Creating a New Sales Order

Complete the following steps to create a new sales order:

1. L og in to the ONE system.

2. Click Menus/Favs > Order Mgmt > New Sales Order .
   In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The New Sales Order screen displays.
   
   
   
   

3. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   Sales Order No	A unique number for the order assigned by the system.
   * Customer	Select a customer using the picker tool. The customer is buying the items on the sales order.
   * Ship To	Select a ship-to location using the dropdown menu and the text field. The available options in the dropdown menu are My Site, My Partner Site , and My Location. Begin typing a ship-to location in the text field and select an auto-complete option.
   Ship To Address	This field is populated by the system based on your selection in the Ship To field.
   Ship To Location Address	This field is populated by the system based on your selection in the Ship To field.
   * Trans Mode	Begin typing a transportation mode for the sales order and select an auto-complete option.
   Equipment	Select equipment for the sales order from the dropdown menu.
   * Request Delivery Date	Select the date the sales order is requested to be delivered using the calendar icon.
   Request Ship Date	Select the date the sales order is requested to be shipped using the calendar icon.
   Promise Delivery Date	Select the date the sales order is promised to be delivered using the calendar icon.
   Promise Ship Date	Select the date the sales order is promised to be shipped using the calendar icon.
   Ext Transaction	Enter an external transaction number.
   3PL's Order Number	Enter a third-party logistics order number.
   OMO's Order Number	Enter an OMO order number.
   End Customer Order No	Enter an end-customer order number.
   Total Amount	The total cost of the order. This field is populated by the system after the sales order is submitted.
   Total Weight/ Quantity/Volume	The total weight, quantity, or volume of the order. This field is populated by the system after the sales order is submitted.
   Authorization	Indicates whether the order is authorized. This field is populated by the system after the sales order is submitted.
   Order Subtype	Select an order subtype from the dropdown menu. The available options are Blank, Consignment, Rebalance, Standard, or VMI.
   Vendor	Begin typing a vendor and select an auto-complete option. The vendor is the organization selling the products on the sales order.
   Ship From	Select a ship-from location using the dropdown menu and the text field. The available options in the dropdown menu are Vendor's Site, Vendor's Partner Site, Vendor's Location, and Address. Begin typing a ship-from location in the text field and select an auto-complete option.
   Ship From Address	This field is populated by the system based on your selection in the Ship From field.
   Ship From Location Address	This field is populated by the system based on your selection in the Ship From field.
   Contract Number	Enter the identification number for any contract.
   Contract Terms Number	Enter the identification number for any contract terms.
   Fulfillment Org	Enter the name of the fulfillment organization.
   Seller Agents	Enter the name of the seller agent.
   OMO Org	This field is populated by the system based on the user's organization. The order management organization.
   Buyer Agents	Enter the name of the buyer agent.
   Priority	Enter the order priority.
   Sales Order No	A unique auto-generated tracking number for this sales order. Although auto-generated, you can edit this field using the process described in the "Update OMS Organization Policies" section.
   Currency	Select a currency used for this sales order.
   Owning Site	A pre-populated, editable field used to track the site that owns the order. This field is populated when the Ship To field is populated.
   Ship With Group Ref	Enter a ship-with group reference number.
   RMA No	Enter an RMA number.
   Planner Notes	Enter any planner notes here.
   Vendor Notes	Enter any vendor notes here.
   Is Expedite	Select the checkbox if the sales order needs to be accelerated or hurried.
   Is Emergency	Select the checkbox if the sales order is in an emergency or is very important.

   You can add duplicate items to multiple lines on the same order if the Duplicate Items on Order feature is enabled. If enabled, items are identified by both item name and line number throughout the system. This eliminates the possibility of any confusion which may result from having duplicate items with the same name on the same order. Contact ONE Network support to enable or disable this feature.

   Tip

   You can order generic items in place of specific items. For example, you might want ten 40" televisions, but do not care about the manufacturer. To order using generic items, you must select the Generic Item Order template. For more information on generic items, see the "Generic Item Orders" section in the Online Help.

Adding Line Items to a Sales Order

Complete the following steps to add a line item to a sales order:

1. Click the Add Line link.
   A new line appears.
   
   
   
   

2. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   Line No	The number for this line item. This field is pre-populated by the system.
   * Item	Begin typing an item name and select an option from the auto-complete list.
   State	The state of the line item. This field is not editable.
   * Request Quantity	Enter the quantity of the item requested by the customer.
   Promise Quantity	Enter the quantity of the item promised by the vendor.
   * Line Type	Select an item line type from the dropdown menu. The available options are Category, Complex, Freight Computed, Freight Entered, Kit, Package, Product, Service, and User Defined.
   Price Per	Enter a price per line item. This price will appear in the Line Amount column.
   Unit Price	Enter a unit price per line item. This value is multiplied by the value in the Request Quantity field, and the total is populated in the Line Amount column.
   Buyer Not Acceptable	Select Yes or No to flag whether the buyer finds the terms acceptable.
   Vendor Not Acceptable	Select Yes or No to flag whether the vendor finds the terms acceptable.
   Line Amount	This field is populated by the system based on what values the Price Per, Unit Price, and Request Quantity fields.
   Customer Item	The name the customer uses for the requested item. This field is system-populated when the Item field is populated.
   Quantity UOM	The unit of measure (UOM) for the selected item. This field is populated by the system.
   Buyer Confirm Remark	A comment field for any remarks from the buyer regarding confirmation of the order.
   Vendor Confirm Remark	A comment field for any remarks from the vendor regarding confirmation of the order.
   Delivery Group Number	Enter a DGN in this field. Orders with the same DGN can be shipped together.

3. Enter any data into the remaining non-required editable fields as required by your enterprise.

4. Click Save.
   A success message displays, and the screen updates.

Adding Billing and Contact Information

1. Select the Billing & Contact tab.
   The billing and contact information displays.
   
   

   

   
   
   

2. Select a Bill To location using the dropdown menu and the text field. The available options in the dropdown menu are My Site, My Partner Site, and Address. Begin typing a Bill To location in the text field and select an auto-complete option. The Bill To Address field populates.

3. Cl ick the pencil icon for the Purchasing Address field.
   An address form appears.
   
   
   
   

4. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   Country	Select a country from the dropdown menu.
   * Line 1, Line 2, Line 3	Enter the address in Line 1. Continue the address into Line 2 and Line 3 if needed.
   * City	Enter a city.
   * State	Select a state from the dropdown menu.
   * Zip	Enter a zip code.

5. Repeat the above steps for the Remit to Address field.

6. When finished entering billing and contact information, click the Save button.
   A success message appears.

Adding Tracking Events

1. Select the Tracking tab.

2. Click Add Tracking Event.
   The Add Tracking Event popup window opens.
   
   

   

   
   
   

3. Select an * Event Type using the picker tool.

4. Select a Reason Code using the picker tool

5. Enter an * Event Date using the calendar and clock tools.

6. Enter an event Message.

7. Click Save & Refresh.
   The new event appears in the Tracking view.

Adding Documents

Both planners and vendors can add attachments in their respective attachment windows. For this example, we follow the vendor role.

1. Click the Documents tab.
   
   

   

   
   
   

2. Drag and drop any documents from your local computer to upload documents.

3. Click the Download Selected link to download any documents.

4. Click the Email Selected link to email any documents directly from this section.

Submitting the Order

1. When you finish entering information about the order, click the Actions button and then select Submit.
   
   
   
   The state changes to New.
   From here, the order can be Approved, Canceled, Cloned, Printed, Promised, or Updated. These actions are described in other sections of the Online Help.