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GuideAugust 1997
Sales Order Management
Item #A81CEASO
ReleaseA8.1
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PrerequisiteJ.D. Edwards
Software Fundamentals
Using MenusGetting HelpCustomizing DataReporting
Understanding YourEnvironmentCreating and MaintainingEnvironmentsSetting Up SecurityUpgrading Your System
Online HelpProgramFormField
System Administrationand Environment
Fundamentals
Guides
CD–ROMGuides
Where Do I Look?
TechnicalFoundation
CommonFoundation
Important Note for Students inTraining Classes
This guide is a source book foronline helps, training classes, and
user reference. Training classesmay not cover all the topics
contained here.
Welcome
About this Guide
���$ �&��� "#!'���$ !'�#'��($� ���&$%#�%�! $� "#!����$� � � �)��"��$ �!# %���#� % #����$� !� ��� ��(�#�$ $!�%(�#�� �!#�$ �$�#�� $ � � (� �!($� $�!( �#� ! �* �)��"��$� � *! �!�"� * !"�#�%�$ �% � �����#� % $!�%(�#� ��'��� *!&����% �� � ��$�#�"� ���$ ��%(�� (��% �$ $�!( � %��$ �&��� � � (��% *!& $��! *! $�#�� �
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Audience
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Organization
���$ �&��� �$ ��'���� � %! $��%�! $ �!# ���� ���!# �& �%�! � ���%�! $ �! %�� ���"%�#$ �!# ���� %�$� !# �#!&" !� #���%�� %�$�$� ���� ���"%�# �! %�� $ %��� �!#��%�! *!& ��� %! ���!�"��$� %�� %�$�� #& %�� "#!�#��� !# "#� % %��
������� ������� ������$ ���� �� � �!��!��"� ���� �� ������ ������� �������� ����
Section Chapter
OverviewTasks
What You Should KnowAboutField DescriptionsProcessing OptionsTest Yourself
���� �� �� ���������� ������� ��� ����� �#���� ������ ��� ���������� ������� ���������� �������� �� "������ �� ����� ��� ������ ��� ����������� �� ����&����� ��� $� � �� � ����� ��� ���������
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Conventions Used in this Guide
��� �����"��� ����� �!� �������� ������� "��� ��� �� ���� � ����
� ��� ������ �� ������ �� "����"�
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A8.1 (8/97)
Table of Contents
Sales Order Management Overview
�612%, �-2%'0!2).- ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��-2%'0!2).- 5)2( �##.3-2)-' !-$ �)120)"32).- �612%,1 ���� � � � � � � ��!+%1 �0$%0 �!-!'%,%-2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��%-%0!+ �##.3-2)-' ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��$$0%11 �..* ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��-4%-2.06 �!-!'%,%-2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��0.#30%,%-2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��$4!-#%$ �0)#)-' ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��$4!-#%$ !0%(.31% �!-!'%,%-2 ���� � � � � � � � � � � � � � � � � � � � � � � ��.!$ !-$ �%+)4%06 �!-!'%,%-2 �612%, ���� � � � � � � � � � � � � � � � � � � ��+%#20.-)# �!2! �-2%0#(!-'% ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��0.#%11)-' ��� �.#3,%-21 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � ��+%#20.-)# �.#3,%-21 �3//.02%$ "6 ���� �$5!0$1 ��� � � � � � � �
�%!230%1 .& �!+%1 �0$%0 �!-!'%,%-2 ���� � � � � � � � � � � � � � � � � � � � � � � � � ��0$%0 �-206 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��%,/+!2%1 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��0$%0 �%+%!1% ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��0.#%11)-' �0$%01 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��/$!2)-' �2!231 �.$%1 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��!+%1 �0$%0 �-&.0,!2).- ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��-$ .& �!6 �0.#%11)-' ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��0)#)-' ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��0%&%0%-#%1 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��612%, �%23/ ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��$4!-#%$ !-$ �%#(-)#!+ �/%0!2).-1 ����� � � � � � � � � � � � � � � � � � � � � � �
�%-3 �4%04)%5 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
Daily
Sales Order Entry
�".32 �!+%1 �0$%0 �-206 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � .0* 5)2( �%!$%0 �-&.0,!2).- ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
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Sales Order Management
A8.1 (8/97)
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Additional Order Entry and Release
�#/43 �%%*3*/.", �1%&1 �.318 ".% �&,&"2& ��� � � � � � � � � � � � � � � � � � � � �!/1+ 6*3) �1%&1 �&,&"2&2 ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
!/1+*.( 6*3) �1%&1 �&,&"2&2 ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��&,&"2*.( �1%&12 /. �/,% ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
�1/$&22*.( �03*/.2 '/1 �&,% �1%&1 �&,&"2& ��� � � � � � � � � � � � � � � � ��&,&"2*.( �"$+/1%&12 �.,*.& ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
�1/$&22*.( �03*/.2 '/1 �"$+ �1%&1 �&,&"2& ��.�,*.&� ���� � � � � � � ��&,&"2*.( �"$+/1%&12 *. " �"3$) ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
�1/$&22*.( �03*/.2 '/1 �"$+ �1%&1 �&,&"2& ��"3$)� ��� � � � � � � � � ��&5*&6*.( �1%&1 �&,&"2&2 ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
�.3&1 �1&%*3 �1%&12 ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
�.3&1*.( �1&%*3 �1%&12 ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
Table of Contents
A8.1 (8/97)
�.4&2*.( �2&%*4 �2%&23 �".5",,9 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��.4&2*.( �934&-:�&.&2"4&% �2&%*4 �2%&23 ����� � � � � � � � � � � � � � � � � � � � � �
�.4&2 �2".3'&2 �2%&23 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
�.4&2*.( �2".3'&2 �2%&23 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��2/$&33*.( �04*/.3 '/2 �2".3'&2 �2%&2 �.429 ���� � � � � � � � � � � � � � � � �
�.4&2 �*2&$4 �)*0 �2%&23 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
�.4&2*.( �*2&$4 �)*0 �2%&23 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��2/$&33*.( �04*/.3 '/2 �*2&$4 �)*0 �2%&2 �.429 ����� � � � � � � � � � � � � �
!/2+ 7*4) �5/4& �2%&23 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
!/2+*.( 7*4) �5/4& �2%&23 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��.4&2*.( " �5/4& �2%&2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��2&"4*.( " �",&3 �2%&2 '2/- " �5/4& �2%&2 ���� � � � � � � � � � � � � � � � � � � � ��&,&"3*.( " �5/4& �2%&2 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
�2/$&33*.( �04*/.3 '/2 �2%&2 �&,&"3& ���� � � � � � � � � � � � � � � � � � � � � �!/2+ 7*4) �,".+&4 �2%&23 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
!/2+*.( 7*4) �,".+&4 �2%&23 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��.4&2*.( " �,".+&4 �2%&2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��2&"4*.( " �",&3 �2%&2 '2/- " �,".+&4 �2%&2 ���� � � � � � � � � � � � � � � � � � ��&,&"3*.( " �,".+&4 �2%&2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
!/2+ 7*4) �.4&2#2".$) �2%&23 ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
!/2+*.( 7*4) �.4&2#2".$) �2%&23 ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � ��.4&2*.( ". �.4&2#2".$) �2%&2 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��2*.4*.( ". �.4&2#2".$) �.6/*$& ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 0%"4*.( �.4&2#2".$) �",&3 �.'/2-"4*/. ���� � � � � � � � � � � � � � � � � � � � � � � �
�8"-0,&� �$$/5.43 �&$&*6"#,& ".% �$$/5.43 �"9"#,&�.42*&3 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��8"-0,&� �$$/5.43 �&$&*6"#,& �.42*&3 ���� � � � � � � � � � � � � � � � � � � � � �
Sales Order Information
�#/54 �",&3 �2%&2 �.'/2-"4*/. ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �!/2+ 7*4) �4&- �.'/2-"4*/. ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
!/2+*.( 7*4) �4&- �.'/2-"4*/. ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��/09*.( �4&- �.'/2-"4*/. 4/ �",&3 �2%&23 ��� � � � � � � � � � � � � � � � � � � � � ��&6*&7*.( �2*$& ".% �6"*,"#*,*49 �.'/2-"4*/. �� � � � � � � � � � � � � � � � � � �
�2/$&33*.( �04*/.3 '/2 �)&$+ �2*$& ".% �6"*,"#*,*49 ��� � � � � � � � � ��/$"4*.( �5".4*49 �.'/2-"4*/. ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��/--*44*.( ".% �&$/--*44*.( �.6&.4/29 ���� � � � � � � � � � � � � � � � � � � � � �
�/7 4)& �934&- �/--*43 �.6&.4/29 ���� � � � � � � � � � � � � � � � � � � � � � ��2/$&33*.( �04*/.3 '/2 �/--*4��&$/--*4 !/2+#&.$) ��� � � � � � �
�&6*&7*.( �500,9 ".% �&-".% �.'/2-"4*/. ��� � � � � � � � � � � � � � � � � � � ��2/$&33*.( �04*/.3 '/2 �500,9��&-".% �.15*29 ��� � � � � � � � � � � � �
�&34/2*.( �",&3 �2%&2 �.'/2-"4*/. ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � ��2/$&33*.( �04*/.3 '/2 �&0/34 �$4*6& �",&3 �2%&23 ���� � � � � � � � � � �
!/2+ 7*4) �534/-&2 ".% �",&3 �.'/2-"4*/. ���� � � � � � � � � � � � � � � � � � � � � � � �
!/2+*.( 7*4) �534/-&2 ".% �",&3 �.'/2-"4*/. ���� � � � � � � � � � � � � � � � � ��&6*&7*.( �534/-&2 �$$/5.4 �.'/2-"4*/. ���� � � � � � � � � � � � � � � � � � � � � �
�2/$&33*.( �04*/.3 '/2 �2&%*4 �)&$+ ��� � � � � � � � � � � � � � � � � � � � � � ��&6*&7*.( �",&3 �2%&23 ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
�2/$&33*.( �04*/.3 '/2 �534/-&2 �&26*$& �.15*29 ���� � � � � � � � � � � � �
Sales Order Management
A8.1 (8/97)
�&.&2"4*.( �2%&2 �4"453 �&0/243 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��&.&2"4*.( 4)& �0&. �2%&23 #8 �4&- �&0/24 ���� � � � � � � � � � � � � � � ��&.&2"4*.( 4)& �0&. �2%&23 #8 �534/-&2 �&0/24 ���� � � � � � � � � � � ��2/$&33*.( �04*/.3 '/2 �0&. �",&3 �2%&23 ���� � � � � � � � � � � � � � � � � ��&.&2"4*.( 4)& �&,% �2%&23 �&0/24 ���� � � � � � � � � � � � � � � � � � � � � � � ��&.&2"4*.( 4)& �"$+/2%&23 4/ �*,, �&0/24 ���� � � � � � � � � � � � � � � � � � � ��2/$&33*.( �04*/.3 '/2 �"$+ �2%&23 4/ �*,, �2*.4 ��� � � � � � � � � � � � �
�&6*&7*.( �",&3 �&%(&2 �.'/2-"4*/. ��� � � � � � � � � � � � � � � � � � � � � � � � � � ��2/$&33*.( �04*/.3 '/2 �",&3 �&%(&2 �.15*28 ��� � � � � � � � � � � � � � � � �
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�&.&2"4*.( 4)& �",&3 �&%(&2 �&4"*, �&0/24 ��� � � � � � � � � � � � � � � � � ��2/$&33*.( �04*/.3 '/2 �",&3 �&%(&2 �&4"*, �&0/24 ��� � � � � � � � � � � ��&.&2"4*.( 4)& �",&3 �.",83*3 �5--"28 �&0/24 ��� � � � � � � � � � � � � ��2/$&33*.( �04*/.3 '/2 �",&3 �.",83*3 �5--"28 ��� � � � � � � � � � � � � �
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!/2+*.( 7*4) �*,,*.( �.'/2-"4*/. �� � � � � � � � � � � � � � � � � � � � � � � � � � � � ��&6*&7*.( �.,*.& �.6/*$&3 �� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
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�2/$&33*.( �04*/.3 '/2 �",&3 �2%&2 �$+./7,&%(&-&.43 ��� � � � � � �
UCC 128 Compliance
�#/54 �� �� �/-0,*".$& ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � .%&234".% �� �� �/-0,*".$& ��� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
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�&44*.( 0 �*&2"2$)*$", �/.'*(52"4*/.3 ��� � � � � � � � � � � � � � � � � � � � � ��&44*.( 0 �)*0 �/4*$&��".*'&34 �&15*2&-&.43 ���� � � � � � � � � � � � � � �
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Table of Contents
A8.1 (8/97)
Sales Order Processing
�$054 �#-'3 �2&'2 �20%'33+/) ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �"02, 7+4* �+%,+/) �0%5.'/43 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
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�20%'33+/) �14+0/3 (02 �0/420- �+%, �+34 ����� � � � � � � � � � � � � � � � � � � ��2+/4+/) # �+%, �-+1 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
�20%'33+/) �14+0/3 (02 �+%, �-+13 �2+/4 ����� � � � � � � � � � � � � � � � � � � � �"02, 7+4* �*+1.'/43 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
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�0/(+2.+/) #/ �2&'2 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��0/(+2.+/) �*+1.'/43 (20. �5-4+1-' �0%#4+0/3 ���� � � � � � � � � � � � � ��20%'33+/) �14+0/3 (02 �2&'2 �0/(+2.#4+0/ ����� � � � � � � � � � � � � � � � �
�/4'2+/) �'2+#- �5.$'23 #4 �*+1.'/4 ����� � � � � � � � � � � � � � � � � � � � � � � � � ��2+/4+/) �*+11+/) �0%5.'/43 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
�2+/4+/) �+--3 0( �#&+/) ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��20%'33+/) �14+0/3 (02 �+-- 0( �#&+/) ����� � � � � � � � � � � � � � � � � � � � � � ��2+/4+/) �'-+6'29 �04'3 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��20%'33+/) �14+0/3 (02 �2+/4 �'-+6'29 �04'3 ����� � � � � � � � � � � � � � � � �
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�20%'33+/) �14+0/3 (02 �#-'3 �2&'2 �/60+%'3 �2+/4 ���� � � � � � � � � � � � 3+/) ��� �&6#/%'& �5/%4+0/#-+49 40 �2+/4 �/60+%'3 ���� � � � � � � � � � � � �
�2+/4+/) �'2+0&+% �/60+%'3 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��20%'33+/) �14+0/3 (02 �'2+0&+% �/60+%' �20%'33+/) ���� � � � � � � � � � ��20%'33+/) �14+0/3 (02 �'2+0&+% �/60+%' �2+/4 ���� � � � � � � � � � � � � � � ��2+/4+/) �/4'22514'& �/60+%' �#4%*'3 ��
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1+/) �4#453 �0&'3 ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��20%'33+/) �14+0/3 (02 �#-'3 �2&'2 �1''& �'-'#3' ����� � � � � � � � � � �
End of Day Processing
�$054 �/& 0( �#9 �20%'33+/) ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 1' �#-'3 �/(02.#4+0/ ���� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
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Sales Order Management
A8.1 (8/97)
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Pricing
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Table of Contents
A8.1 (8/97)
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Preferences
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Sales Order Management
A8.1 (8/97)
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Setup
System Setup
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Table of Contents
A8.1 (8/97)
)66-1+ "3 �4()4 �2/( �2()5 *24 �4)(-6 �,)'.-1+ ���� � � � � � � � � � � � � � � )66-1+ "3 �4()4 �2/( �2()5 *24 �%4+-1 �,)'.-1+ ����� � � � � � � � � � � � � �
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)66-1+ "3 �200-55-21 �1*240%6-21 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � )66-1+ "3 % %/)5 �4273 ������ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � ��55-+1-1+ �200-55-21 �1*240%6-21 ������ � � � � � � � � � � � � � � � � � � � � � � � � � � � )66-1+ "3 �((-6-21%/ �200-55-21 �1*240%6-21 ����� � � � � � � � � � � � � � � � � )66-1+ "3 #%4-%&/) �200-55-21 �)4')16%+)5 9-6,-1 % �4273 ������ � � � � ��)8-)9-1+ �200-55-21 �1*240%6-21 ����� � � � � � � � � � � � � � � � � � � � � � � � � � �
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)66-1+ "3 6,) $24. �%; �%/)1(%4 ����� � � � � � � � � � � � � � � � � � � � � � � � � � � � )6 "3 �4)-+,6 �1*240%6-21 ������ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �
)66-1+ "3 �4)-+,6 �1*240%6-21 ������ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � )6 "3 �7620%6-' �''2716-1+ �15647'6-215 ������ � � � � � � � � � � � � � � � � � � � � � � � �
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Advanced & Technical
Advanced and Technical Operations
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Sales Order Management
A8.1 (8/97)
Appendices
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Table of Contents
A8.1 (8/97)
Glossary
Index
A8.1 (8/97) 1–1
Sales Order Management Overview
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Sales Order Management
1–2 A8.1 (8/97)
System Integration
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Integration with Accounting and Distribution Systems
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AAIs
Address Book
GeneralAccounting
InventoryManagement
AccountsReceivable
Procurement
Sales Order
Management
AccountsPayable
AAIsAAIs AAIs
AAIs
Load andDelivery
Bulk StockControlManagement
Sales Order Management
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Sales Order Management Overview
A8.1 (8/97) 1–3
General Accounting
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Address Book
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Inventory Management
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Procurement
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Advanced Pricing
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