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Create Sales Order for Monthly Billing

This tutorial guides you through creating a Sales Order for monthly billing. Proper shipping location, heading format, and billing details are required to ensure accurate reporting and GL code allocation.

Video Tutorial

1. Review Shipping Information

For billing purposes, the shipping location is critical. Always select a location from the system instead of manually entering an address. This allows the system to identify the correct location and apply the appropriate GL code.

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2. Change the Shipping Method

Select Shipping to Other to enable location selection.

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3. Select a Shipping Location

Click the location icon to select location for shipping

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4. Choose the Address

The shipping location must be selected from the available location list. If the location is not available, add it to the company before creating the Sales Order.

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5. Enter the Heading

The heading is used for the Ticket Number and Campaign Type in monthly billing reports.

Use the following format: Ticket Number - Campaign Type.

The value before the dash is treated as the Ticket Number, and the value after the dash is treated as the Campaign Type.

For E-Store orders, the system automatically uses all headings as Ticket Numbers, so no custom formatting is required.

Example:

12345 - Grand Opening Campaign
Ticket Number: 12345
Campaign Type: Grand Opening Campaign

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6. Add Line Entry

Add products and services to the Sales Order as usual.

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7. Configure a Distribution List (Optional)

If the order needs to be shipped to multiple locations, complete the Line Entry first, then select Shipping Company as the Distribution List.

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8. Open Allocation

Click Allocation to distribute items across locations.

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9. Configure Allocations

Add allocation details as required. Refer to the Sales Order Allocation tutorial for more information.

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10. Open Text Entry

Click Text Entry to enter billing details.

Important: The Text Entry section does not automatically update when Line Entries or Headings change. Complete all Sales Order details before generating the Text Entry.

Regenerating the Text Entry will remove any previously entered custom information.

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11. Select the Report Type

Choose the appropriate Monthly report type.

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12. Review Billing Details

All billing details will appear in the table. Review and update the information that should appear in the billing report.

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13. Save Changes

Click Submit Changes to save the billing information.

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You have successfully created a Sales Order for monthly billing. Review the shipping location, heading format, allocation details, and billing information to ensure accurate monthly billing reports.

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