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Sales Order Processing Link Configuration

Datafile Software

Sales Order Processing Link Configuration

Sales Order Processing links to Job Costing via an application accessory – it is not a standard part of either SOP or Job Costing.

The sales order link can be defined at either the header level or the detail level – if link at the header level then all order details on the order are updated to the job, if this not the case then the detail link should be configured.

The sales order link at header level allows for the creation of new jobs or the link to existing jobs, the detail level link links to existing jobs only.

The header link relies on two items in the order header and (optionally) two on the order detail. The header items are Job Reference (X 10) and Job Link (?-type), the detail items are Job Reference (X 10) and Cost Code (X 10). The detail item job reference is only required for the ledger enquiry link from job costing to sales order processing and must be set as a secondary index, the cost code is only required if updating stock issues to job costing.

The detail link relies on two items in the order detail – the job reference (X 10) and the cost code (X 10). As with the header link the job reference should be set as a secondary index for ledger enquiry links and cost code is only required when updating stock issues to job costing.

The data items on the header and detail need to be referenced within the Sales Order Processing Database Profiles. The header items are referenced on profile screen ‘Header Optional 3’, the detail items on ‘Detail Optional 3’.

If linking at the header level the job code should be updated onto the add/amend screen, the job link field must notbe displayed. At the detail level the job code and cost code should be displayed.

The invoice (and credit) documents must be set to update the ‘amount invoiced’ to job costing. The documents that update stock, usually delivery notes, can optionally be set to update the ‘stock issues’ to job costing. Parameter Screen 21 of the document parameters allows setting of these options.

Items listed when press <F4-Select> on Job Code and Cost Code inputs are defined within the Select Key definition for the Sales Order Processing. If no <F4-Select> option is available then it is likely that no items are set to be listed here.

  • Release ID: Standard