Template:Sales Order (Window ID-143 V1.0.0)

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.

Process Parameteres

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.

Process Parameteres

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.

Process Parameteres

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:

Process Parameteres

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

Process Parameteres

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