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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

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

Sales Channel

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.
• 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

Price Type

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

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

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

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

TransporterCarrier

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

Freight Mode

Freight modality estimated for Electronic Invoice and SPED.

Invoicing Currency

Enter the currency used for converting the amount entered in the sales order at the time of invoicing. 

Validity Start Date

Validity End Date

Earliest Date of Service

Service Deadline

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

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

Invoice Type

Message

Enter the message code that will later be printed on the invoice. 

Bearer/modality

Expense Payment Type

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:

• If the logged-in user group has transaction permission on the entered business unit.
• If the sales order site has access to the entered business unit according to the expiration dates of this relationship.
• If the cost center of the ledger account of the order item has access to the entered business unit.

Payment Term

Financing Table

Financing Index Sequence

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

Calculate

Calculate the total value and weights of the order.

Print

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

Complete

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

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

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:

• Do Not Update Items: When checked, it indicates that, when the sales order operation nature changes, it will not be updated in the order items.
• Update Items with the Same Nature: When checked, it indicates that when the nature of the operation changes, all sales order items that have an operation nature equal to the original one will be updated.
• Update All Items: When checked, it indicates that when the nature of the operation changes, all order items will be updated with the new nature. 

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

Update Delivery Location Field

The options available are:

• Do not update Items: When checked, indicates that the Order Items will not change if the Sales Order Delivery Location changes.
• Update items with the same location: When checked, indicates that, when changing the delivery location in the Sales Order header, items that have a delivery location equal to the original delivery location in the sales order will be updated.
• 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. 

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

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.

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

Expand/Retract

Press this button to hide/show some information onscreen, gaining space to better view item data. 

+Add

Press this button to open item addition screen, with all configurable fields.

Quick Addition

Press this button to open a window only with basic fields for adding items to the order and some more that you can configure.

Add Child Item

This button only works when a parent item is selected on the item grid. It opens the child item addition screen, which is equal to the traditional item addition screen, but only with the fields required for the child item, such as: Item, Reference, Quantity and Invoicing Measurement Unit, Sequence, Quantity and Stock Measurement Unit and Unit Value.

Edit

Open the same item addition screen in editing mode. This button is only enabled when an item is selected on the grid. In editing mode, the Sequence, Item, and Reference fields are disabled.

Editing on the Grid

Click this option to make some columns on the grid editable and display the Save Changes and Cancel Changes buttons.

Double click the grid to activate editing on it as well.

Save Changes

This button is only active when the user activates editing on the grid. It sends the items edited to the order so they can be saved. A successful save disables editing on the grid.

Discard Changes

This button is only active when the user activates editing on the grid. It discards all changes the user has made to the items since activating editing on the grid.

Remove

This button is enabled only if 1 or more items are selected on the item grid. Clicking it prompts the user to delete the selected items from the order.

Cancel

This button is enabled only if 1 or more items are selected on the item grid. Clicking it prompts the user for a code and cancellation reason, canceling the items in the order.

Show Child Items

Specify whether to display the child items of compound/configured products in the order item list. Select it to display the child items.

Sequence

Item implementation sequence number in the sales order. With permission, the user can edit this field CD0821. 

Item

Reference

Bonus Sequence

Item sequence number in the bonus request.

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

Quantity Available

Quantity Available in Quotas

Quantity to Allocate

Original Price

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.

Operation Nature

Tax Classification

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

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

Type of Service

The sales order item service type, which can be:·  

• Total.

• Partial.

• Partial with canceled balance.

Delivery Location Code

Billing Unit

Set the billing unit to be used when issuing the invoice for the item.

The options are:·  

• Item Unit

• Family Unit

• Billing Unit

Earliest Date of Service

The earliest date allowed for billing.

Service Deadline

The latest date allowed for billing.

Partial Billing Min %

Displays the minimum percentage allowed to invoice the partial sales order, defined by the customer. See details in the Customer Update feature (CD1510) in the General Registration Reference Manual.

First Del Dt

Orig Delivery Dt

Displays the current date as original delivery date of the sales order item. 

Customer Purchase Order

Number of the customer's purchase order.

Installment

The customer’s purchase order installment number.

Business Unit

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.

Period Discount %

Term Discount %

Grant Bonus Qty

When checked, it indicates that a bonus will be granted by quantity. 

Discount 1

Discount 2

Discount 3

Discount 4

Discount 5

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.

Customer Items

When checked, it uses information from customer items in the product filter.

Use Business Family

When selected, it uses the business family data entered in the product filter's "Business Family" field.

Use Stock Group

When selected, it uses the stock group data entered in the product filter's "Stock Group" field.

Business Family

Enter which business family to use in the product filter. If you enter a family and select the parameter above "Use Business Family", your filter will only use the items in that family. 

Stock Group

Enter which stock group to use in the product filter. If you enter a stock group and select the above parameter "Use Stock Group", your filter will only use the items in that stock group.

Order Price List Only

When selected, product searches will use only the price list entered in the order header. This information will also be used when fully adding items. If deselected, the price list entered in the "Price List" field is used, which may differ from the price list on the header.

When selected, the price list on the header's "Price List" field is loaded, leaving this field disabled.

Price List

Price list to be used in product searches. The list entered will be used for pricing purposes when fully adding items.

 This field is enabled if the "Order Price List Only" parameter is deselected.

Apply and Save

Click this button to apply and save the changes made onscreen, saving the user preferences when issuing new orders.

Apply

Click this button to apply the changes made onscreen to the current order only, without saving user preferences for issuing new orders. 

Cancel

Click it to close the screen without saving changes, if any.

Payment Term

This field displays the payment term entered on the header, which you can edit. By editing or entering a payment term, you will generate duplicates as defined in CD0404.

Sequence

Displays a sequential number for the payment term. You can edit this information. This column is displayed for special payment terms.

Due Date Type

Set due term. Select one of the options:·  

• Days from the Date.

• Cash.

• Prepayment.

• Cash on delivery.

• After 10 days.

• After 15 days.

• After 1 month.

• After 1 week.

• Presentation.

Due Date

Paymt Days 

%Payment

The percentage to be applied to the total order value for payment. 

Installment Val

The installment value payable.

Notes

Note.

Financing Table

Sequence

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.

Has Prepayments

Prepayment Date

Enter the date of the prepayment.

Prepayment Value

Enter the value of the prepayment.

Notes

Enter a note, if any.

Delivery

The system automatically gives the sequential numbering to characterize each order item delivery.

Status

Display the delivery status.

Delivery Date

The date on which the specified quantity will be delivered.

Delivery Time

The (approximate) time when the specified quantity will be delivered.

Inv MU Qty

This field displays the ordered quantity of the item entered in the field of the same name in the Order Items Main window.

In this field, you can confirm this quantity, or enter another one. It depends solely on the Type of Service field.

Qty Alloc

The quantity of the item to be allocated to this delivery.

Type of Service

The type of service of said delivery. This type can be:·  

• Partial.

• Total.

• Partial Cancel Balance.

Delivery Type

The type of delivery of said quantity. This type can be:·  

• Confirmed.

• Estimated.

• Late.

• Estimate Return.

• Estimate Cancellation.

Representative

The code of the sales order representative.

Commission Base Val

Commission %

Issuance Commission Value

Commission value using "Commission Base Val and Commission %".

Issuance Commission %

Issuance Commission Value

Commission value in issue considering "Issuance Commission Value and Issuance Commission %".

Main Representative

Field of the order's main representative. You can edit this information.

Representative

The code of the sales order's direct and indirect representative.

Commission Base Val

Commission %

Commission Value

Commission value using "Commission Base Val and Commission %".

Issuance Commission %

Issuance Commission Value

Commission value in issue considering "Issuance Commission Value and Issuance Commission %".

Payment Release

The options are: Default, End of export process and After the settlement of last bill.

Base Type

The options are: FOB value and INCOTERM value negotiated.

Agent Commission Type

The options are: None, To Be Submitted, Graphical Account and Invoiced.