Sales Order Receipt Amendment Entry

Once a Sales Order is authorized or an OAF is created against it, that Sales Order becomes unavailable to make any changes. But through this option. IMMS provides the flexibility to make changes in such Sales Orders.

• Multiple amendments are possible in an existing Sales Order provided the last Amendment is authorized first. A history of all amendments is maintained with their unique Amendment Numbers.

• After amending a Sales Order, it is necessary to authorize the Amendment to make the changes in Sales Order effective. Once an Amendment is authorized, it becomes unavailable for any changes.

• An Amendment can not be deleted.

• In case a Delivery Challan has been made against a Sales Order and it is still pending for authorization, IMMS will not allow to amend that Sales Order.

Before saving the Sales Order, IMMS checks if the Basic Amount of the Order is more than the Credit Limit allowed for the 'Bill To' Customer of that Order. If the Credit Limit is violated, the system will either warn or stop the user from saving the Sales Order depending upon the setting of flag 'What to do when Credit Limit is violated during Sales Order/Sales Order Amendment?' in Customer Master option.

A list of already existing Sales Order Amendments will be displayed as follows -

Search:

Enter any text you want to search in the list below. The search is applicable to all columns of the list. Once the text is entered, press <ENTER> key. As a result, the list will be refreshed with all those records that contain the entered text fully or partially. In order to go back to the original list, remove the text from the box and press <ENTER> key again.

Filter By:

IMMS provides the facility to filter the records on the basis of their status. Click on the field and select either 'All', 'Authorized', 'Pending for Authorization' or 'Deleted'. Selecting 'All' will display all records, authorized as well as unauthorized. Selecting 'Authorized' will display only authorized records. Selecting 'Pending for Authorization' will display only those records that are yet to be authorized. Selecting 'Deleted' will display all the deleted records.

Once a Sales Order is amended, it may or may not need to be authorized.   Authorization of Sales Order Amendment is a flag driven option. Therefore its availability depends upon the setting of the 'Authorization Required' flag through Document Control Master option in Administrator Tools Module. Read more...   If 'On' is chosen, it becomes compulsory to authorize Sales Order Amendments. Once authorized, a Sales Order Amendment can neither be edited nor deleted. Multiple amendments are possible in an existing Sales Order provided the last Amendment of the same Sales Order is authorized first. To authorize a particular Sales Order Amendment, select the corresponding record by clicking on the small white check box. You can de-select the record by clicking on the same box again. You can select multiple records in the same way. Once done, click on the button to finally authorize the selected records.   If 'Off' is chosen, once Sales Order Amendments are generated, they are automatically authorized by IMMS irrespective of the user who has created them.   Once a Sales Order Amendment is authorized, IMMS will automatically update the Item details in its corresponding OAF.   Automatic update of OAF is a flag driven option. Therefore its availability depends upon the setting of the 'Generate Auto Effect of Sales Order Amendment in OAF' flag through Sales Policy option in Administrator Tools Module.   If 'On' is chosen, Item details in Order Acknowledgment Form (OAF) will be updated automatically after Sales Order Amendment is authorized.   If 'Off' is chosen, Item details in Order Acknowledgment Form (OAF) will NOT be updated automatically after Sales Order Amendment is authorized. The user may update it manually.

Sales Order Amendments can be added, edited, deleted and viewed provided the Role associated with the currently logged-in user through User Management has the respective rights to do so.

To 'Add' a Sales Order Amendment, click on the button and to 'Edit', click on the icon on its corresponding record. To view details of a particular Sales Order Amendment, <DoubleClick> on that record. As a result, following screen will be displayed -

Screen Layout of Sales Order Selection

Screen Layout of Sales Order Details

Field Description of Sales Order Details

Sales Order Details

This sections displays the Sales Order details that has to be amended as follows -

Internal Order Year:

Displays the year of Internal Order Number for your reference. You can NOT change it.

Internal Order Group:

Displays the Group of Internal Order Number for your reference. You can NOT change it.

 

Internal Order Site:

Displays the Site of Internal Order Number for your reference. You can NOT change it.

 

Internal Order Number:

Displays the Internal Order Number for your reference. You can NOT change it.

 

Internal Order Date:

Displays the Date of Internal Order Number for your reference. You can NOT change it.

 

Sales Order:

Displays the type of the Sales Order for your reference. You can change it in 'Edit' mode.

 

Sales Order Ref Number:

(Type : Alphanumeric, Length : 25)

Denotes the Reference Number for the Sales Order.

 

While 'Adding', if the selected Sales Order has been amended previously, the Reference Number will be displayed as per the last Amendment Number. If it is being amended for the first time, the Reference Number will be displayed as per the selected Sales Order Number. You can change it.

Entering Sales Order Ref Number is a flag driven option and depends upon the setting of flag 'Do you want Unique Sales Order Reference Number for Customer?' set through Sales Policy option of Administrator Tools Module. If the flag is set as 'On', it is compulsory to enter Reference Number . Moreover, the Reference Number should be unique for a Customer. If the flag is set as 'Off', it is not compulsory to enter the Reference Number and if entered, it can be repeated for other Orders as well.

 

In case of 'Edit' and 'View' modes, Reference Number of the selected Sales Order Amendment Number will be displayed automatically. You can change it in 'Edit' mode.

Customer P.O. and Letter of Intent Date

PO Number:

(Type : Alphanumeric, Length : 50)

Displays the Customer PO Number of the Sales Order for your reference. You can change it in 'Edit' mode.

 

PO Date:

Displays the Customer PO Date of the Sales Order for your reference. You can change it in 'Edit' mode but it can not be later than today's date.

L.O.I Number:

(Type : Alphanumeric, Length : 50)

Displays the Letter of Intent Number of the Sales Order for your reference. You can change it in 'Edit' mode.

L.O.I Date:

Displays the Date of Letter of Intent of the Sales Order for your reference. You can change it in 'Edit' mode.

Quotation Details

This section displays the Quotation related details if the Sales Order was made against a Quotation -

Quotation Year:

Automatically displays the Year of Quotation created against the Sales Order for your reference. You can NOT change it.

 

Quotation Group:

Automatically displays the Group of Quotation created against the Sales Order for your reference. You can NOT change it.

 

Quotation Site:

Automatically displays the Site of Quotation created against the Sales Order for your reference. You can NOT change it.

 

Quotation Number:

Automatically displays the Quotation Number created against the Sales Order for your reference. You can NOT change it.

 

Quotation Date:

Automatically displays the Date of Quotation created against the Sales Order for your reference. You can NOT change it.

Click on the button to continue.

Screen Layout of Sales Order Amendment Details

Field Description of Sales Order Amendment Details

Sales Order Amendment Details

Denotes the Amendment Details as follows -

Year:

While 'Adding', current financial year is displayed by default. It can NOT be changed.

In case of 'Edit' and 'View', financial year will be displayed automatically for the selected record. You can NOT change it.

Group:

Denotes the Group of Sales Order Amendment.

 

While 'Adding', click on the field to access a list of already defined Sales Order Amendment Groups for the entered Year though Document Control Masteroption in Administrator Tools Module . Select your desired Group from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Group.

In case of 'Edit' and 'View', Group will be displayed automatically for the selected record. You can NOT change it.

Site:

Denotes the Site of Sales Order Amendment.

 

While 'Adding', click on the field, to access a list of already defined Sites. Select your desired Site from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Site.

 

Please note that only those Sites will be displayed/accepted for which the logged-in user has the rights to access.

 

Read more about Site...

Please note that the Site(s) will be displayed/accepted as per the following conditions - In case the 'Site Required?' flag is 'O' through Document Control Master option in Administrator Tools Module, than only those Sites will be displayed which have been linked with the selected Year and Sales Order Amendment Group. In case the 'Site Required' flag is 'Off', than all the Sites that have been defined for the current Company through Site Master option of Administrator Tools Module will be displayed.

In case of 'Edit' and 'View', Site will be displayed automatically for the selected record. You can NOT change it.

Number:

(Type : Alphanumeric, Length : 6)

Denotes the Number of Sales Order Amendment.

 

While 'Adding', Sales Order Amendment Number is either generated automatically or entered manually by the user.

 

Generation of Sales Order Amendment Number is a flag driven option and depends upon the setting of flag 'Auto Number Generate Required' through Document Control Master option in Administrator Tools Module. Click here to read more about the flag...   If the flag is 'On', a new Sales Order Amendment Number will be automatically generated by the system and incremented by one for current financial year.   If the flag is 'Off', the User can enter a unique Sales Order Amendment Number manually. The system also ensures that the Number entered is a unique one.

 

If the selected Sales Order Number is being amended for the first time, this field will remain empty but if it has already been amended previously, the last Amendment Number generated for it will be displayed automatically for your reference. You can NOT change it.

In case of 'Edit' and 'View', Number will be displayed automatically for the selected record. You can NOT change it.

Date:

Denotes the Date of Amendment.

While 'Adding', today's date is displayed by default. You can change it but it can not be earlier than the Date of selected Internal Order No and can not be later than today's date.

In case of 'Edit' and 'View', Date will be displayed automatically as per the selected Sales Order Amendment No. It can not be changed.

Last Amdt No:

Denotes an automatically calculated sequential Number which increments each time the same Internal Order is amended.

 

Displays the last Amendment Number, in case the Internal Order Number has already been Amended previously. If it is being Amended for the first time, this field will display zero.

Last Amdt Date:

Displays the Date of last Amendment Number, in case the Internal Order Number has already been Amended previously. If it is being Amended for the first time, this field will remain blank.

Order From:

Displays the Customer of the selected Sales Order Number for your reference. You can NOT change it.

 

Bill To:

Denotes the Customer to whom the Sales Order will be billed to.

 

While 'Adding', the Bill To Customer belonging to the selected Customer Order will be displayed by default. You can change it.

 

In case of 'Edit' and 'View' modes, the Bill To will be displayed automatically for the selected Sales Order Amendment No. You can change it in 'Edit' mode.

 

To add or edit Bill To, click on the icon on the field to access a list of Customers defined through Customer Master option. Select your desired Customer from the list by scrolling down to it and click on 'Continue' button. Alternatively you can also enter the Customer Code. Press <TAB>.

 

You can not select a Customer that has been deactivated through Activate/De-Activate Master option in Administrator Tools Module. The help list will also not display such Customers.

Salesman:

Displays the Salesman of the Sales Order Number for your reference. You can not change it.

 

Address:

Address of the Customer will be displayed automatically. You can NOT change it.

 

Buyer:

Denotes the Buyer belonging to the Customer for the Sales Order. You can keep it blank.

 

While 'Adding', if the selected Sales Order has been amended previously, the Buyer will be displayed as per the last Amendment Number. If it is being amended for the first time, the Buyer will be displayed as per the selected Sales Order Number. You can change it. Click on the field to access a list of already existing Buyers belonging to the selected Customer defined through Sales Buyer Master option. Select your desired Buyer from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Buyer Code. Press <TAB>.

 

In case of 'Edit' and 'View', Buyer will be displayed as per the selected Sales Order Amendment No. You can change it in 'Edit' mode.

 

GST Number:

Automatically displays the GST Number of the Customer as specified through Customer Master Entry option. It can not be changed.

Is Agent Associated in this Order?

Denotes whether an Agent is associated with the Sales Order or not.

 

While 'Adding', the status of this flag will be displayed as per the selected Sales Order Number. You can change it.

 

In case of 'Edit' and 'View', the status of this flag will be displayed as per the selected Sales Order Amendment No. You can change it in 'Edit' mode.

 

Agent:

Denotes the Agent associated with the Sales Order.

 

Please note that this field is visible only if the Agent is associated with the Sales Order. Otherwise it will not appear.

 

While 'Adding', Sales Agent associated with the selected Sales Order will be displayed here by default. If there is no Agent attached, the field will be displayed empty.

 

You can enter or change a Sales Agent by clicking on the field to access a list of Agents defined through Vendor Master option of Purchase Module. Select your desired Agent from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Agent Code. Press <TAB>.

 

In 'Edit' and 'View' modes, Agent will be displayed automatically as per the selected Sales Order Amendment Number. You can change it.

Currency:

Denotes the Currency of the Customer.

 

While 'Adding', the Currency will be displayed as per the selected Sales Order Number. You can NOT change it.

 

In case of 'Edit' and 'View', value of this field will be displayed as per the selected Sales Order Amendment No. You can NOT change it in 'Edit' mode.

 

Bank Book:

Denotes the Bank Book associated with the Sales Order.

 

While 'Adding', the Bank Book will be displayed as per the selected Sales Order Number. You can change it.

 

In case of 'Edit' and 'View', the Bank Book associated with the selected Sales Order Amendment No. will be displayed automatically. You can change it in 'Edit' mode.

 

To change the Book Code, click on the field to access a list of already existing Bank Books defined through Book Master Maintenance option of Finance Module. Select your desired Bank Book from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Book . Press <TAB>.

 

Bank A/C No:

Automatically displays the Bank Account Number of the selected Bank Book for your reference. You can NOT change it.

 

Bank Name:

Automatically displays the Name of the selected Bank for your reference. You can NOT change it.

 

Address:

Automatically displays the Address of the selected Bank for your reference. You can NOT change it.

 

Free Supply

Denotes whether the Customer Order will be supplied free of cost or not.

If the selected Sales Order Number is 'Free Supply', this flag will be displayed as 'On'. Otherwise the flag will be displayed as 'Off'. You can NOT change it.

Click on the button to continue.

Screen Layout of Project Information

Field Description of Project Information

Project Information

Customer Project Name:

(Type : Alphanumeric, Length : 40)

Denotes the Customer's Project Name.

 

This option will be displayed only if the Sales Order is a 'Regular Sales Order' or 'Sales in Transit Order' or 'High Sea Sales Order'.

 

In 'Add' mode, if the selected Sales Order has been amended previously, the customer's Project Name will be displayed as per the last Amendment Number. If it is being amended for the first time, the customer's Project Name will be displayed as per the selected Sales Order Number. You can change it.

 

In 'Edit' and 'View' modes, customer's Project Name for the selected Sales Order Amendment Number will be displayed by default. You can change it in 'Edit' mode.

 

Contact Person:

Denotes the Contact Person for the Sales Order.

 

In 'Add' mode, a list of all Contacts specified for the selected Customer Code through Customer Master option will be displayed in a popup. Select the desired one by clicking on it.

 

In 'Edit' and 'View' modes, a list of all Contacts specified for the selected Customer Code through Customer Master option will be displayed in a popup with the previously specified Contact highlighted. You can change it by selecting the desired one by clicking on it.

 

Mode of Dispatch:

Denotes the Mode of Dispatch for the Customer.

 

While 'Adding', if the selected Sales Order has been amended previously, the Mode of Dispatch will be displayed as per the last Amendment Number. If it is being amended for the first time, the Mode of Dispatch will be displayed as per the selected Sales Order Number. You can change it.

 

In case of 'Edit' and 'View', Mode of Dispatch will be displayed as per the selected Sales Order Amendment No. You can change it in 'Edit' mode.

 

In order to change it, click on the field to access a list of already existing Modes of Dispatch defined through Codes Master Entry (Code Type = 'MOD') option of Administrator Tools Module. Select your desired Mode from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Mode of Dispatch. Press <TAB>.

 

Road Permit Received?

Denotes whether Road Permit has been received against the Sales Order or not.

 

While 'Adding', if the selected Sales Order has been amended previously, the status of Road Permit Received will be displayed as per the last Amendment Number. If it is being amended for the first time, the status of Road Permit Received will be displayed as per the selected Sales Order Number.

 

You can change it provided the status of this field is 'Off'. In case the status of this field is 'On', it can not be changed and the field will remain disabled.

 

In case of 'Edit' and 'View', status of Road Permit Received will be displayed as per the selected Sales Order Amendment No. You can change it in 'Edit' mode provided the value of this field is 'Off'. In case the value of this field is 'On', it can not be changed and the field will remain disabled.

Click on the button to continue.

Screen Layout of Order Items and Taxes

Field Description of Order Items and Taxes

Order Item

A grid populated with Sales Items is displayed as follows -

In 'Add', 'Edit' and 'View' modes, this grid will be automatically populated with all the Sales Items and other details as per the last Amendment made to the selected Sales Order Number. In case the Sales Order is being amended for the first time (Last Amdt. No = 0), the grid will be populated with Sales Items belonging to the selected Sales Order Number.

Click on button to enter more Sales Items in the grid. As a result, a new row will added in the end of the grid. Also please note that the Rate Structure Code of the previous row will be carried

forward and displayed in the new row as well.

Field Description of the grid -

Action

Click on the icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record.

 

Please note the following points while deleting a Sales Item -

 

If the flag 'Generate Auto Effect of Sales Order Amendment in OAF' is set as 'Off' through Sales Policy option of Administrator Tools Module -

• Sales Item can NOT be deleted in case some OAF quantity is already there for the same Item of the selected Sales Order Number. IMMS will display an appropriate message informing the same

If the flag 'Generate Auto Effect of Sales Order Amendment in OAF' is set as 'On' through Sales Policy option of Administrator Tools Module -

• Sales Item can NOT be deleted in case an SJO has already been created for it against the selected Sales Order Number. IMMS will display an appropriate message informing the same
• if case the SJO has NOT been created for the Item but it has been allocated from the available on-hand quantity, IMMS will automatically de-allocate that much quantity

Sr. No.:

Automatically generated sequence number for each Item.

Sales Item Code:

Denotes the Sales Item. Existing Sales Items can not be changed.

To Add a new Sales Item in the grid, click on the icon on the field to access a list of Sales Items that have been mapped with the selected Customer through Item Customer Master option. Select your desired Item from the list by scrolling down to it and click on 'Continue' button. Press <TAB>.

Please note that Existing Sales Items can not be changed. But you can delete it or add a new Sales Item. Sales Items other than mapped with the selected Customer through Item Customer Master option can NOT be added.

 

Sales Item Description:

Description of the Sales Item Code will be displayed automatically.

Application Code:

Denotes the Application Code .

While Adding a new Sales Item in the grid, click on the field to access a list of Applications defined through Codes Master - Entry (Code Type = 'SQ ') option of Administrator Tools Module. Select your desired Item from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Application Code. Press <TAB>.

Application Name:

Name of the selected Application Code will be displayed automatically.

Customer Item Code:

(Type : Alphanumeric, Length : 100)

Customer Item Code of the existing Sales Item can not be changed.

While Adding a new Sales Item in the grid, you can either enter the Customer Item Code or leave the field blank. Please note that the entered Customer Item Code should be same as that entered in Item Customer Master. You can enter an altogether new Customer Item Code if it has not been mentioned at all in the Item Customer Master.

Customer Item Name:

(Type : Alphanumeric, Length : 255)

Customer Item Name will be displayed automatically as per the selected Sales Order Number. You can change it.

Model No.:

Automatically displays the Model Number for the selected Sales Item as specified through Sales Item Master : Product/Spares OR Sales Item Master : Service option. You can not change it.

Qty(IUOM):

Automatically converts and displays the Quantity entered in Sales UOM into Internal UOM. You can not change it.

Conv. Fact:

Displays the Conversion Factor for the Internal Unit of Measurement of the Sales Item. You can not change it.

Qty (SUOM):

Quantity of the already existing Sales Items can NOT be changed from here as their Delivery Schedules have already been made. Therefore, Quantity of the Sales Item can be change ONLY through the Delivery Schedule section.

While Adding a new Sales Item in the grid, click on the field. Now enterthe quantity of the Item followed by <TAB>.

Please note that the system will first check 'Sales EOQ' entered for the combination of selected Customer and Item in the Item Customer Master option. If the entered Quotation Quantity is not in the multiple of the Sales EOQ, the system will display an appropriate message and restrict the user from continuing. But if the Sales EOQ is blank in Item Customer Master, the system will check the 'Sales EOQ' entered in Sales Item Master:Product/Spare option. If the entered Quotation Quantity is not in the multiple of the Sales EOQ, the system will display an appropriate message and restrict the user from continuing.

Currency Code:

While Adding a new Sales Item, this field automatically displays the Currency Code of the Sales Item as specified in the Item Customer Master. You can change it.

You can also change the Currency Code of the existing Sales Item.

To change the Currency Code, click on the field. Remove the existing Currency by pressing <DELETE> key on it. Now click on the field to access a list of already existing Currencies defined through Currency Master of Administrator Tools Module. Select your desired Currency from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Currency Code. Please note that a Quotation can be made in a single Currency only. In order to achieve that the system will automatically change Currencies of the rest of the Items to the newly selected Currency.

Basic Price (IUOM):

Automatically converts and displays the Basic Price entered in Sales UOM into Internal UOM. You can not change it.

Basic Price (SUOM):

In case the selected Sales Order is free of cost, i.e., 'Free Supply' is 'On', IMMS will by default consider the rate of such Item as 1. You can NOT change it.

For Items that are NOT free of cost,

While Adding a new Sales Item, this field automatically displays the Basic Price of the Sales Item.

The Basic Price of the Sales Item depends upon the setting of flag 'In Sales Quotation/Order, Sales Item Rate to be picked up from' through Sales Policy option of Administrator Tools Module. If the flag is set as 'Item Customer Master', the Rate of the Item will be picked up for the selected Customer from Item Customer Master option. If the flag is set as 'Item Sales Master', the Rate of the Item will be picked up from Sales Item Master:Product/Spare option.

IMMS allows to change the Rate. To change it, click on the field. Change the Price followed by <TAB>.

For already existing Sales Items in the grid, the Basic Price will be displayed automatically as per the selected Customer Order Number and its respective Sales Orders Amendment No. You can change it in 'Edit' mode.

Item Basic Amt:

Automatically calculates and displays the Basic Amount of the Sales Item as Basic Price (SUOM) * Qty (SUOM). You can not change it.

Discount Type:

Additional Discounts provided on each Item to the Customer can be entered/viewed through this field.

In case the selected Sales Order is free of cost, i.e., 'Free Supply' is 'On', Discounts can NOT be applied for such free Items.

For Items that are NOT free of cost, click on the field. Another grid will be displayed as follows -

If the Discounts have been mentioned in the selected Sales Order No and its Sales Order Amendment No, this grid will automatically display them. But if no discounts have been mentioned OR new Sales Item is being added, this grid will be displayed as blank.  

Field Description of the grid -

Discount Code:

Click on the field to access a list of already existing Dealer Discounts defined through Codes Master Entry (Code Type = 'DD') option of Administrator Tools Module. Select your desired Discount from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Discount Code.

 

Discount Name:

Name of the selected Discount Code will be displayed automatically.

 

Discount Type:

Discount can be offered in either percentage or value. Select 'Percentage' or 'Value' from the given popup. Press <TAB>.

Discount Value:

Click on the field. Now enter discount value either in percentage or amount as the case may be. Press <TAB>.

Once done, click on 'Ok' button to save the entered Discount details or 'Cancel' to discard them. In both the cases, the control goes back to the previous grid.

Disc. Amt:

Amount of Discount for the Sales Item will be calculated and displayed automatically as per the entered Discount Details. You can not change it. The system will take care of the type of discount which is percentage or value that should be considered.

Item Amt. After Disc.:

Automatically calculates and displays the Amount of Item after Discount. It is calculated as Item Basic Amt - Discount Amt. You can not change it.

Rate Stru Code:

Specifies the Rate Structure applicable for the Sales Item.

While Adding a new Sales Item in the grid, this field will automatically display the Rate Structure already entered for the Customer and Item through Item Customer Master option. You can change it. Click on the field to access a list of already existing Rate Structures defined through Rate Structure Master option. Select your desired Rate Structure from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Rate Structure Code.

For already existing Sales Items in the grid, the Rate Structure will be displayed automatically as per the selected Sales Order Number and its respective Sales Order Amendment No. You can change it in 'Edit' mode.

You can not select a Rate Structure that has been deactivated through Activate/De-activate Master option in Administrator Tools Module. The help list will also not display such Rate Structures.

As a result final price of the Item will be recalculated automatically and displayed in 'Price After Disc, Rate Structure' field as -   Item Amt After Disc, Rate Stru = Item Amt After Disc + Rate Stru Amt

Once a Rate Structure is specified, a grid populated with Rate Codes included in that Rate Structure is displayed. Click here to read more about it.

Rate Stu Amt:

Rate Structure Amount is automatically calculated and displayed as sum total of all Rate Amount (in the Rate Structure Detail grid). You can not change it.

Item Amt After Disc, Rate Stru:

Final price of the Item will be calculated automatically and displayed as -

Item Amt After Disc, Rate Stru = Item Amt After Disc + Rate Stru Amt

You can not change it.

Item Type:

Displays the Type of Sales Item for your reference purpose. It can not be changed.

Status:

Denotes the status of the Item.

Automatically displays 'Open' in case Order Acknowledgment Form (OAF) has not yet been created against this Sales Order. Displays 'Order' if OAF has been created against it. You can not change it.

Tolerance % for Sales Allocation and Dispatch:

Denotes the percentage of tolerance allowed for the Item. While Allocating the Item through Sales Allocation / De-allocation option, IMMS will allow to allocate the quantity of Item including its tolerance percentage.

While Adding a new Sales Item in the grid, click on the field. Now enter the percentage of tolerance allowed for the Sales Item. Press <TAB>.

For already existing Sales Items in the grid, the Tolerance % will be displayed automatically as per the selected Sales Order Number and its respective Sales Orders Amendment No. You can change it in 'Edit' mode.

Invoice Method:

Denotes the Method of Invoice raised against the Sales Order.

This field is specifically used in case the Sales Order is being raised for Services. IMMS allows to offer Services in terms of Value as well as Quantity. Whereas for Product/Spare type of Items, only Quantity based Invoice will be raised.

While 'Adding' a new Sales Item in the grid, click on the field. In case of Product/Spare type of Item, this field will display 'Q' by default. You can not change it.But in case of Service type of Item, click on the field. Select either 'V' for Value or 'Q' for Quantity from the given popup. Press <TAB>.

For already existing Sales Items in the grid, the Invoice Method will be displayed automatically as per the selected Sales Order Number and its respective Sales Orders Amendment No. You can change it in 'Edit' mode.

Agent Code:

Displays the Agent, if any associated with the Sales Item.

Since Agent can not be changed while amending a Sales Order, this field will remain disabled here.

Agent Description:

Automatically displays the name of the Agent Code for your reference. It can not be changed.

Remark:

While 'Adding' a new Sales Item in the grid, click on the field. Now enter the Remark for the Sales Item. Press <TAB>.

For already existing Sales Items in the grid, the Remark will be displayed automatically as per the selected Sales Order Number and its respective Sales Orders Amendment No. You can change it in 'Edit' mode.

Tag No:

(Type : Alphanumeric, Length : 255)

While 'Adding' a new Sales Item in the grid, click on the field. Now enter the Tag Number for the Sales Item. Press <TAB>.

For already existing Sales Items in the grid, the Tag No will be displayed automatically as per the selected Sales Order Number and its respective Sales Orders Amendment No. You can change it in 'Edit' mode.

Customer PO Item Sr. No:

(Type : Alphanumeric, Length : 5)

While 'Adding' a new Sales Item in the grid, click on the field. Now enter the Customer PO Item Serial Number for the Sales Item. Press <TAB>.

For already existing Sales Items in the grid, the Customer PO Item Sr. No will be displayed automatically as per the selected Sales Order Number and its respective Sales Orders Amendment No. You can change it in 'Edit' mode.

Drawing Number:

(Type : Alphanumeric, Length : 20)

While 'Adding' a new Sales Item in the grid, click on the field. Now enter the Drawing Number for the Sales Item. Press <TAB>.

For already existing Sales Items in the grid, the Drawing No will be displayed automatically as per the selected Sales Order Number and its respective Sales Orders Amendment No. You can change it in 'Edit' mode.

AgentComm. T:

Denotes whether the Agent Commission in on Percentage or Value.

 

This field will be enabled only if the flag 'Is Agent Associated in this Order?' has been selected as 'On' through the Order From & Bank Information section. Otherwise it will remain disabled.

 

Displays the Commission Type for the Sales Item as per the selected Sales Order Number and its respective Sales Orders Amendment No. You can NOT change it.

Agent Comm. V:

Denotes the value of Agent Commission.

 

This field will be enabled only if the option 'Is Agent Associated in this Order?' has been selected as 'On' through the Order From & Bank Information section. Otherwise it will remain disabled.

 

While 'Adding' a new Sales Item in the grid, this field will display the Commission Value for the selected combination of Agent, Sales Item and Customer specified through Agent Commission Master option . In order to change it, click on the field. Now enter the value. Press <TAB>.

 

In case Commission Value for the combination of Agent, Sales Item and Customer has NOT been specified through Agent Commission Master option, this field will display 0. You can enter the value of the commission.

 

For already existing Sales Items in the grid, the Commission Value for the Sales Item will be displayed automatically as per the selected Sales Order Number and its respective Sales Orders Amendment No. You can change it.

 

Please note that the Commission Value can be changed only till the Invoice has not been made against the Order. Once Invoice is generated, the Commission Value can NOT be amended.

Sales Reason Code:

Denotes the Reason for amending the Order Quantity of the Item. This field will remain disabled.

 

While changing the 'Item Order Qty' of an Item through 'Delivery Schedule' section, if the changed quantity is less than the OAF Quantity, IMMS asks the user to enter reason for the same. The same Reason Code that the user has chosen, will be displayed in this field automatically.

 

Sales Reason Description:

Description of the Sales Reason Code will be displayed automatically.

 

Chargeable/Non Chargeable:

Denotes whether the changes made to the Item are Chargeable or not.

 

This field will be displayed only if the option 'Do you require Project Cost Control through CCN?' has been set as 'On' through Sales Policy option of Administrator Tools Module. Otherwise this field will not be displayed at all.

While 'Adding' a new Sales Item in the grid, click on the field. Now select one of the following options from the given list -

1. NotApplicable

   select this opton if the field is not applicable to the selected Sales Item. If this field is selected as NotApplicable, then the next field 'CBOM Change' should also be selected as NotApplicable.

    

2. Yes

   select this opton if the changes made to the Sales Item are chargeable to the customer. In such a case it is compulsory to enter remarks in the 'Remark' field of the same grid. Additionally, if the changes are chargeable than it becomes compulsory to change the Basic Price of the Item displayed in 'Basic Price (SUOM)' field.

    

3. No

   select this option if the changes to the Sales Item are not chargeable to the customer

Press <TAB> after your selection.

For already existing Sales Items in the grid, the value of this fied will be displayed automatically as per the selected Sales Order Number and its respective Sales Order Amendment No. You can change it in 'Edit' mode.

Please note that in case the selected Sales Order Number is a 'Free Supply' Order, the system will not allow to select it as Chargeable. This is because the Free Supply Items cannot be considered as chargeable and hence the system will validate that value of the field must remain 'No' for an Item.

CBOM Change:

Denotes whether the Customer Bill of Material can be changed for the Sales Item through CCN Entry or not.

This field will be displayed only if the option 'Do you require Project Cost Control through CCN?' has been set as 'On' through Sales Policy option of Administrator Tools Module. Otherwise this field will not be displayed at all.

Item wise Rate Structure Details

A grid populated with Rate Codes included in the selected Rate Structure as specified through Rate Structure Master option is displayed. Field Description of the grid -

Index:

Automatically generated sequence number.

 

Rate Code:

Automatically displays the Rate Code belonging to the Rate Structure for your reference.

 

Rate Desc:

Automatically displays the Description of the Rate Code belonging to the Rate Structure for your reference.

 

I/E:

Automatically displays whether the selected Rate Code is Included or Excluded as specified through Tax Rate Master - Entry option for your reference. It can NOT be changed.

 

P/V:

Automatically displays whether the value of the selected Rate Code is in Value or Percentage as specified through Tax Rate Master - Entry option for your reference. It can NOT be changed.

 

Applicable On:

Automatically displays the Rate Codes on which this particular Rate Code is applicable.

 

Tax Value:

Automatically displays the Value of the selected Rate Code as specified through Tax Rate Master - Entry option for your reference.

 

IMMS allows to enter value in this field to specify the 'At Actual' tax amount to be added in the PO Amount. Please note that the value can be entered only if the Rate Code is of 'Value' type or 'Percentage' type with zero % entered in Tax Rate Master for that Tax Rate.

 

Post/Non Post:

Automatically displays whether the selected Rate Code is Postable or Non Postable in Purchase as specified through Tax Rate Master - Entry option for your reference. If it is Postable, the box will be displayed as checked otherwise it will be displayed empty.

 

Rate Amount:

In case of 'Percentage', the Rate Amount field in the grid is calculated automatically as % (entered in Tax Value field) of Total Amount. In case of 'Value', the entered amount of tax is displayed.

Currency Code:

Automatically displays the Currency of the selected Rate Code as specified through Tax Rate Master - Entry option for your reference.

Last Sales/PO

Preview Sales Records

This grid displays details related to the last Sales Orders belonging to the current Item in the main grid. The number of last Sales Orders displayed, depends upon the number entered in the field 'How many records of last Sales/PO you want to display' through Sales Policy of Administrator Tools Module.

Please note that the Sales Orders belonging to default Customer will be displayed in a highlighted color.

Previous Purchase Records

This grid displays details related to the last Purchase Orders belonging to the current Item in the main grid. The number of last Purchase Orders displayed, depends upon the number entered in the field 'How many records of last Sales/PO you want to display' through Sales Policy of Administrator Tools Module.

Please note that the Purchase Orders belonging to default Vendor will be displayed in a highlighted color.

Screen Layout of Total Order Value

In 'Add', 'Edit' and 'View' modes, all the fields in this tab will display values as per the last Amendment made to the selected Sales Order Number. In case the Sales Order is being amended for the first time (Last Amdt No = 0), the fields will display values as per the selected Sales Order Number. You can change Values as follows -

Field Description of Total Order Value

Order Level Discount

Specifies the Discount offered on the Total Amount of the Sales Order.

Discount Type:

Select 'None', 'Percentage' or 'Value' from the given popup.

Discount Value:

(Type : Numeric, Length : 9.2)

Enter the Percentage of Discount offered in case the Discount Type is chosen as 'Percentage'. Enter amount of Discount offered in case the Discount Type is chosen as 'Value'. No Discount will be accepted if 'None' is chosen as Discount Type.

Exchange Rate:

Automatically displays the latest Exchange Rate (selling) of the Currency as specified through Exchange Rate Master Entry option in Administrator Tools Module for the currently selected Item in the grid. You can NOT change it as it is for your reference purpose only.

Total Amount (after Discount)

Shows the Total Amount of Sales Order after deducting the Order Level Discount from the Total Amount (after discount). You can not change any of the values.

Domestic Currency:

This field is calculated by deducting Order Level Discount from the sum of all 'Item Amt After Disc' for each Sales Item.

In case the Sales Order is prepared in Foreign Currency, this field automatically converts the derived amount in Domestic Currency by taking into account the latest foreign exchange (selling rate) entered for that Foreign Currency through Exchange Rate Master Entry option of Administrator Tools Module.

In case the Sales Order is prepared in Domestic Currency, the derived amount will be displayed as it is.

Customer Currency:

This field is calculated by deducting Order Level Discount from the sum of all 'Item Amt After Disc' for each Sales Item. It is displayed in the Customer's Currency.

Does this Sales Order require LC details?

The visibility of this option depends upon the setting of flag 'Want to enter LC (Letter of Credit) and/or BG (Bank Guarantee) details for Sales Order?' defined through Sales Policy of Administrator Tools module. Read more...   If 'On' is chosen, IMMS will allow the user to specify whether Letter of Credit details for the Sales Order are required or not. Therefore this option will be displayed.   If 'Off' is chosen, IMMS will NOT provide the option to specify whether Letter of Credit details for the Sales Order are required or not. Therefore this option will NOT be displayed.

Denotes whether the Sales Order requires Letter of Credit or not.

 

Turn the flag 'On' by clicking on it if Letter of Credit details need to be entered for the Sales Order through Letter of Credit Entry option. Otherwise keep it 'Off'.

 

Does this Sales Order require BG details?

The visibility of this option depends upon the setting of flag 'Want to enter LC (Letter of Credit) and/or BG (Bank Guarantee) details for Sales Order?' defined through Sales Policy of Administrator Tools module. Read more...   If 'On' is chosen, IMMS will allow the user to specify whether Bank Guarantee details for the Sales Order are required or not. Therefore this option will be displayed.   If 'Off' is chosen, IMMS will NOT provide the option to specify whether Bank Guarantee details for the Sales Order are required or not. Therefore this option will NOT be displayed.

Denotes whether the Sales Order requires Bank Guarantee or not.

 

Turn the flag 'On' by clicking on it if Bank Guarantee details need to be entered for the Sales Order through Bank Guarantee (BG) Entry option. Otherwise keep it 'Off'.

Total Amount (after Tax)

Shows the Total Amount of Sales Order after deducting the Order Level Discount from the Total Amount (after tax). You can not change any of the values.

Domestic Currency:

This field is calculated by deducting Order Level Discount from the sum of all 'Item Amt After Disc,Rate Stru' for each Sales Item.

In case the Sales Order is prepared in Foreign Currency, this field automatically converts the derived amount in Domestic Currency by taking into account the latest foreign exchange (selling rate) entered for that Foreign Currency through Exchange Rate Master Entry option of Administrator Tools Module.

In case the Sales Order is prepared in Domestic Currency, the derived amount will be displayed as it is.

Customer Currency:

This field is calculated by deducting Order Level Discount from the sum of all 'Item Amt After Disc,Rate Stru' for each Sales Item. It is displayed in the Customer's Currency.

Click on the button to continue

Screen Layout of Delivery Schedules

Field Description of Delivery Schedules

Order Delivery Schedule

This screen allows to create a Delivery Schedule of the ordered Items. A grid populated with the ordered Items along with other details is displayed as follows -

This grid will display all the Sales Items existing in the Order Items & Taxes tab including the newly added Sales Items if any.  Apart from this, the grid will also display OAF details of already existing Sales Item. In case there are multiple OAFs existing for the same Sales Item of the Sales Order, all of them will be displayed with their respective quantities.  

Please note that you can NOT add, remove or change any Item in this grid.

Field Description of the grid -

Item Code:

Displays the Item Code ordered. You can not change it.

Delivery Qty (SUOM):

(Type : Numeric, Length : 9.4)

The quantity of the Item ordered (Qty (SUOM)) through the Order Items & Taxes tab is displayed in this field by default. It represents the quantity of the Item that has to be delivered.

IMMS allows to create multiple Delivery Schedule for the same Item by dividing its Ordered Quantity. To do so click on the field. Now enter the partial quantity of the ordered quantity for which a delivery schedule has to be made. Press <TAB>. As a result, IMMS will automatically create an entry for the same Item with rest of the ordered quantity. You can further change the rest of this quantity if the need be so. IMMS will again create an entry for the same Item with rest of the ordered quantity and so on and so forth until the whole of Ordered Quantity is exhausted. Click here to see an example...   Initially the grid appears as follows -   Lets take an example of the second Item, 'FG2002004003'. The Ordered Quantity of this Item is 2. But if we change its Delivery Qty to 1, IMMS will automatically create one more row for the same Item with Delivery Qty as 1. The grid will now appear as follows -     Therefore, the Delivery of this Item is divided into two quantities which are 1 (appearing in the first row) and 1 (appearing in the last row) respectively.

Delivery Date:

This field automatically calculates and displays the Delivery Date of the ordered Item by adding the Delivery Time of this Item to Internal Order Date. You can change the Delivery Date if required.

Please note that if an Item has multiple Delivery Schedule, the Delivery Date for the subsequent quantities will be automatically calculated and displayed as Delivery Date for the first quantity + 1. You can change it. Click here to see an example...   Initially the grid appears as follows -   Lets take an example of the second Item, 'FG2002004003'. The Ordered Quantity of this Item is 2 and Delivery Date is 09/06/20120 But if we change its Delivery Qty to 1, IMMS will automatically create one more row for the same Item with Delivery Qty as 1. The grid will now appear as follows -   Therefore, the Delivery of this Item is divided into two schedules which are quantity 1 (appearing in the first row) with Delivery Date still as 09/06/2020 and quantity 1 (appearing in the last row) with Delivery Date as 10/06/2020 which is one day added to 09/06/2020.

Expected Installation Date:

Denotes the date when the Sales Item is expected to be installed at the client's site.

Please note that this field will be displayed only when the flag 'Do you want to enter Expected Installation Date in Sales Order Entry?' is set as 'On' through Sales Policy option of Administrator Tools Module. If this flag is set as 'Off', this field will NOT be displayed at all.

In case a new Sales Item has been added, enter the date when the Sales Item is expected to be installed at the client site. It should be later than or same as the 'Delivery Date' of the Item. In case the user keep it blank, IMMS will automatically display the date falling on next day of Delivery Date.

For the already existing Sales Items, Expected Installation Date entered in the selected Sales Order will be displayed automatically. You can change it.

Shipment Code:

Denotes the Customer's Shipment Code.

In case a new Sales Item has been added, the default Shipment Code (CADD) of the selected Customer will be displayed automatically. You can change it. To do so, click on the field to access a list of Shipment Codes defined for the selected Customer through Customer Shipment Master option. Select your desired Shipment from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Shipment Code. Press <TAB>.

IMMS provides the facility to copy the selected Shipment Code to all the delivery rows for all the items. Click 'Yes' to copy the Shipment Code or click 'No' to cancel the action.

For the already existing Sales Items, Shipment Codes entered in the selected Sales Order will be displayed automatically. You can change it.

Shipment Description:

Automatically displays the Description of the selected Shipment Code.

Item Order Qty:

(Type : Numeric, Length : 7.4)

By default this field displays the Ordered Quantity of the Item specified through Order Items & Taxes tab for your reference. You can change it.Click on the field and enter the new Order Quantity of the Item. Press <TAB>.

Please note that quantity entered here can NOT be less than the quantity of Item for which OAF has already been generated ('OAF Qty').

In case the entered Item Order Qty is less than the OAF Quantity, IMMS will ask the user to enter reason for the same. A list of all Sales Reason Codes defined through Codes Master Entry (Code Type = 'SALRC') option of Administrator Tools Module will be displayed in a grid. Select your desired Reason from the list by scrolling down to it and pressing <ENTER>. As a result this Sales Reason Code and its Description will be displayed in their respective fields in 'Order Items & Taxes' tab grid.

SJO Qty:

Displays the SJO quantity of the Sales Item in Sales Unit of Measurement for your reference. It can not be changed.

OAF Qty:

Displays the quantity of Sales Item that has already been allotted through its OAF. If the Order Quantity of the Item is changed than after authorizing this Amendment, the user has to generate OAF for the rest of the Order Quantity of the Item.

Allocated Qty:

Automatically displays the Allocated Quantity of the Sales Item in Sales Unit of Measurement for your reference. It can not be changed.

Invoice Qty:

Automatically displays the Invoice Quantity of the Sales Item in Sales Unit of Measurement for your reference. It can not be changed.

Address1:

Automatically displays the Address of the selected Shipment Code as specified through Customer Shipment Master option. It can NOT be changed.

Address2:

Automatically displays the remaining Address of the selected Shipment Code as specified through Customer Shipment Master option. It can NOT be changed.

Address3:

Automatically displays the remaining Address of the selected Shipment Code as specified through Customer Shipment Master option. It can NOT be changed.

City Name:

Automatically displays the City of the selected Shipment Code as specified through Customer Shipment Master option. It can NOT be changed.

State Name:

Automatically displays the State of the selected Shipment Code as specified through Customer Shipment Master option. It can NOT be changed.

Country Name:

Automatically displays the Country of the selected Shipment Code as specified through Customer Shipment Master option. It can NOT be changed.

Pin Code:

Automatically displays the Address of the selected Shipment Code as specified through Customer Shipment Master option. It can NOT be changed.

ECC No:

Automatically displays the ECC Number of the selected Shipment Code as specified through Customer Shipment Master option. It can NOT be changed.

TIN No:

Automatically displays the TIN Number of the selected Shipment Code as specified through Customer Shipment Master option. It can NOT be changed.

Payment Schedule

Payment Schedule specified for the selected Customer Order No and its related Sales Order Acknowledgment Number will be displayed automatically. You can change them.

Three types of Payments can be planned -

• Advance
• Retention
• Against Delivery

Credit Days

Credit Days are maintained in a grid as follows -

Please refer the above table for field details.

Click on the button to continue

Screen Layout of Terms & Conditions

Field Description of Terms & Conditions

Terms & Conditions

A list of Terms and Conditions specified for the selected Sales Order No and its related Order Acknowledgment Number will be displayed in a grid as follows -

Term Code:

Displays the Code Type of the Terms Description for your reference. You can not change it.

Term Description:

Displays the Term Description for your reference. You can not change it.

Sub Terms Code:

Displays the Sub Term Code for the Term Code.

To change the Sub Term Code, click on the field to access a list of already existing Sub Term Codes defined for the corresponding Term Code through Codes Master (Code Type = <current Term Code>) option of Administrator Tools Module. Select your desired Term Code from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Term Code. Press <TAB>.

Sub Term Description:

Description of the selected Term Code will be displayed automatically.

Print Sequence:

In case the Sales Order is being amended for the first time (Last Amdt No = 0), the Print Sequence of the Term Code specified through the selected Sales Order Number will be displayed automatically. You can change it.

In case the Sales Order has been amended previously, the Print Sequence of the Term Code as specified through the last amendment number of the Sales Order will be displayed automatically. You can change it.

In order to change, click on the field. Now enter the print sequence for the Terms and Conditions. Please note that the entered sequence should be unique.

Other Charges

A list of Other Charges specified for the selected Internal Order No and its related Order Acknowledgment Number will be displayed in a grid as follows -

Charge Code:

Displays the Charge Code of the Charge Description for your reference. You can not change it.

Charge Description:

Displays the Charge Description for your reference. You can not change it.

Value:

Displays the Value for the Charge Code. You can change it.

Click on the button to continue

Screen Layout of Remark and Notes

Field Description of Remark and Notes

Remarks

In case the Sales Order is being amended for the first time (Last Amdt No = 0), the field will display Remarks as per the selected Sales Order Number. You can change it.

In case the Sales Order has already been amended previously, Remarks will be displayed as per the last Amendment made to the selected Internal Order Number. You can change it.

Sales Order Note Details

In 'Add', 'Edit' and 'View' modes, all the fields in this tab will display values as per the last Amendment made to the selected Sales Order Number. In case the Sales Order is being amended for the first time (Last Amdt No = 0), the fields will display values as per the selected Sales Order Number. You can change Values as follows -

Click on button to enter more Notes in the grid. As a result, a new row will added in the end of the grid.

Field Description of the grid -

Action

Click on the icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record.

Sr. No:

Automatically generated sequence number.

 

By default the system will automatically generate this serial number by adding one to the previous Serial Number. You can change it but it should be unique. Click on the field to do so.

 

Notes:

(Type : Alphanumeric, Length : 255)

Click on the field. Enter Notes. Press <TAB>.

Click on the button to continue

Click on the button to continue

Screen Layout of Specification Details

In 'Add', 'Edit' and 'View' modes, all the fields in this tab will display values as per the last Amendment made to the selected Sales Order Number. In case the Sales Order is being amended for the first time (Last Amdt No = 0), the fields will display values as per the selected Sales Order Number. You can change Values as follows -

Field Description of Specification Details

Click an Item from the list to Enter/View Specification:

A list of ordered Items specified through the Order Item & Taxes tab will be displayed in a grid. Click on the desired Item to see its Specification and Optional Items.

Standard Specification:

A list of Standard Specifications entered for the selected Item through Sales Item Master : Product / Spares option is displayed for your reference. Since these are Standard Specifications for the Item, you can not change their values here. If no Standard Specifications have been mentioned, this list will appear as blank. The list is as follows -

Required Specification:

It may happen that for a particular ordered Item, the Specifications values may differ from the Standard ones. You can maintain such Specifications through this option. The list appears as follows -

For newly entered Sales Item in the grid, a list of Standard Specifications entered for that Item through Sales Item Master : Product / Spares option is displayed by default. You can change their values by clicking on the 'Value' field. Enter the new value followed by <TAB>.

For rest of the existing Items, values will be displayed as per the selected Sales Order Amendment Number. You can change them.

Optional Items:

A list of Optional Items specified for the selected Item through Sales Item Master : Product / Spares option is displayed for your reference. You can not change them here. If no Optional Items have been mentioned, this list will appear as blank. The list is as follows -

Optional Items:

It may happen that for a particular ordered Item, the Optional Items may differ from the Standard ones. You can maintain such Optional Items through this option. The list appears as follows -

To do so, click on the small white box to select or de-select desired Optional Item.

For newly entered Sales Item in the grid, a list of Standard Optional Items mentioned for that Item through Sales Item Master : Product / Spares option is displayed by default.

For rest of the existing Items, Optional Items will be displayed as per the selected Sales Order Amendment Number. You can change them.

Please note that the new Optional Items can ONLY be from the list of Optional Items mentioned for the Item through Sales Item Master : Product / Spares option. Optional Item other than this list can not be added.

Click on the button to continue

Screen Layout of Internal Communication

In 'Add', 'Edit' and 'View' modes, all the fields in this tab will display values as per the last Amendment made to the selected Sales Order Number. In case the Sales Order is being amended for the first time (Last Amdt No = 0), the fields will display values as per the selected Sales Order Number. You can change Values as follows -

Field Description of Internal Communication

History Details

This sections saves history of all the Communication that has to be maintained for each Sales Order.

Click on button to enter more History in the grid. As a result, a new row will added in the end of the grid.

Field Description of the grid -

Action

Click on the icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record.

Communication Date:

Denotes the date of Communication.

 

Click on the field. Now enter/select the date of History being entered. It can NOT be more than the Sales Order date. Press <TAB>.

 

Communication By:

Denotes the name of the person who is responsible for the Communication. Automatically displays the User Code of the person who has logged in to IMMS. You can NOT change it.

 

Name:

Name of the selected User Code will be displayed automatically.

 

Communication Description:

(Type : Alphanumeric, Length : 255)

Click on the field. Now enter the remarks. Press <TAB>.

Click on the button to continue

Screen Layout of Attachment

In 'Add', 'Edit' and 'View' modes, all the fields in this tab will display values as per the last Amendment made to the selected Sales Order Number. In case the Sales Order is being amended for the first time (Last Amdt No = 0), the fields will display values as per the selected Sales Order Number. You can change Values.

Field Description of Attachment

Store various drawing and image files related to the selected Item through this section.

Click on to select the files or images. As a result, Windows Explorer will open to select the files from their respective paths. You can also drag the files from the Windows Explorer and drop them to this section. The File will be displayed in the list below. IMMS allows to select following type of files-

• *xlsx
• *pdf
• *jpg
• *jpeg
• *png
• *.doc
• *docx
• *jpg
• *xls

A list of Files will be displayed as follows-

While 'Adding' a new Item, this list will be empty.

In case of 'Edit', and 'View' and this list will display all the attached Files for the selected Item.

Field Description of the list-

Action:

To view a particular File, click on icon of its record.

To delete a File , click on the icon of its record.

 

Sr. No.:

Denotes the sequential number of the File.

 

File Name:

Denotes the name of the attached File.

 

File Path:

Denotes the path of the attached File.

 

File Size:

Denotes the size of the attached File.

 

Mode:

Denotes the Mode by which the Document has to be sent.

 

Click on the box. Select 'Mail', 'Post' or 'Both' from the given list.

 

Document Type:

Denotes the Type of Document.

 

Click on the box. Select the appropriate option from the given list.

 

Document No:

Click on the box. Enter the number of the Document.

 

Document Revision No:

Click on the box. Enter the Revision Number of the Document.

 

Created By:

Denotes the name of the person who has created the Document.

 

Created Date:

Denotes the date when the Document was created.

Once you have made all the amendments to the Sales Order, click on 'Save' icon to save it or 'Cancel' to discard. The control will go back to the list.