Note: This document is in reference to the new Sales Orders tab, which is TransactionType 2. The previous Sales Orders tab (TransactionType 0) has been renamed to the Outbound Transactions tab (Orders - Outbound Transactions - V2). In most cases, outbound transactions will be routed via the Outbound Transactions tab.
Introduction
The Sales Order tab contains orders where TransactionType = 2. This can be utilized for integrations where companies want to see the master Sales transaction (such as a Sales Order) as a reference transaction for the shippable transactions on the Outbound Transactions tab (such as Item Fulfillments).
Transactions that originate from ERPs that are mapped to the Sales Order tab are not shippable or editable transactions. These serve as viewable reference orders only to their Outbound Transaction counterparts.
Sales Orders that are uploaded via import template or created manually are shippable and editable.
How to Enable
On the Company > Rules page, on the Order Types tab, within the Sales Order card, there is a toggle for Sales Order Management. By default this is off.
Once turned on, on the Order page, a new third tab called Sales Orders will be added alongside Outbound and Inbound Transactions. By default this will become the first tab on the Orders page.
ERP Originating Order Behavior
Transactions that originate from ERPs that are mapped to the Sales Order tab (Transaction Type 2) are not shippable or editable transactions. These serve as viewable reference orders only to their Outbound Transaction counterparts.
ERP originating Sales Orders will have the View button in place of the Edit pencil as an action. When clicking the View button, you are taken to a View screen and can review the Sales order information.
Nothing within the Sales Order is editable within the View screen.
Sales Orders also cannot be imported into Quote/Ship when ERP originated.
From the Sales Orders grid, the only available actions are to delete and print documents.
Non-ERP Originating Order Behavior
Sales Orders that are uploaded via import template (Transaction Type 2) or created manually are shippable, editable and can be imported into Quote/Ship.