Sales Options

Controls the number of decimal digits for the item quantity field for purchasing, sales, production, and inventory, both in the main application and in WMS.

Controls the number of decimal digits for the Edit Sales Order Line form "Unit Price" field.

Pick list used to determine the default "Order Type" selected on the General tab when entering new Sales Orders. Definitions for each option are available in Sales Order Types. Options are:

• Drop Shipment
• Inter-Company Transfer
• Master Order
• None
• Order On Hold
• Quote
• Sales Order

Pick list used to define which date on the Dates tab of the Edit Sales Order Line form will be used to determine if a Sales Order falls within the range of any applicable Pricing Orders. Options are:

• Anticipated Cash
• Confirmation Date
• Due To Dock
• Due To Ship
• Expires
• Order Date
• Promised
• Release
• Shipped
• Wanted

Example: Assume this field is set to "Due To Ship" and a Pricing Order exists with a "Release" date of Aug 1st and an "Expires" date of Aug 31st. Creating a new Sales Order with a Bill-to and quantities matching the Pricing Order and a "Due To Ship" date of July 15th will not utilize the Pricing Order details. However, if the "Due To Ship" date is changed to Aug 18th, the Pricing Order details will be utilized.

• Note: Pricing only fires during shipping if this field is set to "Shipped" and a line actually has a Pricing Order that applied to it during order entry or a Pricing Order now applies to it based on the shipped date.

Pick list used to determine the Order Type that will be created using the "Create IC Xfer" button in MRP. Options are:

• Inter-Company Transfer
• Quote

Pick list used to determine if the on hand quantity should be calculated for items once they are added to Job lines. Options are:

• None - When a new Part is added to a Job, the On Hand quantity displays as zero. May be used to speed up system performance by not performing a calculation. Useful for companies that have many production Jobs with multiple Job lines.
• On Hand - When a new Part is added to a Job, the On Hand quantity calculates and displays the quantity currently on hand.

Pick list used to determine promise date of the Sales Order:

• Earliest - (Default)
• Longest - Promise date is set to the sum of the longest Safety Days + Lead Days + QC Lead Days at each level of the BOM.
• Sold + Longest - The system will find the single longest lead time item in the Bills of material explosion, regardless of level. and use the lead time of the item on the SO line and the longest item to set the promise date. (Note: the total lead time calculation remains unchanged: pr_orddays + pr_qclead + pr_safedays) Added in version 17.02.018.

Pick list used to determine what type of Job, if any, the system will make when a Sales Order is saved that contains one or more Parts flagged as "Make To Order" on the Item Master Properties tab. For more information, refer to Selling Make to Order Items. Options are:

• Header Job
• Line Job
• None

Pick list used to set the default value for the "View" field when using the "Order MRP" button on Sales Orders. Options are:

• All Substitutes
• Category
• Customer Part Substitutes
• Item
• Sub-Category
• Substitutes
• Item Search 1-5

Pick list used to set the default value for the "Zero Items" field when using the "Order MRP" button on Sales Orders. Options are:

• Hide - The system will hide all items that have zero on hand, even if they are available for sale.
• Show - The system will display the items available for sale in any Facility, even if there is zero on hand.

Useful to see all potential sizes/items available, even if it is not currently on hand.

Pick List used to determine which order templates will be displayed when entering a Sales Order from a template via the "Template" button.

• All - Displays all existing order templates, regardless of Bill-to/Ship-to selected.
• Bill-to - Displays only order templates for the selected Bill-to.
• Ship-to - Displays only order templates for the selected Ship-to.

Memo field used to define what is displayed on the Quantity form when entering a Sales Order from a template via the "Template" button.

• The default expression is "pr_codenum" but the majority of the Item Master and Sales Order fields may be used in the expression.

Memo field used to define what lots are displayed while Reserving, Shipping, and Staging to Sales Orders if one or more customer parts are present.

• When running an Eligible Customers report to determine which lots are applicable to which customers, this expression will also be evaluated if filled prior to evaluating customer specific QC and only return proper lots.
• For more information on how to structure and create Expressions, navigate to the Functions and Operators Library.
• Deacom fields available to this expression are: all dttord, dtord, dmcust, dtfifo fields available as well as user fields for dttord, dtord and dmcust. Note: The key is that if these fields are used, they need to be prefaced with 'Fields'. So instead of fi_userlot, it would need to be 'Fields.fi_userlot'.

Memo field used to enter a custom price factor for Sales Orders. After the inventory is reserved for the Sales Order, if this field is populated, the script will fire for each line item.

• The following fields and variables are available for use with this script
  • Fields:
    • All sales order header (dttord) and sales order line (dtord) table fields. Examples: Sales Order Header field - Confirmation Date (to_condate) - Sales Order Lines field - Total Catch Weight (or_catchwgt)
  • Variables (from/based on the inventory lots reserved or allocated to the order):
    • allonum, atrisk, attrib1, attrib2, attrib3, catchwgt, container, containerid, contunid, cost, density, descrip, dstchid, dstloid, expensed, expires, lotdate, lotnum, masterlot, tomasterlot, notes, orid, prodnum, postchid, qcstatus, quant, recid, serial, specord, srcchid, srcloid, tally, type, userlot, fi_id, figroups, waid, bypasscontainercheck
• When returning a decimal value, any line items that do not require a factor will return "0" for that line.

Sets the default Part that will be used to indicate a Promotion when copying a Sales Order.

• All Promotion items on the Sales Order being used to copy will be rolled up into this Part and added to the new order being created.

Sets the (non-stock) Part that will be used in the line that is added when a gift card is issued on a sales order.

• The revenue account on the this part should equal the liability account where issued gift cards will be held.
• This part should have the "Sales Taxable" flag unchecked on the item master properties tab to ensure sales tax is not applied when adding this part to sales orders in the Cash Register application.

Sets the (non-stock) Part that will be used in the line added to a Master Order to represent the discrepancies between Master and Child Orders as a result of taxes, promos, and user calcs.

• If no part is selected, users will be prompted when saving Master or Child Orders with discrepancies.

If checked, the system will remember the last Part ordered and use it as a default when adding a new line to a Sales Order.

If checked, the system will present the sales order lines for the order that users are linking to by default the when using the copy order button. If unchecked, users will be presented with a list of all orders in order to select which order to copy.

• Used in connection with the "New Linked SO" button on Sales > Order Reporting reports.

If checked, and when using the "New Linked SO" button on Sales > Order Reporting reports, the user will be presented with the Linked SO form and the option to select which optional fields will be copied to new linked sales order. Options on the form:

• Copy Dates (sales dates)
• Copy Bill-To PO
• Copy Ship-To PO
• Copy User Fields
• If this field is left unchecked, necessary information from original order will be copied to the new linked order, but the fields listed above will not be copied.

If checked, updating the dates on a Sales Order will also update the dates on any linked Header or Line Jobs.

If checked, updating the quantity and planned quantity on sales order lines will automatically update the quantity and planned quantity on any linked Line or Header jobs.

• If the sales order is canceled, changes made to the sales order quantity and planned quantity will not be updated automatically on any linked Line or Header jobs.
• Changes made to linked jobs on sales orders will now propagate down to lower level jobs with sub assembly parts, and users can modify the quantities on these lower level jobs if necessary. The new quantities are modified via the Linked Job Adjustment form.

If checked, the user is prompted with a Facility searchbox when saving a Sales Order with the "Header Job" or "Create Line Job" flags checked.

• If not checked, the searchbox will not display.
• Useful in situations where the Facility for the Job is not the same as the Facility on the Sales Order.

If checked, the user will be prompted when entering a Sales Order if there are multiple applicable pricing orders available, in which the desired option can be selected for the particular Sales Order.

• If there is only one applicable pricing order option, the user will not be prompted and that option will automatically be applied.

Memo fields used to define calculations for the default values for the Sales Date 1-5 fields.

• Captions for the Sales Date 1-5 fields are maintained via System > Maintenance > Captions. Prior to that, captions are maintained via the System > Options > Sales 2 tab.
• Calculations can reference the current date as DATE() or other Sales Order dates by their field name.
• The following fields are available to these calculations: All Sales Order header fields, to_*, any Bill-to or Ship-to User Fields with no table alias required.
• For an example of a "Due To Ship" calc, refer to the FAQ section of the Entering Sales Orders page.
• When creating sales orders in the eCommerce application, and using a Desired Delivery Date option of "Follow Sales Options," the calculation in the SO Date 3 Calc. field will be used to the set the delivery date (to_deldate).

Memo field used to define the calculation for the default value of the "Expires" date on the Sales Order header Dates tab.

• The "Expires" date is used to determine the expiration date for Pricing Orders.

Memo field used to define the calculation for the default value of the "Due To Dock" date on the Sales Order header Dates tab.

• The "Due To Dock" date is used in connection with Inter-Company Transfers only, defines the date the order is expected to arrive at the destination Facility, and is used by MRP to determine when the inventory is scheduled to arrive.

If checked, any Sales Order date calcs in this tab will be executed whenever a backorder Sales Order is created.

• If not checked, Sales Order date calcs in this tab will not be executed when a backorder is created.
• Unchecking this flag may be helpful in situations where Triggers and/or EDI transactions are being used in the Deacom system and use Sales Order dates as a condition for processing. In these cases, having this flag not checked ensures that backorders will not automatically trigger EDI transactions.

Defines the three tiers of maximum amounts for which a Sales Order may be created.

• Users or User Groups can be permitted to exceed these levels as necessary.

If checked, multiple users can reserve to the same sales order via the Reserve SO transactions in the WMS and main applications.

• This only applies to reserving for sales orders in WMS and not the main application.
• Added in version 16.07.048. This option is useful in situations where multiple pickers will be reserving to the same sales order in different Zones or Locations, particularly for companies that use the Zone picking options in Deacom.
• The system will still "lock" the order to prevent it from being modified or shipped.
• Captioned "Allow Multiple Users to Reserve Simultaneously On WMS" prior to version 17.04.008 when the field was expanded to allow multiple users to reserve in both the main application and WMS application.

Sets the Part that is added to a Sales Order when Freight is added to the order at the time of shipment.

When adding freight during the Sales Order shipping process, the value entered in the "Actual Cost" field is marked up to produce this margin.

• Margin is the percentage difference between revenue and cost, G = (R-C) / R.
• To back into that revenue number the formula is R = C / (1-P), where G = Gross Margin, R = Revenue, C = Cost, and P = Margin Percentage.
• Example: If this field is set to 15 and the "Actual Cost" is entered as 100, the "Amount to Bill", or revenue, will calculate as 117.65. This equals a margin of 15%, a markup of 17.65% and a profit of $17.65.

Memo field used to define an expression used on Inter-Company Transfers and Cross Facility Orders to calculate and add a freight cost into a Lot's value. For Inter-Company Transfers, the valuation occurs upon receipt at the destination Facility. For Cross Facility Orders, the valuation occurs upon shipment.

• Systematically, when an Inter-Company Transfer is received, the system will check to see if the shipping Facility (to_waid) has an "IC Xfer Markup Type" (wa_marktype) of "Transfer Cost". If yes, the system evaluates the expression in the Transfer Cost field in Facilities for each line item on the order and uses that value as the markup for the Lots that are being shipped and received. If that field is empty, the value from this field will be used. If this field is empty, the system will use the Item Master "Transfer Cost" field (pr_xfercost).
• When using Cross Facility Orders, the "Recognize Revenue on Cross Facility Transfers" flag in system options must be checked, and the "ICXFER Markup Type" field on the invoicing Facility record must be set to "Transfer Cost" in order for the system to evaluate the expression in this field. If this field is empty, the system will use the Item Master "Transfer Cost" field (pr_xfercost).
• The available fields for use in this text are:
  • All dttord fields.
  • All dtord fields, including the actual shipped quantity.
  • All dmprod fields - dtord.or_prid = pr_id.
  • All dmprod3 fields - if they exist for the Facility and item that the order is in (to_waid = p3_waid and or_prid = p3_prid), otherwise empty.
  • All dmtruk fields - to_trid = tr_id.
  • All dmfrt fields - to_frid = fr_id.
  • All Item Master User Fields, Sales Order line User Fields, Sales Order header User Fields, and Sales Order User Calculations.
  • All Facility Part Cross Reference User Fields for the dmprod3 record that is applicable at the time of evaluating the expression.
  • Note: The scripting engine may be used to create the expression in this field. Please reference the "Expression Engine" field on the System Options page for more information.

Memo field used in conjunction with the "Scan Parts" button on the Sales - Ship form to define the expression that will be used to generate new Package numbers.

• Example: TRANS(to_ordnum,go.Ordmask) + "-" + TRANS(INCREMENT(ALLT(STR(to_ordnum,12,0)),3),"000").

Pick list used to set the default selection for (1) the "Type" field on the Issue/Reserve Inventory form in the main application when accessed via the "Reserve" button on a Sales Order and (2) the Reserve SO form in WMS. Options are:

• Reserve
• Staging - Sale

Pick list used to set the default selection for the "View" field on the Sales - Ship form. Options are:

• Standard - Displays all Lots in individual lines.
• Summarized - Displays Lots summarized by Lot Number and Location, similar to the Inventory Management "Lots Summary" report.

Pick list used to determine when the shipping label for an order will be printed. Options are:

• None - Shipping label does not automatically generate.
• Save Package - Shipping label generates when a package is added and saved on a Sales Order during shipping.
• Ship Order - Shipping label generates when a Sales Order is shipped.

Labels will be attached to the documents of the Sales Order.

If an existing package is modified and "Save Package" is clicked again, a new label will be generated and the old label for this package will be deleted. This field is also used in connection with the EasyPost feature to automatically add freight charges during order entry and order shipment.

Pick list used with the FedEx API that sets the default quantity (1) per line that will be shipped via Ship Sales Order function and (2) in the "Quantity" field when final staging to Sales Orders via the Inventory Final Staging function. Options are:

• As Reserved - Sets the "Ship" quantity to the quantity reserved to the Sales Order (which may be less than the quantity ordered) and backorders the remaining quantity.
• Full - System will apply either the full requirements or all of the item available based off of the set Location and Lot filters.
• Zero - Sets the default quantity to 0. Must be selected if shipping with FedEx. This is because users will in essence build the Package(s) while preparing the items for shipment and will need to determine, possibly by weighing, the quantity that will be placed in the Package(s) for shipment, according to the established FedEx parameters.

Example: An order for 2 or 3 boxes of chocolates which will require the users to begin with zero quantity then make and weigh the three packages prior to generating labels and completing the shipping process. 

Notes:

• The General 2 tab on the item master record also contains a Default Shipping Qty field. If the field in the item master is set to "Default," the system will use the Default Shipping Qty option set here in System Options. If the item master has a different setting than "Default," the system will use the specified option only when shipping sales orders containing that item.
• The Sales tab on the facility record also contains a Default Shipping Qty field. If the field in facilities is set to "Default", the system will use the Default Shipping Qty option set here in System Options.

Pick list used to set the default value for the field of the same name on the General tab when new Bill-to Companies are added. Options are:

• Allow With Backorder - Allows an order to be short shipped with a backorder automatically created.
• Allow Without Backorder - Results in the order being shipped, but no backorder is created.
• Not Allowed - Prevents the user from short shipping the order with a notification that the Bill-to does not allow it. To proceed, the user must ship the order in full.

Pick list used to generate and send invoices automatically when a Sales Order is shipped, which aids in timely invoicing. Options are:

• All - Generates and sends invoices automatically at the time of shipment.
• None - Does not generate or send an invoice upon shipment.
• Zero Dollar - Generates and sends invoices only for zero dollar orders at the time of shipment.

Pick list used to set when customer inventory reports entries will clear. Options are:

• Ship-To - Default. Removes customer inventory according to the designated Ship-To date.
• Bill-To - Removes customer inventory according to the designated Bill-To date.
• All - Removes customer inventory if it matches both the Bill-To and Ship-To, as well as the container number.

If checked, the "Print Document Group After Shipment" flag will be checked by default on the Sales - Ship form.

• See the "Print Document Group After Shipment" field description via the previously mentioned link for more information on how the feature works during shipping.

If checked, the Sales - Ship form will display the BOM for Parts flagged as "Inventory Relief Phantom" instead of the phantom Part itself.

• This allows Lots to be selected at the time of shipment, not just when reserving the order.
• During receipt of an Inter-Company Transfer, the system contains logic to display any phantom Part line items by their BOM rather than by the phantom Part itself.

If checked, when no "Shipping Account" is specified on the Misc 2 tab of a Sales Order and a "Freight Out Part" is specified on this tab, FedEx/UPS charges will be added to the Sales Order as a separate line directly before shipping.

• Sales Order line prices for the FedEx/UPS freight will be calculated as Fedex/UPS charges * (df_fmargin/100 + 1).
• This field is also used in connection with the EasyPost API to automatically add freight charges during order entry or order shipment.

If checked, the Deacom FedEx/UPS API will read package weights directly from the shipping scales, rather than having to manually enter the weights, during Sales Order shipment.

If checked, the part number searchbox on the Add Package Line form via Sales > Ship will be replaced with a part number text box. When a value is entered in (either by keyboard input or wedge scanner), the system will let the user know if the part is valid and on the order, and default the form's values as necessary.

If checked, selected packages and labels while shipping an order will be retained even if the form is closed and shipping not complete. Defaults to unchecked, in which case exiting the shipping form will remove the packages and associated labels. 

If checked, excess customer inventory stored in Containers will be removed when returning inventory via a sales order with a negative quantity. Example: a container is shipped with 100 pounds of material. The customer returns the Container with 80 pounds. The system will remove the entire 100 pounds from the Customer Inventory report via Sales > Order Reporting.

• Items must be marked "Track Customer Inventory" to be included in the Customer Inventory report.

If checked while shipping a sales order line that has a negative quantity (returns), will refer to the "Link to SO" field in Order Entry (Sales) > Misc1 tab to see which previously shipped order is linked. The system will then display a list of all lots shipped on the original linked order. Selecting lots here will fill in the Lot Number field on the Shipping form.

• If multiple lots are selected, additional lines will automatically be created on the Ship SO form, and putting the data in the "Ship" field.
• If the user does not use the "Select Lots" button in the Shipping form, the user can still use "System" in the Lot Number field for parts that are not lot required, or to be able to manually type in a lot number as normal functionality.
• When shipping a sales order from WMS or from the Ship All button, the oldest lots for the part numbers with negative quantities will be returned first.
• When using the AvaTax integration, checking this field will result in the shipped date from the linked sales order (to_linkto) being used as the "Tax Date" for the linked sales order when sending data to the AvaTax API. The refund amount is the amount that would have been taxed on that date. (Note: The Document Date in Avalara will be the shipped date of the actual return sales order, not the linked sales order.)
• When using Actual/FIFO costing in the system, if this field is checked, lots returned that were shipped on the linked sales order will be returned at the same lot cost as when they were shipped. Any lots returned that the user entered, and are not linked to an original lot shipped will use the base functionality which checks last cost and then standard cost.

If checked, will allow the user to select any allowed lots (on the Apply Inventory form) that are in inventory; regardless of inventory status, QC status, shelf life criteria, and user security.

• This field only applies when using the sales order reserve process.
• Any allowed lots that can be picked will be visible on the Apply Inventory form. Note that already reserved lots or lots in WIP will still not be available for reserving, even if this field is checked.
• Added in version 17.04.007
• See Apply Inventory for additional information on Allowed Lots

If checked, multiple users will be able to access the same IC Transfer form simultaneously.

• If one user receives the full quantity of a line, any other user attempting the action on the same line will see the page reset to reflect the proper quantities.

Sets a pre-defined Time-Phased MRP pre-filter template to be used when MRP reports are generated via the "Order MRP" button when viewing Sales Orders.

• Pre-filter templates are created using the "Settings" button on the pre-filter with all desired fields completed.
• The pre-filter template must be saved for "All Users".
• If no selection is made in this field, the system will run an Instant MRP report.
• When running order MRP with an SO MRP pre-filter that does not have a Facility selected, then the resulting MRP will be run for all active Facilities.

Pick list used to set the default value for the "Show All" field when MRP reports are generated via the "Order MRP" button when viewing Sales Orders. Options are:

• Both - Demand related to all Sales Orders and Jobs is included.
• Jobs - Demand related to all Jobs is included.
• None - Only demand related to the selected Sales Order is shown.
• Sales - Demand related to all Sales Orders is included.

Pick lists used to select up to five Sales fields that will display in the calendar item that blocks off the time on the Sales Calendar and Sales Inventory Calendar when in weekly view.

• Sales User Calculations are available as options.
• One benefit of this feature is the ability to use calcs to display specific Part Number and Description information.
• The "User" option is also available in these fields and represents the user who created the Sales Order.
• Example: Assume these fields are set to (1) Bill-to Company, (2) Order Number, (3) Units, (4) Part Number, (5) Priority. When scheduling a Sales Order on the Sales Calendar, each block representing an order will display that information - the customer, Sales Order number, quantity and "Capacity Calc." selected on the pre-filter, Part from the first Sales Order line, and Priority assigned to the order.

Defines the default number of sales units for the "Units Per Day" field on the Calendar Selection Pre-Filter, which is the daily quota or capacity.

• Days with Sales Orders totaling more than this value will be identified in red.

Search field used to select a Sales Order User Calculation as the default "Capacity Calc.", or sales scheduling unit, on the Calendar Selection Pre-Filter.

Pick lists used to select up to three Sales fields that will be used to sort the Sales Orders listed as available to schedule on the Sales Calendar and Sales Inventory Calendar.

If checked, Sales Orders in the weekly calendar view will be sized so that orders with a greater number of scheduling units are larger than those with a smaller number of scheduling units.

• If not checked, all Sales Orders will be the same size.

If checked, the system will skip any dates that fall on Saturdays when re-calculating dates on non-shipped Sales Orders connected to the same Project.

• Example: Three orders are connected to the same Project, for items to be delivered in sequence. If the ship date is changed on the first order, the user is prompted about changing dates on the other two orders. If the second order had a shipped date of Friday and this flag is checked, the system will populate a new ship date for Sunday.

If checked, the system will skip any dates that fall on Sundays when re-calculating dates on non-shipped Sales Orders connected to the same Project.

• Example: Three orders are connected to the same Project, for items to be delivered in sequence. If the ship date is changed on the first order, the user is prompted about changing dates on the other two orders. If the second order had a shipped date of Saturday and this box is checked, the system will populate a new ship date for Monday.

Pick list used to determine the sort order for information on the Sales Picking List. The following options work in the main application and WMS:

• Item Default Location
• Line
• Location Type - The system will sort by Location Type name, then Location name, on pick lists.
• Lot Location
• Part Number
• Total Weight
• User-Defined - Sorts using the expression stored in the "Sort SO User Expr" field.

When "Item Default Location" is selected, the Sales pick list and WMS pick list will always line up. If "Lot Location" is chosen, they will only line up if the pick list function is provided lots. If users choose the "Lot Location" value and the pick list does not have Lots then it falls back on the item's "Default Location", defined on the Item Master General 1 tab, which means the WMS may have a different order in that case.

Memo field used when "Sort SO Picking By" is set to "User-Defined" to define the expression that defines the sort order on the Sales Picking List.

• Useful in situations where the sales pick list needs to be sorted on more than one field.
• Any expression that works in a normal SQL order by statement can be used in this field.
• Valid expressions include: linenum, pr_codenum, prodloc, pr_codenum ASC, or_unitwgt DESC.

Memo field used to define the information that will be displayed when Kitted Parts are included on Sales documents. The available fields for use in this text are:

• Edit Bill Of Materials: Header Part ID (bo_bomfor), BOM ID (bo_id), Overage % (bo_overage), Revision ID (bo_reid), Revision Name (re_name), Default Shop Area ID (re_shid), Regulatory flag (re_regulat), Sequence Number (bo_seq)
  • Edit BOM Line General tab: Part Number (bo_prid), Reference ID (bo_desig), Notes (bo_notes), By-Product flag (bo_byproduct), Subtotal flag (bo_subtot)
  • Edit BOM Line Issuing tab: Scrap % (bo_scrap), Over-Issue % (bo_overissue)
• Custom BOM form: BOM line ID (b2_boid), Standard Cost (b2_estcost)
• Units of Measure: Name (un_name), Type (un_type)
• Item Master: Part Number ID (pr_id), Part Number (pr_codenum), Description (pr_descrip), Stock Unit (pr_unid)
  • General 1 tab: Retail Code (pr_retail), Default Location (pr_loid), Scrap % (pr_scrap), Item Type (pr_level), Hazard Info (pr_hazard), Notes (pr_notes)
  • Costs tab: Current Materials (pr_stanmat), Current Labor (pr_stanlab), Current Burden (pr_burden), Current Mat. Burd. (pr_matbur), Current Freight (pr_stanfrt), Current Total (pr_stantot), Future Materials (pr_futmat), Future Labor (pr_futlab), Future Burden (pr_futbur), Future Mat. Burd. (pr_futmbur), Future Freight (pr_futfrt), Future Total (pr_futstan), Acct. Materials (pr_fixmat), Acct. Labor (pr_fixlab), Acct. Burden (pr_fixbur), Acct. Mat. Burd. (pr_fixmbur), Acct. Freight (pr_fixfrt), Acct. Std. Total (pr_fixstan)
  • Costs 2 tab: List Sale Price (pr_lispric), Purchase Price (pr_purpric)
  • Properties tab: Active flag (pr_active), Inventory Relief Phantom flag (pr_control), Don't Include For Job Issuing flag (pr_finback), Hazardous flag (pr_hazflag)
  • User Fields tab: Item Search 1-5 (pr_user1-5)
  • Accounts tab: Purchase To (pr_invchid)
  • Calcs tab: Unit Weight (pr_unitwgt), Unit Volume (pr_unitvol), Unit Cube (pr_unitcub)
• Other: bocount, dispcnt, exten, futext, level, ljid, ordnum, orid, parentid, prfact, sortfld, totcub, totlen, totvol, totwgt, volcost, volper, wgtcost, wgtper

Once this field contains the desired fields/expressions, only "ALLT(kit)" needs to be added to the desired Report Layout. The system will evaluate what is in this field and return the correct information.

Memo field used to specify the information to be displayed about the price of products on POS documents.

• The available fields for use in this text are: All fields available to the grids in Cash Register and on the New Sales Order form.

Memo field used to specify the information to be displayed about Feature products on Sales documents.

• The available fields for use in this text are: All fields in the dtord2 table.

Controls the number of decimal digits for fields used in the Point of Sale application.

Defines the default Bill-to Company selected in the POS application order entry form.

Memo field used to specify the information to be displayed regarding payments on POS documents.

• The available fields for use in this text are: payamt and all fields in the dtcash and dmcash3 tables.

Pick list used to define the instruction set Deacom will use when connected to a POS display device. Options are:

• Epson
• Logic Controls

Identifies the serial communications port to which the POS cash drawer is attached.

• Can be found in Control Panel > System > Device Manager > Ports.

Memo field used to identify the character sequence which opens the POS cash drawer.

Identifies the serial communications port to which the POS barcode scanner is attached.

• Can be found in Control Panel > System > Device Manager > Ports.

Identifies the serial communications port to which the POS price display is attached.

• Can be found in Control Panel > System > Device Manager > Ports.

Memo field used to store the expression used to specify the information that will be printed on sales documents when using Credit Card Processors.

• All dtcash fields/variables are available to this field.
• The default expression for this field is: "AID : " + ALLT(ca_aid) + CHR(13) + "Account no: " + ALLT(ca_acctno).
• The 'lc_emvexpr' tag must be placed on sales documents in order for the system to display the information from this field on the selected document.

Defines the time in minutes that EMV transactions can be inactive before a user will be logged out of EMV transactions.

• The security setting "System -- edit EMV timeout" controls the ability to edit this field.

Determines how gift card numbers will be generated. Options are sequential, GUID (random), or user-defined. If set to sequential, gift card numbers are incremented sequentially each time a new gift card is added. If set to GUID, a random number, based on the mask defined on the gift card Payment Type is generated each time a new gift card is added.

Memo field used to define an expression for generating gift card numbers anywhere gift card numbers are created in Deacom.

• This field is only available when selecting a Gift Card # Generation option of user-defined.

If checked, Deacom will log all EMV requests and responses to a text file in (user profile)\AppData\Roaming\Deacom\.

• Used in connection with EMV cards defined via Accounting > Maintenance > Credit Card Processors.

Defines the FedEx account number that the company has set up with FedEx.

• Required for the FedEx API to work.
• If the information in this field is incorrect, the DEACOM application will return an authentication failure when trying to interface with FedEx.

Defines the FedEx password established for the account specified.

• Required for the FedEx API to work.
• If the information in this field is incorrect, the DEACOM application will return an authentication failure when trying to interface with FedEx.

Defines the FedEx authorization key, supplied by FedEx, for the account specified.

• Required for the FedEx API to work.
• If the information in this field is incorrect, the DEACOM application will return an authentication failure when trying to interface with FedEx.

Defines the FedEx meter number, supplied by FedEx, for the account specified.

• Required for the FedEx API to work.

• If the information in this field is incorrect, the DEACOM application will return an authentication failure when trying to interface with FedEx.

Pick list used in conjunction with the "Max DSD Price Variance" field to determine if the price variance on DSD orders will be based on a percentage or a specific dollar amount of the base price.

• Changes to this field take effect the next time a route is started on the DSD application.

Used in conjunction with the "DSD Price Type" selected to define the specific variance, in the form of a percentage or specific dollar amount, that will be allowed when entering orders in the DSD application.

• Changes to this field take effect the next time a route is started on the DSD application.
• The security setting "DSD -- Override Max DSD Price Variance" allows users to override variance percentages or amounts.

Pick list used to determine if price adjustments will apply in situations where the original price increases, decreases, or in both situations. Options are:

• Both - Allows a user to change the price as long as it is within the defined variance.
• Decrease - Allows a user to decrease, but not increase the price within the defined variance. A prompt will be received if an increase is attempted.
• Increase - Allows a user to increase, but not decrease the price within the defined variance. A prompt will be received if a decrease is attempted.

Pick list used to define the default selection that will be displayed on the Sync Orders view in the DSD application. Options are:

• Shipped
• Not Shipped

If checked, when syncing to a Direct Store Delivery route, the system will sync all orders with a due to ship date of today as well as any sales order templates that contain a Ship Via Method matching the DSD route.

• Supports the option to use templates in the DSD application.

If checked, users are able to generate invoices and complete payments in the DSD application.

• If not checked, users will only be able to print receipts, not generate invoices.

Defines the interval, in minutes, that the Deacom system will poll FedEx to obtain updated information, such as delivery dates.

If checked, all addresses on Bill-to's, Ship-to's, and Sales Orders are validated when the record is saved.

• Validations occur according to the "Service Provider" selected on the Fulfillment tab of the Ship Via Method selected on the record. If no "Service Provider" is selected, the "Default Validation Type" selected in System Options is used.

Pick list used to determine if FedEx, FedEx With Suite, or UPS will be used as the default method for validating addresses.

• Only available when the "Automatically Validate Addresses" flag is checked.
• When using either FedEx validation method, the user will see the name of the ship-to when validation occurs from a sales order. On master orders, this prompt will additionally show which order lines belong to the ship-to in question.
• When using FedEx With Suite, if the validated address requires a suite number or has an invalid suite number, the user is able to enter one. This validation type is useful when utilizing master orders which may require multiple ship-to address validations per order. With this validation type enabled, the system will provide users with the exact ship-to(s) that are missing the required suite number.

Defaults to true. Only enabled when "'Tax API Type"' = 'AvaTax', If unchecked, regardless of whether a sales order is entered or shipped, the system will pass the value of the Sales Order into the Document Type property at all times for all orders. Allows customers to use Avalara to obtain tax rates but not pay taxes through Avalara's website.

Defaults to false. Only enabled when "'Tax API Type"' = 'AvaTax', If unchecked, all returns and appropriate data returned from the AvaTax API call will be logged and available for display via the Report Type of "Integration Logging" in System > History/Performance.

• The system will delete information older than 30 days in the report.

Option to select a saved Sales > Order Reporting pre-filter that will be used when using the "Pricing" button on the Edit Sales Order Line form during order entry.

• Any advanced filter saved with the Sales > Order Reporting pre-filter will also be applied.

Defines the number of times material can be staged to Sales Orders.

• Once the stage count reaches the value in this field, the material is reserved to the order.
• Prior to reaching the value in this field, inventory is in the same state as pre-staged.

Defines the number of times material can be staged to Inter-Company Transfers.

• Once the stage count reaches the value in this field, the material is reserved to the order.
• Prior to reaching the value in this field, inventory is in the same state as pre-staged.