Entering a Sales Order - Date Card
- Date
- Paste Special
- Current Date
- The date the Order was placed: the current date according to the computer's clock is entered as a default.
- Planned Del.
- Paste Special
Current Date
- The date on which the Order is scheduled to ship. The format of this field is determined by the Planned Delivery setting. Available options are free text, date, week number or year-week (4 characters).
- Using the options on the 'Delivery' card of each Customer record, you can choose to have the Delivery Date of the Deliveries created from this Order default to the current date or to this Planned Delivery Date. If you use the latter option, this field must use the Date format, set in the Planned Delivery setting.
- A separate Planned Delivery Date can also be specified for any of the Order rows (on flip E). However, these dates cannot be used to determine the Delivery Date of Deliveries created from the Order in the manner described in the previous paragraph.
- If you would like to prevent Deliveries from being created before the Planned Delivery Date (either here or on flip E), check the No Deliveries before Planned Date box in the Planned Delivery setting.
- Some businesses operate on the 'Just In Time' principle whereby Purchase Orders for Items on Sales Orders are raised as late as possible, so that the goods arrive just before they are scheduled for delivery to the Customer. The 'Create Planned Records' Maintenance function can be used to create Purchase Orders for Items on Sales Orders based on their Planned Delivery Dates and the lead times of the Items in question. In this case, if a Planned Delivery Date is specified for any of the Order rows, that will be used in place of the one specified here. Again, this field must use the Date format, set in the Planned Delivery setting, if you wish to use this feature.
- Desp. Date
- Record here the date the Order was delivered. This field is not updated automatically when a Delivery is issued from the Order. However, if the Copy Order Date to Despatch Date option in the Order Settings setting is on, the current date will appear here when the Order is first created, and this date will change whenever the Order Date is changed.
- Pay. Term
- Paste Special
Payment Terms setting, Sales/Purchase Ledger
- Default taken from Customer
- Payment Terms entered here will be transferred to any Invoices raised from the Order. In addition simply to ensuring that the correct Payment Terms appear on Invoices (in the Language of the Customer if necessary), entering basic Payment Terms records using the Sales Ledger setting can enable a system of early settlement discounts to be established.
- Salesman
- Paste Special
Person register, System module
- Default taken from Customer
- The Salesman responsible for the Order should be registered here: there are many reports in the Sales Orders and Sales Ledger modules which can be broken down by Salesman. It is also possible to assign commission on Items sold, using the Bonus setting in the Sales Ledger, the Bonus % field on the 'Pricing' card of the Item screen or the Bonus field on the 'Bonus' card of the Person screen.
- This field is also used by the Limited Access module: please refer to the description of the Sales Group field (on the 'Del Terms' card) for details.
- Despatch Time
- Paste Special
Current Time
- Record here the time the Order was delivered. This field is not updated automatically when a Delivery is issued from the Order.
- Our Ref.
- Use this field if you need to identify the Order by means other than the Order Number. A default will be taken from the Our Ref field on the 'Ser Nos' card of the Person record of the current user. References entered will appear on any Invoices created from the Order.
- Attn.
- Paste Special
Contact Person register, CRM module (if present)
- Default taken from Customer
- Record here the person for whose attention any Deliveries made from this Order are to be marked. If the CRM module is installed, 'Paste Special' will list the Contact Persons of the Customer.
- Object
- Paste Special
Object register, Nominal Ledger/System module
- Up to 20 Objects, separated by commas, can be assigned to this Order. You might define separate Objects to represent different departments, cost centres or product types. This provides a flexible method of analysis that can be used in Nominal Ledger reports.
- In any Nominal Ledger Transactions generated from Invoices raised from this Order, any Objects specified here will be assigned to the credit posting to the Sales Account(s), the debit posting to the Cost Account (if cost accounting is being used), and the debit posting to the Debtor Account (if the Objects on Debtor Account option in the Account Usage S/L setting is being used).
- The Objects specified here are also transferred to any Deliveries issued from this Order and will be assigned to the debit posting in any Nominal Ledger Transactions generated from those Deliveries.
- Any Objects specified for the Customer will be copied here as a default, as will any Objects specified in the Person record for the current user.
- Cust Ord. No.
- Record the Customer's Purchase Order Number here. It will be printed on all documentation associated with the Order.
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