Adding a new Sales Order

  1. Click Sales Orders in the navigation pane. The Sales Orders list page is displayed.
  2. Select Sales Order from the Quick Add menu. The Add New Sales Order window is displayed.
  3. Specify this information:
    Account
    The account associated with the sales order.
    Note: This is a required field.
    Order Type
    The order type. You can select a value from the list.
    Note: This is a required field.
    Account Manager
    The list of all Account Managers.
    Note:  This value is defaulted based on the specified Account.
    Requested By
    The contact who requests for the sales order.
    Purchase Order
    The purchase order number of the customer.
    Opportunity
    The opportunity linked to the sales order.
    Location
    The location that is linked to the sales order.
    Note: 
    • This is not applicable for M3 integrated customers.
    • This information cannot be modified, after the sales order is successfully promoted to an integrated back office application.
    • This field is enabled when the Allow Override of Back Office Setting check box is selected on the User Maintenance page.
    • If a value is not specified in this field, the Location value specified on the user maintenance page is defaulted.
    Warehouse
    The warehouse that is linked to the sales order.
    Note: 
    • This is applicable only for M3 integrated customers.
    • For the Standard Van Sale order type the Warehouse value specified on the user maintenance page is defaulted.
    • For the Non-Standard Van Sale order type, the Warehouse value specified on the Account Accounting page is defaulted.
    Date Requested
    The date on which the sales order is requested.
    Note: This is not applicable for M3 integrated customers.
    Order Date
    The date on which the customer placed the sales order.
    Note: This is applicable only for M3 integrated customers.
    Due Date
    The date by which the sales order must be delivered.
    Note: This is applicable only for M3 integrated customers.
    Status
    The status of the sales order.
    Note: This value must be specified.
    Currency Code
    The currency code for the sales order.
    Exchange Rate
    The exchange rate for the selected currency.
    Comments
    The additional notes on the sales order.
  4. Click Next to open the Product Lookup window.