Sales Orders Workspace

Use this workspace to enter and change sales orders for customers.

In the Sales Orders tab, you enter general and account information. After you press Return, Maconomy verifies the information. You can then enter order lines and text lines in the Order Lines sub-tab.

To create a sales order, enter the number of a customer. Maconomy verifies that the customer exists and that order entry for the customer is not blocked. Maconomy alerts you if the bill-to customer's credit limit has been exceeded. You can then hold the order until the customer's balance is reduced.

Maconomy also checks whether the customer's credit limit is exceeded when you enter an item line and when you approve the order. If the credit limit is exceeded, Maconomy issues a warning and automatically blocks the order upon approval if you select the Credit Block field in the System Information workspace in the Set-Up module. Note that Maconomy includes both the customer's credit limit and order volume in the credit limit evaluation. A sales order or credit order must thus be approved or invoiced before it is included in the evaluation.

When checking whether the customer's credit limit has been exceeded, Maconomy checks the current customer's credit limit at the enterprise level as well as at the company level. See the description of the fields in the Credit Limit island in the Payment Information and Company Specific Payment Information workspaces in the A/R module for more information about how Maconomy handles credit limits.

Maconomy then retrieves more information from the Customer Information Card workspace in the Accounts Receivable module and suggests this information on the sales order. Thus, you only need to change the information that is specific to the current order.

As you enter order lines, Maconomy applies price lists and discount agreements from the Accounts Receivable and Inventory modules.

You can also copy a sales order. The copy can either be another sales order or a quote. You can specify that the prices on the original order are also to be used on the copy, but if you do not want to copy the prices, Maconomy recalculates the prices on each order line. Maconomy transfers the basic information about the customer from the customer information card, regardless of whether you specify the same customer as on the original order.

If you have Maconomy Bill of Materials, you can enter both standard items and bills of materials (BOM) in the Order Lines sub-tab. Maconomy only displays the BOM header, not the parts. If the BOM is shown in full on the sales order, you can see the item parts in the Order Lines workspace, which automatically shows the item in the last item line that you created.

If you select the Subscrip. Order No. field in this workspace, Maconomy creates the sales order automatically from the Subscription module.

You can only see sales orders that you created in the Subscription module if you select the Show Subscription Sales and Credit Orders field in the System Information workspace. You cannot edit orders that originate from the Subscription module in this workspace; you must edit them in the Subscription module. Delivery to a customer is not permitted if you select the Blocked For Delivery field on the customer information card.

You can only delete a sales order if no items have been delivered, that is, no packing slip has been created for the order. When you delete a sales order, you cancel the reservation of items in the warehouse. Maconomy updates the Orders and Available fields in the Item Information Card and Item Information workspaces in the Inventory module. If you are using Maconomy Bill of Materials, and if the item on the deleted line is a BOM that is itemized on creation, Maconomy deletes the elements of the BOM from the sales order and cancels their reservation.

Note that if you delete an order for which an inventory change transaction exists in the Inventory module, Maconomy sets the quantities on this transaction to zero and closes the transaction.