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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.

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Presentation on theme: "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."— 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 If you do not have WIMS User ID and Password you need to fill out a WIMS User Access Request FormWIMS User Access Request Form If you have any questions about WIMS, contact the WIMS Help Desk on or Click on to open the live WIMS systemhttp://westweb1:8000/jde/E1Menu.maf 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 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 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 customers 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 todays 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 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 Click in the Revenue Business Unit box and enter your cost centre This ensures that payment is received by the correct Business Unit Step - How to enter what the sales order entry is for

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

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

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

30 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 Step - How to enter what the sales order entry is for

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

32 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 checkJosh Battye 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


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