Entering Required Order Entry Data
Because the system uses extensive defaults, you can enter a sales order using only the Order Entry Form page or the Express Order page. The bill-to and ship-to customers are linked to the sold-to customer, so after you select a sold to customer on the Order Entry Form page, the additional information is populated automatically. You must enter an order line before you can save the order.
Note: If you are operating in a VAT environment, VAT data is required at the header, line, and schedule level. VAT header data is automatically populated for the line and schedule. VAT data is automatically recalculated if the ship to, ship country, or state value is changed.
This topic discusses how to enter header and line information.
The required fields in the header are:
Sold to customer.
Order group.
The default value can appear from user preferences for the person entering the order, as defined on the User Preferences - Orders - Sales page. If no default value exists, you must enter a value.
PO Number.
If the customer settings indicate that a purchase order number is required, a purchase order number may be populated from the bill to customer record.
If no default exists, you must enter a purchase order number. If you enter a purchase order number that is in use by another order, the system asks if you would like to view the other orders that reference the purchase order number.
After you complete required header information, you can enter product and quantity information for the order lines. You cannot save the order until you enter a line. You also cannot enter freight charges until you enter a line for the order.
The required fields in the order line section of the Order Entry Form page are:
Product ID.
Valid product IDs appear based on the product catalogs that you have made available to the sold-to customer.
If you have not assigned any product catalogs to the customer, all products in your system are available.
UOM.
Establish a default unit of measure for the product on the Product Attributes by UOM page, which populates the unit of measure field on the line.
If the product has other valid units of measure, you can change the value by selecting another appropriate unit of measure.
Order Quantity.
Enter the order quantity in the increment defined for the unit of measure.
If you enter an incorrect value, the system lets you know the correct increment.
Note: If the order is for a configured product, you must also enter a configuration code.
The system creates one shipment schedule for each line that you enter. All the necessary information is automatically populated on the schedule.