Road Map: Sales Order Maintenance

Use the Sales Order Maintenance (OE) program to enter, change, and close a sales order. You can also:

Place On Hold	See also:
Release From Hold	Enter the Sales Order Header
Apply a Customer Deposit	Enter a Sales Order Line
Create a Blanket Order	Enter a Sales Order Line Using Qic-Entry
Replace a Component Under Warranty

See Background for more information.

Before you run this program each time

You should run this program:

(Optional) Cash Receipts Entry (RCE) to process a customer deposit and run the Cash Receipt Register.

Before you run this program the first time

You should run these programs:

(Optional) Activate the multi-currency feature during system upgrade or installation.
System Options Maintenance (XM) (Order Processing Options) to set these options for your enterprise: Credit management active?, Update sales history by cust by item?, Allow address changes in order entry?, Allow item substitution?, Calculate credit based on gross amount?, Allow entry of zero qty on order line, Customer surcharges active?, and Popularity tracking active?.

(Optional) Select the Sales order approvals required? option.

And set these options for your manufacturing or login branch: Display cost / margin in product config?, Create shipment when supply received?, Default reason for customer credit hold, Default reason for credit limit hold, Default reason for order limit hold, OE credit hold limitation, OE manual hold limitation, Order processing availability, Warn user date not on shop calendar, Allow order entry ECL and RRL override?, Populate cust item from item xref?, Remote mfg allowed?, and Allow delete MFG-supply from OE?.

If you select Allow item substitution?, the Manage negative inventory (Inventory Control Options) must not be set to N.

(Optional) Select the Sales order approvals required? option.
(Optional) Select the Allow changes of previous CP selections? option.

System Options Maintenance (XM) (Enterprise Options) to set the Sales tax license desc 1, Sales tax license desc 2, and Tax type description 1 - 10 options and select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

(Optional) Select the Approval notification device.
System Options Maintenance (XM) (Manufacturing Options) to set these options: Disable mfg order firewall?, Shop paper release time, Requisition release grace period, and for cascading manufacturing orders, set the Release subassemblies with order option to S or B and Subassembly release type.
System Options Maintenance (XM) (Inventory Control Options) to set these options: Auto-allocation selection code, Disable branch transfer firewall?, Negative inventory allowed, Calc available using committed/obligated, Create immediate supply order, Immediate supply item code, and Transfer req release grace period.
System Options Maintenance (XM) (Purchasing Options) to set the Disable purchase order firewall? and Requisition release grace period options.
System Options Maintenance (XM) (Pricing Options) to set the Round prices to nearest cent?, Split carton based on UOM or pack, and Skip ctn charge when greater than pack? options.
System Options Maintenance (XM) (Sales Commission Options) to set these options: Commission processing active?, Enable commission rates per line?, and Non-comm default for non-stock items.
System Options Maintenance (XM) (Help and Other Path Options) to set the Image path.
System Options Maintenance (XM) (Warranty Tracking Options) to set the Component tracking active? and Allow selection in order entry? options.
Numbering System Setup (XOC) to set up a sales order numbering scheme and set the Allow override? option.
Note Transfer Parameters (XCMT) to set default parameters for transferring notes from one program to another.
Item Status Code (TISM) to set item status codes that determine whether an item can be sold and select a code for each item in the item's record in Enterprise Item Maintenance (IM) or in Branch Item Maintenance (IMB) if the code is different for your branch.
(Optional) Catalog Item Maintenance (IMK) to enter catalog numbers for items.
(Optional) User Field Maintenance (XMO) to set up user fields for this program.
Posting Criteria Maintenance (XPC) to set default and specific GL organization codes and GL accounts for automatic posting to the general ledger.
(Conditional) Shop Calendar Maintenance (XCM) to set the shop calendar if you sell make-to-order items or create manufacturing orders for configured products.
User Options Maintenance (UOPT) or click Prog opts in Sales Order Maintenance to set user options for each order entry operator.
(Optional) Audit Trail Maintenance (XAT) to activate system logging of entries and changes to order headers and/or lines.
Document Output Parameters Maintenance (TDOC) to set whether to output an order acknowledgment and/or picking list immediately or queue it, how many copies to output to which devices, and whether to include a header image, the document's ISO number, and boilerplate text.
Customer Document Profile Maintenance (CDM) to define how you output these document for specific customers.
Customer Maintenance (CM) to set up a record for each customer, including the price code, whether the customer requires a PO or allows partial shipments, primary sales rep, sales organization, currency, resale licenses, discount percentages, credit and order limits, and FOB and ship via codes.
(Conditional) Customer Ship-to Maintenance (CSM) to enter customer ship-to addresses that are different from the customer's remit-to address.
Customer Contact Maintenance (CLM) to enter customer contacts.
FOB Codes Maintenance (TOB) to set up Freight-On-Board codes that identify when a transfer of ownership of an order occurs.
Miscellaneous Charge Codes Maintenance (TMSM) to set up miscellaneous charge codes.
Freight Codes Maintenance (TFP) to set up freight payment method codes.
Ship Via Codes Maintenance (TSV) to set up ship via and SCAC (Standard Carrier Alpha Code) codes.
Shipping Category Maintenance (TBLC) to set up shipping categories.
Branch Maintenance (TBM) to set up branches.
Department Codes Maintenance (TDP) to set up departments.
Special Instructions Maintenance (TSIM) to set up standard special instructions.

Sales Rep Maintenance (SM) to set up sales representatives.

Sales Rep Assignment (SRAM) to assign sales to the commission hierarchy.

Terms Code Maintenance (TER) to set up codes for cash payment discounts, discount dates, and due dates.

OR

AR Terms Codes Maintenance (RTER) to set up codes for progress payments.

Tax Authorities Maintenance (TAM) to set up which sales tax license applies.
Tax Codes Maintenance (TCM) to set up tax codes. Set up a 0.00 tax code for use with standalone credits and other instances in which you do not want to charge tax.
Export Declaration Codes (TED) to set up export declaration codes for selection for non-stock items.
Reason Codes Maintenance (TRCM) to set up codes that can be used to explain an order hold, changed promised date, why you closed an order, or substituted an item.
Country Codes Maintenance (TCC) to define country codes and labels for state and postal codes fields.
Customer Resale Licenses Maintenance (TRL) to set up sales tax licenses for states other than the customer's home state or states with ship-to addresses.
Enterprise Item Maintenance (IM) to set up items for your enterprise. Select Pre-assign ctrl no? if you want to assign serial or lot numbers when you create a manufacturing order.
Branch Item Maintenance (IMB) to set up items for your branch.
Item Cost Maintenance (ICM) program to enter Declared value and select Taxability flags.
Customer Item Maintenance (CIX) to create a cross-reference from a customer's item number to your item number.
Item Substitution Maintenance (ISM) to set up substitute items.
Price-Contract Maintenance (PCM) to set up prices, discounts, contracts, and surcharge records.
Bill of Material Maintenance (MPS) to enter a bill of material for items that you manufacture and select Replacement item? for components that you replace under warranty.

Configured Product Maintenance (MBM) to enter a bill of material for a configured product.

Unit of Measure Codes Maintenance (TUM) program to set up units of measure and their conversions.
Size Codes Maintenance (TISZ) to set up size codes for items.
Style Codes Maintenance (TIST) to set up style codes for items.
Color Codes Maintenance (TICL) to set up color codes for items.
Material Type Codes Maintenance (TIMT) to set up material codes for items.
Output Device Maintenance (XDM) to set up the output devices you plan to use.
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs in this sequence:

(Optional) Acknowledgment Print Queue (OPSPM) to process the queue.

Acknowledgment Print (OPS) to print or reprint an order acknowledgment for a specific sales order.

(Conditional) Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines.

OR

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments, if you have not done so with Sales Order Maintenance (OE).

Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

AND/OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

AR Invoice Register (RR) to select a batch of confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

If the program creates an manufacturing order requisition, you will most likely run these programs in this sequence:

(Conditional) Requisition Maintenance (IRM) to release the requisition.

OR

Consolidate Manufacturing Requisitions (MOCR) to release multiple manufacturing requisitions to create a single manufacturing order.

Manufacturing Order Maintenance (MIM) to obligate and pick components.

Manufacturing Order Picking Selection (MSS) to obligate and pick all required components or sets of components.

Material Usage Maintenance (MUA) to obligate and pick selected components and close a component short.

Picking Confirmation (MPK) or Secured Picking (SMPK) to pick all required components, sets of components, or selected components.

You may also run these programs:

Sales Order Inquiry (OQ) to display a sales order.

Sales Order Line Inquiry (OIQ) to display a summarized sales order.

Sales Order Listing (OL) to print a list of sales orders.
Open Order Line Report (OLR) to print a list of sales order lines that have not been shipped.
Sales Order Report (OR) to print a report that shows the gross amount, total cost, and margin of sales orders.
Credit/Order Hold Report (ORL) to print a list of orders currently on hold and history of an order’s hold and release status.
(Conditional) Audit Trails (ATR) to print an audit trail report.