Create a sales order (new)

1. Go to the Sales orders (SO30100S) window.
2. The SO order type i selected by default. You can change it to one of the other supported order types.
   Note: currently, this window only supports order types SO, CS, IN and QT, and order types based on these order templates.
3. In the top part:
   1. Select the customer in the Customer field.
   2. Check the location of the customer on the order, and change it if needed.
   3. Check the date of the order, and change it if needed.
   4. In the Requested on field, specify the date when the customer wants to receive the order.
   5. Optional: in the Customer order field, you can enter the reference number of the original customer document that the sales order is based on.
   6. Optional: in the External reference field, you can enter an external reference number for the sales order.
   7. Check the Ship via code for the customer, and change it if needed.
   8.  Does the Ship via code have the Manual freight calculation method?
      • If yes, specify the Freight cost in the Totals tab.
      • If no, continue to step i.
   9. Optional: provide a brief description for this sales order in the Description field.
   10. Optional: you can add key information about the document in the Notes field.
   11. Notice the non-project code that is shown in the Project field, and select a particular project if this order is associated with the project.
4. On the Delivery settings tab:
   1. Check the delivery contact and address and change the fields if needed.
   2. Check the delivery information and change the fields if needed.
      Note: if the Scheduled shipment field is automatically set to a date earlier than the current business date, it will be updated automatically to today's business date after you save the order.
5. On the Order lines tab, for each item you want to add to the sales order, perform the following steps:
   1. Start typing the item ID or item description in the Find items field, or click the search icon in the Find items field. In the items list that appears, click the line of the item you want to add.
   2. Notice the Available for shipping column. The quantity shown as available for shipping is based on the default shipping warehouse set for the item. If the quantity available for shipping is zero, a warning icon will be displayed.
   3. In the Quantity column, specify the requested quantity of the item (measured in the default unit of measure shown in the UoM column) and press Enter.
   4. If needed, enter or update the price for the order line in the Unit price column and press Enter.
6. If needed, change the status in the top part of the window. You can also change the status after saving.
7. Click .