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Which fields are often updated on a sales order in Business Central?
When making a sales order, there are some fields that are frequently updated when talking to the customer.
I will go through some of these fields.
This is what happens in the video
If you are working with variant codes, these must be updated on the sales order to state which variant of the item the customer would like to buy.
In Location Code, we can change where the Items should be sent from.
As a default, it will take it from the document header, but it can be changed for each line.
The bin code can be changed if bin codes are set up on that location.
As a default, the unit of measure code that is entered on the line is the base unit of measure, but if I have this item in different units I can change this here in the Unit of Measure Code.
If I want to give my customer a line discount, I can type it here in Line Discount Percentage.
Likewise, if the customer should prepay some of the amount before we ship the item, this can be typed into Prepayment Percentage.
In Quantity to Ship, we state how many of the items should be shipped before posting This is especially relevant if we deliver the order in more than one shipment.
Likewise, to invoice it over more than one invoice, this can be updated – how many items we would like to invoice before posting the document.
In Planned Delivery Date, we state planned delivery.
In Promised Delivery Date, we can state if we have promised the customer, a specific delivery date.
In Requested Delivery Date, we type in the date when the customer would like us to deliver the items.
In Planned Shipment Date, we type in when we plan to ship them, and Shipment Date states the shipment date.
If the order is a drop shipment or special order, we can define this in the Purchasing Code, if these have been set up.
For drop shipment, we can also just mark the Boolean.