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 on the Sales Order User Preferences form. If this date does not fall on an active delivery day, and the option to Validate delivery dates is selected on the Sales Orders Module Control form, 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:

If a specific customer address is selected, if active days are not defined, or the current header delivery date does not fall on an active day for that address, Greentree Desktop displays a warning message.
Click Yes to update the delivery date to the next active day or No to retain the default delivery address.
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 and address combination, Greentree Desktop displays a warning message.

Note: Changes to header delivery dates are updated to the sales order lines, if the line has a quantity outstanding to invoice, and the line delivery date equals the original header delivery date.

SO Entry - Delivery Details

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

Run List

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

The list displays sales orders with outstanding quantities that have not 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.