Sales Order Entry

Learn how the Delivery Run & Drop Sequence function works with Sales Order Entry.

Default Header Delivery Date

When the SO Entry form is first loaded, the header Delivery Date defaults to today's date plus the Default delivery date to today plus days, defined in Sales Order User Preferences. If this date does not fall on an active delivery day, and the option to Validate delivery dates is selected in Sales Orders Module Control, the delivery date defaults to the next valid active delivery date. Otherwise, the delivery date is the default, even if the date falls on a non-active day.

You can update default delivery dates:

1. If a specific customer address is selected, where active days are not defined, or the current header delivery date does not fall on an active day for that address, Greentree displays a warning message.

   Click Yes to update the delivery date to the next active day or No to retain the default delivery address.

2. If you change the sales order header (or line) delivery address, and the result is that the day does not fall on an active delivery day for the customer/address combination, you will be prompted with a warning message (as above).

SO Entry - Delivery Details

The Run Number and Drop Sequence of the customer/address/delivery date (header) combination display on this form. If the delivery date is not an active day for the customer/address combination, the Run Number defaults to zero.

Run List

Click this button to view a list of all the orders that are currently assigned to the same run as the selected customer/address, for delivery on the same day. The drop sequence of the orders, using the customer's address, is also displayed for reference.

The list displays sales orders with outstanding quantities that have not yet been generated into packing slips or invoiced.

You can determine which orders have progressed through to packing slip generation by the Reference number displayed in the table.