Sales Order/Sale Entry Form Revenue Cycle

Typical Tables in Sale Order/Sale Event Note: This example assumes we are selling inventory & we have a customer table in the Database Customer Table Inventory Table Sales order-Inventory relationship Table SalesOrder-Inventory Relationship Table Sales Rep(employee) Table

Sales Orders When customers decide to buy products or services, they send a purchase order The selling firm records the receipt of this order as a sales order Sales orders contain common components that identify: When the sales order occurred Which customer placed the order Which inventory item(s) the customer wishes to buy

Sales Orders Firms record sales orders in a Sales Order table, which we name tblSalesOrder We use a foreign key link to the CustomerNumber field in the tblCustomer table to identify which customer placed the order We use a relationship table to model the many-to-many link between tblSalesOrder and tblInventory

Sale Order Table

The Sales Order Table Table that will store the basic information about the Sales Order entity. The table in this example requires four fields: A primary key, SalesOrderNumber A date, SalesOrderDate A foreign key link to tblCustomer, CustomerNumber A record of the customer’s purchase order number, CustomerPONumber

The Sales Order-Inventory Table tblSalesOrder-Inventory, is a relationship table that records the many-to-many link between tblSalesOrder and tblInventory The Sales Order-Inventory table in this example needs four fields to store: The primary key of tblSalesOrder The primary key of tblInventory The quantity of each inventory item that appears on each sales order The price of each inventory item that appears on each sales order

SaleOrder-Inventory Table

Sale Order Entry Form

Sale Order Entry Form

Sale Order Table

SaleOrder-Inventory Table

The Sales Order Entry form will used five tables to: Read from tblCustomer tblInventory tblSalesRep Write to tblSalesOrder tblSalesOrder-Inventory

The Sales Table Each sale transaction occurs with only one customer and a sale needs a customer to exist. Therefore, we can build the customer-sales link into the sales table by making the primary key of tblCustomer a foreign key in tblSales The Sales table in this example also includes fields for: A primary key, InvoiceNumber The date the items on the invoice were shipped, InvoiceDate A foreign key, CustomerNumber A field to show the SalesOrderNumber of the Sales Order for which the goods on this sale were shipped

The Sales-Inventory Table This table is very similar to tblSalesOrder-Inventory It provides the many-to-many link between tblSales and tblInventory and stores the quantity and price of each inventory item on each invoice. The fields in tblSales-Inventory include: InvoiceNumber InventoryItemNumber SInvQuantity SInvPrice

The Sales Entry Form The Sales Entry form resembles the Sales Order Entry form The Sales Order Entry form let users enter the items that customers order, Sales Entry form lets users enter the items actually shipped to customers

Sale Entry Form

Sale Entry Form

The Sales Entry Form This form must read from write to tblCustomer and tblInventory tbl SalesRep write to tblSales and tblSales-Inventory.

Individual Invoices and Invoice Reports Based on a query that extracts the needed information from the following tables: tblSales tblCustomer tblInventory tblSales-Inventory