This only notifies you if the back order decision is by operator (or by warehouse and stock is not allowed to go negative).

This only notifies you if stock is not allowed to go negative.

This only notifies you if stock is not allowed to go negative and also caters for entry of a manual invoice number for the first invoice produced, even if automatic invoice numbering is selected.

This uses only the stock code cross references defined against the sub-account.

This uses only the stock code cross references defined against the master account.

This uses the stock code cross references defined against the sub-account (if they exist) or the master account.

This displays a Packaging Details screen when you select it from the Dimensions function of the Sales Order Entry program.

This displays the Packaging Details screen when you save a stocked line with a non-zero ship quantity.

This displays the Packaging Details screen when you save a stocked line with a non-zero ship quantity, but prevents you from saving the line until these details are entered. The details are translated into comments that are attached to the order line.

This indicates you want to enter a stock item's price manually for each order line.

This establishes the price by combining the customer's Auto price code selection and whether the item's pricing method is coded or discounted.

This matches the stock item's Price category to a position in the customer's Price category/code table to establish the price of an item. The price code/discount code is retrieved depending on whether the item's pricing method is coded or discounted.

This indicates you have prices groups linked to a customer, branch, customer class, geographic area or custom form. Each of these groups has a set of pricing rules based on the group and the rules. A best price is derived for the customer for a stock code. If none exists, the list price amount is applied.

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

This recalculates the price only when a change is made to the order quantity of the line.

Line discounts are calculated by multiplying the price of an item by the quantity ordered and then applying the discount applicable.

Line discounts are calculated by applying the discount to the unit price before multiplying this by the quantity ordered, letting you establish the net unit price of a line to which the quantity is then applied.

This uses the system/company date to determine the validity of the price (the date must be in the range of the valid sales order contract for the correct price to be used on a sales order). The ship date entered in the sales order header is ignored.

This uses the date entered in the Order date field to determine the validity of price contracts. The system date and the ship date entered in the sales order header are ignored.

This disables order maintenance functions if a delivery note has been produced for an order.

This disables order maintenance functions if a delivery note has been produced for an order but allows for the cancelling of an order line/order.

This enables the order maintenance functions if a delivery note has been produced for an order. This option is set at company level and therefore applies to all operators. However, you can prevent unauthorized access using operator activities.

This prints 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.

This prints only lines with a non-zero ship quantity on the initial invoice. Regardless of your selection here, details for back-ordered lines are printed on the invoice if you enabled the Print all back-ordered lines option at the time of defining the invoice format.

This lets you enter an expiry date for manual serial numbers entered during sales order processing.

This lets you enter a scrap date for manual serial numbers entered during sales order processing.

This lets you indicate the level at which you want to set a minimum percentage by which the price must exceed the cost for stocked and non-stocked items. This does not apply to credit notes or inter-branch transfers.

For Stock code margin this is only used if you have assigned a minimum margin to the item.

Margin checking is only performed when the order line is entered and saved. It is based on the current cost (if your costing method is Standard or Average) and on Last cost (if your costing method is FIFO, LIFO or Last cost).

This enables you to continue processing an order, regardless of whether the minimum price margin has been exceeded. Otherwise you will be unable to continue processing a sales order that has exceeded this minimum price percentage above cost margin.

This indicates the warehouse from which returnable items (e.g. crates, pallets, etc.) must be depleted. The warehouse entered here is ignored if you enable the Use associated merchandise warehouse option.

This uses the warehouse associated with the stock item as the warehouse from which the returnable item must be depleted. If this option is enabled, then the entry at 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 into, the source and target warehouses selected for the SCT.

This relates to the entry of customer purchase order numbers in the Sales Order Entry and Quick Sales Order Entry programs.

No validation

This indicates you do not require unique customer purchase order numbers.

By customer

This requires unique customer purchase order numbers for the customer.

By company

This requires customer purchase order numbers to be unique for the company.

This generates order analysis files when you add order lines.

This generates order analysis files when you change order lines.

This generates order analysis files when you cancel orders and order lines. Ensure that you also enable the Output detail lines for cancelled order option. You must also 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.

This generates order analysis files for blanket sales orders. If you enable this option together with the Order lines added option, then when processing a release for a new sales order the sales order is included in the Order Intake Query. Similarly, if you enable this option together with the Order lines changed option, then any changes to a blanket sales order are included in the Order Intake Query.

This generates order analysis files when changes are made to order lines affecting the total value of discount applicable to the order.

This includes all the detail lines attached to an order in the order analysis files generated when you cancel an order.

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

This generates 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: RMAP20 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 (e.g. cartons, boxes, rolls, pallets, containers, etc.).

This is the default wording you want to use for the package contents field. The default wording is 'containing', but can be changed.

This is the default wording you want to use for the unit of measure contained in the package. If blank, then the order unit of measure defined on the sales order line is used for the packaging comment.

This lets you reserve stock for a customer when processing sales orders for stocked and non-stocked items (i.e. it prevents the sale of that stock to another customer, which allows you to guarantee delivery prior to the actual shipping process). Reserved quantities are not used in Dispatch notes - if you want these order quantities to be considered for dispatch then any reserved quantity must be moved to backorder or ship.

This requires the entry of lot, bin and serial information when reserving stock (unless the Capture serial numbers for orders option is not selected; multiple bins is not in use; and the item is not traceable, in which case you are only prompted when the items are shipped). The Automatic deplete in Inventory preference option takes precedence over this option (i.e. lots are allocated automatically from the first lot that can fully satisfy the requirement).

This bases credit checking on 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.

This bases credit checking on the customer's invoice terms and is performed automatically when processing orders during sales order entry. The calculation using the invoice terms code, the invoice ageing method and settings configured against the customer.

This uses the credit status of the customer when performing invoice terms credit checking. The number of days outstanding is calculated as: 30 times the credit status defined against the customer, less the number of days defined against that customer's invoice terms code. If the result is positive, then the terms are deemed to have been exceeded. Otherwise the terms credit check is based on the number of days that the oldest, non-credit transaction is outstanding against the customer.

This performs credit checking on current orders at the time an order is shipped and is based only on the customer's credit limit. This option only applies when the Apply check to current order only preference is enabled.

If checking the customer's credit limit, then this includes tax when calculating a customer's outstanding/released order value.

If the Apply check to current order only preference is enabled, then tax is included when the invoice is about to be produced.

If the Apply check when quantity moved to ship option is enabled, then tax is included when the order is shipped. It does not apply if USA tax is in use (USA tax is always exclusive, so the order value is always exclusive).

If checking the customer's credit limit, then this includes tax when calculating a customer's invoiced order value. It does not apply if USA tax is in use (USA tax is always exclusive, so the order value is always exclusive).

This indicates 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)

This includes order lines attached to contracts that are defined as a flat price, coded, list price less a percentage, or mark-up cost by a percentage 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 this to request the commission code whenever the commission is based on price.

This enables delivery notes to be printed online when processing sales orders

This enables invoices to be printed online when processing sales orders.

This allows invoice reprints to be printed online when processing orders.

This enables order acknowledgments to be printed online when processing sales orders.

This prints all order lines on delivery notes, regardless of whether there is any quantity to be shipped. This option relates only to merchandise lines on delivery notes (freight, miscellaneous and comment lines are printed if you have configured them against the document format). If you enabled the Print all back-ordered lines option when defining the delivery note format, then details for back-ordered lines are also printed on the delivery note.

This prints plus/less wording on quotations, delivery notes and invoices for any chained discount percentages entered against an order.

This indicates the default counter sales or point of sales customer you want to use when processing an order. This is used only if you have not defined a default Counter sales customer against the operator. You can also define customers as cash only customers by enabling the Counter sales only option in the Customers program. This prevents credit sale transactions from being processed for these customers.

This displays 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.

This changes 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 Deposits only for back order quantities option, then the sales order must be in a status 4 or status 8 before you can process a payment or a deposit.

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

This enables you to close a counter sale without processing a payment, regardless of whether there is an undistributed amount.

This is useful, for example, where 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 allows operators to change the default payment code defined against the Payment code for cash transaction option when processing transactions to pay cash out or take cash in. You can prevent operators from changing the payment code by restricting access to the Counter Sales payment code cash in/out operator security field.

This sets the default payment code to use when processing transactions where cash is paid out of the cash drawer, or taken into the cash drawer. If the Change payment code for cash transaction option is enabled, then the payment code can be changed at the time of paying cashing out or taking cash in.

This enables you to process a payment in a foreign currency for a local currency customer. This only applies to Normal payment types processed using the SO Counter Sales program.

This displays and prints counter sales payments as comment lines against the order/invoice. If you don't select this option, then details of counter sales payments can be printed on sales order documents as payment lines.

This displays and prints 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 don't select this option, then counter sales deposits can be printed on sales order documents as deposit lines.

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.

This lets you restrict entry of the credit card number in the SO Counter Sales program and the display of the credit card number on the Counter Sales Report.

All digits

This lets you enter up to 18 digits.

Last four digits

This lets you enter up to four digits.

Once enabled, you must configure a route code against each customer (or warehouse, for an SCT order) to indicate the standard delivery method as well as a distance to indicate the order in which the load must be delivered. You associate a delivery frequency to each route 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 and as each specific line is added to the order, the appropriate route detail (load) is calculated.

This lets you create delivery loads only on working days as defined in your company calendar.

This includes sales orders created through counter sales in Load Planning.

When you use the Browse on Delivery Routes or Delivery Loads programs to add loads to a route, you can let the system automatically create additional loads based on the information you entered for the first load.

Number of loads

This creates loads based on the number of loads specified at the Number of loads/days field.

Number of days ahead

This creates loads based on the number of days specified at the Number of loads/days field.

This is 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.