| # Sales orders Sales orders are used to sell and deliver items or services to a sold-to business partner under certain terms and conditions. Sales orders can result from a variety of sources, such as Contracts, Quotations, EDI, Planning. In Sales, you can create and modify orders. After approval, a sales order is a legal obligation to deliver items according to the agreed terms and conditions, including specific prices and discounts. Sales order procedure The normal sales order procedure includes the creation, approval, printing, release to warehousing, delivery, invoicing, and processing of sales orders. Project pegging - Sales To identify costs, demand, and supply for a project, you can peg project costs for sales order lines. Allocation and hard pegging If the allocation and hard pegging functionality is used in a company, inventory is allocated when sales orders are created. In addition, a specification is linked to these orders. Inserting items from a catalog You can add items from a catalog to a sales order. Product variants You can configure or link product variants for configurable items on the sales order line. Direct delivery sales orders On a sales order, you can indicate that you want the sold goods to be directly delivered. In case of a direct delivery, a sales order results in a purchase order. Because the buy-from business partner delivers the goods directly to the sold-to business partner, Warehousing is not involved. Cross-docking and splitting deliveries If you want to fulfill an existing sales order for which no inventory is available, you can take inbound goods immediately from the receipt location to the staging location for issue. To initiate this process, you must generate a cross-docking order. If a cross-docking order exists and a split delivery is required, you can further split a delivery line into several deliveries. Synchronizing sales order line and delivery lines A sales order line can have linked delivery lines or back order lines. A delivery line can also have linked back order lines. The sales order line holds the aggregated information of the delivery lines/back order lines. Another product's external order line can connect to the sales order line and update the sales order line. Changed fields on the sales order line are synchronized with the delivery lines and vice versa. Rush orders You can specify a rush order or rush an existing sales order. Kit handling In the sales order procedure, you can deliver components instead of main items. Components can be handled by component lines or by a sales BOM. Integration sales and freight management To identify and choose the appropriate means of transportation during order entry, you can generate a freight order from a sales order. The progress of the shipment and loads can be exchanged and information can be shared between Freight and Sales. You can invoice your business partner for the freight costs. Sales return orders If goods must be returned on a sales order, a return order can be created. A return order can contain only negative amounts. Changing sales data after release to Central Invoicing Depending on the invoice status, you can update sales invoice data after the sales data is released to Invoicing. Back order handling for sales orders If a final delivery is made for a sales order (delivery) line and only a part of the goods or none of the goods are shipped, ERP Enterprise creates a back order. Installments Invoicing by installment enables you to send invoices for partial amounts or percentages of the total net amount before or after the ordered goods are delivered for a sales order. To indicate the installments, you must add installment lines to the sales order. Order blocking Several reasons can exist for blocking a sales order or a sales order line. An order can be held for more than one reason at any point in the sales order procedure. Order priority (simulations) You can use order priority simulations to calculate the priority sequence in which inventory is allocated to orders. For example, if insufficient inventory is available, you can use a priority simulation to sort sales orders according to the order delivery priority. Copy templates You can use copy templates when copying sales orders (lines). A copy template specifies how order (line) data is copied and contains a standard set of copy exceptions. Sales order history You can use sales order history to track the creation and modification of sales orders and installment orders. You can keep certain information long after the original order is completed. |