Items are moved from Reserved to Ship using the Release Reserved Stock program, not the Sales Order Entry program.

The order quantity must be shipped or placed in backorder as the Reserved quantity field is not available.

This defaults to the setting for this option within Sales Orders Setup program.

When this option is enabled, the lot, bin and serial information (when applicable to the stock item) must be entered when stock is placed in reserve.

When this option is not enabled, the lot, bin and serial information is entered when the items are shipped.

When maintaining orders with a quantity in reserve, this option must be set as it was when you initially entered the order. For example, you create a sales order with: Order qty = 10 Reserved qty = 2 Back order qty = 8 Lots, bins and serials allocated at time of reserving. This means that the lots, bins and serials were allocated for the 2 items placed in reserve. You now want to change the reserved quantity to 5. When you maintain the order, you also must select to request lots, bins and serials at the time of reserving. You cannot have lot, bin and serial information against the first 2 items in reserve and not against the next 3 you are placing in reserve. The reverse is also true. With the above example, if you had not selected to reserve lots, bins and serials when you placed the quantity of 2 into reserve, then you must not select this option when you place the 3 items into reserve.

Apply your selections for the current run of the program and display the Sales Order Entry screen.

You can select the Reserve/Ship function from the Sales Order Entry screen to change your selections for these options.

Cancel the entire order and discard any entries made to the order you are currently processing or maintaining.

See Activity considerations in Notes and warnings.

This function may be password protected.

See Password considerations in Notes and warnings.

	You can cancel an order which has been partially invoiced and is in a status of 2 (i.e. open back order) if you enabled the option: Cancel open order previously invoiced (Sales Orders Setup). Any order previously invoiced (irrespective of its status) cannot be cancelled, but has to be set to complete when the Cancel open order previously invoiced option is not enabled.

This option is disabled while the Save function is enabled on the Order Line form.

See Restrictions and limits in Notes and warnings

Enter the customer against whom you want to process the order in the Customer field.

Enter the order number you want to maintain in the Order field.

See Activity considerations in Notes and warnings.

Refer to Order Maintenance for additional information on maintaining sales orders.

Some of the order header details can be maintained from the Order Header pane within the Sales Order Entry program.

See Activity considerations in Notes and warnings.

When using Trade Promotions, the allocations for free goods are removed when the line containing the promotion is cancelled.

You can only cancel a line on an order which was previously invoiced if the option: Cancel open order previously invoiced (Sales Orders Setup) is enabled. The line can, however be set to complete. When maintaining an order, you cannot change or cancel a miscellaneous order line that was added for Projects & Contracts deposits or retentions (see Projects and Contracts Introduction). You cannot cancel a comment line containing packaging details. Packaging details can only be changed by amending the packaging against the order line (i.e. you need to update the line and against Dimensions select Packaging). You can cancel a line on a partially invoiced order if the option After delivery note print maintenance is set to No maintenance allowed (Sales Orders Setup) providing you are allowed to cancel non-invoiced lines on a partially invoiced sales order. The SO Cancel sales order line eSignature (eSignature Setup) can be used to prevent operators cancelling a line under certain conditions (e.g. when the line has been allocated to a delivery load). When you cancel a line linked to a Purchase order requisition Stores transfer, the Sales order link is removed and the requisition status changed to Approved.

See Restrictions and limits in Notes and warnings

See Activity considerations in Notes and warnings.

This option is only enabled when maintaining an order.

When this is selected, the order line is set to a status of 'C' and any allocations are removed for stocked lines. Ship and backorder quantities are quantities are cleared for merchandise lines. Non-merchandise lines are set to 'Already Invoiced'. The order status remains in tact.

If the line is for a kit type parent item, then the related kit component lines are automatically set to complete.

Order lines can only be set to complete based on the order status as follows:

See Activity considerations in Notes and warnings.

Physically open the cash drawer without printing an invoice.

	In order for this function to work, the hex code for opening the cash drawer must already be defined against the drawer (see Browse on Cash Drawers). You can password-protect access to this function (Password Definition).

Use the SO Change Warehouse on Credit Note Line program to change the warehouse on all the stocked lines on a credit note.

This option is enabled when using Order Maintenance for a credit note.

Indicate the customer against whom you want to process an order.

When credit checking is enabled (Sales Orders Setup) the system verifies whether the customer has exceeded the invoice terms or the credit limit (Customers) and if so, the order is placed into a status of suspense. Orders in a status of suspense do not increase the customer's credit limit.

If you are processing a Counter Sale, then this defaults to the Counter sales customer defined against your operator code (Operators- Defaults). If this is not defined, then the Default customer for Counter sales defined in the Sales Orders Setup program is used.

You can add and maintain fields for the following type of lines:

Some of the order header details can be maintained from the Order Header pane within the Sales Order Entry program.

Indicate the options you require for reserving stock (see SO Reserve or Ship Stock).

Indicate the specific type of order for which you want to record and maintain your customer orders.

This defaults to the order type entered at the Default type of sales order field against the customer (Customers). If the Default type of sales order against the customer is set to: Operator default, then the Type defaults to your selection at the Preference: Default type of order.

You can only process a Billing, a Credit note or a Debit note when the Sales Order module is not installed and you access the Sales Order Entry program from the Transaction Processing menu of the Accounts Receivable module.

See Activity considerations in Notes and warnings.

Option	Description
Order	Enter a customer order that you want to deliver in full or that you want to part-deliver. Stock is allocated immediately and insufficient stock can be placed on back order. You can print an order acknowledgement, a delivery note and an invoice.
Billing	Enter a customer order that must be processed immediately. Stock is allocated immediately and insufficient stock can be placed on back order. You can print an order acknowledgement and an invoice.
Scheduled order	Enter a customer order that you want to process at a specific date in future, or where the customer has requested different delivery dates for the items on the sales order. A line ship date is attached to each merchandise line. Stock is allocated only once the Scheduled Order Allocations program is run and the time period within which scheduled orders must be allocated is reached. The cut-off date is determined by your entry at the option: Days to allocate scheduled orders (Sales Orders Setup). You can print an order acknowledgement, a delivery note and an invoice.
Credit Note	Process a credit (or refund) against a customer's account and produce a formal document for the customer. You can process a credit note against an existing invoice by entering an invoice number (from the Invoice tab of the SO Header Maintenance program) and selecting from the original invoiced sales order those lines you want to credit. When you process a credit note linked to an existing invoice for a non-stocked item linked to a job, the credit note is linked to the job according to your selection at the preference: Update non stocked jobs when creating a credit note (see Preferences). A credit note linked to a foreign currency invoice is always processed at the exchange rate defined against the invoice. The same applies to the tax rate. When you process a credit note linked to an existing invoice that includes Accrual type promotions, the accrual promotion for the original invoice is reduced based on the quantity credited providing the option Credit accruals from invoices is enabled (Trade Promotions Setup). The accrual promotion value to reduce is calculated pro-rata based on credit note quantity. When maintaining a credit note line with attached accrual promotions, the accrual value is recalculated based on the new quantity on the credit note line. The accrual value is also adjusted when the credit note is cancelled. When you process a credit note linked to an existing invoice that includes an Off Invoice promotion with an Off invoice allowance type of Line promotion, then these lines are recorded against the credit note if the option Credit off invoice lines from invoices is enabled (Trade Promotions Setup). In addition, when a qualifying credit note line quantity is changed, the value of the off invoice promotion miscellaneous line is reduced based on the quantity credited. The value of the promotion recorded on the miscellaneous line is simply calculated on a pro-rata based on quantity credited. Note that credits do not affect any budget limits that may have been accrued on the promotion. Note that when crediting against an original invoice, the original level of the promotion is not taken into account. The value of a promotion recorded on the miscellaneous line is simply calculated pro-rata based on quantity credited. The quantity invoiced already is not affected by the subsequent credit. For example: An off invoice promotion for an item gives 20% discount for buying a quantity of 10 or more and a 5% discount for a quantity of 5 to 9. The item price is 10. The customer purchases 15 of the item and receives 20% discount. The invoice amount is for 15 x 10 less 20% = 120. When the customer returns 8 of the item, the miscellaneous line on the credit note will be 8 x 10 less 20% = 16. The fact that the customer has in effect now only purchased 7 of the item and therefore only qualifies for a 10% discount is not taken into account by the credit transaction. The credit does not requalify the promotion. Credit notes can be processed for any individual kit components if all of the following apply: the components are part of a Kit type defined as Kit type (Stock Codes) For a kit with a Kit type defined as Sub, the parent is determined independently of the components, so you cannot credit only a component, since you do not have the price. You therefore cannot select a component without first selecting the parent. You have to credit the price of the parent, regardless of which components are selected to credit. Ideally you should credit the whole kit in this case, since the full price will be credited. the credit note is processed against an existing invoice you are allowed to select individual kit components from an invoice. If the activity: SO Select individual kit component from invoice for credit is disallowed against your operator code, then you can only select to include the entire kit (i.e. all components of the parent item are automatically included in the credit note). See Activity considerations in Notes and warnings. Inventory allocations are updated only once the credit note is printed. Items cannot be placed on backorder. You can print an order acknowledgement and a (credit) invoice. You can only enter negative quantities for credit notes if you enabled the option: Negative quantities for sales orders (Sales Orders Setup). No credit checking is performed when processing a Credit note, irrespective of the setup options selected for credit checking (Sales Orders Setup). You can assign to prevent the unauthorized posting of a credit note where the total value or quantity exceeds the original invoice. This applies only if the credit note is applied to an existing invoice (i.e. no checking takes place for credit notes entered in the Accounts Receivable module). See Password considerations in Notes and warnings. When you process a credit note and link it to an invoice, you are prompted to select the original lines from the invoice (see SO Header Maintenance and SO Sales Order Lines from Reprint). The message: You have selected to process a credit note against an existing invoice. Do you wish to select the original order lines from that invoice? is displayed. If you select Yes to copy the original invoice lines to the credit note, the following applies to costing: If FIFO costing is in use, then the credit note cost is taken from the invoice. If the invoice cost was entered against the original sales order lines, then there is a 'c' in the PrtOnInv field and the FIFO cost on the reprint record is used for the credit. If you are using FIFO costing (but not Actual Costing), then a new FIFO bucket is created using the cost from the Invoice reprint file (providing the cost was entered against the original sales order lines). If you are not using FIFO costing, then the cost against the original invoice is used and not the current warehouse costs of the items. If you select No and you are using FIFO costing (but not Actual Costing), then you manually add the lines to the credit note and the credit note cost is taken from then the latest FIFO bin cost. If you are using FIFO costing (but not Actual costing) and you have no stock and you process a credit note, then a new FIFO bin is created using the last cost.
Debit Note	Process a debit adjustment against a customer's account and produce a formal document for the customer. If the debit note relates to a stocked item, the quantity of stock on hand is decreased only when the invoice is printed. You can print an order acknowledgement and an invoice. No credit checking is performed when processing a Debit note, irrespective of the setup options selected for credit checking (Sales Orders Setup).
Forward order	Process customer orders that require stock allocations to be made at a future date. Items may be placed on backorder. Stock is allocated when the forward order is converted to an order or a scheduled order according to the rules applicable to these order types. You can print an order acknowledgement. Forward orders do not deplete a customer's credit limit until the order is shipped. No credit checking is performed when processing a Forward order, irrespective of the setup options selected for credit checking (Sales Orders Setup).
Counter Sale	Process a cash sale over the counter. Stock is allocated immediately and payment can be made immediately by check, cash or credit card. Alternatively, you can debit the account of customers who hold accounts with you. You can print a (cash sale) invoice.
IBT	Process Inter Branch Transfers. These are stock transfers between branches in your company. The transferred items are invoiced at their current inventory cost price. Stock is allocated immediately. Items can be placed on backorder. An IBT follows the normal tax rules. This means that tax is applied to the transaction if the customer is defined as being taxable (Customers). If you do not require tax to be applied, then you need to use a SCT (Supply Chain Transfer). You can print an order acknowledgement, a delivery note and an invoice.
Hierarchical Order	Process an order for line items that are normally associated with a job and where the job is linked to a contract. Only non-stocked items can be entered on hierarchical sales orders. You can print an order acknowledgement, a delivery note and an invoice. You cannot enter stocked lines on hierarchical sales orders. Although you can enter miscellaneous and freight lines, they are not assigned to the job hierarchy. To assign these charges, you must enter them as allocations. Once allocated to a sales order, a job number cannot be used for another sales order. All non-stocked lines must have three decimals to enable the Part Billings program to part book decimal portions. The Back order release or retain option must be set to Manual or Automatic (Sales Orders Setup) as hierarchical sales orders are always placed on backorder automatically. You cannot use the Back Order Release program to release hierarchical sales orders. Once a delivery note has been produced and the order is in a status 4, you can only release the order for invoicing using the Part Billings program. The following should be noted when maintaining an hierarchical order: Maintaining existing order lines Since the order quantity is automatically placed onto back order, maintenance of the ship quantity is not allowed. Quantities can only be released from back order using the Part Billings program. If the net value of an order line is changed when maintaining a hierarchical sales order, the value of the change must be distributed to a valid hierarchy. The value of the change is added to either the original sales value or is entered as an adjustment value. Adding new lines to an existing sales order In principle, this functions in the same way as when you are adding the original lines to a new sales order, but you must indicate whether the value of the line must be added to the original sales value or the adjustment value. Deleting existing lines and cancelling an order Deleting an order removes the order from the order master file and from the job hierarchy details file. As a result all details for the sales order are removed. You cannot cancel an hierarchical order which is ready for invoicing. This is because the Part Billings program has been used to release the back ordered lines and the cost of sales and billings have already been updated. There is no way of reversing the cost of sales and billing entries that have been updated.
Supply Chain Transfer	This is a transfer of stock between multiple warehouses in your company and is always processed in the your local currency. Stock is allocated immediately and can then be physically transferred at a later date. This enables you to effectively reserve stock to be transferred to another warehouse. Although similar to inter-branch transfers, supply chain transfers do not require the capture of customer details. Items to be transferred can be placed on backorder. This type of order is available only if the option: Full Goods in Transit transfers facility is enabled (Inventory Setup). Tax cannot be applied to the transaction. If you require tax to be applied, then you need to use an IBT (inter Branch Transfer). SCT orders created from the Supply Chain Review program are always created as back orders. The price at which stock is transferred is the current inventory cost of the stock. You can print an order acknowledgement and a delivery note for a SCT. Only stocked merchandise lines and comment lines can be entered, but the transfer cost multiplier assigned to the stock code/warehouse provides the facility to include transport costs at the receiving warehouse. When you process a SCT for a Kit part defined as a type 'kit' or 'sub,' (Stock Codes) the appropriate components are selected at cost. Both the Kit parent and the component(s) must exist in the source warehouse. The creation of a transfer on completing the SCT ignores the parent part. The Transfer In process receipts each component into stock as a separate item. If you select the Preference: Allow SCT for non-transfer supplied warehouses, then you can create a supply chain transfer for a non-transfer supplied warehouse. If you enabled the option: Include returnable item in SCT (Sales Orders Setup) then any attached service charge for a returnable item is added to the SCT order. The returnable item is always issued from the source warehouse and receipted into the target warehouse for the SCT. Although an SCT may proceed through the normal order process of printing a delivery note before releasing it to a status 8, it can also proceed directly from a status 1 to status 8 without the printing of a delivery note. A transfer reference number is allocated (or entered, if you selected a manual numbering method) at the time of releasing the SCT to a status 8. If you enabled the Sales Order Setup option: Use source branch for numbering SCT orders then the next number assigned to a supply chain transfer order is based on the numbering method of the branch assigned to the source warehouse. Otherwise the numbering method of the branch assigned to the target warehouse determines the next order number assigned to a supply chain transfer order. The error message: "Branch to be used for SCT is invalid" indicates that a valid AR branch is not defined in the Goods in Transit Branch field of either the source and/or destination warehouse for the SCT (Warehouses).

This option is also available from the End Order function for Billing type orders.

If you enabled the option: Change to counter sale (Sales Orders Setup) then you can change the order type of a normal order to be a counter sales order when processing deposit transactions against the order.

This option is only enabled when:

This option is disabled while the Save function is enabled on the Order Line form.

When you select this option, the order header is created.

You typically select this option if you wanted to obtain the order number and later add the order lines using VBScripting or a business object.

If you do not select this option, then the order header is only created after you enter and save the first order line.

This option is only enabled:

When you end an order, the Minimum order rules defined against the customer are applied (Customers).

When enabled, the order cannot be part shipped and no delivery note or invoice can be produced whilst there is a quantity in backorder on any order line. Only an order acknowledgement can be generated.

	This option does not apply to Supply Chain Transferorders or to Dispatch Notes.

This option cannot be changed if the Invoice whole order only option is enabled against the customer (Customers) and you do not have access to override the 'invoice whole order' rule.

See Activity considerations in Notes and warnings.

This indicates the purchase order reference supplied by your customer for the order. This reference number is assigned to the invoice produced for the customer.

You can view the customer's purchase order number when querying invoices for the customer.

If you are using master/sub accounts and the order is for a sub-account customer (where the invoices are attached to the master account) then the store number of the sub-account is displayed in the field by default, thereby reflecting the branch (or store) that ordered the goods. This applies when the order is for the sub-account.

If the sub-account is attached to the master account with invoices attached to the sub-account, then the store number is not displayed in this field by default.

Depending on your selections at the option: Duplicate customer purchase order number (Sales Orders Setup) you are either warned or disallowed from continuing if you enter a customer purchase order that has already been used on another sales order.

	You cannot access this field when maintaining an Electronic Data Interchange (EDI) order.

When you process a SCT (supply chain transfer), the Order branch defaults to the branch defined against the receiving warehouse unless the sales order numbering method is defined By branch and the option Use source branch for SCT numbering is enabled (Set Key Information) in which case the Order branch defaults to the branch defined against the source warehouse. The branch cannot be changed using the Sales Order Entry program when processing a SCT.

	You cannot change the branch if the setup option: Branch/geographic area change is set to Not allowed (Sales Orders Setup). In addition, the system only checks whether General Ledger integration is defined for the branch if this setup option is set to Allowed - GL integration check.

Enter the code associated with the person in your company who was responsible for the sale and to whom sales commission might be payable.

This defaults to the salesperson defined against the customer (Customers).

See Field considerations in Notes and warnings.

This indicates the date on which the order is captured, or the date on which the sale is made. If you enabled the option: Order date to invoice date for billings (Sales Orders Setup) then this date becomes the invoice date for billings. You can set a default order date for this run of the program by selecting the Dates option from the Options menu (see Default Dates).

If the sale is subject to a contract price and the Basis for contract pricing is set to Order date (Sales Orders Setup) then the date you enter in this field determines the validity of the price. This date must be in the range of the valid sales order contract (see SO Contract Prices) for the correct price to be used on a sales order. If a customer places an order two months into the future, you can use the order date to determine whether a price/contract would be valid at that time.

If you enter a non-working date, you are given the option of selecting the next/previous working day.

You are prompted to requalify sales order lines for trade promotions when the order date is changed.

This date is also used by the Requirements Planning system to determine when stock is required.

For orders other than Scheduled and Forward orders, the ship date you enter here is applied as the ship date to the order lines added.

For a Scheduled order, this indicates the default line ship date. You can allocate a ship date to each order line only for Scheduled orders and Forward orders.

When you maintain an order and you change the Ship date, you are given the option to apply the new ship date to all order lines currently on the order.

The Ship date cannot be later than the Receipt date for a Supply Chain Transfer.

If you enter a non-working date, you are given the option of selecting the next/previous working day.

For a Blanket Sales Order, the Shipment days field on the contract (Contract Maintenance) is used to calculate the ship date.

The default terms held against the customer is reflected here, but you can select the invoice terms that you want to apply to the order. (Customers).

Enter the order type for the order. Order types are maintained using the SO Browse on Order Types program.

If the setup option: Validate order type is enabled (Sales Orders Setup) then you must enter a valid order type in this field.

This defaults to the order type defined against the customer (Customers). If this is not defined, then it defaults to the Order type default (Sales Orders Setup).

	Ordered by is the default wording for this field, but is replaced by whatever wording you defined for the Order type - Prompt field (Sales Orders Setup).

When you exclude the sales order from MRP, it is no longer seen as a source of demand by the requirements calculation.

See Activity considerations in Notes and warnings.

If you apply a discount, then this manually entered order discount overrides any order discounts defined against the customer (Customers).

Order discount percentages can only be applied when customer discounts are set to Based on order value/quantity (Customers) if no order discount breaks are defined. If any order discount breaks are defined, then the order discount options are disabled and the order discount breaks are applied when the order qty/value qualifies for those discounts.

Order level discounts are only applied to Trade Promotions customers if you selected the option: Apply Trade Promotion customers discount (Trade Promotions Setup). Order level discounts cannot be applied to customers against whom you selected the option: Trade promotions pricing (Customers). You can prevent order discounts from being applied to Free goods lines and to Single qualifying Trade Promotions lines (see Trade Promotions Setup).

Amend the tax status of orders you intend processing for the customer during the current run of the program.

	When you change the Tax/GST status on the order header and there are existing lines on the order, the totals in the Order Totals pane are recalculated and refreshed when the order header is saved. For lines which already exist against the order, the Tax and GST fields in the Entered Order Lines pane are not changed.

This is automatically set to Non taxable for Supply Chain Transfer orders, as tax is not applicable to SCTs.

See Field considerations in Notes and warnings.

See Field considerations in Notes and warnings.

	An entry must exist here before you can produce an invoice when the customer's company tax registration number is mandatory for Invoicing (Sales Orders Setup). An entry must exist here before you can produce an order when the customer's company tax registration number is mandatory for Order entry (Sales Orders Setup).

If you change the geographic area for an order with existing lines and tax is by defined by geographic area (&This is only applies to the USA Tax by advanced geocodes system or the USA AVP sales tax system (Company Tax Options Setup) then you are prompted to change all lines to the new area tax codes. If you select Yes, then all lines are updated accordingly.

You can change the geographic area when: the setup option: Branch/geographic area change is set to Allowed (Sales Orders Setup). General Ledger integration must be defined for the branch/geographic area combination when this setup option is set to Allowed - GL integration check. multiple ship to addresses are in use, providing you are allowed to change the geographic area if multiple ship-to-addresses are in use. See Activity considerations in Notes and warnings.

Capture user-defined information that can be used as an additional sequencing key for your orders.

You can configure the system to force the entry of an alternate key when capturing orders (see Sales Orders Setup).

In addition, you can configure the generation of a default entry based on the customer's geographic area, or the warehouse assigned to the order, or the branch assigned to the order.

You can also tailor the wording for this prompt to suit your own requirements. To print the alternate key on sales order documents, a print position must be defined in the format that you select to use for your documents (SO Document Formats).

Indicate the shipping message to print on delivery notes and invoices. If you indicated that your Shipping via usage is Coded (Sales Orders Setup) then you can enter a code to automatically retrieve the associated ship via message assigned to the code.

If you entered a default shipping instruction message or a shipping instruction code against the customer (Customers) then that message is automatically displayed in this field, but can be changed.

If you did not enter a default message or default message code against the customer, then the Shipping instructions default message (Sales Orders Setup) is displayed.

Although you can specify a ship address against individual merchandise sales order lines, the ship address against the header is the default address used if an address is not specified against a line. The Ship to address is therefore mandatory, even if an address is specified against each sales order line.

This is the customer's address to which the order must be shipped and the default address to use for the order.

This defaults to the Ship to address defined against the customer (Customers). If no Ship to address is defined (or you need to enter a different address) then you can enter the applicable address here.

If you are processing a Supply Chain Transfer order type, then the address of the target warehouse is displayed in these fields.

If you want to ensure that the Ship to address assigned during order entry is always used when querying or printing an order that is still in progress (even if the customer's Ship to Address details change) then you must enable the option: Fix ship address at time of order entry (Sales Orders Setup). If you did not select this option and you did not manually change the ship to address on the order, then the latest Ship to Address held against the customer is used when querying or printing an order that is still in progress.

An additional hyperlink is available (Resolve GeoLocation from address) to resolve addresses using the long or short name. The Use short names when resolving addresses option (System-wide Personalization) determines which name to use by default. SYSPRO reads the name returned from the map provider in XML. If the short name returned in the XML is the same as the long name, then no short names are available from the map provider.

You typically use this option if the customer has more than one address to which you can ship items.

If you select this option, then the ship address defined against each stocked and non-stocked order line is used and the ship address defined against the order header is ignored.

When using Dispatch Notes, you can select to dispatch by individual ship address line (see Dispatch Note Review).

In addition, when using the Document Print program to generate delivery notes, a delivery note is generated for each ship address used on the order. The first delivery note is generated for the ship address on the sales order header and includes merchandise lines with a blank ship address or an address code the same as the header address, as well as any comments or miscellaneous charges attached to those lines. Freight and comment lines not attached to a specific merchandise line are also included in the first delivery note. Thereafter, delivery notes are generated for each ship address used on order lines which qualify for printing. The order is set to a status of 4 if at least one delivery note is generated.

	Load planning does not honor this selection. It reads the address from the order header and not the details line.

You can manually change the actual address and if you do, then the address code is cleared when the option Clear multiple ship address code is enabled (Sales Orders Setup) otherwise it is retained.

Multiple ship to addresses are only applied when printing delivery notes, not invoices. The invoice always uses the order ship address. To apply the line ship address to the invoice, you need to use Dispatch Notes and select the Ship address per line option. When the dispatch is created from the Sales Order Entry program, each dispatch invoice is created for the specific line delivery address, providing you do not consolidate the dispatch notes.

If you selected the option: Ship address per line and you indicate a ship address here, then this ship address is used as the default ship address for each merchandise order line. You can however, specify a different ship address against specific merchandise lines if required.

If you did not select the option: Ship address per line, then the ship address indicated here is used for the entire order.

If you are using the EC VAT system (Company Tax Options Setup) then the Nationality and VAT number defined against the selected ship address (Multiple Ship to Addresses) are automatically used for the order header.

For a Supply Chain Transfer, this defaults to the delivery route defined against the target warehouse (Warehouses).

If you select an address using the SYSPRO Multiple Customer Address List program, then the delivery route defined against that address is displayed in this field.

This only applies when Load Planning is required (Sales Orders Setup).

If you selected the option: Not fixed at the Fixed rate option, then this field displays the exchange rate defined in the Currencies table for the customer's currency (see Currencies).

	This field is mandatory when the EC Vat system required option is enabled (Company Tax Options Setup).

If the order is a Supply Chain Transfer and a Nationality code is defined against the target warehouse (Warehouses) then this is the default Nationality code displayed.

If a Nationality code is not defined against the warehouse, then the Nationality code defined against the company is displayed (Company Maintenance).

This indicates the three-character alphanumeric Incoterms code, denoting the terms of delivery for the sales order.

	The Incoterms code indicates the portion of costs and risks agreed to by the parties in a contract of purchase or sale. For example, the Delivery term CIP (Carriage and Insurance Paid) indicates that the seller pays the cost of carriage and insurance necessary to bring the goods to a named destination (i.e. Shipping location).

This field defaults to the delivery terms defined against the customer. If the terms are not defined against the customer, then this field defaults to the delivery terms defined for the company.

If you are processing a credit note against an existing invoice and you select lines from the original invoice, then the Intrastat information from the original order is displayed by default.

This indicates the code denoting the type of transaction being declared on the Supplementary Declaration.

This field defaults to the nature of transaction code for invoices or credit notes (depending on the type of order being processed) defined against the customer (Customers). If this code is not defined against the customer, then this field defaults to the nature of transaction code for dispatches defined for the company (Intrastat Setup). The default can be changed if required.

If you are processing a credit note against an existing invoice and you select lines from the original invoice, then the Intrastat information from the original order is displayed by default.

This information is printed on the Supplementary Declaration for dispatches.

This indicates the code denoting the mode of transport used to deliver the goods.

If you are processing a credit note against an existing invoice and you select lines from the original invoice, then the Intrastat information from the original order is displayed by default.

This field is for documentary purposes and is printed on the Supplementary Declaration for dispatches.

This indicates the code denoting the process used. This numeric field is for documentary purposes only and is printed on the Aggregate Sales Listing summary report. No validation is performed on this field, so it can be used for whatever purpose you require.

If you are processing a credit note against an existing invoice and you select lines from the original invoice, then the Intrastat information from the original order is displayed by default.

Enable this if you need to convert from one currency to another currency via an intermediate currency (to conform with European Monetary Union regulations).

For the triangulation feature to work, you need to select the option: Triangulation required (Company Maintenance). In addition, you need to use the Currencies program to define the Triangulation options for the currencies in which you want to process sales orders.

The e-mail address on the Sales Order Header is only used for e-mailing Sales Order documents when batch printing/bulk e-mailing.

If you want to use this email address for the sales order documents, then you need to:

When you change the tax/GST status on the order header and there are existing lines on the order, then when the order header is saved, the order value is recalculated and the totals are redisplayed.

For a Supply Chain Transfer (SCT), the source warehouse address is displayed.

This indicates the currency in which the order was captured.

Sales orders can only be captured in the currency defined against the customer (Customers).

Select this to use the Customer Classes program to maintain details of customer classifications.

This is calculated and displayed irrespective of whether credit checking is required for customers (Sales Orders Setup).

Note that the Over limit value is not increased by orders in a status of Suspense.

The Over limit value is calculated as follows:

This indicates the number of active sales orders together with the number of completed orders held against the customer since the last sales order purge was run (see Order Purge).

Completed orders (i.e. orders in a status of 9) are only excluded from the Number of orders after you have successfully run the Order Purge program.

This field is recalculated each time you use the AR Payments and Adjustments program to process a payment for the customer, or you run the Balance function of the AR Period End program.

For each invoice or debit note paid, two totals are updated:

When a payment is processed:

The new average number of days to pay is calculated as:

Within the Customer Query program you can enter credit management notational text against a customer.

This displays the first few lines of customer notes for the customer.

This indicates the currency in which the order was captured

Sales orders can only be captured in the currency defined against the customer (Customers).

Supply Chain Transfers are always processed in your local currency, as a warehouses has no facility to store a currency.

This indicates the total value of the order, after discounts and including tax.

The order value is only re-calculated if the pricing unit of measure is the same as the stocking unit of measure.

If the order is priced at stocking unit of measure and you change the stocking quantity to ship, then the order value is recalculated. However, if the order is priced at any other unit of measure, then the value only changes if the quantity in that other unit of measure changes.

See Activity considerations in Notes and warnings.

You cannot change a line for a service charge attached to a stock item if you are denied access to maintaining attached service charges. See Activity considerations in Notes and warnings. You cannot change a comment line containing packaging details. Packaging details can only be changed by amending the packaging against the order line (i.e. you need to update the line and against Dimensions select Packaging). A miscellaneous line generated from a Free goods or Off invoice promotion can only be maintained if the option: Maintain miscellaneous line is enabled (Trade Promotions Setup). If maintenance is allowed on a miscellaneous promotion line, then only the cost and tax values can be changed. If the cost is changed, then any subsequent recalculation of the promotion line will not change the cost.

If you increase the order quantity so that the increase results in the available quantity being exceeded, then the options to select an alternate stock item, or to create a purchase order, or to create an SCT are not displayed. These options are only available when adding a stocked line.

When using Trade Promotions, the allocations for free goods are removed when the line containing the promotion is cancelled.

When a sales order detail line is cancelled, the information stored against the custom form fields in the CusSorDetailMerch+ table is discarded.

You can only cancel a line on an order which was previously invoiced if the option: Cancel open order previously invoiced (Sales Orders Setup) is enabled. The line can, however be set to complete. You cannot cancel a line for a service charge attached to a stock item if you are not allowed to maintain attached service charge lines. See Activity considerations in Notes and warnings. When maintaining an order, you cannot change or cancel a miscellaneous order line that was added for Projects & Contracts deposits or retentions (see Projects and Contracts Introduction). You cannot cancel a comment line containing packaging details. Packaging details can only be changed by amending the packaging against the order line (i.e. you need to update the line and against Dimensions select Packaging). You can cancel a line on a partially invoiced order if the setup option After delivery note print maintenance is set to No maintenance (Sales Orders Setup) providing you are allowed to cancel non-invoiced lines on a partially invoiced order. See Activity considerations in Notes and warnings. The SO Cancel sales order line eSignature (eSignature Setup) can be used to prevent operators cancelling a line under certain conditions (e.g. when the line has been allocated to a delivery load).

This option is only enabled when maintaining an order.

Refer to the help section under Sales Order Entry->Edit->Set Line to Complete for additional details.

See Activity considerations in Notes and warnings.

When maintaining a sales order, you can select this option to use the Configurator Wizard to modify the sales order line, by reusing the configuration used to create the sales order.

This option is only available for a stocked item line when it is linked to a configuration for which the Allow in process configurations option is enabled (Product Configurator Header Maintenance).

You are prompted to load the configuration library associated with the line. If you select Yes, then the library is loaded and processing continues via the library (i.e. processing of selection criteria, options, components and operations are handled per the library). If you select No, then the configuration is loaded as per a new configuration.

The following restrictions apply:

Indicates the Purchase Order number created for insufficient stock (see Insufficient Stock/Back Order).

This is only displayed until the Purchase Order is receipted. Once the purchase order receipt has been completed and the order updated, there is no longer a link from the sales order to the purchase order.

Indicates the Job number created for insufficient stock (see Insufficient Stock/Back Order).

This information is also available for completed jobs providing the option: Job complete retain link to sales order (Work in Progress Setup) was enabled at the time the job was set to complete. If this option is not enabled, then once a job is receipted and complete, the details are only available in the Sales Order Query program.

Indicates the current status of the line (see Sales Order Line Statuses).

This is not displayed by default, but can be added to the form by right clicking in the pane, selecting the Show Captions option and dragging the Line status caption onto the form.

If you processed a stocked order line for a Kit type item which has optional components, then the SO Single Level BOM program is displayed, enabling you to select the optional components for the kit.

If packaging is required (Sales Orders Setup) and you added or maintained a stocked order line with a non-zero ship quantity, then you may be prompted to capture packaging details using the SO Dimension Entry program.

If the customer is defined as a trade promotions customer (Customers) and one of more promotions apply to the order line, then these promotions are/can be applied using the TPM Promotion selection Global and Line program. See also Promotion Selection.

If the stock item is traceable or serialized or multiple bins are in use, then you use the SO Lots, Bins, Serials Allocations program to allocate the lots, bins and serials against the sales order line. Lots and bins can automatically be depleted by selecting the setup option: Automatic deplete in - Sales orders (Inventory Setup). However, if the stock item is serialized, then the serial numbers must be allocated against the order line as serials are not automatically depleted. See also Capture serial numbers for orders option (Sales Orders Setup).

This option is disabled once you start entering an order line to avoid refreshing when some details have been entered and not saved. It is enabled once the line is saved or you select a different line type.

You can automatically update the Entered Order Lines listview with the order lines you add by selecting the preference: Refresh order lines listview after every line. See Preferences.

This option is only enabled when you maintain an order and you selected the preference: Load next merchandise line automatically during maintenance. See Preferences.

Select this to calculate the discount value according to the discount breaks defined against the product class of the item being sold.

This option does not apply to the discount entered when capturing an order.

Discounts applicable at order level (Order Discount Breaks) are only applied once the order is completed as they are based on a product class and they apply to more than one order line.

Order discount breaks are only applied to stocked and non-stocked lines. Freight and miscellaneous lines are excluded.

Line re-sequencing only occurs when there is a requirement to place a line in a position where there is no vacant line number. The line number is therefore not changed when a line is cancelled.

Default warehouse used

Changing the warehouse against a line

Refer to Warehouse for Trade Promotion for details on the warehouse used for trade promotions.

Indicate the stock code of the item being ordered.

By default, you enter the SYSPRO stock code in this field. You can, however, use the Field Selector to enter a stock code linked to a SYSPRO stock code in this field (see Stock Code Interchange).

Items with a part category of Planning bill or Notional part (Stock Codes) cannot be selected.

If you are processing a Supply Chain Transfer and the option: Use sales order description is enabled (Inventory Setup) then the description you enter here is used for the stock item on the transfer document and on the GIT Trial Balance, GIT Exception Report, and GIT Detail Report reports.

This description can be changed when the option: Change to description for stocked items is enabled (Sales Orders Setup). The change applies only to the order. The original Inventory stock description for the item is unaffected (Stock Codes).

Indicate the default unit of measure in which you are selling the item. You can access this field only if the stocking, alternate or other units of measure of the item are different (Stock Codes) and you selected the option: Request uom for order quantity (Sales Orders Setup).

Once the order line is saved, you cannot change the order unit of measure for a stocked item.

Within the Order Discount Breaks program (Accounts Receivable) you can optionally select the option: Convert order u/m to stocking u/m to indicate that the order unit of measure must be converted to the stocking unit of measure. This option is applicable only to the Order line discount by product class and Order line discount by customer, product class functions.

Indicate the quantity of the stock item ordered by the customer.

An Order quantity error message is displayed if the resulting quantity is zero after converting from an alternate unit of measure to the stocking unit of measure for the number of decimals defined against the stock code. For example a stock code is defined with Stocking UOM = EA, Alternate UOM = UNIT (12.00000 Divide) 1 EA = 12 UNITS and Maximum number of decimals = 0. If the Stocking qty to ship is entered as 0.025 EA (0.3/12) then the result is a ship qty of zero.

You can enter a negative quantity here only if you enabled the option: Negative quantities for sales orders (Sales Orders Setup). A negative quantity equates to processing a credit note for the line.

	When changing a stocked line that is quantity discounted (during order entry or maintenance) the price details may be updated when moving off the quantity field (i.e. when tabbing, pressing enter or save, or when clicking elsewhere on the window). This depends on your selection at the option: Quantity discount price update (Sales Orders Setup).

If all of the following are true:

then a new FIFO/LIFO bucket is created with the returned quantity and the current warehouse cost. If you selected the option: Use zero cost bucket for returns, then the returned quantity is added to the FIFO/LIFO bucket but no change is made to the unit cost of the bucket.

If the order quantity is more than the available stock on hand and stock is not allowed to go negative (Inventory Setup) then the system enters the available stock in the Ship quantity field and places the balance in the Back order quantity field, unless the option Back order release or retain is set to Not required (Sales Orders Setup). In addition, depending on your selections at the option: Supply request in Sales Order Entry (Sales Orders Setup) the Insufficient Stock/Backorder window may be displayed. See Insufficient Stock/Back Order.

When you maintain an order line and you increase the order quantity so that the increase results in the available quantity being exceeded, then the Insufficient stock options (see Insufficient Stock/Back Order) are not displayed. These options are only available when adding a stocked line. If a stock item has a supersession date (Stock Codes) that is before the Ship date, you are prompted to continue to process the line or to select an alternate stock code.

Depending on the order Type, the entire Order quantity is automatically placed on backorder if you selected the preference: Automatically put order qty into backorder (see Preferences).

If you defined contract pricing (SO Contract Prices) then once a contract has been selected and applied, changing the line quantity does not cause the contract pricing system to apply another contract based on the new quantity. The only exception to this is when a contract is defined as quantity discounted and the option: Quantity discount price update is not set to Never (Sales Orders Setup). In this case, the contract is reviewed.

	Order quantities of associated products for Off invoice - associated products Trade Promotions must be entered in the stocking unit of measure. See Promotion Code.

This field is disabled when processing a Debit note or a Credit note and the Allow zero qty option is enabled.

Indicate the quantity of the item that must be delivered. The system automatically calculates how much stock is available to be shipped to the customer. The quantity available for immediate shipping is displayed here.

If the order quantity is more than the available stock on hand and stock is not allowed to go negative (Inventory Setup) then the system enters the available stock in the Ship quantity field and places the balance in the Back order quantity field, unless you selected the option: Back order release or retain - Not required (Sales Orders Setup).

You cannot enter a ship quantity when you process a credit note.

If the quantity of the stock item qualified for one or more line trade promotions and you subsequently change the quantity, the promotion is recalculated to reflect the new promotion value. If the quantity is reduced to below the promotional threshold, the promotion is removed form the line.

This field is not available if the Reserve stock default ship status is set to Reserve quantity (Sales Orders Setup) or you selected: Place quantity on reserve (SO Reserve or Ship Stock ).

This field is also disabled when processing a Debit note or a Credit note

Indicate the quantity of the item that must be reserved.

The system automatically calculates how much stock is available to be reserved for the customer. The quantity available for immediate reservation is displayed here.

Reserved quantities are not used in Dispatch notes. Any reserved quantity must be moved to backorder or ship prior to using the Dispatch Note Review program if you want these order quantities to be considered for dispatching. When you release a partial amount of the reserved quantity, then the balance of the reserved quantity is placed in back order. It does not remain in reserved. The reserve quantity can only be changed for a stocked line on a Scheduled order, if the ship date falls outside the scheduling timeframe (i.e. the scheduled order is not yet ready to be allocated).

If the order quantity is more than the available stock on hand and stock is not allowed to go negative (Inventory Setup) then the system enters the available stock in the Reserved quantity field and places the balance in the Back order quantity field, unless you selected the option: Back order release or retain is set to Not required (Sales Orders Setup).

If the quantity of the stock item qualified for one or more line trade promotions and you subsequently change the quantity, the promotion is recalculated to reflect the new promotion value. If the quantity is reduced to below the promotional threshold, the promotion is removed form the line.

Off-invoice and accrual promotions where the sales order line is reserved are calculated on order entry as if the stock were in back order. Off-invoice and accrual promotions are updated when the parent line is moved from reserved to ship and any associated miscellaneous line values are updated.

A sales order line added as a result of a free goods promotion is placed in reserve when the parent line is reserved and the relevant Trade Promotions option to ship free goods is selected. A free goods line may only be moved from reserved to ship if sufficient of the parent line has been shipped.

You cannot enter a reserved quantity when you process a credit note.

This field is not available if the Reserve stock default ship status is set to Ship quantity (Sales Orders Setup) or you selected: Place quantity to ship (SO Reserve or Ship Stock ).

You use the Release Reserved Stock program to move quantities from Reserved into Ship.

Indicate the portion of the customer's order quantity that is not available to be shipped or reserved.

If you entered zero at the Ship quantity field or at the Reserved quantity field, then the system will automatically have placed the entire Order quantity into backorder.

To fulfill this requirement, you must either manufacture more items, purchase more items from your supplier or transfer items from another warehouse. If you place a quantity into backorder, then depending on your selections at the option: Supply request in Sales Order Entry (Sales Orders Setup) the Insufficient Stock / Back order window may be displayed. See Insufficient Stock/Back Order.

The back order quantity must be zero when:

If you are using the Counter Sales system, placing items on back order allows you to enter a deposit as the counter sales payment.

If a stock item has a supersession date (Stock Codes) you can process the line, but you cannot place any quantities on back order. This is because you should not be replenishing a stock code that has been superseded.

If the stock item is on partial hold (Stock Codes) then you cannot place any quantity of the item on back order.

This field is only enabled when:

If you selected the Preference: Update originating order with GIT receipt details (Inventory Movements) and the stock item was linked to a sales order using the Back Order Review program, then the backorder quantity is automatically moved to the shipped quantity field on the sales order when the supply chain transfer is transferred in (Inventory Movements).

This field is only enabled if:

If you selected the Preference: Update originating order with GIT receipt details (Inventory Movements) and the stock item was linked to a sales order using the Back Order Review program, then the backorder quantity is automatically moved to the reserved quantity field on the sales order when the supply chain transfer is transferred in (Inventory Movements).

This is useful when you want to process a Credit note or Debit note against a customer for financial reasons only, and you therefore do not want inventory quantities to be affected.

If you do not select this option, then you need to enter a quantity in the Stock qty to ship field.

This option is only enabled when adding Debit notes and Credit notes and providing the stock code entered is not for a Kit type item. This option is not enabled when you process a Credit Note and use the SO Header Maintenance program to select an invoice and then select the original order line(s) from that invoice.

This is your local currency for a Supply Chain Transfer and cannot be changed.

The pricing method determines which price is used and which discounts apply to the sales order line and on the total merchandise value.

Price codes are maintained using the Browse on Stock Code Pricing program.

	If you want to apply coded prices to a foreign currency customer, you need to define foreign currency price codes against the stock codes you are selling (Stock Codes)

This field is disabled for a contract price customer when the Pricing method is set to Manual (Sales Orders Setup).

When changing the price code, the SO Changing prices password must be entered if this is defined (Password Definition).

This field is disabled for a contract price customer when the Pricing method is set to Manual (Sales Orders Setup).

When changing the price, the SO Changing prices password must be entered if this is defined (Password Definition).

See Activity considerations in Notes and warnings.

Indicates the price of the item and is determined by the price code associated with the item (unless manual pricing is enabled).

You can override the displayed price. Alternatively, if you selected the option: Customer/stock code cross-reference required for the customer (Customers) then you can select Last price paid (1) or Last price paid (2) from the Stock Code Information pane to apply one of the two last prices paid for this item.

If you override the price, you can select a new pricing unit of measure. For contract customers you can optionally select to apply an expired contract price to a stocked line, providing that it is the lowest price. This facility (which can be password-protected) is available when the option: Prompt for expired contracts is enabled (Sales Orders Setup).

If you override the price, then TPM pricing no longer applies. If a line is required to revert to using TPM pricing after it has been over-ridden, then the line will need to be cancelled and re-instated without overriding the price again.

For a Supply Chain Transfer, the cost of the item is used as the price. Although you cannot change this, the system refreshes the current cost at the time of transfer.

You cannot change the price for a made-in parent item defined as a Kit type (Stock Codes) because the cost, price and quantity for kit types are determined by the components and the finished part is treated as a comment line.

If a percentage is specified in the Minimum price percentage above cost field (Sales Orders Setup) then the price must exceed the cost by the percentage specified. Margin checking is based on Current cost if your costing method is defined as Standard or Average Costing, and on Last cost when your costing method is defined as FIFO, LIFO or Last cost (Inventory Setup).

If the customer is enabled for Trade promotions pricing (Customers) and the item qualifies for a trade promotion price (TPM Prices) then the trade promotion price is applied, unless a valid contract exists (SO Contract Prices) for the customer, in which case the contract price is used.

When a job is created from a sales order, the selling price is taken from the sales order. However, the job's selling price is not updated when the sales order is maintained and the price is changed.

Indicates the pricing unit of measure for an order line where manual pricing is enabled (Sales Orders Setup) or where you have chosen to override the price. This can be the stocking, alternate or other unit of measure held against the stock item.

For example:

Your order quantity u/m is BOX. You defined a box to be 10 of EA and the price of a BOX is $100. Your Order quantity is 2; your Price is $11 and the pricing U/m is EA. The total value is calculated as follows:

Total Quantity: 10 EA x 2 boxes = 20 EA

Price = $11 per EA

TOTAL PRICE = $220

Assign commission to the salesperson responsible for the sale, for each line added.

You can only access this field if a manual price was entered, or if you are using coded prices and you require commission codes for coded prices (Sales Orders Setup). When using coded prices, the commission code defaults to the code defined against the price code for the stock code (Pricing for a Stock Code) or, if not defined, to the Default commission code defined in the Sales Orders Setup program.

For a Free Goods trade promotion, the Free goods product class defined against the promotion code (Promotion Code) is used providing the option: Free goods use merchandise line product class is not enabled.

For other order types, this field defaults to the order Ship date in the Order Header pane and cannot be changed here.

If the difference between the document date and the entered ship date does not exceed the number of Days to allocate scheduled orders (Sales Orders Setup) then stock is allocated, providing there is sufficient stock.

The line ship date is recalculated for scheduled orders when insufficient stock is available. For Kit/Sub kit parent items with components, the ship date can only be recalculated once the order line is saved as the system has to check the bill of materials for the availability of the components. Once the line is saved, you can view the ship date in the Order Lines listview.

When you save the line after changing the ship date on a scheduled order to fall within the days to allocate scheduled orders, the system checks available stock and stops if no stock is available. The ship quantity and line ship date are not changed.

You use the Preference: Default days until next ship date to indicate the default number of days by which the ship date must be incremented for each new line entered for a Scheduled or Forward order.

If a Scheduled order line is linked to a Purchase order, Job or Requisition and you change the ship date, you may get the message: "Cannot change the due date on a sales order line as stock will be de-allocated." This means that the current scheduled (due) date on the line is currently within the scheduled period, and is thus allocated. You are attempting to change the date to one that is outside the allocation period.

	This field is only available for a SCT, a scheduled or forward order. The ship date must be entered manually if you selected the Preference: Line ship date calculation - Force date to be entered for each line.

Indicates the expected receipt date for a Supply Chain Transfer.

The expected receipt date is calculated from the line ship date plus the transfer lead time defined for the stock code/warehouse (Inventory Warehouse Maintenance for Stock Code). Non-working days are not taken into account when calculating this date when the Use absolute days option is enabled (Inventory Setup).

If the lead time is not defined against the stock item, then the transfer lead time defined against the Warehouse Move Matrix is used. If this is not defined then the transfer lead time defaults to zero.

The line ship date is always required for a supply chain transfer order. The receipt date for an SCT is always recalculated when you change the ship date regardless of line entry or maintenance mode. Therefore, if you change the receipt date and then change the ship date, your original receipt date change is over-ridden. When copying an SCT order, the line receipt date is not copied; the current system date is used.

You can change the calculated lead time displayed.

Indicates when the customer expects delivery of the merchandise. It defaults to the ship date of the order as indicated within the Shipping Instructions section of the Order Header function.

For scheduled orders, this date defaults to the ship date entered against the merchandise line.

The date entered here is used in the Executive View business object to determine the customer delivery period buckets. It is also stored in the customer delivery performance file which is created when an order is invoiced. This date is stored in SYSPRO for information and reporting purposes only and is not used in any date calculations.

When maintaining an order, you can change the Customer request date for all order lines by selecting the Change Order Header option from the Edit menu of the main Sales Order Entry screen. Refer to Shipping Information.

This is only enabled if you selected the option: Ship address per line in the Order Header pane.

If you entered a ship to address in the Order Header pane and you leave this field blank, then that address is used.

If you did not enter a ship to address in the Order Header pane and you leave this field blank, then the ship address defined against the Order Header option (SO Header Maintenance) is used.

Deselect this to exclude the sales order line from the Material Requirements Planning calculation. When the parent of a kit is excluded, all its components are automatically excluded.

When excluded, the item is not seen as a source of demand in the requirements calculation. Supplies (e.g. jobs, purchase orders, etc) attached to the line are actioned as Cancel in the MRP calculation.

	Your selection here has no effect when the entire sales order is excluded from the MRP calculation at Order Header level.

This field is not displayed by default and, if required, must be added using the Show Captions form function. It is enabled by default.

See Activity considerations in Notes and warnings.

The delivery load must be defined against the route entered at the Delivery Route field in the Order Header section.

If adding the line would cause the load capacity (mass/volume) to be exceeded, then the message: The delivery load selected cannot accommodate this shipment. Do you wish to exceed the load maximum? is displayed. You can only add the line if you are allowed to add a line to a delivery load where the capacity is exceeded.

See Activity considerations in Notes and warnings.

If you do not want to allocate the line to a load at this point, then you can use the Load Planning Delivery Load Maintenance program to allocate the line to a load later.

If you selected Allocate automatically at the Sales Order Entry/Dispatches loads option (Sales Orders Setup) then the system automatically allocates the line to the next available delivery load. This is done based on the Required delivery date or Stock availability (depending on your selection at the Basis of load calculation option (Sales Orders Setup). If the mass and/or volume for the load would be exceeded by the addition of the sales order line, then the line is allocated to the next available load on the route. If no load is defined to which the order line can be added, then a message is displayed to this effect.

Delivery loads are maintained using the Delivery Loads program.

This field only applies when the: Load planning required option is enabled (Sales Orders Setup).

When you create a sales order using the Configurator option, delivery loads are allocated as follows:

Revision and Release are the default words, but these are replaced by whatever description you entered in these user defined fields (Bill of Materials Setup).

When you maintain the line and you enter a ship qty (i.e. the line is being shipped) you cannot change the revision/release.

If there is no ship quantity, you can change the revision/release so that when it is shipped, it is allocated from the correct revision/release.

The Revision and Release fields are disabled when a supply request for the line exists against it (see Insufficient Stock/Back Order).

This field is not available if you selected Yes at the Use current when shipping field.

This field is not available if you selected Yes at the Use current when shipping field.

Line re-sequencing only occurs when there is a requirement to place a line in a position where there is no vacant line number. The line number is therefore not changed when a line is cancelled.

You need to enter a code to identify this item.

The non-stocked code must conform to the key type defined for Stock codes in the Set Key Information program. For example, if the Stock code key type is set to Numeric then the non-stocked code must be numeric.

Enter a description for the non-stocked item. This description can be printed on delivery notes and invoices.

If you enter a unit of measure which is not defined in the SO Browse on Selling Price Unit of Measure program, then the following message is displayed:

'You have entered an invalid price unit of measure. Do you wish to enter a specific price conversion factor?' If you select OK, then you can enter the conversion factor for the unit of measure you entered. The conversion factor is used for the current line only and is not saved.'

If you select Cancel, then you have to enter a unit of measure which exists in the SO Browse on Selling Price Unit of Measure program.

You can enter a negative quantity here only if you enabled the option: Negative quantities for sales orders (Sales Orders Setup).

Depending on the order Type, the entire Order quantity is automatically placed on backorder if you selected the preference: Automatically put order qty into backorder (see Preferences).

You must enter the quantity that you have available to ship.

If you have no available stock to ship to the customer, enter zero. The system will place the line on back order, unless backorders are not required (Sales Orders Setup). In addition, depending on your selections at the option: Supply request in Sales Order Entry (Sales Orders Setup) the Insufficient Stock / Backorder window may be displayed, enabling you to create a purchase order or requisition for the item. See Insufficient Stock/Back Order.

This field is not available if the Reserve stock default ship status is set to Reserve quantity (Sales Orders Setup) or you selected: Place quantity on reserve (SO Reserve or Ship Stock ).

Indicate the quantity of the non-stocked item that must be reserved.

If you have no available stock to reserve, then enter zero. The system will place the line on back order, unless back orders are not required (Sales Orders Setup).

In addition, depending on your selections at the option: Supply request in Sales Order Entry (Sales Orders Setup) the Insufficient Stock / Backorderwindow may be displayed, enabling you to create a purchase order or requisition for the item. See Insufficient Stock/Back Order.

	Reserved quantities are not used in Dispatch notes. Any reserved quantity must be moved to backorder or ship prior to using the Dispatch Note Review program if you want these order quantities to be considered for dispatching. When you release a partial amount of the reserved quantity, then the balance of the reserved quantity is placed in back order. It does not remain in reserved.

This field is not available if the Reserve stock default ship status is set to Ship quantity (Sales Orders Setup) or you selected: Place quantity to ship (SO Reserve or Ship Stock ).

If back orders are not allowed (Sales Orders Setup) then the back order quantity must be zero.

If you are using the Counter Sales system, placing items on back order allows you to enter a deposit as the counter sales payment. For non-stocked items where a non-zero entry is made at the Back order field, you may optionally select the Create purchase order option to create a purchase order automatically once the line is added.

If you place a quantity into backorder, then depending on your selections at the option: Supply request in Sales Order Entry (Sales Orders Setup) the Insufficient Stock / Back order window may be displayed. See Insufficient Stock/Back Order.

See Field considerations in Notes and warnings.

If you do not select this option, then you need to enter a quantity in the Stock qty to ship field.

This option is only enabled when adding Credit Notes. This option is not enabled when you process a Credit Note and use the SO Header Maintenance program to select an invoice and you select the original order line(s) from that invoice.

If a percentage is specified in the Minimum price percentage above cost field (Sales Orders Setup) then the price must exceed the cost by the percentage specified. Margin checking is based on the cost and the price entered for the non-stocked line.

If you are processing a hierarchical order, then the price must be greater than zero (i.e. you cannot save a line with zero-price on a hierarchical order).

See Activity considerations in Notes and warnings.

Assign commission to the salesperson responsible for the sale, for each line added.

You can only access this field if a manual price was entered, or if you are using coded prices and you require commission codes for coded prices (Sales Orders Setup).

If a Scheduled order line is linked to a Purchase order, Job or Requisition and you change the ship date, you may get the message: Cannot change the due date on a sales order line as stock will be de-allocated. This means that the current scheduled (due) date on the line is currently within the scheduled period, and is thus allocated. You are attempting to change the date to one that is outside the allocation period.

	This field is only available for a scheduled or forward order or an hierarchical order.

Indicate when the customer expects delivery of the merchandise. It defaults to the ship date of the order as indicated within the Shipping Instructions section of the Order Header function.

For scheduled orders, this date defaults to the ship date entered against the merchandise line.

The date entered here is used in the Executive View business object to determine the customer delivery period buckets. It is also stored in the customer delivery performance file which is created when an order is invoiced. This date is stored in SYSPRO for information and reporting purposes only and is not used in any date calculations.

When maintaining an order, you can change the Customer request date for all order lines by selecting the Change Order Header option from the Edit menu of the main Sales Order Entry screen. Refer to Shipping Information.

This field is disabled when maintaining a non-stocked sales order line which has been dispatched.

This is only enabled if you selected the option: Ship address per line in the Order Header pane.

If you entered a ship to address in the Order Header pane and you leave this field blank, then that address is used.

If you did not enter a ship to address in the Order Header pane and you leave this field blank, then the ship address defined against the Order Header option (SO Header Maintenance) is used.

The delivery load must be defined against the route entered at the Delivery Route field in the Order Header section. Delivery loads are maintained using the Delivery Loads program.

If adding the line would cause the load capacity (mass/volume) to be exceeded, the message: The delivery load selected cannot accommodate this shipment. Do you wish to exceed the load maximum? is displayed. You can only add the line if you are allowed to add lines to a delivery load when the capacity of the load is exceeded.

See Activity considerations in Notes and warnings.

If you do not want to allocate the line to a load at this point, then you can use the Load Planning Delivery Load Maintenance program to allocate the line to a load later.

If you selected Allocate automatically at the Sales Order Entry/Dispatch loads option (Sales Orders Setup) then the system automatically allocates the line to the next available delivery load. This is done based on the Required delivery date or Stock availability (depending on your selection at the Basis of load calculation option (Sales Orders Setup). If the mass and/or volume for the load would be exceeded by the addition of the sales order line, then the line is allocated to the next available load on the route. If no load is defined to which the order line can be added, then a message is displayed to this effect.

Delivery loads are maintained using the Delivery Loads program.

This field is only enabled if you selected the option: Load planning required (Sales Orders Setup).

Deselect this to exclude the sales order line from the Material Requirements Planning calculation.

	Your selection here has no effect when the entire sales order is excluded from the MRP calculation at Order Header level.

When excluded, the item is not seen as a source of demand in the requirements calculation. Supplies (e.g. jobs, purchase orders, etc) attached to the line are actioned as Cancel in the MRP calculation.

This field is not displayed by default and, if required, must be added using the Show Captions form function. It is enabled by default.

See Activity considerations in Notes and warnings.

Line re-sequencing only occurs when there is a requirement to place a line in a position where there is no vacant line number. The line number is therefore not changed when a line is cancelled.

Indicate the freight amount that you want to charge the customer for the order.

For example: Your actual freight cost might be $10 but you want to charge the customer $11, so you enter the value of 11.00 in the Amount field and the value of $10.00 in the Cost field.

	You must enter the amount in the same currency as the currency assigned to the customer.

When you process a freight charge to a foreign currency customer, a message is displayed indicating that the Cost must be entered in your local currency. This message is displayed by default; for information purposes.

Indicate the actual freight cost to you of the activity (e.g. courier costs).

	The cost must be entered in your local currency.

Indicate the tax code (and associated percentage) that you want to apply to the transaction.

The Descriptive tax code must be used if defined (Descriptive Tax Code Browse/Maintenance).

You can configure default tax codes for Miscellaneous charges, Freight charges, Non-stocked items and Credit notes (Company Tax Options Setup).

Credit notes processed for non-stocked, miscellaneous and freight charge lines will use the default tax code for credit notes (Company Tax Options Setup). If no tax code is held against the stock item or the service charge, the program defaults to using the default tax code for credit notes (Company Tax Options Setup). A maximum of 25 different tax codes can be printed on each individual invoice document (Document Print). This is not a limit on the number that can be entered for an order (Sales Order Entry) but a limit to the number that can be catered for in the final document, Therefore, if you processed two separate delivery notes and invoices from an order, you could for example have 25 different tax codes on each document.

Line re-sequencing only occurs when there is a requirement to place a line in a position where there is no vacant line number. The line number is therefore not changed when a line is cancelled.

Indicate the description for the miscellaneous charge that you want to add to this order.

You can select a description from the list of standard comment codes (see SO Standard Comments).

Indicate the total value of miscellaneous charges that you want to charge your customer, usually comprising your actual cost with an added percentage or value.

You can enter a positive or negative amount.

	When assigning a miscellaneous charge to a credit note, do not enter the amount with a negative sign. The program automatically assigns a negative sign to credit notes.

Select this if tax has either been undercharged or overcharged and you do not want to credit the original invoice and raise another invoice for the correct amounts.

The amount is posted to the product class _TAX.

For Canadian tax, the product class _GST is used.

This field is disabled if you selected the USA Tax by advanced geocodes system or the USA AVP sales tax system (Company Tax Options Setup).

This always defaults to the value in the Amount field.

The cost of a Trade Promotions miscellaneous charge line defaults to zero if the option: Miscellaneous cost zero is enabled (Trade Promotions Setup).

Indicate the tax code (and associated percentage) that you want to apply to the transaction. You can configure default tax codes for Miscellaneous charges, Freight charges, Non-stocked items and Credit notes (Company Tax Options Setup).

The Descriptive tax code must be used if defined (Descriptive Tax Code Browse/Maintenance).

	Credit notes processed for non-stocked, miscellaneous and freight charge lines will use the default tax code for credit notes (Company Tax Options Setup). If no tax code is held against the stock item or the service charge, the program defaults to using the default tax code for credit notes (Company Tax Options Setup).

When you select a comment code, the associated text is retrieved automatically into the order. See Standard Comment.

Select this to insert sales order additional text that is defined against the stock item being processed for the order line.

Sales order additional text is assigned to a stock item using the Notes function of the Inventory Query program.

You can only view this text if you enabled the option: Auto insert sales order additional text (Sales Orders Setup).

Select this to insert dangerous goods comments relating to the dangers of handling the stock item being processed for the order line.

Dangerous goods text is assigned to a stock item using the Notes function of the Inventory Query program.

You can only view this text if you enabled the option: Auto insert dangerous goods text (Sales Orders Setup).

The status can be reset to the previous status using the Order Maintenance function.

See Error messages in Notes and warnings.

A delivery note must be printed before the order can be released for invoicing.

Next status: 4

The following actions place an order into a status 4:

The order or billing may have been partially invoiced, but there are remaining lines on backorder.

Releases for a Blanket Sales Order have been accepted.

An order or billing has to pass through the invoicing process at least once to become an open order.

	If the option: Back orders is set to Manual, then the order status is set to 2. If the option: Back orders is set to Automatic, then the order status is set to 3. You can cancel an order that is in a status 2 providing that the order has been partially invoiced and you have enabled the option: Cancel open order previously invoiced (Sales Orders Setup).

Next status: 3 (if an order); 8 (if a billing).

A billing is released into status 8, not status 3.

The next delivery note print will produce a delivery note document.

	If the option: Back orders is set to Manual, then the order status is set to 2. If the option: Back orders is set to Automatic, then the order status is set to 3.

Next status: 4

Next status: 8

A back ordered billing has been released.

Next status: 9 (if completely shipped after invoicing); 2 (if any back orders remain).

Next status: 9

When a Blanket Sales Order is complete in terms of invoicing, it is set to a status of 'S' while waiting for the next release. It is not set to a status of 9.

Next status: 1

When releasing a Forward order, the quantity is placed in backorder when

An order or billing has been placed on hold.

Next status: The order reverts to the status code in process prior to the order being suspended.

Select this to copy the order.

The system checks the credit limit and terms of the customer to whom the order is being copied and if either of these is exceeded, then the order is placed in a status of Suspense.

When you copy an order (scheduled or not) which has lines that go into backorder, the Insufficient Stock/Backorder screen is not displayed if:

Indicate the new order number that must be created.

	You cannot access this field if your sales order numbering method is defined at company or branch level (Set Key Information).

Indicate a different customer to whom you want to copy the order.

You can leave this field blank if you want to create a copy of the order for the same customer.

See Activity considerations in Notes and warnings.

You cannot copy a hierarchical or supply chain transfer order to a different customer. You cannot copy an order to a different customer if: the customer types do not match (e.g. a counter sales order can only be copied to a customer defined as a counter sales customer and an IBT order can only be copied to a customer defined as an IBT customer. the customer currencies are not the same. the customer you are copying the order to is on hold (Customers). you do not have access to that customer's branch (Operators). the tax status held against the original order does not match the tax status of the new customer (Customers). the geographic area held against the original order does not match the geographic area of the new customer. This only applies if you enabled the option: Tax by geographic area (Company Tax Options Setup) and you are not using the tax code from the stock item (Geographic Areas). If you are using Load Planning (Sales Orders Setup) then the Delivery route is taken from the route defined against the customer (Customers). If this is not defined, then the Delivery route field is left blank on the copied order. Delivery routes defined against customer's multiple addresses are ignored by the copy process.

Indicate the warehouse to which the order lines must be reassigned.

If a default warehouse is defined against the To customer, then that warehouse is displayed in this field, otherwise this field is left blank.

Leave this field blank if you want to create a copy of the order using the original warehouse assigned to each order line.

See Activity considerations in Notes and warnings.

	You cannot copy a hierarchical or supply chain transfer order to a different warehouse. You cannot copy the order if the items held against the order are not stocked in the new warehouse. You cannot copy a sales order to another warehouse if you have been denied access to that warehouse (Operators).

Enter the source warehouse for the new SCT order you are creating from the original SCT order.

This applies only when you copy a Supply Chain Transfer order.

Enter the target warehouse for the new SCT order you are creating from the original SCT order.

When you enter a target warehouse that is not currently attached to the stock code, the Copy function attaches the stock code to the warehouse, if the warehouse details are correctly defined.

This applies only when you copy a Supply Chain Transfer order.

Select this to create the new order and automatically place all quantities into back order.

This option is ignored when the Back orders allowed option is disabled for the customer (Customers).

Regardless of whether you select this option, orders are placed into back order if any of the following occurs:

If you do not select this option, then the copied order is created with the new customer's branch code.

This option only applies when you enter a To customer.

Select this to copy the custom form information held against the original order to the new order.

This option is governed by your selection at the Sales order preference: Copy custom forms and is only enabled if that preference is set to On request.