ERP 2.50:User Manual/Sales Management/it
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Transazioni
Ordine di vendita
Creare ordini di monitoraggio delle vendite di prodotti ai clienti.
Che cosa è un ordine di vendita??
Un documento usato per di approvare, monitorare, e le richieste del cliente processo. ordini di vendita sono di solito presi dai rappresentanti di vendita, ma ogni società potrà eseguire una formula diversa.
Quali sono i tipi di ordini di vendita?
- Standard Order: Un ordine che si riserva automaticamente i materiali da inviare fuori. In questo caso, la spedizione e la fattura può essere generato separatamente.
- Ordine POS: I materiali sono raccolti con una fattura e può essere versata in una varietà di modi. In questo caso, la spedizione e la fattura vengono generati automaticamente, e in funzione delle condizioni di pagamento, un pagamento.
- Previsionale: Le offerte o gli eventuali ordini di vendita che automaticamente riservano i materiali. Un Previsionale può essere convertito in un ordine, o rimanere un Previsionale che non diventa mai un ordine. Il secondo caso si verifica se l'ordine non è mai stato accettato dal cliente.
- Preventivo: Le offerte o gli eventuali ordini di vendita che possono essere adattati manualmente ad altri documenti di vendita. Può anche essere eliminato in seguito.
- Ordine a Pagamento anticipato: La fattura è pagata prima le voci vengono inviati per la spedizione. Il pagamento può essere collegato a altre spedizioni o inviato direttamente. Dopo che il pagamento è effettuato, la fattura e la spedizione dei documenti vengono generati automaticamente.
- Ordine a credito: I materiali sono raccolti utilizzando una fattura. In questo caso, la spedizione e la fattura vengono generati automaticamente. Il pagamento deve essere immesso manualmente dopo che le merci sono state pagate
Tenete a mente:
- A seconda dello stato del documento, elaborati, inviati, ... Alcuni campi del documento verrà visualizzato in sola lettura per impedire all'utente di modificare i valori. A livello del database esiste un limite che impedisce la modifica di alcuni campi in funzione lo stato del documento..
Testata
Creare un ordine di vendita e di processo quando è pronto.
Campi:
| Data di contabilizzazione: | La data in cui questa transazione viene registrata in contabilità generale. | |
| Attivo: | Un flag che indica se questo record è disponibile per l'uso o disattivato. | |
| Attività: | Un'attività distinta definita e utilizzata in Gestione attività. | |
| Approvato: | Indica se questo documento richiede l'approvazione | |
| Business Partner : | Chiunque prende parte a operazioni commerciali quotidiane, agendo come un cliente, dipendente, ecc. | |
| A Carico: | Un costo o spese sostenute durante l'attività commerciale. | |
| Importo a Carico: | L'ammontare di un costo o spese sostenute durante l'attività commerciale. | |
| Client: | Client per l'installazione | |
| Copia da Ordine: | Copia da Ordine | |
| Copia Linee: | Copia Linee da altro Ordine | |
| Copia modello di prodotto: | Copia prodotti dal modello del partner commerciale di quel ordine di vendita. | |
| Credito approvato: | Credito è stato approvato | |
| Valuta: | Un mezzo di scambio accettato monetaria che può variare da un paese all'altro. | |
| Data di stampa: | Data in cui il documento è stato stampato. | |
| Consegnato: | Materiale è stato Consegnato | |
| Luogo di consegna: | Il luogo specifico o un indirizzo in cui un ordine vi verrà spedito o eseguite da.. | |
| Metodo di consegna: | I mezzi per avere un bene richiesto da un business partner.. | |
| Bolle di consegna: | ||
| Regola Consegna:: | Una definizione cehe precisa quando la consegna specifica verrà eseguita.. | |
| Descrizione: | Uno spazio per scrivere altre informazioni correlate.. | |
| Documento n° : | Un identificatore spesso generato automaticamente per tutti i documenti. | |
| Stato Documento : | Una posizione, uno stato derivante da processi che siano/non siano stati eseguiti. | |
| Tipo di documento: | Un valore che definisce la sequenza e la configurazione di processo vengono utilizzati per gestire questo documento. | |
| Contatto Consegna Spedizione: | Contatto del Business Partner per la Spedizione | |
| Località Consegna Spedizione: | Indirizzo di Spedizione del Business Partner per Drop Spedizione | |
| Partner Consegna Spedizione : | Business Partner per Consegna Spedizione | |
| Forma di pagamento: | Il metodo utilizzato per pagare la richiesta. | |
| Importo Trasporto : | L'importo a carico per una specifica spedizione. | |
| Metodo Costo Trasporto : | Il metodo di calcolo utilizzato per il trasporto di merci. | |
| Importo totale: | L'importo finale monetario (tasse incluse) dei carichi elencati in un documento. | |
| Incoterms: | ||
| INCOTERMS description: | ||
| Regola Fattura : | Frequenza e metodo di fatturazione | |
| Indirizzo di Fattura : | L'indirizzo in cui la richiesta di pagamento della fattura sarà inviata | |
| Data ordine: | Data presente nell'ordine. | |
| Riferimento Ordine : | Un riferimento o numero documento di ordine registrati nell'applicazione del business partner. | |
| Organizzazione: | entità organizzativa all'interno client | |
| Indirizzo Partner: | L'indirizzo del business partner selezionato. | |
| Termini di pagamento: | L'installazione e la tempistica definita per completare un pagamento indicato. | |
| Registrata: | Uno stato di contabilità che annnota se una transazione specifica è stata aggiunta alla contabilità generale. | |
| Prezzo include imposte: | Le tasse sono incluse nel prezzo | |
| Prezzo di listino | Un catalogo di oggetti selezionati con i prezzi definiti in generale o di un partner specifico. | |
| Stampa: | Un riferimento che indichi se o meno il documento è stato stampato in qualsiasi momento nel passato. | |
| Stampa sconto: | Un'opzione per avere sconto stampato sulla fattura. | |
| Priorità: | Uno specifico livello di importanza o di precedenza. | |
| Processa ordine: | ||
| Processato: | Una conferma che i documenti associati o le richieste vengono elaborate. | |
| Progetto: | Un compito definito o correlato | |
| Un'indicazione che una transazione può essere fatturati a un business partner. | ||
| Campagna Vendite: | Uno sforzo di pubblicità volto ad aumentare le vendite. | |
| Ordine di vendita: | Un identificatore unico e spesso generato automaticamente per un ordine di vendita. | |
| Rappresentante di vendita: | La persona incaricata di eseguire un ordine. | |
| Transazione di Vendita: | L'indicazione che un trasferimento di merci e di denaro tra i partner commerciali si sta verificando. | |
| Data di consegna prevista: | La data che un compito, processo, o azione dovrà essere completato o consegnato. | |
| Selezionato: | ||
| Self-Service: | Questa è una voce self-service o questa voce può essere modificato tramite self-service | |
| Invia e-mail: | Abilita l'invio del documento EMAIL | |
| Società di spedizione: | Il nome della società che procede alla spedizione. | |
| Riassunto Importo Linea | La somma finale di tutte le linee totali apportate a un documento specificato o transazione (al netto delle tasse). | |
| Tipo di documento Transazione : | Il tipo di documento specifico che dovrebbe essere utilizzato per una transazione specificato. | |
| Trasferito: | Trasferito a Contabilità generale (cioè contabilizzato) | |
| Organizzazione di Transazione: | L'organizzazione che opera o avvia la transazione. | |
| Utente / Contatto: | Un conoscente di raggiungere per le informazioni relative al business partner. | |
| Magazzino / Punto di Servizio: | La posizione in cui i prodotti arrivano o che sono inviati da. | |
| Prima Dimensione: | Un display di elementi facoltativi che sono definiti in precedenza per questa combinazione contabile. | |
| Seconda Dimensione: | Un display di elementi facoltativi che sono definiti in precedenza per questa combinazione contabile. |
Linee
Aggiungi prodotti da inserire nel vostro ordine di vendita. Ogni prodotto è aggiunto con la creazione di una linea.
Campi:
| Attivo: | Un flag che indica se questo record è disponibile per l'uso o disattivato. | |
| Valore Set di Attributi: | Un attributo associato a un prodotto come parte di un insieme di attributi. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Cancel Price Adjustment: | Used to activate or deactive the price adjustment for each line. | |
| Charge: | A cost or expense incurred during business activity. | |
| Charge amount: | The amount of a cost or expense incurred during business activity. | |
| Client: | Client for this installation. | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Date Delivered: | Date when the product was delivered | |
| Delivered Quantity: | Delivered Quantity | |
| Description: | A space to write additional related information. | |
| Description Only: | if true, the line is just description and no transaction | |
| Direct shipment: | Ship direct from Vendor to Customer | |
| Discount: | Discount in percent | |
| Freight Amount: | The charge amount for a specified shipment. | |
| Invoice Date: | The time listed on the invoice. | |
| Invoice Quantity: | The total number of a product included in an invoice to a business partner. | |
| Last price so: | ||
| Line Net Amount : | The final amount of a specified line, based only on quantities and prices. | |
| Line No.: | A line stating the position of this request in the document. | |
| List Price: | The official price of a product in a specified currency. | |
| Lot: | A group of identical or similar items organized and placed into inventory under one number. | |
| Order Date: | The time listed on the order. | |
| Order Quantity: | The number of a certain item involved in the transaction, shown in units which differ from the standard UOM. | |
| Order UOM: | The unit of measure being used for the request. | |
| Ordered Quantity: | Indicates the quantity of a product that was ordered. | |
| Organization: | Organizational entity within client | |
| Partner Address: | The location of the selected business partner. | |
| Price Adjustment: | The ability to raise or lower prices. | |
| Price Limit: | The lowest price a specified item may be sold for. | |
| Product: | An item produced by a process. | |
| Quantity: | The number of an item involved in a transaction, given in standard units. It is used to determine price per unit. | |
| Reserved Quantity: | Reserved Quantity | |
| Resource Assignment: | Resource Assignment | |
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Sales Order Line: | A unique and often automatically generated identifier for a sales order line. | |
| Scheduled Delivery Date: | The date that a task, process, or action is to be completed or delivered by. | |
| Serial No.: | An attribute used as a unique identifier for a product. | |
| Shipping Company: | The name of the company making the shipment. | |
| SO/PO Reference: | Reference to corresponding Sales/Purchase Order | |
| Standard Price: | The regular or normal price of a product in the respective price list. | |
| Tax: | The percentage of money requested by the government for this specified product or transaction. | |
| Unit Price: | The price that will be paid for a specified item. | |
| UOM: | A non monetary unit of measure. | |
| Warehouse / Service Point: | The location where products arrive to or are sent from. |
Line Tax
View taxes applied to your order line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Sales Order Line: | A unique identifier and a reference to a sales order line (product). | |
| Tax: | The Tax indicates the type of tax for this document line. | |
| Tax Amount: | The total sum of money requested by the government of the specified transaction line. | |
| Taxable Amount: | The Tax Base Amount indicates the base amount used for calculating the tax amount. |
Payment
Create an obligation for accounting to expect to receive all or part of your sales order amount in advance.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Amount: | A monetary total. | |
| Bank Account: | A monetary account of funds held in a recognized banking institution. | |
| Bank statement line: | A statement displaying one transaction in the bank statement. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Cancel processed: | Cancel processed | |
| Cancelled Settlement No.: | The settlement used to cancel the corresponding payment. | |
| Cash Book: | A document used to manage all cash transactions. | |
| Cash Journal Line: | A statement displaying one transaction in the cash journal. | |
| Change Debt Payment: | Take this Debt/Payment out of the settlement | |
| Client: | Client for this installation. | |
| C_Settlement_Generate_ID: | Settlement generate | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Description: | A space to write additional related information. | |
| Due Date: | The date when a specified request must be carried out by. | |
| Form of Payment: | The method used to pay the request. | |
| Generate_Processed: | Generate Processed | |
| Invoice: | A document listing products, quantities and prices, payment terms, etc. | |
| Is Automatic Generated: | It is automatically generated | |
| Manual: | A task or process completed directly by the user, not automatically by the application. | |
| Organization: | Organizational entity within client | |
| Payment: | A obligation to pay or a right to collect for a specified item or service. | |
| Payment Complete: | A confirmation stating whether the request has been closed through a monetary transaction. | |
| Project: | A defined task or undertaking | |
| Receipt: | A confirmation stating whether the request has been closed through receipt of a monetary transaction. | |
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Status: | A defined state or position of a payment. | |
| Valid: | A confirmation that something is correct. | |
| Write-off Amount: | A monetary sum that can be deducted from tax obligations. |
Price Adjustments
View applied price adjustments for each order line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Adjusted Price: | The price to be offered after discounts or price increases. | |
| Client: | Client for this installation. | |
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Price Adjustment: | The ability to raise or lower prices. | |
| Price Adjustment Amt.: | The amount by which this price is raised or lowered. | |
| Sales Order Line: | A unique and often automatically generated identifier for a sales order line. |
Tax
Edit taxes applied to your order.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Tax: | The percentage of money requested by the government for this specified product or transaction. | |
| Tax Amount: | The total sum of money requested by the government of the specified transaction. | |
| Taxable Amount: | The total sum on which taxes are added. |
Simple Sales Order
Create sales orders quickly using predefined product templates.
Keep in Mind:
- Copy Template: If a business partner has a predefined template, the user is able to generate order lines from the defined products in the template. Lines are still be able to be modified later on.
Header
Create and process a simple sales order based on a business partner's product template.
Fields:
| Accounting Date: | The date this transaction is recorded in the general ledger. | |
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Activity: | A distinct activity defined and used in activity based management. | |
| Approved: | Indicates if this document requires approval | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Charge: | A cost or expense incurred during business activity. | |
| Charge amount: | The amount of a cost or expense incurred during business activity. | |
| Client: | Client for this installation. | |
| Copy Lines: | Copy Lines from other Order | |
| Copy Product Template: | Copy products from the business partner's template of that sales order. | |
| Credit Approved: | Credit has been approved | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Date printed: | Date the document was printed. | |
| Delivered: | ||
| Delivery Method: | The desired means of getting requested goods to a business partner. | |
| Delivery Rule: | A definition stating when a specific delivery will occur. | |
| Description: | A space to write additional related information. | |
| Document No.: | An often automatically generated identifier for all documents. | |
| Document Status: | A specified position resulting from processes which have/have not been executed. | |
| Document Type: | A value defining what sequence and process setup are used to handle this document. | |
| Drop Ship Contact: | Business Partner Contact for Drop Shipment | |
| Drop Ship Location: | Business Partner Shipment Location for Drop Shipment | |
| Drop Ship Partner: | Business Partner for Drop Shipment | |
| Form of Payment: | The method used to pay the request. | |
| Freight Amount: | The charge amount for a specified shipment. | |
| Freight Cost Rule: | The calculation method used when charging freight. | |
| Grand Total Amount: | The final monetary amount (including taxes) charge listed in a document. | |
| Invoice Rule: | Frequency and method of invoicing | |
| Invoice to Address: | The location where the invoice payment request will be sent. | |
| Order Date: | The time listed on the order. | |
| Order Reference: | A reference or document order number as listed in business partner application. | |
| Organization: | Organizational entity within client | |
| Partner Address: | The location of the selected business partner. | |
| Payment Terms: | The setup and timing defined to complete a specified payment. | |
| Posted: | An accounting status noting if a specified transaction was added to the general ledger. | |
| Price includes Tax: | Tax is included in the price | |
| Price List: | A catalog of selected items with prices defined generally or for a specific partner. | |
| Print: | A reference stating whether or not the document has been printed at any time in the past. | |
| Print Discount: | An option to have any discount printed on the invoice. | |
| Priority: | A defined level of importance or precedence. | |
| Process Order: | ||
| Process Order: | ||
| Processed: | A confirmation that the associated documents or requests are processed. | |
| Project: | A defined task or undertaking | |
| Re-invoice: | An indication that a transaction may be invoiced to a business partner. | |
| Sales Campaign: | An advertising effort aimed at increasing sales. | |
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Sales Representative: | The person in charge of carry out an order. | |
| Sales Transaction: | An indication that a transfer of goods and money between business partners is occurring. | |
| Scheduled Delivery Date: | The date that a task, process, or action is to be completed or delivered by. | |
| Selected: | ||
| Self-Service: | This is a Self-Service entry or this entry can be changed via Self-Service | |
| Send EMail: | Enable sending Document EMail | |
| Shipping Company: | The name of the company making the shipment. | |
| Summed Line Amount: | The final sum of all line totals made to a specified document or transaction (not including taxes). | |
| Transaction Document Type: | The specific document type which should be used for a specified transaction. | |
| Transferred: | Transferred to General Ledger (i.e. accounted) | |
| Trx Organization: | The organization which performs or initiates the transaction. | |
| User/Contact: | An acquaintance to reach for information related to the business partner. | |
| Warehouse / Service Point: | The location where products arrive to or are sent from. | |
| 1st Dimensinon: | A display of optional elements that are previously defined for this account combination. | |
| 2nd Dimension: | A display of optional elements that are previously defined for this account combination. |
Lines
Add products to be included in your simple sales order. Each product is added by creating a line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Attribute Set Value: | An attribute associated with a product as part of an attribute set. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Charge: | A cost or expense incurred during business activity. | |
| Charge amount: | The amount of a cost or expense incurred during business activity. | |
| Client: | Client for this installation. | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Date Delivered: | Date when the product was delivered | |
| Delivered Quantity: | Delivered Quantity | |
| Description: | A space to write additional related information. | |
| Description Only: | if true, the line is just description and no transaction | |
| Direct shipment: | Ship direct from Vendor to Customer | |
| Discount: | Discount in percent | |
| Freight Amount: | The charge amount for a specified shipment. | |
| Invoice Date: | The time listed on the invoice. | |
| Invoice Quantity: | The total number of a product included in an invoice to a business partner. | |
| Last price so: | ||
| Line Net Amount : | The final amount of a specified line, based only on quantities and prices. | |
| Line No.: | A line stating the position of this request in the document. | |
| List Price: | The official price of a product in a specified currency. | |
| Lot: | A group of identical or similar items organized and placed into inventory under one number. | |
| Order Date: | The time listed on the order. | |
| Order Quantity: | The number of a certain item involved in the transaction, shown in units which differ from the standard UOM. | |
| Order UOM: | The unit of measure being used for the request. | |
| Organization: | Organizational entity within client | |
| Partner Address: | The location of the selected business partner. | |
| Price Adjustment: | The ability to raise or lower prices. | |
| Price Limit: | The lowest price a specified item may be sold for. | |
| Product: | An item produced by a process. | |
| Quantity: | The number of an item involved in a transaction, given in standard units. It is used to determine price per unit. | |
| Reserved Quantity: | Reserved Quantity | |
| Resource Assignment: | Resource Assignment | |
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Sales Order Line: | A unique and often automatically generated identifier for a sales order line. | |
| Scheduled Delivery Date: | The date that a task, process, or action is to be completed or delivered by. | |
| Serial No.: | An attribute used as a unique identifier for a product. | |
| Shipping Company: | The name of the company making the shipment. | |
| SO/PO Reference: | Reference to corresponding Sales/Purchase Order | |
| Standard Price: | The regular or normal price of a product in the respective price list. | |
| Tax: | The percentage of money requested by the government for this specified product or transaction. | |
| Unit Price: | The price that will be paid for a specified item. | |
| UOM: | A non monetary unit of measure. | |
| Warehouse / Service Point: | The location where products arrive to or are sent from. |
Tax
View or edit taxes applied to your order.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Tax: | The percentage of money requested by the government for this specified product or transaction. | |
| Tax Amount: | The total sum of money requested by the government of the specified transaction. | |
| Taxable Amount: | The total sum on which taxes are added. |
Update Price List from Orders
Edit price lists based on your price changes made in sales orders.
Goods Shipment
Create and edit goods shipments to your customers.
What is a Goods Shipment?
The process of sending products from the warehouse to the desired external location.
Keep in Mind:
- Depending on the state of the document, Processed, Posted, ... Some fields of the document will appear as read only in order to prevent the user to modify the values. At the database level there is a trigger that prevents the modification of some fields depending on document's state.
Header
Create and process a shipment.
Fields:
| Accounting Date: | The date this transaction is recorded in the general ledger. | |
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Activity: | A distinct activity defined and used in activity based management. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Calculate Freight Amount: | ||
| Charge: | A cost or expense incurred during business activity. | |
| Charge amount: | The amount of a cost or expense incurred during business activity. | |
| Client: | Client for this installation. | |
| Create From Multiple: | ||
| Create Lines from: | An addition of statements from pre-existing documents. | |
| Date printed: | Date the document was printed. | |
| Delivery Location: | The specific place or address an order will be shipped to or carried out from. | |
| Delivery Method: | The desired means of getting requested goods to a business partner. | |
| Delivery Rule: | A definition stating when a specific delivery will occur. | |
| Description: | A space to write additional related information. | |
| Document No.: | An often automatically generated identifier for all documents. | |
| Document Status: | A specified position resulting from processes which have/have not been executed. | |
| Document Type: | A value defining what sequence and process setup are used to handle this document. | |
| Freight Amount: | The charge amount for a specified shipment. | |
| Freight Category: | A classification used to help calculate shipping company freight amounts. | |
| Freight Cost Rule: | The calculation method used when charging freight. | |
| Generate Invoice from Receipt: | Create and process Invoice from this receipt. The receipt should be correct and completed. | |
| Invoice: | A document listing products, quantities and prices, payment terms, etc. | |
| Logistic: | ||
| Movement Date: | The date that a certain item is moved from one location to another. | |
| Movement Type: | The type of a certain item being moved from one location to another. | |
| Number of Packages: | The number of packages being shipped. | |
| Order Date: | The time listed on the order. | |
| Order Reference: | A reference or document order number as listed in business partner application. | |
| Organization: | Organizational entity within client | |
| Partner Address: | The location of the selected business partner. | |
| Pick Date: | Date/Time when picked for Shipment | |
| Posted: | An accounting status noting if a specified transaction was added to the general ledger. | |
| Print: | A reference stating whether or not the document has been printed at any time in the past. | |
| Priority: | A defined level of importance or precedence. | |
| Process Shipment : | Process Shipment (Update Inventory) | |
| Process Shipment : | Process Shipment (Update Inventory) | |
| Processed: | A confirmation that the associated documents or requests are processed. | |
| Project: | A defined task or undertaking | |
| Sales Campaign: | An advertising effort aimed at increasing sales. | |
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Sales Representative: | The person in charge of carry out an order. | |
| Sales Transaction: | An indication that a transfer of goods and money between business partners is occurring. | |
| Send EMail: | Enable sending Document EMail | |
| Ship Date: | Shipment Date/Time | |
| Shipment/Receipt: | The document number for identifying an act of sending or receiving goods. | |
| Shipping Company: | The name of the company making the shipment. | |
| Tracking No: | Number to track the shipment | |
| Trx Organization: | The organization which performs or initiates the transaction. | |
| Update Attributes from Shipment: | Update attributes from shipment | |
| User/Contact: | An acquaintance to reach for information related to the business partner. | |
| Warehouse / Service Point: | The location where products arrive to or are sent from. | |
| 1st Dimensinon: | A display of optional elements that are previously defined for this account combination. | |
| 2nd Dimension: | A display of optional elements that are previously defined for this account combination. |
Lines
Add or see products which are included in your shipment. Each product is shown on its own line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Attribute Set Value: | An attribute associated with a product as part of an attribute set. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Description Only: | if true, the line is just description and no transaction | |
| Line No.: | A line stating the position of this request in the document. | |
| Lot: | A group of identical or similar items organized and placed into inventory under one number. | |
| Movement Quantity: | The number of items being moved from one location to another. | |
| Order Quantity: | The number of a certain item involved in the transaction, shown in units which differ from the standard UOM. | |
| Order UOM: | The unit of measure being used for the request. | |
| Organization: | Organizational entity within client | |
| Product: | An item produced by a process. | |
| Re-invoice: | An indication that a transaction may be invoiced to a business partner. | |
| Sales Order Line: | A unique and often automatically generated identifier for a sales order line. | |
| Serial No.: | An attribute used as a unique identifier for a product. | |
| Shipment/Receipt: | The document number for identifying an act of sending or receiving goods. | |
| Shipment/Receipt Line: | A statement displaying one item, charge, or movement in a shipment/receipt. | |
| Storage Bin: | A set of coordinates (x, y, z) which help locate an item in a warehouse. | |
| UOM: | A non monetary unit of measure. |
Create Shipments from Orders
Create shipments for all processed sales orders that fit the criteria and the parameters specified.
Mass Shipment Creation
Create shipments for all processed sales orders that fit the criteria for a shipment.
Sales Invoice
Create and edit sales invoices for your customers.
What is a Sales Invoice?
An itemized statements or written accounts of goods sold. They indicate the quantity and price of each piece of merchandise shipped. It is the process of checking the expected invoice versus the one received by the supplier. Some companies have a process where the provider automatically invoices the customer.
Keep in Mind:
- Depending on the state of the document, Processed, Posted, ... Some fields of the document will appear as read only in order to prevent the user to modify the values. At the database level there is a trigger that prevents the modification of some fields depending on document's state.
Header
Create and edit customer invoices.
Fields:
| Accounting Date: | The date this transaction is recorded in the general ledger. | |
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Activity: | A distinct activity defined and used in activity based management. | |
| Approved: | Indicates if this document requires approval | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Charge: | A cost or expense incurred during business activity. | |
| Charge amount: | The amount of a cost or expense incurred during business activity. | |
| Client: | Client for this installation. | |
| Copy Lines: | Copy Lines from other Invoice | |
| Create Lines from: | An addition of statements from pre-existing documents. | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Date printed: | Date the document was printed. | |
| Days till due: | Number of days left for the next due date. | |
| Description: | A space to write additional related information. | |
| Document No.: | An often automatically generated identifier for all documents. | |
| Document Status: | A specified position resulting from processes which have/have not been executed. | |
| Document Type: | A value defining what sequence and process setup are used to handle this document. | |
| Due amount: | Total amount due. | |
| Form of Payment: | The method used to pay the request. | |
| Generate Receipt from Invoice: | Create and process delivery Receipt from this invoice. The invoice should be correct and completed. | |
| Grand Total Amount: | The final monetary amount (including taxes) charge listed in a document. | |
| Invoice: | A document listing products, quantities and prices, payment terms, etc. | |
| Invoice Date: | The time listed on the invoice. | |
| Last Calculated on Date: | Last Calculated On Date for payment monitor. | |
| Order Date: | The time listed on the order. | |
| Order Reference: | A reference or document order number as listed in business partner application. | |
| Organization: | Organizational entity within client | |
| Outstanding amount: | Amount pending to be paid. | |
| Partner Address: | The location of the selected business partner. | |
| Payment Complete: | A confirmation stating whether the request has been closed through a monetary transaction. | |
| Payment Terms: | The setup and timing defined to complete a specified payment. | |
| Posted: | An accounting status noting if a specified transaction was added to the general ledger. | |
| Price includes Tax: | Tax is included in the price | |
| Price List: | A catalog of selected items with prices defined generally or for a specific partner. | |
| Print: | A reference stating whether or not the document has been printed at any time in the past. | |
| Print Discount: | An option to have any discount printed on the invoice. | |
| Process Invoice: | ||
| Process Invoice: | ||
| Processed: | A confirmation that the associated documents or requests are processed. | |
| Project: | A defined task or undertaking | |
| Sales Campaign: | An advertising effort aimed at increasing sales. | |
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Sales Representative: | The person in charge of carry out an order. | |
| Sales Transaction: | An indication that a transfer of goods and money between business partners is occurring. | |
| Self-Service: | This is a Self-Service entry or this entry can be changed via Self-Service | |
| Send EMail: | Enable sending Document EMail | |
| Summed Line Amount: | The final sum of all line totals made to a specified document or transaction (not including taxes). | |
| Total paid: | Total amount paid. | |
| Transaction Document Type: | The specific document type which should be used for a specified transaction. | |
| Transferred: | Transferred to General Ledger (i.e. accounted) | |
| Trx Organization: | The organization which performs or initiates the transaction. | |
| Update payment monitor: | Updates payment monitor information. Total paid, Outstanding Amount, Days till due, Due amount, Payment Complete and Last Calculated On Date fields. | |
| User/Contact: | An acquaintance to reach for information related to the business partner. | |
| 1st Dimensinon: | A display of optional elements that are previously defined for this account combination. | |
| 2nd Dimension: | A display of optional elements that are previously defined for this account combination. |
Lines
Add products to be included in your invoice. Each product is added by creating a line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Asset: | An item which is owned and exchangeable for cash. | |
| Attribute Set Value: | An attribute associated with a product as part of an attribute set. | |
| Charge: | A cost or expense incurred during business activity. | |
| Charge amount: | The amount of a cost or expense incurred during business activity. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Description Only: | if true, the line is just description and no transaction | |
| Invoice: | A document listing products, quantities and prices, payment terms, etc. | |
| Invoice discount: | ||
| Invoice Line: | A statement displaying one item or charge in an invoice. | |
| Invoice Quantity: | The total number of a product included in an invoice to a business partner. | |
| Line Net Amount : | The final amount of a specified line, based only on quantities and prices. | |
| Line No.: | A line stating the position of this request in the document. | |
| List Price: | The official price of a product in a specified currency. | |
| Order Quantity: | The number of a certain item involved in the transaction, shown in units which differ from the standard UOM. | |
| Order UOM: | The unit of measure being used for the request. | |
| Organization: | Organizational entity within client | |
| Price Adjustment: | The ability to raise or lower prices. | |
| Price Limit: | The lowest price a specified item may be sold for. | |
| Product: | An item produced by a process. | |
| Project Line: | Task or step in a project | |
| Resource Assignment: | Resource Assignment | |
| Sales Order Line: | A unique and often automatically generated identifier for a sales order line. | |
| Shipment/Receipt Line: | A statement displaying one item, charge, or movement in a shipment/receipt. | |
| Standard Price: | The regular or normal price of a product in the respective price list. | |
| Tax: | The percentage of money requested by the government for this specified product or transaction. | |
| Tax Amount: | The total sum of money requested by the government of the specified transaction. | |
| Unit Price: | The price that will be paid for a specified item. | |
| UOM: | A non monetary unit of measure. |
Line Tax
View taxes applied to your invoice line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Invoice Line: | The Invoice Line uniquely identifies a single line of an Invoice. | |
| Tax: | The Tax indicates the type of tax for this document line. | |
| Tax Amount: | The total sum of money requested by the government of the specified transaction line. | |
| Taxable Amount: | The Tax Base Amount indicates the base amount used for calculating the tax amount. |
Payment
Create an obligation for accounting to expect to receive all or part of your Invoice amount in advance.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Amount: | A monetary total. | |
| Bank Account: | A monetary account of funds held in a recognized banking institution. | |
| Bank statement line: | A statement displaying one transaction in the bank statement. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Cancel processed: | Cancel processed | |
| Cancelled Settlement No.: | The settlement used to cancel the corresponding payment. | |
| Cash Book: | A document used to manage all cash transactions. | |
| Cash Journal Line: | A statement displaying one transaction in the cash journal. | |
| Change Debt Payment: | Take this Debt/Payment out of the settlement | |
| Client: | Client for this installation. | |
| C_Settlement_Generate_ID: | Settlement generate | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Description: | A space to write additional related information. | |
| Due Date: | The date when a specified request must be carried out by. | |
| Form of Payment: | The method used to pay the request. | |
| Generate_Processed: | Generate Processed | |
| Invoice: | A document listing products, quantities and prices, payment terms, etc. | |
| Is Automatic Generated: | It is automatically generated | |
| Manual: | A task or process completed directly by the user, not automatically by the application. | |
| Organization: | Organizational entity within client | |
| Payment: | A obligation to pay or a right to collect for a specified item or service. | |
| Payment Complete: | A confirmation stating whether the request has been closed through a monetary transaction. | |
| Project: | A defined task or undertaking | |
| Receipt: | A confirmation stating whether the request has been closed through receipt of a monetary transaction. | |
| Status: | A defined state or position of a payment. | |
| Valid: | A confirmation that something is correct. | |
| Write-off Amount: | A monetary sum that can be deducted from tax obligations. |
Price Adjustments
View applied price adjustments for each order line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Adjusted Price: | The price to be offered after discounts or price increases. | |
| Client: | Client for this installation. | |
| Invoice Line: | A statement displaying one item or charge in an invoice. | |
| Invoice Line Offer: | Offers applied to the invoice line. | |
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Price Adjustment: | The ability to raise or lower prices. | |
| Price Adjustment Amt.: | The amount by which this price is raised or lowered. |
Tax
Edit taxes applied to your invoice.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| C_InvoiceTax_ID: | ||
| Client: | Client for this installation. | |
| Invoice: | A document listing products, quantities and prices, payment terms, etc. | |
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Recalculate: | Recalculate tax | |
| Tax: | The percentage of money requested by the government for this specified product or transaction. | |
| Tax Amount: | The total sum of money requested by the government of the specified transaction. | |
| Taxable Amount: | The total sum on which taxes are added. |
Create Invoices from Orders
Create invoices for all processed sales orders/goods shipments that have not been invoiced.
Mass Invoice Creation
Create invoices for all processed sales orders/goods shipments that have not still been invoiced.criteria.
Print Invoices
File:PrintInvoices240.jpg
View larger
Create a PDF file and print the invoices based on defined parameters.
Commission Payment
Create commissions and create corresponding invoices.
Commission Amount
Edit individual sales order lines that yielded a selected commission.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Actual Quantity: | The actual quantity | |
| Client: | Client for this installation. | |
| Commission Amount: | Generated Commission Amount | |
| Commission Amount: | Commission Amount | |
| Commission Line: | Commission Line | |
| Commission Run: | Commission Run or Process | |
| Converted Amount: | The monetary sum at which one unit of measure is changed to another. | |
| Organization: | Organizational entity within client |
Commission Details
Create and edit the calculation and invoicing of sales commission.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Actual Amount: | The actual amount | |
| Actual Quantity: | The actual quantity | |
| Client: | Client for this installation. | |
| Comments: | A space to write additional related information. | |
| Commission Amount: | Generated Commission Amount | |
| Commission Detail: | Supporting information for Commission Amounts | |
| Converted Amount: | The monetary sum at which one unit of measure is changed to another. | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Invoice Line: | A statement displaying one item or charge in an invoice. | |
| Organization: | Organizational entity within client | |
| Reference: | The data type of this field. | |
| Sales Order Line: | A unique and often automatically generated identifier for a sales order line. |
Commission Payment
Create and edit a new commission payment.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Commission: | Commission Identifier | |
| Commission Run: | Commission Run or Process | |
| Create Invoice: | Create Invoice from Commission Calculation | |
| Description: | A space to write additional related information. | |
| Document No.: | An often automatically generated identifier for all documents. | |
| Grand Total Amount: | The final monetary amount (including taxes) charge listed in a document. | |
| Invoice: | A document listing products, quantities and prices, payment terms, etc. | |
| Organization: | Organizational entity within client | |
| Processed: | A confirmation that the associated documents or requests are processed. | |
| Start Date: | A parameter stating when a specified request will begin. |
Move Sales Orders among Organizations
Create sales orders movements among your predefined organizations.
Analysis Tools
Sales Dimensional Report
Create sales reports for a defined time period. Add dimensions and filters to view, order, and compare information according to your analysis needs.
Shipments Dimensional Report
Create shipment reports for a defined time period. Add dimensions and filters to view, order, and compare information according to your analysis needs.
Sales Invoice Dimensional Report
Create sales invoice reports for a defined time period. Add dimensions and filters to view, order, and compare information according to your analysis needs.
Applied Invoice Discounts
Create a report showing discounts applied to selected business partners during a specified time period.
Order Returns Dimensional Report
Create reports related to order returns for a defined time period. Add dimensions and filters to view, order, and compare information according to your analysis needs.
Sales Order Report
Create report showing purchase orders from a specified time period.
Invoiced Sales Orders Report
Create a report showing sales orders that have been invoiced.
Non-Invoiced Orders Report
Create a report showing all sales orders that have not been invoiced.
Delivered Sales Order Report
Create a report showing the sales orders that have been delivered.
Shipments Report
Create a report showing goods shipments registered in the application.
Customer Invoice Report
Create a report showing sales invoices for a specified time period.
Invoice Details
Create a report showing sales invoices with all details for a specified time period.
Setup
Sales Region
Create sales regions to be used in sales operations.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Default: | A value that is shown whenever a record is created. | |
| Description: | A space to write additional related information. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Sales Region: | A defined section of the world where sales efforts will be focused. | |
| Sales Representative: | The person in charge of carry out an order. | |
| Search Key: | A fast method for finding a particular record. | |
| Summary Level: | A means of grouping fields in order to view or hide additional information. |
Commission
Define how and when you want commissions to be calculated and to whom they are to be paid.
Keep in Mind:
- The commissions can be applied to a business partner, a business partner group, a product, and/or group of products. Also a sales region or organization can have a designed or associated commission level.
Header
Define a sales commission to be used in the sales process.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner / Sales Rep: | Identifies a Business Partner (Sales Rep) receiving the Commission | |
| Calculation Basis: | Basis for the calculation the commission | |
| Client: | Client for this installation. | |
| Commission: | Commission Identifier | |
| Copy Lines: | Copy Commission Lines from other Commission | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Description: | A space to write additional related information. | |
| Frequency Type: | Frequency of event | |
| Generate Commission: | Generate Commission | |
| Invoice Product: | Product, Service, Item | |
| Last Run Date: | The last specific time the process or task was run. | |
| List Details: | List document details | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client |
Lines
Edit the selected commission amount.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Business Partner Category: | A classification of business partners based on defined similarities. | |
| Client: | Client for this installation. | |
| Commission: | Commission Identifier | |
| Commission Line: | Commission Line | |
| Commission only specified Orders: | Commission only Orders or Invoices, where this Sales Rep is entered | |
| Description: | A space to write additional related information. | |
| Line No.: | A line stating the position of this request in the document. | |
| Multiplier Amount: | Multiplier Amount for generating commissions | |
| Multiplier Quantity: | Value to multiply quantities by for generating commissions. | |
| Organization: | Organizational entity within client | |
| Organization: | Organizational entity within client | |
| Positive only: | Do not generate negative commissions | |
| Product: | An item produced by a process. | |
| Product Category: | A classification of items based on similar characteristics or attributes. | |
| Sales Region: | A defined section of the world where sales efforts will be focused. | |
| Subtract Amount: | Subtract Amount for generating commissions | |
| Subtract Quantity: | Quantity to subtract when generating commissions |
Sales Channel
Create specific sales channels to be used in sales operations.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Channel: | Sales Channel | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client |
Sales Campaign
Create specific sales campaigns to be used in sales operations.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Channel: | Sales Channel | |
| Client: | Client for this installation. | |
| Costs: | Costs in accounting currency | |
| Description: | A space to write additional related information. | |
| Ending Date: | A parameter stating when a specified request will end. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Sales Campaign: | An advertising effort aimed at increasing sales. | |
| Search Key: | A fast method for finding a particular record. | |
| Start Date: | A parameter stating when a specified request will begin. |
External Point of Sales
Define and synchonize Openbravo to your points of sales and their respective attributes.
External Point of Sales
Define points of sales and their associated attributes.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Document Type: | A value defining what sequence and process setup are used to handle this document. | |
| External POS: | External Point of Sales | |
| Include Product: | Include product | |
| Include Product Category: | Include Product Category | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Price List: | A catalog of selected items with prices defined generally or for a specific partner. | |
| Sales Representative: | The person in charge of carry out an order. | |
| Search Key: | A fast method for finding a particular record. | |
| Shipping Company: | The name of the company making the shipment. | |
| Warehouse / Service Point: | The location where products arrive to or are sent from. |
Product Categories
Add product categories to be transferred to the point of sales.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| C_Externalpos_Category_ID: | ||
| Client: | Client for this installation. | |
| External POS: | External Point of Sales | |
| Organization: | Organizational entity within client | |
| Product Category: | A classification of items based on similar characteristics or attributes. |
Products
Add products to be transferred to the point of sales.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| C_Externalpos_Product_ID: | ||
| Client: | Client for this installation. | |
| External POS: | External Point of Sales | |
| Organization: | Organizational entity within client | |
| Product: | An item produced by a process. |