SO creation workflow

Create Sales Order

Pick the sold-to party from CRM (any active account type, including forwarder-style partners) or from SRM logistics-only suppliers; the option list opens when you focus the field.

Step 1: Core order data

Step 2: Customer mapping

Step 3: Create and proceed

SO numberCustomer (CRM or SRM logistics partner)

External reference (ERP/SO)Requested delivery dateOrder for (optional)Which in-tenant org this sales order is for, if you need a dimension beyond customer.

Order-for legal (preview)

Select an Order for org to attach statutory identity for documents when a legal profile exists for that org.

Save the selected "order for" org as my default for the next new order (and SO).