Program Overview
This feature is intended to register Sales Orders for an item or set of items, and may also include the representatives responsible for the order, the payment terms negotiated with the customer, and the prepayments made by the customer.
It is possible to register orders for issuing delivery invoices for processing/consignment. However, it is not possible to register orders for the return invoices for industrialization/processing or consignment return. When the operation involves configured or composite policy items, you can move the balance held by third parties only when the parent item clears the stock. When derivate items are depleted, the system does not move balance held by third parties.
Important
When the function SPP-SGT is active, all order maintenance must take place in the Textile Operational Solution (SGT) to be replicated in EMS. To prevent the information from being kept in the EMS, when the program is run, it displays a message informing that there is integration with the SGT and that the order must be kept in that system.
Note
The item policy is parameterized using the Manufacturing Item Maintenance - CD1107.
When accessing the Order Implementation function, you can initially click the Parameters button and choose the editing options to consider for the order. This is necessary when editing orders because the items will be changed automatically according to the parameterization made, and no message is displayed during the update.
Note
See more in the Parameter Window (PD4100B).
When the Grain Origination module is active, when changing the ordered quantity, include treatment to adjust the contract quantity according to the order quantity, both sales contract and advance payment in the product in the purchase contract.
Requirements
The requirements to execute this function are:
Customer Maintenance - CD0704
Price Table Maintenance - CD1508
Representatives Maintenance - CD0708
Item Maintenance - CD0204
Sales Order Parameter Maintenance - PD0301
Customer Maintenance - CD0704
Price Table Maintenance - CD1508
Representatives Maintenance - CD0708
Item Maintenance - CD0204
Sales Order Parameter Maintenance - PD0301
Using the Hotkeys
This program allows you to use hotkeys to perform transactions that are usually activated using the available buttons. By means of these keys, it will be possible to maintain and add sales orders, order items, representatives, special payment terms, and prepayments.
Keys: | Description: |
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Ctrl-A | When pressed, they activate the fields corresponding to the data modification in the following cases:
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Ctrl-C | When pressed, these keys allow you to copy data in the following cases:
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Ctrl-Del | When pressed, they allow you to delete the data previously registered in the following cases:
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Ctrl-INS | When these keys are pressed, they enable the corresponding keys for adding data in the following cases:
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Ctrl-F4 | When pressed, they allow you to cancel the data previously registered in the following cases:
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Ctrl-S or Enter | When pressed, they allow you to confirm the data previously registered in the following cases:
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Note
The hotkeys can also be used for the other program resources.
Keys: | Description: |
|---|---|
Ctrl-Tab | When pressed, these keys allow you to navigate between the screens available in the program in the following cases:
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Ctrl-Q | When these keys are pressed, they select the sales order in the tree view. Using the navigation arrows, you can browse the available entities. Their corresponding data is presented in the program's main window. Important The use of these keys is available in the following cases:
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Ctrl-F4 | When these keys are pressed, they allow you to undo the data entered in the following cases:
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Ctrl-F6 | When they are pressed, the PD4000A screen is displayed, where you can select the corresponding indicator for suspending or reactivating the selected sales order. They will be available in the following case:
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Ctrl-F7 | When these keys are pressed, the PD4000K screen appears. On this screen, you can allocate the items corresponding to the order deliveries. Important These keys can only be activated in the following occasions:
Note Pressing those keys has the same effect as clicking the Manual Physical Allocation button. |
Ctrl-F8 | When these keys are pressed, the Order Totals window is presented with the following values:
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Ctrl-F9 | When these keys are pressed, the selected order will be activated. Important Pressing the keys described has the same effect as the Activate Order button. |
Ctrl-F11 | When pressed, these keys allow you add simplified data in the following cases:
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Ctrl-F12 | When pressed, these keys allow you to perform the automatic invoicing of the selected sales order. Important Pressing the keys described has the same effect as the Automatic Order Invoicing button. |
Order Implementation - Order Folder - Main Screen
Purpose of the Screen: | Register basic information of the sales order. Click Add New Occurrence or Easy Order Inclusion to enable the Main Screen information for the inclusion of the sales order. Important Run the program and see the order items screen. To start the implementation process in the base screen, click on the Orders folder and then on the New Occurrence button. |
Other Actions/Related Actions:
Action: | Description: |
|---|---|
Export information | When this button is pressed, the Export Information - EX0270 screen is presented. It allows you to enter relevant data to the export order. Important If any information about the import expenses is changed, on the Export Information - EX0270 screen, the order becomes incomplete, and it is necessary to place the order again. When the system is parameterized to do the automatic generation of the export process, the export expenses will be suggested as described in the Expenses and Taxes Generation concept. This button is enabled when the Export module is implemented and the customer entered for the order is foreign or trading. Through the Global Parameters Maintenance - CD0101, it is possible to enable the Export module. |
Easy Order Inclusion | This enables the quick inclusion of a sales order by assuming parameterized fields in the customer registration. |
Copy Order | Click to copy an order. When the customer places a new order with the same customer as the current order, the delivery code may be the same as the original order and cannot be changed. When the customer of the new order is different from the current order, the delivery code will be the same as the customer default. Note You can only copy orders of type Simple. When copying orders, the quantities, values, and dates of the original order will be taken into account. |
Suspend/ | Enables the suspension or reactivation of the sales order. See more information in the description of the Suspension window (PD4100A). |
Cancel Order | Click to cancel the sales order. See more information in the description of the Cancellation Reason window (PD4100A). |
Manual Physical Allocation | Click to allocate order items. See more information in the description of the Customer Order Allocation window (PD4100K). Important This button is enabled when:
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Expenses | You can add new expenses, as well as change or delete expenses already generated for the order. See more information in the description of the PD4100K1 screen. Important If the purchase order has been parameterized to generate expenses automatically, the customer relationships that are within the validity period will be displayed. If the order has an automatic calculation operation nature and the expense is parameterized as Percentage, the system will look for the net amount of the invoice, applying the expense percentage over it. For those expenses parameterized as Amount, the system will assume the amount entered. This button is enabled only when the user's tax country is the United States. The hotkeys for activating this button are Ctrl+E. |
Totalize Order | Click to totalize the order. |
Confirm Order | Click to complete the order and confirm the sales order. This way, the system checks whether the order has items, performs the customer credit assessment, among other consistencies and functions, calculates order item values, and makes the order available for invoicing. Note When you choose Online Allocation, this is where the order allocations will be made. Important When the customer is foreign or trading and the Export Parameters - EX0180 is marked to generate the export process automatically, it is when you click this button that the export process will be generated. If the export process numbering control is manual, the Export window will be displayed, requesting the process number. If the control is set as automatic, the process will receive the following number of the last process, and this window will not be displayed. For generating the export process, the information previously defined in Export Data - EX0270 is used to compose the export process. Expected expenses will also be considered when generating the export process. When the customer is foreign or trading and, in the Export Data - EX0270, expenses are entered in the sales order, these expenses will be apportioned for the order items when this button is pressed. Information referring to the expense apportionment are described in the Export Expenses Query - EX0401. |
Automatic Order Invoicing | Click to calculate the invoice immediately after the sales order has been implemented. It is not necessary to exit the Sales Order module. Important To be able to run this function, the operation nature of the order must be automatic calculation. For more information, visit (International) Operation Nature Maintenance - CD0609. |
Search | Allows you to locate the sales order by entering the customer's code, short name, or CGC. Important When you enter the customer code or CGC, the system will replace it with the short name, which is the sales order access key. |
Parameters | The user can define whether expenses will be generated automatically. Important When accessing the Order Implementation function, it is indicated to set the parameterization of Operation Nature and Delivery Date updates before order maintenance. |
Calculation simulation | When triggered, it displays the FT4015 report, simulating the calculation only for Simple type orders that have items with an open balance. Important This button is disabled for orders that are not open, and also for orders that are not of the "Single Order" type. |
Order Profitability | When activated, the Profitability of Order - RE4000R2 screen is displayed, in which you can see the profitability of the order, as well as the profitability and price situation of each order item. Important This field is only available when profitability control is by order item, as defined in the Sales Price Management Parameters - PR0301, and the Partial Approval for Price option is checked. |
Simulate Freight Calculation | When activated, the Simulate Freight Calculation (XC0408C) screen is displayed. In this window, it is possible to query simulations. Important This button is only displayed when the system is integrated to the TMS product and the option Simulate Freight is parameterized in the setup-shipper. |
Main Fields and Parameters:
Field: | Description: |
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Customer | Enter the code, short name, or EIN of the sales order customer.
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Customer Order | Sales order sequence number Important This number may be changed whenever the user has permission, which must be previously registered through the User Permission Maintenance program (CD0821). You can use alphanumeric characters. The system-suggested sequence is generated when the Add Order button is pressed, which adds 1 (one) to the previous order number, even if that number has not been used (canceled or deleted). |
Order Site | Default site code as the module parameterization defined in the Sales Order Parameter Maintenance - PD0301. You can edit this information at the time of implementation of each sales order. |
Type | Displays the type of the default sales order as per customer parameterization. See details in the "Default Sales Order Tp" field, "General Information" folder, Customer Update (CD1510) feature.
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Orig Order | Enter the number of the bonus request that generated the current order. For this, you have to also enter the number of the order that originated the bonus. |
Operation Nat | Default nature operation according to the customer's parameterization, registered in the function Customer Maintenance - CD1510. You can edit this information at the time of implementation of each sales order. Important The transaction nature informed will be used as the default for order items, which can be edited directly in the item. During the maintenance of the operation nature of an order already registered, the system may or may not export this change to the order items, according to the parameterization made in Parameters (PD4100B), which you access via the Parameters button. If the company works with a sales channel, the system will provide the registered nature for the informed sales channel. From the nature of the operation entered, the system determines if the sale is internal (within the State) or external (outside the State). If the sale is internal, the system will block the sales order implementation in case the first character of the operation nature is different from 5. For interstate sales, there will be a block if the first character is different from 6. In the case of an export, the system only allows you to use a nature 7 when it is a sales order for a foreign or trading customer. For non-billing natures, the system will not request a payment term, nor will it make a credit assessment (unless the nature is parameterized for consignment delivery). Through the nature entered in the header, the sales order will assume the message code associated with this nature. |
Use CFDI |
Note Filling out this field is necessary so that the code is informed in the XML file of the Electronic Invoice. |
Sales Channel | The default sales channel according to the customer parameterization registered in the Customer Update - CD1510. You can edit this information at the time of implementation of each sales order. Important This information is not required in the sales order. However, when the company works with a sales channel, it is registered in the functions Operation Natures Maintenance - CD0606 and Customer Maintenance - CD0704 and is automatically entered when the sales order is registered. |
Crop | The code of the Crop to which the order must be related. Important This information is not mandatory, regardless if the Grains module is being implemented or not. This information allows the system to perform the credit evaluation per crop. Only one crop can be entered per order and, after the partial or total service, you cannot edit the crop related to the order. |
Paym Term | Default payment term code, according to the customer's parameterization, registered in the Customer Maintenance - CD1510. You can edit this information at the time of implementation of each sales order. Important If the company works with a sales channel, the system will provide the registered payment term in the sales order. So, when you register a customer, it is important to know what is the most used payment term, that is, the customer's preference. Through the payment terms table, the system allows you to register various payment methods, specifying, among other things, the number of installments and the percentage of each installment. Thus, when implementing the sales order, the user may opt for any of the terms that were previously registered. If none of the existing terms meets the customer's need at the moment, you may enter a special one. Therefore, the code of the term must be zero. By entering the zero code, the system will enable the "Payment Terms" folder and allow you to enter a special term by entering specific dates and percentages (or amounts) for the sales order. |
Tab | Select the financing/interest table to apply to the order. With this information the system adds the selected financing rate and generates the original price right when the sales order sequence is implemented. Initially the system displays the payment term financing table entered. Important When the price type is the Informed Price, the rate for obtaining the original price is not applied and must be entered manually. When the payment term is a special "0" term, this field displays the default financing table, which is defined in the feature Order Parameter Maintenance - PD0301. |
Fin Ind | Select the sequence of the financing/interest rate from the financing table. This number determines which index to apply for price correction of sales order items. Initially this field displays the financing index sequence or interest percentage according to the average payment term entered for the order. Important If the company does not use price correction in credit sales, enter 0 (zero) in this field. The program will not fix the prices of the products. When the payment term is a special "0" term, this field displays the default index, which is defined in the feature Order Parameters Maintenance - PD0301. |
Price Type | Select one of the options that defines the price type to be considered in the implemented sales order. Options available:
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Price Tab | Default price table according to the customer parameterization registered in Customer Update - CD1510. You can edit this information at the time of implementation of each sales order. Important When entering a price table for the sales order, only items that are part of the table can be entered. An item is understood to be part of the price table when there is a valid price entered in the table for the item and the quantity entered in the sequence. Example: Assume that, in the price table, an item is priced at 10.00 for a minimum of 7 pieces, and 9.50 for a minimum of 14 pieces. In this case, you will not be able to enter a quantity of 6 pieces, and the program will block the implementation of the sequence, as there is no valid price for this quantity. |
Currency | This sales order attribute specifies in which currency sales order prices will be entered. Thus, if you enter values in the sales order in another currency at the time of invoice calculation, the program will convert these values to the billing currency. In the case of credit assessment, the system will convert the sales order amounts to the currency used for credit assessment. The sales order currency can only be changed when no Price Table is entered, otherwise, the entered table currency will be assumed as default. |
Billing Currency | Enter the currency used for converting the amount entered in the sales order at the time of invoicing. |
Use Discount Tab | When checked, it indicates that the discount table defined for the item x customer relationship will be used to set the discount to be applied to the sales order total. Important It works by default for invoice items, thus preventing the user from having to inform each item whether to use the discount table and what discount is actually given. |
Price Tab Disc | Displays the percentage of discounts defined for the price table entered in the sales order. This percentage is defined in the Price Table - CD1508, in the Discount field. See the description of the concept "Discounts Applied to Sales Order Total" in the Discounts and Bonuses Manual. |
Disc entered | Enter the discount percentages to apply to the sales order total. |
Customer Disc | Enter the discount percentage defined for the customer in the Customer Update - CD1510. |
Implementation Dt | Displays the current date as the sales order implementation date. |
Issue Dt | Displays the current date as the sales order issue date. |
Sales order profitability (PD4000R2)
Purpose of the Screen: | Query the profitability of the order, as well as the profitability and price status for each item in the order. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Customer | Short name of the customer of the order selected. |
Order | Selected sales order. |
Profitability % | Minimum percentage of sales order profitability. |
GOP | Value of the sales order's Gross Operating Profit (GOP). Note The GOP for a sales order is the total value of all items in the sales order, respecting unit quantities and values. The GOP does not consider the tax values in the sales orders, since it is the gross value of the revenue. |
NOP | Value of the sales order's Net Operating Profit (NOP). Note The NOP is calculated from the GOP, excluding taxes and the Markup components that do not fit as production costs, such as advertising and publicity costs, among other items to be considered according to the organization. |
Taxes | Value of the sales order's taxes. |
Total Costs | Enter the total value of the costs applied to the sales order. |
Margin | Enter the sales order profit margin. |
% Margin | The percentage of profit margin of the sales order. |
Deductn % | The deduction percentage applied to the sales order. |
Profit | Enter the sales order profit. |
Seq | Item sequence on sales order. |
Item | Item code on sales order. |
Refer | Enter the reference of the item, when it is controlled by reference. |
Profitability % | Item's profitability percentage on the sales order. |
Min Profitability % | Enter the minimum profitability percentage on the sales order item. |
Price status | Item price status. The statuses available for this field are:
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Tot Proft | The item's total profit. |
Description | Item description. |
MU | Item measurement unit. |
Tot Gro Rev | The total gross revenue of the item. |
Tot Net Rev | The total net revenue of the item. |
Total Costs | Total of the costs applied to the item. |
Order Implementation - Order Folder - Complements Screen
Purpose of the Screen: | Select the Complements screen in the Order Implementation - Orders Folder window. |
Other Actions/Related Actions:
Action: | Description: |
|---|---|
Edit Delivery Location | Click to view the shipping address for the order in the PD4100J window. Important When the shipping code is left blank and the user clicks this button, all fields containing the shipping address information will be enabled for the user to update them. If the shipping location has some content, the PD4100J window will only work to query the data. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Main Rep | Enter the representative that closed the actual sale. This representative is identified as a direct or main representative. In sales order implementation, the direct representative is the one associated with the sales order customer. If the company works with a sales channel, the representative is the one registered for the sales channel indicated in the sales order. From the direct representative, the indirect representatives will be automatically registered in the sales order. Registration of indirect representatives goes as follows: When you register a main representative, the program accesses the representative table, checks its existence and then checks which indirect representative is associated with it. Once the indirect representative is found, the system searches the representative table and checks for the associated indirect representative. |
Rep Order | Enter the representative's order number when the control is something other than the numbering suggested by the EMS system. |
Contact | Enter the contact name of the sales order customer. |
Triang Shipm Cust | Enter the name of the customer to whom the goods will be sent as triangular delivery. |
Destination of Goods | Define the destination of the goods. Select one of the options:
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Service Indicator |
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Delivery | Displays the sales order's delivery date. The system suggests the current data, but you can change it. Important The delivery date informed will be used as the default for order items, which can be edited directly in the item. During the maintenance of the delivery date of an order already registered, the system may or may not export this change to the order items, according to the settings made in the Parameters window (PD4100B), which you access via the Parameters button. |
Delivery Location | The customer's default shipping address implemented in the Customer Update - CD1510, "Delivery Sched." folder. This information is editable. |
Carrier | Name of the default customer carrier. This information is editable. Note Note:
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Reship Carrier | Name of the customer's default reshipment carrier implemented on the Customer Update - CD1510, General Info folder. This information is editable. Important This field is replaced by the Redispatchers button when the Datasul EMS 2 is integrated to Datasul TMS and, in the Setup-Shipper function, the option "More than one Redispatch in the Invoice" is selected. When activated, it executes the Redispatchers function, which presents the invoice data (Customer and Customer Order), the carrier, and the Sender and Recipient-delivery cities (Site City and Customer City, respectively) entered in the order. In this functionality, the XC0406 program is displayed, where you can enter up to five redispatchers during the invoice issuance process. |
Orig Delivery | Displays the original delivery date of the sales order. The system suggests the current data, but you can change it. |
Route | Displays the route to be used when delivering the items in the implemented sales order. Important The route displayed is the one implemented at the customer's shipping address. If there is no shipping address, the system assumes the route implemented in the site x customer relationship. |
State/License Plate | Enter the State code and license plate number of the goods transport vehicle. |
City/CIF | Enter the name of the city to which the company is shipping. When printing the invoices, the system prints the freight, which is the recipient's responsibility if there is no information in this attribute. This information will be verified to suggest the CIF or FOB price table, and will be used in the calculations only when the invoice is for export. Important In export invoices, when the CIF City is informed, the program will always deduct the amount of the informed expenses from the value of the goods. If a CIF City is not entered, the program will not perform such treatment. If you need to enter the CIF City after invoice generation, use the Invoice Maintenance - FT0502. This information is also used to determine the merging of sales orders in the Pre-Billing routine. See details in the topic Shipment Summaries, Pre-Billing process, Billing Reference Manual. |
Freight Mode | Freight modality estimated for Electronic Invoice and SPED. |
Message | Enter the message code that will later be printed on the invoice. |
Bearer/Mod | Code of the default bearer and customer billing mode, implemented on the Customer Update - CD0704, Financial folder. If you wish, you can change them for the sales order either through the Sales Order or Billing module. Important This information is important to streamline the Accounts Receivable process. |
PD4000J
Purpose of the Screen: | Select the Change Delivery Location button. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Delivery | Displays the code corresponding to the shipping address of the selected customer. |
Use Address in Billing | It determines whether to use the entered address for billing. Otherwise, this address will be used for delivery only. Important This field is only enabled when the Company's Country is equal to USA. |
Delivery Location | Displays the data corresponding to the shipping address of the selected customer. |
Full Address | Enter the complement to the customer's shipping address, if needed, to make it easier to locate. |
District | District corresponding to the customer delivery location. |
City | Delivery location city. |
Jurisdiction Code | Select the code of the jurisdiction corresponding to the customer's shipping address. Important This field is only enabled when the Company's Country is equal to USA. In this field, the user must select the lowest level jurisdiction code corresponding to the selected customer's address. When the order's item has a blank shipping address code, the jurisdiction code will be the same as the one entered in the Sales Order header. |
State | Federation Unit corresponding to the customer delivery location. |
Postal Code | Select the postal code of the customer's shipping address. |
Country | The country corresponding to the customer delivery location. |
P.O. Box | Enter the code of the PO box of the customer's shipping address. |
Order Implementation - Order Folder - Service Screen
Purpose of the Screen: | Allows you to select the Service screen in the Order Implementation - Orders Folder window. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Validity Period | Displays the date range for the effective period for fulfillment of the sales order. The system suggests the current date as the start date and the last day of the month as the end date, but you can change this. Important This field is documental and is only used for sales orders of type Delivery Schedule, that is, that uses a supply contract. |
Service Period | Displays the date range for the period for fulfillment of the sales order. The system suggests the current date as the start date and the last day of the month as the end date, but you can change this. Important If a date is not entered for this attribute, it indicates that the system must ignore this date. If a date is entered, it will block the billing calculation (if there is no Pre-Billing) or shipment generation for the sales order (Pre-Billing) if the estimated billing date is out of the parameterized range. |
Central Site | When the Sales Center is enabled on the Order Parameter Maintenance - PD0301, the code of the Site in which the Sales Order was entered is displayed. |
HES |
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HES date |
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MIGO |
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MIGO date |
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Order Type | Type of sales order. This is a free field for the user's own classification/indication. |
Priority | Sales order priority. The priority can range from 0 to 99 and, when the sales order is implemented, it takes the lowest priority of 99. With this attribute, you can establish which sales orders are to be allocated first in stock, in cases where there is insufficient balance, to fulfill all orders. In Pre-Billing and invoice calculation, the option "type" of the programs will allow the verification of sales orders according to the priority registered, but the user is not required to follow the billing sequence presented by the program. |
Release Invoice | Check this field to identify whether invoice calculation will be released for this sales order, in case there is not enough stock left to fulfill the sales order. Important This field can only be identified if the parameter "Release Invoice without Stock Balance" is set to consider this parameter. |
Has Prepayment | Indicates whether the customer has a prepayment or not. Important If the customer has already made an early payment to the company, the system lets you enter the amount that was anticipated. With this information, billing, when generating the trade bills that will be base for the bills in Accounts Receivable, will use the prepayment code for the trade bill. Thus, when the bill is generated, it will already be known that it has a prepayment on Accounts Receivable, and it is up to the module user to manually update the bill and the corresponding payment. When you partially invoice a sales order whose invoice value is lower than the advanced payment, the system generates a trade bill with a prepayment code and changes the anticipated amount in the sales order leaving only the unused balance. As billing provides for the possibility of joining sales orders but has no history to inform from which sales orders the prepaid amounts were acquired, in case of cancellation of an invoice in advance, the anticipated amount will not be reinstated in the order. Such a procedure must be performed manually. See details in the "Prepayments" concept, Invoice Generation process, Billing Reference Manual. |
Payment made by third parties |
Important If this parameter is selected, the operation nature cannot issue a trade note. |
Partial Billing | Identifies whether or not the sales order may be partially invoiced. |
% Canc Balance | The maximum percentage of the sales order total allowed to cancel the sales order balance. |
Exp Payment | Select the type of expense payment. This parameter indicates how the expense and tax amounts will be apportioned between trade bills, even in cases where the payment term is zero (special).
Note
If a sales order has a payment term of 5 installments, all of which are equal, each installment will contain 20% of the payment amount. The installments will be actually equal only when expenses are apportioned equally as well. In this case, when the option "Apportionment between All" is used. If the IPI is calculated in the first one, you will see that the amount of the first installment will be higher than the others. |
Business Unit | The business unit code is only enabled when the parameters "Business Unit" found in Distribution Parameters - CD2000, and "Business Unit" found in the maintenance of User Permissions - CD0821 are selected. You are not required to enter the business unit in the sales order; it works only as default for the order items when informed.
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Order Implementation - Order Folder - Vendor Screen
Purpose of the Screen: | Implement the Vendor process parameters. Important The vendor data can only be defined when:
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Main Fields and Parameters:
Field: | Description: |
|---|---|
Monthly Rate % | Percentage of the monthly interest rate. This rate will be charged from the customer by the bank that is financing the purchase. |
Payment Term | Code of the customer's payment term agreed with the bank. This will be used for the bill when closing the Vendor module. |
Grace | The number of grace days for calculating the base date. This information indicates the number of days from the transaction date necessary for closing the negotiation. |
Base date | Base date for closing the negotiation. This date is calculated from the transaction date plus the number of grace days entered. Example: Transaction date: 03/01/99. Grace days: 5. Base date: 03/06/99. |
Order Implementation - Order Folder - Notes Screen
Purpose of the Screen: | Allows you to select the Notes screen in the Order Implementation - Orders Folder screen. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Notes | A note for the order, when necessary. |
Reshipping Conditions | A comment referring to the conditions for Reshipping the goods from the sales order, if any. |
Special Conditions | A comment referring to the special conditions of the sales order, if any. |
Order Implementation - Order Folder - Total Screen
Purpose of the Screen: | Select the Total screen. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Total Order Amount | Displays the total amount of the sales order. |
Total Net Amount | Displays the sales order total net amount. |
Total Outstanding Amount | Enter the sales order total outstanding amount. |
Total Discount | Enter the total amount of discounts applied to the sales order. |
Field: | Description: |
|---|---|
Total Outstanding Amount | Enter the sales order total outstanding amount. |
Order net value | Displays the sales order total net amount. |
Total order amount | Displays the total amount of the sales order. |
Total Discount | Enter the total amount of discounts applied to the sales order. |
Important
These fields only display values after the order calculation (Confirmation or Total buttons).
Suspension reason
Purpose of the Screen: | Allows you to suspend or reactivate orders by clicking the Suspend/Reactivate Orders button in the Order Implementation screen. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Purpose | Description of the function purpose (Suspension/Reactivation). |
Reason Code | Code describing the reason for suspension/reactivation of the sales order/sales order item. This code is taken from the Cancellation Reason Maintenance feature (CD4010). |
Date | Display the current date as the sales order/item suspension/reactivation date. |
Description | Displays the detailed description of the reason for the sales order suspension/reactivation. You can complement this narrative with particular information of the sales order/sales order item. |
Cancellation reason
Purpose of the Screen: | Allow you to cancel the order using the Cancel Order button in the Order Implementation screen. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Purpose | Transaction purpose description. |
Reason Code | Code describing the reason for cancellation of the sales order/sales order item. This code is taken from the Cancellation Reason Maintenance feature (CD4010). |
Date | Current date as the cancellation date of the sales order/sales order item, and can be changed. |
Description | A detailed description of the reason for the sales order cancellation. You can complement this narrative with particular information of the sales order/sales order item. |
Customer Order Allocation
Purpose of the Screen: | Allows you to click Manual Physical Allocation on the Order Implementation screen to allocate the customer order. |
Other Actions/Related Actions:
Action: | Description: |
|---|---|
Range | Click to select a range of items by sequence, item code, reference, delivery number, and delivery date. See more information in the description of screen PD4100K1. |
Go to | Click to select the item to be allocated by sequence, item code, item reference, and item delivery number. See more information in the description of the screen "Go To Delivery". |
Allocate | Click to allocate the selected stock to the selected delivery item. See more information in the description of the screen "Delivery Allocation". |
Deallocate | Click to return the quantity reported to the source warehouse of the selected item. See more information in the description of the screen "Delivery Deallocation". |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Total Available | Qty available in stock for allocation |
Total to Allocate | Displays the total allocated delivery quantity of the selected item. |
PD4000K
Purpose of the Screen: | Range for the information to be displayed by pressing the Range button on the Customer Order Allocation screen. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Sequence | Range with the sequences to be listed for allocation. |
Item | Range with the item codes to be listed for allocation. |
Reference | Range with the references of the items to be listed for allocation. |
Delivery Number | Range with the delivery numbers to be listed for allocation. |
Delivery Date | Range with the delivery dates to be listed for allocation. |
Go to delivery
Purpose of the Screen: | Locate the delivery by clicking the Go To button in the Customer Order Allocation screen. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Sequence | Sequence number to be listed for allocation. |
Item | Item code to be listed for allocation. |
Reference | Item reference to be listed for allocation. |
Delivery Number | Delivery number to be listed for allocation. |
Delivery allocation
Purpose of the Screen: | Allocating the delivery by clicking the Allocate button in the Customer Order Allocation screen. |
Main Fields and Parameters:
Field: | Description: |
Quantity to Allocate | The number of items to be allocated. Important This field displays the ordered delivery quantity by default; when it is greater than the stock item balance, the available stock quantity is displayed. |
Delivery Deallocation
Purpose of the Screen: | Deallocate the delivery by clicking the Deallocate button in the Customer Order Allocation screen. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Quantity to Deallocate | The number of items to be deallocated. Important This field displays by default the allocated delivery quantity that will be returned to the source warehouse. |
PD4000B - Parameters Folder
Purpose of the Screen: | Parameterize the information by pressing the Parameters button in the Order Implementation screen. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Enter Quantity in the customer's measurement unit | When checked, it indicates that the quantities entered for the sales order will be shown in the customer's measurement unit as long as the item is parameterized to assume the it. This information can be parameterized in the User Permissions Maintenance program - CD0821, and will be taken automatically to the Sales Order - PD4000. |
Show available stock balance of item | When checked, it defines whether the program, when an item is entered for the order, should display the stock balance in the Available Quantity field. |
Round item quantity to multiple batches | When checked, it indicates that the system will automatically round (showing a message on screen) the quantities entered in the sales order to the multiple quantity of the item when it is parameterized to use Multiple Sales Batch in the program Item Maintenance for Billing - CD0903. This information can be parameterized in the User Permissions Maintenance program - CD0821, and will be taken automatically as default to the Sales Order - PD4000B parameters. Note The quantity will be rounded even if the user (CD0821) has permission to enter different quantities from the multiple batches. |
Keep reference on item inclusion | When checked, indicates that, in the inclusion of items that are controlled by reference in Sales Orders, the last informed reference will be automatically brought to the order's item to speed up the implementation process. |
Keep item on item inclusion | When checked, indicates that, in the inclusion of the Items, the last informed item will be automatically brought into the order to speed up the implementation process. |
Multiply component qty by configured/composite qty | When checked, it defines whether the component quantity (secondary items of the structure) should be multiplied by the quantity informed for the configured/composite product. This information can be parameterized in the User Permissions Maintenance program - CD0821, and will be taken automatically to the Sales Order - PD4000. |
Assign Total Price of Components to Composite | When checked, it defines whether the total price of the components will be attributed to the price of the composite product. |
Maintain Partially Served Items/Deliveries | When checked, it indicates that partially served items will be updated. Any change in the Sales Order header (e.g..: delivery date) that is exported to the order items and affects the price table will have partially served items recalculated or not according to parameterization of this field. |
Reopen Quotation when Canceling Orders | When checked, it indicates that the sales quotation will be reopened if the sales order is canceled. |
PD4000B - Updates Folder
Purpose of the Screen: | Maintain the information by pressing the Parameters button on the Purchase Order Implementation screen. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Operation Nature Update | Options available:
|
Update Message Code | When checked, the message code will be updated when the nature of the operation changes. The message code is registered in the Operation Nature Maintenance program - CD0606. |
Update End Consumer | When checked, this field will be used for the treatment of the "Destination of Goods" field, that is, its content will be maintained or not (final consumer or industrialization/trade). |
Auto-generate Expenses | When checked, it indicates that order expenses will be generated automatically, searching them in the expense x customer relationship. Important This button is enabled only when the user's tax country is United States. |
Update delivery location field | Options available:
|
Update Delivery Date field | Options available:
|
Price List Update field | Options available:
|
Update Price List Disc | When checked, indicates that, regardless of the price type of the order header, when updating the price table, the value of the "Discount Price List" field should be changed according to the new list entered. This field is only disabled when the "Do not update items" option is selected. |
Use Item x Customer Relationship field |
|
Update business unit | Options available:
|
Orders Implementation - Items List
Purpose of the Screen: | By using the "Next" and "Previous" navigation keys, the order items are displayed. |
Note
The items are presented in different colors that characterize the status they are in. These colors can be:
- Black: Indicates that the order's item is not served;
- Blue: Indicates that the order's item is served;
- Red: Indicates that the order's item was canceled.
Order Implementation - Items Folder - Main Screen
Purpose of the Screen: | Select the Main screen in the Order Implementation - Orders Folder window. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Sequence | Item implementation sequence number in the sales order. The user can edit this field if allowed. |
Bonus Sequence | The item sequence number in the bonus request. |
Item | Item code for sales order implementation. Important For shipping orders for processing/consignment, you can enter the configured/composite items (primary item components) for the order. In this case, only the primary item checks out the stock and moves the balance from third parties. When derivate items check out stock, the system does not move the operation balance held by third parties. The prerequisites for entering the configured/composite item are:
|
Reference | The reference of the item implemented in the sales order. Important This field is only available for items that are tracked by reference. |
Qty Available | The available quantity of the item in stock. Important This information will only be displayed for finished-product warehouses and if the Show Item Available Stock Balance field of the "Parameters" folder is checked. Check details in the Check Stock Balance field in User Permission Maintenance - CD0821. |
Qty Avail Quotas | The available quantity of the item in the Quota Management module. Important Displays the quota always available in the order item's measurement unit, not the unit tracked in Quota Management. |
Inv UM Qty | The desired quantity of the item and the measurement unit of this request. |
Qty to Allocate | Displays the quantity (physical or logical) allocated for the item during the sales order implementation/change process. Note If you have to allocate the item before confirming the order, select the field Release Stock without Evaluation found in the Customer Credit Information - CM0102 program, but the final allocation will be made only after the sales order has been confirmed. To allocate items manually, when implementing/changing the order - PD4000, it is necessary that the user has permission registered in the User Permission Maintenance program - CD0821 and that the parameters of the Sales Order Parameters Maintenance program - PD0301 are selected: On-line, Manual. In this case, you can view the allocated quantity only after manually allocating the items in the sales order header. To allocate items automatically when implementing/changing the order (PD4000), the parameters of the program Sales Order Parameters Maintenance (PD0301) must be selected as: On-line, Automatic. In this case, you can view the allocated quantity after confirming the item. |
Qty Ordered | Quantity in the measurement unit the of item in stock (internal). When the measurement unit of the quantity (Inv UM Qty) is different from that of the stock, it is converted to this MU, as shown in this field. It is this quantity that will be used internally for allocations and stock check out. The conversion factor for converting from the customer unit to the stock unit will initially be taken from the item x customer x one relationship - CD0504 and later from the relationship between item and measurement unit - CD0247. |
Price List | The number of the price list used for the item sequence. This list is entered on the sales order main screen and can be changed for the order's item. |
Original Price | The original price of the item when the price type of order items is "Entered". If the sales order price type is "Implementation Price Table" or "Billing Day Price Table", this field is not enabled and will now display the price according to the selected sales table. Important The original price, when informed, must contain the financial additions and ICMS included if the company has the value of the ICMS added to its prices.If the Configured Value Management Module is in force, it updates the price of the item. The valuation is described in Item Valuation Configured by the Configured Value Management Module. |
Price Tab Disc | The discount percentage by the number of items sold, defined in the Price List Update - CD1509. |
Cust MU Price | The price of the item converted to the customer's measurement unit. |
Use Discount Tab | When checked, it indicates that the discount table will be used to search for discounts to be applied to the total value of the item. See details in the Discounts Applied to the Sales Order Using the Discounts Table concept description in the Discounts and Bonuses Reference Manual. |
Discount Perc | The discount percentages for the item. You can enter more than one discount percentage, connected by a plus sign. See the description of the concept Discounts Applied to the Sales Order Item in the Discounts and Bonuses Reference Manual and in the feature Discount Tables Maintenance - CD1558. |
Amount entered | Enter a discount amount to apply to the sales order item. |
Tax Classification | Displays the tax classification of the item. See details in the Tax Classification field, Item maintenance for invoicing - CD0903. Important The tax classification of the item is only brought to the order's item when the item is Direct Debit or when the item has a different IPI. |
Ledger Cost | Enter the accounting cost value of the direct debit item. |
Ledger Account | Enter the cost ledger account for the direct debit items. See details for direct debit items in the "Control Type" field, Items for Stock feature, Information Preparation process, Stock Reference Manual. |
Order Implementation - Items Folder - Complements1 Screen
Purpose of the Screen: | Allows you to select the Complements1 screen in the Order Implementation - Items Folder screen. |
Main Fields and Parameters:
Field: | Description: |
Operation Nature | Item operation nature. The system allows you to edit the operation nature entered and also allows issuing invoices with more than one Operation Nature. For the field Operation Nature of Sales Order Items, the system automatically brings the nature entered in the sales order but allowing a different nature for that item or sequence entered. Important By entering an operation nature that moves the balance held by third parties, processing/consignment shipment type, and the primary item parameterized to check out stock, you can enter a configured/composite item for the order. |
Type of Service | The sales order item service type, which can be:
|
Service Site | This field is only enabled when the Sales Center is enabled in the Order Parameter Maintenance - PD0301. It suggests the Service Site parameterized in the Service Site Relationship Registration - CD2018. If the user has permission in the User Permission Maintenance - CD0821, the service site can be edited. |
Delivery Location | Displays the delivery location for the order in question as defined in the sales order header. This information is editable for the item. Important In addition to setting the delivery address for the item, this information is used to search for taxes. |
Goods Dest | Goods destination (Trade/Industry or Own Consumption/Active) per item in the order sale. The goods destination information can be edited to be different from the header. Important The system must be properly configured to enable you to edit this information. In PD0301, activate the parameter in the General - Goods Destination per Item tab. In CD0821 on the Items - Destination Goods Item tab, it is possible to give the user permission to change or not the Destination Goods by Item field in the purchase order. If the user does not have permission to change but the functionality is active, the information of the destination of the goods will change according to the information of the nature of operation if it is changed in the inclusion of the item, if the nature is not changed in the inclusion of the item it will assume the destination of the header goods. |
Delivery Dt | Displays the current date as the sales order item delivery date. You can edit it. Important In addition to setting the delivery date of the item, this information is used to search for taxes. |
Orig Delivery Dt | Displays the current date as the original delivery date of the sales order item. |
Inv Max Dt | The maximum date allowed for billing. |
Partial Min Billing % | Displays the minimum percentage allowed to invoice the partial sales order, defined by the customer. See details in the Customer Update feature (CD1510) in the General Registration Reference Manual. |
Withh ICMS on source | When checked, indicates whether or not there will be ICMS calculation withheld for the item in the sales order. |
IPI Rate | Rate of the Tax on Industrialized Products (IPI), levied on commercial operations of the item deployed, according to the Tax Legislation in effect. Important This field will only be enabled for the user if the item has differentiated IPI. |
ICMS Disc Perc | The item's ICMS discount percentage, defined in the Operation Nature entered for the item. See details in the ICMS Disc. %, function Operation Nature Maintenance - CD0606. |
ISS Rate | ISS rate on the sales order item. |
Service Code | Code of the service to be related to the sales order item, so that the search for the withholding percentage of the ISS withheld is performed at the time of the bill's calculation. |
Tax Code | Value-added tax code to be related to the sales order item. Important This field only accepts taxes of the "Value Added Tax" type to be informed, and it is not possible to inform taxes of the "Withholding Tax" and "Taxed Tax" type, except for the international product. Latin American countries can make use of the Taxed Tax due to the calculation for the "Taxed or Inclusive VAT", according to Decree No. 6539. Art.20 - Statute no. 2421- Art.85, October 25, 2005. Note For calculating Taxed or Inclusive VAT, see Maintenance of Tax Types - CD0182. |
Rate | Value-added tax rate related to the sales order item. |
Account | Ledger account to be considered when accounting this tax. |
Notes | Notes for the sales order item, if necessary. |
Order Implementation - Items Folder - Complements 2 Screen
Purpose of the Screen: | Allows you to select the Complements 2 screen in the Order Implementation - Items Folder screen. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Customer Purchase Order | Displays the customer's purchase order number and installment. This information can be filled in automatically via the "Automatic Filling of Purchase Order" button. More information is below in the PD4000ORD item. |
Use Drop Shipment | When checked, it determines that the order performs a triangular operation. Note This field is only enabled when the Company's Country is equal to USA. |
Ref. Customer | Enter the customer's purchase order code if it is alphanumeric. The customer's purchase order can have a total of 40 characters. Note This field is only enabled when the Company's Country is equal to USA. |
Business Unit | The business unit of the sales order item. Initially, the business unit that comes from the site's relationship to the sales order item is suggested in this field. When parameterized to use a business unit, this field must be filled in. When the business unit is informed and the order included, the system performs the following validations:
|
Extended Customer PO |
|
Equipment |
|
Purchase Order Autofill – PD4000ORD
Purpose of the Screen: | Complete the fields purchase order code and installment in the order items when this information is sequential. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Initial Seq | Code of the initial sequence of the selection range, this sequence will be filled with the purchase order and installment values entered on the screen. |
End Seq | Code of the final sequence of the selection range. The later items will not have the purchase order filled in. |
Increase Purchase order/Installment | Indicates the field to be increased. If "Increase Purchase Order" is selected, the Installment field will be only replicated, and vice-versa. |
Increase | Indicates the quantity that will be added to the field at each sequence. |
Purchase Order | Must be filled in with the purchase order code of the first sequence of the range to be edited. The information entered in this field must be numeric in order to be increased. |
Installment | It should be filled in with the installment of the purchase order of the first sequence of the range to be changed. |
Order Implementation - Items Folder - Discounts Screen
Purpose of the Screen: | Allows you to select the Discounts screen in the Order Implementation - Items Folder screen. The discounts shown on this screen refer to the total discounts calculated, searched at the matrix registered in the feature Discount Table Maintenance - CD1558 when the Discounts and Bonuses module is deployed, or in the Price List Maintenance - CD1508 feature when the module is not deployed. Descriptions of Discounts 1 through 5 are assumed as defined in Discounts and Bonuses Parameters - BN0301 and, if this module is not implemented, the descriptions remain as shown on the screen below. When placing the sales order, when the Discounts and Bonus module is deployed, check the Validate discounts parameter of the discount policy (Discounts and Bonus Parameters - BN0301). If the field is checked, the total percentage of sales order discounts must be validated against the user's maximum % discount field. If the field is not checked, the total % of discounts must be calculated disregarding the discounts of the Discounts and Bonuses module which, in this folder, are: Discount 1, Discount 2, Discount 3, Discount 4, Discount 5, Discount percentage referring to the payment term, discount percentage referring to the controlled period. |
Other Actions/Related Actions:
Action: | Description: |
|---|---|
Reload discounts according to the discount table | When activated, allows you to update the pro item discounts in the order based on the Discount Table Maintenance - CD1558. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Disc Perc Term | Displays the discount percentage by average payment term. Important This discount is only available when the Discounts and Bonuses module is implemented and properly parameterized to grant discounts per payment term. This discount is set in the payment term. |
Disc Perc Period | Discount percentage for the period. Important This discount is only available when the Discounts and Bonuses module is deployed and properly parameterized to grant discounts per period. |
Grant Bonus Qty | When checked, it indicates that a bonus will be granted by quantity. |
Discount 1 | Percentage or value found in the search for the best discount from the discount table, to be applied for the first discount, defined in Discount and Bonus Parameter Maintenance - BN0301. Important The field name (example Discount (1)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed. |
Discount 2 | Percentage or value found in the search for the best discount from the discount table, to be applied for the second discount, defined in the Discount and Bonus Parameter Maintenance - BN0301. The field name (example Discount (2)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed. |
Discount 3 | Percentage or value found in the search for the best discount from the discount table, to be applied for the third discount, defined in Discounts and Bonuses Parameter Maintenance - BN0301. Important The field name (example Discount (3)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed. |
Discount 4 | Percentage or value found in the search for the best discount from the discount table, to be applied for the fourth discount, defined in Discounts and Bonuses Parameter Maintenance - BN0301. Important The field name (example Discount (4)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed. |
Discount 5 | Percentage or value found in the search for the best discount from the discount table, to be applied for the fifth discount, defined in Discounts and Bonuses Parameter Maintenance - BN0301. Important The field name (example Discount (5)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed. |
Implementation Orders - Delivery List
Purpose of the Screen: | Allows the implementation of orders in the delivery list. |
Order Implementation - Items Folder - Deliveries Screen
Purpose of the Screen: | Allows you to select the delivery date from the Deliveries screen. You will see the delivery details. This screen will only be available for orders other than "Simple Orders". |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Delivery No. | The system automatically gives the sequential numbering to characterize each order item delivery. |
Qty Available | The quantity available for allocation. Important The quantities available for allocation can only be viewed when order items are added or edited. |
Inv UM Qty | This field displays the ordered quantity of the item entered in the field of the same name in the Order Items Main window. |
Qty Ordered | Quantity in the measurement unit of the item in stock (internal). When the measurement unit of the quantity (Qty MU Billing) is different from that of the stock, it is converted to this MU, as shown in this field. It is this quantity that will be used internally for allocations and stock check out. The conversion factor for converting from the customer unit to the stock unit will initially be taken from the item x customer x one relationship - CD0504 and later from the relationship between item and measurement unit - CD0247. |
Qty to Allocate | The quantity of the item to be allocated to this delivery. |
Cust MU Price | The item price converted to the customer's measurement unit. |
Type of Service | The type of service of said delivery. This type can be:
|
Delivery Date | The date on which the specified quantity will be delivered. |
Delivery Time | The (approximate) time when the specified quantity will be delivered. |
Delivery Type | The type of delivery of said quantity. This type can be:
|
Notes | Specific delivery comments or notes. |
Orders Implementation - List of Representatives
Purpose of the Screen: | Present the representatives. By using the "Next" and "Previous" navigation keys and selecting "Representatives", the order representatives are displayed. |
Order Implementation - Items Folder - Addition Screen
Purpose of the Screen: | Allows you to select the Inclusion screen in the Order Implementation - Representatives Folder window. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Representative | The code of the sales order representative. |
%Commission | The commission percentage of the representative. You can change the percentage. |
%Issue | The percentage of the commission to be credited to the sales order representative at the time of issuing the bills resulting from the sale.
If, for a representative, 10% commission on sales was specified, and if the percentage of commission to be credited on the issue was 50%, the representative's effective right at that time corresponds to 5% on the bill's value (i.e.: 10% * 50% = 5%). The remaining 50% commission will be credited upon payment of the bill. Assuming that, on a BRL 10,000.00 invoice whose calculation base is BRL 9,400.00, the commission percentage 1%, and the commission on issuance is 45%, the representative is entitled to a total commission of BRL 94.00. At the issuance, the representative will receive 45% of this amount, i.e., BRL 42.30. |
Order Implementation - Special Payment Terms Folder
Purpose of the Screen: | By using the Navigation keys "Next", "Previous", and selecting "Special Payment Terms", the payment terms for the order are presented. |
Order Implementation - Special Payment Terms Folder
Purpose of the Screen: | Allows you to select the Inclusion screen in the Order Implementation - Special Payment Terms Folder. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Sequence | Displays a sequential number for the payment term. This information is editable. |
Due Date Type | Set due term. Select one of the options:
|
Due Date | Due date of the pre-payment. Note If you choose to enter the validity by the due date, this criterion must be followed for the other installments of the order. When opting for a due date, no days from the date should be entered. |
Due Days | The number of days until prepayment due date. Note If you choose to inform the due date by the day of the due date, this criterion must be followed for the other installments of the order. When opting for due date days, the due date should not be entered. |
%Payment | The percentage to be applied to the total order value for prepayment. |
Installment value | The value of the installment to be paid in advance. |
Order Implementation - Prepayments Folder
Purpose of the Screen: | Allows you to select the Prepayments folder in the Order Implementation screen. |
Main Fields and Parameters:
Field: | Description: |
|---|---|
Date | The date of the early installment. |
Value | Value of the early installment. |
Notes | Comments on the prepayments. |
Concepts
Field Update in Order Implementation
Carrier Search on the Sales Order Implementation
Automatic Invoice Calculation in the Sales Order Implementation
Special Payment Term Entered on the Sales Order
Sourcing Contract on the Sales Order Implementation
Determination of Delivery Dates for the Sales Order Items of the Delivery Schedule Type
Default information for the sales orders
Sales orders of the Supply Contract Type
Sales orders - Delivery schedule type
Summarizing Deliveries overdue in the Delivery Schedule
Item valuation in the order or invoice implementation
See Also
Distribution Parameters Maintenance (CD2000)
Business Unit in the Business Family Maintenance (CD1310)
Business Unit by Item Maintenance (CD9762)
Related Content:
HOW TO:
Make it possible for the user to calculate the freight simulation when registering the sales order in the Datasul ERP line. The purpose is to allow the identification of the freight value of the Sales Order products, i.e., when registering a sales order in the Datasul ERP line, it is possible to obtain the freight value by calling GFE's Freight simulation calculation for the Sales Order products.
This button is disabled for orders that are not open or partially served, and also for orders that are not of the "Simple Order" type.
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