Sales Order Edit Page

Firm All Lines:  If there are any non-firmed Sales Order Lines, this button can be used to firm all lines at once. Firmed Sales Order Lines can be processed through Sales Order Fulfillment.

  NOTE  When a user clicks the Firm All Lines button, the system will firm the Sales Order Lines based on the below custom settings:

• When the custom setting 'salesorder_saveasbatch' is false:

  • In Classic, the system will only firm the first 100 unfirmed Sales Order Lines. The user needs to click the Firm All Lines button again to firm the next 100.

  • In Lightning, the system will only firm the first 150 unfirmed Sales Order Lines.The user needs to click the Firm All Lines button again to firm the next 150.
     

• When the custom setting 'salesorder_saveasbatch' is true and the custom setting 'salesorder_maxasyncfirms' is not found, by default, the system will firm the first 250 unfirmed Sales Order Lines (default limit in Classic and Lightning).
   

• When the custom setting 'salesorder_saveasbatch' is true, depending on the number of lines and the complexity of the product, a CPU timeout or heap size error may result. To prevent these errors, a value needs to be specified on the custom setting 'salesorder_maxasyncfirms'. This custom setting determines the maximum number of Sales Order Lines to be firmed.
  For example, if the custom setting 'salesorder_maxasyncfirms' value is 500:

  • In Classic, the system will firm the first 350 unfirmed Sales Order Lines.

  • In Lightning, the system will firm the first 400 unfirmed Sales Order Lines.

Customer Account Inquiry:  This button directs the user to the Customer Account Inquiry page, from where users can access the Customer’s Sales Order details, including product numbers, quantities and pricing, Sales Order Shipper, Sales Invoice (including Credit Memos and Prepayment Invoices), Address, AR Invoice, Cash Receipts, Aging, Order/Credit Limit, and AR Balance details.

Commission Detail:  This button directs the user to the Sales Order Commissions page, where Commission details, including Salesperson, Commission Percentage, and Commission Split Percentage, can be viewed and overridden if necessary. The Commission details on this page are specific to the Sales Order being viewed. For further details see Sales Commission Review and Processing.

Order Fulfillment:  This button directs the user to the Sales Order Fulfillment page, where the order can be taken through the pick, pack, ship, and invoice processes, as set by the Sales Order Control configuration.

Order Review:  If Allow Ack Template Override is checked on the SO Control Form Templates Tab, this button enables an Email Template selection pop-up for the Sales Order Acknowledgement, with its default value equaling the one set on the SO Ack Form Template field on the previously mentioned tab. After clicking ‘OK’ in the Email Template pop-up, the user can view the Sales Order Acknowledgement resulting document in a new tab and then print and/or send it to an email recipient. The email recipient defaults to the value on the Addresses button > Acknowledgment tab. If Allow Ack Template Override is not checked, no pop-up window is displayed, and the document will be opened directly in a new tab.

When the SO Acknowledge form is generated using RootForms and,

• if the custom setting 'salesorder_CreateFormsRecords' is true, then the system will generate the SO Acknowledgement Header (fsoackh__c) and SO Acknowledgement Details (fsoackd__c) records and those will be used along with the Sales Order Header and Sales Order Line details to generate the form.

• if the custom setting 'salesorder_CreateFormsRecords' is false, the system will use the Sales Order Header and Sales Order Line details to generate the form.

Otherwise, when using the Email Template, the system will create the SO Acknowledgement Header (fsoackh__c) and SO Acknowledgement Details (fsoackd__c) records which will be used to generate the SO Acknowledge form.

  NOTE  For generating the SO Acknowledgment form using RootForms, any of the following conditions must be satisfied:

• The field 'Override Form Tool - Sales Order Ack.' on the System Defaults is set to the value 'RootForms' 

• The field 'Override Form Tool - Sales Order Ack.' on the System Defaults is set to 'No Override', and the Rootforms is active on the System Configuration (SYCONFIG).

Track Shipments:  When this button is clicked, a Sales Order Shipping Detail pop-up is displayed. If all or any portion of the Sales Order has been containerized, Shipper ID, Line, Product Number, Quantity, Shipment Date, and Tracking Number details are displayed for each Shipping Container.

Clone:  This button will assist with creating new Sales Order set records based on the current Sales Order. After pressing the button, a Sales Order Copy page will open, allowing the user to review the cloned Sales Order details, including Customer PO, Customer Reference, and Order Date. The user may set a different Customer for the new Sales Order or flag it as a Quote, and using the 'Line Date Option', the user can choose how to populate the dates in the new Sales Order Line (for more details, please see the note below). Users can also select which lines from the original Sales Order should be copied to the new Sales Order and click the Create New Sales Order button after reviewing. If any selected lines are Configured and have Components, these (non-inventory, material, and/or labor) records will be transferred to the cloned Sales Order Line.

  NOTE  The 'Line Date Option' can determine how the dates can be populated in the Sales Order Line on the new Sales Order Header. Valid options are:

• Current Date:  The 'Due Date' on the new Sales Order Line defaults to the current date, 'Scheduled Ship Date' and 'Required Date' will then be calculated from the Due Date considering the 'Customer Lead Time' from the Customer Master and Product Lead Time ('Lead Time, Product' + 'Lead Time, Issue' + 'Lead Time, Packaging') from the Rootstock Product Master Lead Time & Misc Tab.

• Retain Source Date:  The 'Due Date' on the new Sales Order Line defaults to the Due Date from the source Sales Order Line, 'Scheduled Ship Date' and 'Required Date' will then be calculated from the Due Date considering the 'Customer Lead Time' from the Customer Master and Product Lead Time ('Lead Time, Product' + 'Lead Time, Issue' + 'Lead Time, Packaging') from the Rootstock Product Master Lead Time & Misc Tab.

• Current Date + Product LT:  The 'Required Date' on the new Sales Order Line defaults to the current date, 'Due Date' and 'Scheduled Ship Date' will then be calculated from the Required Date considering the 'Customer Lead Time' from the Customer Master and Product Lead Time ('Lead Time, Product' + 'Lead Time, Issue' + 'Lead Time, Packaging') from the Rootstock Product Master Lead Time & Misc Tab.

Quick Entry:  This button enables the Sales Order Line Quick Entry pop-up. From this page, the user can add as many Sales Order Lines as are needed, indicating all of the following Sales Order Line details before saving to the Sales Order: Quantity, Price, Product, Discount Percentage, Due Date, Inventory Division, Project, and Firm status. For processing steps and details, see the section Sales Order Page - Add Sales Order Lines > Quick Entry button on the article Sales Order Line Creation and Management.

Set Due Date on All Lines:  Clicking this button displays the Due Date Override pop-up. From here, the user can apply a specific Due Date to all of the lines on the order and distinguish whether or not to update the Due Date of partially shipped lines due to the Override. Related Dates, such as Scheduled Ship Date and Required Date, will be adjusted, using existing lead times from the Product and Customer Mater records to calculate the new dates. 

Create Picklist:  This button will generate a Pick List for the items on the Sales Order and direct the user to a copy of the Pick List, which can be viewed and printed. The Pick List function generates Barcodes (if configured for Bar Code Printing) for the Sales Order, Line, Site, Location ID, and Location Number values. It also includes an image (if configured) and Demand Quantity, Suggested Quantity, Project, Location Quantity, and Lot/Serial details. For further details, see SO Picklist Header.

When the user clicks this button/action, the system creates an SO Picklist record, and the Picklist details will be printed based on the 'Override Form Tool - SO Picklist' field value on the System Defaults record as mentioned below:

1. When it is set to 'RootForms':

   1. In Classic, the system verifies the field 'SO Picklist Form Template' field in the associated SO Control record.

      1. If a RootForm Template is specified, it is used to print the Picklist details.

      2. If blank, the system throws an "Invalid Template ID" exception.

   2. In Lightning, a pop-up will be displayed with a drop-down field to select a Template to print the Picklist details as below:

      1. The system verifies the field 'Form Template - Picklist' field in that Sales Order Header.

         1. If a RootForm Template is specified, it is selected as default in the drop-down field but can be overridden.

         2. If it is blank, the system verifies the 'SO Picklist Form Template' field in the SO Control record.

            1. If a RootForm Template is specified, it is selected as default in the drop-down field but can be overridden.

         3. If no RootForm Template is specified in both the above fields, the drop-down field will be displayed without any default Template, the user needs to select a Template for printing.

2. When it is set to 'Email Template', the system initially verifies the flag 'Use Form Template for Picklist from SO' on the associated SO Control record:

   1. In Classic,

      1. If the flag is checked, the system uses the Email Template specified on the field 'SO Picklist Form Template' field in the associated SO Control record.

      2. If the flag is not checked, the system prints the Picklist details using the PDF format defined on the 'rstk__SOPicklistTabbed' VF Page.

   2. In Lightning,

      1. If the flag is checked, a pop-up will be displayed with a drop-down field to select a Template to print the Picklist details as below:

         1. The system verifies the field 'Form Template - Picklist' field in that Sales Order Header.

            1. If an Email Template is specified, it is selected as default in the drop-down field but can be overridden.

            2. If it is blank, the system verifies the 'SO Picklist Form Template' field in the SO Control record.

               1. If an Email Template is specified, it is selected as default in the drop-down field but can be overridden.

            3. If no Email Template is specified in both the above fields, the drop-down field will be displayed without any default Template; the user must select a Template for printing.

      2. If the flag is not checked, the system prints the Picklist details using the PDF format defined on the 'rstk__SOPicklistTabbed' VF Page.

Process Authorizations and Payments: This button will be visible if the Sales Order Payment Gateway is set up and allows the processing of Authorizations and Payments for the Sales Order.