SO Value Sales Orders

You use this program to view the value of a specific sales order based on the original and outstanding amounts.

Toolbar and menu

Field Description
Convert Values

This is only enabled for orders processed for foreign currency customers.
Foreign Currency

Select this to view the order values in the currency of the customer, if the customer is a foreign currency customer.
Local Currency

Select this to view the order values in the local currency.
Include/Exclude Tax

This option is only enabled if:

  • you selected the setup option: Reduce SO value when tax is inclusive (Sales Orders Setup).
  • at least one line on the sales order has a tax code defined as Inclusive (Tax Code Setup).
Include Tax

Select this to view the values inclusive of tax.
Exclude Tax

Select this to view the values exclusive of tax.
3rd Party Tax This only applies if USA third party tax system is required (Company Tax Options Setup).
Use 3rd Party tax Select this to value the order using the 3rd party tax system.
Use Normal tax Select this to value the order using the normal SYSPRO tax calculation.
Close

This returns you to the previous screen.

Sales Order Values

Column Description
Sales order

This indicates the sales order number.

You can select the hyperlink to access the sales order.
Sales order line This indicates the sales order line number.
Currency This indicates the currency in which the order values are currently displayed.
Tax values This indicates whether tax is included or excluded from the order values.
Outstanding values

These values are based on items with quantities in back order and to ship status.

  • Gross merchandise

    This is the total value of merchandise items.

  • Discount merchandise

    This is the total discount given on merchandise lines.

  • Net merchandise

    This is the Gross merchandise value less the Discount merchandise value.

  • Freight

    This is the total value of freight charges.

  • Miscellaneous

    This is the total value of miscellaneous charges.

  • Net discount
  • Total

  • Total GST

    This indicates the total GST (General Sales Tax) applicable to the line.

  • Total tax

    This is the total tax value. This value is rounded according to the tax rounding options you selected (Company Tax Options Setup). No tax rounding is performed on Supply Chain Transfer or Dispatch Supply Chain Transfers.

  • Invoice total

  • Mass

    This indicates the total mass for the line.

  • Volume

    This indicates the total volume for the line.
Original values These values are based on the original order quantities entered, before any invoicing of order items.
To invoice values

If you are using delivery notes and invoices, then these values are based on items with quantities in the Ship Qty field, excluding any previously invoiced items.

If you are using Dispatch notes then these values are based on items with quantities in the Ship Qty field, excluding any previously dispatched items.

Notes and warnings

Program access

  • The program can be accessed by:

    • selecting the Value option from the Query menu of the Sales Order Query program or by selecting the Line values option from the SO Service Charge program.

    • selecting the Order Value option from the Query menu of the Sales Order Entry program.

Restrictions and limits

  • The Order value for a sales order is only re-calculated when 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.