Follow the below steps:
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:
(1) Type as default as "Item"
(2) Item.No.
(alternatively, user can enter Item Reference No. (i.e. SKU) if the number is setup in "Item Reference")
(3) Order Quantity
(4) Unit Price
*Other details will be displayed as set in Item Card
4) Check the Payment Terms and Ship-to-address for this Sales Order
- Payment Terms Code will be displayed as set in Customer Card
- 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.
5) Release Sales Order
When all the information is confirmed, release the sales order.
Click Release button to release the sales order.
- If the "Workflow for Approval is enabled, system will check the approval condition.
- If approval is required, select the action button Request Approval then select Send Approval Request
(NOTE: If users want to update the sales order after release, user need to reopen the sales order for edit then release again)
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.
