Adding items to sales orders

  1. Click Sales Orders>Order Entry. Access the sales order document or complete the Creating sales order headers procedure.
  1. Specify the item number for the sales order line.

Item Entry Notes

After you specify an item, the SO Side Bar is available from the entry grid to display additional item information.

If the Display Quotes check box on the Use Features tab of SO Control F/M (SOF980) is selected, the Quote Import screen is displayed with any active (not expired) quotes on file for the specified Customer, Ship-to, Item, and Warehouse are displayed during item entry. Select the quotes you want to include and click Import to add the quote line to line entry in during sales order or counter sale entry.
If you enter a temporary item or a catalog item, the system displays additional field fields. Refer to the Temporary and Catalog Item Entry topic for field details.
For detailed information about entering serial/lot items refer to the Entering serial/lot items topic.
Over Commitment of serial/lot items: The over-commitment of serial/lot items is not allowed in Order Entry and Confirmation Entry. If the OE Serial/Lot# Entry flag in SO Static Control is set to "M" or "N" then you can under commit serial/lot items. Refer to the Over Commitment of Serial/Lot Items topic for more information.

  1. Check the Ship Direct check box to indicate that this item is shipped directly to the customer ship-to address. Then specify the Vendor and click OK.
  2. In the Wh field, the system displays the default warehouse for the item. You can modify this value or search for a different warehouse.
  3. In the Ordered field, specify the customer's requested quantity. You can change the unit of measure on the ordered quantity.

    Tip: If the quantity entered exceeds the available inventory in the selected warehouse, the program gives you the option to accept the quantity anyway or to search other warehouses. The Search Warehouses window displays the warehouses that have the item, along with the available, on hand, committed, on order, back ordered and surplus quantities for the unit of measure selected. Select a warehouse. This creates a planned special order warehouse transfer. Make sure you back order the item.
  4. In the Committed field, enter a quantity to commit in the warehouse or accept the default. This field defaults to the quantity ordered, if that quantity is available in the selected warehouse.
  5. In the Backordered field, enter a back ordered quantity if the quantity ordered is greater than the available quantity in the selected warehouse. The program skips this field if the customer or your company does not allow back orders (Allow back orders flag not selected in AR Customer F/M and SO Static Control F/M), the item is a direct ship, or the selected warehouse has enough inventory to fill the order. When you enter a back-ordered quantity, Sales Order Entry programs base planned special order document creation on the Stock, NonStocked, Uninventoried, and Temporary prompts in Sugg PO/TR by Type section on the Line Options tab of SO Entry Options F/M (SOF915). Use these settings to indicate whether you want to have the system ask to create planned special order purchase orders or planned special order transfers by item type during Order Entry line processing. Refer to the Planned Special Order Transfer/Purchase Order Creation from Sales Order Entry Programs topic for detailed information about creating planned special order warehouse transfer or purchase orders for back-ordered quantities.
  6. You can add additional line items or click Cancel to exit out of Add mode.

 Tip:If the item is designated as having companion items, the system displays the Companion Item Selection (SOE151) screen. Refer to the Companion Item Selection (SOE151) topic for details.

  1. You have these options.

Edit - to make changes for the highlighted line item.
Add a line.
Delete the highlighted line.
Insert a line item above the highlighted item in the browser.
Save your changes

Header-to access the Header Detail for Documents screen, which is used to view (inquiry-mode) and/or modify warehouse, shipping information, request and order dates, and salesperson, freight, terms and ship via codes.

Deposits/CC Preauths-to access to the Deposit/Payment Entry window.

Import Standard Order - to display standard orders if available or quotes on file for the customer to import as a standard customer order.

Make Standard Order - to make the items on this order the customer's standard order. This action also replaces any previous standard order for the customer.

Highlight a line item and click Line Detail to access the Line Detail for Documents screen, which is used to view and/or modify item descriptions, quantity and shipping information, costing, and PO information

Access Note Entry (SME710) for the customer, item, header or line record specified in the program.

  1. Click Done to display Footer for Document dialog box. Refer to Completing sales order footers for step-by-step instructions.

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