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The template is defined by user profile in the Order Fields Configuration programField Settings program.
Field/Action: | Description: | |||||
Customer | Enter the code of the sales order customer. | |||||
Customer Order No. | Sales order sequence number.
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+Add Order button | Click the +Add Order button to access to the Order Header screen and start a new order. | |||||
Search Orders button | Click the Search Orders button to open the Order Portfolio screen. | |||||
Search Models | Templates defined for the logged-in user profile load onscreen. In this field you can create a filter for the template you want. | |||||
*Favorite Templates button | After choosing your favorite templates, click this button to display all templates or only those you have marked as favorites. | |||||
+Use Template button | Click this button to select a template for the order and start adding the order. | |||||
*Favorite button | Click this button to mark a template as favorite. We recommend this action for the templates you use the most. |
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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”.
2. "Delivery Schedule" (old sales order of the Open kind):
3. "Supply Contract":
Important:
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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.
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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.
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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. | ||||||||||
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:
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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.
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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.
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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.
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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. |
Adding an Order - Header - Delivery Information Group:
Field: | Description: | |||||
Delivery Date | Displays the current date as the sales order item delivery date. You can edit it.
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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.
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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.
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TransporterCarrier | Name of the default customer carrier. This information is editable.
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License 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.
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Freight Mode | Freight modality estimated for Electronic Invoice and SPED. |
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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.
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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.
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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.
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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.
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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.
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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:
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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.
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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”.
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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:
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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.
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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.
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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:
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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.
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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.
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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.
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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.
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Other Actions/Related Features - Print Orders:
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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.
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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:
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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.
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Update Delivery Location Field | The options available are:
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Update Delivery Date field | The options available are:
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Price List Update field | The options available are:
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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 |
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Update Business Unit | The options available are:
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Save | Save to user preferences and keep the changes when adding orders until you make a new change. |
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Field/Action: | Description: | |||||
Customer Order No. | Displays the customer's order number, which you can change on the Select a Template screen. | |||||
Customer | Abbreviated name of the customer. | |||||
Order Total Value | Display the total value calculated for the order. | |||||
Total Estimated Weight | Estimated total weight of all items in the order. | |||||
Serviced Est Weight | Estimated weight of items serviced. | |||||
Est Weight Pending | Estimated weight pending.
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Expand/Retract | Press this button to hide/show some information onscreen, gaining space to better view item data. |
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Field/Action: | Description: | |||||
Quantity Billing MU | The desired quantity of the item and the measurement unit of this request. | |||||
Quantity Requested | Quantity in the measurement unit the of item in stock (internal). When the measurement unit of the quantity (Billing MU) differs from that of the stock, it is converted to this MU, as shown in this field. This quantity is used internally for allocations and stock check out. The conversion factor for converting from the customer unit to the stock unit is initially taken from the item x customer x mu relationship - CD0504 and later from the relationship between item and measurement unit - CD0247. | |||||
Billing MU | Unit of measure with which the invoice is issued. You may enter an MU different from the stock one to service certain customers (CD0504). | |||||
Measurement Unit | Measurement Unit of item stock. | |||||
MU by Pckg | Display the unit of measurement information of the business family CD0206. | |||||
Qty by Pckg | Display quantity information per package in the business family unit.
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Quantity Available | The available quantity of the item in stock.
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Quantity Available in Quotas | The quantity of the item available in the Quota Management module.
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Quantity to Allocate | Display the quantity (physical or logical) allocated for the item during the sales order deployment/editing process.
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Field/Action: | Description: | |||||
Original Price | The original price of the item when the price type of order items is "Entered". If the sales order price type is “Deployment Day” or “Billing Day”, this field is not enabled, displaying the price in accordance with the selected sales table selected.
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Billing MU Original Price | The price of the item in the measurement unit in accordance with the MU entered in the "Billing MU" field, when an MU different from stock is entered, is converted to the price of the customer's measurement unit. | |||||
List Price | Price from price list. | |||||
Net Price | Net price of the item, displayed when editing the item after adding it. | |||||
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. | |||||
Price List Discount % | Discount percentage by quantity of items sold, set in function CD1508. | |||||
Use Discount Table | When checked, it indicates that the discount table will be used to search for discounts to be applied to the total value of the item. See details in the Discounts Applied to the Sales Order Using the Discounts Table concept description in the Discounts and Bonuses Reference Manual CD1558. | |||||
Entered Discount Value | Enter a discount amount to apply to the sales order item. | |||||
Entered Discount % | The discount percentages for the item. You can enter more than one discount percentage, connected by a plus sign. See the description of the concept Discounts Applied to the Sales Order Item in the Discounts and Bonuses Reference Manual and in the feature Discount Tables Maintenance - CD1558. |
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Field/Action: | Description: | |||||
Operation Nature | Item operation nature. The system allows the you to edit the operation nature entered and also allows issuing invoices with more than one Operation Nature. For the field Operation Nature of Sales Order Items, the system automatically brings the nature entered in the sales order header, but allowing a different nature for that item or sequence entered.
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Tax Classification | Displays the tax classification of the item. See details in the Tax Classification field, Item maintenance Maintenance for invoicing Invoicing - CD0903.
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ICMS Withheld by Tax Authorities | When checked, indicates whether or not there will be ICMS calculation withheld for the item in the sales order. See details in the description of the concept Calculation of Taxes, Billing Reference Manual. | |||||
ICMS Discount % | The item's ICMS discount percentage, defined in the Operation Nature entered for the item. View details in the Disc % field. ICMS, function Operation Nature Maintenance - CD0606. | |||||
IPI Rate | Rate of the Tax on Industrialized Products (IPI), levied on commercial operations of the item deployed, according to the Tax Legislation in effect.
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ISS Rate | ISS rate on the sales order item. | |||||
ISS Service Code | Code of the service to be related to the sales order item, so that the search for the withholding percentage of the ISS withheld is performed at the time of the bill's calculation./ | |||||
Goods Destination | Goods destination (Trade/Industry or Own Consumption/Active) per item in the order sale. The goods destination information can be edited to be different from the header.
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Field/Action: | Description: | |||||
Customer Purchase Order | Number of the customer's purchase order. | |||||
Installment | The customer’s purchase order installment number. | |||||
Business Unit | The business unit of the sales order item.
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CRM Campaign | When the CRM module is enabled, you can enter the CRM Campaign data into the order. | |||||
Service Site | This field is only enabled when the Sales Center is enabled in the Order Parameter Maintenance - PD0301. It suggests the Service Site parameterized in the Service Site Relationship Registration - CD2018. If the user has permission in the User Permission Maintenance - CD0821, the service site can be edited. | |||||
Ledger Account | Enter the cost ledger account for the direct debit items. See details for direct debit items in the "Control Type" field, Items for Stock feature, Information Preparation process, Stock Reference Manual. | |||||
Cost Center | Cost center for direct debit items. See details for direct debit items in the "Control Type" field, Items for Stock feature, Information Preparation process, Stock Reference Manual. | |||||
Ledger Cost | Enter the accounting cost value of the direct debit item. | |||||
Notes | Notes for the sales order item, if necessary. |
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Field/Action: | Description: | |||||
Period Discount % | Discount percentage for the period.
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Term Discount % | Displays the discount percentage by average payment term.
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Grant Bonus Qty | When checked, it indicates that a bonus will be granted by quantity. | |||||
Discount 1 | Percentage or value found in the search for the best discount from the discount table, to be applied for the first discount, defined in Discount Table Maintenance - CD1558.
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Discount 2 | Percentage or value found in the search for the best discount from the discount table, to be applied for the second discount, defined in Discount Table Maintenance - CD1558.
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Discount 3 | Percentage or value found in the search for the best discount from the discount table, to be applied for the third discount, defined in Discount Table Maintenance - CD1558.
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Discount 4 | Percentage or value found in the search for the best discount from the discount table, to be applied for the fourth discount, defined in Discount Table Maintenance - CD1558.
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Discount 5 | Percentage or value found in the search for the best discount from the discount table, to be applied for the fifth discount, defined in Discount Table Maintenance - CD1558.
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Load Discounts | When activated, it allows you to update the discounts for the order item based on the Discount Table Maintenance - CD1558. | |||||
Apply Discounts | Edit the discounts on the Grid and press this button to apply the grid discounts to the order item. | |||||
Grid with discounts | Displays discounts as defined in Discount Table Maintenance - CD1558. You can change discounts to apply to the order item. | |||||
Save and New | Press this button to save the current record and restart to add the next one. | |||||
Save | Press this button to save the current record and close the screen. | |||||
Close | Closes the screen without saving changes, if any. |
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Field/Action: | Description: | |||||
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.
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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.
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Average Term | Average term calculated in accordance with payment term or installments of special payment term. | |||||
Days | Number of days to be used as a basis for setting the index. | |||||
Index | Rate or index to be applied for the quantity of financing days. | |||||
Adjusted Value | Adjusted value considering the current value of the order and the financing index. |
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On this screen, register the export information pertinent to the sales order. Same information as the Export information - EX0270 program. This option is only available for export orders.
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Informações | ||
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All fields are available for editing, even after you finish adding the order, including after the order is linked to the export process. If you want any changes to the order changes to affect the linked export process, first unlink the order from the process, adjust the order data and, finally, link the order to the process the characteristics of which are compatible with the new sales order data. Once you have added and activated an order, to associate it to the correct export process, use these export module routines: Export Export Process (EX0185) and Export Process Relationships (EX0190). |
Informações | ||
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If you change any information about the import expenses on this screen, the order becomes incomplete and you need to activate it again. When system parameters are set to generate the export process automatically, it suggests export expenses as described in the Expenses and Taxes Generation concept. This screen is enabled when the Export module is deployed and the customer entered for the order is foreign or trading. You can enable the Export module through the Global Parameters Maintenance - CD0101. |
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