Linha Microsiga Protheus - Inglês

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  • Sales Order - Localizations (MATA410 - SIGAFAT)
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The order is considered fundamental for a company's billing. Through it, sales and the demand for products and services can be determined. It is the document that shows the company customer's needs in products and/or services.

The order is a confirmation of the sale and, when there is a need of formalization of the customer's requirements in relation to what your company can offer you, it is the main instrument for its confirmation.


There are different types of sales orders:

  • N = Normal
  • B = Enhancement (Use supplier)

When a product is sent for storage/fixing/enhancement at third parties' facilities, a control over these amounts is available.

To control third party's possession, modules of Invoicing, Purchases and Inventory/Costs must be implemented.

For third party's possession with inventory movement, depending on the operation, the cost is the same as the entry cost.

  • For operations of third parties, the cost will be equal to the inflow cost.
  • For operations at third parties' facilities, the cost is the weighted average cost.


The system controls the company's amount in third party's possession and the third party's amount in possession of the company.

For third party's possession with no inventory movement, the system stores the company's net product balance that is in third party's possession but still belongs to the company's inventory.

Fill out the following information: Has TIO with Third Party's Possession = R (Dispatch) or D (Dispatch Return), according to enhancement requirements.

When option is set to D (Return), if the origin invoice is not typed or selected through [F4] on the field Amount in the sales order, all dispatch invoices with balance to be returned are displayed. Select the invoice and press [Enter].


Image AddedNote:

After filling out fields Reference Fee and Reference Currency, a record of exchange reference fee is upheld, in the event of invoices issued in local currency regarding dollar and invoices issued in dollars regarding the local currency. This information is used in routines Invoice Generation and Packing Slip Generation.


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Application

When sending products for enhancement, the following tasks must be performed:

  1. Register an enhancement code in the structure;
  2. Issue an invoice for the raw material referring to the dispatch for enhancement. This invoice will be saved to the third party possession balance file, for control, invoice by invoice.
  3. A PO relating to the product that will be the result of the enhancement is opened.
  4. When receiving the material through the inbound invoice, inform the enhancement product code and the number of previous PO. Thus, the requisition of the same product is generated for the referenced PO.


Image AddedImportant:

  • Dispatch on Inflow is a dispatch from your customer: use Type B invoice and TIO with R in the field Third Party Possession.
  • Dispatch on Outflow is a dispatch to your supplier: use Type B invoice and TIO with R in the field Third Party Possession.
  • Return on Inflow is the return of a dispatch already made to your supplier: use Type N invoice and TIO with D in the field Third Party Possession.
  • Return on Outflow is the return of a dispatch already made by your customer: use Type N invoice and TIO with D in the field Third Party Possession.
  • If the Product File has the information relating to weight, quantity by package, package weight, etc., the fields Net Weight and Gross Weight can be automatically filled in, if Triggers are created for these fields (see topic Triggers in the Configurator Module).
  • Among the fields Quantity and Qty. Released, the system makes the necessary verifications and releases the order automatically if there are no credit restrictions for the customer and product stock..


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See Also

To query sales orders, refer to:

  • Sales Order x Customer Report
  • Sales Order x Product Report
  • Order by Product or by Grid Report
  • Orders To be Billed Report

Image Added

  • LCT Calculation in the Invoicing routine
  • EXC Calculation in the Invoicing routine

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  • Additional Tax (IAD) Calculation in the Invoicing routine

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  • Value Added Tax (VAT) Calculation in the Invoicing routine
  • Selective Consumption Tax (ISC) Calculation in the Invoicing routine
  • Income Tax Withholding (RIR) in the Invoicing routine

To query other modules and routines involved in this process, refer to the following topics:

  • Invoicing Module
  • Purchases Module
  • Inventory/Costs Module
  • Configurator Module

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