What does it do?
Ascent provides power functionality in managing the entire life cycle of a sales order.
Data Fields used for Sales Orders
Sales Order Header Details
A table of all fields related to the Sales Order header is presented below.
Field Name |
Field Description |
Sales Order # |
The unique number that identifies the sales order. This value is sequential and automatically generated by Ascent, prefixed by “SO-“ |
Order Date |
The date the order was entered into Ascent |
Ship Date |
The date the order is due to be shipped to the customer. |
Invoice Date |
The date this order was first invoiced. |
Customer Account |
The customer account to which this sales order was sold to |
Customer Contact |
The individual customer contact associated to this sales order |
Contact Email |
The email of the individual contact associated to this sales order |
Status |
The current disposition of the sales order. This value is selected from a dropdown box and should be updated when appropriate. Allowable values are:
|
Customer PO# |
The purchase order number used by the customer to purchase this sales order, where applicable |
Mode of Delivery |
The carrier that will be delivering the sales order. Ascent has partnership with Ship Mate who can automatically update the mode from FedEx, USPS, UPS. You can select the delivery mode from a dropdown list. |
Tracking Code |
The tracking code from the Ship Mate you choose for this order. |
Terms Conditions |
Manually entered information regarding and terms and conditions of this sales order. |
Comments |
Any comments to the customer will be shown in Sales Order. |
Refund Amount |
This would be the amount of the refund, manually entered. This is a memo field. |
Reason for Refund |
Explanation of the refund. This is a memo field. |
Packing Date |
The latest date that this sales order was packed. |
From RMA |
The RMA number from which this sales order was created. This field would be populated from an RMA type “Replace from Order” |
From Location |
The specific location selected as the only location the sales order can ship from. This field would be very useful if multiple locations were holding items (in sales order lines), while for the particular customer, you preferred Ascent to pack items from this “From Location” to optimize shipping fees, etc. |
Delivery Address Type |
The type of destination the sales order is being delivered to. This value is selected from a dropdown box. There are two choices: Account Shipping (ship to the customer company address), and Contact Mailing (mail to the contact person). |
Gross Weight |
The total weight of the sales order. This is a memo field. |
Total Quant To Ship |
This would be the sum of all non-packed/shipped quantities on all line items on this sales order. |
Order Sub Total |
Total amount of sales order prior to standard discount, sales tax and shipping cost. |
Standard Discount |
Any applicable discount to the total of the goods on the sales order. This discount can be entered manually on the sales order or can come from a Trade Agreement. |
Invoice Discount Amount |
Invoice discount, which is counted on order sub total |
Trade Agreement |
This would be the trade agreement applicable to this sales order at the order level. |
Net Order Total |
Sum of all product revenue lines less any standard discount |
Sales Tax (%) |
The applicable sales tax to be applied to the sales order |
Shipping Cost |
The amount that the customer will be billed for shipping |
Shipping Discount (%) |
Any applicable discount to the total of the shipping cost of the sales order |
Final Order Total |
The total amount of the order after sales tax and shipping |
Type |
This is the type of the sales order. There are two allowable values:
|
Created By |
The user who created the sales order, along with the date and time. |
Delivery Company |
The company to whom the sales order is being delivered |
Delivery ATTN To |
The name of the person who the sales order should be directed to upon delivery |
Delivery ATTN Phone |
The phone number for delivery attention contact |
Delivery Address Lines |
The street to where the sales order is being delivered. |
Delivery City |
The city to where the sales order is being delivered. |
Delivery State |
The state to where the sales order is being delivered. |
Delivery Postal Code |
The postal code to where the sales order is being delivered. |
Delivery Country |
The country to where the sales order is being delivered. |
Sales Order Line Details
A table of all fields related to Sales Order Lines is presented below.
Field Name |
Field Description |
Edit |
Taking this action allows you to edit an existing sales order line |
Del |
Taking this action allows you to delete an existing sales order line. However, if there has been any Qty Shipped against this line, Ascent will prohibit you from deleting this line. |
Search |
By clicking this icon which appears as a magnifying glass, you will invoke an item number search |
Ascent Enhanced Lookup Screen |
By clicking this icon which appears as an “A”, the Ascent logo, you will be brought to another screen, which will allow you to search for the existence of a value anywhere within several dozen fields, like Item Description, Alt Customer ID, or Item Number. |
Item Number |
The item being sold on the sales order line |
Item Description |
The sales order description of the item being sold. If nothing exists in the sales order description field on the item master, the standard item description will be chosen. |
U.M. |
The unit of measure sold on the sales order line. It will default from the item master. |
Qty Needed |
The total quantity needed to fulfill the sales order line. This equates to quantity ordered. |
Qty Shipped |
The total quantity shipped against the sales order line |
Cost |
This is the cost that is housed on the item master. |
Price |
The price of each unit sold on the sales order line. This price could be manually entered, could come from the item master, or could be derived from a Trade Agreement set up for this item. |
Total |
The total price of the sales order line. This would be Qty Needed times Price. |
Status |
The disposition of the sales order line. This value is controlled by Ascent and indicates whether the sales order line is “Open”, “Packed”, or “Shipped”. Ascent will change the status from “Open” to “Packed”, but the status of ”Shipped” would only be updated from an outside shipping system. |
Qty. On Hand |
The total qty on hand of the item. This would exclude any locations where the quantities in those locations are not to be counted. |
Reserved Qty |
The total qty reserved of the item being sold against other sales order lines |
ATP |
Available To Promise – this equals to Qty On Hand MINUS Reserved Quantity. |
Lead Time |
The shipping lead time of the item, where applicable |
Transaction Type |
Denotes the transaction type:
|
Estimated Ship Date |
A field in sales order line edit page. The estimated date the sales order line will be shipped. The default estimated ship date for a sales order line equals to sales order ship date. The estimated Ship Date for a sales order line can be different to the sales order header ship date. the Master Planner will only consider the estimated ship date if they are different. |
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