Understanding the Sales Order Entry Form

PeopleSoft Order Management divides the sales order component into three main levels: header, line, and schedule.

The Order Entry Form page contains the header and line parts of a sales order. At the header level, you maintain information that pertains to the entire order as well as data that can default to the line-level. Line-level information pertains to the products and pricing that make up the order and also includes shipping information that can default to the schedule level. If you are using margin manipulation, you can create sections, or groupings of order lines, within a sale order to make it easier to apply price and cost changes. Schedule level information pertains to product sourcing, shipment dates, and other shipping attributes.

Enter additional and optional information for the header or line from the Header menu or the Line menu on the Order Entry Form page. The Order Entry Form page is divided into order header and order lines sections.

The amount of information initially displayed on the main area of the Order Entry page depends on the settings that you make from the installation, business unit, and user preference levels.

At the installation level, you control whether you want to process claimbacks, use feature/function security and Search Framework search engine, and how much data to display when working with large orders.

At the business unit level, you determine how to display header, sold-to, bill-to, ship-to, purchase history, and price summary information.

You can also define the type of information and which order form sections are displayed for the user from the user preferences Order - Sales page. From this page, you can control the same settings as you can from the Order Entry Features page. In addition, margin adjustments, line express entry, line filtering and additional line actions are controlled from the settings for the user.