Sales Orders Register - mpd.html.pd4000

Program Overview

We have developed the PD4000 in HTML to bring a modern, more user-friendly interface, as well as optimize the sales order deployment process. Through this program, you can add new orders, monitor orders already registered, calculate, cancel, suspend and print a sale order, and add the sales reps responsible for the order. You can also perform maintenance on order items, evaluate and approve orders released in the Sales Portal, manage the payment terms negotiated with the customer, advance payments, allocations, and other actions.

You can configure the fields displayed onscreen, defining which fields to display and their position onscreen in the Order Field Settings program.

You can register orders for issuing delivery invoices for processing/consignment. However, it is not possible to register orders for the return invoices for industrialization/processing or consignment return. When the operation involves configured or composite policy items, you can move the balance held by third parties only when the parent item clears the stock. When derivate items are depleted, the system does not move balance held by third parties.

Note

Orders in quotation phase released in the Sales Portal by the representative have a distinct approval flow. You must use this program to evaluate and approve these orders.

The requirements to execute this function are:

Customer Maintenance - CD0704

Price Table Maintenance - CD1508

Representatives Maintenance - CD0708

Item Maintenance - CD0204

Sales Order Parameter Maintenance - PD0301

Adding Orders - Select a Template screen:

You can start adding an order on the Select a Template screen.

In the template you can set the default contents of a given field; hence, selecting a template causes fields to load with the preset data when you add the orders, gaining you more time and assertiveness.

The template is defined by user profile in the Order Field Settings program.

Field/Action:	Description:
Customer	Enter the code of the sales order customer.
Customer Order No.	Sales order sequence number. Important: This number may be changed whenever the user has permission, which must be previously registered through the User Permission Maintenance - CD0821 program. You can use alphanumeric characters. The system-suggested sequence is generated when you load the PD4000 HTML screen, or click the Add New Order button, which adds 1 (one) to the previous order number, even if that number has not been used (canceled or deleted). Note: 12 is the maximum quantity of characters you can enter.
+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.

Adding an Order - Order Screen - Header:

This screen displays the main data on the sales order. You can configure and organize the quantity and position of the fields onscreen by information group for better viewing. They have the same business rules as PD4000.

You can enable buttons and fields in accordance with the business rule and the business user registration CD0821.

Other Actions/Related Features:

Action:	Description:
Save	Click this button to save the order header, forwarding it to the body of the order.

Adding an Order - Header - Basic Information Group:

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”. This requires a representative. It is subject to credit assessment as set in system parameters. You can invoice it immediately; that is, a later complement is not required. 2. "Delivery Schedule" (old sales order of the Open kind): Exclusive for sales orders with delivery schedules. You are not required to inform a representative for the sales order, in which case there is no commission to be paid. The sales order will not be subject to credit evaluation. It uses the delivery scheduling routine to complement the sales order. 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": You are not required to enter a representative for the sales order, in which case there is no commission to be paid. The sales order will not be subject to credit evaluation. Important: 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. 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. 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. 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. 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.

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. Important: In addition to setting the delivery date of the item, this information is used to search for taxes.
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. Important: In addition to setting the delivery address for the item, this information is used to search for taxes.
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. Important: The route displayed is the one implemented at the customer’s delivery address. If there is no shipping address, the system assumes the route implemented in the site x customer relationship.
Carrier	Name of the default customer carrier. This information is editable. Note: The system follows this order to enter the carrier field when adding the order: Issuer x Site relationship (mpd/relatissuerestab). Delivery location carrier defined on this routine. Delivery location (CD0705) – Local Info folder – Carrier field. Site x Cust Channel Relationship ((mpd/relatcustomerchannelestab). Carrier defined in this routine. Customer channel (CD1521) – Carrier field. Customer site (PD0507) – Carrier field. Customer (CD1510/CD0704) – Carrier and Default Carrier fields.
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. Important: 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 Invoice Maintenance - FT0502 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.
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. Important: This field is documental and is only used for sales orders of type Delivery Schedule, that is, that use a supply contract.
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. Important: This field is documental and is only used for sales orders of type Delivery Schedule, that is, that use a supply contract.
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. Important: 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.
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. Important: 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.
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. Important: You can only identify this field if the parameter “Release Invoice without Stock Balance” of PD0301 is set to use this parameter.
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: 0101 Internal Sale; 0102 Export; 0103 Not Domiciled; 0104 Internal Sale - Advances; 0105 Itinerant Sales; 0106 Invoice Form; 0107 Pounded Rice Sale; 0108 Invoice - Perception Proof; 0110 Invoice - Issuer Form; 0111 Invoice - Carrier Form.

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. Important: This information is important to streamline the Accounts Receivable process.
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”. First Trade Bill: When selected, it determines that total expense amounts are entered in the first trade bill only. Apportionment Among All: When selected, it determines that total expenses be divided equally by the quantity of trade bills of the invoice. Apportionment Among All and IPI in 1st: When selected, it determines that expense values be split evenly among trade bills, but the IPI value is added to the first one only. Only IPI on 1st and Apportionment on the Others: when selected, it determines that only the IPI value be entered in the first trade bill, the expense values being equally divided among the other trade bills, excluding the first. Note: Notice that this parameter only interferes with the calculation of trade bill values: When you register a sales order, the program informs the type of billing registered to the customer according to the feature Customer Update - CD1510. Example: If a sales order has a payment term of 5 installments, all of which are equal, each installment will contain 20% of the payment amount. The installments will be actually equal only when expenses are apportioned equally as well. In this case, when the option “Apportionment Among All” is used. If the IPI is calculated in the first one, you will see that the amount of the first installment will be higher than the others.
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	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. Important: 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 blank. Leaving the field empty allows the user to enter a special term by entering specific dates and percentages (or values) for the sale order at issue in the Payment tab.
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. Important: When the price type is the Price Entered, the rate for obtaining the original price is not applied and you must enter it manually. When the payment term is a special term (blank Payment Term field on header), this field displays the default financing table, which you can set in Order Parameter Maintenance - PD0301.
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: Important: If the company does not use price correction in credit sales, leave this field blank. That way, the program will not fix the products prices. When the payment term is a special term (blank Payment Term field on header), this field displays the default index, which you can set in Order Parameter Maintenance - PD0301.
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. Important: 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 bill 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 Generation process, Billing Reference Manual.

Adding an Order - Header - Vendor Group:

You can only define Vendor data when:

The Vendor module is deployed CD0101.
The payment term for the order is "Cash" CD0404.
The bearer mode entered in the order is equal to “Vendor” CD0901.

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: Transaction date: 03/01/23. Grace Days: 5. Base Date: 03/06/23.

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.

Adding an Order - Order - Main Screen:

Displays the identifier fields of the order: Order No., Status, Customer Order No., Abbreviated Customer Name, Total Value and Weights, as well as buttons for the main actions. You can configure the quantity and position of fields and buttons onscreen.

Other Actions/Related Features:

Action:	Description:
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	Converts an order in quotation phase to an order in review. Note: This action is only available for orders in quotation phase already released by the representative in the Sales Portal. The representative deploys quotation orders in the Sales Portal, and in the deployment the quotation phase is exclusive to leads. You must internally evaluate orders in quotation already released by the representative in the portal and, before approving them, you need to convert the order in quotation. If you have already converted the lead entered for the sales order at issue into a customer, the conversion is simple. Triggering this button performs the conversion; however, if you have not yet converted the lead entered in the order into a customer, triggering this button will prompt you for a lead-to-client conversion action, directing you to the CRM Account Maintenance program, with the lead already selected in conversion mode. After converting the lead, the conversion action of the quotation is performed.
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. Note: When you choose Online Allocation, this is where the order allocations will be made. Important: When the customer is foreign or trading and the Export Parameters - EX0180 is marked to generate the export process automatically, it is when you click this button that the export process will be generated. If the export process numbering control is manual, the Export window will be displayed, requesting the process number. If the control is set as automatic, the process will receive the following number of the last process, and this window will not be displayed. For generating the export process, the information previously defined in Export Data - EX0270 is used to compose the export process. Expected expenses will also be considered when generating the export process. When the customer is foreign or trading and, in the Export Data - EX0270, expenses are entered in the sales order, these expenses will be apportioned for the order items when this button is pressed. Information referring to the expense apportionment are described in the Export Expenses Query - EX0401.
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. Freight Simulation Parameter Settings: Set Freight Simulation parameters in the program CD0089 - GFE Integration Parameters, filling in the API REST TOTVS field group. For further configuration details, see the Integration_Parameters_-_CD0089 page.

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: Item Measurement Unit Invoicing Measurement Unit.
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.
Print	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. Order Status: Open or Suspended Operation Nature: Order or Customer Export Delivery Date Quantity Measurement Unit: Item or Customer Item
Copy Orders	Click it to copy the orders. Note: You can only copy orders of type Simple. When copying orders, the quantities, values and dates of the original order will be taken into account.
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. Note: The quantity will be rounded even if the user (CD0821) has permission to enter different quantities from the multiple 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	When checked, it indicates that order expenses will be generated automatically, searching them in the expense x customer relationship. Important: This button is enabled only when the user tax country is United States.
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	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.

Adding an Order - Order - Main Screen:

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. Order Weight Information: Display the estimated total weight of the items serviced and the estimated total weight of all items in the order. To calculate the weight, information from the Billing Items - CD0903 register is used. The calculated weight is the gross weight of the items. To update the order weight total, the user must calculate the order. Items with status canceled are not used in the weight calculation. The weight of items with status equal to serviced or partially serviced is used in the information “Serviced Estimated Weight”. The other items are used in the information “Total Estimated Weight”. When the item status is partially serviced, the calculation of the information "Serviced Estimated Weight" uses only the serviced quantity of the item. The weight information is defined as “estimated” because it does not use the weight of packaging, a weight already used when loading the order.
Expand/Retract	Press this button to hide/show some information onscreen, gaining space to better view item data.

Adding an Order - Order - Items Tab:

This tab shows all order items for query and editing.

Field/Action:	Description:
+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.

Adding an Order - Order - Full Item Addition/Editing Screen:

You can configure and organize the quantity and position of the fields onscreen by information group for better viewing.

Adding an Order - Order - Full Item Addition/Editing Screen - Item Identification Group:

Field/Action:	Description:
Sequence	Item implementation sequence number in the sales order. With permission, the user can edit this field CD0821.
Item	Item code for sales order implementation. Important: Important: For shipping orders for processing/consignment, you can enter the configured/composite items (primary item components) for the order. In this case, only the primary item checks out the stock and moves the balance from third parties. When derivate items check out stock, the system does not move the operation balance held by third parties. The prerequisites for entering the configured/composite item are: Operation Nature: must perform transaction with balance held by third parties, check out stock and be the type of shipment for processing/consignment CD0606; Parent-Item: set its parameter to check out stock CD0903.
Reference	Reference of item deployed in sales order. Important: This field is only available for items that are tracked by reference.
Bonus Sequence	Item sequence number in the bonus request.

Adding an Order - Order - Full Item Addition/Editing Screen - Quantity Group:

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. Important: The quantity per pack value comes from the calculation "ttOrderItemSearch.qt-por-emb = ITEM.ft-conv-fmcoml / exp(10, ITEM.dec-conv-fmcoml)." CD0903 fields: Coml Family Conf Ft and number of decimal places of the business family conversion factor.
Quantity Available	The available quantity of the item in stock. Important: 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. Check details in the Check Stock Balance field in User Permission Maintenance - CD0821.
Quantity Available in Quotas	The quantity of the item available in the Quota Management module. Important: Displays the quota always available in the order item's measurement unit, not the unit tracked in Quota Management.
Quantity to Allocate	Display the quantity (physical or logical) allocated for the item during the sales order deployment/editing process. Note: If you have to allocate the item before confirming the order, select the field Release Stock without Evaluation found in the Customer Credit Information - CM0102 program, but the final allocation will be made only after the sales order has been confirmed. To allocate items manually, when deploying/editing the order, the user must have permission registered in the User Permission Maintenance - CD0821 program and the parameters of the Sales Order Parameters Maintenance - PD0301 program must be selected: Online, Manual. In this case, you can view the allocated quantity only after manually allocating the items in the sales order header. To allocate items automatically when deploying/editing the order, the parameters of the program Sales Order Parameters Maintenance (PD0301) must be selected as: Online, Automatic. In this case, you can view the allocated quantity after confirming the item.

Adding an Order - Order - Full Item Addition/Editing Screen - Price Group:

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. Important: 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. The valuation is described in Item Valuation Configured by the Configured Value Management Module.
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.

Adding an Order - Order - Full Item Addition/Editing Screen - Tax Data Group:

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. Important: 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.
Tax Classification	Displays the tax classification of the item. See details in the Tax Classification field, Item Maintenance for Invoicing - CD0903. Important: 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. You can edit this information in the order.
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. Important: This field will only be enabled for the user if the item has differentiated IPI.
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. Important: The system must be properly configured to enable you to edit this information. In PD0301, activate the parameter in the General - Goods Destination per Item tab. In CD0821 on the Items - Destination Goods Item tab, it is possible to give the user permission to change or not the Destination Goods by Item field in the purchase order. If the user does not have permission to change but the functionality is active, the information of the destination of the goods will change according to the information of the nature of operation if it is changed in the inclusion of the item, if the nature is not changed in the inclusion of the item it will assume the destination of the header goods.

Adding an Order - Order - Full Item Addition/Editing Screen - Service Information Group:

Field/Action:	Description:
Type of Service	The sales order item service type, which can be: Total. Partial. Partial with canceled balance.
Delivery Location Code	Displays the delivery location for the order in question as defined in the sales order header. This information is editable for the item. Important: In addition to setting the delivery address for the item, this information is used to search for taxes.
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	The current date as the sales order item delivery date, which you can edit. Important: In addition to setting the delivery date of the item, this information is used to search for taxes.
Orig Delivery Dt	Displays the current date as original delivery date of the sales order item.

Adding an Order - Order - Full Item Addition/Editing Screen - Other Information Group:

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. Note: 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. Initially, the business unit that comes from the site's relationship to the sales order item is suggested in this field. When parameterized to use a business unit, this field must be filled in. 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.
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.

Adding an Order - Order - Full Item Addition/Editing Screen - Discount Group:

The discounts shown on this screen refer to the total discounts calculated, searched at the matrix registered in the feature Discount Table Maintenance - CD1558 when the Discounts and Bonuses module is deployed, or in the Price List Maintenance - CD1518 feature when the module is not deployed. Descriptions of Discounts 1 through 5 are assumed as defined in Discounts and Bonuses Parameters - BN0301 and, if this module is not implemented, the descriptions remain as shown on the screen below.

When placing the sales order, when the Discounts and Bonus module is deployed, check the Validate discounts parameter of the discount policy (Discounts and Bonus Parameters - BN0301). If the field is checked, the total percentage of sales order discounts must be validated against the user's maximum % discount field. If the field is not checked, the total % of discounts must be calculated disregarding the discounts of the Discounts and Bonuses module which, in this folder, are: Discount 1, Discount 2, Discount 3, Discount 4, Discount 5, Discount percentage referring to the payment term, discount percentage referring to the controlled period.

Field/Action:	Description:
Period Discount %	Discount percentage for the period. Important: This discount is only available when the Discounts and Bonuses module is deployed and properly parameterized to grant discounts per period.
Term Discount %	Displays the discount percentage by average payment term. Important: This discount is only available when the Discounts and Bonuses module is implemented and properly parameterized to grant discounts per payment term. This discount is set in the payment term CD0404.
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. Important: The field name (example Discount (1)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed.
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. Important: The field name (example Discount (2)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed.
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. Important: The field name (example Discount (3)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301 when the Discounts and Bonuses module is deployed.
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. Important: The field name (example Discount (4)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301
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. Important: The field name (example Discount (5)) is displayed as defined in the feature Discounts and Bonuses Parameter Maintenance - BN0301
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.

Adding an Order - Order - Product Search Tab:

In this tab you can quickly search for items and add multiple items at the same time. Display a product search to quickly add items in the sales order. It has a field for search words, a button to add items to the order, and a grid that displays the search results, in which you can fill in some fields to add items to the order.

Some columns are editable: quantity, measurement unit and entered discount. You can configure the columns found on the grid and add more columns for the item you want to add.

Adding an Order - Order - Product Search Tab - Parameters:

On this screen you can define some rules to use in product searches.

Field/Action:	Description:
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.

Adding an Order - Order - Product Search Tab - Item Stock:

On this screen, you can query products in stock. To open this screen, click the "Qty Available" column icon and the "Quantity Available" field icon of the full item addition screen.

Important:

The available balance displayed in the "Qty Available" column and the "Quantity Available" field uses all the available balance in the system, including external deposits. The information displayed on the Item Inventory screen lists the balances taking into account the settings saved on the Parameters screen.

Field/Action:	Description:
Parameters	In the "Gear" button on the top right-hand corner, you can set parameters for displaying the balance in stock. On this screen, you can set the data displayed in the fields below. The options are: Site Cut-off Date (the current date is default) Deposit Type (Internal, External or All) Deposits (Select Deposits and Clear Deposits) Use QC Deposits Order Qty Available Reduction Order Status (Use Open Orders and Use Partially Fulfilled Orders) Order Parameters (Orders Not Evaluated, Orders Evaluated, Orders Approved, Orders Rejected and Orders Approved in Discount WF)
Item	Display the code and description of the item.
Reference	Display the item reference (when item controlled by reference).
Measurement Unit	Display the measurement unit of the item in stock.
Balance in Stock	List the balance available in stock for the current item.
Allocated Quantity	Display the amount allocated for the item, the value consists of Item Allocation Quantity, and the allocation made on orders (if any).
Security Quantity	Display the quantity of security in stock for the item if any.
Initial Balance	Initial balance as configured, cut-off date entered in parameters. The value consists of: Balance in stock discounting the amounts of Security Quantity and Allocated Quantity, being mindful that the allocated quantity can also be composed of allocation made in the orders.
Show Details	Click this button to display the grid with inventory details, listing the following columns: Sales Order, Production, Reservation, Purchase Order and Available. Next to the Date column, you can further expand and detail the information, and check stock allocations on Orders, Production Order, Reservations and Purchases.

Adding an Order - Order - Header Tab:

This tab displays a form for the user to edit the order header data, with a button to Save the header, which calls the service to save the order, and another to Dismiss Changes, which reloads the order data without saving changes.

You can configure the header fields, which have the same business rules as PD4000.

You can only enable the buttons and fields if the request is available for changes. The fields follow the business rule, being enabled in accordance with the business user register CD0821.

Important:

The fields on this screen are detailed above in the item: Adding an Order - Order Screen - Header:

Adding an Order - Order - Payment Tab:

Use this screen to enter the payment term or to handle the special payment terms. It has a field for selecting the payment term, as well as Add and Delete buttons which are enabled when you select a special payment term, to add or delete an installment from such special payment term.

You can edit the grid when a special payment term is at issue (blank payment term field on the header), or it only displays installments when you select a pre-registered payment term, for reference purposes.

You can only enable the buttons and fields if the request is available for changes. The fields must follow the current business rule, being enabled in accordance with the business user register CD0821.

If the payment term field is not available on the Order Field Settings screen, the user cannot view this tab.

Field/Action:	Description:
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	Installment Due Date. Note: If you choose to enter the validity by due date, this criterion must be followed for the other installments of the order. When opting for a due date, do not enter Paymt Days.
Paymt Days	The number of days until installment due date. Note: If you choose to inform the due date by day of the due date, this criterion must be followed for the other installments of the order. When opting for due date days, do not enter the Due Date.
%Payment	The percentage to be applied to the total order value for payment.
Installment Val	The installment value payable.
Notes	Note.

Adding an Order - Order - Financing Tab:

Use this screen to enter the financing table and select the financing index. It has a field for selecting the financing table, and the average term calculated in accordance with the payment term or the installments of the special payment term.

The grid shows the financing indexes related to the financing table, and shows the column with the adjusted value considering the current order value and the financing index.

Thus, the user can select the best index based on the average term and preview the order value considering each financing index.

When you switch a financing table, the system automatically selects the financing index with the nearest days below the calculated average term.

You can only enable the buttons and fields if the request is available for changes. The fields must follow the current business rule, being enabled in accordance with the business user register CD0821.

If the financing table field is not available on the Order Field Settings screen, the user cannot view this tab.

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. Important: When the price type is the Price Entered, the rate for obtaining the original price is not applied and you must enter it manually. When the payment term is a special term (blank Payment Term field on header), this field displays the default financing table, which you can set in Order Parameter Maintenance - PD0301.
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: If the company does not use price correction in credit sales, leave this field blank. That way, the program will not fix the products prices. When the payment term is a special term (blank Payment Term field on header), this field displays the default index, which you can set in Order Parameter Maintenance - PD0301.
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.

Adding an Order - Order - Further Information Tab - Prepayments:

Use the prepayments screen, as well as the header screen, to enter the dates and values of sales order prepayments. You can edit the data directly and save the prepayment data, or discard any changes made since the last reading of the sales order data.

You can only enable the buttons and fields if the request is available for changes. The fields must follow the current business rule, being enabled in accordance with the business user register CD0821.

You can add up to 6 prepayments.

If the prepayment fields are not available on the Order Field Settings screen, the user cannot view this tab.

Field/Action:	Description:
Has Prepayments	When checked, it defines that the order has prepayments. Important: 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 bill 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 Generation process, Billing Reference Manual.
Prepayment Date	Enter the date of the prepayment.
Prepayment Value	Enter the value of the prepayment.
Notes	Enter a note, if any.

Adding an Order - Order - Further Information Tab - Export:

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.

Important:

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 Process (EX0185) and Export Process Relationships (EX0190).

Important:

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.

If the export fields are not available on the Order Field Settings screen, the user cannot view this tab.

Adding an Order - Order - Further Information Tab - Deliveries:

Use this screen to query and handle order item deliveries of the kind delivery schedule and supply contract. On it, you can view deliveries by item sequence or by delivery date.

You can also change delivery data directly on the grid, using the buttons above it to add a new record of order delivery or to delete a record.

The Add button is only enabled when the grid is showing deliveries by sequence. It associates the new delivery record with the item sequence the record of which is selected, only if you select a sequence.

You cannot edit delivery data if the order kind is Simple.

If delivery fields are not available on the Order Field Settings screen, the user cannot view this tab.

Field/Action:	Description:
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.

Adding an Order - Order - Further Information Tab - Representatives:

Use this screen to query and handle the representatives associated with the items or the sales order.

You can also change delivery data directly on the grid, using the buttons above it to add a new record of order representative or to delete a record of representative from the order or the items.

Adding an Order - Order - Further Information Tab - By Item Tab:

This tab is displayed when the FT0301 program, tab Other, shows parameter "By item since Order/Invoice deployment?" as selected in Commission Calculation.

With this active role, the user can analyze and understand the calculation of Commissions to be paid to representatives since the time of order deployment, not only after integrating invoices in Accounts receivable.

The system uses the Commission Register PD0509 since the Order is typed. The Commission Register allows setting differentiated commission percentage parameters for a particular Region, Representative, Payment Term, Sales Channel, Family, Customer Group, Business Family, Item and Reference.

Display a grid with the following columns: Sequence, Item, Reference Description, Net Price, Requested Qty, MU and Total Value. For each item, you can expand and view the commission information by item, as described below.

Field/Action:	Description:
Representative	The code of the sales order representative.
Commission Base Val	Value used for commission calculations. Important: Use the formula set in parameters of the Representative Register CD0708. You need to calculate the order to get this value.
Commission %	The commission percentage of the representative. You can change the percentage. Important: You may change this percentage. After changing it, you need to calculate the order for changes to go into effect.
Issuance Commission Value	Commission value using "Commission Base Val and Commission %".
Issuance Commission %	The percentage of the commission to be credited to the sales order representative at the time of issuing the bills resulting from the sale. Example: If, for a representative, 10% commission on sales was specified, and if the percentage of commission to be credited on the issue was 50%, the representative's effective right at that time corresponds to 5% on the bill's value (i.e.: 10% * 50% = 5%). The remaining 50% commission will be credited upon payment of the bill. Assuming that, on a BRL 10,000.00 invoice the calculation base of which is BRL 9,400.00, the commission percentage 1%, and the commission on issue is 45%, the representative is entitled to a total commission of BRL 94.00. On issue, the representative will receive 45% of this amount, that is, BRL 42.30. Important: You may change this percentage. After changing it, you need to calculate the order for changes to go into effect.
Issuance Commission Value	Commission value in issue considering "Issuance Commission Value and Issuance Commission %".

Adding an Order - Order - Further Information Tab - Representatives - Order Tab:

This tab is displayed when, in the FT0301 program, tab Other, the parameter "By item since Order/Invoice deployment?" is selected in Commission Calculation.

When this parameter is not checked, the grid is loaded with data on the representative only.

Field/Action:	Description:
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	Value used for commission calculations. Important: Use the formula set in parameters of the Representative Register CD0708. You need to calculate the order to get this value.
Commission %	The commission percentage of the representative. You can change the percentage. Important: You may change this percentage. After changing it, you need to calculate the order for changes to go into effect.
Commission Value	Commission value using "Commission Base Val and Commission %".
Issuance Commission %	The percentage of the commission to be credited to the sales order representative at the time of issuing the bills resulting from the sale. Example: If, for a representative, 10% commission on sales was specified, and if the percentage of commission to be credited on the issue was 50%, the representative's effective right at that time corresponds to 5% on the bill's value (i.e.: 10% * 50% = 5%). The remaining 50% commission will be credited upon payment of the bill. Assuming that, on a BRL 10,000.00 invoice the calculation base of which is BRL 9,400.00, the commission percentage 1%, and the commission on issue is 45%, the representative is entitled to a total commission of BRL 94.00. On issue, the representative will receive 45% of this amount, that is, BRL 42.30. Important: You may change this percentage. After changing it, you need to calculate the order for changes to go into effect.
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.

Adding an Order - Order - Further Information Tab - Allocation:

On this screen, the user can view and handle the allocations of order items. This tab only appears when the order is set to require allocation. In PD0301, it must be set for physical and manual allocation.

The grid has 3 query levels. Each item of the order on this grid has a detail that shows another grid with all the locations where the item has balance in stock available. In the Allocated Qty column, the user enters how many units of the item to allocate in the corresponding deposit.

Above the Allocations grid, there is a field for quick searches of warehouses, with a check-box to show only warehouses with allocations, a button to save changes, a button to discard changes and update warehouse balances, and a button to clear all allocations.

Important:

When not configured for physical and manual allocation, it displays the following information onscreen:

Manual physical allocation not available, check:

Order parameters with physical, online and manual allocation PD0301.
Order parameters allow physical allocation of orders with delivery schedule PD0301.
Issuer allows stock release before credit assessment CM0102.
User has permission to make physical allocation in the order CD0821.

After expanding the query levels, the grid displays the following information:

Field/Action:	Description:
Search Warehouses	Quick warehouse search. You can search for a specific warehouse to allocate more easily.
Only warehouses with allocation	Mark this check-box to display only warehouses with allocation. If no allocation exists, the grid is empty.
Save	Activate this to save any changes.
Update	Activate this to update warehouse balances on the grid.
Reset Allocated Qty	Activate this to set saved allocations to zero.
Available Qty	Quantity available in warehouses when loading or updating the grid (Update button).
Allocated Qty	Quantity allocated in the corresponding warehouse.

Related Content:

Árvore de páginas

Sales Orders Register - PD4000 HTML

Sales Orders Register - mpd.html.pd4000

Program Overview