SO Creation

We will learn how to create a sales order

SO creation

Introduction

Sales Order Workbench

Navigate to:    Order Management > Orders, Returns > Sales Orders

Header Information

 

Within the Main Tab region of the Order Information, Sales Order Entry screen, use the List of Values to enter the following:

Customer:                           Enter Customer Name (Customer Number will default in). 

                                                                                                or

Customer Number:          Enter Customer Number and the Customer Name will default in.

Order Type:                         Select the appropriate Order Type.  Order Type determines the order workflow, accounting rules, and other characteristics of the order.

RMA Credit Only Order DSA – For Returns only.

Standard Order DSA – Encompass standard order to dispatch processes.


Click the OK button.

Customer PO:                    Free text. Enter the Customer Purchase Order Number (Order Reference of your choice).  Oracle will give you a warning if the Customer Purchase Order Number has been previously used, but it will not prevent you from using a duplicate Customer PO Number. Value is mandatory.

Your heading text goes here

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Your heading text goes here

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Line Information

 Click into the first line noting that the Line Number defaults (1.1).

Ordered Item:  Enter manually or use the Zoom icon to find the item via its attributes.

yes or not?

1 or 2?

Y or X?

  • Y
  • X