Sales Order: General Area

Use this part of the sales order to specify general information relevant to all items in the document.

To access this area, choose Start of the navigation path Sales – A/R Next navigation step Sales Order End of the navigation path .

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Contact Person
Name of the default contact person as defined in the business partner master data. If required, specify a different contact person.

Customer Ref. No.
Displays the customer reference number, if defined.

No.
Field on the left: name of the numbering series. Specify a series. Field on the right: the number of the sales order. If you choose the manual series, specify the relevant number.

Status
The sales order status can be as follows: Open You can draw the document completely or partially to a document of a higher level. Open – Printed You printed the document and left it open. Cancelled You cancelled the document manually. Closed You closed the document manually or SAP Business One closed it automatically when you drew it to another document. Draft The document is a draft. Unapproved You cannot draw the sales order to a higher-level document.

Posting Date
Specify the posting date. The default value is the date on which the sales order is created. If required, change the date. Caution If you change this date, the continuity of the numbers and dates on a document is interrupted. End of the caution.

Delivery Date
Specify the date on which you deliver the goods and create the delivery document. Note When you enter or modify the Delivery Date in the General area of the window, the date is copied to the Delivery Date for all the rows on the Contents tab, including new and existing items. Confirm the system message to copy the Delivery Date to the row level. End of the note.

Document Date
The document date of the sales order, which is used for tax purposes. Change the date if required.

Currency
Specify the currency for the amounts in the sales order. If the customer currency equals the local currency, the options are Local Currency and System Currency. If the customer currency is a foreign currency, the options include BP Currency.

Branch
Select a branch for which you want to create the document. Note This field is available only if you have enabled multiple branches. End of the note.

Sales Employee
Specify the sales employee who initiated the sales order.

Owner
Specify the code of the employee who owns the sales order.

Remarks
Enter additional information regarding the sales order. You also can edit the field content after the document is added.

Total Before Discount
Total amount of the sales order before the discount is calculated. Note If the discount has been defined in the item or service row, the amount displayed in this field takes that discount into account. End of the note.

Discount %
In the field on the left, enter the percentage of discount. The field on the right displays the amount of the discount. When you update one field, the other field is updated respectively. You can change the values for these fields, if required.

Freight
Displays the total freight for the sales order. This field appears only if you have selected Manage Freight in Documents in Administration System Initialization Document Settings General .

Rounding
This field appears only if the rounding method has been defined as By Currency in Administration System Initialization Document Settings General . When the total amount of the document is rounded according to the rounding method determined by the currency, the difference between the original amount and the rounded amount appears in this field.

Tax
Tax amount for the sales order calculated according to your tax definitions.

Total
Total amount of the sales order including tax and discounts.

Payment Order Run
If the checkbox is selected, it indicates that this document, or at least one of its installments, is included in a payment order run. The checkbox is deselected in the following situations: The payment order row that includes this document or its installment(s) is removed from the payment order run. To remove a payment order row, in Payment Wizard: Step 6 - Recommendation Report, right-click the payment order row and choose Remove. The checkbox for this payment order row is deselected in the selection column. The payment order row that includes this document or its installment(s) is closed in the payment order run. To close payment order rows in which all the documents are fully paid, in Payment Wizard: Step 6 - Recommendation Report, choose the Close Payment Order Rows button. The Payment Order Status column displays C for the closed payment order rows. The payment order run that includes this document or its installment(s) is executed into a payment run. To execute a payment run, in Payment Wizard: Step 6 - Recommendation Report, choose the Next button. In Payment Wizard: Step 7 - Save Options, choose the Next button and choose Yes in the system message. Note When this checkbox is selected, the Copy From and the Copy To functions are disabled. End of the note. Note When this checkbox is selected, you cannot change values in the Due Date field in the general area and in the Payment Block field on the Accounting tab. End of the note.