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Entering a Sales Order in NorthScope allows the user to create orders for customers that can then become invoices, which integrate to the host system. NorthScope Sales Orders allow the user to allocate items, edit logistics information, assign items to contracts, adjust brokerage, freight accruals, promotions, and on invoice charges amounts, and more.

Prerequisites

Required Prerequisites

• Carriers
• Customers
• Inventory Items
• Order Transaction class
• Sites
• Workflow
• Status Setup

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• Sales Contracts
• Sales Programs
• Set the Sales Order preference for “Do Sales Orders become Invoices in NorthScope” to ‘Yes’
• Lots
• User-Defined Attributes for Sales Orders

• This user guide assumes the preference is set to “Yes”. If the preference is set to “No”, then the components described in Step 8 will not occur.

Understanding the data flow

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• Lots
• User-Defined Attributes for Sales Orders

Step 1: Creating the Sales Order.

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When the Order status is changed to Ready to Post, it the invoice is integrated to the Host Systemsystem if the Integration Setup for SO Invoice is set to Timed/Immediate. If the integration is set to None, the transaction status is changed to "Posted" when the transaction is saved as "Ready to Post".