When maintaining information on the header for a Dispatch note, you will not be able to select a different address code if the sales order is defined as using line level address codes (Sales Order Entry). The message Cannot change address code from " " when dispatching by address code is displayed.

You can manually change the actual address and if you do, then the address code is cleared when the option Clear multiple ship address code is enabled (Sales Orders Setup) otherwise it is retained.

Select this to replace the Ship to address with the Sold to address details for the order.

The Sold to address usually indicates the address to which the invoice documentation must be routed and is defined against the customer (Customers).

The ship address assigned to the customer is used when you query or print an order. If you change the customer's ship address details for a particular order, then the information held against the order is used when querying or printing that order.

You can manually change this address or use the Address Selection function to apply an address.

	If, against the order, you selected the option: Ship address per line (Sales Order Entry) then the ship address defined against each individual order line is used.

This defaults to the default address defined against the customer (Customers) and which will be used as the default address for the order. If you are processing a Supply Chain Transfer order type, then the address of the target warehouse is displayed in these fields.

The system automatically displays the customer's address, excluding the postal/zip code. If no Ship to address is defined (or you need to enter a different address) you can enter the applicable address here.

If you want to ensure that the Ship to Address assigned during order entry is always used when querying or printing an order that is still in progress (regardless of whether the customer's Ship to Address details change) then you must enable the option: Fix address at time of order entry (Sales Orders Setup). If you do not select this option, then the latest Ship to Address held against the customer is used when querying or printing an order that is still in progress.

If, against the order, you selected the option: Ship address per line (Sales Order Entry) then the ship address defined against each individual order line is used.

If you want to use this email address for the dispatch documents, then you need to:

This email address only applies for Dispatch Notes. For sales orders, the email address is maintained in the Order Header pane of the Sales Order Entry program.

Indicate the shipping details that you want to assign to the order. This includes the ship date, special instructions, ship via, and alternate key information.

You can additionally indicate to apply the available ship quantity to an order. You also use this tab to view and amend details that will be printed on delivery notes and invoices.

When you maintain the order header and you change the Ship date, you are given the option to apply the new ship date to all order lines currently on the order.

For a Blanket Sales Order, the Shipment days field on the contract (Contract Maintenance) is used to calculate the ship date.

Capture user-defined information that can be used as an additional sequencing key for your orders.

Within the Sales Orders Setup options you can configure the system to force the entry of an alternate key when capturing orders.

In addition, you can configure the generation of a default entry based on the customer's geographic area, or the warehouse assigned to the order, or the branch assigned to the order.

You can also tailor the wording for this prompt to suit your own requirements. To print the alternate key on sales order documents, a print position must be defined in the format that you select to use for your documents (SO Document Formats).

If you indicated that your Ship via usage is Coded (Sales Orders Setup) then you can enter a code to automatically retrieve the associated ship via message assigned to the code.

Indicate the shipping message that you want to print on delivery notes and invoices.

If you entered a default shipping instruction message or a shipping instruction code against the customer (Customers) then that message is automatically displayed in this field, but can be changed.

If you did not enter a default message or default message code against the customer, then the message defined against the Shipping instructions default message option (Sales Orders Setup) is displayed.

This applies available quantity as you add order lines. It is not a function that will change all existing lines from backorder to ship. The difference between this and the Apply available ship quantity preference in Sales Order Entry, is that this option is saved on the order header and is used whenever the order is accessed (i.e. when you select this option in the header, it sets it in memory so that the next time you add a line, it will try and apply the available quantity for this order). Note that the preference Automatically put order qty into back order (Sales Order Entry) still takes precedence over this option.

This option is not available when the SO Header Maintenance program is called from the SO Supply Chain Transfer Creation, Sales Order Import, Quotations, Quotation Confirmation and Part Billings programs.

You can only access this field if you are processing a credit note, debit note or billing document and the Billing type is set to Post-billing with invoice (Sales Orders Setup).

If you are processing a Billing document and you do not enter an invoice number, the invoice number is assigned as follows:

If you did not select the setup option: Same invoice for different customers (Set Key Information) then all Sales invoices created within a single SYSPRO company must have a unique number. This applies irrespective of both the order and the invoice numbering methods selected.

If you enter an existing invoice number when processing a credit note for a sales order invoice, you can select (from the original invoiced sales order) those lines you want to credit (see SO Sales Order Lines from Reprint). Similarly, if you enter an existing dispatch invoice number when processing a credit note for a dispatch invoice, you can select (from the original dispatch invoiced sales order) those lines you want to credit (see SO Dispatch Order Lines from Reprint).

When you process a SCT (supply chain transfer), the Branch defaults to the branch defined against the receiving warehouse unless the sales order numbering method is defined By branch and the option Use source branch for SCT numbering is enabled (Set Key Information) in which case the Branch defaults to the branch defined against the source warehouse. The branch cannot be changed using the SO Header Maintenance program when processing a SCT.

	You cannot change the branch if the option: Branch/geographic area change is set to Not allowed (Sales Orders Setup). In addition, the system only checks whether General Ledger integration is defined for the branch if this setup option is set to Allowed - GL integration check.

Indicate the order type for the order. Order types are maintained using the Order Types program.

If the setup option: Validate order type is selected (Sales Orders Setup) then you must enter a valid order type in this field.

This field defaults to the order type defined against the customer (Customers). If this is not defined, then it defaults to the Order type default defined for Sales Orders (Sales Orders Setup).

This is the default wording for this field, but is replaced by whatever wording you defined for the Order typePrompt field (Sales Orders Setup).

If you change the geographic area for an order with existing lines and tax is defined by geographic area (Company Tax Options Setup) then you are prompted to change all lines to the new area tax codes. If you select Yes, then all lines are updated accordingly.

You can change the geographic area when: the setup option: Branch/geographic area change is set to Allowed (Sales Orders Setup). General Ledger integration must be defined for the branch/geographic area combination if this setup option is set to Allowed - GL integration check. multiple ship to addresses are in use, providing the activity: SO Allow change to geographic area if multiple ship-to-address in use is allowed against your operator code.

This field is only enabled if the option: Goods in transit reference is set to Manual (Set Key Information).

This indicates the three-character alphanumeric Incoterms code, denoting the terms of delivery.

	The Incoterms code indicates the portion of costs and risks agreed to by the parties in a contract of purchase or sale. For example, the Delivery term CIP (Carriage and Insurance Paid) indicates that the seller pays the cost of carriage and insurance necessary to bring the goods to a named destination (i.e. Shipping location).

This field defaults to the delivery terms defined against the customer.

If the terms are not defined against the customer, then this field defaults to the delivery terms defined for the company.

If you are processing a credit note against an existing invoice and you select lines from the original invoice, then the Intrastat information from the original order is displayed by default.

This indicates a three-character numeric code denoting the type of transaction being declared on the Supplementary Declaration.

This field defaults to the nature of transaction code for invoices or credit notes (depending on the type of order being processed) defined against the customer (Customers). If this code is not defined against the customer, then this field defaults to the nature of transaction code for dispatches defined for the company (Intrastat Setup). The default can be changed if required.

If you are processing a credit note against an existing invoice and you select lines from the original invoice, then the Intrastat information from the original order is displayed by default.

This information is printed on the Supplementary Declaration for dispatches.

This indicates a two-character numeric code denoting the mode of transport used to deliver the goods.

If you are processing a credit note against an existing invoice and you select lines from the original invoice, then the Intrastat information from the original order is displayed by default.

This field is for documentary purposes and is printed on the Supplementary Declaration for dispatches.

This indicates a single-character numeric code denoting the process used.

If you are processing a credit note against an existing invoice and you select lines from the original invoice, then the Intrastat information from the original order is displayed by default.

This field is for documentary purposes and is printed on the Aggregate Sales Listing summary report.

Select this if you need to convert from one currency to another currency via an intermediate currency (to conform with European Monetary Union regulations).

For the triangulation feature to work, you need to select the option: Triangulation required (Company Maintenance). In addition, you need to use the Currencies program to define the Triangulation options for the currencies in which you want to process sales orders.

This exchange rate is used to calculate the local currency transaction value printed on the Supplementary Declaration for dispatches and Aggregate sales Listing (Sales Tax EU) and differs from the normal exchange rate used for transactions.

You use these options to amend the tax status of orders you intend processing for the customer during the current run of the program.

See Field considerations in Notes and warnings.

	When you change the Tax/GST status and there are existing lines on the order, the totals in the Order Totals pane of the Sales Order Entry program are recalculated and refreshed when the order header is saved. For lines which already exist against the order, the Tax and GST fields in the Entered Order Lines pane are not changed (Sales Order Entry).

See Field considerations in Notes and warnings.

	If you enabled the option: Tax registration number mandatory - Invoicing, (Sales Orders Setup) then an entry must exist here before you can produce an invoice. If you enabled the option: Tax registration number mandatory - Order entry, (Sales Orders Setup) then an entry must exist here before you can produce an order.