Creating a Sales Order

To create a sales order:

  1. Click the Sales Order tab.
  2. Select the Customer Site that the items are being sold to.
  3. Enter the date on which the order was placed.
  4. Complete the remaining fields. See Sales Order Fields.
  5. Click Save.

To add a sales order line item:

  1. Click New Sales Order Line Item in the Sales Order Line Items related list.
  2. Select the type of sales order line that you are creating and click Continue.
  3. Enter the Item being sold in the Item Master field.
  4. Enter the number of items sold.
  5. Enter the Commitment DateClosed The original date that you have committed to for delivery of the goods or services you are selling. This date along with the current promise date and the date of receipt is used by your customer to evaluate your performance..
  6. Enter the PriceClosed The selling price for one unit of measure..
  7. Complete the remaining fields. See Sales Order Line Fields.
  8. Click Save.

To cancel a sales order line from the Sales Order Line Item page:

  1. Classic mode
    1. Click Cancel Line.
  1. Lightning mode
    1. Click Edit.
    2. Click Cancel.
Warning:

You must not manually change any of the following:

  • The Shipment Status of a sales order
  • The Line Item Status of a sales order line item
  • The line Item Quantity Backordered

Manually changing the statuses interrupts the normal automated system process and the system will not run the backorder processes as expected.

Note:

When a sales order has intangible and tangible line items the sales invoice for the tangible items is created when the item is shipped. The invoice for the intangible item is created using the bill function on the sales order.

Sales Orders with Discounts Applied

Sales order line items associated with a sales order that has a discount applied at the header will not be credited should the items be returned.

Allocating Inventory to a Sales Order

To allocate inventory to the sales order do one of the following:

  • Click Allocate on the sales order.
  • Click Allocate on each sales order line.