Process the Sales Order

Processing the SO Documents

1. On the extreme right of the table, a pencil icon is displayed for each record. Click on this icon to process the corresponding document.
2. Depending on the type of SO, the system will behave as follows:
   1. New Sales Order
      1. A new Sales Order entry screen will be opened.
      2. Customer information, Business Unit (BU), delivery dates, and item details will be automatically populated.
      3. The user may amend the details if required.
      4. Click on the Place Order button to confirm and create the SO in the system.
   2. SO Change
      1. The existing Sales Order will be retrieved for amendment.
      2. The user may modify delivery dates, item quantities, and prices as required.
      3. Note: Delivered quantities cannot be changed.
   3. SO Cancellation
      1. The original Sales Order will be retrieved.
      2. If the cancellation request is accepted, click on the Cancel Order button.
      3. Note: Only the remaining (undelivered) balance quantity can be cancelled.
      4. Once the cancellation is successfully processed, the SO will be considered closed.
   4. SO Balance
      1. This document represents the remaining balance quantity of a previously issued Sales Order.
      2. It is normally sent by the buyer after partial deliveries have already taken place.
      3. The system will retrieve the original Sales Order together with the current outstanding balance.
      4. The user can compare the current outstanding balance in the system with the latest information provided by the customer.
      5. The user should review the remaining quantities carefully as necessary.
      6. Once confirmed, the updated balance will be used for subsequent deliveries and invoicing.
      7. 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