A Sales Confirmation is a document sent from the supplier (you) to the customer's buyer to confirm that the order has been received and accepted. Although this can be printed for any sales transaction in any status, it is intended to be printed for sales orders that have just been keyed into the system, before any lot allocations or shipping have been done.
Report Setup
- Display Name: Sales Confirmation
- Functional Area: Sales
- Launch From: Print Dialog
- Version: 20211205
Header Fields
This report is designed to page break per unique sales transaction.
| Fields | Description |
| BILL TO | Displays the billing name, address, and phone number for the Customer. This comes from the Customer Address ID identified with an 'Address Type' of "Billing" or "Both". This is formatted as:
This can only be edited by changing the Customers bill to address on the Custome Record View. |
| CARRIER | Identifies the Carrier Name of the carrier that is assigned to the transaction or shipment. If the entire order is being shipped from a single Site, and there is a Carrier assigned, or from multiple Sites but all with the same Carrier, this will be the Carrier Name. If the order is shipping from multiple sites, and there are more than one Carriers assigned, this will display as "Multiple Carriers". |
| DELIVER ON | Displays the date the order (or Shipment) should be delivered on. |
| DUE DATE | Identifies the date that the transaction must be paid by. This can only be edited by changing the Payment Terms or the 'Ship By' date on the transaction. |
| ORDER DATE | Identifies the date of the transaction. |
| ORDER # | Identifies the unique Transaction ID for each transaction. |
| PAYMENT TERMS | Identifies the Payment Terms assigned to the transaction. |
| PO # | Identifies the Purchase Order number associated to the transaction. |
| REMIT TO | Displays the company name, address, and phone number where payments should be sent to. This is formatted as:
|
| SALESPERSON | Identifies the name of the outside salesperson associated with the transaction. |
| SHIP BY | Displays the date the order (or Shipment) should be shipped. |
| SHIP TO | Displays the ship to name, address, and phone number where the order will be shipped. This is formatted as:
|
| SHIPPED FROM | Identifies the name of the site (warehouse, cold storage, cooler, etc.) the order will ship from. If the entire order is being shipped from a single Site, this will be the Site Name. If the order is shipping from multiple sites this will display as "Multiple Sites". |
Item Details
The line items include the item ID, Item description, ordered quantities, prices, and extended amounts and they display as follows:
- Line items assigned an 'Item Type' of "Inventory" or "Misc." display individually in the detail section. The quantities and amounts displayed are based on the ORDERED values, not on the allocated values. These lines are ordered by the 'Seq' assigned on the items grid of the sales order record view.
- Line items assigned an 'Item Type' of "Tax" are summarized together, and the sum of their extended amounts display in the 'TAX' box. They are not shown individually in the detail section.
- Line items assigned an 'Item Type' of "Freight" are summarized together, and the sum of their extended amounts display in the 'FREIGHT' box. They are not shown individually in the detail section.
| Fields | Description |
|---|---|
| ITEM DESCRIPTION | Displays the Item ID and Item Description formatted as [Item ID]: [Item Description] |
| EXT. AMOUNT | Displays the Item ID and Item Description formatted as [Item ID]: [Item Description] |
| ORD. UNITS | Identifies the 'Ordered Units' for the line item, formatted to the Item's 'Unit Decimals'. This represents the requested quantity, not the allocated quantity. |
| ORD. UNITS UOM | Identifies the unit of measure that the units for the line item have been ordered or allocated in. |
| ORD. WEIGHT | Identifies the 'Ordered Weight' for the line item, formatted to the Item's 'Weight Decimals'. This represents the requested weight, not the allocated weight. |
| ORD. WEIGHT UOM | Identifies the unit of measure that the weight for the line item has been ordered or allocated in. |
| PRICE | |
| PRICE UOM | Identifies the unit of measure that the price for the line item is based on. |
Subtotals
| Fields | Description |
|---|---|