gtSOSalesOrder

This function records the header data needed for a Sales Order. Each Sales Order is uploaded to Greentree Desktop as a complete transaction set. The Sales Order document either uploads in its entirety or nothing of the document is loaded into Greentree Desktop.

The unique identifier returned by the function call is structured as SOORD-nnn if nnn is a sequential number that is unique for the current Excel session. This number links the gtSOSalesOrderGLLine, gtSOSalesOrderNSLine, gtSOSalesOrderINLine and gtSOSalesOrderAddress functions with the sales order header. This number is not updated to or passed through to Greentree.

Company

The company code that the order is created in.

Customer

The customer's code in Greentree Desktop.

Reference

A user defined reference to this order.

Branch

Branch code for this sales order header.

DocumentDate

The document date for the order.

DeliveryDate

The delivery date for this sales order header.

SalesPerson

A valid sales person code must be supplied.

CustOrderNo

The customer's order number. May be required.

DiscountPercentage

The discount percentage for this sales order header.

Location

The sales order header location.

OrderType

The order type for this sales order header.

CurrencyRate

The exchange rate for foreign currency transactions. Defaults to 1.00.

IsCurrencyRateMultiply

Defaults to True. If true the currency rate above is a multiply rate rather than a divide rate.

CurrencyCode

The currency code. Only required for foreign currency transactions.

StandardText

Narration for the sales order header.

IsForwardOrder

Defaults to False. If true then this is a forward order.

DropSequence

The drop sequence for this sales order header.

RunNo

The run number for this order.

LinesEnteredBy

This determines in the order in which Sales Order lines are imported into Greentree Desktop. It is assumed that the lines items have been entered in the Excel Worksheet in the sequence of the code selected, starting with the lowest column. Valid codes are:

Column - the lines are sorted by column before being imported into Greentree
Row - the lines are sorted by row before being imported into Greentree

If this is left unspecified, the lines are imported in the sequence set by Excel.

Returns

Unique identifier - to be used to link the document header with its inventory lines
Error - if an error is encountered

Example

gtSOSalesOrder(01,100010,500044,01,20/03/00,,AB,54554,,A01,,,,)

Errors Returned

Must have a Company Identifier
Must have a Customer Code
Must have a Reference
Must have a Branch Identifier
Must have a Document Date
Invalid currency rate, must be a number or omitted
Invalid discount percentage, must be a number or omitted
Invalid IsForwardOrder, must be True, False or omitted
Invalid IsCurrencyRateMultiply, must be True, False or omitted
Invalid LinesEnteredBy, must be Row, Column or omitted