Smart sales order entry, which is an extension of the Sales order maintenance routine, allows you to have instant access to a vast array of information. It combines various item, order and inventory searches with booking functions on the information found. Any lines booked in Smart sales order entry are updated line-by-line in Sales order maintenance.
Different panels
Smart sales order entry is divided into six different panels (modes), which you can easily navigate through. The different panels include:
| Panel | Description |
|---|---|
| Previous order | A panel where you can view order line data from the customer’s previous order and perform line-selective or total order duplications. |
| History | A panel where you can view the items that the customer has purchased within a specified period of time. You can then use these items for order line duplications. |
| Item search | A panel where you can locate items, using search words derived from up to 25 different item fields, and book the lines. |
| Assortment | A panel where you can book sales orders from pre-defined item lists with unique pricing and discounts. |
| Warehouse balance | A panel where you can view and book order lines from warehouse balances for items. You can also limit the search to only those warehouses that have a specified minimum quantity.
Note: The warehouse balance panel will display the warehouses included in the Sourcing policy defined for the customer in the Business partner/Address file. Warehouses that are not included in the Sourcing policy, but have the item in stock, are displayed at the bottom of the list. |
| Batch | A panel where you can view item batches in the warehouse or that the customer has purchased, and limit the search to only those batches that have a specified minimum quantity. |
Extra features
Via function keys you also have the ability to:
- Set up default values which will be used for all sales order lines created from that point on in the Smart sales entry session.
- Change order details for the line. Changes are recorded internally and updated during the acceptance (booking) process.
- Toggle different information for each Smart sales order entry panel (mode)
Enquiries and printouts
- Sales order enquiry
- Warehouse balance enquiry to view the stock on hand for the warehouse from which the goods will be delivered.
- Time axis enquiry to view:
- the actual stock on hand for the item and warehouse used on the order
- the available item quantity
- the dispatch date, item quantity and available quantity, per order (for those both inside and outside the planning time).
- Sales order printout
- Time axis printout
Related topics
- Book sales order lines from previous orders
- Book sales order lines from historical data
- Search for items and book sales order lines
- Book sales order lines from an item assortment
- Book sales order lines from warehouse balances
- View item batches and book sales order lines
- Set up default values for sales order lines in smart sales order entry
- Change sales order line details in smart sales order entry
- Manipulate the access to smart sales order entry