Defining Sales Order Header Main Information
You can enter header information for a sales order as you receive it, not necessarily in the sequence followed by the window's alternative regions. The only fields you must enter before proceeding to the lines block are Order Type, in this alternative region, and Currency, in the Pricing header alternative region.
Prerequisites
To define header main information for an order:
1. Navigate to the Sales Orders window, then navigate to the Main header alternative region.
2. Select a Customer Name or a Customer Number.
You must enter a customer to be able to book an order. This is the sold-to customer for the order. The ship-to and bill-to customer names may be different, depending on how you define your customer information.
If you have not previously defined the customer for this order, navigate to the Special menu and choose Quick Customer Entry. See: Entering Customers.
The GSA check box is checked automatically if you have identified a customer or its bill-to site as a General Services Administration (GSA) customer.
Attention: If you are modifying an imported Release Management (RLA) order, do not change previously specified customer information. Changing the customer invalidates the order's customer part numbers. If you need to modify the customer, enter a new order.
Note: Depending on how your standard value rules are set up, choosing an order type before you define ship-to and bill-to addresses for the order may default address information in the Ship To and Bill To Addresses window.
4. Select a customer Contact for this order or accept the default.
The contact can be the person placing the order or a contact for future order questions. You can choose any active contact that is associated with the customer on the order.
5. Select an Order Type for the order.
Order type determines characteristics of orders, such as the order cycle, order number source, accounting rule, and standard value rules. The list of values for this field limits your choices to order types that have no designated order category or that have a Regular order category.
6. Define the customer's purchase order number for the order or accept the default.
This information is for reference and reporting. You must enter a value here if the order type you specified requires a purchase order number. You can set up a default for a PO number from an agreement using standard value rules. Oracle Order Entry/Shipping warns you if you enter a purchase order number that already exists on another order for the same customer.
7. Select the primary Salesperson for this order.
By default, the primary salesperson receives 100 percent of the sales credits for an order. You can apportion sales credits to multiple individuals in the Sales Credits window. See: Applying Sales Credits.
8. Select a Sales Channel.
9. Define the Order Date.
10. Optionally select the Entry Status for this order.
Status controls when the order is ready to proceed to the next step in the order cycle. You can choose from the list of values or enter manually any result you have defined for the action Enter. Booked is the only status that designates that you have entered and validated all order information and that the order is ready to proceed. You can book an order by entering Booked in the Entry Status field or by choosing the Book option from the Special menu.
Once you book an order, you can no longer modify the Entry Status field directly. However, if you cancel or close the order, this field is updated to display a status of Cancelled or Closed. See: Cancelling Orders and Closing Orders.
When you save header information for the first time, an order number is generated according to the order number source defined for the Order Type you selected.
See Also
Overview of Sales Orders
Required Fields for Entering Orders
Sales Orders Special Menu
Set up your order types. See: Defining Order Types.