IdealWare Online Users Manual

SP2-06-04-01 S/P PROCESSING
31556 Sales Order Entry, Header Entry Overview

 

PURPOSE

 

The header entry screen is used to enter identification, date, customer, supplier/P.O. and delivery information about an order. In addition, the header displays a summary of the order amounts, including taxes.

 

Once the appropriate type of order has been selected for creation (see 31554 - SALES ORDER ENTRY, ORDER INITIALIZATION), the header screen displays and the cursor is positioned on the first field requiring entry. Once a field has been entered, the program advances the cursor to the next appropriate field. To enhance the speed of order creation, the cursor only goes to the fields that are relevant for the type of order being created. The relevant fields for each type of order are indicated in each order type's associated "Header Entry" section of this manual.

 

Once all required header screen information has been entered, the detail entry screen displays. Here, the detail lines of the order can be added.

 

Orders can be modified after their initial creation as long as they are still "current" (see 31555 - SALES ORDER ENTRY, ORDER MODIFICATIONS, 31557 - SALES ORDER ENTRY, HEADER MODIFICATIONS and 31559 - SALES ORDER ENTRY, DETAIL MODIFICATIONS). Current orders are orders which have not been updated to history via the order register & update program.

 

SALES ORDER ENTRY HEADER SCREEN   

┌────────────────────────────────────────────────────────────────────────────────┐
│09/20/07              ***** SALE ORDER HEADER ENTRY *****             TERM: TE8 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SMAN   JOHN BARKER            ORDERED DATE 09/20/07                             â”‚
│ORDER# 01-A100587             TO-SHIP DATE 09/20/07                             â”‚
│DOCUM  ON-ACCOUNT SALE        TO-SHIP TIME                                      â”‚
│TYPE   ON-ACCOUNT - CURRENT   SHIPPED DATE 00/00/00                             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│BILL-TO  ________ SORT                  SHIP-TO           CONTRACT              â”‚
│NAME                                    NAME                                    â”‚
│ADDR1                                   ADDR1                                   â”‚
│ADDR2                                   ADDR2                                   â”‚
│CITY                  AREA              CITY                  AREA              â”‚
│PROV                  PS CD             PROV                  PS CD             â”‚
│PH#                                     PH#                                     â”‚
│FAX#                                    FAX#                                    â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SMAN               SHIP                 CASH TOTAL            SUB-TOT           â”‚
│LEV   PST   GST    SHIPPING INFO        AMT PAID              P.S.T.            â”‚
│PST CODE           SHIPDOC PRT'D        AMT OWING             G.S.T.            â”‚
│CONT               INVOICE PRT'D        DEP REQ'D             DLVRY             â”‚
│PO#                COMPLETE             COD METHOD            TOTAL             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ENTER CUSTOMER CODE.                                                            â”‚
│PRESS F5 FOR INQUIRY.                                                           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

The specifics of sales order header entry are discussed in the following manual articles:

 

31595 - SALES ORDER ENTRY, HEADER ENTRY FIELD DEFINITIONS

31596 - SALES ORDER ENTRY, HEADER ENTRY SALE (WITH PAYMENT)

31597 - SALES ORDER ENTRY, HEADER ENTRY REFUND

31598 - SALES ORDER ENTRY, HEADER ENTRY ON-ACCOUNT SALES

31599 - SALES ORDER ENTRY, HEADER ENTRY ON-ACCOUNT CREDIT

31600 - SALES ORDER ENTRY, HEADER ENTRY CREDIT TO PURCHASE SALE

31601 - SALES ORDER ENTRY, HEADER ENTRY CREDIT TO PURCHASE ISSUE

31650 - SALES ORDER ENTRY, HEADER ENTRY SPECIAL ORDER TICKET

31651 - SALES ORDER ENTRY, HEADER ENTRY TRANSFER SALE

31652 - SALES ORDER ENTRY, HEADER ENTRY TRANSFER CREDIT

31653 - SALES ORDER ENTRY, HEADER ENTRY QUOTATION