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Sales order field descriptions

General Sales Order Information (In the top section of the screen)

SO Date

The date of record for the sales order. Requires proper formatting (mm/dd/yyyy).

Ordered by

The person who placed the order.

Due date

The date the sales order is due.

Partial Shipment Allowed

Whether you allow part of the sales order to be shipped. If this box is not checked, the sales order must be shipped in its entirety or not at all.

Priority

The priority for the sales order.

Shipments you create from this sales order inherit the priority, although you can change it on the shipment.

This field is sorted in lexicographical order, so note that in order to have priority "1" documents listed first, enter "01" in this field.

Status

The state of the sales order. Values include:

  • Saved - This state indicates the sales order has been created. From this status, you can edit, copy, dispatch, ship, or cancel a sales order.
  • Approved - This state indicates the sales order is dispatched for fulfillment. From this status, it is no longer editable. (You can undispatch the order if you need to edit it again.) You can ship or cancel it from here.
  • In Progress - This state indicates that the sales order is ready to be shipped. From this status, you can ship additional items, close the sales order, or cancel the remaining sales order. You can also void already shipped items from the shipments against this sales order.
  • Closed - The state indicates that all the sales order items have been shipped, or the sales order has been manually closed before all items were shipped. When the last item on the sales order is shipped, the sales order is automatically closed. From this status, you can reopen a sales order.
  • Cancelled - The order has been cancelled. No more actions can be taken on the sales order.

Wave #

Alphanumeric ID for this set of work, generated by the system when this set of work is initiated. A sales order becomes part of a set of work when it is: batch shipped; included in a Pick to Staging Wave; or included in a Pick/Pack Wave.

Unique in the tenant. All documents involved in fulfilling this set of work have the same Wave #. For a batch of shipments, this includes: the sales orders and the shipments. For a Pick to Staging Wave, this includes: the sales orders, the pick plan, and the pick tickets. For a Pick/Pack Wave, this includes: the sales orders, the pack plan, the bills of lading, the pick plan, and the pick tickets.

Owner

Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the SO. Enter only if applicable. Type in a full or partial name to lookup an owner from your company's Business Affiliates. More info...

If you enter an Owner on the SO, then all of the other business affiliates on the document must have a Business Affiliate Owner that is either not set or is set to the Owner on the SO, and all of the sales order items must have an item master Owner that is either not set or is set to the Owner on the SO.

The Code of the business affiliate is listed when viewing the sales order.

Broker

If applicable, the third-party agent or intermediary responsible for conducting transactions and services on your company's behalf or on behalf of the owner of the items on this SO. More info...

The Code of the business affiliate is listed when viewing the sales order.

Carrier

The carrier providing outbound transportation logistics services for this SO. More info...

The Code of the business affiliate is listed when viewing the sales order.

SO #

Alphanumeric ID generated by the system when the SO is saved, unique in the system. Before the SO is saved, this field displays "Appears when saved."

External #

Alphanumeric ID from an external system, if this order was created by a 3rd party system and imported into SmartTurn. Must be unique in SmartTurn.

This field is only displayed if an External # is present.

Complete date

The date the SO was either cancelled, or fully shipped. A Sales Order that is in the Saved, Approved, or In Progress state does not have a Complete date because it is not yet fully shipped, and it hasn't been cancelled. If you partially ship an SO over several days, the SO will have a Complete date when you ship the last item.

Warehouse

The warehouse the sales order is being fulfilled from. Setting the Warehouse field to None selected means any warehouse can ship against it.

Current Pick Policy

The pick policy recommended for shipping this sales order. It is based on your preferred pick policies and the Owner, Customer, and Warehouse for this order. This field only appears when viewing sales orders. More info... in the Help module for Working with Preferred pick policies.

Override Current Policy

Whether or not to override the Current Pick Policy (above). If checked, an alternate pick policy must be selected from the drop-down menu. More info...

Date created

Date the system created the sales order.

Created by

User who created the sales order.

Source

Internal - If the sales order was created within SmartTurn

External - If the sales order was created by a 3rd party system and imported into SmartTurn.

Ship To Tab

Ship to customer

The name of the company/location where the sales order is being sent. Type in a full or partial name to lookup a customer from your company's Business Affiliates. More info...

The Code of the business affiliate is listed when viewing the sales order.

Override ship to customer

Whether or not to override the Ship to customer (above). If checked, enter a name for the customer.

For example, if the Ship to customer Business Affiliate is Target, you might check the Override ship to customer and enter "Target - Store 824".

Ship to contact

The contact at the warehouse.

Ship to phone

The phone number for the contact at the warehouse where the sales order is being sent.

Ship to address fields

Address information for the warehouse the sales order is being sent to. Select the Map It link to view the address graphically.

Bill To Tab

Bill to information may differ from Ship To information if the customer has several locations/warehouses.

Bill to customer

The name of the customer/company that the order is for.

Bill to contact

The contact person for the billing information.

Bill to phone

Phone number for the location to bill the sales order.

Bill to address fields

The address for the location to bill the sales order. Select the Map It link to view the address graphically.

Comments Tab

Comments

Optional comments regarding the sales order. Limit 200 characters.

Billing Tab

General Billing Information

The Billing Tab is only present if this document has an Owner specified in the header.

Billing Status

The status of the billing section: Saved, Closed, or Cancelled.

Total Billable Amount

The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.

Billing Lines table

Line #

The system generated line number for the billing line.

Charge Type

The name of the charge type.

General Ledger Code

The general ledger account number associated with the charge type.

Billing Basis

The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).

Computed Qty

The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)

Qty

The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)

Description

A description of what is being billed, such as you might place on an invoice. Optional.

Rate

The unit amount to charge.

Total

The total for the line, calculated as Qty multiplied by Rate.

 

 

 

History Tab

Date

Date the sales order was modified.

User

User who made the change

Event

The type of activity: Create, Edit, Cancelled, etc.

Items

Line #

The system generated line number for the sales order.

Item #

The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.

Description

The description of the item # from the item master.

Requested ship date

The date the item must be shipped. For reference only; setting this date does not automate any function.

Ordered qty

The amount being ordered.

Pending qty

The amount that has not been shipped, that is, the amount that must be shipped in order for the sales order to be closed. Calculated as Expected qty minus Previously shipped qty.

This amount is 0 before the order is Approved and after the order is Closed.

Previously shipped qty

The amount that already shipped against the sales order (only displayed for an existing sales order).

Note that the Previously shipped qty is the amount that has physically left the warehouse. For example, if the Previously shipped qty is equal to the Ordered qty, but the Pending qty is not zero yet, it means that the entire sales order was shipped but the shipment was voided, and there is still Pending qty that must be shipped before the sales order can close.

Expected qty

The total amount that can possibly be shipped against the sales order. Usually, this amount is equal to the Ordered qty. However, if you overship or undership against this order, this amount is updated to reflect that change. The Ordered qty is not.

For example, if you have a sales order for 10 boxes of light bulbs and you ship out 12 boxes, the Ordered qty is 10 boxes and the Expected qty is 12 boxes.

This field is only available if you customize the page.

Unplanned qty

The amount that has not yet been shipped or scheduled to be shipped. This amount starts out as equal to the Ordered qty, but decreases when you save or ship shipments.

For example, if you have a sales order for 10 boxes of light bulbs and you ship 4 boxes and create a saved shipment for 4 more boxes, the Unplanned qty is now 2 boxes. (If you cancel the saved shipment, the Unplanned qty goes up to 6 boxes, because you have shipped 4 boxes and do not have any other shipments scheduled against this sales order.)

This field is only available if you customize the page.

Item Status

Saved, Approved, In Progress, Closed, or Cancelled.

The item status follows the sales order status, above.

Current Unit Price (Unit price)

The price of the item (read-only).

When you create a sales order, the Current Unit Price defaults to the sales price specified in the item master. When you edit the Ordered qty unit of measure or key in an Override Unit Price for the item, this field is automatically updated when you save the sales order.

This field is listed as Unit Price when you are viewing the sales order.

Override Unit Price

The price of the item in the Ordered qty units of measure, if different from the displayed Current Unit Price.

Total Item Price

The line total (quantity x unit price).

Lot #

The lot number.

If the item master is marked Pick on item attributes, enter the Lot #, including wildcards ('*' for one or more characters and '?' for exactly one character). All inventory items used to fulfill this sales order item must have a matching Lot #.

License #

The license number.

If the item master is marked Pick on item attributes, enter the License #. All inventory items used to fulfill this sales order item must have a matching License #.

Serial #

The serial number.

If the item master is marked Pick on item attributes, enter the Serial #, including wildcards ('*' for one or more characters and '?' for exactly one character). All inventory items used to fulfill this sales order item must have a matching Serial #.

Expire Date

The expiration date.

If the item master is marked Pick on item attributes, enter the Expire Date. All inventory items used to fulfill this sales order item must have a matching Expire Date.

Product ID

The Item number that the Vendor for this product uses.

If the item master is marked Pick on item attributes, enter the Product ID, including wildcards ('*' for one or more characters and '?' for exactly one character). All inventory items used to fulfill this sales order item must have a matching Product ID.

Dim Wt

The total dimensional weight of the line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed.

This field is only available if you customize the page.

Cube

The total cube or volume of the line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed.

This field is only available if you customize the page.

Pallets

the total number of pallets of this line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed.

This field is only available if you customize the page.

Pallets Filled

The total number of pallets filled by this line item, calculated from the item master and the Ordered qty. This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets.

This field is only available if you customize the page.

Pallet Packing Ratio

The Ordered qty divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75.

This field is only available if you customize the page.

Totals

Total amount

The sum of the line items on the SO.

Total weight

The total weight of the items on the order. The weight is listed separately for each different weight unit of measure for the items listed. For instance, if the item masters for all items listed use pounds as the weight unit of measure, Total weight is displayed in pounds. If some item masters use pounds and some use ounces, Total weight is displayed partly in pounds and partly in ounces.

Total qty

The total quantity of the items on the order. The quantity is listed separately for each unit of measure on the order.

See Also

Sales Orders

Viewing sales orders

Viewing a list of sales order items across all SOs

Creating sales orders

Importing sales order item data

Editing sales orders

Dispatching sales orders

Undispatching sales orders

Cancelling a sales order

Copying a sales order

Fulfilling a sales order

Exporting a sales order to a spreadsheet

Closing a sales order

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