To create a new partner sales order, one can navigate through the main menu:
Sales-A/R - Automotive - Demands - Partner Sales Order
The just opened window is in the “Find” mode. To create a new partner sales order, one has to be in the “Add” mode. For that, click on the document icon (2) or press STRG + A.
The window is now in the “add” mode and values can be entered.
The sequence in which the values are entered is irrelevant.
The mandatory fields are marked with the green box. Without them, one cannot add the partner sales order. An error box highlights what is still missing.
Customer: The customer ID can be entered directly or picked through the selection list of the business partner master data. The entered business partner ID has to be from a customer and has to be available in the business partner master data. After successful entry, one can go on by pressing TAB. The field “Name” is then filled automatically. It is also filled automatically if the customer is picked through the selection list.
Name: The customer’s name can be entered directly or picked through the selection list of the business partner master data. After successful entry, one can go on by pressing TAB. The field “Customer” is then filled automatically.
Item: The item ID can be entered directly or picked through the selection list of the item master data. The entered item ID has to be from an item and has to be available in the item master data. After successful entry, one can go on by pressing TAB. The field “Item name” is then filled automatically. It is also filled automatically if the item is picked through the selection list.
Item name: The item name can be entered directly or picked through the selection list of the item master data. After successful entry, one can go on by pressing TAB. The field “Item” is then filled automatically.
Foreign item code: When selecting this field, a selection list is opened automatically where all the non assigned history positions out of a forecast delivery schedule EDI are displayed:
The selection of a history position leads to an automatic occupation of the following fields:
- Foreign item code
- Update index
- Customer factory
- Unloading point
- Order No.
If no entry out of the history positions is desired, click on “Cancel” and enter the value manually.
Now that the minimum data is entered, click on “Add” and the partner sales order is created.
The following fields are then occupied like this:
Series / No.: The default setting for the “series” is Primär (primary). The “No.” is assigned automatically with an ongoing number.
Item storage location (in the tab ERP): Is occupied according to the settings in Administration – Add-Ons – Automotive – Configuration.
Packaging storage location (in the tab ERP): Is occupied according to the settings in Administration – Add-Ons – Automotive – Configuration.
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