Enter a Sales Order

Use the Sales Order Maintenance (OE) program to enter, change, and close a sales order. See Background and Road Map for more information.

  1. Click New if you want the program to assign the next available sales order number. Use the Numbering System Setup (XOC) program to set up a sales order numbering scheme.

OR

Enter a unique identifier for the sales order you want to create. You can do this only if the Allow override? option is selected for Sales Order in Numbering System Setup. It is recommended that special characters (e.g., ?, #, &, +, |, <, >, *, :, /, \, [,  ]) not be used.

OR

Enter * to set up a default record that contains the most likely choices for fields. See Create a Default Record for a Maintenance Program. The defaults you set up are shared with the EDI/Sales Quote Maintenance (QOE) and One-Step Invoice Entry (RE) programs.

  1. Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Customer number

Required
10 alphanumeric

Enter the customer's number or click the Lookup icon and use the standard lookup options to select the customer from a list.

Ship-to

Optional
10 alphanumeric

If this customer wants you to ship this order to an address that is different from the billing address, enter a ship-to number or click the Lookup icon and use the standard lookup options to select the ship-to number from a list.

  1. (Conditional) If you selected the Display credit info? program option (see Set Order Entry Options), the program displays this customer's credit information, including credit hold status, AR balance, credit limit, order limit, open and held order balances, unapplied deposits and available credit. Click OK to continue entering the order; click Cancel to return to the customer number field.

  2. (Conditional) If the customer is on credit hold, the program displays the customer's credit information and displays prompts that there is a problem with the customer 's credit. Click OK to continue entering the order; click Cancel to return to the customer number field.

  3. The order header is displayed with default information from Customer Maintenance and Customer Credit Maintenance. See Enter the Sales Order Header for field descriptions.