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- Deliver On: Displays a date text box for the user to select the date the ordered items are to be delivered on. If entered, this date must be the same as or later than the Ship by date.
- Order Date: Displays a date text box for the user to select the date the items were ordered. This date defaults to today's date but is editable.
- Purchase Order: Displays a text box for the user to enter the purchase order number associated with the order.
- Ship by: Displays a date text box for the user to select the ship by date for the order. This is a required field and must be the same as or later than the Order Date.
- Transaction Class: Displays a drop-down menu of all ‘Order’ transaction classes for the user to select the document type for the new order. This field defaults to the document type set by the “Default Order ID” preference.
Note: If the Transaction Class Property 'Single Date Management' is set to 'Yes', users are only enabled to enter and edit the 'Order Date' and all other dates default to the 'Order Date'.
Once the header fields have been completed, select the customer address for the sales order and click the Go To Catalog toolbar icon. This will open the Sales Order: Select Items window, which will open with the customer’s name as a hyperlink to the customer record view, the address type as a hyperlink to the address record view, the shipping date, the transaction type of ‘Order,’ and the site selection, which will default from the address and will be selected from the Site drop-down menu.
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