1. Using Order Management
  2. Create Sales Orders

Create Sales Orders

Use the Create Order page in the Order Management work area to create a new sales order.

Assume you must create a sales order for customer Computer Service and Rentals, and for item AS54888 Standard Desktop.

This topic uses example values. You might need different values, depending on your business requirements.

Create a sales order.

  1. Go to the Order Management work area.

  2. Go to the Order Management work area, then click Tasks > Create Order.

  3. On the Create Order page, complete the order header.

    • Enter a value in the Customer field, such as Computer Service and Rentals.

      Order Management makes other order head attributes available after you enter the value. If you can't locate the customer, then your order administrator must add the customer to Order Management. For details, ask your order administrator.

    • Optional. Set sales credits. For details, see Manage Sales Credits for Sales Orders.

    • Set the values in other attributes in the header, as necessary. Order Management uses some of the values you set in the order header to set the values in other parts of the sales order.

      For example, if you set the Payment Term to Net 10 on the order header, then Order Management sets the Payment Term on each order line you create to Net 10. You can modify these values on the order line.

  4. In the Order Lines area, in the Select Item attribute, enter text or a number that identifies the item your customer is ordering, press TAB on your keyboard, wait for Order Management to display item details, then click Add.

    Here's how you add the AS54888 item.

    how you add the AS54888 item.

    Use the catalog line to search the catalog for items you can add to the sales order.

    If you can't locate the item, then your order administrator must add it to Order Management.

    Tip: Click the magnifying glass to do an advanced search. In the Search and Select dialog, click Advanced, expand Advanced Search, then enter a value in an attribute. For example, in the Item attribute, enter Computer, then click Search. Order Management will display all items that begin with the word Computer. You can also use Query By Example (QBE). See Operators and Wildcards for Query By Example.

  5. Repeat step 4, but add a different item. For example, enter Monitor - 19".

  6. Optional. Validate your sales order. For details, see Validate Sales Orders.

  7. Click Submit.

  8. In the Warning dialog, click Yes.

  9. Notice that Order Management adds details at the top of the order header, such as Order: Computer Service and Rentals 422080 Processing.

    • Computer Service and Rentals is the customer name.

    • 422080 is the order number.

    • Processing is the order status.

    Order Management transforms your sales order and schedules it for fulfillment.

Your organization might use a processing constraint that prevents you from editing an attribute. For details, see Processing Constraints.

Negative Values

A negative value usually means the sales order includes an item that someone returned. Here's what Order Management does when your sales order includes a return.

  • Displays the return in a separate order line on the Order page.

  • Displays the price of each returned item in red font.

  • Subtracts the value of each return from the order total.

  • If the values of the returns are greater than the value of the order lines that Order Management hasn't returned, then it uses red font to display the value in the Total attribute. Red font indicates the value is negative.

Related Topics