To fill in the minimum required fields, follow these steps: 

1.    On the Navigation Pane click Sales & Marketing -> Sales Order -> New

                                                     OR

        In the Search box, type "Sales Orders", and then click the related link. Click New.

2.    No. field: Press ENTER to automatically insert Sales order number in the No. field.

3.    In the Customer Name field, click drop-down arrow & Select Customer No. JCUST0028.

[Note: Notice that some fields on the header are now populated with the information that you entered on the vendor card. However, you can change them on the order document

Changes that you make in documents do not affect the default settings in the master data record, which in this case is the customer card.]


4.    Expand the Lines FastTab, and move to the first line. 

  • In the Type field, enter Item.
  • In No. field, select CNECK0059.
  • In the Pieces field, enter 5. This is the total number of items being ordered with this Sale order.

 

 

5.    Expand the Lines FastTab, and move to the first line. 

  • On the next line, in type field select Resources.
  • In No. field select, LABOR.
  • In pieces field, enter 1.
  • In unit price field, enter 100.

 

Notice that for both item & Resource, Qty. to ship & Qty. to Invoice are updated with total number of pieces. You can edit this quantity as necessary.

6.    The Sales order is ready, to print the sales order Click Actions -> Print -> Work Order.

7.    Message box will appear, click print or preview to view Sales order report.

8.    Close the report.

9.    In header click posting -> Post.

10.    The posting request form appears showing the default option, Ship & Invoice. Select Ship & Click Ok.

11.    The (initial) sales order posting function is now done , but the sales order remains open - for the following reasons:

  • Only the (physical) receipt of items is posted - not the invoicing.   

As long as quantities remain to be shipped or invoicing has not occurred, a sales order remains open.

12.    In the Sale Order, notice the following things.

  • The Quantity to ship  for CNECK059 field is 0
  • The Quantity shipped for CNECK059 field is 5.
  • The Quantity to Invoice for CNECK059 field is 5.
  • The Quantity to ship  for LABOR field is 0
  • The Quantity shipped for LABOR field is 1.
  • The Quantity to Invoice for LABOR field is 1.

 

 

 

13.    Open the Sales order again, click Posting à Post.

14.    The posting request form appears, Select Invoice & Click Ok.

15.    After the Invoice is posted, the order is closed.

 

                                        Figure: Posted sales shipment for sales order No. SO-000234

 

                                        Figure: posted sales Invoice for Sales order No. SO000234