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Action:

Description:

Export information

When this button is pressed, the Export Information - EX0270 screen is presented. It allows you to enter relevant data to the export order.

Informações

title	Important

:

If any information about the import expenses is changed, on the Export Information - EX0270 screen, the order becomes incomplete, and it is necessary to place the order again.

When the system is parameterized to do the automatic generation of the export process, the export expenses will be suggested as described in the Expenses and Taxes Generation concept.

This button is enabled when the Export module is implemented and the customer entered for the order is foreign or trading.

Through the Global Parameters Maintenance - CD0101, it is possible to enable the Export module.

Easy Order Inclusion

This enables the quick inclusion of a sales order by assuming parameterized fields in the customer registration.

Copy Order

Click to copy an order. When the customer places a new order with the same customer as the current order, the delivery code may be the same as the original order and cannot be changed. When the customer of the new order is different from the current order, the delivery code will be the same as the customer default.

Nota

title	Note

You can only copy orders of type Simple. When copying orders, the quantities, values, and dates of the original order will be taken into account.

Suspend/
Reactivate Orders

Enables the suspension or reactivation of the sales order. See more information in the description of the Suspension window (PD4100A).

Cancel Order

Click to cancel the sales order. See more information in the description of the Cancellation Reason window (PD4100A).

Manual Physical Allocation

Click to allocate order items. See more information in the description of the Customer Order Allocation window (PD4100K).

Informações

title	Important

This button is enabled when:

The order is not being added or undergoing maintenance;
Order module parameters are set as Physical/Logical allocation. See more detail in the description of Order Parameter Update - PD0301.
The user parameters allow you to perform the Physical/Logical allocation. See more in the User Permission Maintenance - CD0821.

Expenses

You can add new expenses, as well as change or delete expenses already generated for the order. See more information in the description of the PD4100K1 screen.

Informações

title	Important

If the purchase order has been parameterized to generate expenses automatically, the customer relationships that are within the validity period will be displayed.

If the order has an automatic calculation operation nature and the expense is parameterized as Percentage, the system will look for the net amount of the invoice, applying the expense percentage over it. For those expenses parameterized as Amount, the system will assume the amount entered.

This button is enabled only when the user's tax country is the United States.

The hotkeys for activating this button are Ctrl+E.

Totalize Order

Click to totalize the order.

Confirm Order

Click to complete the order and confirm the sales order. This way, the system checks whether the order has items, performs the customer credit assessment, among other consistencies and functions, calculates order item values, and makes the order available for invoicing.

Nota

title	Note

When you choose Online Allocation, this is where the order allocations will be made.

Informações

title	Important

When the customer is foreign or trading and the Export Parameters - EX0180 is marked to generate the export process automatically, it is when you click this button that the export process will be generated. If the export process numbering control is manual, the Export window will be displayed, requesting the process number. If the control is set as automatic, the process will receive the following number of the last process, and this window will not be displayed. For generating the export process, the information previously defined in Export Data - EX0270 is used to compose the export process. Expected expenses will also be considered when generating the export process.

When the customer is foreign or trading and, in the Export Data - EX0270, expenses are entered in the sales order, these expenses will be apportioned for the order items when this button is pressed. Information referring to the expense apportionment are described in the Export Expenses Query - EX0401.

Automatic Order Invoicing

Click to calculate the invoice immediately after the sales order has been implemented. It is not necessary to exit the Sales Order module.

Informações

title	Important

To be able to run this function, the operation nature of the order must be automatic calculation. For more information, visit (International) Operation Nature Maintenance - CD0609.

Search

Allows you to locate the sales order by entering the customer's code, short name, or CGC.

Informações

title	Important

When you enter the customer code or CGC, the system will replace it with the short name, which is the sales order access key.

Parameters

The user can define whether expenses will be generated automatically.

Informações

title	Important

When accessing the Order Implementation function, it is indicated to set the parameterization of Operation Nature and Delivery Date updates before order maintenance.

Calculation simulation

When triggered, it displays the FT4015 report, simulating the calculation only for Simple type orders that have items with an open balance.

Informações

title	Important

This button is disabled for orders that are not open, and also for orders that are not of the "Single Order" type.

Order Profitability

When activated, the Profitability of Order - RE4000R2 screen is displayed, in which you can see the profitability of the order, as well as the profitability and price situation of each order item.

Informações

title	Important

This field is only available when profitability control is by order item, as defined in the Sales Price Management Parameters - PR0301, and the Partial Approval for Price option is checked.

Simulate Freight Calculation

When activated, the Simulate Freight Calculation (XC0408C) screen is displayed. In this window, it is possible to query simulations.

Informações

title	Important

This button is only displayed when the system is integrated to the TMS product and the option Simulate Freight is parameterized in the setup-shipper.

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Field:	Description:
Monthly Rate %	Percentage of the monthly interest rate. This rate will be charged from the customer by the bank that is financing the purchase.
Payment Term	Code of the customer's payment term agreed with the bank. This will be used for the bill when closing the Vendor module.
Grace	The number of grace days for calculating the base date. This information indicates the number of days from the transaction date necessary for closing the negotiation.
Base date	Base date for closing the negotiation. This date is calculated from the transaction date plus the number of grace days entered. Example: Transaction date: 03/01/99. Grace days: 5. Base date: 03/06/99.

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