Sales Order or Quotation Details

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This window is a general purpose review window for Sales Orders or Quotations. It is acceccible from Process -- Sales Orders -- Review Sales Order or Quotation. It is also opened if you drill down on a reference to a sales order and if you click on the Show button on the Select Sales Order window. This is simply a review window and no changes can be made. However, right-clicking on the Sales Order Number will provide access to the Sales menu for maintenance functions.

Field

Description

Sales Order Number

Sales Order Header. Sales order number (user's not customer's). {SOHFILE.SOHSONO char 6}

Customer Code

Customers. Unique customer identification code. {CUSFILE.CUSCODE char 6}

Customer Name

Customers. Customer company name. {CUSFILE.CUSCNAM char national 40}

Because the window provides both dispatches and on-order lines, you can also select a fully dispatched order that will not be selectable in the normal Sales Order selection dialog window. To do this use the Select Dispatched button which will open the Invoice and Dispatch Note selection dialog.

Button

Action

Select Dispatched

Click to review a fully dispatched sales order.

The window has three tab panes.

Document

Line Items

Preparation History

Document

This pane shows sales order or quotation details

Field

Description

Quotation Date

Sales Order Header. Date of quotation. {SOHFILE.SOHDAQO date date1980}

Ordered Date

Sales Order Header. Date order entered into the system. {SOHFILE.SOHDATE date date1980}

Printed

Sales Order Header. SO printed flag (YES = printed). {SOHFILE.SOHPRNT boolean}

Customer Reference

Sales Order Header. Customer order reference. {SOHFILE.SOHCREF char national 20}

Additional Reference

Sales Order Header. Additional user order entry reference. {SOHFILE.SOHAREF char 6}

Dispatch complete

Sales Order Header. Dispatch Complete Order only flag. {SOHFILE.SOHBOND boolean}

Marketing project code

Sales Order Header. Marketing project code, default from CUSMKTP (IDXID = con('0',SOHMKTP)). {SOHFILE.SOHMKTP char 4 Idx} See the Marketing Data Maintenance window help for more details of Marketing Project codes and their use.

Marketing project description

Index and Other Codes. Index code, scrap reason, QA test or Incoterm description. {IDXFILE.IDXDESC char 255}

Currency

Sales Order Header. Currency code. {SOHFILE.SOHCUR char 3}

Exchange Rate

Sales Order Header. Currency rate at the time of creation of order. {SOHFILE.SOHRATE number float}

Quick-Payment Discount Rate

Sales Order Header. Quick-payment discount %. {SOHFILE.SOHQPDI number 2dpShortnum}

Quick-Payment Days

Sales Order Header. Quick-payment days (or months) which will be used to generate invoice quick-payment date. {SOHFILE.SOHQPDA number 0dpShortnum}

Pre-payment

Sales Order Header. Sales Order Prepayment. {SOHFILE.SOHPREP number 2dp}

Pro-forma invoiced

Sales Order Header. Invoiced flag (Yes=Pro-Forma Invoice prepared). {SOHFILE.SOHINVF boolean}

Payment Days

Sales Order Header. Payment-due days (normal calendar). {SOHFILE.SOHPDAY number 0dpShortnum}

No invoice on dispatch

Sales Order Header. Dispatch Complete Order only flag. {SOHFILE.SOHBOND boolean}

Payment Terms

Sales Order Header. Payment terms to customer on this order. {SOHFILE.SOHTERM char 1000}

User 1

Sales Order Header. User character field 1 (single character). {SOHFILE.SOHUSE1 char 1}

For more details, see the Sales Order Maintenance window topic.

User 2

Sales Order Header. User character field 2 (4 characters). {SOHFILE.SOHUSE2 char 4}

User 3

Sales Order Header. User character field 3 (18 characters). {SOHFILE.SOHUSE3 char 18}

User 4

Sales Order Header. User character field 4 (30 characters). {SOHFILE.SOHUSE4 char 30}

Invoice Address

Contact and address that the invoice is addressed to (either default, additional or individual).

Dispatch Address

Contact and address that it was dispatched to (either default, additional or individual).

Incoterm

Sales Order Header. Incoterm code (Blank or IDXTYPE=9). {SOHFILE.SOHINCO char 4}

Incoterms are the internationally agreed method of designating trading transactions which cross national borders. They define the limits of commercial responsibility for the selling party and so clearly define the limits of cost of the delivery of the goods. In the system they are defined in File -- System Manager -- Index Codes. An Incoterm generally requires a parameter which is usually a place or port name. A Sales Order Incoterm will be copied to any resulting invoices.

Incoterm Place

Sales Order Header. Incoterm parameter (usually a named place or port). {SOHFILE.SOHINCP char 60}

Header Text

Sales Order Header. Special trailing text. {SOHFILE.SOHTRTX char 32000}

Packing or Comments

Sales Order Header. Dispatch and packing details. {SOHFILE.SOHCOMM char 32000}

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Line Items

This pane shows document line item details with on-order lines listed on top and dispatched lines in the lower list.

Field

Description

Undispatched Line Item List

List of all line items for the order. Double-click to put parts in the scratchpad.

Total Value in Order Currency

The total value of balance quantity items (without tax) for the order in the order currency shown.

Total Value in Local Currency

The total value of balance quantity items (without tax) for the order in the your local currency.

Dispatched Line Item List

List of all line items so far dispatched for the order. Double-click to put parts in the scratchpad.

Total Value in Order Currency

The total value of dispatched items (without tax) for the order in the order currency shown.

Total Value in Local Currency

The total value of dispatched items (without tax) for the order in the your local currency.

Total current cost

The total current cost at the time of dispatch for the listed sales history in local currency.

Net Markup or Margin

% net markup or margin at current cost.

Total standard cost

The total standard cost at the time of dispatch for the listed sales history in local currency.

Net Markup or Margin

% net markup or margin at standard cost.

Button

Action

Print Listing

To print a report of the listed items. Right-click to change the report destination.

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Preparation History

This pane contains the Order Preparation Listing subwindow.

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See also: -

Compiled in Program Version 3.10. Help data last modified 20 MAY 2008 05:50. Class wSoShow last modified 27 JAN 2011 09:23:25.

Document path Reference Contents > Sales Order > Sales Order or Quotation Details