Create or Clone a Sales Order (Standard Cost)

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Overview

Sales Orders are used to track demand for products and services sold. Sales Orders are often associated with Projects if there is a desire to track labor and expenses associated with the engagement.

Sales Orders can be created from an Opportunity, Work Order or by navigating to the Sales Order Tab and clicking the New button. Below are the steps to create a new Sales Order, independent from an Opportunity.

Do you want to:

Create a Sales Order from an Opportunity
Create a Manual Sales Order
Clone a Sales Order

Sales Order Fields and Descriptions
Sales Order Field Name	Field Description
Customer	Lookup to the customer Account record
Opportunity	Look up to the specific Opportunity record
Total	Total price of the all the Sales Order Lines (Rollup Summary)
Status	Picklist used to track the status of the Sales Order. This is typically used as part of business processes.
Currency	Picklist used to designate Sales Order Currency
Line Count	Number of Sales Order Lines for each Sales Order record. This is typically used for reporting or business process logic. Not shown on the default page layout, but can be added.
Shipment Count	Number of Shipment records for each Sales Order record. This is typically used for reporting or business process logic. Not shown on the default page layout, but can be added.
Ledger	What Ledger the Sales Order is written to

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Sales Order Lines Fields
Product	Lookup to the specific Product record referenced on the Sales Order Line
Unit Price	Price of the Product referenced on the Sales Order Line
Quantity Ordered	Number of individual units ordered
Total	Price of the individual Sales Order Line. Calculated by Unit Price x Quantity Ordered
Quantity Allocated	Number of items allocated from inventory to this Sales Order Line
Quantity Needed	Number of items unallocated for this Sales Order Line. Calculated by Quantity Ordered - Quantity Allocated
Quantity Shipped	Number of items shipped for this Sales Order Line
Purchase Order Line	Lookup to the specific Purchase Order Line related to this Sales Order Line
Quantity Ordered Supplier	Number of items ordered from the supplier on the related Purchase Order Line
Quantity Received Supplier	Number of items received from the supplier on the related Purchase Order Line
GL Accounting Variables (4)	Lookups to the specific GL Account Variables to track business segments
Project	Lookup to the specific Project this Sales Order Line is related to
Project Task	Lookup to the specific Project Task this Sales Order Line is related to
Comment	Text field for additional information

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Create a Sales Order from an Opportunity

Navigate to Accounting Home and click the Create Entries tab. Then, under the Revenues menu, click Opportunities.
Select a list view (other than the Recently Viewed list view).
Select the Opportunity for which you want to create a Sales Order.
Click Create Sales Order on the Opportunity detail page or list view page.
From the resulting intermediate Create Sales Order page, review and adjust the Sales Order Lines, to include the quantities, GL Variables, or Project associations.

Note: Click here to view the above image in full screen.

Any Products included on the Opportunity with the Sales Order Exclude field set to true, will show up on the Create Sales Order screen, but they will be marked to not be included in the resulting Sales Order.
The Sales Order Lines will be ordered as they are in the Opportunity Product Lines on the Opportunity.
The GL Variables set on the Product record will automatically populate on the Sales Order Line for each Product unless these variables are specifically overridden on the Opportunity Product Line.
Any Project and Project Task associations made on the Opportunity Product Line will be copied onto the resulting Sales Order Line.
Opportunity Product Lines with the same dimensions will be combined into a single Sales Order Line. The dimensions include the following:

Click Create.

Create a Manual Sales Order

Navigate to Accounting Home and click the Create Entries tab. Then, under the Orders menu, click Sales Orders.
On the Sales Order page, click New.
On the New Sales Order page, complete the necessary Sales Order information and click Save.
- Required Fields on this page:
- Non-Required Fields on this page:
Enter the Sales Order Lines by clicking Mass Add/Edit Rows. Otherwise, click New.
If Mass Add/Edit Rows was selected, click the Add New Line link to display the fields to populate. Then, continue with the next step. If New was selected, skip to step 9.
Enter both the Product and Quantity Ordered (these are required fields).
- If the Unit Price is not populated, the Sales Order Line will display a Total of $0.00.
Complete any additional fields as desired such as Product, Project, Project Task, and/or GL Variables.
Note: If a Project is entered on a Sales Order Line, then the Project Task will need to be entered, as well.
From the Mass Add/Edit Rows page, click one of the following:

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Clone a Sales Order

Navigate to Accounting Home and click the Create Entries tab. Then, under the Orders menu, click Sales Orders.
Select a list view (other than the Recently Viewed list view).
Click the Sales Order that you want to clone.
Click Clone w/Lines. The Clone with Lines dialog box displays.

Note: If Multi-currency is enabled, the Currency drop-down list will be available to select a currency.
Click Clone.
On the Edit dialog box, update information on the cloned Sale Order, as necessary.
Click Save.

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Spring ’23 Release

Release Notes and Schedule

The ability to clone a Sales Order is available with this release.

Title

Create or Clone a Sales Order (Standard Cost)

URL Name

336995211