To Create a Sales Order

  1. Open the Sales Orders (SO301000) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. Click Add New Record on the form toolbar and in the Summary area, do the following:
    1. Select SO (Sales Order) as the order type.
    2. Select the customer in the Customer box.
    3. Check the date of the order in the Date box.
    4. In the Requested On box, specify the date when the customer wants to receive the order.
    5. In the Description box, provide a brief description for this sales order.
  3. On the Shipping tab, do the following:
    1. Check the date when the shipment of this order is scheduled in the Sched. Shipment box. By default, it is the Requested On date minus the lead days for this customer.
    2. Review the default shipping rule used for this customer in the Shipping Rule box. If needed, select another rule.
  4. On the Details tab, perform the following steps to add one item or multiple items to the sales order:
    1. Click Add Items on the table toolbar. The Inventory Lookup dialog box appears with a list of active stock items.
    2. In the line or lines with the items that you want to add, in the Qty. Selected column, specify the requested quantity of the items (measured in the default unit of measure shown in the UOM column). Notice the item availability data (which appears in the columns to the right) for the selected warehouse, and make sure that the specified quantity is available in the selected warehouse for each item to be added to the sales order.
    3. Click the Add & Close button at the bottom of the dialog box.
    4. In the added line or lines, do the following:
      1. Review the shipping rule in the Shipping Rule column. If needed, select another rule for particular item.
      2. Review the date in the Requested On column. By default, it is the Requested On date specified for the order. If needed, change the date for this item and if it complies with the line's shipping rule.
      3. Review the date in the Ship On column. By default, it is the Sched. Shipment date. Change the date for this item if needed.
  5. If needed, allocate specific items for this sales order.
  6. If needed, specify lot or serial numbers for specific items for this sales order.
  7. Click Save on the form toolbar to save the created order.