Creating Sales Orders for AADL and Splitting Invoices

To record a purchase by a customer, you would first make sure the customer is present in the system with the correct AADL authorization information set up. See here about how to set up customer.

Create the sales order and select the customer who is making the purchase. Enter the products being purchased as line items. If you have created an order line with a product that is designated as AADL approved products, 2 additional buttons appear at the bottom of the sales order screen. View AADL History is for viewing past purchase history of the current customer. Create AADL Invoices button is for generating the necessary final sales invoices to the customer and to the correct AADL program authority.

Different limits are checked when you click on the create AADL invoices limit. First the allowed limit in customer's authorization is checked. Secondly, the limit in the approved product is checked. If a new order will bring customer over the limit of either, a message is displayed warning that customer is over limit and click okay to continue.

In the normal case where customer is not over limit, 2 invoices are generated. One is to the AADL program as set up in AADL authority. One is the the customer making the purchase. The invoice to the customer making the purchase would have the AADL program portion deducted. The original sales order is left intact which can act as a reference of the full price before any AADL discount.

For each line in sales order, there is a field called Allocated. This is used to indicate the quantity that can be fulfilled. If a sales order can be fulfill in its entirety, make the Allocated Quantity the same as the order quantity. If not, make the allocated quantity the same as the unit being fulfilled now. The sales invoices that is created will use the Allocated Quantity field as the correct quantity to invoice.