Assigning customer order lines

  1. Select Manage Orders > Customer Orders.
  2. Open an unreleased customer order.
  3. On the Lines tab, click Create.
  4. On the Main tab, specify this information:
    Customer Item Number
    Select a customer item number.
    Item Type
    Select whether the item type is Inventoried, Non Stock, or Special.
    Item
    Select an item number.
    Description
    Provide a description for the item.
    Quantity
    Specify a quantity to order.
    UOM
    Select the item's standard unit of measurement.
    Price
    Specify a unit price.
    Selling Price UOM
    Select the stocking unit of measurement for the item.
  5. In the Processing section, specify this information:
    Expected Ship Date
    Select the expected ship date for the order. If this field is blank and no ship days are defined on the process level for the order, then the order date is the default. If ship days are defined on the process level, then the ship days are added to the order date to calculate the expected ship date.
    Requested Date
    Select the customer requested date.
    Material Safety Data Sheet
    Select this check box if the MSDS acknowledgment is required for the first shipment even if an MSDS acknowledgment has been sent to the customer within a year.
    Future Order
    Select this check box if the line has a future status.
    Hold Code
    Select a hold code if the line is on hold. Hold codes are set up in Receivables.
    Ship Complete
    Select whether this order must ship as a complete order.
    Priority
    Specify the allocation priority. The Receivables priority is the default.
  6. In the Shipping section, specify this information:
    Ship To
    Select the ship-to address.
    Carrier
    Select the carrier number. The carrier must be a valid vendor in Payables.
  7. In the Billing section, specify this information:
    No Charge
    Select this check box to prevent the system from pricing the item. Invoices that are flagged as No charge are passed to Receivables for collection.
    Line Discountable
    Select this check box if the order discount is applied throughout the line after calculating the line taxable amount.
    Additional Discount
    Specify an additional discount amount in the original currency in which the order is defined.
    Tax Status
    Select whether the order is tax exempt. If the order is Exempt, then all order lines are exempt. If the order is Taxable, then you can override the taxable status on individual lines. If order lines are Taxable, then the order must also be taxable. If the customer or order items are Exempt, then the entire order is exempt.
    Tax Code
    Select a tax code to assign to the order header. Tax codes represent the tax authorities to which sales tax is paid. You can define tax codes in Tax. If you are using a third-party tax system, then specify a geographic code.
  8. In the Purchase Order Information section, specify this information:
    Create Purchase Order
    Select this check box if the item is ordered by a purchase order rather than using stock.
    Dropship
    Select this check box if the items of the purchase order are sent directly from the vendor to the customer. If this field is not selected, then the items are shipped to the user who defines the order for shipment to the customer.
    Vendor
    Select the vendor for the purchase order. If this field is blank and the Create Purchase Order field is selected, then the vendor is automatically assigned. If no vendor is assigned, a vendor is manually assigned by Purchasing.
    Purchase Order Code
    Select the purchase order code. It is used as part of the purchase order number for the Create Purchase Order field.
  9. In the Accounts section, specify this information:
    Sales Account
    Select the sales account if the line is for a special order item. If this field is blank, then the sales account from the process level is the default.
    Expense Account
    Select the expense account.
    Cost Of Goods Sold Account
    Select the cost of goods sold account.
    Unit Cost
    Specify the unit cost. A unit cost is required for all Special type items. A unit cost is also required for non-stock items, except when it is sourced from a vendor.
  10. In the Sales Representative section, specify this information:
    Territory
    Select a sales territory for the order.
    Sales Representative 1
    Select the primary sales representative for the order.
    Commission
    Specify the commission rate of the primary sales representative.
    Sales Representative 2
    Select the secondary sales representative for the order.
    Commission
    Specify the commission rate of the secondary sales representative.
    Split Percentage
    Specify the commission split between the primary and secondary sales representatives.
  11. In the Global section, specify this information:
    Delivery Terms
    Select the delivery terms that are used for shipping.
    Loading Port
    Select the port where the goods are loaded for shipping. The port is located in the country of shipment.
    NoTC
    Select a Nature of Transaction code.
    Statistical Procedure
    Select a statistical procedure code that is applied to the data.
    Supplementary Quantity
    Specify the supplementary quantity that is associated for the line.
    ICN Code
    Select the ICN code.
    Global Line Type
    Select a line type at the line detail for transactions that are required for specific countries.
  12. Click Save.