Sales Order Programs

Sales Order Entry

You don't need to enter dimension details when entering the order, except when the item is both serial/lot controlled and dimension controlled, and the Sales Orders Module Control option Serial/lot numbers required at SO Entry is selected.

Where dimension details are assigned to sales order lines, you can view them by clicking the Dimensions button on the SO Line Item tab while on the dimension-controlled item line.

SO Release Backorders

If there is a backorder quantity for an inventory line for a dimension controlled item, you can release it using the SO Backorder Release form. You don't need to enter dimension details when backorders are released, except when the item is both serial/lot controlled and dimension controlled, and the Sales Orders Module Control option Serial/lot numbers required at SO Entry is selected.

SO Packing Slip Maintenance

If dimension details have been entered for a sales order line, they can be viewed or edited by clicking the Dimensions button on the PS Line Item tab while on the dimension-controlled item line.

If dimension details have not been entered, you can enter them. This is not mandatory, except when you want to generate or print an invoice directly from this form.

SO Generate Invoices

If dimension details have not been entered for a sales order or packing slip line, you must enter then before Greentree can generate.

If you try to generate an invoice where dimension details have not been entered, you are prompted to enter details using the Packing Slip Maintenance form before generating the invoice.

If packing slips are not in use, Greentree forces mandatory entry during sales order entry.

SO and PS Line Quantity Edits

If the quantity committed for a line is affected by a line edit (for example, edit or cancel line quantity, edit backorder quantity, edit quantity supplied) you must re-enter or re-confirm dimension details so Greentree can re-validate the sum of dimensions against the updated line quantities.

Reports

Reports for sales order processes update to print dimension details.

• SO Packing Slip
• AR Invoice