You are here: Sales > Defining Sales Orders > Header

Sales Order Header Details

Header details determine the billing type and back order mode of the sales order. The header details are always displayed regardless of the active tab selected

Various status can also be displayed in the header section

Printed - indicates that at least one report has been printed. Double mouse click on Printed loads a dialog box displaying a list of all printed reports, who printed them and date and time they were printed
Emailed - indicates that at least one report has been emailed to the client. Double mouse click on Emailed loads a dialog box displaying a list of all emailed reports, who emailed them and date and time they were emailed
Processed - at least one line of stock is on back order. Billing type determines if client has been invoiced for stock allocated to the sales order
Closed - all ordered lines have been supplied and customer has been invoiced and General Ledger updated
No status - sales order snapshot has not yet been processed

Field	Description
Sales Order No.	Automatically created or manually entered on saving – controlled by AllowInvoiceNumberOverride. Last number used is stored in System Numbers form - Central
Reference	Entered by the user. Can be used in reports and as a search order to locate existing sales orders
Debtor	Selected from the search window. The debtor MUST EXIST. If an incorrect client is selected, simply re-select from the search window by clicking the up arrow in the Debtor field
Order No.	Customer reference number. Depending on the system settings, a duplicate reference will display a message on saving
Invoice Type	Descriptions are editable in Invoicing – InvoiceTypeDescription1 and InvoiceTypeDescription2. AllowInvoiceTypeChange and DefaultInvoice control what displays as the default and if it can be changed. Facilitates different reports printing depending on the type – File, Printer Setup –e.g. Ex GST, Inc GST invoice layouts
Tax Exempt No.	Controlled by UseTaxExemption in Invoicing. Tax exempt details entered in the debtor record will automatically display in this field. Any entry here will reduce any tax to be charged on the items being ordered to zero
Billing Type	Displays the default attached to DefaultBillType. Ability to change is controlled by AllowBillingTypeChange. Options are: Ship & Bill – goods and invoice are dispatched as available Bill/Complete – goods are dispatched with each snapshot, but the invoice is not raised until the order is completed Ship/Complete – goods and invoice are held back until the order is completed and processed
Initiated Date	Date the sales order is created – prompts to the login date. AllowInitDateEdit determines if this field can be changed by the user
Sales Division	Displays if BranchInvoicing is ticked. Selected from a search window. Details are setup in the System, Branch Config form
Expected Delivery	Prompts to the login date. Can be edited by the user. Used for reporting purposes
Job Number	Is populated with the job number when a new Job Invoice is created – New, New Job Invoice. The job is selected from the search window displaying records from Job costing
Price Scheme	Displays the price scheme attached to the debtor record. Can be changed in the sales order. Determines the pricing for the item and quantity being ordered for the selected debtor
Snapshot	Delivery shapshot history
Staff Member	DefaultSalesPerson determines if the login user or the default user attached to the debtor record is attached when the sales order is created. Can be changed by the user
Back Order Mode	Defaults to the value set in DefaultBOMode. There are two options: Automatic – back orders are filled by Process Back Orders Manual – back orders are filled by manually creating a new snapshot to deliver stock
Order Type	There are four options and system settings determine if two, three or four are displayed for selection. ReserveOrder – allocates stock but cannot be processed until changed to Invoice Order InvoiceOrder – allocated stock and can be processed. Back order records are only created when the form has been processed ForwardOrder – is a selection if AllowForwardOrders is ticked. Does not take stock, does not create back order records, can not be processed. Forward Order Scheduling and Forward Order Processing are utilities that can be used to manage Forward ordering ActiveOrder – allocates stock, back order records are created on saving of the form and the sales order can be processed. Process Back Orders will run stock into an ‘unprocessed’ Active order multiple times – any snapshot. Can only be processed from the sales order screen. Must be changed to an Invoice Order to be processed from the menu by Process Orders
Total Weight	Sum of the inventory lines being delivered that have Weight set up in the inventory record – e.g. 10 delivered, weight = 1.1. Total weight = 11.0. Can be used as criteria to determine what prints when in the File, Printer Setup for sales orders
Total Cubic Size	Sum of the inventory lines being delivered that have Cubic set up in the inventory record – e.g. 10 delivered, cubic = 5.0. Total cubic = 50.0. Can be used as criteria to determine what prints when in the File, Printer Setup for sales orders
History Status	When the Invoicing system setting ShowHistoryStatus = ticked, then a different status can be selected to indicate the picking status of the order. This can be used by third party applications for warehouse picking systems. Available status are Entering, Entered, Ready for Pick, Picking, Picked, Delivery, Delivered, Invoicing and Invoiced. This statyuus can be changed in either direction at any time

Open topic with navigation