1 / 39

How to Enter a Sales Order on WIMS?

How to Enter a Sales Order on WIMS?. Sales Order Entry in 4 Steps. Step  - How to login to WIMS and navigate to the sales order entry screen Step  - How to enter who the sales order entry is for Step  - How to enter what the sales order entry is for

moeshe
Download Presentation

How to Enter a Sales Order on WIMS?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to Enter a Sales Order on WIMS?

  2. Sales Order Entry in 4 Steps • Step  - How to login to WIMS and navigate to the sales order entry screen • Step  - How to enter who the sales order entry is for • Step  - How to enter what the sales order entry is for • Step  - How to enter the financial details on the sales order entry

  3. Step  - How to login to WIMS and navigate to the sales order entry screen

  4. Step  - How to login to WIMS and navigate to the sales order entry screen • If you do not have WIMS User ID and Password you need to fill out a WIMS User Access Request Form • If you have any questions about WIMS, contact the WIMS Help Desk on 020-7641 2225 or email WIMSHelpDesk@westminster.gov.uk • Click on http://westweb1:8000/jde/E1Menu.maf to open the live WIMS system • Enter your WIMS User ID and Password and click the “Sign In” button

  5. Step  - How to login to WIMS and navigate to the sales order entry screen

  6. Step  - How to login to WIMS and navigate to the sales order entry screen • Locate the “EnterpriseOne Menu” on the left hand side of your screen • Click once on the following: • “CITY OF WESTMINSTER” • “CITY OF WESTMINSTER MENUS” • “ACCOUNTS RECEIVABLE” • “ACCOUNTS RECEIVABLE MAINTENACE” • “SALES ORDER AND INVOICING PROCESSING”

  7. Step  - How to login to WIMS and navigate to the sales order entry screen • Click on the following: • “BUSINESS UNITS – SO ENTRY AND APPROVALS” • “SALES ORDER ENTRY – VIA APPROVAL WORKFLOW”

  8. Step  - How to login to WIMS and navigate to the sales order entry screen

  9. Step  - How to enter who the sales order entry is for

  10. Step  - How to enter who the sales order entry is for • Click on the “Add” button to create a new sales order entry

  11. Step  - How to enter who the sales order entry is for • Click in the “Branch/Plant” box and enter your Branch Plant 4 letter code in capitals • If you are not sure what your Branch Plant code is, ask your Finance Business Partner

  12. Step  - How to enter who the sales order entry is for • Click into the “Sold to” box and then on the magnifying glass button to search for the customer

  13. Step  - How to enter who the sales order entry is for • Click into the “Name Search” box, type the customer’s surname or postcode followed by an asterisk • Click into the “Search Type” box and type “C” for the debtors list

  14. Step  - How to enter who the sales order entry is for • Click on the “Find” button • Select the customer from the list by clicking on the radio button next to their name • If the customer is not available you may need to a complete a Sundry Debtor – new and amend form

  15. Step  - How to enter who the sales order entry is for • Then click the “Select” button

  16. Step  - How to enter who the sales order entry is for • Click into the “Order Date” box, click on the calendar button to select today’s date • Do not enter a future date

  17. Step  - How to enter who the sales order entry is for • Click into the “Customer PO” box and enter the Purchase Order number if supplied • Alternatively enter the customer contact name

  18. Step  - How to enter what the sales order entry is for

  19. Step  - How to enter what the sales order entry is for • Click into the “Quantity Ordered” box and enter the number of items / services supplied e.g. 2 meeting rooms

  20. Step  - How to enter what the sales order entry is for • Click into the “Item Number” box and then on the magnifying glass button to add a free text field for further sales order details

  21. Step  - How to enter what the sales order entry is for • Click in the “Search Text” box and enter your Branch Plant 4 letter code in capitals • Click in the “Description” box and enter “FREE*” • Click on the “Find” button • Then click the “Select” button

  22. Step  - How to enter what the sales order entry is for • Click in the “Taxable” box and enter “Y”

  23. Step  - How to enter what the sales order entry is for • Click in the “Unit Price” box and enter the price for one supplied item / service • Do not enter the pound symbol

  24. Step  - How to enter what the sales order entry is for • The “Extended Price” box will automatically be calculated • Click on the “Description 1 and / or 2” boxes to enter a high level description of the item / service

  25. Step  - How to enter what the sales order entry is for • Please note you are limited to 30 characters in these description boxes • In addition the default text is “FREE TEXT”, ensure you delete these words

  26. Step  - How to enter what the sales order entry is for • Click in the “Revenue Business Unit” box and enter your cost centre • This ensures that payment is received by the correct Business Unit

  27. Step  - How to enter what the sales order entry is for • Click in the “Print Message” box and type “SSO2C” • This ensures that the Order to Cash team contact details are printed on the invoice

  28. Step  - How to enter what the sales order entry is for • To add a more detailed description for the invoice, select the line by clicking in the box next to the line

  29. Step  - How to enter what the sales order entry is for • Click on the “Row” button and click on “Detailed Attachments”

  30. Step  - How to enter what the sales order entry is for • Click on the “Text” button to add a free text area. Ensure you type in a detailed description of the charges • Once finished, click the “Save” button

  31. Step  - How to enter the financial details on the sales order entry

  32. Step  - How to enter the financial details on the sales order entry • Click on the “Row” button and click on “SOE - Additional” to enter the financial details of the sales order

  33. Step  - How to enter the financial details on the sales order entry • Click on the “G/L Offset” box and enter the appropriate General Ledger Account code • If you are not sure what your General Ledger Account code is, ask your Finance Business Partner

  34. Step  - How to enter the financial details on the sales order entry • If required, click on the “SL Account” box and enter the appropriate Sub Ledger Account code • Once finished click on the “Additional Info2” tab

  35. Step  - How to enter the financial details on the sales order entry • Make sure there is a “Y” in the “Sales Taxable” box • Click into the “Tax Expl Code” box and enter “V” • Click into the “Tax Rate/Area” box and enter “STD”

  36. Step  - How to enter the financial details on the sales order entry • If you are unsure what rate of Tax to apply contact Josh Battye to check • Then click the “OK” button

  37. Step  - How to enter the financial details on the sales order entry • To enter additional line items, click directly under the completed line and repeat steps ,  and 

  38. Step  - How to enter the financial details on the sales order entry • N.B. Take a note of the “Order Number” • Click the “OK” button

  39. Step  - How to enter the financial details on the sales order entry • The sales order entry is now complete • Tell your authorising manager the “Order Number” so they can approve it

More Related