Process the Sales Order - Revision history

Khkoh: /* Processing the SO Documents */

2026-04-21T09:35:14Z

Processing the SO Documents

← Older revision		Revision as of 17:35, 21 April 2026
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	# Depending on the type of Sales Order (SO), the system behaves as follows:		# Depending on the type of Sales Order (SO), the system behaves as follows:

	## '''New Sales Order'''		# '''New Sales Order'''
	### A new Sales Order entry screen will be opened.		## A new Sales Order entry screen will be opened.
	### A modal (small pop-up window) containing the SO information will also be displayed.		## A modal (small pop-up window) containing the SO information will also be displayed.
	### The user can populate the Sales Order based on the data extracted from the received order. The details may be reviewed and amended before confirmation.		## The user can populate the Sales Order based on the data extracted from the received order. The details may be reviewed and amended before confirmation.
	### Click the '''Place Order''' button to confirm and create the SO in the system.		## Click the '''Place Order''' button to confirm and create the SO in the system.
			# '''SO Change'''
	## '''SO Change'''		## The existing Sales Order will be retrieved for amendment.
	### The existing Sales Order will be retrieved for amendment.		## A modal (small pop-up window) containing the SO information will also be displayed.
	### A modal (small pop-up window) containing the SO information will also be displayed.		## The user may modify delivery dates, item quantities, and prices as required.
	### The user may modify delivery dates, item quantities, and prices as required.		## '''Note:''' Delivered quantities cannot be changed.
	### '''Note:''' Delivered quantities cannot be changed.		# '''SO Cancellation'''
			## The original Sales Order will be retrieved.
	## '''SO Cancellation'''		## If the cancellation request is accepted, click the '''Cancel Order''' button.
	### The original Sales Order will be retrieved.		## '''Note:''' Only the remaining (undelivered) balance quantity can be cancelled.
	### If the cancellation request is accepted, click the '''Cancel Order''' button.		## Once the cancellation is successfully processed, the SO will be considered closed.
	### '''Note:''' Only the remaining (undelivered) balance quantity can be cancelled.		# '''SO Balance'''
	### Once the cancellation is successfully processed, the SO will be considered closed.		## This document represents the remaining balance quantity of a previously issued Sales Order.
			## It is typically sent by the buyer after partial deliveries have been made.
	## '''SO Balance'''		## The system will retrieve the original Sales Order together with the current outstanding balance.
	### This document represents the remaining balance quantity of a previously issued Sales Order.		## The user can compare the system's outstanding balance with the latest information provided by the customer.
	### It is typically sent by the buyer after partial deliveries have been made.		## The user should review the remaining quantities carefully.
	### The system will retrieve the original Sales Order together with the current outstanding balance.		## Once confirmed, the updated balance will be used for subsequent deliveries and invoicing.
	### The user can compare the system's outstanding balance with the latest information provided by the customer.		## '''Note:''' The SO Balance document does not create a new Sales Order. It is used only for comparison with an existing Sales Order. The maximum quantity that can be invoiced will be capped based on the Order Balance received.
	### The user should review the remaining quantities carefully.
	### Once confirmed, the updated balance will be used for subsequent deliveries and invoicing.
	### '''Note:''' The SO Balance document does not create a new Sales Order. It is used only for comparison with an existing Sales Order. The maximum quantity that can be invoiced will be capped based on the Order Balance received.

	[[File:Incoming PO or Sales Order.png\|none\|thumb\|800x800px\|Fig 1.]]		[[File:Incoming PO or Sales Order.png\|none\|thumb\|800x800px\|Fig 1.]]
	Go to next topic: [[Sending of Customer Purchase Order Status]]		Go to next topic: [[Sending of Customer Purchase Order Status]]

Khkoh: /* Processing the SO Documents */

2026-04-21T09:32:43Z

Processing the SO Documents

Khkoh: /* Processing the SO Documents */

2026-04-21T09:18:29Z

Processing the SO Documents

← Older revision		Revision as of 17:18, 21 April 2026
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	== Processing the SO Documents ==		== Processing the SO Documents ==
	# On the table, Click on the order ID to process the corresponding document.		# On the table (Fig 1), Click on the order ID to process the corresponding document.
	# Depending on the type of SO, the system will behave as follows:		# Depending on the type of SO, the system will behave as follows:
	## '''New Sales Order'''		## '''New Sales Order'''
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	### Once confirmed, the updated balance will be used for subsequent deliveries and invoicing.		### Once confirmed, the updated balance will be used for subsequent deliveries and invoicing.
	### '''Note:''' The SO Balance document does not create a new SO. It is only used for comparing an existing Sales Order. The maximum quantity which can be invoiced will be capped based on the Order Balance received.		### '''Note:''' The SO Balance document does not create a new SO. It is only used for comparing an existing Sales Order. The maximum quantity which can be invoiced will be capped based on the Order Balance received.
	[[File:Incoming PO or Sales Order.png\|none\|thumb\|800x800px]]		[[File:Incoming PO or Sales Order.png\|none\|thumb\|800x800px\|Fig 1.]]
	Go to next topic: [[Sending of Customer Purchase Order Status]]		Go to next topic: [[Sending of Customer Purchase Order Status]]

Khkoh: /* Processing the SO Documents */

2026-04-21T09:17:52Z

Processing the SO Documents

← Older revision		Revision as of 17:17, 21 April 2026
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	== Processing the SO Documents ==		== Processing the SO Documents ==
	# On ~~the extreme right of~~ the table, ~~a pencil icon is displayed for each record.~~ Click on ~~this icon~~ to process the corresponding document.		# On the table, Click on the order ID to process the corresponding document.
	# Depending on the type of SO, the system will behave as follows:		# Depending on the type of SO, the system will behave as follows:
	## '''New Sales Order'''		## '''New Sales Order'''
	### A new Sales Order entry screen will be opened.		### A new Sales Order entry screen will be opened.
	### ~~Customer information~~, ~~Business Unit~~ (BU)~~, delivery dates, and item~~ details ~~will be automatically populated~~.		### Along with the entry screen, there will be a modal (small pop-up windows) which contains the SO information details.
	### The user may amend the details if required.		### The user can based on the data extracted from the order received and populate the sales order data. Before it is comfirmed, the user may amend the details if required.
	### Click on the '''Place Order''' button to confirm and create the SO in the system.		### Click on the '''Place Order''' button to confirm and create the SO in the system.
	## '''SO Change'''		## '''SO Change'''
	### The existing Sales Order will be retrieved for amendment.		### The existing Sales Order will be retrieved for amendment.
			### Along with the data entry screen, there will be a modal (small pop-up windows) which contains the SO information details.
	### The user may modify delivery dates, item quantities, and prices as required.		### The user may modify delivery dates, item quantities, and prices as required.
	### '''Note:''' Delivered quantities cannot be changed.		### '''Note:''' Delivered quantities cannot be changed.
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	### The original Sales Order will be retrieved.		### The original Sales Order will be retrieved.
	### If the cancellation request is accepted, click on the '''Cancel Order''' button.		### If the cancellation request is accepted, click on the '''Cancel Order''' button.
	### '''Note:''' Only the remaining (undelivered) balance quantity can be cancelled.		### '''Note:''' Only the remaining (undelivered) balance quantity can be cancelled.
	### Once the cancellation is successfully processed, the SO will be considered closed.		### Once the cancellation is successfully processed, the SO will be considered closed.
	## '''SO Balance'''		## '''SO Balance'''
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	### The user should review the remaining quantities carefully as necessary.		### The user should review the remaining quantities carefully as necessary.
	### Once confirmed, the updated balance will be used for subsequent deliveries and invoicing.		### Once confirmed, the updated balance will be used for subsequent deliveries and invoicing.
	### '''Note:''' The SO Balance document does not create a new SO. It is only used for comparing an existing Sales Order.		### '''Note:''' The SO Balance document does not create a new SO. It is only used for comparing an existing Sales Order. The maximum quantity which can be invoiced will be capped based on the Order Balance received.
			[[File:Incoming PO or Sales Order.png\|none\|thumb\|800x800px]]
	Go to next topic: [[Sending of Customer Purchase Order Status]]		Go to next topic: [[Sending of Customer Purchase Order Status]]

Khkoh: /* Processing the SO Documents */

2025-12-14T08:04:30Z

Processing the SO Documents

← Older revision		Revision as of 16:04, 14 December 2025
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	### '''Note:''' The SO Balance document does not create a new SO. It is only used for comparing an existing Sales Order.		### '''Note:''' The SO Balance document does not create a new SO. It is only used for comparing an existing Sales Order.

			Go to next topic: [[Sending of Customer Purchase Order Status]]
	Go to ~~the~~ next ~~related page~~: [[Sending of Customer Purchase Order Status]]

Khkoh: /* Processing the SO Documents */

2025-12-03T09:26:21Z

Processing the SO Documents

← Older revision		Revision as of 17:26, 3 December 2025
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	__FORCETOC__		__FORCETOC__

	=== Processing the SO Documents ===		== Processing the SO Documents ==

	# On the extreme right of the table, a pencil icon is displayed for each record. Click on this icon to process the corresponding document.		# On the extreme right of the table, a pencil icon is displayed for each record. Click on this icon to process the corresponding document.
	# Depending on the type of SO, the system will behave as follows:		# Depending on the type of SO, the system will behave as follows:

Khkoh: Created page with "FORCETOC === Processing the SO Documents === # On the extreme right of the table, a pencil icon is displayed for each record. Click on this icon to process the corresponding document. # Depending on the type of SO, the system will behave as follows: ## '''New Sales Order''' ### A new Sales Order entry screen will be opened. ### Customer information, Business Unit (BU), delivery dates, and item details will be automatically populated. ### The user may amend the deta..."

2025-12-03T09:26:01Z

Created page with "__FORCETOC__ === Processing the SO Documents === # On the extreme right of the table, a pencil icon is displayed for each record. Click on this icon to process the corresponding document. # Depending on the type of SO, the system will behave as follows: ## '''New Sales Order''' ### A new Sales Order entry screen will be opened. ### Customer information, Business Unit (BU), delivery dates, and item details will be automatically populated. ### The user may amend the deta..."

New page

__FORCETOC__

=== Processing the SO Documents ===

# On the extreme right of the table, a pencil icon is displayed for each record. Click on this icon to process the corresponding document.
# Depending on the type of SO, the system will behave as follows:
## '''New Sales Order'''
### A new Sales Order entry screen will be opened.
### Customer information, Business Unit (BU), delivery dates, and item details will be automatically populated.
### The user may amend the details if required.
### Click on the '''Place Order''' button to confirm and create the SO in the system.
## '''SO Change'''
### The existing Sales Order will be retrieved for amendment.
### The user may modify delivery dates, item quantities, and prices as required.
### '''Note:''' Delivered quantities cannot be changed.
## '''SO Cancellation'''
### The original Sales Order will be retrieved.
### If the cancellation request is accepted, click on the '''Cancel Order''' button.
### '''Note:''' Only the remaining (undelivered) balance quantity can be cancelled.
### Once the cancellation is successfully processed, the SO will be considered closed.
## '''SO Balance'''
### This document represents the remaining balance quantity of a previously issued Sales Order.
### It is normally sent by the buyer after partial deliveries have already taken place.
### The system will retrieve the original Sales Order together with the current outstanding balance.
### The user can compare the current outstanding balance in the system with the latest information provided by the customer.
### The user should review the remaining quantities carefully as necessary.
### Once confirmed, the updated balance will be used for subsequent deliveries and invoicing.
### '''Note:''' The SO Balance document does not create a new SO. It is only used for comparing an existing Sales Order.

Go to the next related page: [[Sending of Customer Purchase Order Status]]

← Older revision		Revision as of 17:32, 21 April 2026
Line 2:		Line 2:

	== Processing the SO Documents ==		== Processing the SO Documents ==
	# On the table (Fig 1), ~~Click~~ on the ~~order~~ ID to process the corresponding document.		# In the table (Fig 1), click on the Order ID to process the corresponding document.
	# Depending on the type of SO, the system ~~will behave~~ as follows:		# Depending on the type of Sales Order (SO), the system behaves as follows:

	## '''New Sales Order'''		## '''New Sales Order'''
	### A new Sales Order entry screen will be opened.		### A new Sales Order entry screen will be opened.
	### ~~Along with the entry screen, there will be a~~ modal (small pop-up ~~windows~~) ~~which contains~~ the SO information ~~details~~.		### A modal (small pop-up window) containing the SO information will also be displayed.
	### The user can based on the data extracted from the ~~order~~ received ~~and populate the sales~~ order ~~data~~. ~~Before it is comfirmed, the user~~ may ~~amend the details if required~~.		### The user can populate the Sales Order based on the data extracted from the received order. The details may be reviewed and amended before confirmation.
	### Click on the '''Place Order''' button to confirm and create the SO in the system.		### Click the '''Place Order''' button to confirm and create the SO in the system.

	## '''SO Change'''		## '''SO Change'''
	### The existing Sales Order will be retrieved for amendment.		### The existing Sales Order will be retrieved for amendment.
	### ~~Along with the data entry screen, there will be a~~ modal (small pop-up ~~windows~~) ~~which contains~~ the SO information ~~details~~.		### A modal (small pop-up window) containing the SO information will also be displayed.
	### The user may modify delivery dates, item quantities, and prices as required.		### The user may modify delivery dates, item quantities, and prices as required.
	### '''Note:''' Delivered quantities cannot be changed.		### '''Note:''' Delivered quantities cannot be changed.

	## '''SO Cancellation'''		## '''SO Cancellation'''
	### The original Sales Order will be retrieved.		### The original Sales Order will be retrieved.
	### If the cancellation request is accepted, click on the '''Cancel Order''' button.		### If the cancellation request is accepted, click the '''Cancel Order''' button.
	### '''Note:''' Only the remaining (undelivered) balance quantity can be cancelled.		### '''Note:''' Only the remaining (undelivered) balance quantity can be cancelled.
	### Once the cancellation is successfully processed, the SO will be considered closed.		### Once the cancellation is successfully processed, the SO will be considered closed.

	## '''SO Balance'''		## '''SO Balance'''
	### This document represents the remaining balance quantity of a previously issued Sales Order.		### This document represents the remaining balance quantity of a previously issued Sales Order.
	### It is ~~normally~~ sent by the buyer after partial deliveries have ~~already taken place~~.		### It is typically sent by the buyer after partial deliveries have been made.
	### The system will retrieve the original Sales Order together with the current outstanding balance.		### The system will retrieve the original Sales Order together with the current outstanding balance.
	### The user can compare the ~~current~~ outstanding balance ~~in the system~~ with the latest information provided by the customer.		### The user can compare the system's outstanding balance with the latest information provided by the customer.
	### The user should review the remaining quantities carefully ~~as necessary~~.		### The user should review the remaining quantities carefully.
	### Once confirmed, the updated balance will be used for subsequent deliveries and invoicing.		### Once confirmed, the updated balance will be used for subsequent deliveries and invoicing.
	### '''Note:''' The SO Balance document does not create a new SO. It is only ~~used~~ for ~~comparing~~ an existing Sales Order. The maximum quantity ~~which~~ can be invoiced will be capped based on the Order Balance received.		### '''Note:''' The SO Balance document does not create a new Sales Order. It is used only for comparison with an existing Sales Order. The maximum quantity that can be invoiced will be capped based on the Order Balance received.

	[[File:Incoming PO or Sales Order.png\|none\|thumb\|800x800px\|Fig 1.]]		[[File:Incoming PO or Sales Order.png\|none\|thumb\|800x800px\|Fig 1.]]
	Go to next topic: [[Sending of Customer Purchase Order Status]]		Go to next topic: [[Sending of Customer Purchase Order Status]]