Netsuite Sales Order and Details

Netsuite's Sales Order
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.
  1. Standard Sales Order - Cash Sale
    It creates Cash Sale.
  1. Standard Sales Order - Invoice
    It creates Invoice.
  1. 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.
  1. Pending Approval
    Not yet approved.
  1. Pending Fulfillment
    Pending of creating a  Cash Sale or Invoice
  1. Partially Fulfilled
    Partially Shipped
  1. 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

Comments

  1. Replies
    1. Thanks for visiting.Please join our netsuite guru fb group.

      Delete
  2. Hello,
    My question is -
    SO was Pending Billing and was billed (first installment).
    I had a mistake in the invoice so my manager deleted it and then, he was not managed to re-approve the Sales Order! The "APPROVE" button disappeared!
    What can explain it and how he can have the button again?

    Thanks!

    ReplyDelete
    Replies
    1. Hi There,
      Thanks for asking question here.
      It is already approved, so you might be seeing Next Bill, Bill buttons on Sales Order ( also in Item Fulfillment if fulfilled). Please check and if you want share screenshot with us.
      Thanks
      Netsuite Guru

      Delete
    2. Thanks! It was approved and then went back to being "Pending Approval".
      Is there a way to manually add the approve button to SO?
      Thanks again!

      Delete
  3. The missing "Approve" button is not visible to my manager.

    ReplyDelete
    Replies
    1. This is strange, please check if role is allowed to Approve? if you have sandbox, try same procedure in Sandbox.

      Delete
  4. Is it possible to approve partial line items?

    ReplyDelete
    Replies
    1. Hi unknown,
      I think partial line items are not allowed but if you want you can generate one but this require lot of customization.

      Delete
  5. is there any way to add multiple sales orders to a single invoice? We have several clients that only want a single invoice per month, but their business generates several sales orders within the month.
    OR
    Is there a way to combine sales orders?

    ReplyDelete

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