Road Map: Sales Order Print

Use the Sales Order Print (OP) program to print or reprint a specific sales order, before you create a shipment, so that you can use the document as a picking list. See Background for more information.

Before you run this program each time

You should run these programs:

  • Sales Order Maintenance (OE) to enter orders and optionally obligate items and create shipments.

OR

Quote-to-Order Transfer (EPIB) to transfer:

  • Sales orders imported from ASCII files with Order Import (EPI).

  • Sales quotations entered with EDI/Sales Quote Maintenance (QOE).

  • Customer projects transferred with Project Maintenance (PSM).

  • Orders created with Repetitive Billing Report (RBIC).

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Order Processing Options) to set the Print company name on packing slip? option.  

  • System Options Maintenance (XM) (Enterprise Options) to enter the Default system email domain.

  • System Options Maintenance (XM) (Enterprise Options) to 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.

  • Branch Maintenance (TBM) to set up branches.

  • Branch Groups Maintenance (TGM) to set up branch groups.

  • Customer Item Maintenance (CIX) to create a cross-reference from a customer's item number to your item number and enter that number in Sales Order Maintenance (OE) or click the Cust item button and enter a number.

  • (Optional) User Field Maintenance (XMO) to set up user fields and mark them for printing.

  • Document Output Parameters Maintenance (TDOC) to set whether to output sales orders immediately or queue them, how many copies to output to which devices, and whether to include a header image, the document's ISO number, and boilerplate text.

  • 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:

  1. (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).

  2. 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.

  1. 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.

You may also run these programs:

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

OR

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