...
1) Search "Sales Order" / Go the Sales Order List from below location
2) Click "New" to create a new Sales Order
3) Enter the below fields for a new Sales Order
- Sales Order No. (can be set as default)
- Customer Name (Sell-to information will be as default as set in Customer Card)
- Sales Orde Line
*In Lines tab, enter the order line details as below:
...
*Other column details will be displayed as set in Item Card
4) Check the Payment Terms and Ship-to-address for this Sales Order
- Currency Code - The currency for the Sales Order, which is populated from Customer Card. If blank, will use the local currency = HKD, leave it blank.
- Payment Terms Code will be displayed as set in Customer Card. Used to calculate the Due Date of the Sales Order
- Delivery Schedule - Usually to be used for the available delivery time.
- Ship-To will be displayed as first ship-To-Address in Customer Card. User can change by select from the list of Ship-To-Address for the customer. (if any)
- Shipment Method code - The shipment method used (if any)
- Bill-To- To choose which customer to be billed. Will affect the customer outstanding balance.
- Shipment Date - To determine the shipment date
5) Release Sales Order
...
6) After releasing, user can preview posting (to look at the G/L entries posted) or post the order directly for shipment / shipment + invoice.
*The columns "Qty to Ship" & "Qty to Invoice" are used to control the Qty will be shipped / invoiced.
After click "Post", system will ask you to post shipment / invocie or both based on the amount entered in those columns.
