Create and edit sales orders and standing orders. The form is organized into three tabs: Details, Lines, and Charges. The page title displays the document class (Order, Back Order, Packing Slip, or Standing Order) followed by the packing slip number.
The available document types when creating a new order depend on user permissions:
| Order (O) |
Standard sales order. Requires the OE document write permission. |
| Standing Order (S) |
Template for recurring orders. Requires both the OE document write permission and the OE Standing Orders permission. |
Back Orders (B) and Packing Slips (P) are created by the system during order processing and cannot be directly inserted.
The header bar displays the document title and, for non-standing orders, the packing slip number as "P/Slip No: [number]". Standing orders do not show a packing slip status.
When viewing a saved order that has been invoiced, and the Invoicing (IN) module is available, the header also shows a "View Invoice" banner link that navigates to the generated invoice.
| Customer Code |
The customer this order is for. Select from the customer lookup. |
| Name / Currency |
Read-only. Displays the customer name and currency information. Populated from the selected customer's record. |
| Document Date |
The date of the order. |
| Period ID |
The accounting period this order belongs to. |
| Origination Date |
The date the order was originally placed. |
| Delivery Date |
The expected or actual delivery date. |
| Order No |
The customer's order number or purchase order reference. |
| Packing Slip No |
The packing slip number for this order. |
| Internal Reference |
Internal reference code for tracking purposes. |
| Quotation Reference |
Reference to the original quotation if this order was generated from a quote. |
| Comment |
Comment text for the order. |
| Narration |
Free-text narration for the order header. |
| Custom 1 |
User-defined custom field. |
| Custom 2 |
User-defined custom field. |
| Sales Person Code |
The salesperson assigned to this order. |
| Store Person Code |
The warehouse or store person handling this order. |
| Price Code |
The price list to apply to this order. Visibility is controlled by the OE Orders Price Lists permission (OE_PERMORDERSPRICELISTS). Only visible if the user has read access to this permission. |
| Discount Schedule Code |
The discount schedule to apply to this order. Visibility is controlled by the OE Orders Discounts permission (OE_PERMORDERSDISCOUNTS). Only visible if the user has read access to this permission. |
| Category 1 |
User-defined category for order classification and reporting. |
| Category 2 |
User-defined category for order classification and reporting. |
| Address |
The delivery address for this order. Uses a shared address component. Fields include Delivery Address Code, Address Lines 1-5, Post Code, and Country Code. |
The following fields are only visible when Saturn multi-branch is enabled:
| Branch Code |
The branch for this order. |
| Department Code |
The department for this order. |
| Default Location Code |
The default warehouse location applied to new order lines. |
| Contact |
Select a contact person for this order from the customer's contacts. |
| Contact Email |
Controls whether emails for this order are sent to the selected contact's email address. |
| Print Status |
The printing status of the order. |
| Post Status |
The processing status of the order (OEPostStatus enum). When the order is Unprocessed (U) or Open (O), only the Unprocessed and Open values are available for selection. Other statuses become available as the order progresses through processing. |
| Order Lines Grid |
An editable grid for entering order line items. Each line includes fields from the OEOrder/Line metadata. The grid supports a narrative editor for text fields. The line Location Code (Saturn) only offers locations flagged as sell-from. Key quantity fields per line:
When UOM (Unit of Measure) is active, corresponding UOM quantity fields are used: UOMQuantityOrdered, UOMQuantitySupplied, UOMQuantityBackOrdered, UOMQuantityInvoiced. |
| Grid Toolbar Actions |
While editing, the lines grid toolbar provides:
|
The Charges tab contains three sub-grids:
| Charges |
Additional charges grid (OEOrder/Charge metadata). Enter extra charges such as freight or handling fees. |
| Shipper |
Shipping information grid (OEOrder/Ship metadata). Enter shipper details, tracking references, and shipping quantities. |
| Banking |
Banking details grid (OEOrder/Banking metadata). Enter payment information such as bank details, media codes, and banking amounts. |
| Quick Actions |
Provides action buttons and print options. Includes Generate Invoice, Quote from Order, Manual Packing Slip, Mark Historic, Mark as Processed, and drill links to the generated invoice or parent order (each shown only where applicable), plus a Print menu (preview, document, label, product labels, confirmation). See Quick Actions Detail below. |
| Links |
View and manage links related to the order. |
| Related Documents |
Navigate the order, its invoices, AR transactions, and back orders. |
| Tracking |
Document line product tracking information. |
| Memos |
View and manage memos related to the order. |
| Signatures |
Capture customer signatures. |
| Quick Actions |
Provides the Reprice action, which reprices the document from the current pricing setup. Available in edit and insert mode. |
| Document Totals |
Displays the calculated total amounts for the order. |
| Signature |
Capture customer signature (edit mode only). |
| Quantity Availability |
Shows quantity availability for the selected product line. Available on the Lines tab only. |
| Tracking |
Product tracking information. Available on the Lines tab and in insert mode. |
| Visibility |
Only visible for Order (O) and Back Order (B) document classes. |
| Enabled |
Enabled when the order is Unprocessed (U) and the user has the OE Orders Generate permission (OE_PERMORDERSGENERATE). |
| Behavior |
Calls the OEOrder GenerateInvoice API action. On success, navigates to the generated invoice in the Invoicing module. If nothing can be generated, displays an informational message. For future-dated orders, the document date and period used for the generated invoice depend on the OE "generate for order date on future orders" setting. |
| Quote from Order |
Visible for Order (O) and Back Order (B) document classes. Enabled when the user has write permission on Quotes (IN_PERMQUOTES). Creates a new Invoicing quote from the order and navigates to it. |
| Manual Packing Slip |
Visible for any document class other than Standing Order. Enabled only for a numbered, unprinted (Print Status Unprinted), unposted, non-deleted packing slip. Flips the print status to Manual. |
| Mark Historic |
Visible only for Standing Order (S). Enabled when the saved order is Unprocessed and the user has Control permission on Standing Orders (OE_PERMSTANDINGORDERS). Archives the standing template. |
| Mark as Processed |
Visible for Order (O) and Back Order (B). Enabled when the saved order is Unprocessed (U) and the user has Read permission on the Mark Processed function (OE_PERMORDERSMARKPROCESSED). After a confirmation prompt that lists the outstanding supply and back-order quantities to be zeroed, the order is marked processed (Post Status moves from U to P) and saved. |
| View Invoice |
Shown when the order has a generated invoice. Navigates to that invoice. |
| Parent Order |
Shown for Back Order (B) and Packing Slip (P) documents that have a source order. Navigates to the parent order. |
Print actions are grouped under a "Print" menu in the Quick Actions widget.
| Preview |
Open a print preview of the document in a new browser tab. Has no side-effects and only requires the order to not be Deleted (no printing permission needed). |
| Print Document |
Print the order document (label matches the document class title). Requires write access to the OE Tasks Printing permission (OE_PERMTASKSPRINTING). Disabled when order is Deleted. |
| Print Label |
Print a customer label. Requires the OE Labels permission. Disabled when order is Deleted. |
| Print Product Labels |
Print product labels for order lines. Requires the OE Labels permission, the IC module to be available, and the order to have at least one line. Disabled when order is Deleted. |
| Print Confirmation |
Print an order confirmation. Available for Order (O) and Standing Order (S) document classes only. Requires write access to the OE Tasks Printing permission (OE_PERMTASKSPRINTING). Disabled when order is Deleted. |