Creating a sales order

Note: 
  • SunSystems v6.3 is extremely customizable as outlined in About this Help. The Creating a Sales Order topic covers all fields available to the Sales Order Entry function. You may find, therefore, that your form does not cover all of these fields, they may be in a different order or they may be called different names. For more information about creating and amending forms please refer to Form Designer Help.
  • You can customize your form so that after you have entered an order line, the focus moves to the next new line so it is ready to be entered. You can do this using the Control Properties in Form Designer. That is, if the Next action is defined as the default action using Form Designer, then pressing Enter or Return will process the current line and move the focus to the next line.

To create a sales order use Sales Order Entry (SOE). The form contains header information which applies to all the lines on the order, and sales order lines for entering individual transaction lines. Your system may have been set up to preset fields on both the line and the header. This simplifies the entry process for repeat information. Once the sales order lines have been created they are processed further using the options available on the Action menu. They can also be defined as a scheduled order, or called off from a blanket contract. A sales order can be put on hold at any stage, which prevents further processing until the release option is selected.

Note: 
  • The sales type specifies how the sales order is processed. For example, the stage it must reach before it can be acknowledged or picked. The Sales Type function is detailed in SunSystems Administrator Help.
  • The sales type can also control if sales orders can be entered manually for transactions for goods, charges or services.
  • Where fields refer to static data, or where they show a query button, the data must already have been set up. For example, a supplier code must have been defined using Supplier Setup (SUS).

The Sales Order Entry (SOE) form contains the following:

  • Sales Order Header
  • Sales Order Lines - General Details
  • Item
  • Payment
  • Pricing
  • Analysis
  • Confirmation
  • Picking & Dispatch
  • Invoicing
  • Sales Kit
  • Sales Order Actions
  • Sales Order Lines Actions
  • Characteristics