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 of Measure Code (User can have default value in Item Card, field = Purchase Unit of Measure)

(5) Unit Price 

*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 will use the local currency, leave it blank.
  • Payment Terms Code will be displayed as set in Customer Card. Used to calculate the Due Date of the Sales Order
  • 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

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)

image2022-10-10_17-56-44.png


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.