Sales Order Entry Totals Attributes

Sales Order Entry consists of five tabs: Body, Header, Totals, Status, and Detail Scheduling. Each tab contains a different type of order information. As you enter an order, the system moves from one tab to the next, allowing you to enter related details, one tab at a time.

Use the Totals tab to apply payments or charges to an order generation and accomplish other tasks, such as the following:

Some orders do not require you to enter information on every tab. As you complete each required tab, the system displays the next required tab. You can also click on any tab to view or enter details for that tab, whether it is required or not.

No matter which tab is displayed, the top of the window always shows the Bill To and Ship To information, and the bottom of the window always shows the order number and order status.

For information about the Order Summary Pane, see Using the Order Summary Pane.

About the Totals Tab

Use the Totals tab to apply payments or charges to an order generation. The Totals tab displays automatically when entering orders for customers who are required to pay immediately.

If you require distributing freight throughout the generations of the order, use the Freight option from the Additional menu. The Total Freight field is only available with outbound freight situations. The system calculates freight and handling charges before calculating sales tax.

If the Sales Order Entry Terms Code Overridecontrol maintenance record is set to Yes, then the Totals tab displays a selection box with the three payment totals for cash, check, and credit card amounts due. The three selections may be different based on how the control record is set. The control record allows sites to override the standard customer or order terms upon cash-on-delivery (COD) payment. For example, many customers may not want to give a standard 2% discount if the customer is paying with a credit card at the time that the order is picked up.

Important: If the SOE.CASH.REQD.EDIT authorization key is set and payment is required on the Totals tab, you cannot close the sales order without applying a payment. However, you can move between tabs on the order.

The tab is divided into two primary areas:

Ship date totals are on the left.
Payment details are on the right.

Note: If you use Split Payments terms codes, Eclipse displays those details in this pane. For more information about split payment terms, see Creating Terms Codes That Allow Split Payments in the Accounting Setup.

For information about the Order Summary Pane, see Using the Order Summary Pane.

Note: To view receipt details for payments, including gift cards or gift certificates, use the Additional > Receipts option.

You can expand or collapse the Order Summary pane, allowing you to view order details or reveal more of the Totals tab.
If you change the Freight, Handling, or Sales Tax fields, the system performs a credit check on the customer's record.
Highlighted fields are user-defined and can be managed through the User Tools. For more information, see Adding User-Defined Rules to Input Fieldsin the Application Maintenance help documentation.
Use the Gift Card # field to enter the number on the gift card/certificate you are using to apply payment for the order. The number must match a gift card/certificate number that has been issued (or sold) in the system. The system validates that the number has been issued at that the card/certificate is not expired.
The external payments feature allows users to review external payment methods, such as PayPal®, in the Sales Order Entry Totals tab.
The Authorization field displays the $ amount charged to authorize a customer's credit card for the payment.
The Auth code field displays the Transaction Auth code provided by the Card Processor once the customer’s card is charged.
Use the Progress Billing check box to split the total order into incremental billings. You must have SOE.PROGRESS.BILLING to access this process. The Unearned field changes to a Progress Billing field when selected. You can use the Progress Billing link to launch the Progress Billing window.
Use the Single Invoice check box to invoice a customer for the entire multiple shipment order. Select this check box to bill all generations on one invoice to the customer.
Total Order Balance amount is the calculated net totals for all generations of the order. The net total amounts are for sales totals, discount totals, and payment totals for all generations of the order. You can also see the summary of the calculations related to the total order amount when you select the question mark icon.

The Order Summary information is also available to print on the Shipping Order or Acknowledgement forms. By default, the system does not print the Discount Available on the Shipping Order or Acknowledgement forms. Activate the Print Discount Available on Order Documents control record to print the discount information in the Order Summary area of the forms. Also, there needs to be a payment recorded to display the Order Summary information.

The order entry status bar displays the order number, order status and any credit control parameters for the customer. You can double-click the credit message to display full details. See More:
- The system by passes a credit check on orders with zero dollars ($0.00).
- The COD Orders Only and See Credit Manager messages display for already processed orders and canceled orders, in addition to open orders.
- If the credit parameter flags COD when credit limit exceeded or Print Approval Required Msg When Credit Limit Exceeded the canceled or invoiced orders display the COD Only or See Credit Mngr ONLY when the credit limit has been exceeded.
- If both messages are valid for the order, the See Credit Manager message takes priority and displays.
- If the order is still open and a credit hold exists, the Shipping Ticket on Holdmessage takes priority and displays.

If you use Split Terms, the Split Invoice Terms and invoice number display below the Ship Total section.