Realization of Sales Orders

Realization of Sales Orders

In sales orders, sale conditions, prices, payment methods and other information are entered.

A sales order is realized, when it is added using the Add function to one of the following: issue documents of any type (except prepayments) transfers issues from customs warehouse to invoices for transit in the customs warehouse module.

Sales order realization is reduced if a credit note is created for the documents listed above using the procedure for adding movements with the Change Sign (reverse document) option. Order realization will be reduced by the reversed quantity.

For a detailed overview of adding, see Adding a Sales Order to an Issue Document. The adding function can be accessed in all the documents listed above by clicking the Add button in the Lines panel (issue documents, internal issue documents, own use issue documents, etc.)

Links between a document and a sales order are recorded in the database and can be checked: Sales Orders | Links tab, ,> Movements - an overview of links to issue invoices; Sales Orders |> Links tab, > Dispatches - an overview of dispatched quantities Issue and Customs Warehouse documents | Links tab ,> Orders.

Links between a document and sales order can be added, changed and deleted:

The link will also be recorded in the table of Links as type link of the type1 - Issued invoices and sales order (see Administration panel | Database | Document Links and Transfer | Document links). Since the program tracks order realizations individually by line, the table records the number of the line and document to which the line of the order was added and the number of the line and document from which it was added. 

If a line of the order was realized so that the order was dispatched through multiple documents, in the overview of linked documents this order line will be listed more than once (note that in the above illustration, the Linked doc. and Line fields are listed more than once!)

Adding and deleting

To add a link between an invoice for a customer and a sales order in the table proceed as following:

• for a new record press the Insert key;
• next, enter to individual line of the table of links data from the below table;
• follow the procedure for every line of the issued invoice created from the sales order.