Basic Sales Order Process > Exercise: Sales Order Maintenance
  PPT
Exercise: Sales Order Maintenance
In this activity, you will practice entering confirmed and unconfirmed sales orders for inventory items.
Initial Setup
1 Use Receipts Unplanned (3.9) to receive the following items into Site 10-300; supply lot numbers where required.
 
Item
Quantity
Location
Lot
03021
100
010
001
03022
200
010
001
03023
300
010
001
Sales Orders
2 Use Sales Order Maintenance (7.1.1) to create a sales order.
a Enter the sales order header.
 
Field
Data
Sales Order:
SO001
Sold To:
10C1000
Bill To:
10C1000
Ship To:
10C1000
Due Date:
[Two weeks from today]
Confirmed:
No
Taxable:
No
Credit Terms:
30D
Freight Data
Freight List:
20FRT
Freight Terms:
ADD
Calculate Freight:
Yes
b Enter two sales order lines.
 
Sales Order Line 1
Ln:
1
Item Number:
03021
Qty Ordered:
100
Sales Order Line 2
Ln:
2
Item Number:
03022
Qty Ordered:
150
c End lines and advance to the trailer frame. Review the freight data.
d Complete the order.
3 Enter a second sales order. Let the sales order number default and use the same customer.
a Enter the sales order header.
 
Field
Data
Sales Order:
SO002
Sold To:
10C1000
Bill To:
10C1000
Ship To:
10C1000
Due Date:
[One week from today]
Confirmed:
Yes
Taxable:
No
Credit Terms:
30D
Freight Data
Freight List:
20FRT
Freight Terms:
ADD
Calculate Freight:
Yes
b Enter a sales order line.
 
 
Field
Data
Ln:
1
Item Number
03023
Qty Ordered:
200
Qty Allocated:
200
 
c End lines and advance to the trailer frame. Review the freight data.
d Complete the order.
4 Use Master Schedule Summary Inquiry (22.18) to inquire on items 03021, 03022, and 03023.
What sales orders appear? Why not all of them?
5 Use Allocated Inventory Inquiry (3.18) to inquire on items 03021, 03022, and 03023.
What sales orders are allocated? Why not all of them?
6 Use Unconfirmed Sales Order Report (7.15.9) to review unconfirmed sales orders. Leave all fields blank and set Include Lines with Unconfirmed Headers to Yes; then direct the output to Page.
7 Use Sale Order Confirmation (7.1.5) to confirm the unconfirmed orders.
 
8 Use Master Schedule Summary Inquiry (22.18) to inquire on items 03021, 03022, and 03023 again. You should now see sales orders appear for all the three items.