Spring 2018 Yes - new invoices will be generated for each shipment No - each shipment will add to the same invoice until all shipments are complete.

 Picklist:
No
Yes
Partial_Shipments__c Partial Shipments Pre-Spring 2018 Override the custom setting partial shipments by selecting a value other than blank value.

 Picklist:
No
Yes
Payment_Terms_Name__c Payment Terms Name Pre-Spring 2018 Formula:
Payment_Terms__r.Terms_Name__c
 Text
Payment_Terms__c Payment Terms Pre-Spring 2018 Payment terms default from the account. If the sales order is created from a quote, the terms on the quote override the terms from the account.

Looks up to: PO_Payment_Terms__c
 Lookup
Payment_Type__c Payment Type Pre-Spring 2018 The method that is going to be used to pay for this Order. If payment type is Purchase Order then the Customer Purchase Order number field must be preset. If the Payment type is Credit Card then credit card information must be present.

 Picklist:
Credit Card
Purchase Order
Price_Type__c Price Type Pre-Spring 2018 Governs how items are automatically priced.

Looks up to: Price_Type__c
 Lookup
Primary_Sales_Rep__c Primary Sales Rep Pre-Spring 2018 The user who is primarily responsible for the Sales Order

Looks up to: User

 Lookup
Remaining_Deposit__c Remaining Deposit Pre-Spring 2018 Formula:
Deposit_Amount__c - Deposit_Consumed__c
 Currency(18,2)
Revision__c Revision Pre-Spring 2018 The revision number of the sales order. This value is updated whenever an approved sales order is updated.

 Number(3,0) 000
Sales_Channel__c Sales Channel Pre-Spring 2018 Lead Generation Point

 Picklist:
Outside Sales
Tele-Sales
Web-Site
Sales_Order_Date__c Sales Order Date Pre-Spring 2018 The date the Sales Order version was created

 Date Today() + 0
Sales_Order_Name__c Sales Order Name Pre-Spring 2018 Enter a Name for the Sales Order. This is optional

 Text(255)
Sales_Representative_Instructions__c Sales Representative Instructions Pre-Spring 2018 These are the Sales Representative's general instruction notes to the Customer, used for external purposes

 LongTextArea(32000)
Sales_Representative_Notes__c Sales Representative Notes Pre-Spring 2018 These are the Sales Representative's general notes regarding this Sales Order, used for internal purposes

 LongTextArea(32000)
Shipment_Options__c Shipment Options Pre-Spring 2018 MultiselectPicklist:
Advanced Shipment Notice – E-Mail
Advanced Shipment Notice – FAX
Collect on Delivery
Delivery Confirmation
International Shipment
Signature Required
Shipment_Services__c Shipment Services Pre-Spring 2018 Picklist:
Company Truck FTL
Company Truck LTL
Courier
Most Economical
Overnight
Three (3) Day
Two (2) Day
Shipment_Status__c Shipment Status Pre-Spring 2018 The status of shipments for this Sales Order

 Picklist:
All Items on Backorder
Allocated
Back Orders Exist
Fulfilled
Open
Partially Allocated
Partially Shipped
Pending Allocate
Pending Pulling All Items
Pending Pulling Partial Items Ordered
Pulled All Items Pending Shipment
Pulled Partial Items Pending Shipment
Standard_Order_Detail__c Standard Order Detail Pre-Spring 2018 Looks up to: Standard_Order_Detail__c
 Lookup
Start_Date__c Start Date Pre-Spring 2018 Initiation date for when Order Agreement becomes effective

 Date
Status__c Status Pre-Spring 2018 Current status of the Sales Order.

 Picklist:
Approved
Cancelled
DS Approved
DS Submitted for Approval
Dis-Approved
New
Recalled
Revised
Submitted for Approval
Tax_Code__c Tax Code Pre-Spring 2018 Choose appropriate Tax Code

Looks up to: Tax_Code__c
 Lookup
Tax_Exemption_Group__c Tax Exemption Group Pre-Spring 2018 Text(100)
Taxable__c Taxable? Pre-Spring 2018 Checkbox false
Total_Customer_Rebate_Discount__c Total Customer Rebate Discount Pre-Spring 2018 Total customer rebate amount rolled up from the sales order.

 Currency(18,2) 0
Total_Open_Value__c Total Open Value Pre-Spring 2018 Summary
Total_Tax__c Total Tax Winter 2023 Total amount of tax on the sales order.

 Currency(9,2)
Total_Value_After_Rebate__c Total Value After Rebate Pre-Spring 2018 Total value of the sales order after customer rebates.

Formula:
Total_Value__c - Total_Customer_Rebate_Discount__c
 Currency(18,2)
Total_Value__c Total Value Pre-Spring 2018 Sum of the price of all non-cancelled lines.

 Summary
Warehouse__c Warehouse Pre-Spring 2018 Allocated Warehouse

Looks up to: Warehouse__c
 Lookup


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