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This text refers to program version 7.2  

Entering a Sales Order

To open the Sales Order register, first ensure you are in the Sales Orders module, then click the [Orders] button in the Master Control panel.

The 'Orders: Browse' window is opened, showing Orders already entered.

Orders are shown sorted by Order Number. You can change the sort order by clicking on one of the other column headings.

Also shown are the Customer number and name, and indications that an Order has been shipped or invoiced, as follows:

Order Status	Delvd	Invd
not delivered or invoiced		-
full delivery created but not approved	√	-
full delivery approved but not invoiced	√
delivered and invoiced in full	√	√
partial delivery created but not approved		-
partial delivery approved but not invoiced
partial delivery invoiced		√

In the last situation, invoicing is up to date for the Deliveries made so far, but that the Order has not been completely fulfilled. You usually cannot invoice an Order before a Delivery has been made and approved. The Cl. column shows the Order Class. The Down Paid column shows the value of any Down Payment Invoice (i.e. deposit) issued from an Order, including VAT.

The functions on the Operations menu are described here.

To enter a new Order, click [New] in the Button Bar or use the Ctrl-N (Windows and Linux) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, highlight an Order similar to the one you want to enter and click [Duplicate] on the Button Bar.

The 'Order: New' window is opened, empty if you clicked [New] or containing a duplicate of the selected Order. In the case of the duplicate, the Order Date of the new Order will be the current date, not the date of the original Order.

HansaWorld Enterprise provides several shortcuts to simplify your work with entering Orders. You can for example bring a date into a date field using the 'Paste Special' function. You can also use this function to simplify the entering of Item Numbers, Customer Numbers, Payment Terms etc.

!	You are not bound by the values suggested as defaults by HansaWorld Enterprise. In most fields you can change the pre-set values into something that suits you better. Changes made here are valid only for the Order you are working with.

Since the amount of information stored about each Order will not fit on a single screen, the Order window has been divided into six cards. At the top of each is the header. This contains the Order Number, the Customer Number and Name. There are six named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Customer whose Order you are working with.

When the Order is complete, click the [Save] button to save it. The screen title changes from 'Order: New' to 'Order: Inspect'. You cannot issue a Delivery from an Order until you have saved it.

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