CRM1003 Create Sales Orders
General Information
| Module | Crm.Presales |
|---|---|
| Code | CRM1003 |
| Parent Document | Deals |
| Sub-document | Sales Orders |
| Full Name | Create Sales Orders |
| Deterministic | YES |
| Status | NEW |
| Supports Transitional Documents | NO |
| Supports Single Execution | YES |
| Replaces | - |
| Orphan Rows | Ignore |
| Split Function | - |
| Version | Introduced: 2022 |
| Date of Suspension | - |
Business Logic
This generation is used to create Sales Orders from Deals.
To create a sales order, the customer has to be specified. The customer is extracted from the party, selected in the Deal (Deal.Party) and the up-to-date, and active customer definition of this party in the enterprise company of the sales order (SalesOrder.EnterpriseCompany) or which is without enterprise company. (so Customer.Party = Deal.Party && (Customer.EnterpriseCompany == SalesOrder.EnterpriseCompany || Customer.EnterpriseCompany == null) && Customer.Active == true && (Customer.FromDate <= SalesOrder.DocumentDate || Customer.FromDate == null) && (Customer.ThruDate >= SalesOrder.DocumentDate || Customer.ThruDate == null).
If no such customer is found, the generation procedure is stopped and an error is thrown. The error text is:
No valid client is found for '{Deal.Party.PartyName}' party.
In order to create a sales order, there must be an active customer for '{Deal.Party.PartyName}' party, applicable to the current enterprise company.
The fields in the Sales Order’s header are filled as follows:
SalesOrder.Customer = the determined Customer for the Deal.Party
SalesOrder.DocumentDate = Today
SalesOrder.ShipToPartyContactMechanism =
if (Count(PartyContactMechanisms, where Party == SalesOrder.Customer.Party && IsDefault == true) == 1)
, then ShipToPartyContactMechanism = First(PartyContactMechanisms, where Party == SalesOrder.Customer.Party && IsDefault == true)
, else SalesOrder.ShipToPartyContactMechanism = null
SalesOrder.DocumentCurrency = SalesOrder.EnterpriseCompany.BaseCurrency
SalesOrder.PaymentDueDate = DocumentDate + Customer.DefaultPaymentTermDays
SalesOrder.PaymentDueStartDate = DocumentDate + Customer.DefaultPaymentStartDays
SalesOrder.RequiredDeliveryDate = DocumentDate + Customer.DefaultDeliveryTermDays
SalesOrder.DistributionChannel = Customer.DefaultDistributionChannel
SalesOrder.PaymentAccount = Customer.DefaultPaymentAccount
SalesOrder.PaymentType = Customer.DefaultPaymentType
SalesOrder.PriceList = Customer.DefaultPriceList
SalesOrder.CreditLimitOverride = false
SalesOrder.Deal = Deal
SalesOrder.SalesPerson = Deal.LeadingSalesPerson
SalesOrder.Dealer = Deal.Dealer
SalesOrder.Store = null
SalesOrder.ShipToCustomer = null
SalesOrder.DealType = null
SalesOrder.CustomerPurchaseOrderDate = null
SalesOrder.CustomerPurchaseOrderNo = null
SalesOrder.PosLocation = null
SalesOrder.PosOperator = null
SalesOrder.PosTerminal = null
SalesOrder.FiscalSalesNumber = null
SalesOrder.FiscalPrinterPosDevice = null
SalesOrder.EndCustomerParty = null
SalesOrder.DeliveryTermsCode = null
SalesOrder.IntrastatTransactionNatureCode = null
SalesOrder.IntrastatTransportModeCode = null
SalesOrder.IntrastatTransportCountry = null
SalesOrder.ReturnForInvoice = null
SalesOrder.ReturnForSalesOrder = null
SalesOrder.FromDate = null
SalesOrder.ToDate = null
SalesOrder.Notes = null
Note
The attributes which are not specified here are filled in as described in Standard Document Attributes
Fulfillments
No fulfilments and metrics are used for the current generation procedure. Each time the procedure is started, it creates new sub-document no matter if there are documents already created from previous procedure executions.
The new Sales Order Line is created as follows:
SalesOrderLine.LineNo = DealLine.LineNo
SalesOrderLine.Product = DealLine.Product
SalesOrderLine.ProductDescription = SalesOrderLine.Product.Name
SalesOrderLine.GuaranteePeriodDays = SalesOrderLine.Product.GuaranteePeriodDays
SalesOrderLine.ProductCode = null
SalesOrderLine.ProductPrice = loaded by the 'Determine product price'* method
SalesOrderLine.UnitPrice = loaded by the 'Calculate Unit Price' method
SalesOrderLine.StandardUnitPrice = loaded by the 'Get Standard Unit Price' method
SalesOrderLine.RequestedQuantity = null
SalesOrderLine.Quantity = DealLine.Quantity
SalesOrderLine.QuantityUnit = DealLine.QuantityUnit
SalesOrderLine.QuantityBase = CONVERT(SalesOrderLine.Quantity, SalesOrderLine.Product.BaseMeasurementCategory.BaseUnit)
SalesOrderLine.StandardQuantityBase = CONVERT(SalesOrderLine.Quantity, SalesOrderLine.Product.BaseMeasurementCategory.BaseUnit)
SalesOrderLine.Level1Discount = loaded by the 'Determine line discount'* method
SalesOrderLine.Level1DiscountPercent =
if (SalesOrderLine.Level1Discount != null)
, then SalesOrderLine.Level1DiscountPercent = SalesOrderLine.Level1Discount.DiscountPercent
, else SalesOrderLine.Level1DiscountPercent = null
SalesOrderLine.Level2Discount = loaded by the 'Determine line discount'* method
SalesOrderLine.Level2DiscountPercent =
if (SalesOrderLine.Level2Discount != null)
, then SalesOrderLine.Level2DiscountPercent = SalesOrderLine.Level2Discount.DiscountPercent
, else SalesOrderLine.Level2DiscountPercent = null
SalesOrderLine.Level3Discount = loaded by the 'Determine line discount'* method
SalesOrderLine.Level3DiscountPercent =
if (SalesOrderLine.Level3Discount != null)
, then SalesOrderLine.Level3DiscountPercent = SalesOrderLine.Level3Discount.DiscountPercent
, else SalesOrderLine.Level3DiscountPercent = null
SalesOrderLine.LineStandardDiscountPercent = loaded by the 'Determine Line Standard Discount Percent' method
SalesOrderLine.LineCustomDiscountPercent = 0.00%
SalesOrderLine.LineAmount = loaded by the 'Determine line amount in sales orders'* method
SalesOrderLine.LineEndCustomerParty = null
SalesOrderLine.RequiredDeliveryDate = SalesOrder.RequiredDeliveryDate
PersistLot = false
SalesOrderLine.Notes = DealLine.Notes
SalesOrderLine.ParentDocument = Deal
SalesOrderLine.ParentLineNo = DealLine.LineNo
SalesOrderLine.Lot = null
SalesOrderLine.SerialNumber = null
SalesOrderLine.ProductVariant = null
SalesOrderLine.LineStore = null
SalesOrderLine.StoreBin = null
SalesOrderLine.LineDealType = null
SalesOrderLine.BonusProgram = null
SalesOrderLine.PromotionalPackage = null
SalesOrderLine.IntrastatApplyDate = null
SalesOrderLine.DeliveryTermsCode = null
SalesOrderLine.IntrastatTransactionNatureCode = null
SalesOrderLine.IntrastatTransportModeCode = null
SalesOrderLine.IntrastatTransportCountry = null
SalesOrderLine.ReturnForInvoiceLine = null
SalesOrderLine.ReturnForSalesOrderLine = null
SalesOrderLine.HistoricalDataJson = null
SalesOrderLine.HistoricalUnitCost = null
SalesOrderLine.LineFromDate = null
SalesOrderLine.LineToDate = null
Links to the methods used in the algorithm above: