Process the Sales Order: Difference between revisions

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== 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]]

Revision as of 17:32, 21 April 2026


Processing the SO Documents

  1. In the table (Fig 1), click on the Order ID to process the corresponding document.
  2. Depending on the type of Sales Order (SO), the system behaves as follows:
    1. New Sales Order
      1. A new Sales Order entry screen will be opened.
      2. A modal (small pop-up window) containing the SO information will also be displayed.
      3. 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.
      4. Click the Place Order button to confirm and create the SO in the system.
    1. SO Change
      1. The existing Sales Order will be retrieved for amendment.
      2. A modal (small pop-up window) containing the SO information will also be displayed.
      3. The user may modify delivery dates, item quantities, and prices as required.
      4. Note: Delivered quantities cannot be changed.
    1. SO Cancellation
      1. The original Sales Order will be retrieved.
      2. If the cancellation request is accepted, click 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.
    1. SO Balance
      1. This document represents the remaining balance quantity of a previously issued Sales Order.
      2. It is typically sent by the buyer after partial deliveries have been made.
      3. The system will retrieve the original Sales Order together with the current outstanding balance.
      4. The user can compare the system's outstanding balance with the latest information provided by the customer.
      5. The user should review the remaining quantities carefully.
      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 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.
Fig 1.

Go to next topic: Sending of Customer Purchase Order Status

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