Tracking the origin of a sales order

When sales orders are created, a code is stored on the order that notes where the order originated. This occurs whether the order is manually entered in Sales Order Entry, or electronically received from a background function or external application. The origin may be an SX.api call, EDI, from the Storefront or Storeroom applications, or imported using an Excel import process. Follow these instructions to implement order origin tracking.

  1. Select System Administration > Setup > Table Code Value and select Origin Code in the Table List. Assign the appropriate background function where necessary.
  2. Indicate whether the order origin code is required on all sales orders. Select System Administrator > Administration > Admin Options > Documents > Sales Orders > Entry Settings and select the Require Order Origin Code and Default Order Origin Code options.
  3. Enable operators’ access to change the Origin Code in Sales Order Entry. Select System Administrator > Setup > Operator > Entry Options. In the OE Entry Options section, select Allow Change of OE Order Origin Code. Save the record. Repeat this step for all operators who should have this ability.
  4. Add the Origin Code to the Initiate view of the Sales Order Entry using the Personalize feature.
    Operators must sign out and sign back in to the application for steps 3 and 4 to take affect.
  5. During order entry, operators should verify the origin code that is displayed in the Initiate view. If their operator settings allow, they can change the value if necessary.
  6. When copying sales orders, the order origin code defaults from the original order. The operator should override the code with the appropriate selection.
    These values are stored on the copied order:
    Origin Copy Type
    Indicates the type of order that was copied: C-Sales Order Copy, Q-Quote Order Conversion, F-Future Order, or S-Standing Order.
    Originating order number and suffix
    Order number and suffix of order that is copied.
  7. After sales orders are populated with the order origin code, access Sales Order Inquiry to view the origin code for an order. For orders that were copied, you can see the Origin Copy Type and Origin Order # of the original order.
  8. Run the Sales Order Master List Report to view the Order Origin Code, Order Copy Type and Order Origination Number and Suffix for selected orders.
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