About Order Entry transactions

Order Entry provides you with several sales transaction types:

• Sales quote

• Sales order

• Shipper

• Sales invoice

• Sales adjustment (credit or return)

If Fulfillment is enabled in Inventory Control:

• Fulfillment order

• Fulfillment shipper

• Fulfillment invoice

To view the full list of your available sales transaction types, go to Order Entry > All > Transactions and select the desired transaction.

Order Entry workfows

When you create a new sales transaction, you define all line items and associated data that will be processed in a workflow. Each workflow begins with a new transaction, which can only be converted to the next available transaction type. The transaction definition defines the next available conversion option.

Converting a transaction moves the transaction to the next step in the workflow. For example, a transaction might move from a Sales order to a Sales invoice, as defined by the transaction definition A template for a transaction that contains the accounting settings, workflow rules, and other configuration options that determine the transaction's behavior. Security options within a transaction definition ensure their proper use. Transaction definitions are used in the Purchasing, Order Entry, and Inventory applications for both standard and advanced workflows..

You can create draft transactions if the transaction definition's security settings are set to New document or convert. For example, if the transaction type that you want to create has a Create policy that's set to Convert only, you can only copy an existing transaction and save the new transaction as draft. You can then convert the duplicate into the desired transaction.