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 or
Click on 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