Sales
Order/Invoice - Launch
Program/Screen: SAPOET/SAPOET1001
Description:
Use this screen to launch the Sales Order/Invoice program where you can enter a sales orders for parts and merchandise. At the end of the entry/update process, you can select whether to invoice the customer immediately, or just create a sales order for which the customer will be invoiced at a later date.
The order quantity entered for an item on a sales order is not removed from that item's available quantity on hand until the order is converted to an invoice; however, those quantities are added to the item's reserved quantity bucket. You can set control record SAPOE5 to allow you to create a customer back order for items entered on the sales order that do not have a sufficient quantity on hand.
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Navigation
Access this program from the Operations menu. If your system is set up to require a user name and password to use this program, enter that information first.
Enter either the customer number or name (for charge account customers) or the driver's license state and number (for cash customers) for the sales order. The order date and time default to today's date and time, but you can change them.
If you are creating a sales order for a charge customer who requires a job number for all transactions, the next screen in the sequence is the Job Selection screen. If you are creating a sales order for a cash customer, the next screen in the sequence is the Customer Information screen. If you enter an existing cash customer, their identifying information displays on the screen. If you enter a new cash customer, you are prompted to enter their identifying information.
Unique Sales Order/Invoice Maintenance/Credit Memo Screens
Sales Order Maintenance - Launch
Sales Order/Invoice - Launch
Sales Order/Invoice Maintenance - Customer Information
Sales Credit Memo - Customer Information
Additional Customer Information
Sales Order/Invoice Maintenance/Credit Memo - Item Information
Sales Order/Invoice Maintenance/Credit Memo Review
Additional Program Screens
Fields
If you are creating a sales order for a charge account customer, enter the account number or the name (or the Search Word) of the charge customer. If you do not know the name or the number, press F4 while in this field to access Customer Search.
If you know the first letter of the customer's name, type it in the field and press Enter to access Customer Search and display a list of customers whose names (first or last) contain that letter. For example, type H and press Enter and the list in Customer Search would show both Baker Hardware and Hillcrest Electric. The list would then continue with customers whose names started with the subsequent letters of the alphabet such as I and J in our example.
If you are creating a sales order for a cash customer, enter the two-letter abbreviation for the state on the customer's driver's license.
If you are creating a sales order for a cash customer, enter the number from their driver's license.
Enter or accept the date of sales order creation.
Enter or accept the time of sales order creation
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F5 |
Refresh. Refresh the screen and remove entered data. |
|
F6 |
Quick Sale. Advance directly to the Sales Order/Invoice - Item Information screen. |
|
F8 |
Read Card. Open the Driver License Card Swipe popup window and then swipe the driver's license. |
|
F9 |
Quote to Order. Advance to the Quote/Reservation to Order screen and enter a quote or reservation number to convert to a sales order. |
|
F14 (Shift + F2) |
Clone Sales Order. Advance to the Clone Sales Order screen and enter a sales order and sequence number to clone/copy. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Related Programs
Sales Item Discount Maintenance
Sales Analysis by Account Customers
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