Create a new Sales Order in SYSPRO for TMS

Owned by DATASCOPE WMS, created
Last updated: Mar 26, 2024
4 min read

SYSPRO

To start using the TMS module, you must have active Sales Orders within SYSPRO.

If you don’t like reading, you can watch the video.

None

003_premium_TMS_OUT_OF_THE_BOX_product_userguide_UG - v0.2.pdf

Try it!

  • Open SYSPRO

  • From the SYSPRO Programs list, browse to Sales Orders / Sales Order Processing / Sales Order Entry

image-20240320-115340.png

  • If your SYSPRO company is not setup for Reserve, then a pop-up will appear asking you whether you want to place a quantity on reserve (Release Sales Order) or place a quantity to ship (Backorder Sales Order). Select Place quantity on reserve. If the SYSPRO company is setup for Reserve, then you will not see this pop-up.

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Reserve vs Backorder Sales Orders

  • The Sales Order Entry screen will open.

  • Start by selecting your Customer from the Customer drop-down menu.

  • Next, you can add the Customer’s Purchase Order, as visible on the Customer’s Purchase Order.

  • The following fields are important when using the TMS module.

o   Ship Via code field must be updated with a code. For the TMS Module either BWP (Best Way Parcel) or BWT (Best Way Truck) works best. This is used by most customers to determine which Carrier they will be using. It is a predefined way how they will ship the order, and if this field is not updated within SYSPRO, then the TMS module will fail. Users are also able to enter a specific carrier code in here.

o   A complete, valid Ship to address must also be captured. The Address Validation step within the TMS module will fail if this information is not correct.

  • Next, you must add a stock code to the new Sales Order you are busy creating.

  • Select Add Lines and select or add the stock code you want to add.

  • Update the Order Quantity for the Sales Order

  • Select Save

  • A pop-up will appear, asking you to add the Line. Select OK.

  • Select End Order

  • You might have to select End Order a second time.

  • SYSPRO will then provide you with a Sales Order Number.

  • The next step is to release that Sales Order to a Pick Slip, but as the TMS module is now activated, some validation steps must first happen.

Let us review the required validation process - Initial Validation Process