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| Def - Sales Order Ship To |
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| Def - Sales Order Ship To |
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| nopanel | true |
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The purpose of this page is to select a customer address and enter/select default fields for a sales order transaction. From this record view, users may choose to navigate to the Select Items Record View, allocate from inventory lots using the Find Lots Record View, or go directly to the Sales Order Record View. What about for sales quotes - is the only difference the page title?Per JS, this page will be the same for Sales Quotes. Not sure if we should just update the title?
Software Version: 2020.xx.xx and newer
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| Toolbar Icons | Description |
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| Go To Catalog | Opens the Sales Order: Select Items Record View for users to select from a pre-defined catalog of items to include in a sales order or sales quote transaction. |
| Go To Find Lots | Opens the Find Lots Record View for users to search for, view and allocate existing inventory lots to a sales order or sales quote transaction. |
| Go To Order | Opens the Sales Order Record View for users to enter information to create a sales order or sales quote transaction, without first adding items to the transaction. |
| Help | | Insert excerpt |
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| Help - Global 3.0 |
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| Help - Global 3.0 |
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| nopanel | true |
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| Fields | Description |
| Carrier | | Insert excerpt |
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| Carrier - Default |
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| Carrier - Default |
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| nopanel | true |
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This is a single-select standard lookup that is not required. It defaults as blank and is always editable.
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| Def - Carrier |
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| Def - Carrier |
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| nopanel | true |
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This lookup contains a list of all active Carriers. Database Field: |
Deliver On | Displays the default date the order will be delivered, formatted from the users 'Date Format' preference. This is a date picker that is not required. It defaults as blank and is always editable. Database Field: |
| Freight Terms | Identifies the freight terms to be defaulted for all shipments on the transaction. This is a single-select standard lookup that is not required. It defaults as blank and is always editable.
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| Def - Freight Terms |
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| Def - Freight Terms |
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| nopanel | true |
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This lookup contains a list of all active Freight Terms. Database Field: |
Order Date | | Insert excerpt |
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| Doc Date |
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| Doc Date |
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| nopanel | true |
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This is a date picked that is required. It defaults as the current date and is always editable. If missing, the message "Order Date is required." will be displayed on Save. The Order Date must be on or before the Ship By date and the Deliver On date, else the messages "Ship by Date must not be earlier than Order Date." and "Deliver On Date must be on or after Order Date." will be displayed on Save.
Database Field: |
| Purch. Order | | Insert excerpt |
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| Purchase Order |
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| Purchase Order |
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| nopanel | true |
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This is a text box that is not required. It defaults as blank and is always editable.
Database Field: |
| Ship By | | Insert excerpt |
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| Ship By - Default |
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| Ship By - Default |
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| nopanel | true |
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This is a date picked that is not required. It defaults as blank and is always editable. If entered it must be on or after the Order Date, else the message "Ship by Date must not be earlier than Order Date." will be displayed on Save.
Database Field: |
| Ship From Site | This is a multi-select standard lookup that is not required. It defaults with no sites selected and is always editable.
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| Def - Site |
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| Def - Site |
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| nopanel | true |
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This lookup contains a list of all active Sites where the 'Visible to Sales' property is set to "Yes". Database Field: |
| Transaction |
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| Transaction ID |
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| Transaction ID |
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| nopanel | true |
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This is a text box that is required . It defaults with "(Use Next Trans. #)" and is always editable. If missing, the system will auto assign a Transaction Number using the 'Document Prefix' and 'Next Document Number' properties. If the transaction number is manually entered, then it must be unique. Else the message "Transaction Number may not be duplicated." will be displayed on Save.| Insert excerpt |
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| Def - Transaction ID - Sales |
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| Def - Transaction ID - Sales |
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| nopanel | true |
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Database Field: |
| Transaction Class | | Insert excerpt |
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| Transaction Class |
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| Transaction Class |
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| nopanel | true |
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This is a single-select standard lookup that is required. If missing, the message "Transaction Class is required." will be displayed on Save. It defaults to the selected transaction when the New button was clicked from the Sales Transactions LV or the Sales Items LV. It is always editable.
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| Def - Transaction Class |
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| Def - Transaction Class |
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| nopanel | true |
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This lookup contains a list of all active Transaction Classes where the 'Transaction Type' property is set to "Order" or "Quote??". Database Field: |
Page Details
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