Document number: 17252

 

After you have checked the License Profile for the customer, follow the steps below to enter the new order.

1. Log in to Order Entry. For detailed instructions, see Eureka! document 17251 — How to log into OM Order Entry.

2. The first page is the Add New Value page.

3. The Business Unit field will default based on your User Preferences. The Order No field will default to NEXT. This allows the auto-numbering function to assign the next available number in the system. If you want to find an existing Sales Order, click on the Find an Existing Value link located at the bottom of the page.

4. Enter the Sold To Customer ID number. You can type the ID number into the field or click on the lookup icon ( ) to search for the number. Once you are in the search function you will be able to search by customer name, location or telephone number. When you have located the correct customer, click on the link to complete the Sold To Customer ID field.

5. Click the yellow Add button.

6. The next page will display Order Header information. Here you will see the Order Number, Order Management Business Unit, Order Status, Order Group, Sold To, Bill To, Ship To and Contact Information. The Sold To, Bill To and Ship To Information will default to existing data based on the Customer ID you entered. You will be able to adjust these defaults if needed.

7. The Order Group will default based on the type of order being entered.

8. If you need to change the Address or Contact information for this delivery, click on the Shipping Defaults link located at the bottom of the page.
   

   • Click the Address Override link. This will take you into the fields for the address. You can make your changes here to address or contact.

   • The telephone number should be supplied by the contract information and default into the appropriate field. You can add or change the telephone number in this area.
     

   • Note: All Project Delivery requires a telephone number for shipment. A delay in shipping will occur if there is not a telephone number entered.

9. To add a note to this order, click on the Go To: drop down located at the bottom right hand side of the page and select Notes / Attachments.

• Select Custom as the Classification.
  

• Select the Note Type.

• Enter text in the text box.
  

• Select the Order Lines link and finish placing your order. Note: the Order Note will not save until you have entered the Order Line information. However, you do not need to enter Order Lines before you enter Note information.

10. Click the Order Lines link located at the bottom of the page.
11. Select the Project Id using the lookup icon.

12. Enter the Order Qty amount.

13. Enter the UOM, Unit Of Measure.

14. Click the Configure icon ( ). You will be able to select various Configuration information based on the customer's contract including Localization and Industry, Release Ordinal, OS Platform, DB Platform, Translation and Products. After selecting each option, click the yellow Next> button.

15. To add another product, click the yellow Add button ( ) and follow steps 10 -12. Continue until all products have been entered for this order.

16. The Req Arrv Date and Sched Ship Date will default to today's date unless otherwise specified on the Order Header page.

17. Once you have entered in all the required information, click the yellow Save button ( ) to complete this order entry.

The Order Status will default to Pending. All orders must go through a verification process before then are opened. Do not adjust the order status. The order entry is now complete.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: jel 05/10/2002