Generating Order Lines
This section provides an overview of sales order generation and discusses how to create sales orders.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
CA_ORDER_LINES |
Create sales order lines from the associated contract lines. |
Contract lines with valid sales order products can be passed into a sales order in PeopleSoft Order Management. In addition, new orders can be created or lines can be added to existing orders. If the Product Use field displays General Use, then the product can be used on both contract lines and sales orders. If the value in the Product Use field is Contracts only, the system does not enable you to pass the contract line into the sales order.
Note: Data cannot be synchronized between PeopleSoft Contracts and PeopleSoft Order Management. Therefore, if you make a change to the contract or order in one application, you must manually make the change in the other application to synchronize the contract and the order.
Use the Sales Order page (CA_ORDER_LINES) to create sales order lines from the associated contract lines.
Navigation:
Select Sales Order in the Go To drop-down list box on any page in the contract component.
This example illustrates the fields and controls on the Sales Order page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Line |
For products that are designated for use by both PeopleSoft Contracts and PeopleSoft Order Management, displays the contract line number of each active line of the contract number that you selected. |
Check box(select) |
Select the check box next to the contract lines that you want to link to a sales order. When you click the Apply button, this contract line is linked to the new or existing sales order. |
Product ID |
Displays the product name of each active line for the contract number that you selected. |
Order No (order number) |
When you attach a contract line to an order, displays the order number. |
Net Amount |
Displays the net amount for each active line of the contract number that you selected. |
Ship To Customer |
Displays the ship to customer for each active line of the contract number that you selected. |
Ship From Location |
Displays the ship from location for each active line of the contract number that you selected. |
Select an Order
Field or Control |
Description |
|---|---|
Existing Order |
Select to add the selected contract line to an existing sales order. |
New Order |
Select to create a new sales order for the selected contract line. |
Field or Control |
Description |
|---|---|
OM Unit (PeopleSoft Order Management business unit) |
Select a PeopleSoft Order Management business unit to apply to the contract line for use on the sales order. |
Purchase Order |
Displays the associated purchase order reference number, if applicable. |
Field or Control |
Description |
|---|---|
Apply |
Select to generate an order for the selected contract lines. |