Outline of Sales Order Module

Function Outline

The [Sales Order Module] controls sales orders. In addition to entry of quotation vouchers and sales order vouchers, it is possible to issue quotations and sales order vouchers, approve sales orders and output various lists and summary sheets related to sales orders.
Quotation voucher entry and sales order voucher entry are carried out through the [Quotation entry] screen and the [Sales order entry] screen respectively. It is also possible to omit quotation entry and commence directly from sales order entry.
When receiving a purchase order relating to an entered quotation voucher, it is possible to continue the quotation data content on the [Sales order entry] screen. By displaying the object quotation No. on the [Sales order entry] screen and copying the content, it is possible to prevent entry errors and simplify work.

Menu Structure

• Entry (Quotation)
  It conducts quotation data entry and searching of entered quotation data.
• Entry (sales order)
  It conducts sales order data entry,  L/C registration,  and searching of entered sales order data.
• Update
  It conducts approval of sales order data and process inventory reserve.
• Issue voucher
  It issues quotations and sales order vouchers.
• Forms
  It can output the forms below.

Forms that can be output

The forms that can be output in the [Sales order module] are as below.

See here for output of forms.

Sales Order Approval (Pass SO Gate) Conditions

In sales order approval, the approval procedure is automatic when there are no errors in any of the checking items below.

Checking items with the "Sales order checking condition" check box in [Logistic parameter setup] of the [Logistics master module] switched on are checked. Checking items with the check box switched off are not checked. However, when the "Sales order gate required" check box in [Logistic parameter setup] is switched on, Release is needed as it is displayed on the [Sales order gate] screen, regardless of whether there is an error or not.

• Amt check
  An error is recorded when the total sales order amount (Std currency) for 1 voucher exceeds the amount (Std currency) of the "1SO voucher maximum Amt" set by [Class setup] in [System custodian Module].
• Qty check
  An error is recorded when the quantity per 1 detail included in vouchers is less than the "Minimum sales order quantity", or more than the "Maximum sales order quantity" set by [Register goods] in [Logistics master module].
• Required item checking
  An error is recorded when the unit price, delivering date, and Scheduled shipping/arriving date are not entered at sales order entry.
• When committed unit price is not entered
  When the unit price is not committed at the time of sales order entry, it is possible to save by entering a unit price of at least "9,999,999,999", but a formal unit price must be entered later , so it is treated as an error.
• When delivering date and scheduled shipping date are not entered
  For goods with the "Quota flag" check box in [Register goods] switched off, it is possible to save without making any entry, but it is treated as an error because it is not possible to make a comparison with the term of validity recorded in the Quota master.
• STC
  When an error is recorded for any one of below, and STC item error is also recorded.
• An error is recorded when "Region" registered by [Register correspondent] in the [Common master module] is a region with the "Export restriction" check box set to "on" by [Register region].
• An error is recorded for goods that are not set to "0 (applicable goods)" or "L (goods to be judged locally)" in "STC type" by [Register goods] in the [Logistics master module].
• An error is recorded when there are goods set to "# (STC object)" in "STC type" by [Register goods] in the [Logistics master] and when there is a correspondent for which a valid term "Internal blanket No." has not been set up by [Register correspondent] in the [Common master module].
• It is treated as an error when a voucher has the "Special trade type" or "Confirm request flag" set to "on" in the entry screen.
• Overdue AR
  An error is recorded when there is a case of non-delivery after the "Expiration date" and "Settlement date" in the collection plan data for each correspondent.
• Quota check
  For goods with the "Quota flag" set to "on" by [Register goods] in [Logistics master module], an error is recorded when exceeding the range registered in [Register quota] of the [Logistics master module].
• Credit check
  A credit check error is recorded when all the conditions below are satisfied.
• The "Credit limit check type" in [Register correspondent] of the [Common master module] is set to something other than "No".
• It exceeds the credit limit registered in [Register credit limit] in the [Common master module] for each operator class and currency.