| Element | Description |
|---|---|
| Default sales order type | The type of sales order that will appear as the default sales order type in the Sales orders (SO301000) window. |
| Default transfer order type | (This element is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.) The type of transfer order that will appear as the default transfer order type in the Sales orders (SO301000) window. |
| Show gross margin/profit | If you select this check box, the totals for margin, profit and markup are displayed in the Sales orders (SO301000) window.
Note
This does not apply to the Sales orders (SO30100S) window. There, these values are only displayed when the user has the Sales Profit Viewer role. |
| Kit cost based on components | Select this check box if you want the cost in the Sales orders (SO301000) window to be based on components instead of the kit itself. |
| Use replacement cost for margin/profit | Select this check box if you want to use the default supplier’s price for the item or the item’s last cost, instead of the item’s default unit cost, to calculate margin and profit. |
| Override supplier price | If you select this check box, you can override the supplier price. |
| Shipment number series | The numbering sequence to be used to assign IDs to shipments when a new shipment is created by using the Shipments (SO302000) window. |
| Advanced availability validation | This check box indicates (if selected) that a shipment document cannot be saved if the updated available quantity of any item listed on the document will result in a negative value. |
| Element | Description |
|---|---|
| Validate min. markup | An option that controls whether the minimum markup, set on the Price/cost information tab of the Stock items (IN202500) window for stock items and on the similar tab of the Non-stock items (IN202000) window for non-stock items, will be validated when the user manually enters a unit price on a sales order, an invoice, or the Sales prices (AR202000) window. Select one of the following values:
|
| Use a price adjustment multiplier | A check box that (if selected) causes the system to calculate prices for non-base units of measure by using the price adjustment factor along with the conversion factor. If the check box is cleared, the system ignores the price adjustment factor when calculating prices. |
| Element | Description |
|---|---|
| Freight allocation on partial shipping | For partial shipments, the way the premium freight amount should be allocated among shipments:
|
| Element | Description |
|---|---|
| Free item shipping | This element is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window. The way the free items should be distributed among partial shipments of all the goods specified in the sales order. Select one of the following options:
|
| Hold shipments on entry | This check box indicates (if selected) that a newly created shipment will have the On hold status by default. |
| Validate shipment total on confirmation | This check box indicates (if selected) that the shipment confirmation can be saved only after you enter the shipment total in the Control total field. |
| Add zero lines for items which are not in stock | This check box indicates (if selected) that pick lists and shipments will be generated with lines for items currently not in stock. This option can be selected if you have classes of stock items for which a negative quantity is allowed and if you don’t want to rely completely on availability data (in some cases, although the system shows an item as not in stock, the quantities required for a shipment may be available for some reason). Then for order lines with the Back orders allowed shipping rule, a zero-quantity line will be added to a shipment if the item is not in stock, and you will be able to manually enter the quantity of the item that is actually available. See: About shipping rules. You can also select this option because customers may want to view the lines for items that were ordered but not shipped. |
| Create zero shipments | A check box that indicates (if selected) that a shipment can be created even if there are no available items for any lines. We do not recommend selecting this check box if in your organisation, shipments are generally created automatically by using the Process orders (SO501000) window. This check box is available only if the Inventory functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Update the warehouse automatically when shipment is confirmed | This check box indicates (if selected) that system will automatically update the warehouse once the shipment is confirmed. |
| Element | Description |
|---|---|
| Hold invoices on failed credit check | A check box that indicates (if selected) that an edited invoice can be saved only with the On hold status if the customer fails the credit check. |
| Use shipment date for invoice date | A check box that you select if you want the shipment dates to appear in invoices as invoice dates. If the check box is cleared, the current business date will be used as the default date for invoices when they are automatically generated for confirmed shipments. |
| Element | Description |
|---|---|
| Automatically release inventory documents | This check box indicates (if selected) that the inventory documents generated on release of the sales documents will be automatically released in the Inventory workspace. If the check box is not selected, the inventory documents generated on release of the sales documents should be manually released in the Inventory workspace. |
| Use shipped-not-invoiced account | This check box indicates (if selected) that the shipped-not-invoiced account (and subaccount, if applicable) should be used for cost transactions (instead of the COGS accounts) to delay posting to COGS accounts. You can select this option if your organisation processes customer invoices for shipments later than inventory issues. Then when issues are released, the costs will be temporarily recorded (as debit amounts) to the shipped-not-invoiced account (and subaccount), and on release of invoices, the costs will be moved from the shipped-not-invoiced account to the COGS (expense) account. For more details, see: About shipment processing options. |
| Shipped-not-invoiced account | The expense account to be used as the shipped-not-invoiced account if the Use Shipped-not-invoiced- account check box is selected. |
| Shipped-not-invoiced sub. | The subaccount to be used as the shipped-not-invoiced subaccount if the Use shipped-not-invoiced account check box is selected. This field is available only if the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Element | Description |
|---|---|
| Cost calculation basis for non-stock kits | Select one of the following options:
|
| Column | Description |
|---|---|
| Mailing ID | The unique ID of the mailing. An alphanumeric string of up to 10 characters can be used. Select one of the following predefined mailings, which are designed to inform users and external contacts about the particular events:
|
| Default email account | The system email account to be used by default for the mailing. If no account is specified, the default system account will be used. |
| Report ID | The ID of the sales orders report to be used as the email’s body (if a report is used for this mailing). Select the report from the list. |
| Notification template | The email template to be used to generate the body of the email (if an email template is used for this mailing).
Caution
For each mailing, you can use only one of the options as the body of the email: a report or a notification template (email template). |
| Format | The format in which the report (if applicable) will be sent by default if a recipient has no other preferences. Select one of the following options: HTML, Excel, or PDF. |
| Active | This check box indicates (if selected) that this mailing is active. Only active mailings can be used. |
| Column | Description |
|---|---|
| Contact type | The type of contact to receive emails generated for the mailing. Select one of the following:
|
| Contact ID | The ID of the recipient. A particular recipient can be selected only if Employee was specified as the Contact type. This employee will receive all the emails generated for the selected mailing. |
| Format | The format in which the report (if applicable) will be sent. Select one of the following options: HTML, Excel, or PDF. |
| Active | This check box indicates (if selected) that this contact or contact type is active. Only active recipients receive the emails. |
| Bcc | This check box indicates (if selected) that this contact or contacts of the type will receive a blind carbon copy (Bcc) of the emails for the selected mailing. |