Entering Sales Order Header Information

Access the Sales Order Header form.

Branch/Plant (Required)

Enter the Branch/Plant code from which you want to fulfill the sales order. The value that you enter in this field must be set up in the Branch/Plant constants.

Currency

Enter a code that identifies the currency of the transaction. If you do not complete this field, the system populates the field using the currency that is associated with the sold to address. If no value is found, the system then uses the currency code from the branch/plant. If no currency code is found there, the system uses the currency code that is associated with company 00000.

Exchange Rate

Enter a number (exchange rate) to multiply a foreign currency amount by to calculate a domestic currency amount. The number in this field can have a maximum of seven decimal positions. If more are entered, the system adjusts to the nearest seven decimal positions. If you have set up exchange rates for the associated currency code, the system automatically populates this field.

Base

Enter the currency code that is associated with the domestic currency. For example, if an organization is in France and you transact business using the euro, enter the currency code for euro here.

Foreign

Select to display amounts in the foreign currency of the transaction. If you clear the option, the system displays amounts in the domestic currency of the transaction.

Messages

Review this section of the form to view any system-generated messages about the order.

Sold To (Required)

Enter the address book number that corresponds to the client address to which the invoice for this order should be sent. The sold-to customer is responsible for payment of the order.

Ship To

Enter the address book number that corresponds to the client address to which the items that are associated with this order should be sent. The ship-to customer receives the order.

Order Date

Enter the date that an order was entered into the system. If you leave this field blank, the system uses the system date. This date determines which effective level the system uses for inventory pricing.

Cancel Date

Enter the date that the order should be canceled if the goods have not been sent to the customer or the goods have not been received from the supplier. This is a memo-only field and does not cause the system to perform any type of automatic processing. If a line on a sales order in canceled in Sales Order Entry, this field is updated with the date that the line was canceled.

Requested Date

Enter the date by which the customer wants to receive the order.

Requested Time

Enter the time by which the customer wants to receive the order on the requested date.

Customer PO (customer purchase order)

Enter the purchase order number, which is typically supplied by the customer placing the order. This is an alphanumeric value that can be used as a cross-reference or secondary reference number.

Print Message

Enter a code (UDC 40/PM) that specifies a message that is printed on the customer's sales order. Examples of text entries include engineering specifications, hours of operation during holiday periods, and special delivery instructions.

Hold Code

Enter a code (UDC 42/HC) that identifies why an order is on hold.

Tax Area/Code

Enter a tax area code in the first field that identifies a tax or geographic area that has common tax rates and tax authorities. The system validates the code that you enter against the Tax Areas table (F4008). The system uses the tax rate area with the tax explanation code and tax rules to calculate tax and general ledger distribution amounts when you create an invoice or voucher.

Enter a hard-coded tax code (UDC 00/EX) in the second field that controls the algorithm that the system uses to calculate tax and general ledger distribution amounts. The system uses the tax explanation code with the tax rate area and tax rules to determine how the tax is calculated. Each transaction pay item can be defined with a different tax explanation code.

If the alternate tax rate/area assignment functionality is enabled for the company, the system assigns the tax rate/area based on the ship-to and branch/plant country information.

See Alternate Tax Rate/Area Assignment for Sales Orders and "Setting Up Alternate Tax Rate/Area Assignment Functionality" in the JD Edwards EnterpriseOne Applications Tax Processing Implementation Guide.

Tax Certificate No. (tax certificate number)

Enter the number, as supplied by the customer, that tax authorities issue to tax-exempt individuals and companies to identify their tax-exempt status.

Price Pickslip

Select to print price information on the customer's pick list, purchase order, or sales order. If you do not select this option, price information does not appear.

Ordered By

Enter the name of the person from the customer company who is placing the order. This field is optional.

Taken By

Review this field to determine who entered the sales order into the system.