Order types (SO201000)
For descriptions of the predefined order types, see: About predefined types of sales orders and About sales order processing options.
You can create new order types only if the Custom order types functionality is enabled in the Enable/disable functionalities (CS100000) window.
To create new order types, use one of the templates (which are groups of settings for typical order types) and make changes only in the Order settings, Posting settings, and Customer ledger settings sections on the General information tab.
We do not recommend that you make changes to any available template on the Template settings tab, because this requires in-depth knowledge of the built-in automation behaviours associated with order types. For details about creating custom order types, see: About custom order types.
In the Sales orders (SO301000) window, users can create orders of both the types predefined in Visma Net and custom order types (if this functionality is enabled in your system).
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This area provides summary information about the order type. In this area, you can select an available order type and view and edit its settings, or create a new order type and specify its general settings (if the Custom order types functionality is enabled in the Enable/disable functionalities (CS100000) window).
| Element | Description |
|---|---|
| Order type | The ID of the order type, which is a two-character alphanumeric string. Visma Net provides the following predefined order types:
|
| Active | A check box that indicates (if selected) that the order type is active, which means that users can create documents of the type. |
| Description | The brief description of the order type. > [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support |
| Order template | The order template that the order type is based on. The following templates are available:
|
The General information tab
The tab contains settings that hold details about the order type.
The Order settings section
| Element | Description |
|---|---|
| Order number series | The number series to be used to automatically generate reference numbers for documents of this type. |
| Days to keep | The number of days documents of the type should be kept in the system before they are removed as obsolete. |
| Hold orders on entry | This check box indicates (if selected) that the system should save documents of the type with the On hold status by default. |
| Hold document on failed credit check | This check box indicates (if selected) that the system will change the status of the order to Credit hold if the customer fails the credit check. The credit check is performed each time the order is saved. |
| Require control total | This check box indicates (if selected) that the user must type the control total when creating or modifying a document of the type. |
| Invoice separately | This check box indicates (if selected) that each order of this type should be billed (invoiced) separately from other orders of the same type. |
| Ship separately | This check box indicates (if selected) that the goods for each order of this type should be shipped separately from goods for other orders of the same type. |
| Calculate freight | This check box indicates (if selected) that the freight for each order of this type should be calculated. |
| Commitment tracking | (This element is only available if the Internal revenue commitment tracking check box is selected in the Project accounting preferences (PM101000) window.) This check box indicates (if selected) that commitment tracking is activated for the order type. See also: About tracking commitments. |
| Copy notes | This check box indicates (if selected) that when an order of this type is copied to an order of another type, the system should also copy any notes for the order. |
| Copy attachments | This check box indicates (if selected) that when an order of this type is copied to an order of another type, the system should also copy any attachments to the order. |
| Copy line notes to shipment | This check box indicates (if selected) that when a shipment is created for a line of an order of this type, the system should copy any line notes to the shipment as shipment line notes. |
| Copy line attachments to shipment | This check box indicates (if selected) that when a shipment is created for a line of an order of this type, the system should copy any line attachments to the shipment as shipment line attachments. |
| Copy line notes to invoice | This check box indicates (if selected) that when a user creates an invoice for a line of an order of this type, the system should copy line notes to the invoice as invoice line notes. |
| Only non-stock | (This element is only available if the Copy line notes to invoice option is selected.) This check box indicates (if selected) that the system copies line notes for only non-stock line items. |
| Copy line attachments to invoice | This check box indicates (if selected) that when a user creates an invoice for a line of an order of this type, the system copies any attachments to the invoice as invoice line attachments. |
| Only non-stock | (This element is only available if the Copy line attachments to invoice option is selected.) This check box indicates (if selected) that the system must copy line attachments for only non-stock line items. |
The Customer ledger settings section
| Element | Description |
|---|---|
| Invoice number series | The numbering sequence to be used for generating the reference numbers for customer ledger documents (invoices and credit memos) created when shipments for the order are confirmed. |
| Mark as: printed | A check box that, if selected, indicates that the documents of this type will be marked as printed before release. |
| Mark as: emailed | A check box that, if selected, indicates that the documents of this type will be marked as emailed before release. |
| Hold Invoices on entry | A check box that you select to indicate to the system that new invoices should be saved with the On Hold status by default. |
The Posting settings section
| Element | Description |
|---|---|
| Use sales account from | The sales account to be used for the document of this type. You can select one of the following options:
See also: About suggested sales accounts. |
| Combine sales sub. from | The rule of composing a sales subaccount from other subaccounts associated with the document (those defined for the item, posting class, warehouse, customer location, salesperson, and employee). To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options:
For a segment, the selected option is designated by the specific letter repeated for each character in the segment. |
| Freight account | (Required.) The default account of the Income type to record freight to be charged for orders of the type. This account is used as one of the sources for the Use freight account from rule and as the freight account when the account defined by the rule is unavailable. For more information, see: About freight calculation. |
| Use freight account from | The freight account to be used for orders of this type. You can select one of the following options:
|
| Freight sub. | (Required.) The default subaccount to record the freight for orders of this type. This subaccount is a source of segment values for the segments with the T option for the freight subaccount generated according to the Combine freight sub. from rule; it is also a source of segment values when other sources are unavailable. |
| Combine freight sub. from | The rule of composing a freight sales subaccount from other subaccounts associated with the document. To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options:
|
| Discount account | (Required.) The default account to record discounts for orders of the type. This account is used as one of the sources for the Use discount account from rule; it is also used if the account defined by the rule is unavailable. |
| Use discount account from | The discount account to be used for a document of this type. You can select one of the following options:
|
| Discount sub. | (Required.) The default subaccount to record discounts on orders of the type. This subaccount is a source of segment values for the segments with the T option for the discount subaccount generated according to the Combine discount sub. from rule; the subaccount is also a source of segment values in case when other sources are unavailable. |
| Combine discount sub. from | (This element is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.) The rule of composing a discount subaccount from other subaccounts associated with the document (those defined for the order type and customer location). To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options:
|
| Post line discounts separately | (This element is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.) A check box that (if selected) indicates that on release of invoices generated for orders of this type, the general ledger batches will include the following additional journal entries (with the discount amounts) for the line discounts:
If this check box is cleared, line discount are not posted to GL. |
| Use discount sub. from sales sub. | (This element is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.) A check box that (if selected) indicates that discounts will be posted with sales subaccounts. This check box is only displayed if the Post line discounts separately check box is selected. |
The Template settings tab
This tab provides information about the template the order type is based on. The template defines how the orders of the type should be processed.
For details, see: About sales order processing options and About predefined order types for customer returns.
CAUTION:
We do not recommend that you modify the available templates.
| Element | Description |
|---|---|
| Automation behaviour | The type of automation behaviour used for the template, which can be Sales order, Invoice, Quote, Credit note, or RMA order. An automation behaviour is a set of automation steps. |
| Default operation | The default inventory operation for the order type, which can be Receipt or Issue. |
| Customer document type | The type of customer ledger document to be generated on release of a document of this type. Possible settings are Invoice, Debit note, Credit note, and No update (which means no customer ledger documents will be created). |
| Process shipments | This check box indicates (if selected) that shipments should be processed for this order type. |
| Require lot/serial entry | This check box indicates (if selected) that lot or serial information for items is required for documents of this type. Items with specific lot or serial numbers are always allocated. This check box can be selected for only order types for which the Process shipments check box is selected. |
| Require stock allocation | This check box indicates (if selected) that orders of this type require allocation (reservation) of stock when they are taken off hold. For orders of the type with the Require lot/serial entry check box cleared, the items should be allocated even if particular lot or serial numbers are not specified on orders. |
| Column | Description |
|---|---|
| Operation | The inventory operation to be generated for the order of the type. |
| Inventory transaction type | The type of inventory issue transaction generated for a document of this type, which can be one of the following options:
You can see issue transactions in the Issues - reference information window. |
| Order plan type | The type of built-in order plan to be used for the documents of the type. |
| Shipment plan type | The type of built-in shipment plan to be used for the documents of the type. |
| Require reason code | A check box that indicates (if selected) that a reason code is required for orders of the type. (This check box is available for the Sales order and RMA order automation behaviours.) |
Related pages
Concepts
- About export types
- About suggested sales accounts
- About predefined types of sales orders
- About custom order types
- About sales order processing options
- About cash sales processing options
- About invoice order processing options
- About shipping rules
- About predefined order types for customer returns
Tasks
- Create a sales order
- Create a sales order with allocations
- Create a sales order with reserved allocations
- Process returns for credit (RC)
- Process cash returns (CR)
- Process returns with replacement (RR)
- Process authorised returns (RM)
- Create multiple shipments for one order