Sales Order Entry

Sales Orders define the items or services to be sold to customers along with the appropriate payment terms, delivery dates, item descriptions, quantities, price, shipping terms, and all other obligations and conditions.

Process Definition

Sales Orders define the items or services to be sold to customers along with the appropriate payment terms, delivery dates, item descriptions, quantities, price, shipping terms, and all other obligations and conditions.

Process in Deacom

  1. Navigate to Sales > Order Entry.
  2. On the General tab:
    1. Select the appropriate ‘Bill-To Company’ and ‘Ship-To Company’ by clicking on each field’s respective magnifying glass.
      1. Note: the default ‘Ship-To Company’ and other header fields will be auto-populated by selecting a ‘Bill-To Company’ but can be changed by the user.
    2. Enter the Customer Purchase Order Number into the ‘Bill-To PO’ field, if known.
    3. Ensure the correct ‘Terms’ were populated.
    4. Select/update the ‘Facility’ if necessary.
  3. On the Misc. 1 tab:
    1. Confirm the ‘Freight’ and ‘Ship Via’ fields are correct. If incorrect, change by clicking on the magnifying glass and selecting the correct option.
  4. On the Dates tab:
    1. Ensure the ‘Due to Ship (MRP)’ (Sales Date 3) is entered.
      1. Note: the ‘Due to Ship (MRP)’ field is the date used to drive demand in MRP and must be completed for demand to flow properly.
    2. Enter any other applicable dates.
  5. Click the + button on the Lines tab to add a part to the order.
    1. Use ‘Cust Part Number’ or ‘Part Number’ to find the item to add.
    2. Enter the ‘Quantity’ for the part.
    3. Confirm the ‘Unit Price’ shown is correct.
      1. If the price is incorrect, change to the correct price.
    4. Click Next to continue adding lines. Click Save and Exit once complete.
  6. Click Save – this will generate a Sales Order number in the ‘Order Number’ field on the General tab.