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Field/Action: | Description: | |||||
Customer | Enter the code of the sales order customer. | |||||
Customer Order No. | Sales order sequence number.
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+Add Order button | Click the +Add Order button to access to the Order Header screen and start a new order. | |||||
Search Orders button | Click the Search Orders button to open the Order Portfolio screen. | |||||
Search Models | Templates defined for the logged-in user profile load onscreen. In this field you can create a filter for the template you want. | |||||
*Favorite Templates button | After choosing your favorite templates, click this button to display all templates or only those you have marked as favorites. | |||||
+Use Template button | Click this button to select a template for the order and start adding the order. | |||||
*Favorite button | Click this button to mark a template as favorite. We recommend this action for the templates you use the most. |
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Field: | Description: | ||||||||||
Site | Default site code as the module parameterization defined in the Sales Order Parameter Maintenance - PD0301. You can change this information when deploying each sales order or when editing the sales order. | ||||||||||
Order Kind | Displays the type of the default sales order as per customer parameterization. See details in the "Default Sales Order Tp" field, "General Information" folder, Customer Update (- CD1510) feature. This information is provided as a customer default, which you can edit when deploying each sales order. To enable this field, the "Order Type" field, "Main" folder, Business User Permissions Maintenance (- CD0821) must be enabled as well. The options available are: 1. "Simple Order" (old sales order of the Closed type): See the concept “Sales Order Kind of Simple Order”.
2. "Delivery Schedule" (old sales order of the Open kind):
3. "Supply Contract":
Important:
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Source Order No. | Enter the number of the bonus request that generated the current order. For this, you have to also enter the number of the order that originated the bonus. This field is directly linked to the use of an operation nature defined as “bonus”. | ||||||||||
Operation Nature | Default operation nature in accordance with customer parameter settings, registered in function Customer Update - CD1510. You can edit this information when deploying each sales order.
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Sales Channel | The default sales channel, in accordance with customer parameter settings registered in Customer Update - CD1510. You can edit this information when deploying each sales order. See details in the function Sales Channel Maintenance - CD1517 and Customer Update - CD1510.
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Deployment Date | Displays the current date as the sales order deployment date. | ||||||||||
Issue Date | Displays the current date as the sales order issue date. | ||||||||||
Contact | Contact name of sales order customer CD0704B. | ||||||||||
Customer e-mail. | |||||||||||
Triangular operation customer | Enter the name of the customer to whom the goods will be sent as triangular delivery. | ||||||||||
Goods Target | Define the destination of the goods. Select one of the options:
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Order Type | Type of sales order. This is a free field for the user's own classification/indication. | ||||||||||
Priority | Sales order priority. The priority can range from 0 to 99 and, when the sales order is deployed, it takes the lowest priority of 99. With this attribute, you can establish which sales orders are to be allocated first in stock, in cases where there is insufficient balance, to fulfill all orders. In Pre-Billing and invoice calculation, the option "type" of the programs will allow the verification of sales orders according to the priority registered, but the user is not required to follow the billing sequence presented by the program. | ||||||||||
CRM Campaign | When the CRM module is enabled, you can enter the CRM Campaign data into the order. | ||||||||||
CRM Opportunity | When the CRM module is enabled, you can enter the CRM Opportunity data into the order. | ||||||||||
Sales Operation Type | Type of sales operation used for automatically suggesting the nature of the operation.
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