Entering Order and Customer Information
For each order or invoice transaction, enter the following information on the Order and Customer tabs:
Order tab:
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Order Number — a number that is usually assigned by the program, although you can enter a number of your choice.
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Customer Number — the number you use to identify the customer. Click the credit check button to see if you should continue with the order.
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Template Code — identifies the default template from the Options form; you can select another template if you wish, or leave the field blank. For more information, see Using Order Entry templates.
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PO Number — the number of the customer's purchase order, if known.
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Order Date — the date of the order. The date you enter for a future order determines when the order will be activated by Day End Processing.
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Location — the code identifying the inventory location from which you are shipping items to fill the order (taken from the customer record). This location is the default location for the detail lines, although you can select different codes for order detail lines.
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Order Type — select Active, Future, Standing, or Quote.
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Multicurrency ledgers. If you use multicurrency accounting, you can assign a standing order only to a customer with the same currency as the standing order.
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Quote Expiration Date — the date the quote expires, if you select Quote as the order type. Order Entry automatically deletes the quote when you run Day End Processing on the expiration date.
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From Multiple Quotes. Choose if creating an order from more than one quote, and then click the Zoom button to select the quotes. If you use this option, you must select quotes before adding any detail lines for the order.
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Calc Tax — select this checkbox if you want the program to automatically calculate tax on the order.
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On Hold — select this field if you need to put an order on hold.
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Ship-To Location — the code identifying the customer's shipping address. Order Entry uses the address in the customer record unless a primary ship-to address is identified in Accounts Receivable. If you select an existing ship-to location code (defined in Accounts Receivable), Order Entry displays the price list, territory, tax group, and sales split information stored for the ship-to location.
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Expected Ship Date — the date on which you expect to ship the order.
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Description — optional, the description is displayed as the description for the invoice in Accounts Receivable.
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Reference (optional).
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Comment (for example, an announcement of a sale or special instructions for the order; optional). You can include the comment on printed order confirmations, picking slips, and invoices. For instructions, see the online document, ”Customizing Printed Forms”.
Customer tab:
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Ship Via (identifies the carrier or delivery method; optional). The program displays the ship-via description from the customer record or ship-to location record (or if no ship-via is specified, from the ship-via code in the order template).
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Tracking Number — a waybill number for the whole order. You can also enter separate tracking numbers for item details if the order requires several shipments.
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FOB Point (identifies the location at which the customer begins paying freight charges on the order; optional).
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Territory (identifies the customer's sales territory code; optional).
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Customer Type — a code identifying the discount level for the customer (from the A/R customer record).
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Price List (the code identifying the default price list from which prices are displayed on detail lines). The price list comes from the A/R customer record. You can select different price lists for individual detail lines.
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Tax Group — the code identifying the customer's tax group (from the A/R customer record).
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Terms — the code identifying the customer's payment terms for the order or invoice.
See also