In Sage X3, we can create Sales open order as a long term commitment with a customer. The fundamental purpose of this screen is to manage the open order contracts against customer. The creation of each sales open order (Contract order) is used to manage the delivery schedule as a next step. This delivery schedule is firmed up in the form of the delivery request, and finally Delivery is created against open order and shipped to the customer.<\/p>\n\n\n\n
Let\u2019s see in detail working of Sales open order and Delivery request.<\/p>\n\n\n\n
The Sales open order management is constrained over two-screen, the first brings together the general information. You can create, modify, delete, and view open order. An open order mainly includes line header and delivery schedule.<\/p>\n\n\n\n
An open order can have multiple lines with different products irrespective of stock status (i.e. managed and not managed).<\/p>\n\n\n\n
Navigate to: Sales > Orders > Open orders<\/strong><\/p>\n\n\n\n \u2022 User has to enter all the mandatory fields like the customer, sales site, validity date and commercial details and create open order by clicking on Create button. (Refer to below screenshot)<\/p>\n\n\n\n \u2022 Below are the important fields:<\/p>\n\n\n\n 1. Customer and commercial details.<\/p>\n\n\n\n 2. Validate start and end dates of order.<\/p>\n\n\n\n 3. List of products with global quantity, price and validity dates.<\/p>\n\n\n\n\n\n Once open order is created, you have to enter product details to complete the order. On the Second screen information related to the open order lines are entered. It can be accessed by clicking on the Products button.<\/p>\n\n\n\n\n\n You have to enter the necessary product details here. As earlier said, you can enter multiple lines for an open order (Refer to below screenshots)<\/p>\n\n\n\n The expected quantity field indicates the planned Quantity in the sales unit. This Quantity is used upon price list search.<\/p>\n\n\n\n\n\n\n\n Creating Delivery request:<\/p>\n\n\n\n Now, in order to make Delivery of this open order, you must create delivery request with the firm products with respective quantities that is to be delivered. You can create delivery request by clicking on the \u201cDelivery request\u201d button on the top right corner of the screen.<\/p>\n\n\n\n The delivery request will get created for this open order. However, you cannot make shipment until you enter product line with firm Quantity (Refer below screenshot).<\/p>\n\n\n\n\n\n To enter a delivery request, it is necessary to select contract line from the left list on the screen, of which the delivery request must be created. The main information concerning the contract line is displayed in the top section and the entry must be made in the grid.<\/p>\n\n\n\n Creating Sales delivery:<\/strong><\/p>\n\n\n\n Once the delivery request is created User can navigate to the Sales delivery screen and select the sales open order number from the Open order selection left list also, User can also modify the details likes Quantity and price before creating Sales delivery.<\/p>\n\n\n\n Suppose the quantity entered in the Sales delivery quantity is lesser than the delivery request\u2019s Quantity. In that case, a new line is added in the delivery request\u2019s line for the remaining delivery quantity. <\/p>\n\n\n\n This blog will help you to manage long term commitment with a customer by using open order\u2019s delivery requests and creating Contract based shipment for the customer.<\/p>\n\n\n\n Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":" In Sage X3, we can create Sales open order as a long term commitment with a customer. The fundamental purpose of this screen is to manage the open order contracts against customer. The creation of each sales open order (Contract order) is used to manage the delivery schedule as a next step. This delivery schedule\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,8,10],"tags":[562,3486,2568,3061,1400],"class_list":["post-24057","post","type-post","status-publish","format-standard","hentry","category-features","category-sage-erp-x3","category-standard","tag-delivery","tag-delivery-request","tag-delivery-shipment-sage-x3","tag-open-order","tag-order"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24057","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=24057"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24057\/revisions"}],"predecessor-version":[{"id":24063,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24057\/revisions\/24063"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=24057"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=24057"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=24057"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}About Us<\/strong><\/h2>\n\n\n\n