Sales Order Implementation - PD4100

This number may be changed whenever the user has permission, which must be previously registered through the User Permission Maintenance program (CD0821). You can use alphanumeric characters.

The system-suggested sequence is generated when the "Add Order" button is pressed, which adds 1 (one) to the previous order number, even if that number has not been used (canceled or deleted). 

The transaction nature informed will be used as default for order items, which can be edited directly in the item.

During the maintenance of the operation nature of an order already registered, the system may or may not export this change to the order items, according to the settings made in the Parameters window (PD4100B), which you access via the "Parameters" button.

If the company works with a sales channel, the system will provide the registered nature for the informed sales channel.

For non-billing natures, the system will not request a payment term, nor will it make a credit assessment (unless the nature is parameterized for consignment delivery). Through the nature entered in the header, the sales order will assume the message code associated with this nature.

This information is not required in the sales order. However, when the company works with a sales channel, it is registered in the functions Operation Nature Maintenance (CD0609) and Customer Maintenance (CD0704) and is automatically entered when the sales order is registered.

If the company works with a sales channel, the system will provide the registered payment term in the sales order. So, when you register a customer, it is important to know what is the most used payment term, that is, the customer’s preference.

Through the payment terms table, the system allows you to register various payment methods, specifying, among other things, the number of installments and the percentage of each installment. Thus, when implementing the sales order, the user may opt for any of the terms that were previously registered. If none of the existing terms meets the customer's need at the moment, you may enter a special one. Therefore, the code of the term must be zero. By entering the zero code, the system will enable the "Payment Terms" folder and allow you to enter a special term by entering specific dates and percentages (or amounts) for the sales order.

When the price type is the Informed Price, the rate for obtaining the original price is not applied and must be entered manually.

When the payment term is a special “0” term, this field displays the default financing table, which is defined in the feature Order Parameters Maintenance (PD0301).

If the company does not use price correction in forward sales, enter 0 (zero) in this field. The program will not fix the products prices.

When the payment term is a special “0” term, this field displays the default index, which is defined in the feature Order Parameters Maintenance (PD0301).

When entering a price table for the sales order, only items that are part of the table can be entered. An item is understood to be part of the price table when there is a valid price entered in the table for the item and the quantity entered in the sequence.

Example: Assume that in the price table an item is priced at 10.00 for a minimum of 7 pieces, and 9.50 for a minimum of 14 pieces. In this case, you will not be able to enter a quantity of 6 pieces, and the program will block the implementation of the sequence, as there is no valid price for this quantity. 

It works by default for invoice items, thus preventing the user from having to inform each item whether to use the discount table and what discount is actually given.

When the shipping code is left blank and the user clicks this button, all fields containing the shipping address information will be enabled for the user to update. If the delivery location has some content, the window PD4100J will only work to query the data. 

The route displayed is the one implemented at the customer’s shipping address. If there is no delivery address, the system assumes the route implemented in the site x customer relationship.

In export invoices, when the CIF City is informed, the program will always deduct the amount of the informed expenses from the value of the goods. If a CIF City is not entered, the program will not perform such treatment.

If you need to enter the CIF City after invoice generation, use the featureInvoice Maintenance (FT0502) Invoice Maintenance process, Billing Reference Manual.

This information is also used to determine the merging of sales orders in the Pre-Billing routine. See details in the topic Shipment Summaries, Pre-Billing process, Billing Reference Manual.

This information is important to streamline the Accounts Receivable process.

This field is documental and is only used for sales orders of type Delivery Schedule, that is, that use a supply contract.

If a date is not entered for this attribute, it indicates that the system must ignore this date. If a date is entered, it will block the billing calculation (if there is no Pre-Billing) or shipment generation for the sales order (Pre-Billing) if the estimated billing date is out of the parameterized range.

This field can only be identified if the parameter “Release Invoice without Stock Balance” is set to consider this parameter.

If the customer has already made an early payment to the company, the system lets you enter the amount that was anticipated. With this information, billing, when generating the trade bills that will be base for the bills in Accounts Receivable, will use the prepayment code for the trade bill. Thus, when the security is generated, it will already be known that it has a prepayment on Accounts Receivable, and it is up to the module user to manually update the bill and the corresponding payment. When you partially invoice a sales order whose invoice value is lower than the advanced payment, the system generates a trade bill with a prepayment code, and changes the anticipated amount in the sales order leaving only the unused balance. As billing provides for the possibility of joining sales order, but has no history to inform from which sales orders the prepaid amounts were acquired; in case of cancellation of an invoice in advance, the anticipated amount will not be reinstated in the order. Such procedure must be performed manually.

See details in the "Prepayments" concept, Invoice Invoice Generation process, Billing Reference Manual.

When the last order item is being canceled, the code and reason for cancellation will be replicated to the sales order. 

For shipping orders for processing/consignment, you can enter the configured/composite items (primary item components) for the purchase order. In this case, only the primary item checks out the inventory and moves the balance from third parties. When derivate items are depleted, the system does not move operation balance held by third parties. The prerequisites for entering the configured/composite item are:

• Operation nature: move with balance held by third parties, check out inventory and be the type of shipment for processing/consignment;
• Primary item: parameterized to check out inventory. 

This field is only available for items that are tracked by reference.

This information will only be displayed for finished product warehouses and if the Show Item Available Stock Balance field of the "Parameters" folder is checked. See details in the field Check Stock Balance, feature User Permission Maintenance (CD0821), General Register Reference Manual.

Displays the quota always available in the order item's measurement unit, not the unit tracked in Quota Management.

The original price, when informed, must contain the financial additions and ICMS included if the company has the value of the ICMS added to its prices.
If the Configured Value Management Module is in force, it updates the price of the item. This valuation is described in the concept Valuation of the Item Set by the Configured Value Management Module.

The tax classification of the item is only brought to the order item when the item is Direct Debit or when the item has a different IPI. 

By entering an operation nature that moves the balance held by third parties, processing/consignment shipment type and the primary item parameterized to check out stock, you can enter a configured/composite item for the order.

In addition to setting the delivery address for the item, this information is used to search for taxes.

In addition to setting the delivery date of the item, this information is used to search for taxes.

This discount is only available when the Discounts and Bonuses module is implemented and properly parameterized to grant payment term discounts.

This discount is set in the payment term.

This discount is only available when the Discounts and Bonuses module is implemented and properly parameterized to grant period discounts.

The field name (example Discount (1)) is displayed as defined in the feature Discount and Bonus Parameters (BN0301) when the Discounts and Bonuses module is implemented.

The field name (example Discount (2)) is displayed as defined in the feature Discount and Bonus Parameters (BN0301) when the Discounts and Bonuses module is implemented.

The field name (example Discount (3)) is displayed as defined in the feature Discount and Bonus Parameters (BN0301) when the Discounts and Bonuses module is implemented.

The field name (example Discount (4)) is displayed as defined in the feature Discount and Bonus Parameters (BN0301) when the Discounts and Bonuses module is implemented.

The field name (example Discount (5)) is displayed as defined in the feature Discount and Bonus Parameters (BN0301) when the Discounts and Bonuses module is implemented.

The quantities available for allocation can only be viewed when order items are added or edited.