Page Comparison

This is the transaction type for this sales order. This may be set to one of the following:

• SALORD (Sale Order)
• SALQUO (Quote)
• SALWEB (Sale Web Order)
• SALCCR (Customer Credit Request)
• SALHLD (Sale Holding)
• SALSTD (Sale Standing)
• SALHIR (Sale Hire)

Some of these types are user-assignable, while others are assigned by the system.

Please also keep in mind that you won't be able to change the type if either:

• The order status is not Open, In Progress or Pending
• The order already has shipments against it

The transactions current status which can have optional colour coding of the status property on all transactions

For a standard customer who is flagged for Manual Invoicing or no customer is added to the sale...
Open - means the sales order/sale web order has not yet been fully invoiced.  There may be items still on back order.
In Progress - means the order has a part payment made against it (it is not fully paid at this point in time)
Pending - means there is a payment lodged against the order OR the order has been shipped and finalised and left as such because the customer is set to Batch Invoicing
Cancelled - means the button Cancel Order has been clicked and the order remains in the system just as cancelled meaning it does not affect stock on hand or customer open items or purchasing
Posting - means the order is in Posting status, ready to be Posted, if you click on the Refresh button at the top of the window, the status should then change to Posted which means the order is now fully invoiced
Posted - means the order is fully invoiced

Where a customer is flag for One Invoice Per Order or Batch Invoicing...
Open - means the sales order/sale web order has not yet been fully invoiced and/or there may be items still on back order even though there are shipments that have been finalised.
In Progress - means the order has a part payment made against it (it is not fully paid at this point in time)
Pending - means there is a payment lodged against the order and/or part of the order has been shipped and Finalised and there are no back orders left on the sales order at this point in time
Cancelled - means the button Cancel Order has been clicked and the order remains in the system just as cancelled meaning it does not affect stock on hand or customer open items or purchasing
Posting - means the order is in Posting status, ready to be Posted, if you click on the Refresh button at the top of the window, the status should then change to Posted which means the order is now fully invoiced
Posted - means the order is fully invoiced

If specified order will not be shipped to the customer until after the specified date.

If a date is specified then set the Supply Type (allocation status) of all the lines in the order to 'Waiting' until the current date is greater or equal to the Allocate After date then set the allocation status to 'Allocated'. 

Manually overrides the price level on the sales order

(Example: The user enters a sales order. The customer is set to the level 1 price level. The user negotiates a special deal with the customer. They change the price level on the sale order to government price level. All the sell prices that are not manual sell prices on the sale order lines recalculate to government price level)

Creates a new sales order line

Creates a stock quantity adjustment- This is used if user's site has poor stock control. They are entering a sale order and notice the stock displayed is incorrect. The user right clicks on the product and from the new pull-down menu selects new stock adjustment. A new stock adjustment is created. The product from the sale-line being added automatically to the stock adjustment.

This purchase button allows you to have the ability to purchase selected lines from a sales order. You can select the product line items that you wished to generate the Purchase orders for and not create orders for all items.

Unit Price Ex Tax - sets the Unit Price Ex Tax per line

Unit Price Inc Tax - sets the Unit Price Inc Tax per line

Unit Quantity - sets the unit quantity per line

Product Unit - sets the product unit per line

Discount%

• Allows users to apply discount percentage to line items. Pop-up appears allowing the user to enter a discount percentage. Only the selected line items are discounted in this case.

• Value Ex Tax - sets the value ex tax per line
• Value Inc Tax - sets the value inc tax per line

NOTE: THIS ONLY APPEARS ON SALEWEB

• 'Create Product from Price Book'
• 'Create Automatic Substitution'. Create an automatic substitution, so that the new product will automatically be swapped to an alternative product in future. If an automatic substitution is requested. Display a search allowing the product to be substituted to be selected.