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Field:

Description:

Site

Default site code as the module parameterization defined in the Sales Order Parameter Maintenance - PD0301. You can change this information when deploying each sales order or when editing the sales order.

Order Kind

Displays the type of the default sales order as per customer parameterization. See details in the "Default Sales Order Tp" field, "General Information" folder, Customer Update (CD1510) feature.

This information is provided as a customer default, which you can edit when deploying each sales order.

To enable this field, the "Order Type" field, "Main" folder, Business User Permissions Maintenance (CD0821) must be enabled as well. The options available are:

1. "Simple Order" (old sales order of the Closed type): See the concept “Sales Order Kind of Simple Order”.

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This requires a representative.

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It is subject to credit assessment as set in system parameters.

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You can invoice it immediately; that is, a later complement is not required.

2. "Delivery Schedule" (old sales order of the Open kind):

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Exclusive for sales orders with delivery schedules.

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You are not required to inform a representative for the sales order, in which case there is no commission to be paid.

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The sales order will not be subject to credit evaluation.

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It uses the delivery scheduling routine to complement the sales order.

Informações

title	Important:

You can update and complete sales orders of the "Delivery Schedule" kind item quantity set to zero. This feature is described in the concept Item with Zero Quantity in Delivery Schedule.

3. "Supply Contract":

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You are not required to enter a representative for the sales order, in which case there is no commission to be paid.

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The sales order will not be subject to credit evaluation.

Important:

Informações

title	Important:

Sales orders of the "Supply Contract" type will only be invoiced via shipment preparation, where it is verified in the inclusion of the sales order that the nature of the operation cannot be calculated automatically.

See details in the "Update" folder, function Operation Nature Maintenance - CD0606.

Source Order No.

Enter the number of the bonus request that generated the current order. For this, you have to also enter the number of the order that originated the bonus.

This field is directly linked to the use of an operation nature defined as “bonus”.

Operation Nature

Default operation nature in accordance with customer parameter settings, registered in function Customer Update - CD1510. You can edit this information when deploying each sales order.

Informações

title	Important:

The transaction nature entered becomes default for order items, which you can edit 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 parameterization made in Parameters, which you access via the Parameters button in Other Actions.

If the company works with a sales channel, the system provides the registered nature to the sales channel entered.

From the nature of the operation entered, the system determines whether the sale is internal (within the State) or external (outside the State).

If the sale is internal, the system blocks the sales order deployment in case the first character of the operation nature differs from 5.

Interstate sales are blocked if the first character differs from 6.

In the case of an export, the system only allows you to use a nature with CFOP that starts with 7 when it is a sales order for a trading or foreign customer.

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.

Sales Channel

The default sales channel, in accordance with customer parameter settings registered in Customer Update - CD1510. You can edit this information when deploying each sales order.

See details in the function Sales Channel Maintenance - CD1517 and Customer Update - CD1510.

Informações

title	Important:

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 Natures Maintenance - CD0606 and Customer Maintenance - CD0704 and is automatically entered when the sales order is registered.

Deployment Date

Displays the current date as the sales order deployment date.

Issue Date

Displays the current date as the sales order issue date.

Contact

Contact name of sales order customer CD0704B.

E-mail

Customer e-mail.

Triangular operation customer

Enter the name of the customer to whom the goods will be sent as triangular delivery.

Goods Target

Define the destination of the goods. Select one of the options:·

Trade/Industry: When you select Trade/Industry, the ICMS calculation base is the value of the goods only.

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Active/Own Consumption: For Active/Own Consumption, the base will be the invoice total, that is, the value of the goods plus IPI.

Order Type

Type of sales order. This is a free field for the user's own classification/indication.

Priority

Sales order priority.

The priority can range from 0 to 99 and, when the sales order is deployed, it takes the lowest priority of 99.

With this attribute, you can establish which sales orders are to be allocated first in stock, in cases where there is insufficient balance, to fulfill all orders.

In Pre-Billing and invoice calculation, the option "type" of the programs will allow the verification of sales orders according to the priority registered, but the user is not required to follow the billing sequence presented by the program.

CRM Campaign

When the CRM module is enabled, you can enter the CRM Campaign data into the order.

CRM Opportunity

When the CRM module is enabled, you can enter the CRM Opportunity data into the order.

Sales Operation Type

Type of sales operation used for automatically suggesting the nature of the operation.

Informações

title	Important:

This option is only available if you enable the "Automatic Suggestion of Operation Nature" feature in PD0301.

Adding an Order - Header - Price Group:

Field:	Description:
Price Type	Options that define the price type to be used in the deployed sales order. The options available are: · Entered: If the price entered is assigned, the program will allow the user to enter the original price for the sequence being deployed. Be mindful that, in this case, if the price of the item entered in the sales order changes, it will not be corrected. · Deployment Day: Enter a registered price list. Prices will not be corrected if the price list changes after the sales order has been deployed. · Billing Day: If the user has entered a price list, the items' prices will be subject to change whenever the list applied changes. In this case, at the time of billing, the new list updates only the items of the open sales orders and the partially fulfilled sales orders, provided the parameters of fields "Correct Open Order Price" and "Correct Partial Order Price" are set in Maintenance of Sales Order Parameters - PD0301. The entered price list cannot be expired; that is, it must be active and have at least one sales order item linked to the list. Important: You cannot add composite and configured items for Delivery Schedule orders with a Price Type other than the one entered.
Price List	The number of the price list used for the item sequence. This list is entered on the sales order main screen and can be changed for the order item.
Currency	This sales order attribute specifies in which currency sales order prices will be entered. Thus, if you enter values in the sales order in another currency at the time of invoice calculation, the program will convert these values to the billing currency. In the case of credit assessment, the system will convert the sales order amounts to the currency used for credit assessment. You can only change the sales order currency when no Price List is entered; otherwise, the entered price list currency is assumed as default.
Use Discount Table	When checked, it indicates that the discount table defined for the item x customer relationship will be used to set the discount to be applied to the sales order total. Important: 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.
Price List Discount %	Discount percentage set for the price list entered in the sales order. Set this percentage in the discount field of Price List - CD1508. See the description of the concept "Discounts Applied to Sales Order Total" in the Discounts and Bonuses Manual.
Entered Discount %	Enter the discount percentages to apply to the sales order total.
Customer Discount	Enter the discount percentage defined for the customer in the Customer Update - CD1510.

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