DBD: Order Entry – Billable Release

Path: DB Distributor > Order Processing > Order Processing > Order Entry Order Entry Defaults

1. Select Billable Release

Note: Client owned releases can be added as well.

2. Select FOB, How to Ship, Ship Via (if applicable).

Note: Can also be entered on the Sales Order Shipping entry panel.

3. Click Proceed

Sales Order Entry Screen

1. Click Add New Order (new order number will populate)

Setup Sales Order Header Information

2. Enter Customer Code or use the query to locate.
3. The Order Date defaults to today, change as needed.
4. Enter Requested Date.
5. Enter other applicable information.
6. Click Finish.

Order Line Entry

1. Click New Line.
2. Verify Line Type – the Line Type defaults to "Customer Specific Item." For general stock items, select Stock Item from the drop-down field.
3. Enter Warehouse code.
4. Enter Item Code or Select from Query - item data displays.

5. Enter Quantity Ordered for automatic "Inventory Lot Selection" (usually FIFO) OR

   
   

   

6. Click the Hand to see the Inventory Lot section and available inventory lots. Enter the desired quantity into the Quantity Selected field from any lot.

7. Click Exit to return to the Line Entry.
8. In Line Entry, click Save again. The line will display at bottom for review.

Ready for "Next Line Entry."

• Click New Line and repeat as needed.
• When finished, Click Exit.

Sales Order Shipping Entry

All Release Orders require general shipping. Enter the code or use the query option to select the "Customers Ship to Code."

• IMS Customers require a valid location code.
• For non-IMS clients, a ‘M’ can be entered into this field to enter a custom address.
• Click Next to proceed to the Shipping tab.

• Click Next to proceed to the Shipping tab.
• Location type is defaulted as Customer.
• Enter Location/Ship to Code or click the Query to select or type ‘M’ for Manual Entry.
• Click Next to proceed to the Shipping Tab.

• Select FOB, How to Ship and Ship Via from the dropdowns.
• Click Next to proceed to Other Tab (these fields don’t apply to these orders).
• Click Finish and return to the 1. Address tab.
• Click Done to return to the Sales Order Entry Summary screen.

• Click Save to remain in Sales Order Entry and begin the next order.

OR

• Click Exit to exit Sales Order Entry.
• Click Save and Exit triggers the Printing/Delivery Option of the Packing Slip.
• This completes the process of entering order type Billable Release.