TABLE OF CONTENTS
- What is Sales Order in FCX
- Access to Sales Orders
- Sales Order Card
- Additional Tools in Sales Order card
What is Sales Order in FCX
We use the Sales Order reference to create and keep track of the orders you fulfill.
The reference covers all tools for working with Sales Orders and further invoicing. Here, you can generate a SO using PO details, create an initial quote with the list of services you provide, and then link it to a PO.
Access to Sales Orders
The access to the reference looks like this:
| Employee Role | Access Level |
| Financial | Full access except delete |
| Accountant and Bookkeeper | Full access |
Sales Order Card
The Sales Order card contain all details about sale like:
1. Build Plan is filled automatically.
2. Project, Region, Market, Site, Customer and Sales Rep is pulled from the Build Plan.
3. Number is set automatically in ascending order.
4. Date — Sales Order's date.
5. Type — SO characteristics. It is filled from the SO template or filled by default type of Sales Order (defined in the system constant).
6. Sales Agent — an extra field to add information about a Sales Agent.
7. Customer Reference #1 and Customer Reference #2 — can be used to store the information about Customer Reference Number (CRN).
8. Projected Billing Date — additional information, to specify a date when you plan to bill the SO.
9. Submitted To Customer — can be used to specify a date when you sent the SO to the Customer. It is entered manually. Once you add the date, the SO stage is changed to Submitted.
10. Approved By Customer — can also be used to specify a date when the customer approved the submitted SO. The date is entered manually. The SO moves to the Approved stage, when you enter this date.
11. Rejected — date when you reject the SO. It is filled when you click on the Reject SO option.
12. Canceled — filled out by date once you cancel the SO.
13. Stage describes Sales Order lifecycle.
14. Quote Only is used to mark the SO as a sales quote.
The checkbox:
- The checkbox can be prepopulated automatically from a template for quicker setup.
- Manually checked/unchecked in the draft, submitted, and approved SO.
- Automatically unchecked when the PO is allocated (the SO moves to the PO Received stage).
- Quoted SOs are excluded from the Remaining to Invoice calculation in the Status dashboard.
Sales Order Lifecycle
The sales order lifecycle describes the series of changes to a Sales Order, from the time it is created to the time the SO is paid.
Sales Order stage defines the changes you can make to the SO.
Additional Tools in Sales Order card
- Generate Sales Order — generates a SO document from the Excel template.
- Save as PDF — generates a Sales Order document and saves it in PDF format.
- Where to find the document — click the Related Documents on the SO card to view.
- Export to Excel — export table details from the Sales Order card.
- Refresh — updates SO card data: table details, SO Total, Ready to Bill amount, etc.
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