Fields in a SO

The fields in a SO are varied with the software that your are using and some of the fields in a SO are explained below.

Stone Profit Systems :

The SO is represented as Job in SPS where different fields are shown in the figure below.

1. S.O # :

The Sale Order number is written here which is generated by default according to the serial number and the date fields in the next column.

2. Customer P.O # :

The Purchase order number is updated here when a PO is created by the customer.

3. End - use segment :

The use of products in the sale by the customers after receiving is mentioned here such as used by an architect, builder, commercial purposes.

4. Project - Type : 

The project type in which the products are bought for a residential or commercial constructions is mentioned.

5. Bill To :

The billing address is used to mention the location of the customer where the bills or invoices are to be sent.

6. Payment Terms :

This section specifies the terms in which the payment has to be done in how many number of days the payment should be done or the terms to make the payments.

7. Price level :

The price level is varied with the type of customer selected where each customer is defined with different price levels.

8. Ship To :

Here we have different fields which are changed according to the type of shipping done.

• When Pickup or Pickup Manufacturer is selected we mention the end customer who is picking the products and the sales taxes are included.
• When Delivery or Dropship or Ship Manufactured is selected we have to mention the details of the address where the delivery has to made is mention along with sales taxes, geocode and other required dates.

9. Associates :

This section is used to mention the type of associate involved with the customer are mentioned here. They act like a dealer or broker between the customer and us. And the commission amount is also mentioned there.

10. Packages :

The packages are a set of both products and services combined, where they are selected according to the customer requirement.

Peachtree :

The fields in the Peachtree are shown in the figure below :

1. Customer ID :

The customer ID is the main field in a Peachtree sales order where the details in the other fields are updated according to the data inserted when the customer ID is added.

2. Bill To and Ship To :

• The default bill to address is directly selected when the customer ID is selected and we cannot change the bill to address here.
• The default ship to address is also updated in the fields but we can change the ship to location if required.

3. Dropship :

The dropship is selected here when the PO that is generated by the customer wanted ship the items directly from the supplier to the specified location.

4. Sales rep :

Here we mention the sales representative of the customer who takes of the sales with that customer specified.

SAP :

The fields in SAP are shown in the figure below :

1. BP Currency :

It is the Business Partner Currency where we define the type of currency using the transaction. We can also define as all currencies, and change from all currencies to a specified currency but cannot change from specified currency to all currencies.

2. Status : 

The status of the sales order is updated here, where it is defined as open, open-printed, cancelled, closed, draft, unapproved.

3. Dates :

There are three different dates in this section in which they are updated.

• The posting date is defined by default when a sale order has been created.
• The delivery date is used to specify the date in which the goods are to be delivered.
• The document date is used for tax purposes.

Contents Tab

4. Item / Service tab :

We have to select the type of sale where item is used for creating document on item list, service is used for creating document on services. We cannot create both items and services in same sales document.

5. Summary type :

The summary type has three fields No Summary, By Documents, By Items. Its is set to No Summary by default.

• When By Documents is selected it summarizes the rows with the same base document number into single row if it has same price and description.
• When By Items is selected it summarizes the rows with same item into single row if it has same price and description.

6. Total(LC) :

The Total(Load Currency) is used to display the total cost along with the currency that is specified.

7. COGS Distr. Rule :

COGS is Cost Of Goods Sold in which the Distr. Rule field is used  to assign the expense / revenue account the distribution rule that is automatically created for the required cost center.

8. Blanket Agreement :

The blanket agreement number is updated here. The blanket agreement are long term arrangements between the sales organization and customer based on predefined terms and conditions.

Logistics Tab

The fields in the logistics tab consists of ship to, bill to address, pick and packing list remarks.

Accounting Tab

The fields in the accounting tab consists of payment terms, payment method, tax details and some country specific fields. 

Epicor :

The fields in Epicor sales order is shown in the figure below.

1. One Time Ship To :

When creating sales order from a quote, the one time ship to is used to enter information about the one time ship to the party for that order.

2. Auto Invoice :

The invoice is automatically generated for this sales order at the time of customer shipment. It allows your bill to customer to pay invoices based on packing slip information they have received.

3. FOB :

It is the Freight On Board point where the shipping of the items is done and the point at which the ownership title for the shipped goods changes to the customer.

4. Counter Sale :

Counter sale is an order that you fill form inventory, where you fill the ordered quantity while the customer waits over the counter.

• Pack and invoice is selected when you immediately print a packing slip / invoice after you save a counter sale.  

5. Line :

Displays the system asigned line number for the sales order line.

6. Part :

Specifies the part number for the ordered item and is updated here.

7. Rev :

Specifies the revision for the customers part number. The revision displays on the customers part reference file.

8. Kit Details :

Kit Details are selected when the ordered part included as an item in a package of parts.