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

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


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 [email protected]

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

http://wire/i_wire/WIMS/Stationery%20and%20Forms/Access%20Forms/Access%20Request%20Form.doc

mailto:[email protected]

http://westweb1:8000/jde/E1Menu.maf


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”


Click on the following:

– “BUSINESS UNITS – SO ENTRY AND APPROVALS”

– “SALES ORDER ENTRY – VIA APPROVAL WORKFLOW”


Click on the “Add” button to create a new sales order entry


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


Click into the “Sold to” box and then on the magnifying glass button to search for the customer


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


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


Then click the “Select” button


Click into the “Order Date” box, click on the calendar button to select today’s date

Do not enter a future date


Click into the “Customer PO” box and enter the Purchase Order number if supplied

Alternatively enter the customer contact name


Click into the “Quantity Ordered” box and enter the number of items / services supplied e.g. 2 meeting rooms


Click into the “Item Number” box and then on the magnifying glass button to add a free text field for further sales order details


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


Click in the “Taxable” box and enter “Y”


Click in the “Unit Price” box and enter the price for one supplied item / service

Do not enter the pound symbol


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


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

Click in the “Revenue Business Unit” box and enter your cost centre

This ensures that payment is received by the correct Business Unit


Click in the “Print Message” box and type “SSO2C”

This ensures that the Order to Cash team contact details are printed on the invoice


To add a more detailed description for the invoice, select the line by clicking in the box next to the line


Click on the “Row” button and click on “Detailed Attachments”


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



Click on the “Row” button and click on “SOE - Additional” to enter the financial details of the sales order


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


If required, click on the “SL Account” box and enter the appropriate Sub Ledger Account code

Once finished click on the “Additional Info2” tab


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”


If you are unsure what rate of Tax to apply contact Josh Battye to check

Then click the “OK” button




To enter additional line items, click directly under the completed line and repeat steps , and


N.B. Take a note of the “Order Number” Click the “OK” button


The sales order entry is now complete Tell your authorising manager the “Order

Number” so they can approve it

how to enter a sales order on wims?

Documents

sales order entry screenclick

sales order entry screenlocate

sales order entry screenif

sales order entry screen

approvalssales order

new sales order entry10step

order date box

purchase order number