...
Field: | Description: | |||||
Price Type | Options that define the price type to be used in the deployed sales order. The options available are:
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.
| |||||
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.
| |||||
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. |
...
Field: | Description: | |||||||||||
Delivery Date | Displays the current date as the sales order item delivery date. You can edit it.
| |||||||||||
Original Delivery Date | The original delivery date of the sales order. The system suggests the current date, but you can change it. | |||||||||||
Delivery Location Code | Displays the delivery location for the order at issue, as defined in the sales order header. The default information is set in CD1510. This information is editable for the item.
| |||||||||||
Delivery Location | The data pertaining the shipping address of the customer selected. | |||||||||||
Full Address | Enter the complement to the customer’s shipping address, if needed, to make it easier to locate. | |||||||||||
District | District corresponding to the customer delivery location. | |||||||||||
City | Delivery location city. | |||||||||||
State | The State of the customer's delivery location. | |||||||||||
Country | The Country of the customer's delivery location. | |||||||||||
Route | The route to be used for delivering the items in the deployed sales order.
| |||||||||||
Transporter | Name of the default customer carrier. This information is editable.
| |||||||||||
Plate | License plate number of goods transport vehicle. | |||||||||||
License Plate State | Enter the State code of the goods transport vehicle. | |||||||||||
Reshipment Carrier | Name of the customer's default reshipment carrier implemented on the Customer Update - CD1510, General Info folder. You can edit this information. | |||||||||||
CIF City | Enter the name of the city to which the company is shipping. When printing the invoices, the system prints the freight, which is the recipient's responsibility if there is no information in this attribute. This information will be verified to suggest the CIF or FOB price table, and will be used in the calculations only when the invoice is for export.
| |||||||||||
Freight Mode | Freight modality estimated for Electronic Invoice and SPED. |
...
Adding an Order - Header - Service Information Group:
Field: | Description: | |||||
Invoicing Currency | Enter the currency used for converting the amount entered in the sales order at the time of invoicing. | |||||
Validity Start Date | Displays the date range for the effective period for fulfillment of the sales order. The system suggests the current date as the start date and the last day of the month as the end date, but you can change this.
| |||||
Validity End Date | Displays the date range for the effective period for fulfillment of the sales order. The system suggests the current date as the start date and the last day of the month as the end date, but you can change this.
| |||||
Earliest Date of Service | Displays the date range for the period for fulfillment of the sales order. The system suggests the current date as the start date and the last day of the month as the end date, but you can change this.
| |||||
Service Deadline | Displays the date range for the period for fulfillment of the sales order. The system suggests the current date as the start date and the last day of the month as the end date, but you can change this.
| |||||
Central Site | When the Sales Center is enabled on the Order Parameter Maintenance - PD0301, the code of the Site in which the Sales Order was entered is displayed. | |||||
Release Invoice | Check this field to identify whether invoice calculation will be released for this sales order, in case there is not enough stock left to fulfill the sales order.
| |||||
Partial Billing | Identifies whether to partially bill the sales order or not. | |||||
Balance Cancel Max % | The maximum percentage of the sales order total allowed to cancel the sales order balance. The percentage entered is taken from the Customer Update - CD1510. | |||||
Extended Customer PO | Number of the customer's extended purchase order. This information will be used when printing the packing slip and the invoice. | |||||
Invoice Type | Enter the invoice type of the sales order. The options are:·
|
Adding an Order - Header - Complementary Information Group:
Field: | Description: | ||||||
Message | Enter the message code that will later be printed on the invoice. | ||||||
Bearer/modality | Code of the default bearer and customer billing mode, implemented on the Customer Update - CD0704, Financial folder. If you wish, you can change them for the sales order either through the Sales Order or Billing module.
| ||||||
Expense Payment Type | Select the type of expense payment. This parameter shows how the expense and tax values will be apportioned among trade bills, even in cases in which the special payment term is (blank Payment Term field on header). When the order's term is special, notice that the “Expense Payment” field changes the values entered for the trade bills if the “Expense Payment” type differs from “Apportionment Among All”.
| ||||||
Business Unit | The business unit code is only enabled when the parameters “Business Unit” found in Distribution Parameters - CD2000, and "Business Unit" found in the maintenance of User Permissions - CD0821 are selected. You are not required to fill in the business unit in the sales order. When entered, it is the default setting for the order items. When you enter the business unit and add the order, the system validates the following:·
| ||||||
Payment Term | Default payment term code, according to the customer's parameterization, registered in the Customer Maintenance - CD1510. You can edit this information when deploying each sales order.
| ||||||
Financing Table | Select the financing/interest table to apply to the order. With this information the system adds the selected financing rate and generates the original price right when the sales order sequence is implemented. Initially the system displays the payment term financing table entered.
| ||||||
Financing Index Sequence | Select the sequence of the financing/interest rate from the financing table. This number determines which index to apply for price correction of sales order items. Initially this field displays the financing index sequence or interest percentage according to the average payment term entered for the order. Important:
| ||||||
Main Representative | Enter the representative that closed the actual sale. This representative is identified as a direct or main representative. In sales order deployment, the direct representative is the one related to the sales order customer. If the company works with a sales channel, the representative is the one registered for the sales channel indicated in the sales order. From the direct representative, the indirect representatives will be automatically registered in the sales order. Registration of indirect representatives goes as follows: When you register a main representative, the program accesses the representative table, checks its existence and then checks which indirect representative is associated with it. Once the indirect representative is found, the system searches the representative table and checks for the associated indirect representative. | ||||||
Representative Order No. | Enter the representative’s order number when the control is something other than the numbering suggested by the system. | ||||||
Has Prepayment | When selected, it defines whether the customer has a prepayment or not.
|
Adding an Order - Header - Vendor Group:
You can only define Vendor data when:·
|
Field: | Description: |
Customer Rate | Percentage of the monthly interest rate. This rate will be charged from the customer by the bank that is financing the purchase. |
Vendor Payment Term | Code of the customer's payment term agreed with the bank. This will be used for the bill when closing the Vendor module. |
Grace Period | The number of grace days for calculating the base date. This information indicates the number of days from the transaction date necessary for closing the negotiation. |
Base Date | Base date for closing the negotiation. This date is calculated from the transaction date plus the number of grace days entered. Example: |
...
Adding an Order - Header - Notes Group:
Field: | Description: |
Notes | A note for the order, when necessary. |
Reshipping Terms | A text pertaining the terms for Reshipping the goods of the sales order, if any. |
Special Terms | A text pertaining the special terms of the sales order, if any. |
...
Other Actions/Related Features:
Action: | Description: | ||||||||||
Calculate | Calculate the total value and weights of the order. | ||||||||||
Open the modal/screen with options to set the report printing with the main order data. | |||||||||||
Cancel | Cancel the request. Open the screen for entering the cancellation reason. | ||||||||||
Copy | Generate new orders based on the order selected. | ||||||||||
Add New Order | Add a new order. | ||||||||||
Select Another Order | Search and select another order for editing. | ||||||||||
Convert Quotation | Converts an order in quotation phase to an order in review.
| ||||||||||
Complete | Click to complete the order and confirm the sales order. This way, the system checks whether the order has items, performs the customer credit assessment, among other consistencies and functions, calculates order item values, and makes the order available for invoicing.
| ||||||||||
Delete | Deletes the order. | ||||||||||
Suspend | Enable the suspension of the sales order. Open the screen for entering the suspension reason. | ||||||||||
Reactivate | Enable the reactivation of the sales order. Open the screen for entering the reactivation reason. | ||||||||||
Parameters | Open the screen to select the editing options for use in the order. When accessing the Order Deployment function, first press the Parameters button. This is necessary when editing orders because the items will be changed automatically according to the parameterization made, and no message is displayed during the update. | ||||||||||
Freight Simulation | Simulate the freight of the order and show possible routes for delivering the order. Available after order calculation, and only when TOTVS GFE Integration is enabled via REST API.
|
Other Actions/Related Features - Print Orders:
Field/Action: | Description: |
Print Item Narrative | When selected, it prints the narrative of the item, if any. |
Print Deliveries | Select this option to print the order item deliveries. If the order is Delivery Schedule or Supply Contract, it generates a block with the delivery information. |
Print Composite Items with children | When selected, it prints a block with the children/components and their respective quantities. |
Measurement Unit | Select the measurement unit to print the report. The options are:·
|
Recalculate Order Before Printing | Recalculates the order before printing. If the order is changed after the calculation but not recalculated, it prints the previous values. The button is only available if an item is in the order. It is selected by default. |
Generates the report with the main information of the order. The layout can be customized/customized. | |
Close | Close the screen without printing. |
...
Other Actions/Related Features - Copy Orders:
Field/Action: | Description: | |||||
New Copy | Click this button to load the fields with the original order information and the Customer field for entering the customer of the new order. For more than one copy, simply press the button again. | |||||
Items | Open the screen with the items of the original order, in which you can select the items to copy as well as change their quantity. | |||||
Parameters | Opens the screen with the options to use in the copy.·
| |||||
Copy Orders | Click it to copy the orders.
| |||||
Remove | Removes the copy of the order. |
...
Other Actions/Related Features - Parameters:
Field/Action: | Description: | |||||
Enter Quantity in the customer’s measurement unit | Select it to display the quantities entered for the sales order in the customer measurement unit, provided item parameters are set to assume the customer measurement unit CD0504. You can set the parameters for this information in the User Permissions Maintenance - CD0821 program. The Sales Order will receive it automatically. | |||||
Show available stock balance of item | When checked, it defines whether the program, when an item is entered for the order, should display the stock balance in the Available Quantity field and column. | |||||
Round item quantity to multiple of batch | When checked, it indicates that the system will automatically round (showing a message on screen) the quantities entered in the sales order to the multiple quantity of the item when it is parameterized to use Multiple Sales Batch in the program Item Maintenance for Billing - CD0903. You can set parameters for this information in the User Permissions Maintenance - CD0821 program. Sales Order - PD4000B parameters will receive it by default.
| |||||
Keep reference on item inclusion | When checked, indicates that, in the inclusion of items that are controlled by reference in Sales Orders, the last informed reference will be automatically brought to the order item to speed up the implementation process. | |||||
Keep item on item inclusion | When checked, indicates that, in the inclusion of the Items, the last informed item will be automatically brought into the order to speed up the implementation process. | |||||
Multiply Component Qty by Composite Qty | When checked, it defines whether the component quantity (secondary items of the structure) should be multiplied by the quantity informed for the configured/composite product. You can set parameters for this information in the User Permissions Maintenance - CD0821 program. Sales Order - PD4000B parameters will receive it automatically. | |||||
Assign Total Price of Components to Composite | When checked, it defines whether the total price of the components will be attributed to the price of the composite product. | |||||
Update Partially Serviced Items/Deliveries | When checked, it indicates that partially served items will be updated. Every change to the Sales Order header (example: delivery date) that gets exported to the order items and affects the price list will recalculate or not the partially serviced items, depending on this field's parameter settings. | |||||
Reopen Quotation when Canceling Orders | When checked, it indicates that the sales quotation will be reopened if the sales order is canceled. | |||||
Operation Nature Update | The options available are:·
| |||||
Update Message Code | When checked, the message code will be updated when the nature of operation changes. The message code is registered in the Operation Nature Maintenance - CD0606 program. | |||||
Update End Consumer | Check this field to handle the “Destination of Goods” field; that is, whether to keep its contents or not (end consumer or industrialization/commerce). If checked, the field specified above displays contents in accordance with the new operation nature. If not, regardless of whether the nature of the operation changes, the contents of the “Destination of Goods” field will be maintained as previously entered. | |||||
Auto-generate Expenses | When checked, it indicates that order expenses will be generated automatically, searching them in the expense x customer relationship.
| |||||
Update Delivery Location Field | The options available are:·
| |||||
Update Delivery Date field | The options available are: · Do not update Items: When checked, it indicates that, when the sales order delivery date changes, it will not be updated in the order items. · Update Items with the Same Date: When checked, it indicates that, if the delivery date is changed in the sales order header, all order items with the original delivery date will change to the new one entered. · Update All Items: When checked, it indicates that, if the delivery date is changed in the sales order header, all order items will be updated with the new one. | |||||
Price List Update field | The options available are: · Do not update Items: When checked, it indicates that, regardless of the price type of the order, any change in the price list in the order header will not influence the items in the order. Only the price list in the order header will be changed. · Update items with the same list: When checked, it indicates that, regardless of the price type, only items that have the same original price list as the order header will be changed. If the order has the price type "entered", only the item's price list will change; otherwise, the items' original price list and price will change. This rule also applies to the "Update all items" parameter. Note: When changing the price list in the order header, if you enter a price list that does not contain all the items in the order, the following message will be issued for each item: "5285 - Item not registered in the Price List" This message will only appear if the price type is other than "entered". This rule also applies to the "Update all items" parameter. · Update all items: When checked, indicates that, regardless of the price type, all items will be changed, even those that do not have a price list. | |||||
Update Price List Discount | When checked, indicates that, regardless of the price type of the order header, when updating the price table, the value of the "Discount Price List" field should be changed according to the new list entered. This field is only disabled when the "Do not update items" option is selected. | |||||
Use Item x Customer Relationship | Enter whether to use the item and customer relationship defined in CD0504. | |||||
Customer X Item Generation | · Auto-generate: When selected, it indicates that if there is no item x customer relationship already implemented, it will be done automatically in the sales order implementation. · Do not generate: When selected, it indicates that, if there is no item x customer relationship already implemented, it will not be generated automatically in the sales order implementation. In this case, the user must implement this relationship later using the Customer Items Update - CD0504. You can set the parameters for this information in the User Permissions Maintenance - CD0821 program. The Sales Order will receive it automatically. | |||||
Update Business Unit | The options available are: · Do not update Items: When checked, indicates that, if the business unit is changed in the sales order header, it will not be updated in the order items. · Update items with the same business unit: When checked, it indicates that, if the business unit is changed in the sales order header, all order items with the original business unit will change to the new one entered. · Update All Items: When checked, it indicates that, if the business order is changed in the sales order header, all order items will be updated with the new one. | |||||
Save | Save to user preferences and keep the changes when adding orders until you make a new change. |
...