Sales Order Entry Express

You use this program to capture sales orders using a grid-style entry process.

The functionality available is similar to SYSPRO's standard Sales Order Entry program (which is form-based) except that the express version provides a simplified process of data capture on a single screen.

A tree view structure shows details such as comment lines, kit components, miscellaneous or freight charges.

Toolbar and menu

Field	Description
File
Cancel Order	Cancels the entire order and discards any entries made to the order you are currently processing or maintaining.
Order Entry	Processes a new order.
Order Maintenance	Maintains an existing order.
Copy	Creates a copy of an existing sales order.
TPM
Global Promotions	View/apply global promotions applicable to the order.
Query
Order Value	Displays the value of the sales order based on the original and outstanding amounts.
Customer Query	Displays detailed customer information.
Customer Sales Movements	Displays sales movements for the customer.
Options
Branch	Defines the branch to use for orders for the current run of the program.
Dates	Defines the default dates you want to use for the current run of the program.
SCT Warehouses	Defines the warehouses to use for a supply chain transfer order.
Counter Sales	These options are only enabled when you select a counter sale order type.
Change Cash Drawer	Selects a cash drawer against which to process a counter sale transaction.
Open Cash Drawer	Physically opens the cash drawer without printing an invoice.
View Deposits	View all deposits that have been recorded, but not yet applied as payments.
Select Deposit	This option is available only when maintaining an order and where no order number is selected.
Pay Cash Out	Pay out money that is not attributable to a customer or an invoice.
Take Cash In	Receive money that is not attributable to a customer or an invoice.
Order Commitment Graph	Graphically represent details of your sales order commitments projected into the future for a range of selected customers.
Change Warehouse on Cr Note	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. The warehouse field on the stocked line is disabled when maintaining the line, and you will need to save your changes before you can change the warehouse.
Customer	Enter the customer against whom to process an order.
New Order	Process a new sales order.
Reserve/Ship	Indicate the options you require for reserving stock.
Type	Order Select this to enter a customer order that you want to deliver in full or that you want to part-deliver. Billing Indicates a customer order that must be processed immediately. Scheduled Order Indicates 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. Credit Note Processes a credit (or refund) against a customer's account and produce a formal document for the customer. 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 trade promotions setup option Credit off invoice lines from invoices is enabled. 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. Debit Note Processes a debit adjustment against a customer's account and produces a formal document for the customer. Forward Order Processes customer orders that require stock allocations to be made at a future date. Counter Sale Processes a cash sale over the counter. IBT Processes stock transfers between branches in your company. Supply Chain Transfer Transfers stock between multiple warehouses in your company.
Save Order and End without Printing	Saves and closes the order.
Save Order and Print Document	Ends the order and prints the relevant document immediately. If Dimension Analysis is in use, the transactions are automatically tagged with the default dimension codes (without displaying the GL Dimension Analysis Capture program). Dimension Analysis is switched on by defining the Dimension analysis setup option for the relevant module as Transaction entry level or GL entry level (Setup Options > General Ledger Integration > General Ledger Codes).
Save Order and Display Printing Options	Ends the order and displays Finalize Sales Order window.
Take Payment	Processes payment details for an order without having to capture a counter sale order.
Order Header	Maintains the header details for the order you are currently processing.
Assign Order Number	Assign an order number prior to adding order lines. See Activity considerations in Notes and warnings.
Order	Enter the order you want to maintain.
Discard	Select this to discard any changes made to the order.

Order Header

Field	Description
Header Details
Sales order	The sales order number you are currently processing or maintaining is displayed. Select the Assign Order Number option to enter an order number.
Document type	This displays the type of order you are currently processing.
Order status	This displays the current status of the order.
Invoice whole order	This indicates that the order can only be released for invoicing, or invoiced if it is a billing, if there are no quantities in back order on any of the order lines (i.e. the entire order must be shipped simultaneously).
Dispatch whole order	Enable this to indicate that only whole orders can be dispatched, i.e. you can't dispatch selected sales order lines, but have to dispatch the entire order. This field is hidden by default and must be added using the Show Captions option from the context-sensitive menu.
Customer purchase order	This indicates the purchase order reference supplied by your customer for the order.
Order branch	Enter the branch applicable to this sales order only.
Salesperson	Enter the code associated with the person in your company who was responsible for the sale and to whom sales commission might be payable.
Area	Enter the geographic area applicable to the customer for this order.
Order date	Enter the date on which the order is captured, or the date on which the sale is made.
Ship date	Enter when the ordered stock is due to leave the warehouse.
AR invoice terms	This defines the period in which a customer qualifies for discount and the period within which an invoice is due to be paid.
Payment method	The selection made here is output to the sales tax file and is reflected against each invoice printed on the Sales Tax report.
Order type	Enter the order type that classifies the type of sale made for the order.
Alternate key	Capture user-defined information that can be used as an additional sequencing key for your orders.
Set default order quantity to 1	Default the order quantity to 1 every time you add a stocked line to the order. When enabled, the order quantity is set to 1 and the relevant line ship and back order quantities are refreshed after a valid stock code is entered. This option is not displayed by default. It is added using the Show Captions option.
Include in MRP	Deselect this to exclude the entire purchase order from the Material Requirements Planning calculation. When excluded, your selections for MRP inclusion/exclusion at line level are ignored. See Activity considerations in Notes and warnings.
Price group information
Price group level	This indicates the price group level, which defaults to the selection made at the Price group level setup option (Setup Options > Configuration > Distribution > Sales Orders). The price group is updated if you select a different price group level.
Price group	This indicates the code of the price group that is used to calculate the best price per stock code and determine which order discount breaks and/or invoice discounts to apply. The price group defined against the customer is displayed by default but can be changed if required by using the Price Group Browse program. The price group defined within the sales order header can't be changed once sales order lines have been captured. When a stock code and quantity is entered within the Sales Order Line Capture listview, the SO Pricing Best Price Query Business object: SORQPQ business object determines the best price based on the price group defined against the sales order header.
Price group description	This indicates the description of the price group selected or displayed.
Order discount percentage	You use these fields to enter up to 3 chained discount or surcharge percentages to apply to the order value of merchandise lines.
Discount percentage	Less Select this to subtract a discount from the total order value, based on up to 3 chained discount percentages. Plus Select this to add surcharges to the total order value, based on up to 3 chained percentages.
Discount %1	Enter the 1st discount/surcharge percentage you want to apply to the order.
Discount %2	Enter the 2nd discount/surcharge percentage you want to apply to the order.
Discount %3	Enter the 3rd discount/surcharge percentage you want to apply to the order.
Tax	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.
Tax status	Indicate the tax status to apply to the invoice for the current order. Taxable Select this to apply tax to the invoice for this order based on the tax code assigned to the stock code. Non taxable Select this to issue an invoice to a customer who qualifies for tax exemption and no tax should be calculated. Taxable (use 'other') Select this to apply tax to the invoice for this order based on the Other tax code assigned to the stock code.
Tax exemption	Enter the tax exemption number of the customer where the customer qualifies for tax exemption on certain goods.
Customer tax regn	Enter the customer's company tax registration number applicable to the order.
Extended tax code	This indicates the code that forms part of the full tax geo code. This is only displayed if either the USA Tax by advanced geocodes system or the USA AVP sales tax system is enabled.
Exchange rate details	These options are only enabled when processing an order for a foreign currency customer. The exchange rate details are defined in the currency exchange rate applicable to the currency assigned to the customer.
Fixed rate	Fixed Apply a fixed exchange rate to this order. You enter the exchange rate to use in the Exchange rate field. Not fixed Do not apply a fixed exchange rate to this order. If you select this option, then the exchange rate currently defined in the TblCurrency table is used.
Exchange rate	Enter the fixed exchange rate to apply to this order if you selected the Fixed option at the Fixed rate field. If you selected the Not fixed option, then this field displays the exchange rate defined in the TblCurrency table for the customer's currency.
Currency triangulation required	Enable this option to convert from one currency to another via an intermediate currency. This enables you to conform with European Monetary Union regulations. Triangulation is only available if the following are applied in the Company Maintenance program: The Triangulation required option is enabled. The Triangulation options are defined for the currencies in which you want to process sales orders.
Sales order notes	Use the notepad editor program to add free format notes to the order.
Intrastat details	When creating a sales order for an EC customer you must enter the EC information required for EC statistical reports.
Shipping location	This indicates the default shipping location assigned to the customer or warehouse, but can be changed if required.
Nationality	This indicates the nationality code for the country in which the account, supplier, or customer is located. This field is mandatory when the EC VAT system required setup option is enabled.
Delivery terms	Optionally indicate the three-character alphanumeric Incoterms code, denoting the terms of delivery. 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). If this field is left blank, then the default delivery terms defined against the company for the Arrivals setup option is used.
Nature of transaction	This indicates a three-character numeric 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. 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. The default can be changed if required.
Mode of transport	This indicates a two-character numeric code denoting the mode of transport used to deliver the goods.
Process	This indicates a single-character numeric code denoting the process used.
Regime code	This lets you select a regime code using the Regime Code Browse program. Each country within the European Union requires different Intrastat information for reporting purposes. A regime is a set of regulations and agreements that determine the reporting requirements.
Port of dispatch	This lets you indicate the port from which the goods were dispatched using the Port and Airport Browse program.

Address

Field	Description
Ship address
Ship to name	Enter the name of the customer to whom the order must be shipped.
Building	Enter the name of the building in which the customer is located.
Street	Enter the street name and number of the customer's address.
City	Enter the city in which the customer is located.
Locality	Enter the locality (e.g. suburb) of the customer.
State	Enter the state or province of the customer's address.
Country	Enter the country in which the customer is located.
Zip	Enter the postal or zip code for the customer's address.
Geolocation	This indicates the geographic location of the address in terms of longitude and latitude and includes a hyperlink to the map directions. An additional hyperlink is available (Resolve GeoLocation from address) to resolve addresses using the long or short name. For this to resolve correctly, ensure that you provide as much information related to the physical address as possible. The Use short names when resolving addresses option (System-wide Personalization) determines which name to use by default. For example: Short names are NY and USA; whereas long names are New York and United States of America. 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.
Language	You can indicate the language code to use if you enabled the Multi-language for document printing setup option (Setup Options > System Setup > General). The Global dropdown option is the default selection and refers to the default language at the time of the creating the entry.
Shipping Details
Ship via code	Enter the instructions code for shipping.
Ship via	Enter the shipping instructions as plain text.

Customer Information

Field	Description
Basic Details
Customer	Indicates the code of the customer for whom you are adding or maintaining the order.
Customer class	Indicates the category to which the customer has been assigned.
Customer branch	Indicates the branch assigned to the customer.
Area	This indicates the geographic area location assigned to the customer.
Currency	Indicates the currency in which the order was captured.
Exempt status	Indicates whether the customer is exempt from sales tax.
Invoices	View customer invoices and their corresponding payments.
Sold to address	Indicates the address to which documentation such as statements and invoices must be sent for the customer.
Sold to name	Indicates the customer name.
Building	Enter the name of the building in which the customer is located.
Street	Enter the street name and number of the customer's address.
City	Enter the city in which the customer is located.
Locality	Enter the locality (e.g. suburb) of the customer.
State	Enter the state or province of the customer's address.
Country	Enter the country in which the customer is located.
Zip	Enter the postal or zip code for the customer's address.
Geolocation	This indicates the geographic location of the address in terms of longitude and latitude and includes a hyperlink to the map directions. An additional hyperlink is available (Resolve GeoLocation from address) to resolve addresses using the long or short name. For this to resolve correctly, ensure that you provide as much information related to the physical address as possible. The Use short names when resolving addresses option (System-wide Personalization) determines which name to use by default. For example: Short names are NY and USA; whereas long names are New York and United States of America. 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.
Language	You can indicate the language code to use if you enabled the Multi-language for document printing setup option (Setup Options > System Setup > General). The Global dropdown option is the default selection and refers to the default language at the time of the creating the entry.
Credit information
Credit limit	Indicates the credit limit defined against the customer.
Over limit	Indicates the amount by which the customer's credit limit has been exceeded.
Order value	Indicates the value of orders and dispatch notes not yet invoiced for the customer.
Number of orders	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.
Last payment	Indicates the date on which the last payment received from the customer was processed against the customer's account.
Last sale	This indicates the date on which the last sales order was processed for the customer.
Average days to pay	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.
Customer notes	This displays the first few lines of customer notes for the customer. You enter these notes within the Customer Query program.

Sales Order Lines Capture

You use this pane to enter order lines for the order.

When you maintain an order, only the order lines for warehouses to which you have been granted access are displayed.

Field	Description
Line type	Indicate the applicable order line type: Stocked Non-stocked Freight Miscellaneous Comment Enter comment lines against the order or against a previous stocked line. When comments are attached to a line (i.e. by selecting the option: Attach comment to a previous line) the comment is printed only if the line to which the comment is attached is printed, or any subsequent qualifying order line preceding the comment line is printed. If you delete the stocked line to which a comment is attached and insert other lines, the comment line will be attached to the next stocked line between the deleted stock line and the comment. If a stocked line does not exist, the comment will remain unattached. Standard comment Service charge
Warehouse	Enter the warehouse from which you will ship the stock.
Stock code	Enter the stock code of the item being ordered.
Description	This indicates the description for the item.
Order qty	Enter the quantity of the stock item ordered by the customer.
Ship qty	Enter the quantity of the item to be delivered.
B/O qty	Enter the portion of the customer's order quantity that is not available to be shipped or reserved.
Supply request	Select this to indicate what action to take when there is insufficient stock.
Price code override	Select this to change the default price code displayed.
Price code	Enter a price code.
Price override	Select this to change the default price displayed.
Price	Enter the price of the item. Sales Pricing Engine considerations The following apply when using the Sales Pricing Engine: The SO Pricing Best Price Query Business object: SORQPQ business object calculates the price using the price group defined in the sales order header along with the stock code and quantity entered on the sales order line. The list price is applied if the customer isn't linked to a valid price group. The Unit price or Price field displays as 0.00 if there is no valid list price, however this can be overridden.
Price uom	Enter the pricing unit of measure.
Net value	The net value for the line is displayed in this field.
Include in MRP	Deselect this to exclude the purchase 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.
Intrastat exempt	Select this to indicate that the order line is exempt from Intrastat triangulation.
Triangulation role	Indicate your Intrastat triangulation role for this transaction: Agent Select this if you are an agent for this sales order line (i.e. you don't dispatch or receive the goods). You must specify the dispatch and destination states when selecting this option. None Select this to record Intrastat triangulation information without playing an actual role in the transaction. Supplier Select this if you are the supplier of this sales order line. You must specify the destination state when selecting this option.
Country of origin	This lets you specify the country where the goods originated using the Nationalities program. The country of origin is required for all Intrastat triangulation transactions.
Dispatch state	This lets you specify the state from which the Intrastat triangulation goods are dispatched using the Nationalities program. The dispatch state must be a member of the European Community (EC).
Destination state	This lets you specify the state to which Intrastat triangulation goods are sent using the Nationalities program. The destination state must be a member of the European Community (EC).
Supp unit factor	This indicates the factor used by the system to convert the order quantity on the sales or purchase order line to calculate the supplementary units, and defaults to 1.
Supp unit method	This indicates the method used to calculate the supplementary units and defaults to Multiply. Multiply This multiplies the quantity on the sales or purchase order line with the supplementary units factor. Divide This divides the quantity on the sales or purchase order line by the supplementary units factor.
Tariff code	This lets you select a tariff code that will be applied to the sales order line.
Price group rule	This indicates the price group rule that is used to determine the price at the Price field.
Price group rule override	This lets you select a different price group rule within the price group defined against the sales order header.

Order Information

Field	Description
Split commissions	Indicates which salespersons were involved with the order and the commission percentages applicable to each.
Salesperson 1	Enter the salesperson to whom you want to assign a percentage of the commission.
Commission %1	Assign commission to the salesperson responsible for the sale.
Salesperson 2	Enter the 2nd salesperson to whom you want to assign a percentage of the commission.
Commission %2	Assign commission to the salesperson responsible for the sale.
Salesperson 3	Enter the 3rd salesperson to whom you want to assign a percentage of the commission.
Commission %3	Assign commission to the salesperson responsible for the sale.
Salesperson 4	Enter the 4th salesperson to whom you want to assign a percentage of the commission.
Commission %4	Assign commission to the salesperson responsible for the sale.
Order Comments	Uses the Notepad Editor program to add free format notes to the order.

Order Totals

Field	Description
Calculate Invoice Totals	Refreshes the order totals.
Order Totals
Order value	Indicates the total value of the order, after discounts and including tax.
Order tax	Indicates the total value of tax for the outstanding order value.
Order total	Indicates the total outstanding order value.
Invoice tax	Indicates the total value of tax for the outstanding invoice value.
Invoice total	Indicates the total outstanding invoice value.
Currency of order	Indicates the currency in which the order was captured.
Hash totals
Merchandise value	Indicates the total value of merchandise items, including non-stocked items, for the order.
Hash quantity	Indicates the total quantity of merchandise items, including non-stocked items, for the order.
Volume	Indicates the total volume of merchandise items, including non-stocked items, for the order.
Mass	Indicates the total mass of merchandise items, including non-stocked items, for the order.

Recent Purchases

This displays a list of the customer's recent purchases (only applicable to customers where the customer/stock code cross reference option is enabled (Customers).

Field	Description
Refresh	Populates the listview with the details of recent purchases for the customer.
Insert as Order Lines	Adds the line currently highlighted into the order. The available stock is checked against the warehouse and the ship and back order quantities are updated accordingly. You won't be able to change the Order UOM as this could affect stock availability in the warehouse.
Clear	Removes all lines displayed in the listview.

SO Template

This enables you to view sales order templates currently defined.

Field	Description
Type	Indicate the template you require: General template Customer template
Template	Enter the code of the general template you want to display.
Insert Lines	Add all lines with a quantity greater than zero to the quote.

Recent Sales Orders

This pane displays information on sales orders recently processed for the selected customer. The listview in this pane displays the last 10 orders captured (according to entry date) for the current customer.

Status Codes

Notes and warnings

Hints and Tips

• For Intrastat triangulation transactions, the agent, customer and supplier countries must be EU nations and the nationalities must exist in the AdmNationalities table (Nationality Maintenance).

  The country of origin doesn't have to be an EU nation.

Restrictions and limits

• The maximum number of columns on a listview is restricted to 100.

  This restriction extends to any custom columns you may add to the listview.

• Unlike in Sales Order Entry, the Warehouse cannot be changed once a line is added. The line must be deleted and recaptured with the required warehouse together with the lots, bins and serials where applicable.

• If the sales order contains serialized stock items, you have to allocate the serial numbers before you can invoice the order.

• The price group defined within the sales order header can't be changed once sales order lines have been captured.

Order maintenance considerations

• If the Adjust b/order when order qty changed preference is enabled (available from the Options tab of the Preferences pane within the Sales Order Entry program) then the back order quantity is updated before the ship quantity when maintaining orders.

  Therefore, when this preference is enabled and you decrease the order quantity, the back order quantity is decreased first, followed by the ship (or reserved) quantity, if there is not enough stock on back order to satisfy the change. Similarly, when you increase the order quantity for an existing line, the additional quantity goes into back order.

  If this option is disabled however, then the ship quantity is impacted first when you adjust the order quantity of an existing order line.

Lot, bin and serial allocation

• When processing an order that contains traceable or serialized stock codes, or multiple bins are in use, the Bins, Lots & Serial Allocation program is displayed and lets you allocate the lots, bins and serials for the item.

Bought-out at warehouse level considerations

• For scheduled orders, if the Use LDT + DTS to calculate ship date when there is insufficient stock preference is enabled (Sales Order Entry) and the stock item is defined as bought-out at warehouse level (Inventory Warehouse Maintenance for Stock Code) then at the time of creating the purchase order the ship date is calculated using the lead time defined against the warehouse instead of the values held against the stock code.

Intrastat considerations

• The Delivery Terms and Shipping Location can only be captured if:

  • a valid Nationality code has been entered, and EC Vat is in force, or

  • the option Capture non EC members delivery terms is enabled in the Intrastat Setup program.

• The Delivery Terms and Shipping Location defaults defined in Suppliers and Customers take precedence over those defined in the Intrastat Setup program.

• To reflect the Delivery Terms and Shipping Location on sales order and purchase order documents, ensure that these fields are enabled in the document format setup programs (only available with Word and SRS document printing).

• Delivery terms are maintained using the Intrastat Delivery Terms program.

• Shipping locations are maintained using the Shipping Locations program.

• Nature of transaction codes are maintained using the Intrastat Transaction Nature program.

Facilities not currently supported

• Custom Forms for non-merchandise lines.

Saving order details

• Order details are not saved as each order line is entered, but at the end of capturing the order when you select one of the Save Order icons. Lots, bins and serials are not allocated or reserved until the order is saved.

Adding sales order notes

• You need to save the order before you can add sales order notes (notes can only be assigned against an existing order number). Alternatively, you can select the Assign Order Number function to assign an order number prior to entering any lines. This will allow you to capture sales order notes without having to end and then maintain the order.

Global Trade Promotions

• If you have defined trade promotions and:

  • the customer is defined as a trade promotions customer
  • a global promotion exists which applies to the sale order
  • you have not selected to automatically apply global promotions

  then you need to select the relevant global promotion on saving the order.

• If you selected to automatically apply global promotions then the promotions will be applied when the order is saved.

Associated products promotion levels

• Discounts for the associated products are applied at the end of the order if the promotion level is reached.

• The promotion discount for the associated product line is calculated as a percentage of the line value.

  • If the total associated products level is not greater than the promotion level, then the promotion discount is added to the total promotion discount.

  • If the total associated products level is greater than the promotion level, then a portion of the discount corresponding to the remaining level is added.

  Example of a promotion of 20 associated products in an order receiving a 10% discount:

  Order line	Line value	Discount
  1 (10 associated products used)	1000	100 (discount calculated on the total value of the items)
  2 (5 associated products used)	500	50 (discount calculated on the total value of the items)
  		5 remaining items out of 20 applicable for promotion
  3 (10 associated products used)	1000	25 (discount calculated on the portion of the remaining 5 items)

• When the promotion level has been reached, or all lines on the order have been processed, then a miscellaneous line is added to the grid displaying the description of the promotion and the discount amount.

Limiting budgets

• If an order is canceled, deleted or changed and the allocated amount falls below the budget amount, the promotion will automatically be reactivated. This only applies if the Reactivate promotion when limit utilization reduced trade promotions setup option is enabled.

• If a promotion limit is exceeded during an order creation, the promotion will still be applied for that order. This only applies if the Apply promotion if limit will be exceeded trade promotions setup option is enabled.

eSignature considerations

Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.

Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the eSignature Setup program.

eSignature Transaction	Description
SO Add sales order	Controls access to the New Order and Order Entry functions for Orders in the Sales Order Entry and Sales Order Entry Express programs.
SO Add credit note	Controls access to the New Order and Order Entry functions for Credit Notes in the Sales Order Entry and Sales Order Entry Express programs.
SO Add supply chain transfer	Controls access to the New Order and Order Entry functions for Supply Chain Transfers in the Sales Order Entry and Sales Order Entry Express programs.
SO Change sales order	Controls access to the maintenance of sales orders in the Sales Order Entry and Sales Order Entry Express programs.
SO Cancel sales order	Controls access to the Cancel Order function in the Sales Order Entry and Sales Order Entry Express programs.
SO Print sales order	Controls access to printing Sales order documents online using the Sales Order Entry and Sales Order Entry Express programs. This eSignature is applied for each document printed.
SO Copy sales order	Controls access to the Copy function in the Sales Order Entry and Sales Order Entry Express programs.
SO Change sales order status	Controls access to the Order Status field and function in the Sales Order Entry and Sales Order Entry Express programs. This applies to manually changing a sales order status using the Sales Order Entry program. It does not apply when the system changes the status such as placing a sales order into suspense following a credit limit check.
SO Cash drawer	Controls access to the Cash Drawer function in the Sales Order Entry and Sales Order Entry Express programs.

Activity considerations

Activity	Description
SO Copy - change codes	Controls whether an operator can change the Customer or Warehouse fields when copying a sales order using the Sales Order Entry or Sales Order Entry Express program. This therefore controls whether the operator can copy a sales order to a new customer and from a new warehouse.
SO Order Entry - re-qualify Trade Promotions	Controls whether an operator can use the Sales Order Entry, Sales Order Entry Express or Dispatch Note Maintenance program to apply a newly-created trade promotion (Promotion Code) to an existing sales order.
SO Create order with no lines	Controls whether an operator can select the Create Order function from the Sales Order Entry program, and the Assign Order Number function from the Sales Order Entry Express program, to create a sales order with no order lines (i.e. to create a sales order header only).
SO Include/Exclude in MRP calculation	Controls whether an operator can exclude or include an entire sales order or a sales order line for a stocked or non-stocked item from the Material Requirements Planning calculation when adding or maintaining sales orders using the Sales Order Entry or Sales Order Entry Express program or when creating a SCT using the SO Supply Chain Transfer Creation program.
SO Allow price change after line has been dispatched	Controls whether an operator can override the price for a dispatched stocked line or change the price for a dispatched non-stocked order line using the Sales Order Entry or Sales Order Entry Express program.
SO Maintain sales order after delivery note print	Controls whether an operator can maintain order lines or cancel an order once the delivery note has been printed, or when it is ready to be invoiced. It also controls whether an operator can maintain detail lines for credit notes, debit notes and billings (i.e. the operator won't be able to add, change or cancel lines or add comments to these order types). This also includes: using the WIP Inspection or Job Receipts program to accept an item into stock for a job linked to a sales order for which a delivery note has already been printed. using the Part Billings program to part bill a job linked to a sales order for which a delivery note has already been printed This does not prevent the operator from maintaining the sales order header information. This activity is applicable only if the Maintenance allowed option is enabled at the After delivery note print maintenance field (Sales Orders Setup).
SO Orders	Controls whether an operator can process an Order using the Sales Order Entry or Sales Order Entry Express program, and create an Order from the Quotation Confirmation program.
SO Billing	Controls whether an operator can process a Billing using the Sales Order Entry or Sales Order Entry Express program and create a Billing from the Quotation Confirmation program.
SO Scheduled order	Controls whether an operator can process a Scheduled Order using the Sales Order Entry or Sales Order Entry Express program, and create a Scheduled order from the Quotation Confirmation program.
SO Credit note	Controls whether an operator can process a Credit Note using the Sales Order Entry or Sales Order Entry Express program.
SO Debit note	Controls whether an operator can process a Debit Note using the Sales Order Entry or Sales Order Entry Express program.
SO Forward order	Controls whether an operator can process a Forward Order using the Sales Order Entry or Sales Order Entry Express program, and create a Forward order from the Quotation Confirmation program.
SO Counter sales	Controls whether an operator can process a Counter Sale using the Sales Order Entry or Sales Order Entry Express program.
SO I.B.T.	Controls whether an operator can process an Inter Branch Transfer using the Sales Order Entry or Sales Order Entry Express program.
SO Hierarchical order	Controls whether an operator can process an Hierarchical Order using the Sales Order Entry or Sales Order Entry Express program, and create an Hierarchical order from the Quotation Confirmation program.
SO Supply Chain Transfer	Controls whether an operator can process a Supply Chain Transfer using the Sales Order Entry or Sales Order Entry Express program.

Password considerations

Password access to the following functions in this program may be defined in the Password Definition program. When defined, the password must be entered before you can access the function.

Field	Description
SO Maintenance of sales orders	This password restricts access to maintaining sales orders using the Sales Order Entry or Sales Order Entry Express program.
SO Use expired contracts in Sales Order Entry	This password restricts access to applying an expired contract price (if it is the lowest price) to a contract customer. It only applies when the Prompt for expired contracts option is enabled (Sales Orders Setup). When this setup option is enabled, and the lowest price selected/suggested is from a contract that has expired, the Price Lookup program (IMPPRC) prompts the operator to use the price from the expired contract. The password is requested when the operator selects to accept the contract price.