Sales Order (Window ID-143)

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Table of Contents

Window: Sales Order

Description: Enter and change sales orders

Help: The Order Window allows you to enter and modify Sales Orders.

Tab: Order

Description: Order Header

Help: The Order Header Tab defines the parameters of an Order. Changing the Organization, Business Partner, Warehouse, Date Promised, etc. changes these values on all the lines.

Sales Order - Order - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_Order.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. C_Order.AD_Org_ID
numeric(10)
Table Direct
Document No Document sequence number of the document The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".

If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order).

C_Order.DocumentNo
character varying(30)
String
Order Reference Transaction Reference Number (Sales Order, Purchase Order) of your Business Partner The business partner order reference is the order reference for this specific transaction; Often Purchase Order numbers are given to print on Invoices for easier reference. A standard number can be defined in the Business Partner (Customer) window. C_Order.POReference
character varying(20)
String
Description Optional short description of the record A description is limited to 255 characters. C_Order.Description
character varying(255)
Text
Target Document Type Target document type for conversing documents You can convert document types (e.g. from Offer to Order or Invoice). The conversion is then reflected in the current type. This processing is initiated by selecting the appropriate Document Action. C_Order.C_DocTypeTarget_ID
numeric(10)
Table
Self-Service This is a Self-Service entry or this entry can be changed via Self-Service Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality. C_Order.IsSelfService
character(1)
Yes-No
Date Ordered Date of Order Indicates the Date an item was ordered. C_Order.DateOrdered
timestamp without time zone
Date
Date Promised Date Order was promised The Date Promised indicates the date, if any, that an Order was promised for. C_Order.DatePromised
timestamp without time zone
Date
Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_Order.C_BPartner_ID
numeric(10)
Search
Invoice Partner Business Partner to be invoiced If empty the shipment business partner will be invoiced C_Order.Bill_BPartner_ID
numeric(10)
Table
Partner Location Identifies the (ship to) address for this Business Partner The Partner address indicates the location of a Business Partner C_Order.C_BPartner_Location_ID
numeric(10)
Table Direct
Invoice Location Business Partner Location for invoicing C_Order.Bill_Location_ID
numeric(10)
Table
User/Contact User within the system - Internal or Business Partner Contact The User identifies a unique user in the system. This could be an internal user or a business partner contact C_Order.AD_User_ID
numeric(10)
Table Direct
Invoice Contact Business Partner Contact for invoicing C_Order.Bill_User_ID
numeric(10)
Table
Delivery Rule Defines the timing of Delivery The Delivery Rule indicates when an order should be delivered. For example should the order be delivered when the entire order is complete, when a line is complete or as the products become available. C_Order.DeliveryRule
character(1)
List
Priority Priority of a document The Priority indicates the importance (high, medium, low) of this document C_Order.PriorityRule
character(1)
List
Warehouse Storage Warehouse and Service Point The Warehouse identifies a unique Warehouse where products are stored or Services are provided. C_Order.M_Warehouse_ID
numeric(10)
Table Direct
Drop Shipment Drop Shipments are sent from the Vendor directly to the Customer Drop Shipments do not cause any Inventory reservations or movements as the Shipment is from the Vendor's inventory. The Shipment of the Vendor to the Customer must be confirmed. C_Order.IsDropShip
character(1)
Yes-No
Drop Ship Business Partner Business Partner to ship to If empty the business partner will be shipped to. C_Order.DropShip_BPartner_ID
numeric(10)
Search
Drop Shipment Location Business Partner Location for shipping to C_Order.DropShip_Location_ID
numeric(10)
Table
Drop Shipment Contact Business Partner Contact for drop shipment C_Order.DropShip_User_ID
numeric(10)
Table
Delivery Via How the order will be delivered The Delivery Via indicates how the products should be delivered. For example, will the order be picked up or shipped. C_Order.DeliveryViaRule
character(1)
List
Shipper Method or manner of product delivery The Shipper indicates the method of delivering product C_Order.M_Shipper_ID
numeric(10)
Table
Freight Cost Rule Method for charging Freight The Freight Cost Rule indicates the method used when charging for freight. C_Order.FreightCostRule
character(1)
List
Freight Category Category of the Freight Freight Categories are used to calculate the Freight for the Shipper selected C_Order.M_FreightCategory_ID
numeric(10)
Table Direct
Freight Amount Freight Amount The Freight Amount indicates the amount charged for Freight in the document currency. C_Order.FreightAmt
numeric
Amount
Priviledged Rate C_Order.IsPriviledgedRate
character(1)
Yes-No
Online Shipping Sales Order Rate Inquiry C_Order.ShippingRateInquiry
character(1)
Button
Invoice Rule Frequency and method of invoicing The Invoice Rule defines how a Business Partner is invoiced and the frequency of invoicing. C_Order.InvoiceRule
character(1)
List
Price List Unique identifier of a Price List Price Lists are used to determine the pricing, margin and cost of items purchased or sold. C_Order.M_PriceList_ID
numeric(10)
Table Direct
Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record C_Order.C_Currency_ID
numeric(10)
Table Direct
Currency Type Currency Conversion Rate Type The Currency Conversion Rate Type lets you define different type of rates, e.g. Spot, Corporate and/or Sell/Buy rates. C_Order.C_ConversionType_ID
numeric(10)
Table Direct
Sales Representative Sales Representative or Company Agent The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user. C_Order.SalesRep_ID
numeric(10)
Table
Discount Printed Print Discount on Invoice and Order The Discount Printed Checkbox indicates if the discount will be printed on the document. C_Order.IsDiscountPrinted
character(1)
Yes-No
Charge Additional document charges The Charge indicates a type of Charge (Handling, Shipping, Restocking) C_Order.C_Charge_ID
numeric(10)
Table
Charge amount Charge Amount The Charge Amount indicates the amount for an additional charge. C_Order.ChargeAmt
numeric
Amount
Payment Rule How you pay the invoice The Payment Rule indicates the method of invoice payment. C_Order.PaymentRule
character(1)
Payment
Payment Term The terms of Payment (timing, discount) Payment Terms identify the method and timing of payment. C_Order.C_PaymentTerm_ID
numeric(10)
Table Direct
Promotion Code User entered promotion code at sales time If present, user entered the promotion code at sales time to get this promotion C_Order.PromotionCode
character varying(30)
String
Project Financial Project A Project allows you to track and control internal or external activities. C_Order.C_Project_ID
numeric(10)
Table Direct
Activity Business Activity Activities indicate tasks that are performed and used to utilize Activity based Costing C_Order.C_Activity_ID
numeric(10)
Table Direct
Campaign Marketing Campaign The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign. C_Order.C_Campaign_ID
numeric(10)
Table Direct
Trx Organization Performing or initiating organization The organization which performs or initiates this transaction (for another organization). The owning Organization may not be the transaction organization in a service bureau environment, with centralized services, and inter-organization transactions. C_Order.AD_OrgTrx_ID
numeric(10)
Table
User Element List 1 User defined list element #1 The user defined element displays the optional elements that have been defined for this account combination. C_Order.User1_ID
numeric(10)
Table
User Element List 2 User defined list element #2 The user defined element displays the optional elements that have been defined for this account combination. C_Order.User2_ID
numeric(10)
Table
Total Lines Total of all document lines The Total amount displays the total of all lines in document currency C_Order.TotalLines
numeric
Amount
Grand Total Total amount of document The Grand Total displays the total amount including Tax and Freight in document currency C_Order.GrandTotal
numeric
Amount
Document Status The current status of the document The Document Status indicates the status of a document at this time. If you want to change the document status, use the Document Action field C_Order.DocStatus
character(2)
List
Document Type Document type or rules The Document Type determines document sequence and processing rules C_Order.C_DocType_ID
numeric(10)
Table Direct
Pay Schedule valid Is the Payment Schedule is valid Payment Schedules allow to have multiple due dates. C_Order.IsPayScheduleValid
character(1)
Yes-No
Copy Lines Copy Lines from other Order C_Order.CopyFrom
character(1)
Button
Process Order C_Order.DocAction
character(2)
Button
Order Source C_Order.C_OrderSource_ID
numeric(10)
Table Direct
Posted Posting status The Posted field indicates the status of the Generation of General Ledger Accounting Lines C_Order.Posted
character(1)
Button
Cash Plan Line C_Order.C_CashPlanLine_ID
numeric(10)
Search
Quotation Quotation used for generating this order C_Order.QuotationOrder_ID
numeric(10)
Search

Tab: Order Line

Description: Order Line

Help: The Order Line Tab defines the individual line items that comprise an Order.

Sales Order - Order Line - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_OrderLine.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. C_OrderLine.AD_Org_ID
numeric(10)
Table Direct
Order Order The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled. C_OrderLine.C_Order_ID
numeric(10)
Search
Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_OrderLine.C_BPartner_ID
numeric(10)
Search
Partner Location Identifies the (ship to) address for this Business Partner The Partner address indicates the location of a Business Partner C_OrderLine.C_BPartner_Location_ID
numeric(10)
Table Direct
Date Promised Date Order was promised The Date Promised indicates the date, if any, that an Order was promised for. C_OrderLine.DatePromised
timestamp without time zone
Date
Date Ordered Date of Order Indicates the Date an item was ordered. C_OrderLine.DateOrdered
timestamp without time zone
Date
Line No Unique line for this document Indicates the unique line for a document. It will also control the display order of the lines within a document. C_OrderLine.Line
numeric(10)
Integer
Warehouse Storage Warehouse and Service Point The Warehouse identifies a unique Warehouse where products are stored or Services are provided. C_OrderLine.M_Warehouse_ID
numeric(10)
Table
Product Product, Service, Item Identifies an item which is either purchased or sold in this organization. C_OrderLine.M_Product_ID
numeric(10)
Search
Charge Additional document charges The Charge indicates a type of Charge (Handling, Shipping, Restocking) C_OrderLine.C_Charge_ID
numeric(10)
Table Direct
Attribute Set Instance Product Attribute Set Instance The values of the actual Product Attribute Instances. The product level attributes are defined on Product level. C_OrderLine.M_AttributeSetInstance_ID
numeric(10)
Product Attribute
Resource Assignment Resource Assignment C_OrderLine.S_ResourceAssignment_ID
numeric(10)
Assignment
Description Optional short description of the record A description is limited to 255 characters. C_OrderLine.Description
character varying(255)
Text
Quantity The Quantity Entered is based on the selected UoM The Quantity Entered is converted to base product UoM quantity C_OrderLine.QtyEntered
numeric
Quantity
UOM Unit of Measure The UOM defines a unique non monetary Unit of Measure C_OrderLine.C_UOM_ID
numeric(10)
Table Direct
Ordered Quantity Ordered Quantity The Ordered Quantity indicates the quantity of a product that was ordered. C_OrderLine.QtyOrdered
numeric
Quantity
Delivered Quantity Delivered Quantity The Delivered Quantity indicates the quantity of a product that has been delivered. C_OrderLine.QtyDelivered
numeric
Quantity
Reserved Quantity Reserved Quantity The Reserved Quantity indicates the quantity of a product that is currently reserved. C_OrderLine.QtyReserved
numeric
Quantity
Quantity Invoiced Invoiced Quantity The Invoiced Quantity indicates the quantity of a product that have been invoiced. C_OrderLine.QtyInvoiced
numeric
Quantity
Shipper Method or manner of product delivery The Shipper indicates the method of delivering product C_OrderLine.M_Shipper_ID
numeric(10)
Table
Price Price Entered - the price based on the selected/base UoM The price entered is converted to the actual price based on the UoM conversion C_OrderLine.PriceEntered
numeric
Costs+Prices
Unit Price Actual Price The Actual or Unit Price indicates the Price for a product in source currency. C_OrderLine.PriceActual
numeric
Costs+Prices
List Price List Price The List Price is the official List Price in the document currency. C_OrderLine.PriceList
numeric
Costs+Prices
Freight Amount Freight Amount The Freight Amount indicates the amount charged for Freight in the document currency. C_OrderLine.FreightAmt
numeric
Amount
Tax Tax identifier The Tax indicates the type of tax used in document line. C_OrderLine.C_Tax_ID
numeric(10)
Table Direct
Discount % Discount in percent The Discount indicates the discount applied or taken as a percentage. C_OrderLine.Discount
numeric
Number
Project Financial Project A Project allows you to track and control internal or external activities. C_OrderLine.C_Project_ID
numeric(10)
Table Direct
Activity Business Activity Activities indicate tasks that are performed and used to utilize Activity based Costing C_OrderLine.C_Activity_ID
numeric(10)
Table Direct
Campaign Marketing Campaign The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign. C_OrderLine.C_Campaign_ID
numeric(10)
Table Direct
Trx Organization Performing or initiating organization The organization which performs or initiates this transaction (for another organization). The owning Organization may not be the transaction organization in a service bureau environment, with centralized services, and inter-organization transactions. C_OrderLine.AD_OrgTrx_ID
numeric(10)
Table
User Element List 1 User defined list element #1 The user defined element displays the optional elements that have been defined for this account combination. C_OrderLine.User1_ID
numeric(10)
Table
User Element List 2 User defined list element #2 The user defined element displays the optional elements that have been defined for this account combination. C_OrderLine.User2_ID
numeric(10)
Table
Line Amount Line Extended Amount (Quantity * Actual Price) without Freight and Charges Indicates the extended line amount based on the quantity and the actual price. Any additional charges or freight are not included. The Amount may or may not include tax. If the price list is inclusive tax, the line amount is the same as the line total. C_OrderLine.LineNetAmt
numeric
Amount
Lost Sales Qty Quantity of potential sales When an order is closed and there is a difference between the ordered quantity and the delivered (invoiced) quantity is the Lost Sales Quantity. Note that the Lost Sales Quantity is 0 if you void an order, so close the order if you want to track lost opportunities. [Void = data entry error - Close = the order is finished] C_OrderLine.QtyLostSales
numeric
Quantity
Processed The document has been processed The Processed checkbox indicates that a document has been processed. C_OrderLine.Processed
character(1)
Yes-No
OrderLine Create Shipment Create Shipment for single ordered product C_OrderLine.CreateShipment
character(1)
Button
OrderLine Create Production Create Production Header and Plan for single ordered product C_OrderLine.CreateProduction
character(1)
Button

Tab: Order Tax

Description: Order Tax

Help: The Order Tax Tab displays the tax amount for an Order based on the lines entered.

Sales Order - Order Tax - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_OrderTax.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. C_OrderTax.AD_Org_ID
numeric(10)
Table Direct
Order Order The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled. C_OrderTax.C_Order_ID
numeric(10)
Search
Tax Tax identifier The Tax indicates the type of tax used in document line. C_OrderTax.C_Tax_ID
numeric(10)
Table Direct
Tax Provider C_OrderTax.C_TaxProvider_ID
numeric(10)
Table Direct
Tax Amount Tax Amount for a document The Tax Amount displays the total tax amount for a document. C_OrderTax.TaxAmt
numeric
Amount
Tax base Amount Base for calculating the tax amount The Tax Base Amount indicates the base amount used for calculating the tax amount. C_OrderTax.TaxBaseAmt
numeric
Amount
Price includes Tax Tax is included in the price The Tax Included checkbox indicates if the prices include tax. This is also known as the gross price. C_OrderTax.IsTaxIncluded
character(1)
Yes-No

Tab: Payment Schedule

Description: Order Payment Schedule

Help:

Sales Order - Payment Schedule - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_OrderPaySchedule.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. C_OrderPaySchedule.AD_Org_ID
numeric(10)
Table Direct
Order Order The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled. C_OrderPaySchedule.C_Order_ID
numeric(10)
Search
Payment Schedule Payment Schedule Template Information when parts of the payment are due C_OrderPaySchedule.C_PaySchedule_ID
numeric(10)
Table Direct
Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

C_OrderPaySchedule.IsActive
character(1)
Yes-No
Due Date Date when the payment is due Date when the payment is due without deductions or discount C_OrderPaySchedule.DueDate
timestamp without time zone
Date
Amount due Amount of the payment due Full amount of the payment due C_OrderPaySchedule.DueAmt
numeric
Amount
Discount Date Last Date for payments with discount Last Date where a deduction of the payment discount is allowed C_OrderPaySchedule.DiscountDate
timestamp without time zone
Date
Discount Amount Calculated amount of discount The Discount Amount indicates the discount amount for a document or line. C_OrderPaySchedule.DiscountAmt
numeric
Amount
Validate Validate Payment Schedule C_OrderPaySchedule.Processing
character(1)
Button
Valid Element is valid The element passed the validation check C_OrderPaySchedule.IsValid
character(1)
Yes-No

Tab: POS Payment

Description:

Help:

File:Sales Order - POS Payment - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_POSPayment.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. C_POSPayment.AD_Org_ID
numeric(10)
Table Direct
Order Order The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled. C_POSPayment.C_Order_ID
numeric(10)
Search
Payment Payment identifier The Payment is a unique identifier of this payment. C_POSPayment.C_Payment_ID
numeric(10)
Search
POS Tender Type C_POSPayment.C_POSTenderType_ID
numeric(10)
Table Direct
Tender type Method of Payment The Tender Type indicates the method of payment (ACH or Direct Deposit, Credit Card, Check, Direct Debit) C_POSPayment.TenderType
character(1)
List
Payment amount Amount being paid Indicates the amount this payment is for. The payment amount can be for single or multiple invoices or a partial payment for an invoice. C_POSPayment.PayAmt
numeric
Amount
Account Name Name on Credit Card or Account holder The Name of the Credit Card or Account holder. C_POSPayment.A_Name
character varying(60)
String
Routing No Bank Routing Number The Bank Routing Number (ABA Number) identifies a legal Bank. It is used in routing checks and electronic transactions. C_POSPayment.RoutingNo
character varying(20)
String
Check No Check Number The Check Number indicates the number on the check. C_POSPayment.CheckNo
character varying(20)
String
Account No Account Number The Account Number indicates the Number assigned to this bank account. C_POSPayment.AccountNo
character varying(20)
String
Micr Combination of routing no, account and check no The Micr number is the combination of the bank routing number, account number and check number C_POSPayment.Micr
character varying(20)
String
Post Dated C_POSPayment.IsPostDated
character(1)
Yes-No
Date Promised Date Order was promised The Date Promised indicates the date, if any, that an Order was promised for. C_POSPayment.DatePromised
timestamp without time zone
Date
Check Status C_POSPayment.CheckStatus
character(1)
List
Credit Card Credit Card (Visa, MC, AmEx) The Credit Card drop down list box is used for selecting the type of Credit Card presented for payment. C_POSPayment.CreditCardType
character(1)
List
Number Credit Card Number The Credit Card number indicates the number on the credit card, without blanks or spaces. C_POSPayment.CreditCardNumber
character varying(20)
String
Voice authorization code Voice Authorization Code from credit card company The Voice Authorization Code indicates the code received from the Credit Card Company. C_POSPayment.VoiceAuthCode
character varying(20)
String
Deposit Group C_POSPayment.DepositGroup
character varying(20)
String
Comment/Help Comment or Hint The Help field contains a hint, comment or help about the use of this item. C_POSPayment.Help
character varying(2000)
Text
Processed The document has been processed The Processed checkbox indicates that a document has been processed. C_POSPayment.Processed
character(1)
Yes-No
Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

C_POSPayment.IsActive
character(1)
Yes-No


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