Beginning Any Type of Sales Order

Any time you enter a sales order, you begin by entering basic order information in the Initial Order Entry window. Follow the instructions below to begin any sales order you enter.

For complete instructions on entering the most common types of sales orders, see any of the following topics:

To begin a sales order:

From the Orders menu, select Sales Order Entry to display the Initial Order Entry window.

In the Branch field, enter the branch that receives credit for the order and press Enter.

Note: In most cases, the system automatically populates this field based on your workstation setup.

In the Customer/Order # field, enter a customer and press Enter.

Note: If this is a new customer, click the NewCustomer button. See Entering New Customers During Order Entry.

At the OrderSelection prompt, select New to create a new order.

In the RequiredDate field, enter the date by which the customer must receive the order, or click the Calendar button to select a date. You can also press Enter to accept the default date.

Important: The restrictions for this field are dependent on the Prompt For Required Date In Sales Order Entrycontrol maintenance record. If this control maintenance record is set to Yes, then the required date is calculated automatically and the system populates this field and the Ship Date field. You may need to change your view on the sales order to display the Required Date.

The Prompt For Required Date In Sales Order Entry control maintenance record can be set to the following:

Y (Yes) - Always prompts for an entry in the Require Date field.
N (No) - Does not prompt for an entry. The system populates the Require Date field with the current date and positions the cursor on the next field requiring data entry.
D (Date) - Populates the Require Date field with the current date and positions the cursor in that field, so the user can change it, if desired.
R (Required) - Allows the required date to be blank in Initial Order Entry and the Quick Sales Order Entry widget. Users are prompted to enter a date when closing the new sales order so that a required date is always entered.

In the ShipDate field, press Enter to accept the default ship date that is assigned based on what you entered in the Required Date field. Or, if needed, enter a different date on which the customer will pick up the material or accept delivery.

Note: In most cases, the system automatically populates the Location field based on your user ID, and the Sales Source field based on your workstation setup. Disable Edit Ability Of Sales Source

Click OK to display the Sales Order Entry Body tab, where you can begin entering products.

Note: To speed order taking, you can quickly display the Initial Order Entry window by pressing Ctrl and period (.) from within a sales order. This feature may not be available if you are in a view-only order that was accessed from another area of the system.