Histórico da Página

...

Field/Action:

Description:

Enter Quantity in the customer’s measurement unit

Select it to display the quantities entered for the sales order in the customer measurement unit, provided item parameters are set to assume the customer measurement unit CD0504. You can set the parameters for this information in the User Permissions Maintenance - CD0821 program. The Sales Order will receive it automatically.

Show available stock balance of item

When checked, it defines whether the program, when an item is entered for the order, should display the stock balance in the Available Quantity field and column.

Round item quantity to multiple of batch

When checked, it indicates that the system will automatically round (showing a message on screen) the quantities entered in the sales order to the multiple quantity of the item when it is parameterized to use Multiple Sales Batch in the program Item Maintenance for Billing - CD0903. You can set parameters for this information in the User Permissions Maintenance - CD0821 program. Sales Order - PD4000B parameters will receive it by default.

Nota

title	Note:

The quantity will be rounded even if the user (CD0821) has permission to enter different quantities from the multiple batch.

Keep reference on item inclusion

When checked, indicates that, in the inclusion of items that are controlled by reference in Sales Orders, the last informed reference will be automatically brought to the order item to speed up the implementation process.

Keep item on item inclusion

When checked, indicates that, in the inclusion of the Items, the last informed item will be automatically brought into the order to speed up the implementation process.

Multiply Component Qty by Composite Qty

When checked, it defines whether the component quantity (secondary items of the structure) should be multiplied by the quantity informed for the configured/composite product. You can set parameters for this information in the User Permissions Maintenance - CD0821 program. Sales Order - PD4000B parameters will receive it automatically.

Assign Total Price of Components to Composite

When checked, it defines whether the total price of the components will be attributed to the price of the composite product.

Update Partially Serviced Items/Deliveries

When checked, it indicates that partially served items will be updated. Every change to the Sales Order header (example: delivery date) that gets exported to the order items and affects the price list will recalculate or not the partially serviced items, depending on this field's parameter settings.

Reopen Quotation when Canceling Orders

When checked, it indicates that the sales quotation will be reopened if the sales order is canceled.

Operation Nature Update

The options available are:

Do Not Update Items: When checked, it indicates that, when the sales order operation nature changes, it will not be updated in the order items.
Update Items with the Same Nature: When checked, it indicates that when the nature of the operation changes, all sales order items that have an operation nature equal to the original one will be updated.
Update All Items: When checked, it indicates that when the nature of the operation changes, all order items will be updated with the new nature.

Update Message Code

When checked, the message code will be updated when the nature of operation changes. The message code is registered in the Operation Nature Maintenance - CD0606 program.

Update End Consumer

Check this field to handle the “Destination of Goods” field; that is, whether to keep its contents or not (end consumer or industrialization/commerce).

If checked, the field specified above displays contents in accordance with the new operation nature. If not, regardless of whether the nature of the operation changes, the contents of the “Destination of Goods” field will be maintained as previously entered.

Auto-generate Expenses

When checked, it indicates that order expenses will be generated automatically, searching them in the expense x customer relationship.

Informações

title	Important:

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

Update Delivery Location Field

The options available are:

Do not update Items: When checked, indicates that the Order Items will not change if the Sales Order Delivery Location changes.
Update items with the same location: When checked, indicates that, when changing the delivery location in the Sales Order header, items that have a delivery location equal to the original delivery location in the sales order will be updated.
Update All Items: When checked, it indicates that, if the delivery date is changed in the sales order header, all order items will be updated with the new one.

Update Delivery Date field

The options available are:·

Do not update Items: When checked, it indicates that, when the sales order delivery date changes, it will not be updated in the order items.

·

Update Items with the Same Date: When checked, it indicates that, if the delivery date is changed in the sales order header, all order items with the original delivery date will change to the new one entered.

·

Update All Items: When checked, it indicates that, if the delivery date is changed in the sales order header, all order items will be updated with the new one.

Price List Update field

The options available are:

·

Do not update Items: When checked, it indicates that, regardless of the price type of the order, any change in the price list in the order header will not influence the items in the order. Only the price list in the order header will be changed.

·

Update items with the same list: When checked, it indicates that, regardless of the price type, only items that have the same original price list as the order header will be changed. If the order has the price type "entered", only the item's price list will change; otherwise, the items' original price list and price will change. This rule also applies to the "Update all items" parameter.

Nota

title	Note:

When changing the price list in the order header, if you enter a price list that does not contain all the items in the order, the following message will be issued for each item: "5285 - Item not registered in the Price List" This message will only appear if the price type is other than "entered". This rule also applies to the "Update all items" parameter.

·

Update all items: When checked, indicates that, regardless of the price type, all items will be changed, even those that do not have a price list.

Update Price List Discount

When checked, indicates that, regardless of the price type of the order header, when updating the price table, the value of the "Discount Price List" field should be changed according to the new list entered.

This field is only disabled when the "Do not update items" option is selected.

Use Item x Customer Relationship

Enter whether to use the item and customer relationship defined in CD0504.

Customer X Item Generation·

Auto-generate: When selected, it indicates that if there is no item x customer relationship already implemented, it will be done automatically in the sales order implementation.

·

Do not generate: When selected, it indicates that, if there is no item x customer relationship already implemented, it will not be generated automatically in the sales order implementation. In this case, the user must implement this relationship later using the Customer Items Update - CD0504. You can set the parameters for this information in the User Permissions Maintenance - CD0821 program. The Sales Order will receive it automatically.

Update Business Unit

The options available are:·

Do not update Items: When checked, indicates that, if the business unit is changed in the sales order header, it will not be updated in the order items.

·

Update items with the same business unit: When checked, it indicates that, if the business unit is changed in the sales order header, all order items with the original business unit will change to the new one entered.

·

Update All Items: When checked, it indicates that, if the business order is changed in the sales order header, all order items will be updated with the new one.

Save

Save to user preferences and keep the changes when adding orders until you make a new change.

...

Adding an Order - Order - Main Screen:

Field/Action:

Description:

Customer Order No.

Displays the customer's order number, which you can change on the Select a Template screen.

Customer

Abbreviated name of the customer.

Order Total Value

Display the total value calculated for the order.

Total Estimated Weight

Estimated total weight of all items in the order.

Serviced Est Weight

Estimated weight of items serviced.

Est Weight Pending

Estimated weight pending.

Nota

title	Order Weight Information:

Display the estimated total weight of the items serviced and the estimated total weight of all items in the order. To calculate the weight, information from the billing item register - CD0903 is used. The calculated weight is the gross weight of the items.
To update the order weight total, the user must calculate the order.
Items with status canceled are not used in the weight calculation.
The weight of items with status equal to serviced or partially serviced is used in the information “Serviced Estimated Weight”. The other items are used in the information “Total Estimated Weight”.
When the item status is partially serviced, the calculation of the information "Serviced Estimated Weight" uses only the serviced quantity of the item.
The weight information is defined as “estimated” because it does not use the weight of packaging, a weight already used when loading the order.

Expand/Retract

Press this button to hide/show some information onscreen, gaining space to better view item data.

...

This tab shows all order items for query and editing.

Field/Action:	Description:
+Add	Press this button to open item addition screen, with all configurable fields.
Quick Addition	Press this button to open a window only with basic fields for adding items to the order and some more that you can configure.
Add Child Item	This button only works when a parent item is selected on the item grid. It opens the child item addition screen, which is equal to the traditional item addition screen, but only with the fields required for the child item, such as: Item, Reference, Quantity and Invoicing Measurement Unit, Sequence, Quantity and Stock Measurement Unit and Unit Value.
Edit	Open the same item addition screen in editing mode. This button is only enabled when an item is selected on the grid. In editing mode, the Sequence, Item, and Reference fields are disabled.
Editing on the Grid	Click this option to make some columns on the grid editable and display the Save Changes and Cancel Changes buttons. Double click the grid to activate editing on it as well.
Save Changes	This button is only active when the user activates editing on the grid. It sends the items edited to the order so they can be saved. A successful save disables editing on the grid.
Discard Changes	This button is only active when the user activates editing on the grid. It discards all changes the user has made to the items since activating editing on the grid.
Remove	This button is enabled only if 1 or more items are selected on the item grid. Clicking it prompts the user to delete the selected items from the order.
Cancel	This button is enabled only if 1 or more items are selected on the item grid. Clicking it prompts the user for a code and cancellation reason, canceling the items in the order.
Show Child Items	Specify whether to display the child items of compound/configured products in the order item list. Select it to display the child items.

...

Adding an Order - Order - Full Item Addition/Editing Screen - Item Identification Group:

Field/Action:

Description:

Sequence

Item implementation sequence number in the sales order. With permission, the user can edit this field CD0821.

Item

Item code for sales order implementation.

Important:

Informações

title	Important:

For shipping orders for processing/consignment, you can enter the configured/composite items (primary item components) for the order. In this case, only the primary item checks out the stock and moves the balance from third parties. When derivate items check out stock, the system does not move the operation balance held by third parties. The prerequisites for entering the configured/composite item are:

·

Operation Nature: must perform transaction with balance held by third parties, check out stock and be the type of shipment for processing/consignment CD0606;

·

Parent-Item: set its parameter to check out stock CD0903.

Reference

Reference of item deployed in sales order.

Informações

title	Important:

This field is only available for items that are tracked by reference.

Bonus Sequence

Item sequence number in the bonus request.

...

Adding an Order - Order - Full Item Addition/Editing Screen - Quantity Group:

Field/Action:

Description:

Quantity Billing MU

The desired quantity of the item and the measurement unit of this request.

Quantity Requested

Quantity in the measurement unit the of item in stock (internal). When the measurement unit of the quantity (Billing MU) differs from that of the stock, it is converted to this MU, as shown in this field. This quantity is used internally for allocations and stock check out. The conversion factor for converting from the customer unit to the stock unit is initially taken from the item x customer x mu relationship - CD0504 and later from the relationship between item and measurement unit - CD0247.

Billing MU

Unit of measure with which the invoice is issued. You may enter an MU different from the stock one to service certain customers (CD0504).

Measurement Unit

Measurement Unit of item stock.

MU by Pckg

Display the unit of measurement information of the business family CD0206.

Qty by Pckg

Display quantity information per package in the business family unit.

Informações

title	Important:

The quantity per pack value comes from the calculation "ttOrderItemSearch.qt-por-emb = ITEM.ft-conv-fmcoml / exp(10, ITEM.dec-conv-fmcoml)." CD0903 fields: Coml Family Conf Ft and number of decimal places of the business family conversion factor.

Quantity Available

The available quantity of the item in stock.

Informações

title	Important:

This information will only be displayed for finished product warehouses and if the Show Item Available Stock Balance field of the "Parameters" folder is checked. Check details in the Check Stock Balance field in User Permission Maintenance - CD0821.

Quantity Available in Quotas

The quantity of the item available in the Quota Management module.

Informações

title	Important:

Displays the quota always available in the order item's measurement unit, not the unit tracked in Quota Management.

Quantity to Allocate

Display the quantity (physical or logical) allocated for the item during the sales order deployment/editing process.

Nota

title	Note:

If you have to allocate the item before confirming the order, select the field Release Stock without Evaluation found in the Customer Credit Information - CM0102 program, but the final allocation will be made only after the sales order has been confirmed.

To allocate items manually, when deploying/editing the order, the user must have permission registered in the User Permission Maintenance - CD0821 program and the parameters of the Sales Order Parameters Maintenance - PD0301 program must be selected: Online, Manual. In this case, you can view the allocated quantity only after manually allocating the items in the sales order header.
To allocate items automatically when deploying/editing the order, the parameters of the program Sales Order Parameters Maintenance (PD0301) must be selected as: Online, Automatic. In this case, you can view the allocated quantity after confirming the item.

Adding an Order - Order - Full Item Addition/Editing Screen - Price Group:

Field/Action:

Description:

Original Price

The original price of the item when the price type of order items is "Entered". If the sales order price type is “Deployment Day” or “Billing Day”, this field is not enabled, displaying the price in accordance with the selected sales table selected.

Informações

title	Important:

The original price, when informed, must contain the financial additions and ICMS included if the company has the value of the ICMS added to its prices.
If the Configured Value Management Module is in force, it updates the price of the item. The valuation is described in Item Valuation Configured by the Configured Value Management Module.

Billing MU Original Price

The price of the item in the measurement unit in accordance with the MU entered in the "Billing MU" field, when an MU different from stock is entered, is converted to the price of the customer's measurement unit.

List Price

Price from price list.

Net Price

Net price of the item, displayed when editing the item after adding it.

Price List

The number of the price list used for the item sequence. This list is entered on the sales order main screen and can be changed for the order item.

Price List Discount %

Discount percentage by quantity of items sold, set in function CD1508.

Use Discount Table

When checked, it indicates that the discount table will be used to search for discounts to be applied to the total value of the item. See details in the Discounts Applied to the Sales Order Using the Discounts Table concept description in the Discounts and Bonuses Reference Manual CD1558.

Entered Discount Value

Enter a discount amount to apply to the sales order item.

Entered Discount %

The discount percentages for the item. You can enter more than one discount percentage, connected by a plus sign. See the description of the concept Discounts Applied to the Sales Order Item in the Discounts and Bonuses Reference Manual and in the feature Discount Tables Maintenance - CD1558.

...

Adding an Order - Order - Full Item Addition/Editing Screen - Tax Data Group:

Field/Action:

Description:

Operation Nature

Item operation nature. The system allows the you to edit the operation nature entered and also allows issuing invoices with more than one Operation Nature. For the field Operation Nature of Sales Order Items, the system automatically brings the nature entered in the sales order header, but allowing a different nature for that item or sequence entered.

Informações

title	Important:

By entering an operation nature that moves the balance held by third parties, processing/consignment shipment type and the primary item parameterized to check out stock, you can enter a configured/composite item for the order.

Tax Classification

Displays the tax classification of the item. See details in the Tax Classification field, Item maintenance for invoicing - CD0903.

Informações

title	Important:

The tax classification of the item is only brought to the order item when the item is Direct Debit or when the item has a different IPI. You can edit this information in the order.

ICMS Withheld by Tax Authorities

When checked, indicates whether or not there will be ICMS calculation withheld for the item in the sales order.

See details in the description of the concept Calculation of Taxes, Billing Reference Manual.

ICMS Discount %

The item's ICMS discount percentage, defined in the Operation Nature entered for the item. View details in the Disc % field. ICMS, function Operation Nature Maintenance - CD0606.

IPI Rate

Rate of the Tax on Industrialized Products (IPI), levied on commercial operations of the item deployed, according to the Tax Legislation in effect.

Informações

title	Important:

This field will only be enabled for the user if the item has differentiated IPI.

ISS Rate

ISS rate on the sales order item.

ISS Service Code

Code of the service to be related to the sales order item, so that the search for the withholding percentage of the ISS withheld is performed at the time of the bill's calculation.

Goods Destination

Goods destination (Trade/Industry or Own Consumption/Active) per item in the order sale. The goods destination information can be edited to be different from the header.

Informações

title	Important:

The system must be properly configured to enable you to edit this information. In PD0301, activate the parameter in the General - Goods Destination per Item tab. In CD0821 on the Items - Destination Goods Item tab, it is possible to give the user permission to change or not the Destination Goods by Item field in the purchase order.

If the user does not have permission to change but the functionality is active, the information of the destination of the goods will change according to the information of the nature of operation if it is changed in the inclusion of the item, if the nature is not changed in the inclusion of the item it will assume the destination of the header goods.

Adding an Order - Order - Full Item Addition/Editing Screen - Service Information Group:

Field/Action:

Description:

Type of Service

The sales order item service type, which can be:·

Total.

·

Partial.

·

Partial with canceled balance.

Delivery Location Code

Displays the delivery location for the order in question as defined in the sales order header. This information is editable for the item.

Informações

title	Important:

In addition to setting the delivery address for the item, this information is used to search for taxes.

Billing Unit

Set the billing unit to be used when issuing the invoice for the item.

The options are:·

Item Unit

·

Family Unit

·

Billing Unit

Earliest Date of Service

The earliest date allowed for billing.

Service Deadline

The latest date allowed for billing.

Partial Billing Min %

Displays the minimum percentage allowed to invoice the partial sales order, defined by the customer. See details in the Customer Update feature (CD1510) in the General Registration Reference Manual.

First Del Dt

The current date as the sales order item delivery date, which you can edit.

Informações

title	Important:

In addition to setting the delivery date of the item, this information is used to search for taxes.

Orig Delivery Dt

Displays the current date as original delivery date of the sales order item.

...

Adding an Order - Order - Full Item Addition/Editing Screen - Other Information Group:

Field/Action:

Description:

Customer Purchase Order

Number of the customer's purchase order.

Installment

The customer’s purchase order installment number.

Business Unit

The business unit of the sales order item.

Nota

title	Note:

The business unit code is only enabled when the parameters “Business Unit” found in Distribution Parameters - CD2000, and "Business Unit" found in the maintenance of User Permissions - CD0821 are selected.

Initially, the business unit that comes from the site's relationship to the sales order item is suggested in this field.

When parameterized to use a business unit, this field must be filled in.

When you enter the business unit and add the order, the system validates the following:

·

If the logged-in user group has transaction permission on the entered business unit.

·

If the sales order site has access to the entered business unit according to the expiration dates of this relationship.

·

If the cost center of the ledger account of the order item has access to the entered business unit.

CRM Campaign

When the CRM module is enabled, you can enter the CRM Campaign data into the order.

Service Site

This field is only enabled when the Sales Center is enabled in the Order Parameter Maintenance - PD0301. It suggests the Service Site parameterized in the Service Site Relationship Registration - CD2018. If the user has permission in the User Permission Maintenance - CD0821, the service site can be edited.

Ledger Account

Enter the cost ledger account for the direct debit items. See details for direct debit items in the "Control Type" field, Items for Stock feature, Information Preparation process, Stock Reference Manual.

Cost Center

Cost center for direct debit items. See details for direct debit items in the "Control Type" field, Items for Stock feature, Information Preparation process, Stock Reference Manual.

Ledger Cost

Enter the accounting cost value of the direct debit item.

Notes

Notes for the sales order item, if necessary.

...

When placing the sales order, when the Discounts and Bonus module is deployed, check the Validate discounts parameter of the discount policy (Discounts and Bonus Parameters - BN0301). If the field is checked, the total percentage of sales order discounts must be validated against the user's maximum % discount field. If the field is not checked, the total % of discounts must be calculated disregarding the discounts of the Discounts and Bonuses module which, in this folder, are: Discount 1, Discount 2, Discount 3, Discount 4, Discount 5, Discount percentage referring to the payment term, discount percentage referring to the controlled period.

Field/Action:

Description:

Period Discount %

Discount percentage for the period.

Informações

title	Important:

This discount is only available when the Discounts and Bonuses module is deployed and properly parameterized to grant discounts per period.

Term Discount %

Displays the discount percentage by average payment term.

Informações

title	Important:

This discount is only available when the Discounts and Bonuses module is implemented and properly parameterized to grant discounts per payment term.

This discount is set in the payment term CD0404.

Grant Bonus Qty

When checked, it indicates that a bonus will be granted by quantity.

Discount 1

Percentage or value found in the search for the best discount from the discount table, to be applied for the first discount, defined in Discount Table Maintenance - CD1558.

Informações

title	Important:

The field name (example Discount (1)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed.

Discount 2

Percentage or value found in the search for the best discount from the discount table, to be applied for the second discount, defined in Discount Table Maintenance - CD1558.

Informações

title	Important:

The field name (example Discount (2)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed.

Discount 3

Percentage or value found in the search for the best discount from the discount table, to be applied for the third discount, defined in Discount Table Maintenance - CD1558.

Informações

title	Important:

The field name (example Discount (3)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed.

Discount 4

Percentage or value found in the search for the best discount from the discount table, to be applied for the fourth discount, defined in Discount Table Maintenance - CD1558.

Informações

title	Important:

The field name (example Discount (4)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed.

Discount 5

Percentage or value found in the search for the best discount from the discount table, to be applied for the fifth discount, defined in Discount Table Maintenance - CD1558.

Informações

title	Important:

The field name (example Discount (5)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed.

Load Discounts

When activated, it allows you to update the discounts for the order item based on the Discount Table Maintenance - CD1558.

Apply Discounts

Edit the discounts on the Grid and press this button to apply the grid discounts to the order item.

Grid with discounts

Displays discounts as defined in Discount Table Maintenance - CD1558. You can change discounts to apply to the order item.

Save and New

Press this button to save the current record and restart to add the next one.

Save

Press this button to save the current record and close the screen.

Close

Closes the screen without saving changes, if any.

...

On this screen you can define some rules to use in product searches.

Field/Action:	Description:
Customer Items	When checked, it uses information from customer items in the product filter.
Use Business Family	When selected, it uses the business family data entered in the product filter's "Business Family" field.
Use Stock Group	When selected, it uses the stock group data entered in the product filter's "Stock Group" field.
Business Family	Enter which business family to use in the product filter. If you enter a family and select the parameter above "Use Business Family", your filter will only use the items in that family.
Stock Group	Enter which stock group to use in the product filter. If you enter a stock group and select the above parameter "Use Stock Group", your filter will only use the items in that stock group.
Order Price List Only	When selected, product searches will use only the price list entered in the order header. This information will also be used when fully adding items. If deselected, the price list entered in the "Price List" field is used, which may differ from the price list on the header. When selected, the price list on the header's "Price List" field is loaded, leaving this field disabled.
Price List	Price list to be used in product searches. The list entered will be used for pricing purposes when fully adding items. This field is enabled if the "Order Price List Only" parameter is deselected.
Apply and Save	Click this button to apply and save the changes made onscreen, saving the user preferences when issuing new orders.
Apply	Click this button to apply the changes made onscreen to the current order only, without saving user preferences for issuing new orders.
Cancel	Click it to close the screen without saving changes, if any.

...

On this screen, you can query products in stock. To open this screen, click the "Qty Available" column icon and the "Quantity Available" field icon of the full item addition screen.

Informações

title	Important:

The available balance displayed in the "Qty Available" column and the "Quantity Available" field uses all the available balance in the system, including external deposits. The information displayed on the Item Inventory screen lists the balances taking into account the settings saved on the Parameters screen.

Field/Action:	Description:
Parameters	In the "Gear" button on the top right-hand corner, you can set parameters for displaying the balance in stock. On this screen, you can set the data displayed in the fields below. The options are: · Site · Cut-off Date (the current date is default) · Deposit Type (Internal, External or All) · Deposits (Select Deposits and Clear Deposits) · Use QC Deposits · Order Qty Available Reduction · Order Status (Use Open Orders and Use Partially Fulfilled Orders) · Order Parameters (Orders Not Evaluated, Orders Evaluated, Orders Approved, Orders Rejected and Orders Approved in Discount WF)
Item	Display the code and description of the item.
Reference	Display the item reference (when item controlled by reference).
Measurement Unit	Display the measurement unit of the item in stock.
Balance in Stock	List the balance available in stock for the current item.
Allocated Quantity	Display the amount allocated for the item, the value consists of Item Allocation Quantity, and the allocation made on orders (if any).
Security Quantity	Display the quantity of security in stock for the item if any.
Initial Balance	Initial balance as configured, cut-off date entered in parameters. The value consists of: Balance in stock discounting the amounts of Security Quantity and Allocated Quantity, being mindful that the allocated quantity can also be composed of allocation made in the orders.
Show Details	Click this button to display the grid with inventory details, listing the following columns: Sales Order, Production, Reservation, Purchase Order and Available. Next to the Date column, you can further expand and detail the information, and check stock allocations on Orders, Production Order, Reservations and Purchases.

...

You can only enable the buttons and fields if the request is available for changes. The fields follow the business rule, being enabled in accordance with the business user register CD0821.

Informações

title	Important:

The fields on this screen are detailed above in the item: Adding an Order - Order Screen - Header:

Adding an Order - Order - Payment Tab:

...

If the payment term field is not available on the Order Field Settings screen, the user cannot view this tab.

Field/Action:

Description:

Payment Term

This field displays the payment term entered on the header, which you can edit. By editing or entering a payment term, you will generate duplicates as defined in CD0404.

Sequence

Displays a sequential number for the payment term. You can edit this information. This column is displayed for special payment terms.

Due Date Type

Set due term. Select one of the options:·

Days from the Date.

·

Cash.

·

Prepayment.

·

Cash on delivery.

·

After 10 days.

·

After 15 days.

·

After 1 month.

·

After 1 week.

·

Presentation.

Due Date

Installment Due Date.

Nota

title	Note:

If you choose to enter the validity by due date, this criterion must be followed for the other installments of the order. When opting for a due date, do not enter Paymt Days.

Paymt Days

The number of days until installment due date.

Nota

title	Note:

If you choose to inform the due date by day of the due date, this criterion must be followed for the other installments of the order. When opting for due date days, do not enter the Due Date.

%Payment

The percentage to be applied to the total order value for payment.

Installment Val

The installment value payable.

Notes

Note.

...

If the financing table field is not available on the Order Field Settings screen, the user cannot view this tab.

Field/Action:

Description:

Financing Table

Select the financing/interest table to apply to the order. With this information the system adds the selected financing rate and generates the original price right when the sales order sequence is implemented. Initially the system displays the payment term financing table entered.

Informações

title	Important:

When the price type is the Price Entered, the rate for obtaining the original price is not applied and you must enter it manually.

When the payment term is a special term (blank Payment Term field on header), this field displays the default financing table, which you can set in Order Parameter Maintenance - PD0301.

Sequence

Select the sequence of the financing/interest rate from the financing table. This number determines which index to apply for price correction of sales order items. Initially this field displays the financing index sequence or interest percentage according to the average payment term entered for the order.

Informações

title	Important:

If the company does not use price correction in credit sales, leave this field blank. That way, the program will not fix the products prices.

When the payment term is a special term (blank Payment Term field on header), this field displays the default index, which you can set in Order Parameter Maintenance - PD0301.

Average Term

Average term calculated in accordance with payment term or installments of special payment term.

Days

Number of days to be used as a basis for setting the index.

Index

Rate or index to be applied for the quantity of financing days.

Adjusted Value

Adjusted value considering the current value of the order and the financing index.

...

If the prepayment fields are not available on the Order Field Settings screen, the user cannot view this tab.

Field/Action:

Description:

Has Prepayments

When checked, it defines that the order has prepayments.

Informações

title	Important:

If the customer has already made an early payment to the company, the system lets you enter the amount that was anticipated. With this information, billing, when generating the trade bills that will be base for the bills in Accounts Receivable, will use the prepayment code for the trade bill. Thus, when the bill is generated, it will already be known that it has a prepayment on Accounts Receivable, and it is up to the module user to manually update the bill and the corresponding payment. When you partially invoice a sales order whose invoice value is lower than the advanced payment, the system generates a trade bill with a prepayment code, and changes the anticipated amount in the sales order leaving only the unused balance. As billing provides for the possibility of joining sales order, but has no history to inform from which sales orders the prepaid amounts were acquired, in case of cancellation of an invoice in advance, the anticipated amount will not be reinstated in the order. Such procedure must be performed manually.

See details in the "Prepayments" concept, Invoice Generation process, Billing Reference Manual.

Prepayment Date

Enter the date of the prepayment.

Prepayment Value

Enter the value of the prepayment.

Notes

Enter a note, if any.

...

On this screen, register the export information pertinent to the sales order. Same information as the Export information - EX0270 program. This option is only available for export orders.

Informações

title	Important:

All fields are available for editing, even after you finish adding the order, including after the order is linked to the export process. If you want any changes to the order changes to affect the linked export process, first unlink the order from the process, adjust the order data and, finally, link the order to the process the characteristics of which are compatible with the new sales order data.

Once you have added and activated an order, to associate it to the correct export process, use these export module routines: Export Process (EX0185) and Export Process Relationships (EX0190).

Informações

title	Important:

If you change any information about the import expenses on this screen, the order becomes incomplete and you need to activate it again.

When system parameters are set to generate the export process automatically, it suggests export expenses as described in the Expenses and Taxes Generation concept.

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

You can enable the Export module through the Global Parameters Maintenance - CD0101.

If the export fields are not available on the Order Field Settings screen, the user cannot view this tab.

...

If delivery fields are not available on the Order Field Settings screen, the user cannot view this tab.

Field/Action:	Description:
Delivery	The system automatically gives the sequential numbering to characterize each order item delivery.
Status	Display the delivery status.
Delivery Date	The date on which the specified quantity will be delivered.
Delivery Time	The (approximate) time when the specified quantity will be delivered.
Inv MU Qty	This field displays the ordered quantity of the item entered in the field of the same name in the Order Items Main window. In this field, you can confirm this quantity, or enter another one. It depends solely on the Type of Service field.
Qty Alloc	The quantity of the item to be allocated to this delivery.
Type of Service	The type of service of said delivery. This type can be:· Partial. · Total. · Partial Cancel Balance.
Delivery Type	The type of delivery of said quantity. This type can be:· Confirmed. · Estimated. · Late. · Estimate Return. · Estimate Cancellation.

Adding an Order - Order - Further Information Tab - Representatives:

...

Display a grid with the following columns: Sequence, Item, Reference Description, Net Price, Requested Qty, MU and Total Value. For each item, you can expand and view the commission information by item, as described below.

Field/Action:

Description:

Representative

The code of the sales order representative.

Commission Base Val

Value used for commission calculations.

Informações

title	Important:

Use the formula set in parameters of the Representative Register CD0708.

You need to calculate the order to get this value.

Commission %

The commission percentage of the representative. You can change the percentage.

Informações

title	Important:

You may change this percentage. After changing it, you need to calculate the order for changes to go into effect.

Issuance Commission Value

Commission value using "Commission Base Val and Commission %".

Issuance Commission %

The percentage of the commission to be credited to the sales order representative at the time of issuing the bills resulting from the sale.

Example:
If, for a representative, 10% commission on sales was specified, and if the percentage of commission to be credited on the issue was 50%, the representative's effective right at that time corresponds to 5% on the bill's value (i.e.: 10% * 50% = 5%). The remaining 50% commission will be credited upon payment of the bill. Assuming that, on a BRL 10,000.00 invoice the calculation base of which is BRL 9,400.00, the commission percentage 1%, and the commission on issue is 45%, the representative is entitled to a total commission of BRL 94.00. On issue, the representative will receive 45% of this amount, that is, BRL 42.30.

Informações

title	Important:

You may change this percentage. After changing it, you need to calculate the order for changes to go into effect.

Issuance Commission Value

Commission value in issue considering "Issuance Commission Value and Issuance Commission %".

...

When this parameter is not checked, the grid is loaded with data on the representative only.

Field/Action:

Description:

Main Representative

Field of the order's main representative. You can edit this information.

Representative

The code of the sales order's direct and indirect representative.

Commission Base Val

Value used for commission calculations.

Informações

title	Important:

Use the formula set in parameters of the Representative Register CD0708.

You need to calculate the order to get this value.

Commission %

The commission percentage of the representative. You can change the percentage.

Informações

title	Important:

You may change this percentage. After changing it, you need to calculate the order for changes to go into effect.

Commission Value

Commission value using "Commission Base Val and Commission %".

Issuance Commission %

The percentage of the commission to be credited to the sales order representative at the time of issuing the bills resulting from the sale.

Example:
If, for a representative, 10% commission on sales was specified, and if the percentage of commission to be credited on the issue was 50%, the representative's effective right at that time corresponds to 5% on the bill's value (i.e.: 10% * 50% = 5%). The remaining 50% commission will be credited upon payment of the bill. Assuming that, on a BRL 10,000.00 invoice the calculation base of which is BRL 9,400.00, the commission percentage 1%, and the commission on issue is 45%, the representative is entitled to a total commission of BRL 94.00. On issue, the representative will receive 45% of this amount, that is, BRL 42.30.

Informações

title	Important:

You may change this percentage. After changing it, you need to calculate the order for changes to go into effect.

Issuance Commission Value

Commission value in issue considering "Issuance Commission Value and Issuance Commission %".

Payment Release

The options are: Default, End of export process and After the settlement of last bill.

Base Type

The options are: FOB value and INCOTERM value negotiated.

Agent Commission Type

The options are: None, To Be Submitted, Graphical Account and Invoiced.

...

Above the Allocations grid, there is a field for quick searches of warehouses, with a check-box to show only warehouses with allocations, a button to save changes, a button to discard changes and update warehouse balances, and a button to clear all allocations.

Informações

title	Important:

When not configured for physical and manual allocation, it displays the following information onscreen:

Manual physical allocation not available, check:

Order parameters with physical, online and manual allocation PD0301.
Order parameters allow physical allocation of orders with delivery schedule PD0301.
Issuer allows stock release before credit assessment CM0102.
User has permission to make physical allocation in the order CD0821.

After expanding the query levels, the grid displays the following information:

Field/Action:	Description:
Search Warehouses	Quick warehouse search. You can search for a specific warehouse to allocate more easily.
Only warehouses with allocation	Mark this check-box to display only warehouses with allocation. If no allocation exists, the grid is empty.
Save	Activate this to save any changes.
Update	Activate this to update warehouse balances on the grid.
Reset Allocated Qty	Activate this to set saved allocations to zero.
Available Qty	Quantity available in warehouses when loading or updating the grid (Update button).
Allocated Qty	Quantity allocated in the corresponding warehouse.

Related Content:

...

DOCUMENT TRANSLATED

Spanish:

...

Árvore de páginas

Versões comparadas

Versão antiga 9

Nova versão 10

Chave