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Sales Order

  • Header
    • Bill to Address
      • Invoice Customer.Address
      • Customer.Address
    • Ship to Address
      • Ship To.Address
      • Customer.Address
    • Contact - Customer.Contact
    • Phone/Ext- Customer.Phone/Ext
    • Email - Customer.Email
    • Terms - Customer.Terms
    • Ship Via - Customer.Ship Via
    • Freight Pay Code - Customer.Freight Pay Code
    • Sales Person
      • User.Sales Person
      • Site Settings.Order Defaults.Sales Person
      • Ship To.Sales Person
      • Customer.Sales Person
    • Taxable - Customer.Taxable
    • Tax Code/Schedule
      • Order Ship To City, State, and Country matches the Ship To City, State, and Country - Ship To.Tax Code/Schedule
      • Order Ship To City, State, and Country matches the Customer City, State, and Country - Customer.Tax Code/Schedule
      • Order Ship To City, State, and Country exists in Country/Locations and it has a Tax Code/Schedule - Country/Location.Tax Code/Schedule
      • Order Ship To State and Country exists in Country/Subdivisions and it has a Tax Code/Schedule - Country/Subdivision.Tax Code/Schedule
      • Order Ship To Country exists in Countries and it has a Tax Code/Schedule - Country.Tax Code/Schedule
      • Site Settings.Tax Code/Schedule otherwise
    • Tax Service Entity Use Code - Customer.Tax Service Entity Use Code
    •  Location
      • Site Settings.Order Defaults.Location
      • Ship To.Location
      • Customer.Location
    • Currency - Customer.Currency
    • Discount - Customer.Discount
    • Ship Instruction 1 = SiteSettings.Order_ Defaults Ship Instruction 1
    • Ship Instruction 2 = SiteSettings.Order_ Defaults Ship Instruction 2
    • User Field 1 = SiteSettings.Order Defaults User Field 1
    • User Field 2 = SiteSettings.Order Defaults User Field 2
    • User Field 3 = SiteSettings.Order Defaults User Field 3
    • User Field 4 = SiteSettings.Order Defaults User Field 4
    • User Field 5 = SiteSettings.Order Defaults User Field 5
  • Line
    • Location - Header Location. If the item is not stocked at the header location then it will use the item's default location.
    • Description 1 - Item.Description 1
    • Description 2 - Item.Description 2
    • Product Category - Item.Product Category
    • Request Date - Today's date
    • Promise Date - ATP for this line's item/location based upon request date. If the request date is in the past then today's date is used.
    • Required Ship Date - Defaults to Promise Date