Indicate a branch to use as the default warehouse in Sales Order Entry, Point of Sale Entry and Product Configurator.

If this option is not selected, then the warehouse used typically defaults to the warehouse defined against your operator code. If that is not defined, then the default warehouse defined against the company is used. This depends on whether you are using the Sales Order Entry, Point of Sale Entry or Product Configurator program.

Select this to be able to enter negative quantities for stocked and non-stocked lines when capturing orders.

Select this for sales order additional text defined against a stock item to be inserted automatically as comment lines when capturing orders. You assign sales order additional text to stock items using the Inventory Query program.

Select this for dangerous goods text defined against a stock item to be inserted automatically as comment lines when capturing orders.

You assign dangerous goods text to stock items using the Inventory Query program.

	To ensure that dangerous goods data sheets are always printed, we recommend that you enable this option if you have selected the option: Prompt for dangerous goods data sheets (General 3 tab).

Select this to calculate the invoice discount after line discounts have been applied. Otherwise invoice and line discounts are applied on the total merchandise value of the order entered.

Select this to update the Sales order customer delivery performance file/table (SorDeliveryPerf table/SORPER file) with details of each stocked and non-stocked order line invoiced.

If single level bill of materials are in use, then only details of the parent part of the kit is output to the performance file.

Details are not output to the performance file/table for:

You can use the Report Writer module to generate your own report(s) using the Sales order delivery performance file/table.

Select this to display a sales recap page (information about the invoices produced) once order processing is complete.

An order recap is displayed regardless of whether an invoice sales recap is required.

Indicate whether costs associated with a stock item can be viewed within Quick Sales Order Entry program accessed from the Sales Order Entry program and the Quick Sales Order Entry program accessed from the main menu.

This enables you to restrict the unauthorized viewing of costs and to prevent profit figures from being displayed in the quote totals.

If you do not select this option, then you cannot specify a cost markup or profit margin percentage when processing Quick Quotes.

Select this to display cost and profit information in the Sales Order Entry, Sales Order Query and Sales Invoice Query programs. If you select this option, then cost and profit information is displayed for the entire order and for each line added using the Sales Order Entry program.

	You can prevent the unauthorized viewing of these costs and profits by defining the appropriate security access against your operators. The S/O Show cost/profit activity field regulates operator access to this information (Operator Maintenance).

Select this to be able to:

An order that is in a status of 2 indicates that a shipment has been partially delivered and invoiced, with the remainder on back order.

If you do not select this option, then any order that has previously been invoiced (irrespective of its status) cannot be cancelled, but has to be set to complete. In addition, lines on an order which was previously invoiced cannot be cancelled.

This also applies to the Point of Sale Entry program.

Select this to suppress the warning message that is displayed when an invalid salesperson code is held against the customer entered within the Sales Order Entry, Quick Sales Order Entry and Point of Sale Entry programs.

	In Sales Order Entry you will still be required to enter a valid salesperson before you can add a line. In Point of Sale Entry you will still be required to enter a valid salesperson before you can select and accept a stock code. In Quick Sales Order Entry you will still be required to enter a valid salesperson before you can convert the quote into an order.

This applies to the effect on sales orders which are in progress when you change the ship to address against customers.

When you capture a sales order, the Ship to address for the order header defaults to the ship to address against the customer. If you do not change or manually enter the Ship to address on the order header, but you change the ship to address against the customer while the order is still in progress, then the ship to address on the order header changes to the customer's new ship to address.

If you enable this option, then the order header Ship to address on an order which is still in progress is not changed when you change the ship address against the customer.

If you do not enable this option, then the latest Ship to Address against the customer is used for the order header when querying or printing an order that is still in progress.

The Sales Order Query program always displays the current ship to address in the Customer Information pane, while the order's ship to address appears in the Order Header pane.

Enable this to clear the Multiple ship address code when you manually change the Multiple ship address on a form in the Sales Order Entry or Sales Order Header Maintenance program. The Ship address for the multiple ship address code is not reloaded after being manually changed.

Select this to suppress the warning message displayed in Sales Order Entry, when saving a line for a stocked or non-stocked item that has a zero cost.

Your selection made here is applicable only to sales orders entered as a Billing in the Sales Order Entry program.

Select this for your selection at the Backorder decision field (i.e. by warehouse or by operator) to determine whether the operator is notified of any stock shortages.

If by warehouse, then the operator is notified only if there is insufficient stock and stock is not allowed to go negative (Inventory Setup). The operator is then required to indicate the quantity to be shipped and the quantity to be placed on backorder.

Select this for the availability of stock within a given warehouse to determine whether stock is shipped or placed on backorder.

If a shortage of the item exists, however, and stock is not allowed to go negative (Inventory Setup) then you will be required to indicate the quantity to be shipped and the quantity to be placed on backorder.

Select this for stock availability within a given warehouse to determine whether stock is shipped or placed on backorder.

This option caters for the facility to enter a manual invoice number for the first invoice produced when processing a Billing type transaction, even if automatic invoice numbering is selected (Numbering tab). If a manual invoice number is not entered or this option is not selected, but the option: Order number moved to invoice number is selected (General 3 tab), then the order number is assigned to the first invoice produced for the order. If the option: Order number moved to invoice number is not selected, then the next invoice number is allocated based on the Invoice numbering method defined (Accounts Receivable Setup - Numbering tab).

For all second and subsequent invoices produced for a billing:

Indicate the number of days (which cannot be zero) within which stock for a given line must be allocated for scheduled orders.

Stock is automatically allocated (providing there is enough quantity available) when the difference between the ship date and document date is less than the number of days specified here.

If the difference between the ship date and document date is greater than or equal to the number of days specified here, then the Scheduled Order Allocation program must be used to allocate the stock.

For example:

You create an order on 1st October for delivery on 4th October.

Whenever you change the days in this field, you should run the Scheduled Order Allocation program if you want to allocate stock to existing scheduled orders according to your new entry. When this field is changed, anything already allocated and put into ship will be reset and the quantity will go back into back order. The maximum number of days that can be specified is 99999. This does not mean an infinite number of days and that all orders are allocated. It means 99999 days or over 273 years. Any order lines dated beyond this time are not allocated. For example, if you have a scheduled order with a ship date in 300 years time (which is greater than 99999 days), it will not be immediately allocated.

A returnable item (such as a re-usable container), is typically sold together with a stocked item. A deposit may have been paid for the item and it may be returned for credit.

This indicates the warehouse from which returnable items (e.g. crates, pallets, etc) must be depleted.

	A returnable items warehouse code must be defined. If no warehouse is entered here, then processing of returnable item service charges be could invalidated. If, however, you select the option: Use associated merchandise warehouse below, then the warehouse entered here is ignored.

Select this to use the warehouse associated with the stock item as the warehouse from which the returnable item must be depleted.

If you select this option, then the warehouse entered in the Warehouse field is ignored.

	When processing a Supply Chain Transfer, only one source and one target warehouse can be specified. Therefore, a returnable item is always issued from, and receipted in, to the source and target warehouses selected for the SCT.

Select this to include returnable items associated with a stocked item when processing a Supply Chain Transfer.

If you select this option, then when you add a line to a SCT using either the Sales Order Entry or Create Supply Chain Transfer programs, any attached service charge for a returnable item is added to the order.

This option relates to the entering of customer purchase order numbers in the following programs:

Select this to save the selections you made on all the tab pages and to exit the program.

Select this to print a report of your Sales Order module setup options.

It is advisable to keep this report for disaster recovery purposes.

Select this to exit the program without saving any changes you made.

Select this to view the latest online Help documentation for this program.

Assign your own wording for the Order type field.

This field can be used to classify sales orders according to the type of sale, as well as a selection criterion for the printing of a number of Sales Order reports. The field can also be used within the Sales Analysis module to provide a breakdown of the salesperson, product class and sales history reports.

Specify (at company level) which order type to use as the default when capturing orders. This field is accessed from the Invoice tab of the Order Header function.

	If a default order type has been assigned to the customer, then it overrides the default order type specified here.

This indicates that an entry must be made at the Order type field and that the entry must exist on file.

Alternate keys enable you to browse on sales orders in a sequence other than order number, customer or customer purchase order number.

If you selected the Default Sales Order browse sequence as Alternate key, then you need to define which alternate key you want to use here.

Select this if you do not require a default entry to be displayed for the alternate key.

Select this for the default alternate key to be the geographic area assigned to the customer.

Select this if you want the default alternate key to be the warehouse assigned to the order.

Select this for the default alternate key to be the branch assigned to the order.

The Alternate key field is accessed from the Shipping Instructions tab of the Sales Order Header Maintenance program and from the RMA tab of the RMA Header (see RMA Issues and Receipts).

It can also be used to store additional information against the sales order header.

Select this to force an entry at the Alternate key field when capturing sales orders or RMAs.

Assign your own wording for the Alternate key field.

Although any description can be entered, it is recommended that you do not use the description of a key field in SYSPRO (e.g. customer, supplier, stock code, etc.). This prevents confusion between the use of the alternate key description and standard SYSPRO key field descriptions in forms and listviews. This description does not apply to the Point of Sale Entry program. You need to manually change the Alternate key caption using the Field Properties program. To do this, right click on the Alternate key field, select Field Properties and change the Caption field.

This option is only relevant if you defined:

This option enables you to indicate which stock code cross references must be used when adding stocked lines to an order using the Select Using Customer Interchange facility (see Stock Code Interchange).

Select this to only use the stock code cross references defined against the sub-account.

If you select this option, then all customer/SYSPRO stock code cross references you require for sales orders for sub-accounts must be defined against each sub-account (Customer Stock Codes).

Select this to only use the stock code cross references defined against the master account.

If you select this option, then all customer/SYSPRO stock code cross references you require for sales orders for a sub-account must be defined against each master account (Customer Stock Codes). The cross references can then be used for the sub-accounts attached to that master account (Master Sub-accounts).

Select this to use the stock code cross references defined against the sub-account if they exist, else use the cross references defined against the master account.

If you select this option, then the customer/SYSPRO stock code cross references you require for sales orders for a sub-account can be defined either against the master or the sub-account (Customer Stock Codes).

Select this to generate order analysis files when you add order lines.

Select this to generate order analysis files when you change order lines.

Select this to generate order analysis files when you cancel orders and order lines.

	If you select this option, then ensure that you also enable the Output detail lines when cancelling the whole order option. You need to select this option if you want to record lost sales when cancelling merchandise lines in programs such as Sales Order Entry or Point of Sale Entry.

Select this to generate order analysis files for blanket sales orders.

If you select this option together with the Order lines added option, then when processing a release for a new sales order (using the Release Review and Confirmation program) the sales order is included in the Order Intake Query. Similarly if you select this option together with the Order lines changed option, then any changes to a blanket sales order are included in the Order Intake Query.

	You can only select this option if the Order lines added and/or Order lines changed options are enabled.

Select this to generate order analysis files when changes are made to order lines that affect the total value of discount applicable to the order.

Select this to include all the detail lines attached to an order in the order analysis files generated when you cancel an order.

This indicates the default sequence in which you want to browse on sales orders.

Select this to browse on sales orders in order sequence.

Select this to browse on sales orders in customer sequence.

Select this to browse on sales orders in customer purchase order sequence.

Select this to browse on sales orders in an alternate key sequence.

If you select this option, then you need to define the alternate key required at the Default alternate key option.

This option enables you to define operator access to maintaining the Accounts Receivable Branch and the Geographic Area when processing orders using the Sales Order Entry and Sales Order Header Maintenance programs.

Select this if you do not want operators to be able to change the A/R branch and geographic area.

	This does not prevent operators from defining the default branch to use for orders (see Define Branch).

Select this to allow operators to change the A/R branch and geographic area and you do not require the system to check that General Ledger integration accounts are defined against the branch.

Select this to allow operators to change the A/R branch and geographic area and you require the system to check that General Ledger integration is defined for the branch.

Indicate how the Document Print program must treat the remaining order quantity after you print an invoice for a partial shipment.

	Back Order rules do not apply to dispatch notes because of the back order process inherent in dispatches. For example, if back orders were not allowed, then you would not be able to cancel or change a dispatched line.

Select this if back orders are not required. The sales order status is set to complete (status 9) once the invoice is printed. The order quantity which could not be shipped is ignored.

	You cannot select this option if the Blanket Sales Orders and Releases module is installed. This option can also be defined at customer level (see Customers). The setting against the customer takes precedence. For example if you select Not required here, but against the customer you select Allowed, then backorders will be allowed and processed accordingly against that customer.

Select this to enter back orders manually. After printing an invoice for a partial shipment, you must use the Order Maintenance function of the Sales Order Entry program to move the quantity from back order into ship.

Alternatively, you can use the Back Order Release program to release back orders.

Select this to move the backorder quantity to the shipped quantity field automatically after the invoice is printed, if there is sufficient stock on hand, or if you have allowed stock on hand to go negative (Inventory Setup). This applies when printing invoices and when printing SCT transfers.

Depending on the type of order, this enables you to print another delivery note, invoice or transfer document immediately after printing the invoice.

Regardless of whether you select to release back orders automatically, these will not be released: for hierarchical orders for lines for items that are traceable, ECC controlled or serialized if the Multiple bins in use option is selected against the warehouse (Warehouse Maintenance). for lines containing items that are parents or components of kits for non-stocked lines where you selected Never at the option: Non-stocked action for non-stocked lines with linked jobs, requisitions or purchase orders where you selected: If unattached at the Non-stocked action option. for stocked lines if either the Packaging option Requested and mandatory or Requested but optional are selected. These lines must be manually shipped to ensure that packaging details are entered.

Refer to Automatic Back Orders for additional information.

These options allow you to define the procedure for releasing non-stocked items on back order at the time of partially invoicing a sales order.

These options are available only if you selected Automatic at the Back orders option.

Select this for the operator to be notified when any out-of-stock items are ordered.

If stock on hand is allowed to go negative, then the operator can ship the order quantity.

Select this for the entire order quantity to be shipped, regardless of stock availability when stock on hand is allowed to go negative (Inventory Setup - General tab). The operator is not notified.

If stock on hand is not allowed to go negative, then the operator must indicate the quantity to be shipped and the quantity to be placed on back order.

Select this to be able to update the ship quantity of lines for orders that are in a status of 4 at the time of importing back order releases from an ASCII file.

Back order releases are imported using the SO Back Order Releases Import program. In order to apply this option when importing back order releases, the entry at the Status field of the import file must be 8 and the entry at the Update ship quantity field must be Y.

The check is performed immediately after you enter an order quantity and tab off that field.

This enables each operator to indicate when to display the Insufficient Stock window, rather than defining this at company level.

If you do not select this option, but the option: Order number moved to invoice number is selected (General 3 tab), then the order number is automatically assigned as the invoice number for the first invoice produced for the order. For subsequent invoices, next invoice number is assigned based on the Invoice numbering method defined (Accounts Receivable Setup).

If the option: Order number moved to invoice number is not selected then the next invoice number is assigned based on the Invoice numbering method defined (Accounts Receivable Setup).

Select this to allow the Sales Order Entry program to change the order ship date when releasing an order from a status 2 (i.e. open back order).

The order ship date will then be the release date entered at the start of order entry.

This option does not apply to dispatch notes.

Select this if you want the order number to be allocated as the invoice number of the first invoice generated for the order if a manual invoice number is not entered. For subsequent invoices produced for the order, the next invoice number is assigned based on the Invoice numbering method defined (Accounts Receivable Setup).

If you do not select this option, then invoices are numbered according to the Invoice numbering method defined (Accounts Receivable Setup) or are entered manually.

You can only select this option if the Key types for the A/R Invoice number and Sales order fields are the same (Company Maintenance - Key Types tab). You cannot select this option if the option: Order release - automatic invoice numbering is set to Use delivery note (Numbering tab). Do not select this if you intend to part-ship goods (where more than one invoice will be produced for one sales order) as this may result in missing invoice numbers (i.e. after the first invoice is produced, any subsequent invoices are generated with the next invoice number based on the Invoice numbering method defined (Accounts Receivable Setup) or are entered manually; subsequent cancellation of an order also results in missing invoice numbers). This option does not apply to the Point of Sale Entry program.

Select this if you want the order date entered at the time of capturing a billing to become the invoice date for the invoice.

Otherwise, the system date is used as the invoice date.

Select this to force operators to enter a reason code before they can successfully capture a credit note.

Reason codes are maintained using the Reason Code Maintenance program. The reason code and description can be printed on your Invoice and Order Acknowledgment documents.

Select this to be notified during Sales Order Entry when dangerous goods text is held against the stock item being processed for the customer.

When you save the order line, you are given the option to enter a standard comment or free format comment text. This enables you to notify customers of the delivery of dangerous goods items, where the data sheet for those items must accompany the goods, or to inform the customer of an updated specification or data sheet.

	If you select this option, then we recommend that you also select the option to insert dangerous goods text automatically (General 1 tab). This ensures that the dangerous goods data sheets are always printed.

An entry of 0 indicates that you always want to notify the customer of dangerous goods text (e.g. to inform customers at least every year about dangerous goods text, enter 365 here).

When capturing an order, the program checks the date when last an invoice was raised for the customer/stock code combination, and notifies the operator of dangerous goods text only if the number of days entered here is exceeded.

Select this to use the text entered at the Shipping instructions - Default message field (Details tab) as the default text for the Ship via field (Sales Order Entry - Order Header) when capturing sales orders.

The message can be printed on delivery notes and invoices.

Irrespective of whether a default message is defined at the Default message field (Details tab), you can enter your own shipping message at the Ship via field when capturing sales order header information using the Sales Order Header Maintenance or Sales Order Entry programs.

Select this to link your shipping messages to a two character shipping instruction code.

The shipping message is displayed automatically when the code is entered at the Ship via field within the Shipping Instructions tab of the Sales Order Header Maintenance program. If the shipping code is not held on file, you can enter a 28-character shipping message description.

This enables you to alternate between entering a SYSPRO stock code or the supplier's catalogue number when capturing sales orders.

Select this to request the allocation of serial numbers (at line level) automatically when capturing orders for serialised items. If you do not select this option, then you will have to enter serial allocations when releasing the order for invoicing (i.e. changing the status of the order to 8).

When you select this option:

Select this to generate detail order lines for first level components automatically when capturing an order for a parent stock item.

You must select this option to be able to process the return of kit items using the RMA Issues and Receipts program.

This enables you to change order quantities and ship quantities for optional component lines when capturing orders for a parent stock item.

This enables you to change the description of stocked items when capturing sales orders. Changes made apply only for the order being processed (i.e. the original inventory stock description held on file is unaffected).

This does not apply to Quick Sales Order Entry.

This option enables you to define whether packaging details must be entered for stocked items shipped using the Sales Order Entry program. Packaging details are translated into comments which are attached to the sales order line.

	If you require packaging details, then you will be unable to enter dimension details for sales orders. Packaging details can only be printed on Order Acknowledgement, Delivery Note and Invoice documents.

Select this if you do not want to enter packaging details against sales order lines.

Select this to enter packaging details for stocked items by selecting the Packaging option from the Dimensions function of the Sales Order Entry program.

You would typically select this option if packaging details are seldom required.

Select this to automatically display the Packaging Details screen when a sales order line for a stocked item is saved and the ship quantity is not equal to zero.

The operator can optionally enter packaging details or use the Cancel function to exit the Packaging Details screen.

You would select this option if you want to attach packaging details to most sales order lines for stocked items.

Select this to automatically display the Packaging Details screen when a sales order line for a stocked item is saved and the ship quantity is not equal to zero.

The operator must enter the packaging details before being able to save the sales order line.

You typically select this option if you want to attach packaging details to all sales order lines for stocked items.

If you select this option, then: all back ordered lines must be released manually, irrespective of your selection at the Back orders option (Sales Order Setup - General 3 tab). This is to ensure that packaging details are entered. when releasing an order or a billing from a status of 2 (open backorder) to a status of 3 (released backorder) or to a status of 8 (released for invoice), then back ordered quantities must be manually released. if part of an order is dispatched but not yet invoiced, then no additional sales order lines can be shipped until the dispatched lines are invoiced. This is to ensure that packaging details are entered for the remaining lines. when copying an order, all order lines are put into back order automatically and must be shipped manually. This is to ensure that packaging details are entered.

Define the wording you require to be printed/displayed for the packaging comment.

Packaging details are printed as comment lines against sales order lines for stocked items. In addition, the wording you define here is displayed on the Packaging Details screen of the Sales Order Entry program.

Indicate the default wording that you want to display for the package type field.

The default wording is 'packages', but this can be changed to the package type you typically use. For example, this could be cartons, boxes, rolls, pallets, containers, etc.

Indicate the default wording that you want to use for the package contents field.

The default wording is 'containing', but this can be changed.

You use this field to indicate the default wording that you want to use for the unit of measure contained in the package.

If this field is left blank, then the order unit of measure defined on the sales order line is used for the packaging comment.

This indicates the default shipping message that is displayed at the Ship via field when capturing orders (Sales Order Entry - Order Header). This message can be overwritten when processing orders.

The message entered here is only displayed if the option: Shipping via usage is set to Free form (General 3 tab).

Reserving stock for a customer enables you to prevent that stock being sold to another customer. This enables you to guarantee delivery prior to the actual shipping process occurring, which enables you to improve your service levels.

Reserved quantities (Sales Order Entry) are not used in Dispatch notes. Any reserved quantity must be moved to backorder or ship if you want these order quantities to be considered for dispatching.

	This option does not apply to the Purchase Order Receipts, Job Receipts and Shipment Receipt programs. The option Order linked to a receipt is used by these programs.

If the activity: SO Allow override of reserve stock options when shipping sales orders (Operator Maintenance) is allowed for your operator code, then you can change the default when the Sales Order Entry program is loaded.

This enables you to indicate when lots, bin and serial information must be entered when processing sales orders and reserving stock.

If you select this option, then lot, bin and serial information must be entered when stock is placed in reserve, except when:

If you do not select this option, then you will only be prompted to enter lot, bin and serial information at the time the items are shipped.

If the activity: SO Allow override of reserve stock options when shipping sales orders (Operator Maintenance) is selected for your operator code, then you can set this option when the Sales Order Entry program is loaded.

This enables you to assign your own wording for the Special instructions field. This field can be printed on delivery notes and invoices.

You use this field to assign your own wording to a user defined field that can be accessed for each order line entered. This field is accessed within the Extra function of the Sales Order Entry program.

Select this to enter an expiry date for manual serial numbers entered during sales order processing.

Select this to enter a scrap date for manual serial numbers entered during sales order processing.

Select this if you want credit checking to be based on the customer's credit limit (i.e. whether the customer's balance and outstanding order value exceeds the credit limit).

If a customer fails a credit check, then the entered order is placed into suspense until the appropriate credit authority is entered to release the order. If you select this option then you can additionally indicate the point at which credit checking must be applied when processing a sales order. This is achieved using the options:

	If you enable either of the Credit checking options (i.e. Check customer's credit limit or Check customer's invoice terms) then you can define credit checking to be applied selectively by customer (Customers).

Select this if you want credit checking to be based on the customer's invoice terms. Credit checking on invoice terms is performed automatically when processing sales orders within the Sales Order Entry program.

	If you enable either of the Credit checking options (i.e. Check customer's credit limit or Check customer's invoice terms) then you can define credit checking to be applied selectively by customer (Customers).

This is calculated based on the Invoice terms code (AR Invoice Terms), the Invoice ageing method (Accounts Receivable Setup), the settings on this Terms/Margins tab and AR customer settings (Customers).

Assume the Invoice terms code is set to Discount days = 30, Discount percent =-2.50, Discount option and Invoice due option both set to Number of days:

This option is only available if you selected the option: Check customer's invoice terms.

Select this if you want credit checking on invoice terms to use the credit status defined against the customer as part of the credit checking calculation.

	When you select this option, you should run the Balance function of the AR Period End program and select the option: Reset customer credit status on a daily basis.

If you select this option, then the terms credit check calculates the number of days outstanding as: 30 times the Credit status defined against the customer (Customers - General Details), less the number of days defined against that customer's Invoice terms code (Customers - Customer Details). If the result is positive, then the terms are deemed to have been exceeded.

If you do not select this option, then the terms credit check is based on the number of days that the oldest, non-credit transaction is outstanding against the customer.

Example:

The customer's invoice terms are 30 days. The customer's credit status is 3. The date of the oldest non-credit transaction against the customer is 28 February 2004. A sales order is captured on 8 June 2004.

If this option is not selected, then the message displayed indicates that the customer's terms have been exceeded by 71 days.

If this option is selected, then the message displayed indicates that the customer's terms have been exceeded by 60 days, calculated as: (30 x 3) - 30 (i.e. (30 x the credit status of 3) less invoice terms of 30).

Refer to Credit Status for additional examples.

This option is enabled if you indicated that credit checking is based on the customer's credit limit.

Select this to apply credit limit checking at the time an invoice is about to be produced (i.e. Orders in a status of 8), regardless of whether you selected the option: No check at the Credit check for orders that are to be released.

Credit checking is not done when the order is captured, but only when it is invoiced.

This check is based on the sum of the following:

	Negative orders (i.e. Credit notes) are ignored from this credit check.

Select this to perform credit checking on current orders at the time an order is shipped.

This check is based on the customer's credit limit only.

This option only applies when Apply check to current orders only is enabled.

This check is performed in the following programs/situations:

Select this to ignore order lines that fail a customer credit limit check applied at the time the order is shipped (when selecting either the Apply release quantity or Release all lines functions of the Back Order Release program) and to place the order into a status of 2 (i.e. open backorder).

If you do not select this option, then orders are placed into a status of suspense if any order lines fail the credit check applied at the time of shipping the order.

	You can only access this option if you select the Apply check when quantity moved to ship option.

Select this to include tax when calculating a customer's outstanding order value and/or released order value.

If you select this option together with the option Apply check to current orders only, then tax is included in the customer's order value for credit limit checking purposes at the time an invoice is about to be produced.

If you select this option and the option Apply check when quantity moved to ship, then tax is included when checking the customer's order value for credit limit checking purposes at the time an order is shipped.

This option is only enabled when you select the option: Check customer's credit limit.

This option is not available if USA tax is in use (Tax Options - General tab). When USA tax is in force, tax is always excluded from the credit checking calculations. USA tax is always exclusive, so the order value is always exclusive, whereas with other tax methods the order value may or may not include tax.

Select this to include tax when calculating a customer's invoiced order value for credit limit checking purposes.

This option is only enabled when you select the option: Check customer's credit limit.

This option is not available if USA tax is in use (Tax Options - General tab). When USA tax is in force, tax is always excluded from the credit checking calculations. USA tax is always exclusive, so the order value is always exclusive, whereas with other tax methods the order value may or may not include tax.

Select this to reset a customer's credit status after using the Document Print program to process a credit note against an invoice.

	The credit status is only reset if the activity: SO Reset customer credit status after credit invoice is allowed for the operator processing the credit note (Operator Maintenance).

This indicates the manner in which you want credit checking to be performed when releasing an order for invoicing. This check is performed at the time of releasing an order:

Select this if you do not require credit checking to be performed at the time of releasing an order for invoicing (i.e. From a status of 4 to a status of 8).

	If you have enabled the option: Apply check to current orders only, then a credit authority must be entered to release orders that exceed the customer's credit terms and/or credit limit.

Select this to prevent an order from being released without the necessary authorization.

If you select this option, then at the point that an order is released (usually moved to status 8 or when printing an invoice from any other status), then a credit check is carried out. If the check fails, then the order has to be authorized before continuing. If you select the option Check and reject if fail, then the order is checked, but cannot be authorized at that time.

Select this to prevent an order from being released for invoicing when the customer's credit terms and/or credit limit is exceeded.

Your selection at this option is ignored by the Back Order Release program. If you select this option together with the option Apply check to current orders only, then an order which fails the credit check remains in its current status until the customer's outstanding balance is reduced or the customer's credit limit is increased sufficiently to allow the order to be released for invoicing. If you select this option but not the option Apply check to current orders only, then an order which fails the credit is put into suspense.

Select this to ensure that a credit authority is requested when releasing orders that were placed in a status of suspense manually.

This allows you to indicate at what level you want to set a minimum percentage amount by which the price must exceed the cost for stocked and non-stocked items.

Margin checking also applies to Quotations.

The margin check is only performed when the order line is entered and saved (i.e. the cost is checked at the time of entering the line. If the cost of the item changes later, no further check is done). For example: You create an order and place an item on backorder. You then create a purchase order (or a job) for the item. If, when you receipt the purchase order or job, the cost has changed, no margin check is performed again. Margin checking is based on Current cost if your costing method is defined as Standard or Average Costing, and on Last cost if your costing method is defined as FIFO, LIFO or Last cost (Inventory Setup - General tab).

Select this to disable the facility of setting a minimum price percentage above cost check into the system.

Select this to apply the minimum price margin percentage check at company level.

Indicate the minimum percentage amount by which the price must exceed the cost.

	This does not apply to credit notes or inter-branch transfers. In addition, if FIFO costing is installed (Inventory Setup) then the last cost is used to establish the margin check. Margin checking is based on Current cost if your costing method is defined as Standard or Average Costing, and on Last cost if your costing method is defined as FIFO, LIFO or Last cost (Inventory Setup - General tab).

Select this to be able to continue processing an order, regardless of whether the minimum price margin has been exceeded.

If you do not select this option, then you will be unable to continue processing a sales order that has exceeded this minimum price percentage above cost margin.

This options enables you to define the order value on which the margin check must be based.

Margin checking is based on Current cost if your costing method is defined as Standard or Average Costing, and on Last cost if your costing method is defined as FIFO, LIFO or Last cost (Inventory Setup - General tab).

Margin checking is applied to kits as follows:

Select this to base the minimum margin check on the extended order line value excluding any line discounts.

Select this to base the minimum margin check on the extended order line value including line discounts.

Your selections made here are used by the Order Purge program as the basis for updating sales order prices where there have been changes to the price of a stocked item. Only sales orders matching the order status selected here are processed.

Prices defined in customer contracts are excluded.

The following order statuses (displayed in brackets) can be selected for inclusion:

Dispatch notes are not included in this list as they take the price of the order when invoiced and are not dynamically updated with price changes done on an order either through Sales Order Entry or Order Purge.

Select this to be able to apply an expired contract price (if it is the lowest price) to a contract customer during sales order entry. If the operator does not select to apply the expired contract price, then the program searches for the next lowest unexpired price as normal. This facility can be password-protected (Password Definition).

Select this to use the line ship date (instead of the document or order date) as the date for checking the contract prices of scheduled orders. For normal orders, the document date or order date is used to determine contract prices.

Contract pricing is defined using the Contract Prices program.

	Irrespective of whether you select this option, if you maintain an order line and change the ship date, the price is not automatically recalculated according to the contract dates.

Select this to be notified that there are no contracts on file for the current customer/stock code combination, whenever you attempt to retrieve contract prices (e.g. When entering an order or quotation).

Refer to Pricing and Discounts for additional information.

Select this if you always want to enter a stock item's price manually for each order line.

Select this for the price of a stock item to be established from a combination of the entry held against the customer's Auto price code selection field (Customers) and whether the stock item's pricing method is coded or discounted (Stock Code Maintenance).

Select this for the price of a stock item to be established by matching the stock item's Price category (Stock Code Maintenance) to a position in the customer's Price category/code table (Customers). The applicable price code or discount code is then retrieved depending on whether the stock item's pricing method is set to Coded or Discounted respectively.

	Regardless of the pricing method you select, if a contract price is assigned to a customer then the contract takes precedence.

When using quantity discounted pricing, you may want to recalculate the price to take account of changes made. However, if you have a contract that fixes the price, then you do not want the price to be recalculated automatically.

This option enables you to control the price update of a stocked line with quantity discounted pricing.

Select this to always recalculate the price on the sales order, regardless of whether changes have been made to the line. This caters for a situation where the quantity discounted price has changed.

Select this to recalculate the price on the sales order only when a change is made to the order quantity of the line.

Select this if you do not want the price to be recalculated on the order.

When applying discount, the system calculates the discount and then applies rounding to the result. The net amount is then calculated by subtracting the discount from the gross amount.

This option applies to both the Sales Orders and Quotations modules.

When applying rounding to discount, any amount below 5 is rounded down and any amount of 5 or more is rounded up.

Note that the end result also depends on the entry at the Number of decimals for contract and net unit prices field below.

For example:

Assume that the Unit price is 5.804, the Quantity is 6 and the Discount is 25%.

Select this to calculate line discounts by multiplying the price of an item by the quantity ordered and then applying the discount applicable.

Select this to calculate line discounts by applying the discount to the unit price before multiplying this by the quantity ordered. This enables you to establish the net unit price of a line to which the quantity is then applied.

Select this to use the system or company date to determine the validity of the price. The system/company date must be in the range of the valid sales order contract (see Contract Prices), for the correct price to be used on a sales order. The ship date entered in the sales order header (Sales Order Header Maintenance) is ignored.

Select this to use the date entered in the Order date field of the Order Header section of the Sales Order Entry program to determine the validity of price contracts. The date in the Order date field must be in the range of the valid sales order contract (see Contract Prices),for the correct price to be used on a sales order.

The system date and the ship date entered in the sales order header (Sales Order Header Maintenance) are ignored.

This option applies to both the Sales Orders and Quotations modules.

Select this to indicate the number of decimals to use when calculating contract prices and net unit prices. The number of decimals normally applied to pricing calculations is three. This option enables you to round the calculated price to two, three, four, or five decimals.

	This option only affects contract prices that are calculated (i.e. mark-up list price, mark-up cost by a percentage, quantity discount breaks, list price less a percentage, list price less chain discount, coded less chain discount).

Select this to include in the calculation of line discounts, those order lines where contract pricing is in use. When processing order lines attached to contracts (either from sales order entry, or by confirming a release from the blanket sales orders and releases system) and the contract is defined as a flat price, coded, list price less a percentage, or mark-up cost by a percentage, then these lines are included in the order line discount calculation.

	Contract prices based on a discount (i.e. Quantity discount breaks, list price less chain discount and coded less chain discount) are excluded from the order line discount calculation.

Select the unit of measure you want to use as the default when entering orders for stocked lines.

Select this to use the stocking unit of measure as the default when entering orders for stocked lines.

Select this to use the alternate unit of measure as the default when entering orders for stocked lines.

Select this to use the other unit of measure as the default when entering orders for stocked lines.

Select this to be able to change the default unit of measure displayed at the Order quantity field when capturing an order.

Select this to indicate that the relationship between the ordering unit of measure and the stocking unit of measure is not absolute.

An example of unit of measures that are absolute is if you sell items by the dozen (i.e. there are always 12 items in a dozen).

An example of when you would use the theoretical unit of measure feature is if you sell boxes of fruit that you stock in kilograms, but sell by the box. Theoretically, there should be 10 kilograms of fruit in a box. However, only at the time of actually selling (shipping) the fruit do you know exactly how many kilograms you have sold.

When processing orders, the order unit measure used is the absolute unit of measure (i.e. box in this example).

If the weight sold is not equal to the absolute weight (i.e. 10 kilograms in this example), then you can maintain the order or dispatch note and enter the actual weight shipped in the stocking quantity to ship field.

Against the stock item (Stock Code Maintenance), you enter the theoretical unit of measure (i.e. kilograms in this example) in the stocking unit of measure field and the absolute unit of measure (i.e. box) in the alternate unit of measure field.

	This option is used only for orders that are in a status of 4 or 8 and when adding or changing Dispatch Notes.

See also Sales weight analysis - Random (pricing quantity) in Stock Code Maintenance Sales Details pane.

The Discount value entered against the Unit discount value on a sales order line can either be multiplied by the Order quantity or the Ship quantity to arrive at the total unit discount value for the order line. This option enables you to define which quantity to use in the calculation.

Select this to calculate the unit discount for an order line based on the quantity specified at the Order quantity field.

	This option is available only if you indicated that Unit of measure conversion factors are theoretical.

Select this to calculate that the unit discount for an order line on the quantity specified in the Ship quantity field.

Select this to be able to override the tax code assigned to stock items during processing in the Sales Order Entry program.

Select this to be able to override the tax and GST codes assigned to stock items during processing in the Sales Order Entry program.

Select this to indicate that credit notes processed for stocked lines must use the tax code held against the stock item, instead of the default tax code for credit notes (Tax Options).

In addition, credit notes processed for service charge lines must use the tax code held against the service charge, instead of the default tax code for credit notes (Tax Options).

	Credit notes processed for non-stocked, miscellaneous and freight charge lines will use the default tax code for credit notes (Tax Options). If no tax code is held against the stock item or the service charge, the program defaults to using the default tax code for credit notes (Tax Options).

Select this to reduce extended sales order line values by the tax amount if the tax code is inclusive.

	You will be unable to access this option if the USA tax by advanced geocodes or the USA AVP sales tax system is enabled (Tax Options).

If you select this option and the tax code is inclusive, then the order values on the following reports are reduced by the tax amount:

The values are also reduced on the Order Intake Query query.

In addition, you will be able to view sales order values inclusive or exclusive of tax when using the Value Sales Orders program.

Certain tax authorities require the customer's company tax registration number to be printed on an invoice.

You assign a tax registration number against a customer using the Customers program. Alternatively, you can capture the tax registration number against the Tax Information tab of the Sales Order Header Maintenance program.

This allows you to set the default GST code that you want to display when entering freight charges during processing in the Sales Order Entry program.

	You can only access this field if your nationality code is defined as CAN (System Setup) and you have enabled the option: Canadian GST required (Tax Options).

This allows you to set the default GST code that you want to display when entering miscellaneous and non-stocked lines during processing in the Sales Order Entry program.

	You can only access this field if your nationality code is defined as CAN (System Setup) and you have enabled the option: Canadian GST required (Tax Options).

Select this if you require salesperson commissions to be calculated for sales orders.

Select this to base commission on the sale of merchandise after discounts have been applied.

Select this to base commission on the profit gained from net merchandise sales.

Select this to base commission on the merchandise sale quantity multiplied by the list price of the item, regardless of the actual price entered against the order line.

Select this to multiply the commissionable amount by the commission percentage assigned to the salesperson.

Select this to multiply the commissionable amount by the percentage assigned to the commission code of the price code used in the order.

Select this if you do not require commission to be calculated.

Select this to request the commission code whenever the commission is based on price.

This allows you to set the default commission code that you want to use when capturing orders in the Sales Order Entry program.

Select this to enter sales order numbers manually at the time of creating the order.

Select this for the system to assign the next order numbers automatically, based on the entries you make at the Next sales order, Next credit note, and Next debit note fields alongside.

You can only select this option if the sales order key type is defined as numeric.

Select this for the system to assign the next order numbers automatically, based on the numbering defined for the Branch associated with the sale (i.e. the numbering you defined against each branch using the AR Branches program).

If your Sales order key type is set to Alphanumeric (Set Key Information), then you can assign a single character as a prefix to the document numbers generated by each branch. This enables you to easily identify the branch that generated the document.

If you have multiple branches and you are not using a prefix, then you need to select the range of numbers for each branch in such a way that the numbers for the different branches do not overlap (see AR Branches).

Select this if you want the next order number assigned to a supply chain transfer order to be determined by the numbering method of the branch that is assigned to the source warehouse.

If you do not select this option, then the numbering method of the branch assigned to the target warehouse determines the next order number assigned to a supply chain transfer order.

Although delivery note numbers need not be generated, they are useful for uniquely identifying multiple deliveries for a single sales order.

Select this if you do not want to number your delivery notes.

Select this to generate delivery note numbers using the entry made at the Next delivery note field alongside.

Select this to generate delivery note numbers based on the numbering defined for the branch associated with the sale (see AR Branches).

Select this to generate delivery note numbers based on the numbering defined for the branch, together with a prefix. The prefix can assist in identifying the branch that generated the document.

At the time of printing a delivery note, the next delivery note number from the branch associated with the transaction is assigned to the document (AR Branches).

You cannot select this option if your sales order key type is set to Numeric (Set Key Information).

Checks exist within SYSPRO to ensure that invoice numbers originating from within the Sales Order and Accounts Receivable modules are not duplicated. These checks are performed by default.

The check for duplicate invoice numbers is done in the following programs in SYSPRO that allocate or use invoice numbers: AR Post Permanent Entries Sales Order Entry Document Print Sales Order Header Maintenance Counter Sales Quick Sales Order Entry Sales Order Import Dispatch Note Consolidation Dispatch Note Maintenance Part Billings AR Invoice Posting Enabling/disabling duplicate invoice numbers here will enable/disable the same option in Accounts Receivable Setup. The ArInvoiceReference table is used in both Accounts Receivable and Sales Orders.

Select this to be able to use duplicate invoice numbers providing these are for different customers (i.e. you want to be able to use the same invoice number against different customers).

If you do not select this option, then all Sales invoices and AR Invoices created within this SYSPRO company must have an unique number (i.e. no duplicate invoice numbers are allowed within this SYSPRO company).

This applies irrespective of both the order and the invoice numbering methods selected.

When you select this option and an invoice number is already allocated to a customer (e.g. by selecting the option to move order number to invoice number or by allocating on release of the order), the allocated number is checked against existing invoices for that customer. If it already exists, then the invoice is not processed; otherwise the number is used.

When you select this option, and an invoice number is not yet allocated, the next available number to use is checked against the existing invoices for the customer. If the next available number has not yet been used, then it is used for the invoice. If the next available number already exists against the customer, then an attempt is made to find a number not yet used. If, after 10 tries, this search is unsuccessful, then an error message is displayed.

When this option is not selected, the system builds the AR Invoice Reference table of existing invoice numbers allocated and used. The Allocated Invoice Number Query program enables you to query this table.

When this option is selected, then the AR Invoice Reference table is not built as the system merely checks that the invoice number you want to use does not already exist against the customer.

When you select this option and the AR Invoice Reference table has already been built (i.e. you had the option deselected previously), you are warned that the AR Invoice Reference table will be cleared. No information is then displayed by the Allocated Invoice Number Query program. However, if you deselect this option at a later stage, then the table is rebuilt, but the date, time and operator information for invoice allocation and creation be lost.

Indicate the next sales order number that the system will use, if order numbers are being generated at company level.

Indicate the next credit note number that the system will use, if order numbers are being generated at company level.

	This number must be in the range 800000 to 899999.

Indicate the next debit note number that the system will use, if order numbers are being generated at company level.

	This number must be in the range 900000 to 999999.

Indicate the next delivery note number that the system will use, if delivery note numbers are being generated at company level.

Select this to assign an invoice number automatically when you release an order.

The number allocated to the first invoice generated for the order is the order number if you select the option: Order number moved to invoice number (General 3 tab). Otherwise it is the next invoice number by branch or by company, based on the Invoice numbering method selected (Accounts Receivable Setup - Numbering tab).

Even if you select this option, a manual invoice number can be entered when processing a Billing if the option: Billing type is set to Post-billing with invoice (General 1 tab).

Select this to assign the next invoice number manually when you release the order.

	If you select his option, then invoice numbers are only checked against the customer for duplication and not against the company. This means that it is possible to have duplicate invoice numbers in the system (i.e. the same invoice number against two or more customers).

An invoice number can only be entered against an order if the option: Request when order released from status 4 is set to Invoice (General 3 tab) and against a Billing if the option: Billing type is set to Post-billing with invoice (General 1 tab). If an invoice number is not entered manually, then:

Select this for the last generated delivery note number to be assigned automatically as the invoice number when releasing an order.

You cannot select this option if:

This option is set at company level and therefore applies to all operators.

These options apply to any order in a status of delivery note printed or later, including billings and credit notes.

There are, however, operator activities which affect the maintenance of sales orders (see Security Activities). You could therefore allow maintenance at company level and then disallow selected operators from maintaining orders after the delivery note is printed.

Select this to disable order maintenance functions if a delivery note has been produced for an order.

	The functionality to cancel non-invoiced order lines can be selectively allowed per operator using the operator activity: SO Cancel non-invoiced lines on a partially invoiced sales order (Operator Maintenance).

Select this to disable order maintenance functions if a delivery note has been produced for an order, except for cancelling an order line or the entire order.

Select this to enable the order maintenance functions if a delivery note has been produced for an order.

	This functionality can be selectively denied per operator using the operator activity: S/O Maintain s/order after d/note print (Operator Maintenance).

Select this to print delivery notes on-line when processing sales orders.

Select this to print invoices on-line when processing sales orders.

Select this to be able to reprint invoices on-line when processing orders.

Select this to print order acknowledgments on-line when processing sales orders.

Select this to save sales order custom form information against invoice reprint details and to allow this to be retrieved at the time of reprinting the invoice. This information is deleted when you select the Purge invoice reprint file option in the Order Purge program.

Custom form fields defined against the sales order (header) and individual sales order lines are saved for reprinting.

Invoice custom form data is created when an Order is printed (Document Print). It can be viewed and maintained using the Sales Invoice Query program.

Select this to print all order lines on delivery notes, regardless of whether there is any quantity to be shipped.

Regardless of your selection here, if you select the Print Option: Print all back-ordered lines (SO Document Format - Preferences), when defining the delivery note format, then details for back-ordered lines are printed on the delivery note.

This option relates only to merchandise lines (i.e. Stocked and non-stocked) on delivery notes. Regardless of whether you select this option, freight, miscellaneous and comment lines are printed if you have configured these fields against the document format. To prevent the printing of delivery notes that contain only comment lines, select the Print delivery note only if merchandise line print option SO Document Format.

Select this to print on delivery notes and invoices the plus/less wording for any chained discount percentages entered against an order.

Select this to print all orders lines on the initial invoice, including lines with a zero quantity to ship.

Subsequent invoices will print only those lines where there are goods to ship.

Select this to print only lines with a non-zero ship quantity on the initial invoice.

This indicates the default invoice format you want to use for counter sales invoices and point of sales documents. It overrides the default of 0 at the Format number field in the Sales Order Entry program.

This indicates the default counter sales or point of sales customer you want to use when processing an order.

This customer code is used only if you have not defined a default Counter sales customer against the operator (Operator Maintenance - Defaults tab).

If a default customer is defined here and against the operator, then the default customer defined against the operator is used.

You can also define customers as cash only customers by selecting the option: Counter sales only (Customers - Customer Details). This prevents credit sale transactions from being processed for these customers.

This indicates the default format you want to use for counter sales deposits.

You use the SO Document Format program to define the fields you want to print on the deposit document.

Select this to display change due after printing a counter sales invoice or a point of sale document (either from a new order or as a result of maintaining an existing order).

The change due from the last invoice is displayed when you return to either the Customer field or the Order number field.

Select this for the order quantity to default to 1 in Sales Order Entry. You can override this quantity at the time of capturing the counter sale (or point of sale) during order entry.

Select this to change the order type of a normal order to be a counter sales type order when processing deposit transactions against the order.

	If you select this option together with the option: Only allow deposits if there are quantities on back order, then the sales order must be in a status of 4 or 8 before you can process a payment or a deposit. This option does not apply to the Point of Sales Entry system.

Select this if you only want to be able to process deposits for counter sales if the order has a quantity on backorder.

Select this to be able to close a counter sale without processing a payment, regardless of whether there is an undistributed amount.

This is useful where, for example, the merchandise line is on back order but the counter sale includes freight and/or miscellaneous charges which should only be invoiced when the merchandised line is shipped.

If you select this option, then the End Sales Order function is enabled on the counter sales screen.

	This option does not apply to Point of Sale Entry.

Select this to allow operators to change the default payment code defined against the option: Payment code for paying cash out/taking cash in when processing transactions to pay cash out or take cash in.

	You can prevent operators from changing the payment code by denying them access to the field: Counter Sales payment code cash in/out (Operator Maintenance).

Select this to be able to process a payment in a foreign currency for a local currency customer. This only applies to Normal payment types processed using the Counter Sales program.

Select this to display and print counter sales payments as comment lines against the order/invoice.

If you do not select this option, then details of counter sales payments can be printed on sales order documents as payment lines (see SO Document Format).

Select this to display and print counter sales deposits as comments against the order/invoice. When more than one deposit is taken against a counter sale, an additional comment line indicates the current total deposit amount on the Sales Order.

If you do not select this option, then counter sales deposits can be printed on sales order documents as deposit lines (see SO Document Format).

This allows you to set the default payment code that you want to use when giving change.

You can override this code during payment entry.

Select this to set the default payment code to use when processing transactions where cash is paid out of the cash drawer, or taken into the cash drawer.

Payment codes are defined using the Browse on Payment Codes program.

If the option: Change payment code for paying cash out/taking cash in is selected, then the payment code can be changed at the time of paying cashing out or taking cash in.

This allows you to enter a list of up to 10 invoice formats for which you want to print invoices on continuous stationery (with one header and one total section).

If you leave this blank, then your invoices will print on standard invoice stationery with a header section on each page and both a header and total section on the last page.

You use load planning to improve your picking, planning, scheduling and delivery of orders.

Load planning assists in determining when orders can be delivered, as well as improving the actual picking and loading of goods for subsequent delivery.

	The Load Planning system does not attempt to optimize routes or to monitor the actual delivery process.

Once you have enabled load planning you need to configure a route code against each customer (or warehouse, for an SCT order) to indicate the standard delivery method as well as a distance (or sequence) to indicate the order in which the load must be delivered. You associate a delivery frequency with each route (e.g. every 7 days) as well as the number of deliveries that can be made on a single day.

You associate an order to a route based on the customer (or warehouse, for an SCT order) and as each specific line is added to the order, the appropriate route detail (load) is calculated. This calculation is based on the required delivery date, or on the delivery date calculated based on the availability of stock and load capacity.

The loads are managed by initializing them for a selected period ahead, which can be reviewed. Several reports are available to assist in the planning and monitoring of loads.

A single sales order line can be split over more than one load (i.e. the order line can be part shipped on different loads).

The load quantity is the quantity shipped. If the line was part shipped on one or more loads, then all quantities shipped to date are accumulated. The quantity to be put on the current load cannot exceed the invoiced quantity less the total loaded so far for loads in all statuses.

The load quantity is the quantity ordered.

Each sales order line can only be attached to a single load (i.e. the order line must be delivered in full on a single load).

If you select this option, then you will enter a dispatch note number and a dispatch line number in the Load Details Maintenance program.

The load quantity is the quantity dispatched.

Each dispatch note line can only be attached to a single load (i.e. each dispatch note must be delivered on a single load).

Indicate the default number of loads/number of days for which you want the system to automatically add loads when using the Browse on Delivery Routes program.

If you select this option, then order lines are added to the next available load on the route, based on the Required delivery date or Stock availability (depending on your selection at the Basis of load calculation option above).

If the mass and/or volume for the load would be exceeded by the addition of the order line, then the line is allocated to the next available load on the route. If no load is defined to which the order line can be added, then a message is displayed to this effect.

If you do not select this option, then you need to manually allocate order lines to the loads. This can be done in the Sales Order Entry or Dispatch Note Header Information programs when adding/dispatching the line, or later by using the Load Details Maintenance program.

This indicates how many days/months you want to retain the invoice, dispatch invoice and consolidated dispatch invoice reprint files. These records are deleted when you run the Order Purge program and the number of days/moths specified here is exceeded.

	An entry of 999 indicates that you want to retain records indefinitely. An entry of zero indicates that you want to delete all records when next you run the Order Purge program.

This indicates how many days/months you want to retain delivery performance records, which are created if the Sales Order setup option: Generate customer delivery performance file is selected (General 1 tab). These records are deleted when you run the Order Purge program and the number of days/months specified here is exceeded.

	An entry of 999 indicates that you want to retain records indefinitely. An entry of zero indicates that you want to delete all records when next you run the Order Purge program.

This indicates how many days/months you want to retain order analysis records, which are created according to your selections at the Sales Order setup option: Order Analysis files to be generated (General 2 tab). These records are deleted when you run the Order Purge program and the number of days/months specified here is exceeded.

	An entry of 999 indicates that you want to retain records indefinitely. An entry of zero indicates that you want to delete all records when next you run the Order Purge program.

This indicates how many days/months you want to retain sales orders that are complete (i.e. orders in a status of 9). These records are deleted when you run the Order Purge program and the number of days/months specified here is exceeded.

	An entry of 999 indicates that you want to retain records indefinitely. An entry of zero indicates that you want to delete all completed sales orders that are dated prior to the date on which the Order Purge program is run.

This indicates how many days/months you want to retain completed dispatch notes. These records are deleted when you run the Order Purge program and the number of days/months specified here is exceeded.

	An entry of 999 indicates that you want to retain records indefinitely. An entry of zero indicates that you want to delete all completed dispatch notes dated prior to the date on which the Order Purge program is run.

Select this to represent the values entered for the Number of days to retain options to represent months and not days.

Select this if you want completed stocked, non-stocked, freight and miscellaneous order lines to be removed from file when next the Order Purge program is run.

This option relates only to incomplete orders (i.e. orders not in a status of 9). When an order is complete, its detail lines are purged at the same time the order is deleted (i.e. when the number of days/months to retain completed orders is exceeded).

This option is only enabled if you have not selected the option: Archive completed sales orders.

Select this to archive completed sales orders when next the Order Purge program is run.

	Orders are selected for archiving only when they exceed the number of days/months for which you are retaining completed sales orders.

Define the maximum number of sales orders that must be saved in a single archive file. An entry of 9999 indicates that an unlimited number of sales orders can be archived into a single file.

When sales orders are archived using the Order Purge program and the number of sales orders to archive exceeds the number specified here, then more than one archive file is created.

If you process a large number of sales orders, then you can define a value in this field to keep your archive files to a manageable size.

This option is only available if you selected the option: Archive completed sales orders.