Sales orders (SO301000)

Den här artikeln ger dig information om elementen du ser i det här fönstret i Visma.net ERP, till exempel fält, fältvärden, knappar och kryssrutor.

You can use this window to create new sales and transfer orders with the order types defined in the system, as well as to view and edit the details of existing sales and transfer orders. You can cancel an order, and you can create a shipment or prepare an invoice for an existing order.

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

  • White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:

    • space: the result contains the words in any order,

    • %: the result contains the words in the specific order, and the % functions as a wildcard as well.

  • Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
Knapp Beskrivning
Åtgärder
  • Create shipment
    To create a shipment for the sales order.
    When you invoke this action, the Specify shipment parameters dialog box opens.
    For a sales order line that has an open shipment, you cannot create a new shipment until the open shipment is confirmed.
  • Create receipt
    To create a receipt for an order involving an authorised customer return; you invoke this action when the goods are actually received. The Specify shipment parameters dialog box opens where you can select for which warehouse you want to create the receipt. You can repeat this for all warehouses.
  • Open order
    To change the status of the document to Open from Back order (after the goods that were back ordered have been received).
  • Reopen order
    To change the Cancelled status of the order to Open if you need to correct or delete the shipments created for the order.
  • Copy order
    To copy the order to a new order.
    When you invoke this action, the Copy to dialog box opens.
    In the dialog box, you can select whether to recalculate prices and discounts and whether to cancel manual discounts.
    The allocations performed for any line of the original order are not copied, even for orders that require allocations.

    If you choose to copy the order by using the Copy/paste menu on the toolbar, while prices and discounts a recopied from the original order (without automatic updating and without recalculation of discounts), allocations are again not copied to a new order.

  • Send by email
    To initiate the process of sending the sales order as an email.
  • Release from credit hold
    To change the status of the document from Credit hold to Open if the customer passes the credit check.
  • Prepare invoice
    To prepare an invoice for the order.
  • Create purchase order
    To create a purchase order if it is necessary for fulfilling the sales order.

  • Cancel order
    To cancel the order regardless of its status.
    If you cancel an order for which there are confirmed shipments, you need to reopen the order to delete the shipments.

  • Create transfer order
    You can create a transfer order if it is necessary for fulfilling the sales order. When you click this action, the system redirects you to the Skapa överföringsordrar (SO509000) window.
  • Place on back order:
    To change the status of this sales order to Back order.
  • Recalculate prices
    To open the Recalculate prices dialog box, which you use to specify options for updating the prices and discounts for the document.
Rapporter Provides navigation to the Orderbekräftelse (SO64111S) report, which you can use to print the sales order or quote for sending it to the customer.
Try out the new version

Opens the current order in the new Sales orders (SO30100S) window.

This button is only available for orders with the order type SO, CS, IN or QT.

You use this dialog box to specify the parameters of a new shipment that will be created for the order.

Kolumn Beskrivning
Leveransdatum The date of the new shipment. Som standard är detta det aktuella företagsdatumet.
Lager The warehouse from which the specified quantity of the item will be shipped.

You use this dialog box to specify the options to be used to copy the selected order to a new one.
The allocations performed for any line of the original order are not copied.

Kolumn Beskrivning
Ordertyp

The type of the new order, which will be a copy of the selected order.
Ordernr. The system will assign a new order number to the copy of the selected order.
Recalculate unit prices

Select this check box if you want the system to replace the item prices with the current prices, in the copy of the selected order.
Räkna om rabatter

Select this check box if you want the system to recalculate the discounts for the copy of the selected order.

Override manual discounts

Select this check box if you want the system to cancel the manual discounts for the copy of the order, and search for applicable automatic discounts.

You use this dialog box to specify the options to be used for updating prices and discounts for the sales order.

Kolumn Beskrivning
Räkna om The way prices and discounts are recalculated. Du kan välja mellan följande:
  • Current line
    To recalculate prices and discounts for the selected line
  • Alla rader:
    To recalculate prices and discounts for all lines
Sätt aktuellt enhetspris

Select this check box if you want the system to replace the item prices with the current prices, in the selected line or all lines.
Åsidosätt manuella priser

Select this check box if you want the system to replace the item prices that have been modified manually (in the Unit price or Manual amount column), with the current prices.

Alternativet går att välja om kryssrutan Sätt aktuellt enhetspris är markerad.
Once the manual prices are overridden in the document, the system clears the Manual price check boxes in the appropriate document lines.
Räkna om rabatter

Select this check box if you want the system to recalculate the discounts for the selected line or all lines.
Åsidosätt manuella radrabatter

Select this check box if you want the system to cancel the manual discounts for the selected line or all lines (depending on the option selected in the Recalculate field), and search for the applicable automatic discounts.
Element Beskrivning
Ordertyp

Select one of the predefined order types or a custom order type created in the
Ordertyp (SO201000) window.

If an order type does not appear in the list of options, make sure the Active check box is selected for it in the Ordertyp (SO201000) window.

For details on each type, see About predefined types of sales orders.
The predefined order types include the following:

  • Credit note (CM):
    A document created when goods rejected by the customer are returned.

  • Cash return (CR):
    A document used to record returns for cash sales.

  • Cash sale (CS):
    A document created to account for a cash sale that doesn't require shipping.
  • Invoice (IN):
    A document used to invoice the customer for the shipped goods.
  • Quote (QT):
    An agreement to sell specific goods with a specified price to the customer in the future.
  • Return for credit (RC):
    A document created to authorise a customer return for credit in the amount of the returned goods only.
  • Generic authorised return (RM):
    A document created to authorise a customer return of another type, such as a return with replacement by another item, or a return that may require additional charges.
  • Return with replacement (RR):
    A document created to authorise a customer return for an exact replacement.
  • Sales order with allocation (SA):
    (This option is only available if the Sales order to purchase order link functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)
    A customer request to buy goods in the specified quantities on the specified date; this request requires the reservation of the requested quantities of the items.
    Once you save an order of this type, the quantities of items are added to the Sales orders allocated plan types.

För mer information, se About sales orders with allocations.

  • Sales order (SO):
    A customer request to buy goods in the specified quantities on the specified date.
  • Transfer (TR):
    This option is only available if the Multiple warehouse locations functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
    A document used to account for transferring goods from one warehouse to another for replenishment.
Ordernr. The order number of the document.
For new documents, the system automatically generates this number by using the number series assigned to documents of the type.
Status

The status of the document, which can be one of the following options:

  • Parkerad:
    Indicates that the order is on hold, which means that additions and changes can be made and order quantities do not affect the item availability.
    Deselect the Hold check box to initiate the following operations:
    1. A credit check for the customer (if it is required for this customer)
    2. The assignment for approval (if approval is configured in your system)
    3. The assignment of the Open status to the order if the credit check was successful and if the order was approved automatically
  • Credit hold:
    This status is only available for orders of the QT, SO, SA, IN, and CM order types.
    Indicates that the customer has failed the credit check, which the system performed when the order was taken off hold or saved with the On hold check box deselected.
    An order with this status can be saved with only the Credit hold or On hold status if the Hold document on failed credit check check box is selected for the order type in the Ordertyp (SO201000) window. Once you have received payments from the customer, you can apply the Release from credit hold action.

To subject the orders (of the SO, SA, TR, and QT types) that have been taken off credit hold to approval, add appropriate conditions (checking if the Credit hold check box is selected in the Sales orders window) to the approval map. Otherwise, the order will get the Open status.

  • Open:
    Indicates (if applicable) that the sales order is not on hold anymore, the customer has passed the credit check, the order has been approved (if approval is required), and shipment has not yet occurred.
    If approval of sales orders of this type is required in your organisation, open orders cannot be edited.

    For a particular open order, you can create a shipment by clicking the Create shipment action, or you can create multiple shipments for multiple open orders by using the Behandla ordrar (SO501000) window.
    When you create shipments for multiple orders, the system checks the availability of each item; if a shipment cannot be created according to the shipping rules (for details, see: About shipping rules), the system assigns the Back order status to the order.

  • Cancelled:
    Indicates that the order has been cancelled.
    You can cancel an order if it has one of the following statuses: On hold, Credit hold, Pending approval, Rejected, Back order, or Open.
    To cancel an order with the Completed status, you need to reopen the order to delete the shipments and then cancel the order. You can not cancel an order that has the Shipping status.
  • Shipping:
    (This status is not available for some return orders and orders of the CS and IN order types.)
    Indicates that the order is being shipped.
    If a shipment can be created according to the shipping rules, the order's status changes to Shipping.
    Each confirmed shipment updates the data on the order showing how many items are being shipped (Qty. on shipments) and how many items are still to be shipped (Open qty.).
  • Back order:
    (This status is only available for sales orders of the SO and SA types.)
    Indicates that the order cannot be shipped because the specified items are not available.
    You can assign this status to an open order manually if when you attempt to create a shipment, the system detects that the order cannot be shipped in full and displays a message about this.
    This status can be assigned to orders automatically when you run the Create shipments process by using the Behandla ordrar (SO501000) window if the shipping rules specified on the document level and on the line level do not allow shipment creation.
    If the Replan back orders check box is selected in the Inventory preferences (IN101000) window, on release of the appropriate inventory receipts, the requested quantities of items are re-planned (booked) for back orders, so that you can create shipments for these back orders by running the Create shipment process in the Behandla ordrar (SO501000) window.
  • Invoiced:
    Means that the invoices for the order have been generated.
    This status is available only for orders of types that involve updating customer ledger; it is not used for transfer (TR), quote (QT), and return for replacement (RR) orders.
  • Completed:
    Indicates that all related inventory documents required for the order type have been generated and released.
    Completed orders of the QT order type can be opened again.

För mer information om olika statusar, se About sales order processing options.
Parkera

Om du markerar den här kryssrutan if the document is on hold and should not be processed further at this time.

Deselect the check box to perform an automatic credit check for the customer (if configured) and then, if approval of sales orders is configured in your system, to assign the order for approval.
Fakturadatum Dokumentets datum.
Begärd den The date when the customer wants to receive the goods; this date provides the default values for the Requested on dates for order lines.
The default value is the current business date.
Kundreferens

(This field does not appear for orders of the TR type.)

The reference number of the original customer document that the sales order is based on.
Extern ref The reference number of the sales order in a third-party application if Visma.net ERP is integrated with such an application and imports the sales orders from it.
Kund

Kunden som har beställt varorna eller tjänsterna.

If the TR order type is selected, Customer is read-only and displays your company ID and business name.
Plats

(This field only appears if the Business account locations functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)

The customer location from which the goods or services have been ordered.
If the Transfer order type has been selected, use this box to select the company location related to the transfer.
Kontakt The contact person of the customer.
Valuta

(This field appears for all order types except the Transfer order type, if the Multi-currency accounting functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)

Valutan i dokumentet.

To the right of the currency you have the exchange rate. Clicking the Exchange rate drop-down list, will open the Rate selection dialog box, where you can view and change the details of the exchange rate.

For the documents with amounts in foreign currency, the Currency toggle button switches the currency of the amounts between the base currency and the selected foreign currency.
The label on the Currency toggle button depends on the currently selected currency of the amount:

View base: The amount is displayed in the foreign currency; click the button to view the amount in the base currency.

View currency: The amount is displayed in the base currency; click the button to view the amount in the foreign currency.

The Currency toggle button does not affect the documents with amounts in the base currency only.

You can only change the customer's default currency and rate when the Enable currency override and Enable rate override check boxes are selected in the Kunder (AR303000) window.
Destination warehouse

(This field only appears if the TR order type is selected.)

The warehouse to which the goods should be transferred.
Kreditspärr

(This check box does not appear if the TR order type is selected.)

This check box indicates (if selected) that this customer order is on credit hold.
This happens if the customer does not comply with the credit verification rules and if the Check credit on entry option is selected for orders of this type in the Ordertyp (SO201000) window.
However, if you need to create a new sales order for this customer as an exception and you, based on a user role, have access to the Credit hold check box, you can clear the Credit hold check box, save the order, and release the order. The initial amount of the order serves as this document's credit limit, and if a user increases the amount, the system does not allow the order to be removed from credit hold in this way.
Projekt

(This field is only available if the Project management functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)

Projektet som dokumentet är knutet till, eller en kod som anger att dokumentet inte är knutet till något projekt. I fönstret Project accounting preferences (PM101000) kan du välja en kod som används när inget projekt finns tillgängligt.
Visa beskrivning på orderbekräftelse och faktura

Markera den här kryssrutan för att visa beskrivningen i fältet Beskrivning på både orderbekräftelsen och fakturan.
Skriv ut anteckning på externa försäljningsdokument When this check box is selected, line notes will be printed to customer invoices.
Skriv ut anteckning på interna försäljningsdokument When this check box is selected, line notes will be printed to order confirmations.
Beskrivning A brief description of the document.
Order antal The sum of the quantity for all lines, with the exception of lines with line type Misc. charge.
Ej momspl. belopp

(This field is only available if the VAT reporting functionality is enabled in the
Aktivera/inaktivera funktioner (CS100000) window.)

Beloppet i dokumentet som är momsfritt.
Den totala summan för momsen som systemet ska Inkludera i summan för momsfritt enligt inställningen i fönstret VAT (TX205000).
Momsgr. belopp

(This field is only available if the VAT reporting functionality is enabled in the
Aktivera/inaktivera funktioner (CS100000) window.)

The document total that is subject to VAT.
The VAT taxable amount is only displayed in this field if the Include in VAT taxable total check box is selected for the applicable VAT in the VAT (TX205000) window.
Om kryssrutan avmarkeras kommer detta fält att vara tomt.

If the document contains multiple transactions with different taxes applied and each of the applied taxes has this check box selected, the taxable amount calculated for each line of the document is added to the VAT taxable total field of the document.
Moms, total The total amount of tax paid on the document.
Ordersumma

The total amount of the document, which is calculated as follows:

Line total + Misc. total + Freight + Premium freight

– Discount total + VAT total
Summa rabatt The total amount of discount on the sales order.
Total line discount The total amount of line discounts on the order.
Total profit The total profit calculated from the lines of the order. This information is displayed if the setting Show gross margin/profit is selected in the Inställningar försäljningsorder (SO101000) window.
Margin total The total margin calculated from the lines of the order. This information is displayed if the setting Show gross margin/profit is selected in the Inställningar försäljningsorder (SO101000) window.
Mark-up total The total mark-up on the order. This information is displayed if the setting Show gross margin/profit is selected in the Inställningar försäljningsorder (SO101000) window.
Total cost

The total of the extended costs on the lines of the sales order. If the Use replacement cost for margin/profit check box is selected, the Total cost is the total of replacement costs on the lines of the sales order.

This information is displayed if the setting Show gross margin/profit is selected in the Inställningar försäljningsorder (SO101000) window.
ROT- och RUT-avdrag Select this check box if the amount on this document is applicable for ROT or RUT deduction. Fliken ROT/RUT-detaljer visas när rutan markeras. Även följande kolumner visas under Rader: ROT- eller RUT-avdrag, Artikeltyp, Typ av arbete och Avdragsgillt belopp
Använd ersättningskostnad för marginal/vinst When this option is selected, the line level profit and margin values are calculated based on the line's Supplier price or the line item's last cost, instead of the Unit cost.

This tab has a table that lists all the items included in the sales order.
The line numbers are assigned automatically and are changed automatically when you reorder the lines.

Information on the applied manual discounts and the Line-level discounts (if any are configured in your system) is shown on the tab.

When you are creating a new order, you can enter the data manually or import the order details from a file in .xlsx or .csv format.

When you select a line, more information about the availability for the line item is displayed in the table footer. See the table footer description below for more information.

Knapp Beskrivning
Automatkonteringar

(This button is only available if at least one of the following functionalities are enabled in the Aktivera/inaktivera funktioner (CS100000) window: Sales order to purchase order link, Multiple warehouse locations, and Lot and serial tracking.)

Opens the Allocations dialog box so that you can allocate the stock for the order and specify warehouse locations and lot or serial numbers of the items, if required for the order by order type settings.

For more details, see: the Ordertyp (SO201000) window.
Add sales invoice

(This button is enabled for only return orders).

Opens the Add invoice details dialog box so that you can add a line or multiple lines from the selected invoice to this return order.
Lägg till artikel Opens the Item lookup dialog box, which shows the item availability at various warehouses and lets you add items to the sales order.
Purchase order link

(This button is only available for lines that have the Mark for purchase order check box selected.)

Opens the Purchasing details dialog box, which you use to link the sales order to an existing purchase order that has the required item listed.
Lageröversikt Opens the Inventory summary (IN401000) window as a pop-up to display availability information about the selected stock item.
Assemble

A button that opens the Kit assembly dialog box for the kit item you have selected on the sales order line in the table. The Kit assembly dialog box is only available for stock items.

In the bottom part of the window, you can see an assembly status line that informs you how many items can be assembled based on component availability.
Kit specification

A button that opens the Kit specifications dialog box for the kit item you have selected on the sales order line in the table. The Kit specifications (IN209500) window is available both for stock and non-stock items.

In the bottom part of the window, you can see an assembly status line that informs you how many items can be assembled based on component availability.
View kit assembly

Click this button to see kit assembly documents related to the sales order line.
Kolumn Beskrivning
Företagsgren

The branch that sells the item. This column only appears if you have multiple branches.
Fakturanr

(This column only appears for orders of the return types: CR, RC, RR, and RM.)

A column that holds the reference number of the original invoice (which lists the goods that were ordered and later returned by the customer).
Åtgärd

(This column only appears for orders of the return types: CR, RC, RR, and RM.)

The operation to be performed in the Lager workspace to fulfill the order.
An order of the RR or RM type includes lines with the Receipt operation and lines with the Issue operation.
Orders of other return types include only lines with the Receipt operation.

When you create an order of the RM type, you cannot save the order with the Open status until its balance is negative.
Make sure the Hold check box is selected until you have added all the replacement and refund lines.

For more details on return orders, see: Process returns.
Artikelnummer Den lagerförda eller ej lagerförda artikeln som ska säljas eller returneras, angiven med ID-nummer.
Create issue automatically A check box that indicates (if selected) that a line of the Issue type will be created automatically for each order line of the Receipt type if the order is of the RR type.
Gratisartikel

A check box that indicates (if selected) that the stock item specified in the row is a free item.
You can add a free item manually, or it can be added automatically as a result of application of a group-level discount configured in the Rabatter (AR209500) window.

If you select this check box for the item, the system updates the Unit price, Discount percent, Discount amount, and Manual amount amounts with 0 and selects the Manual discount check box.
Lager

The warehouse from which the specified quantity of the item should be delivered.

This column only appears if the Multiple warehouses functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Monterad strukturartikel

A link that opens the Kit assembly (IN307000) dialog box for the kit item you have selected on the sales order line in the table. The Kit assembly dialog box is only available for stock items. This functionality is also available by clicking the button with the same name in the table toolbar.

In the bottom part of the window, you can see an assembly status line that informs you how many items can be assembled based on component availability.
Kit specifications

A link that opens the Kit specifications (IN209500) dialog box for the kit item you have selected on the sales order line in the table. The Kit specifications dialog box is available both for stock and non-stock items. This functionality is also available by clicking the button with the same name in the table toolbar.

In the bottom part of the window, you can see an assembly status line that informs you how many items can be assembled based on component availability.
View kit assembly

Click this link to see kit assembly documents related to the sales order line.
Enhet Enheten som används för artikeln.
Antal The quantity of the item sold, measured in the UoM.
Qty. on shipments A read-only column that displays the quantity of the stock item being prepared for shipment and already shipped for this order.
Ingående antal The quantity of the item to be shipped; that is, the total quantity minus the quantity shipped according to closed shipment documents.
À pris

The cost for a single unit (the unit of measure is specified in the UoM column) of the item. For information about how the unit cost is calculated, see About item costs and valuation methods

(This column is only available if the setting Show gross margin/profit is selected in the Inställningar försäljningsorder (SO101000) window.)
À pris The price for a single unit (the unit of measure is specified in the UoM column) of the item.
If you had entered the unit price manually and saved the document, the value will not be updated by the system when you change the document date.
If you want to replace this price with the sales price currently available for the item, use the Recalculate prices action.
Manuellt pris Om den här kryssrutan är markerad innebär det att enhetspriset på denna rad har korrigerats eller angivits manuellt.
Om du avmarkerar kryssrutan uppdateras enhetspriset på dokumentraden med det aktuella priset (om ett sådant är angivet).

If you change the customer number in the sales order or return order, the system does not update unit prices in the lines for which this check box is selected.

For more information on changing the customer number in a sales order, see: About sales order processing options.
Rabattkod (The column is only available if the Customer and supplier discounts functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window, and it is not available for orders of the Transfer type.)
The code of the discount that has been applied to this line.
Rabattsekvens (The column is hidden by default and is only available if the Customer and supplier discounts functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)
The ID of the discount sequence that has been applied to this line.
Rabatt, %

The percent of the line-level discount that has been applied manually or automatically to this line item (if the item is not a free item).

A selected Manual discount check box indicates that the percent of the discount is specified by the line discount that has been applied manually, or has been entered manually or calculated based on the discount amount entered manually for this line item.

Om kryssrutan Manuell rabatt markerats, kan du ange procentandelen manuellt så räknas rabattbeloppet ut automatiskt.
Rabatt, belopp

The amount of the line-level discount that has been applied manually or automatically to this line item (if the item is not a free item).

The selected Manual discount check box indicates that the amount of the discount is based on the line discount that has been applied manually, or has been specified manually or calculated based on the discount percent entered manually for this line item.

If the Manual discount check box is selected, you can enter the amount manually and the discount percent will be calculated automatically.
Manuell rabatt

Om den här kryssrutan är markerad har rabatten använts manuellt.
With this check box selected, you can enter either the discount percent or the discount amount, or you can select the discount code of one of the discounts intended for manual application.
If you select the Free item check box for the line item, the Manual discount check box is selected automatically.

If you change the customer number in the sales order or return order, the system does not update the line-level discounts in the lines for which this check box is selected.
For more information on changing the customer number in a sales order, see: About sales order processing options.
Rabatterat enhetspris The unit price, which has been recalculated after the application of discounts.
Average cost

The total cost of the item in the warehouse, divided by the total quantity of the item in the warehouse.

(This column is only available if the setting Show gross margin/profit is selected in the Inställningar försäljningsorder (SO101000) window.)
Manuellt belopp

The unit price multiplied by the quantity, deducted with the line discount.

If you had entered the manual amount once and saved the document, the value will not be updated by the system when you change the document date.
If you want the manual amount to be recalculated automatically based on the applicable sales price, use the Recalculate prices action.
If the Free item check box is selected for this stock item, the manual amount is set to 0.
Startdatum för periodisering

(This column only appears if the Deferred revenue management functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)

Datumet då periodiseringen ska starta för den valda artikeln. Det här datumet kan anges manuellt om periodiseringsnyckeln som tilldelats artikeln baseras på bokföringsmetoden Flexibel efter perioder, proportionellt över dagar eller Flexibelt efter dagar i perioden.
Slutdatum för periodisering

(This column only appears if the Deferred revenue management functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)

The date when the process of deferred revenue recognition should finish for the selected item; this date can be specified manually if the deferral code assigned to the item is based on the Flexible by periods, prorate by days or Flexible by days in period recognition method.
Ofakturerat belopp (This column is not available for orders of the Transfer type.)
The amount not yet invoiced for the line, calculated as the line amount (after line discounts were applied) minus the line amount in the invoice or invoices generated for the order.
Begärd den The date when the customer wants to receive the goods; the default value is specified in the Requested on field in the top part.
These dates can be different for different lines if the order-level shipping rule is Back orders allowed.
For information on shipping rules, see: About shipping rules.
Ship on

The date when the item should be shipped.
By default, this date is calculated as a date that is earlier than the Requested on date (for this line) by the number of lead days but not earlier than the current business date.
You can modify the date only if the order-level shipping rule is set to the Back orders allowed option on the Delivery settings tab.

If you change the Requested on date for the order, the system prompts you to choose whether you want to keep the dates specified for each line or to update the respective dates with the new Requested on date.

In the Behandla ordrar (SO501000) window, you can select the orders for creating shipments by the Ship on dates specified in their lines if you select the By ship date option in the Select by field and specify the range for scheduled shipment dates in the Start date and End date fields.
Leveransregel

The way the line item should be shipped. Välj ett av följande alternativ:

  • Back orders allowed
    The ordered quantity can be delivered in multiple shipments.
    If the ordered quantity is not available, the available quantity is shipped, and the remaining quantity (open quantity) can be shipped later.
    The line is not completed until it has a non-zero open quantity. The order gets the Back order status.

  • Cancel remainder
    The ordered quantity should be delivered in one shipment, but if the ordered quantity is not available, the available quantity is shipped and the remainder is cancelled.
  • Ship only when complete
    The ordered quantity should be delivered in one shipment.
    If the ordered quantity is not available for shipping, the order with this line gets the Back order status.

För mer information, seAbout shipping rules.
Min. utleverans (%) The minimal percentage of goods shipped (with respect to the ordered quantity) to consider the order shipped completely.
This setting is not applicable to items with specified serial or lot numbers that should be shipped exactly as specified.
Max utleverans (%) The maximum percentage of goods shipped (with respect to the ordered quantity) allowed by the customer.
This setting is not applicable to items with specified serial or lot numbers that should be shipped exactly as specified.
Slutförd A check box that can be selected to indicate to the system that this line is completed.
Mark for purchase order

A check box that indicates (if selected) that the order line was marked for purchasing (if it has not been shipped completely).
If you select this check box, the line will be visible in the Purchases workspace and available for adding to a purchase order.

The Mark for purchase order check box can be selected if the line item is a stock item or non-stock item that has both the Require shipment and Require receipt check boxes selected in the Ej lagerförda artiklar (IN202000) window.
Leverantörspris

This field is populated with the first available value in the following order of priority:

  1. The default supplier's price for the item set in the Leverantörspriser (AP202000) window, the Price column.
  2. The default supplier's Last supplier price, collected from the Stock items (IN202500) window, the Supplier details tab.

You can override the default supplier for the line item by changing the Supplier column for the line.

You can set the Supplier price manually if the Override supplier price check box is selected in the Inställningar försäljningsorder (SO101000) window, the General information tab.
Purchase order source

The type of purchase order to be used to fulfill this line, which can be one of the following options:
Parti-/serienr. (This column only appears if the Lot and serial tracking functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window and is only available for orders of the RR type.)
The lot or serial number of the item for returns.
Förfallodatum The expiration date for the item with the specified lot number.
The column only appears for orders of the RR type.
Orsakskod

The reason code to be used for creation or cancellation of the order, if applicable.
A reason code is required on creation of orders of the CR predefined order type.

Only reason codes with the Sales or Issue usage can be selected.
Säljare (This column only appears if the Commissions functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window and is not available for orders of the TR type.)
The salesperson associated with the sale of the line item.
Kategori (This column is not available for orders of the TR type.)
The VAT category ID that applies to the line item. Se ävenAbout suggested VAT categories.
Provisionsberättigande (This column is only available if the Commissions functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window and is not available for orders of the TR type.)
A check box that indicates that this line is subjected to sales commission.
The details of commissions are shown on the Commissions tab.
Alternativt artikelnr The alternative ID for the item, such as the item ID used by the customer.
Radbeskrivning Beskrivningen som lämnats för den lagerförda artikeln.
Koddel The subaccount to be used for this line to record sales, according to the selected option in the Combine sales sub. from field in the Ordertyp (SO201000) window. Den här kolumnen går att redigerad.
Uppgift (This column is only available if the Project management functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)
En särskild uppgift i projektet som detta dokument är knutet till.
Extended cost

The extended cost of the item, which is the unit cost multiplied by the quantity. You can manually enter an amount that is not based on the unit cost.

(This column is only available if the setting Show gross margin/profit is selected in the Inställningar försäljningsorder (SO101000) window.)
Extern länk In this column, you can write a reference for the line to any other document or system.
Kontonr The income account to be used for this line to record sales, according to the selected option in the Use sales account from field in the Ordertyp (SO201000) window. Den här kolumnen går att redigerad. Se ävenAbout suggested sales accounts.
Ordertyp The type of sales order in which this line item is listed.
Ordernr. The reference number of the sales order in which this line item is listed.
Sorteringsordning The order number of the document line. The system regenerates this number automatically when you reorder the lines in the table.
Linjetyp

The line type for the sales order line, which can be one of the following options:

  • Misc. charge: for non-stock items that do not require shipment.
  • Goods for warehouse: for stock items.
  • Non-stock goods: for non-stock items that require shipment.
Radnr. The original order number of the document line. This number is not updated after reordering lines.
Base order qty The quantity of the item sold, expressed in the base unit of measure. This quantity is used for calculating discounts if The base UOM option is selected in the Apply quantity discounts to field on the Price/discount settings tab of the Kundreskontra (AR101000) window.
ROT or RUT deductible Om den här kryssrutan är markerad innebär det att RUT- eller ROT-avdrag kan göras för artikeln på raden, enligt inställningarna i fönstret Ej lagerförda artiklar (IN202000). Gäller bara för ej lagerförda artiklar.
Artikeltyp

Artikeltyp visas när det finns ett ROT- eller RUT-avdrag tillgängligt. Du kan redigera denna kolumn.

Typen av artikel som valts i Stock items (IN202500) eller Ej lagerförda artiklar (IN202000). Från alternativet Typ under ROT- och RUT-inställningar.

För en lagerförd artikel kan detta vara:

  • Material cost
  • Övriga kostnader.
För en ej lagerförd artikel, kan detta vara:
  • Tjänst
  • Materialkostnad
  • Övriga kostnader.
Om ingen Typ valts i Stock items (IN202500) eller Ej lagerförda artiklar (IN202000), användsÖvriga kostnader som standard.
Typ av arbete Typen av arbete som artikeln är relaterad till. I enlighet med alternativet som valts i Ej lagerförda artiklar (IN202000) eller Stock items (IN202500). Den här kolumnen går att redigerad.
Avdragsgillt belopp Skrivskyddad kolumn. Beloppet som kunden kan dra av för artikeln på raden, om den är avdragsgill.
Leverantör The supplier that will supply the item, by its ID.
Leverantörsnamn The name of the supplier that will supply the item.
Supplier currency ID ID-numret för valutan som används vid transaktioner med leverantören.
Supplier UoM The item's unit of measure used by the supplier.

When you select a line, more information about the line item is displayed in the table footer.

Element Beskrivning
On hand The quantity of the stock item currently on hand at the warehouse.
available for assembly (This element only appears when you select a line with a stock kit.)

The quantity of kits that can be assembled based on component availability.
available The quantity available of the item at the specified warehouse, according to the availability calculation rules set in the Item classes (IN201000) window for the item's item class.

When you select a line with a non-stock kit, the quantity of this non-stock kit on open and on hold sales orders is displayed in round brackets.
available for shipping

The quantity of the item available for shipping from the selected warehouse.

This value is calculated by the system based on the quantity on hand with quantities on issues and quantities shipped and on shipping deducted.
allocated The quantity of the item that is reserved in any of the available warehouses.
Vinst

The profit on the line.

(This element only appears if the Show gross margin/profit check box is selected in the Inställningar försäljningsorder (SO101000) window.)
Marginal

The margin on the line.

(This element only appears if the Show gross margin/profit check box is selected in the Inställningar försäljningsorder (SO101000) window.)
Mark-up

The markup on the line.

(This element only appears if the Show gross margin/profit check box is selected in the Inställningar försäljningsorder (SO101000) window.)
Replacement cost for the unit or Expected unit cost

The cost or expected cost to replace the item.

When the Use replacement cost for margin/profit check box in the top part is selected, the Replacement cost for the unit is collected from the Supplier price column in the table. If Supplier price is not set, the Replacement cost for the unit is set as the item's Last cost, collected from the Stock items (IN202500) window, the Price/cost information tab, the Cost statistics section.

When the Use replacement cost for margin/profit check box in the top part is not selected, the Expected unit cost is collected from the Unit cost column in the table.

(This element only appears if the Show gross margin/profit check box is selected in the Inställningar försäljningsorder (SO101000) window.)

(This dialog box is only available for the following document types:credit notes (CM), generic authorised returns (RM), returns for credit (RC), or returns with replacements (RR).)

You use this dialog box to add lines from an existing document of the selected type to this return order.
The dialog box provides a top part and a table.
The selected lines of the documents are added to the return order without changes: The system makes no price or discount updates, and no updates due to exchange rate fluctuations.

Element Beskrivning
Typ The type of documents available for selection in the dialog box, which can be one of the following: Invoice, Cash sale, or Debit note.
Fakturanr The reference number of the document whose lines you want to add to the return order.
Show non-stock kits by component

Om du markerar den här kryssrutan for the table to display the stock item components of non-stock kits if there are any in the selected document.

If this check box is cleared, non-stock kits are displayed as is.
Kolumn Beskrivning
Artikelnummer The item ID of the stock item or kit specified in the document line.
Lager The warehouse from which the specified quantity of the item was sold.
Plats The warehouse location from which the specified quantity of the item was sold.
Enhet Enheten som används för artikeln.
Antal The quantity of the item specified in the document line.
For a component of a non-stock kit, this column shows the total quantity, which is the quantity of the non-stock kit specified in the document line multiplied by the quantity of this component assembled in the non-stock kit.

Suppose that in the system there is a non-stock kit, NSKIT1, that includes 5 NSKITITEM1 stock items, and you have processed a sale of 2 NSKIT1 kits.

If you select the Show non-stock kits by components check box, the table will show the document line with the NSKITITEM1 ID and a quantity of 10.
Parti-/serienr. The lot or serial number assigned to the specified quantity of the item.
Radbeskrivning The description provided for the line in the original document.
Knapp Beskrivning
Lägg till Adds the selected items.
Lägg till och stäng Adds the selected items and closes the dialog box.
Avbryt Cancels the changes and closes the dialog box.

In this dialog box, you select the items to be added to the sales order and specify their quantities.
By using this dialog box, you can find an item by a string in the item's item ID, alternative item ID, or description, and view the item availability information for various warehouses.

You can specify the quantities to be delivered from different warehouses to which your user account has access.

Element Beskrivning
Artikelnummer The item ID of an item, or a string in the item ID, alternative item ID, or description to be searched for.
Barcode The barcode of the item.
Lager

(This field only appears if the Warehouses functionality is enabled in your system.)

The warehouse where the items are stocked.
Leave the field blank to view information about all warehouses to which you have access.
Artikelklassnr The item class of the item.
Show available items only A check box that indicates (if selected) that only items whose available quantities are greater than 0 will be listed.
All items A button that indicates (if selected) that all items will be searched by using the specified criteria.
Sales after

A button that indicates (if selected) that only items sold to this customer since the particular date (which you specify in the adjacent Sales after field, which appears as soon as you click the button) are searched.

The date that appears by default in the Sales after field is the date three months earlier than the current business date.
Kolumn Beskrivning
Qty. selected The quantity of sales units of the item (under the specified item ID) that you want to add to the order.
Artikelnummer The item by its item ID.
Beskrivning The description of the item with the specified item ID and subitem code.
Försäljningsenhet The unit of measure used as a sales unit for the item.
Qty. available

Calculated as On hand quantity plus quantity in unreleased purchase orders minus the quantity in unreleased sales orders. Note that you can configure the way availability data is calculated in accordance with your company's policies. You specify calculation options for each item class in the Item classes (IN201000)window.
Qty. on hand The quantity on hand of this item at the specified warehouse.
Alternativt artikelnr

The alternative ID for the item, such as the item ID used by the customer or any supplier.
Typ av alt. artikelnr The type of alternative codification used for the item if applicable; it can be one of the following options: Customer part number, Supplier part number, Global, or Barcode.
Alternate description The description provided for the alternative item ID.
Lager

(This column only appears if the Warehouses functionality is enabled in your system.)

The warehouse where the items are stocked.
Qty. last sales

(This column is hidden by default; it appears and is populated if the Sales efter check box is selected.)

The quantity of the item last sold to the customer.
Valuta

(This column is hidden by default; it appears and is populated if the Sales efter check box is selected.)

The currency of the price.
Last unit price

(This column is hidden by default; it appears and is populated if the Sales efter check box is selected.)

The price used for the last sale.
Last sales date

(This column is hidden by default; it appears and is populated if the Sales efter check box is selected.)

The date of the last sale.
Artikelklassnr The item class of the item.
Beskrivning artikelklass The description provided for the item class.
Prisklass The price class of the item.
Knapp Beskrivning
Lägg till Adds the selected items.
Lägg till och stäng Adds the selected items and closes the dialog box.
Avbryt Cancels the changes and closes the dialog box.

(This dialog box is only available if the order line has a Mark for purchase order check box selected.)

You use this dialog box to link the line of the sales order that has been marked for purchasing to one or more purchase orders.
The dialog box provides a top part and a table.

Element Beskrivning
Purchase order source

The source to be used to fulfill this line, which can be one of the following options:
Purchase to order or Drop ship.

(Drop ship only appears if the Drop shipments functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)
Leverantör The supplier from which the goods have been ordered.
Select a particular supplier, or leave the field blank to view orders for different supplier.
Purchase warehouse

(This field only appears if the Multiple warehouses functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)

The destination warehouse for the items to be purchased.
Kolumner Beskrivning
Typ The type of purchase order.
Ordernr The reference number of the purchase order, which is a link to the purchase order.
Lev. fakturanr. The reference number used by the supplier.
Linjetyp The line type of the purchase order, which can be one of the following options:
Goods for warehouse or Goods for sales order.
Artikelnummer The item by its item ID.
Leverantör The supplier that will supply the item, by its ID.
Leverantörsnamn The name of the supplier that will supply the item.
Promised The date when the items should be shipped, according to the purchase order.
Enhet The unit of measure used for purchases.
Inleveransantal The quantity of items ordered.
Available quantity The quantity of the item that has not been linked to any sales order and is available for the sales order.
Ingående antal The quantity of items that were not shipped.
Radbeskrivning The description provided for the line in the purchase order.
Knapp Beskrivning
Save Adds the selected lines to the order and closes the dialog box.
Avbryt Cancels the changes and closes the dialog box.

Here you can view detailed information about stock items available at warehouses. For more information about this window, see Inventory summary (IN401000).

This tab is not available for orders of the Transfer type.
The columns in this tab, which the system fills out automatically when you click , contain information on all individual taxes applied to the document lines.
The VAT listed on the tab are those that are included in both the VAT categories of line items and the VAT zone of the customer shipping location.

Kolumn Beskrivning
Momskod Momskoden som används i dokumentet.
Momssats Momssatsen som används.
Momsgrundande belopp The taxable amount for the specific VAT calculated through the document.
Momsbelopp Momsbeloppet för den specifika momskategorin.

On the Commissions tab of the window, you can view the commissions calculated for this sales order.
This tab only appears if the Commissions functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
The tab is not available for orders of the Transfer type.

Element Beskrivning
Säljare

The ID of a salesperson to be used by default for each sales order line.
Kolumn Beskrivning
Säljare The salesperson who participated in sales.
Provision % The percentage of commission generally earned by the salesperson.
Provision The commission amount earned by the salesperson on this document.
Provisionsgrundande belopp The amount used to calculate the commission.

This tab holds the customer's invoice information for the sales order.

Element Beskrivning
Ange ny kontakt Om du markerar den här kryssrutan to override the default contact information.
Företagsnamn Kundens juridiska företagsnamn som används på dokumenten.
Till Mottagarraden som används i ditt företag, för att brev som inte är adresserade till en specifik person ska hamna hos rätt person.
Telefon 1 Kundens standard telefonnummer.
E-post E-postadressen till kunden, i egenskap av affärsenhet.
Ange ny adress Om du markerar den här kryssrutan to override the default address information.
Adressrad 1 Den första raden i faktureringsadressen.
Adressrad 2 Den andra raden i faktureringsadressen.
Adressrad 3 Den tredje raden i faktureringsadressen.
Postnummer Kundens postnummer.
En regel för hur postnummer ska anges kan ställas in i fönstret Countries/counties/postcodes (CS20400S).
Ort Kundens ort.
Land Kundens land.
Kommun Kundens kommun.
Element Beskrivning
Företagsgren The branch with which this order is associated.
Override VAT zone This check box indicates (if selected) that the selected customer's VAT zone will not be overridden if a ship via code is changed for the order.
Zon kund

(This field is not available for transfer orders.)
The VAT zone to be used to process customer sales orders, which generally is the zone associated with the customer's delivery address.

By default, the customer VAT zone is set to the VAT zone of the customer location specified for the order; if a VAT zone is not specified and the order is to be shipped via a common carrier, the customer VAT zone is the VAT zone determined by the postcode of the delivery address; if the order is not to be shipped by a common carrier, the customer VAT zone is the VAT zone assigned to the selling branch.

If the sales order was created from a quote that has a VAT zone specified, this VAT zone is by default set to the VAT zone specified for this quote.

You can override the default VAT zone; to keep the selected VAT zone, select the Override VAT zone check box.
Fakturera separat (This field does not appear for transfer orders.)
A check box that indicates (if selected) that this document should be invoiced separately (that is, it requires a separate invoice).
Fakturanr (This field does not appear for transfer orders.)
The reference number of the invoice generated for this order.
This field is only available for orders of the Invoice (IN) type if the Invoice separately check box is selected in the Ordertyp (SO201000) window for the order type.
You can enter a reference number for the invoice (before you click Prepare invoice in the Actions menu on the toolbar) if the numbering sequence assigned to invoices in the Ordertyp (SO201000) window is configured for manual numbering.
Fakturadatum (This field does not appear for transfer orders.)
The date of the invoice generated for the order.
You can enter the date manually if the Invoice separately check box is selected for the order type in the Ordertyp (SO201000) window.
Betalningsvillkor (This field does not appear for transfer orders.)
Betalningsvillkoret som används vid transaktioner med kunden.
Förfallodatum (This field does not appear for transfer orders.)
The due date of the invoice according to the payment terms.
Kassarabattsdatum (This field does not appear for transfer orders.)
The date when the cash discount is available for the invoice based on the payment terms.
Period The period to post the transactions generated by the invoice.
ID Arbetsgrupp The work group responsible for the sales order.
Uppdragsägare The user in the work group who is responsible for the sales order.
Orig. order type The type of the original order; this field is available only for returns.
Orig. order no. The reference number of the original sales order (for returns).
E-post skickad A check box that indicates (if selected) that the order was emailed.
Element Beskrivning
Ref. nr. för kontrakt ID-numret för ett kontrakt.

This tab is not available for orders of the Transfer type.

Element Beskrivning
Betalningsmetod The payment method to be used to pay for the sales order.
By default, it is the customer's default payment method, but you can select another method for the order.
Beskrivning En beskrivning av betalningsmetoden.
Likvidkonto The cash account associated with the customer payment method.
The field is filled in automatically with the cash account specified as the default for the selected method.
Betalningsref. Betalningens referensnummer.
Processing status

Skrivskyddat.
This field shows the processing status of the card transaction returned by a processing centre after a user has initiated authorisation, capture, or void.
PC response reason

Skrivskyddat.
This field shows the processing details of the card transaction returned by a processing centre after a user has initiated authorisation, capture, or void.
Pre-auth.no.

Skrivskyddat.
This field shows the reference number of the authorisation transaction returned by a processing centre after a user has initiated authorisation.
Authentication expires on

Skrivskyddat.
This field shows the date when the transaction authorisation expires.
Pre-authorised amount

Skrivskyddat.
This field shows the amount that has been authorised.
Summa betalning

Skrivskyddat.
This field shows the payment total amount.
Unpaid balance Skrivskyddat.
This field shows the amount that has not been paid if the sales order was paid partially.
Register transaction no. Skrivskyddat.
This field shows the reference number of the transaction that captured the specified amount.
Orig. PC ref. no. Skrivskyddat.
This field shows the reference number of the transaction in the processing centre.

This tab contains delivery information, including the customer's ship-to address, shipping terms, and zone.

Also, you can specify the boxes to be used for the order.

Element Beskrivning
Ange ny kontakt Om du markerar den här kryssrutan to override the default contact information.
Företagsnamn Kundens juridiska företagsnamn som används på dokumenten.
Till Mottagarraden som används i ditt företag, för att brev som inte är adresserade till en specifik person ska hamna hos rätt person.
Telefon 1 Kundens standard telefonnummer.
E-post E-postadressen till kunden, i egenskap av affärsenhet.
Ange ny adress Om du markerar den här kryssrutan if this is not the default address of the customer.
Adressrad 1 Den första raden i leveransadressen.
Adressrad 2 Den andra raden i leveransadressen.
Adressrad 3 Den tredje raden i faktureringsadressen.
Postnummer Postnumret. An input mask for the postcode can be set by using the Countries/counties/postcodes (CS20400S) window.
Ort Kundens ort.
Land Kundens land.
Kommun Kundens kommun.
Element Beskrivning
Schemalagd utleverans The date when the ordered goods are scheduled to be shipped.
By default, it is the date that is specified in the Requested on field minus the number of lead days, but it is not earlier than the current business date.
You can set this date manually.
Ship separately This check box indicates (if selected) that the goods for the customer should be shipped separately for each sales order.
Leveransregel

An option that controls whether incomplete and partial shipments for the order are allowed. Välj ett av följande alternativ:

  • Ship only when complete
    This option indicates that the required quantity should be delivered in one shipment. Nothing will be shipped until the complete quantity is in stock.
  • Back orders allowed
    This option indicates that the required quantity can be delivered in more than one shipment, with the remainder back-ordered.
  • Cancel remainder
    This option indicates that the required items should be delivered in one shipment, but if the requested quantity is not available, the available quantity is shipped and the remainder is cancelled.

For more information on processing sales orders with different shipping rules, see: About shipping rules.
Cancel by The date when the order should be cancelled if the Back orders allowed option has been selected in the Shipping rule field. The suggested date in this field is generated based on the value in the Days to keep field on the General settings tab in the Ordertyp (SO201000) window.
Avbruten A check box that indicates (if selected) that the order has been cancelled on the date specified in Cancel by.
Förvalt lagerställe The warehouse from which the goods should be shipped; the warehouse specified here appears as the default ship-from warehouse in the Shop for rates dialog box for all the packages.
Utleverans via The ship via code that represents the carrier and its service to be used for shipping the ordered goods.
For this ship via code, if Manual is specified as the freight calculation method ,the freight cost must be specified in the Freight cost field on the Totals tab (in this window).
Changing the Ship via code for an open sales order may update the customer VAT zone specified in the Customer VAT zone field on the Financial settings tab. To prevent the selected customer VAT zone from being overridden if the ship via code is changed, select the Override VAT zone check box on the Financial settings tab.
Packages (button)

Opens the Shop for rates dialog box, so you can manually select the boxes for the order or view the automatically suggested packages if the Automatic packaging functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Betalningsansvar transport The point where ownership of the goods is transferred to the customer.
Prioritet (This setting has no business logic tied to it in the current version and can only be used for informational purposes.)
The level of priority for processing orders of this customer, as specified for the customer on the Delivery settings tab of the Kunder (AR303000) window.
Leveransvillkor The shipping terms used for this customer.
Leveranszon The shipping goods of the customer.
Hemleverans Om du markerar den här kryssrutan to indicate that the shipment should be delivered to a residential area.
Lördagsleverans A check box that indicates (if selected) that the order may be delivered on Saturday.
Försäkring Om du markerar den här kryssrutan to indicate that insurance is required for this order.
Element Beskrivning
Transaktionstyp

A pick list where you select the transaction type to be used for Intrastat reporting.

You can also set a default transaction type for each order type. This is done in the Ordertyp (SO201000) window.

By using this dialog box (which appears when you click the Packages button), you can manually select the boxes and specify their gross weight.

If the Automatic packaging functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window, the system automatically calculates the optimal set of packages for each order or shipment, and you can view and adjust them, if needed.

The particular packages defined with the help of the Shop for rates dialog box will be used for shipment only if you select the Manual packaging check box in this dialog box; if you do not, the system may recalculate the packages when it creates a consolidated shipment or the order is changed.
Element Beskrivning
Ordervikt The total weight of the order in the base UoM—that is, the weight of the items specified in the sales order.
About units of weight and volume.
Kollivikt The gross weight of the order in the base UoM, which includes the order weight and the weights of the boxes selected for order packaging.
weight calculation, see: About units of weight and volume.
Manual packaging This check box indicates (if selected) that the packages selected for the order in this dialog box will be used for shipping.
You can select this check box and then select the boxes for the order manually in the Packages table, or you can review the suggested packages and then select the Manual packaging check box.
If you select this check box, the packages will not be automatically recalculated to further optimise the cost even if the order is included in a consolidated shipment.

This table includes the list of boxes used for this order.
If the items should be packed manually, you can select the boxes for packages and specify the weight of each package.

Knapp Beskrivning
Refresh packages Recalculates packages for the carrier selected in the Packages table.
Kolumn Beskrivning
Box ID The box used for the package.
Beskrivning The description provided for the box.
Ship from warehouse The warehouse from which the current package should be shipped.
By default, it is the warehouse selected as the Preferred warehouse ID on the Delivery settings tab of this window.
Viktmått The unit of measure used to specify the package weight.
Gross weight The gross weight of the package, including the weight of the box.
For an automatically created package, the weight of the box has been added automatically.
For manual packages, you can enter the gross weight.
Tullvärde The estimated value of the package, to be used for insurance calculation.
If you need to adjust the declared values for the packages, select the Manual packaging check box to prevent automatic recalculation of packages on any changes to the order or on automatic creation of shipments (which might reset the declared values to 0).
Cost of delivery This check box indicates (if selected) that the package should be paid for on delivery.
If you need to change this setting (Cost of delivery) for the package, select the Manual packaging check box to prevent automatic recalculation of packages on any changes to the order r on automatic creation of shipments (which might reset the Cost of delivery check box to the default value).

This tab has a table showing the Document- and Group-level discounts that we reapplied to the document.
This tab is available only if the Customer and supplier discounts functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window; it is not available for orders of the Transfer type.

Verktygsraden innehåller endast standardfunktioner.

Kolumn Beskrivning
Hoppa över rabatt Om du markerar den här kryssrutan to cancel a Group- or Document-level discount for the sales order.
Selecting the check box updates the document total and the line amounts, but does not remove the record of the cancelled discount from the Discount details table.
Rabattkod The ID (code) of the discount applied to the document.
Sekvensnr Sekvensnumret på rabatten som använts på dokumentet.
Typ The type of discount whose series was applied to the document (Group or Document).
Manuell rabatt A check box that indicates (if selected) that the discount shown in this row has been applied manually (one of the Group- or Document-level discounts marked as Manual in the Rabattkoder (AR209000) window).
Rabatterat belopp The amount used as a base for discount calculation if the discount is based on the amount.
Rabatterat antal The quantity used as a base for discount calculation if the discount is based on the item quantity.
Rabatt, belopp Rabattbeloppet.
Rabatt, % Rabatten i procent om rabatten räknas ut som en procentandel.
Gratisartikel The item ID of the free item, if one is specified by the discount applied to the document.
Antal gratisartiklar Antalet gratisartiklar som ska användas som rabatt.

This tab has a table showing the invoiced shipments for the order.

Kolumn Beskrivning
Utleveransnr The reference number of a shipment created to fulfill the sales order.
Shipment type The type of the shipment.
Document no. Link to the shipment. Clicking the link opens the Shipments (SO302000) window.
Status The status of the shipment.
Leveransdatum The date of the shipment.
Utlevererat antal The quantity of goods on the shipment.
Levererad vikt The weight of the shipped goods in the shipment (net weight).
Levererad volym The volume of the shipment.
Fakturatyp Typen av faktura.
Fakturanr The reference number of the invoice generated for the shipment.
Inventory doc type The type of inventory document generated for the shipment.
Ref.nr. lager The reference number of the inventory document generated for the shipment.
Åtgärd The inventory operation to be performed for the shipment: Issue or Receipt.
Ordertyp The type of document that was used when creating this shipment. For details on each type, see About predefined types of sales orders.

(This tab is not available for orders of the Transfer type.)

By using this tab, you can create a prepayment or payment for this sales order or link the order to existing payments or prepayments (to reserve them for the order).
No payment can be created for a sales order with any of the following statuses: Voided, Cancelled, Pending approval, or Rejected.

För mer information, se About payment reservation for sales orders.

This tab has a table that shows the prepayments and payments reserved for this sales order.

Knapp Beskrivning
Create prepayment Opens the Kundinbetalningar (AR302000) window as a pop-up so you can create a prepayment for this sales order.
This action is not available for orders with the Voided or Cancelled status.
If approval of sales orders is configured in your system, this action is not available for orders with the Pending approval or Rejected status.
Create payment Opens the Kundinbetalningar (AR302000) window as a pop-up so you can create a payment for this sales order.
This action is not available for orders with the Voided or Cancelled status.
If approval of sales orders is configured in your system, this action is not available for orders with the Pending approval or Rejected status.
Visa betalning Opens the Kundinbetalningar (AR302000) window as a pop-up so that you can view the details of the selected prepayment or payment.
Kolumn Beskrivning
Posttyp The type of payment document available for applying to the sales order.
Fakturanr Betalningsdokumentets referensnummer.
Lagd till order The amount of the payment to be applied to the order.
Överförd till faktura The amount of the payment that has been applied to the customer ledger invoice generated for the order.
Restbelopp The balance of the order.
Status The status of the payment.
Betalningsref. Betalningens OCR-nummer.
Betalningsmetod Betalningsmetod som används för betalningen.
Likvidkonto Likvidkontot som är kopplat till betalningsmetoden.
Betalt belopp The amount of the payment or prepayment.
Valuta Betalningens valuta.

This tab displays the totals calculated for the document.

Element Beskrivning
Radsumma

(This field does not appear for transfer orders.)

The total amount on all document lines with stock items and non-stock items that require shipment, after Line-level discounts are applied. This total does not include the freight and premium freight amounts.

This total is calculated as the sum of the amounts in the Manual amount column on the Document details tab for lines of the Goods for warehouse and Non-stock goods line type.
Summa div.

(This field does not appear for transfer orders.)

The total amount on all document lines with non-stock items that do not require shipment, after Line-level discounts are applied.

This total is calculated as the sum of the amounts in the Manual amount column on the Document details tab for lines with the Misc. charge line type.
Summa rabatt

Den totala rabattsumman för dokumentet.

Detta belopp inkluderar rabatt på både grupp- och dokumentnivå.
The discounts of the Group and Document levels are listed on the Document details tab; the Line discounts are shown on the Document details tab.

Fältet visas bara om Kund- och leverantörsrabatter har aktiverats i fönstret Aktivera/inaktivera funktioner (CS100000).
Moms, total The VAT total calculated for the document.
Element Beskrivning
Ordervikt The total weight of the goods according to the document.
Ordervolym The total volume of goods according to the document.
Kollivikt Detta fält går inte att redigera.
The total (gross) weight of the packages for this sales order, including the weight of the boxes used for packages.
You can modify the gross weight of the packages in the Packages table of the Shop for rates dialog box that you can invoke on the Delivery settings tab by clicking the Packages button.
Fraktkostnad (This field does not appear for transfer orders.)
The freight cost calculated for the document.
Frakt

(This field does not appear for transfer orders.)

The freight amount calculated in accordance with the shipping terms.

För mer information, se About freight calculation.
Premiumfrakt

(This field does not appear for transfer orders.)

Any additional flat charges for handling the order.

To correct the excessive freight charges in a previous order of the customer, you can manually adjust the premium freight amount in the current order. When entering a negative freight amount, make sure that the total amount in the order is greater than or equal to zero. Otherwise, an invoice that is generated for the order cannot be released.
Freight VAT category (This field does not appear for transfer orders.)
The VAT category that applies to the total freight amount.
By default, it is the tax category associated with the ship via code selected for the order.
Element Beskrivning
Unshipped quantity The quantity of the stock items not yet shipped according to the sales order.
The unshipped quantity for each line is specified in the Open qty. column.
Unshipped amount

The sum of unshipped amounts calculated for the lines with non-zero unshipped quantities of stock items.

The unshipped amount for each line is calculated as the amount in the Manual amount column (after Line-level discounts were applied) divided by the line quantity (the Qty. column) and multiplied by the unshipped quantity (the Open qty. column).

At the moment of order creation when no item quantities are shipped, the amount is equal to the Line total + VAT total; this total does not include any freight amount.
Ofakturerat antal

(This field does not appear for transfer orders.)

The quantity of stock and non-stock items that were not yet invoiced.
Ofakturerat belopp

(This field does not appear for transfer orders.)

The sum of not yet invoiced amounts for the lines with stock and non-stock items (in the Amount not yet invoiced column on the Document details tab).

The amount not yet invoiced for each line is calculated as the line amount (after line discounts were applied) minus the line amount in the invoice or invoices generated for the order.

At the moment of order creation when no invoice is generated, the amount is equal to Line total plus Misc. total plus Vat total minus Discount total.This total does not include any freight amount.
Summa betalning

(This field does not appear for transfer orders.)

The total amount that has been paid for this sales order.
Pre-authorised amount

(This field does not appear for transfer orders.)

The amount authorised for the order during the payment processing but not yet captured.
Unpaid balance

The unpaid amount of the order or Order total minus Payments total minus Pre-authorised amount.

Once an invoice for the unpaid amount of the order is generated, the unpaid amount becomes 0.
Knapp Beskrivning
Visa feedback från meddelanden Öppnar fönstret Webhook-meddelande, feedback där du kan se meddelanden som mottagits från det externa integrationssystemet.
Skicka meddelandet på nytt Skickar meddelandet på nytt.
Kolumn Beskrivning
Klart

Om meddelandet skickats visas True i kolumnen.
If it failed, the value is False.
Händelse

Här anges om ett konto skapats eller uppdaterats. En av följande händelser anges:

  • Enhet skapad
  • Enhet uppdaterad
  • Enhet raderad - är bara tillgängligt för konton
  • Dokumentstatus är ändrad
  • Extern åtgärd är utlöst
Status

Anger meddelandets status:

  • Skickad
  • Skickad på nytt
  • Tillgänglig
  • Förbrukad
Källa

Här visas varifrån händelsen skickats.

  • Visma.net ERP
    Om detta är källan, kan statusen vara Skickad eller Skickad på nytt.
  • API:er
    Om detta är källan, är statusen Tillgänglig. Den kan då skickas till det externa integrationssystemet.
  • Extern integratör
    Om detta är källan, är statusen Förbrukad. Kunden bekräftar att meddelandet mottagits.
Dokumentstatus

Anger att dokumentet har en ny status.

Till exempel, när en försäljningsorder ändrar status från Parkerad till Öppen.
Användare Användaren som gjort en ändring i enheten.
Datum Datumet då ändringen gjordes.
Meddelande En unik meddelandeidentitet som skickats.

This tab is displayed when you select the ROT or RUT deductible document check box in the top part of this window.

Element Description
Distribute automatically

(check box)

 When this check box is selected, the amount will be distributed equally among the specified personal IDs.
RUT

(check box)

 Select this option if the work is related to RUT (cleaning, maintenance, laundry) deduction.
ROT

(check box)

 Select this check box if the work is related to ROT (repairs, conversion, extension) deduction.

When you select this, you need to fill in either the Property field, or the Apartment and Corporate ID fields.
Apartment The apartment number.
Property The property number.
Corporate ID The housing cooperative's ID.

Here you can add the person(s) who will receive the tax deduction.

Column Description
Personal ID (YYYYMMDDNNNN) The personal ID in the format YYYYMMDDNNNN.
Amount The amount distributed to this person. If the Distribute automatically check box is not selected, you can edit this field and manually distribute the amount among the personal IDs.
Over 65 Om du markerar den här kryssrutan to indicate that this person is over 65 years old. This is not done automatically.
Elemant Description
Total deductible amount The total amount that is tax deductible.
Other cost The total amount for items of the Other cost type, including VAT.
Material cost The total amount for items of the Material cost type, including VAT.
Work price The total price of labour hours (items of the Service type), including VAT. This is the amount eligible for tax deduction.
Distributed amount or Undistributed amount

 

When the Distribute automatically check box is selected, this will display the total amount distributed among the specified personal IDs.

When the Distribute automatically check box is not selected, this will display the amount still to be distributed manually among the specified personal IDs.

Related concepts

Rapporter i Kundreskontra - översikt

About export types

About suggested sales accounts

About suggested VAT categories

About predefined types of sales orders

About sales order processing options

About shipping rules

About predefined mailings for customers and suppliers

About mailings for customers

About credit checks in the Sales workspace

About invoice order processing options

About links between sales orders and purchase orders

About payment reservation for sales orders

About sales orders with allocations

About sales VAT on sales orders and invoices

About processing transfer orders

About landed costs for transfers

About shipment processing options

Related tasks

Work with sales orders

Display profit and margin totals

Create a sales order

Create a sales order with allocations

Create a sales order with reserved allocations

Create a transfer order

Process a transfer order

Process multiple transfer orders

Create multiple shipments for one order

Related windows

Försäljningslönsamhet per artikel och order (AR671000)

Analys av försäljningslönsamhet (AR409000)

Shipments (SO302000)