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What happens when? |
  
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What happens when? |
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During Sales Order entry
Active Sales Orders transactions are in the Sales transaction tables. As Orders are entered or changed the affected OnHand Available Quantity in each record of the ProductWarehouse table is updated immediately.
For example, assume a Product with an OnHand Available Quantity of 10.
Enter a Sales Order with Allocate unchecked and enter an OnOrder Qty of 3
Now the Sales transaction record shows...
OnOrder Qty is 3
Allocated quantity is 0
and in the ProductWarehouse record...
OnHand Available Quantity is 10
Assume you later check the Allocate field and change the OnOrder Qty to 4 for this item.
Now the Sales transaction record shows...
OnOrder Qty is 4
Allocated quantity is 4
and in the ProductWarehouse record ...
OnHand Available Quantity is 6
Assume that you then run the Options | Invoice Current Order or Options | Invoice All Orders from the Sales Order Entry and Invoicing task (after setting Action to "Invoice" if you are using the Two-pass version).
During Sales Invoicing
| • | Invoice transactions are inserted into the Sales Invoice tables |
| • | When Accounts Receivable is installed the Receivables transactions are inserted into the Accounts Receivable transaction tables. |
| • | Sales Order Detail records are updated. The new OnOrder Quantity is calculated and those items whose value is now 0 are set to not Active. |
| • | Sales Orders that have no remaining Active detail records are set to not Active. |
Note that the ProductWarehouse records are not affected here since their OnHand Available Quantity was updated when the allocation occurred during Sales Order Entry.
Subsequently you should run the Apply Issues to Receipts task to apply issues and recalculate Average Cost.
Sales Commissions
The SalesRepID for the Sales Order is shown on the form. Initially this is inherited from the SalesRepID field in the ShipTo record. It can be changed as applicable. A SalesRepID of ‘n/a’ means there is no SalesRep for this order.
Commissions are calculated on a line item basis using the Commission Rate defined in the SalesCommission table for this Sales Rep Commission Code and Product Commission Code combination. The commission amount is determined by multiplying the commission rate by the net sale.
Sales Commissions are maintained in the Sales Invoice tables and are updated as applicable whenever the Print Sales Commission listing task is run.