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Entering Sales Orders

This job aid contains instructions related to entering sales orders, manual allocating items, specifying lot or serial numbers for ordered items and selecting package boxes for shipping of the orders in MYOB Acumatica.

Entering a Sales Order (SO)

  1. Open the Sales Orders (SO301000) form.

    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.

  2. On the form toolbar, click Add New Record.

  3. In the Order Type box in the Summary area, select SO (Sales Order).

  4. Select the customer in the Customer box.

  5. If required, in the Location box, change the location of the customer.

  6. If this sales order is associated with a particular project, in the Project box, change the X non- project code (which is shown by default) to the project.

  7. In the Date box, change the date of the order (which by default is the current business date), if needed.

  8. In the Requested On box, specify the date when the customer wants to receive the order.

  9. If needed, in the Customer Order box, enter the reference number of the original customer document the sales order is based on.

  10. If needed, in the Description box, provide a brief description for this sales order.

  11. On the Shipping tab, in the Sched. Shipment box, check the date when the shipment of this order is scheduled.

    By default, it is the Requested On date minus the lead days for this customer, if a lead time is set up against the Customer. Change the date, if needed.

  12. In the Shipping Rule box, review the default shipping rule used for this customer. Select another rule, if needed.

  13. On the Details tab, perform the following steps to add one item or multiple items to the sales order:

    1. Click Add Items on the table toolbar. The Inventory Lookup dialog box appears with the list of active stock items. You can use the selection criteria at the top of the dialog box to narrow the list of items.

    2. In the line or lines with the items that you want to add, in the Qty. Selected column, specify the requested quantity of the items (measured in the default unit of measure shown in the UOM column).

      Check the item availability data (which appears in the columns to the right) for the selected warehouse and ensure that the specified quantity is available in the selected warehouse for each item added to the sales order.

    3. Click Add & Close at the bottom of the dialog box.

    4. In the added line or lines, review the Shipping Rule, Requested On, and Ship On columns. Change any of these, if needed.

  14. On the form toolbar, click Save.

 

Entering a Sales Order with Allocation (SA)

  1. Open the Sales Orders (SO301000) form.

    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.

  2. On the form toolbar, click Add New Record.

  3. In the Order Type box in the Summary area, select SA (Sales Order with Allocation).

  4. In the Customer box, select the customer.

  5. If needed, in the Location box, change the default location of the customer.

  6. If this sales order is associated with a particular project, in the Project box, select the project. Otherwise, leave X (Non-Project Code) specified by default.

  7. In the Date box, change the date of the order (which by default is the current business date) if needed.

  8. In the Requested On box, specify the date when the customer wants to receive the order.

  9. If needed, in the Customer Order box, enter the reference number of the original customer document the sales order is based on.

  10. If needed, in the Description box, enter a brief description for this sales order.

  11. On the Shipping tab, in the Sched. Shipment box, review the date when the shipment of this order is scheduled. By default, it is the Requested On date minus the lead days for this customer. Change the date, if needed.

  12. In the Shipping Rule box, notice the default shipping rule used for this customer. Select another rule, if needed.

  13. On the Details tab, perform the following steps to add one item or multiple items to the sales order with allocation:

    1. Click Add Items on the table toolbar. The Inventory Lookup dialog box appears with the list of active inventory items. You can use the selection criteria at the top of the dialog box to narrow the list of items.

    2. In the line or lines with the items that you want to add, in the Qty. Selected column, specify the requested quantity of the items (measured in the default unit of measure shown in the UOM column). Notice the item availability data for the selected warehouse, which appears in the columns to the right.

    3. Click Add & Close at the bottom of the dialog box.

    4. In the added line or lines, review the Shipping Rule, Requested On, and Ship On columns. Change any of these, if needed.

    5. Click Save on the form toolbar.

  14. If needed, on the Details tab, select the needed order line, and click Line Details on the table toolbar to review how the system has allocated the quantities of the items for the order.

  15. On the form toolbar, click Save.

 

Allocating an Item in an Order

  1. Open the Sales Orders (SO301000) form.

  2. In the Order Type box, select the order type of the order for which you want to allocate items.

  3. In the Order Nbr. box, select the reference number of the needed order.

  4. On the Details tab, for each item whose quantities should be reserved in the source warehouse, perform the following steps:

    1. Click the order line with the needed item, and click Line Details on the table toolbar.

    2. In the Line Details dialog box, which opens, select the Allocated check box for the allocation line.

      If the full quantity is not available in the source warehouse, the system replaces the quantity in the line with the available quantity and adds one more line for the remaining quantity.

    3. For the additional line (if added), select the check box in the Line Details column. In the Alloc. Warehouse column, select the source warehouse from the list of warehouses.

      If the item quantity available in this warehouse (Quantity) is less than the remaining quantity, the system adds one more allocation line with the remaining quantity; if it does, either adjust the requested quantity or continue reserving item quantities in other warehouses.

    4. Click OK to save the created allocations and close the dialog box.

 

Specifying Lot or Serial Numbers for Ordered Items

  1. Open the Sales Orders (SO301000) form.

  2. In the Order Type box of the Summary area, select the order type of the order for which you want to specify lot or serial numbers.

  3. In the Order Nbr. box, select the reference number of the needed order.

  4. For each item for which lot or serial numbers should be specified, perform the following steps:

    1. On the Details tab, click the order line with the item, and click Line Details on the table toolbar.

    2. In the Line Details dialog box, which opens, to specify particular lot or serial numbers for the item in the allocation line, in the Lot/Serial Nbr. column, select one of the lot or serial numbers available in the allocation warehouse.

      The line quantity changes to 1 if the item has serial numbers, or to the lot quantity if the item has lot numbers; the system adds a new line for the remaining quantity. In the new line, select another serial or lot number. Repeat this step until the remaining quantity is zero.

    3. Click OK to save your changes and close the dialog box.

 

Manually selecting the package box for an order

  1. Open the Sales Orders (SO301000) form.

  2. In the Order Type box, select the order type of the order for which you need to specify boxes.

  3. In the Order Nbr. box, select the reference number of the needed order.

  4. On the Shipping tab, click the Shop for Rates button, if a shipping ISV is used.

  5. In the Shop for Rates dialog box, which opens, select the Manual Packaging check box to indicate that the packages selected for the order will be used for shipping.

  6. In the Packages table in the lower part of the dialog box, add a row, and in the Box ID column of the row, select the needed box.

  7. In the Ship From Warehouse column, select the warehouse that will ship the package.

  8. Click OK to save your changes and close the dialog box.

  9. Review the Totals tab to make sure the calculated freight cost (in the Freight Info section) is correct.