Netsuite Sales Order and Details

Netsuite's Sales Order

Hi All,
In this post, we are going to discuss about Sales Order, It's UI image.

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The sales order, sometimes abbreviated as SO, is an order issued by a business or 
sole trader to a customer.
Sales orders have no accounting impact until items are shipped or services are completed. 
It is a non posting transaction (no effect on GL Impact).

After items on sales orders are shipped, the sales orders can be turned into invoices or
cash sales to bill the customer.

Sales Orders helps us:

1. To know what customer has ordered.
2. To know what needs to pulled from inventory.
3. To know what is already shipped.
4. To know what is yet remaining to be shipped.
   
   

Sales Order can be created in 2 ways:

1. From existing Estimate.
2. New

The total number of lines cannot exceed 500 for each Sales Order, if it is created through
Web Service then it can have up to 1000 lines.

Types of sales order forms:

1. Standard Sales Order

    It allows you to create Cash Sale or Invoice based on the billing terms or payment method.

2. Standard Sales Order - Cash Sale

    It creates Cash Sale.

3. Standard Sales Order - Invoice

    It creates Invoice.

4. Standard Sales Order - Progress Billing

    It is used for billing.

You Can see all transaction Status Here .

Status of Sales Order:

1. Closed

    This cannot be fulfilled or billed.

2. Pending Approval

    Not yet approved.

3. Pending Fulfillment

    Pending of creating a  Cash Sale or Invoice

4. Partially Fulfilled

    Partially Shipped

5. Billed

    Shipped and Billed.

6.Canceled

    Once the order is cancelled and needed again we need to copy or recreate the sales order.

How to enter Sales Order:

Go to Transactions > Sales > Enter Sales Orders

Sales Order Body Fields UI

 

Sales Order Body Fields UI

How to approve Sales Order:

Go to Transactions > Sales > Approve Sales Orders

Check the box in the Approve column for each sales order to approve.

or Go to each Order and click on Approve Button

Re-approval:

If you require re-approval when someone edits a sales order that was previously approved
 (here it doesn’t apply for partially fulfilled sales orders).

In order to achieve this we need to enable the preference:

1. Setup > Accounting > Preferences > Accounting Preferences
2. Click the Order Management subtab
3. Check the Require Re-approval on Edit of Sales Order box and click Save.

Closing of Sales Order:

There are two ways:

1, Close all the lines items on a sales order.

    On the Items sub tab of the sales order, click the line that needs to be closed then check
 the box in the closed column.

2. Using Close Order button.

Billing Sales Orders:

Go to Transactions > Sales > Invoice Sales Orders

Billing a sales order turns an approved sales order into an invoice or cash sale.

Points to remember:

1. When a sales order is partially fulfilled, the status cannot be changed back 
   to pending approval.
2. The status of an order that is approved and pending fulfillment can be reset
   to Pending Approval.
3. To reset the status, select Pending Approval in the Status field, then click Save.
4. Partially processed sales orders must be fulfilled individually.

Thanks
Netsuite Guru