Order Entry (Sales)

Opens the Edit Sales Order Line form, which is used to add a new line to the Sales Order.

Opens the Edit Sales Order Line form, which is used to make changes to the selected line.

Deletes the selected line.

Allows the user to reorder the Sales Order lines.

Allows the user to select and delete multiple existing Sales Order lines.

Resets the form to the default settings.

Allows users with the appropriate access to reserve inventory to this Sales Order.

• Additional information is available via Issuing and Reserving Material.

Opens the From Inventory form, which allows companies to add charges to the order for defined Categories of Parts based on different types of services in connection with the storage, receipt, production, and shipment of items. The process facilitates the business need to charge a customer for service charges based on production or current on hand quantities of a specified set of Parts.

Generates an Instant MRP report filtered for the Parts, and items on their BOMs, specified on the Sales Order. This allows sales personnel to see the current availability, open Purchase Orders, and Jobs in process. Defaults for this report generation may be configured in System > Options > Inventory 2 tab, including:

• "SO MRP Show All" - Dictates the type of requirements to be initially displayed, which can be toggled using the "Show All" button on the report.
• "SO MRP Pre-filter" - If an MRP pre-filter was configured then saved via the "Settings" button, it may be selected here and those filters will be used when this button is clicked. This is useful if a Time-Phased report is preferred.
• 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.

Opens the Scan Parts form, which is used to, either manually or via a Barcode scanner, enter a Part Number and quantity to be added as lines to the order.

• Default pricing is applied, based on all applicable pricing options.

File explorer used to select the spreadsheet that will be used to add lines to the order. See the notes and example screenshot below for eact details.

• If using the Excel spreadsheet option, an Engineering Item with a file type of "Spreadsheet" must be created first in order to facilitate the import process.
• When using this feature the following columns may be defined: Part Number (pr_codenum), Quantity (or_quant), Price (or_price), Quoted Cost (or_quotedcost), Phase (or_phid), User Part Number (or_user1), and Notes (or_notes). The spreadsheet must contain a header row, which will not be imported, with the Deacom field names as indicated in the parenthesis in the previous sentence and in that same order.
• The first two columns are required, the rest are optional. However, if you wish to add only some of the optional fields, you still must insert all the optional column headers and then populate the optional columns as necessary. This is demonstrated in the screenshot below.Beginning in version 17.02.011, Sales order line User-Defined Fields may also be imported. This is accomplished by adding the user-defined field name (example: u_contract) to the spreadsheet along with the appropriate values.
• The spreadsheet must be closed during the import.
• Deacom will apply applicable Deal Pricing to SO lines when importing orders, in which case, the "Pricing Method" field on the line will indicate "Imported Price/Deal price name here".

• Example Excel Format below.
  

Allows the user to copy one or more lines from an existing Sales Order, made for the same Bill-to Company, as a base for the one being created.

• In Sales > Options > Order Entry, there is a "Copy Link SO By Default" field. If this field is checked, users will be presented with the sales orders lines of the order that is currently linked via the "Link to SO" field on the Misc 1 tab. If unchecked, users will be presented with a list of all orders to select prior to copying.
• Once the sales order to be copied has been selected, users will be presented with the Quantity form. This form allows users to decided if they will retain the original price for each line on the order and if the values for existing User Fields, both line level and header User Field values, should be copied to the new order.
• When using this option for Master Orders, the ship-to companies from the lines being copied will be added to the new lines being created.
• The following dates are available to the Select a Sales Order searchbox: Wanted (to_wanted), Due to Ship (to_dueship), Release (to_release), Expires (to_expires), Confirmation (to_condate), and Promise (to_promise). Adding the Release (to_release) and Expires (to_expires) can be useful when copying Pricing Orders as these dates indicate the Pricing Orders effective dates.

Allows the user to select a previously created Sales Order with an "Order Type" of "Order Template" to be used to copy information into the order being created.

• Templates displayed may be based on the Bill-to or Ship-to, which is determined by the "Templates" selection in Sales > Options > Order Entry tab.
• Script in Template Caption Expression determines whether Ship-to name, Ship-to contact or Ship-to dba values:
  • Displays on the Template Order that has been shipped.
  • Doesn't display on the Template Order without being shipped.

Opens the Edit Payment Schedule form, which allows users with proper security to modify the number of payments, first payment date, payment amounts, and deposit amount.

• Only active if the Terms selected on the order are flagged as "Multi-Payment Terms".

Allows the user to select one or more Promotions or Discounts to use on this order.

Recalculates pricing when modifications have been made to either fields on the Pricing tab or Pricing Orders used to price sales order lines.

Opens the Verify Credit Card Information form for orders that contain existing credit card information and terms.

• If making changes on an order that already has an authorized card, users will be prompted that a credit card authorization already exists and that changing credit card information will cause the order to be re-authorized. Users will click Yes or No to proceed.
• If using the Credit Card Processor "NET1", an additional window will be opened to input payment information.
• When processing payments in NET1, (beginning in version 17.02.018) the card that is supplied no longer needs to have an address that matches the address on the Bill-To.

Option to reauthorize the credit card on the sales order. This button functions the same way as the "Re-authorize" button on the Credit Card Authorizations report in Sales Order Reporting.

• Added on the sales order entry form to support reauthorization when processing backorders when customers indicate they still want the rest of the items on the original sales orders. This button allows users to reauthorizing the credit card without requiring users to leave the sales order entry transaction and run the the Credit Card Authorizations report to perform the reauthorization.
  • Note: the security setting "Sales -- reauthorize from credit card authorizations report" has been renamed to "Sales -- reauthorize credit card on sales orders" and the security setting now controls access to the re authorization button on both sales orders and the Credit Card Authorizations report.

Generates a Sales Order Management "Order Summary" report, listing all Sales Orders for the BIll-to Company selected on the Sales Order.

Generates a Sales Order Management "Order Summary" report, listing all Sales Orders for the Ship-to Company selected on the Sales Order.

Displays a list of active Sales Order User Calculations and their values.

• Date calcs are refreshed after the re-selection of a Bill-to or Ship-to Company on the Sales Order header.
• BOM User Calculations are available to Sales Order User Calculations. When Sales Order User Calculations are evaluated, the system will check to see if there is a Facility-specific default BOM for the item being calculated in the Facility specified.
  • If there is, the system will use the BOM calculations from that revision.
  • If there is not, the system will check to see whether there is a non-Facility-specific revision flagged as "Default".
    • If so, the system will use the BOM calculations from that revision.
    • If not, the system will not bring in any BOM user calculation value for the item.
  • This is useful if the pr_hazflag is used on Raw Materials to indicate the presence of a hazardous material. Using a BOM calc makes the system iterate through the BOM tree to determine this hazardous condition.

Displays the Select Ship-To Companies mover form listing all Ship-to Companies assigned to the Bill-to Company selected on the order.

• Contains a "Create Ship-to" button that allows the on-the-fly creation of new Ship-to's.
• Only available when "Order Type" is set to "Master Order".
• The "Modify" button allows users to modify the selected Ship-To on this form.

Displays the Edit Gift Card form which is used to issue new gift cards, view card history and add additional amounts to existing gift cards.

• The number generated when adding new cards is based on the setting defined in the "Gift Card # Generation" field on the Cash Register tab in Sales > Options. The options are sequential or GUID (random)

Displays the sequential, system-generated number.

Indicates the Bill-to Company for which this Sales Order is being created.

• Only Bill-to Companies within enabled User Restrictions, including Sales Reps and Bill-tos, are available for selection.
• If the Bill-to is modified, the system will invoke the re-check prices and re-total functions.
• If the Bill-to is modified, the system will prompt to void any previously authorized payment terms entered before the change.

Indicates the Ship-to Company for which this Sales Order is being created.

• Populates based on the Ship-to flagged as default on the Bill-to's Ship-to Companies tab.
• Only Ship-to Companies within enabled User Restrictions are available for selection.
• If the Ship-to is modified, the system will invoke the re-check prices and re-total functions.
• If the Ship-to is modified, the system will prompt to void any previously authorized payment terms entered before the change.

Displays the Purchase Order number supplied by the Bill-to Company.

• Required if the "PO Required" flag is checked on the Bill-to Company General tab.

Displays the Purchase Order number supplied by the Ship-to Company.

• Required if the "PO Required" flag is checked on the Ship-to Company General tab.

Indicates the Terms that will be used by the Bill-to for this order.

• Example: "2% 10 N 30" implies that the purchaser will receive a 2% discount on the invoice balance if paid within 10 days.

Indicates the Facility from which the items ordered will be shipped.

• Only Facilities within enabled User Restrictions are available for selection.
• If configured, GL Overrides from the Facility record will fire.
• Facility specific defaults may be set by Bill-To/Ship-To Company records. These Facility specific defaults will be used, and not the defaults on the Order Defaults tab of the Ship-To record, when the specified Facility is selected for this Ship-To during Sales Order entry.
• The security setting, "Sales orders -- change facility on ICT", which, if set to Yes, allows users to change the Facility in this field, even if that user is otherwise restricted via User Restrictions.

Pick list used to select the type of order being completed. Descriptions for the available options are detailed in Sales Order Types. The default selection is determined via the "Default Order Type" selection in Sales > Options > Order Entry tab.

Order Types:

• Canceled Order - Orders which have previously been saved, but are no longer needed. Canceled orders cannot be shipped. This option does not appear when a new order is created, but rather after the order has been saved and the user exits and then re-opens the Sales Order to modify it.
• Consignment - Deacom does not contain a "Consignment" Sales Order Type. Instead, consignment orders are identified by the items that are sold and the Facilities from which they are sold. Enter a new sales order as normal following the steps outlined in Sales > Order Entry. Ensure that the order type is set to Inter-Company Transfer, and that the facility in the "Transfer Facility" field represents the consignment (destination) facility.
• Complaint - Orders that record that a certain customer has made a Complaint about a specific Product or list of Products. Complaint orders can be analyzed for patterns. Complaint orders cannot be shipped.
• Credit Hold - Orders that cannot be shipped because of credit issues with the customer. Orders can be put on Credit Hold either automatically, by failing the Credit Check, or manually. Once the credit issue has been resolved, users with access to Credit Hold orders can change the Order Type to one which allows further processing, like Quote, or Sales Order. Credit Hold orders are not visible in MRP. Additional information on the Credit Hold/Credit Check process is available in the credit checking section via Sales > Customers.
• Credit Memo - Sales Order Returns, or Credit Memos, are triggered when entering a negative quantity on a normal Sales Order type. There is no specific "Credit Memo" type available in the pick list in the "Order Type" field on the Sales Order header. With the exception of entering a negative quantity, the process for creating a Credit Memo is the same as that of a normal Sales Order. If the customer is not returning physical product, users should check the "Do Not Post Inventory" check box on the General tab of the Sales Order line form. Once saved, Credit Memos must be shipped via Sales > Ship. In addition, if the item(s) returned on the Credit Memo include a Quality Control Group on the Item Master record, these items will be placed in the "Pending QC" inventory segment once the Credit Memo has been shipped.
• Cross-Facility - Order type that allows items to be shipped from one Facility but sold in another. When a Cross-facility Order Type is selected, the system will use the Facility indicated in the "Invoicing Facility" field on the Misc 1 tab of the Sales Order header to determine in which Facility the order will be invoiced. The Facility indicated in the "Facility" field on the General tab represents the Shipping Facility. Cross-facility orders were designed for companies with multiple retail locations. Information on setting up and processing Cross-Facility orders is available via Entering Sales Orders and Using Cross-Facility Orders.
• Drop Shipment - Used for situations where materials or finished goods are shipped directly to the customer from the Vendor, such as when the Vendor and customer are geographically closer to each other than to the selling company. The system will create a separate Purchase Order for each Ship-to Company included in the group of Drop Ship Sales Orders when processing via Purchasing > Drop Shipments. Thus, if two orders are selected that each have the same Ship-to Company, one Purchase Order will be created for the two orders selected. But, if two orders are selected that have different Ship-to Companies, two Purchase Orders will be created. The sales portion of the drop shipment scenario does not require any special processing other than selecting an Order Type of "Drop Shipment" during sales order entry. Receiving the associated Purchase Order automatically ships the Sales Order.
• Forecast - Orders that represent future sales demand for Products before actual Sales Orders are received from Customers. Requirements due to Forecast Orders are visible in MRP. Forecast Orders cannot be shipped.
• Internet Sale - Orders that originated online via DEACOM's eCommerce application.
• Inter-Company Transfer - Inter-company Transfer Orders allow material to be transferred from one Facility to another, within the company. The use of an Inter-company Transfer, rather than an Inventory Move, allows paperwork like pick lists and Bills of Lading to be printed, and can account for material currently in transit as well as material lost in transit. Only sales orders of type Inter-company Transfer can be shipped with Pending QC lots. Attempts to ship sales orders with Pending QC lots of a type other than Inter-company Transfer will be denied.
• Master Order - Master Orders are those created for a single Bill-to and multiple Ship-to's. Saving a new master order will also create its respective child orders, one for each distinct Ship-To Company on the master order. Child orders are to be shipped individually, and the master order will be considered "shipped" once all child orders have shipped. Invoicing and payment functions are performed on the master order itself and cannot be done for individual child orders.
  • If the child sales orders have already been created and a master order has a change made to it, when the master order is saved, all values on the child orders will be updated based on what was changed on the master order. When a child order line is saved that has a value in or_masterorid, the master order's or_id will be updated to the values changed on the child order. When a child order has a line item updated, added, or changed, the line item on the master order will be updated or a line will be added to the master order as well to keep the quantities and amounts in sync. Any user defined fields between master and child will sync according to the "Sync Master Order Values To Child Orders" checkbox in User Fields.
  • When child orders are created, any user calcs, promos, taxes, etc. will be automatically added to the master order so that the amount of the master order and child orders stay in sync. When a child order gets canceled, that line item will be deleted from the master order. If the order type gets changed back to a regular sales order from canceled, a new line will be added to the master order for this order and the or_masterorid should be updated to the new or_id from the new line added to the master order.
  • Once any child order has been shipped on a master order, the master order may not be modified.
  • There should never be any postings on the master order. The child orders should have all postings because they are the orders being shipped and could have different taxes, promos, calcs etc. on them.
• Order on Hold - Orders that are blocked from shipping because of issues other than credit. Orders can be put on Hold manually. Once the issue has been resolved, users with access to "Sales orders -- edit on hold" can change the Order type to one which allows further processing, like Quote, or Sales Order.
  • These orders are not visible in MRP, but inventory reserved to these orders will be displayed in the "+Reserved" column/row. The ability to reserve inventory to on-hold orders is controlled by the "Sales Orders -- reserve to to orders on-hold" security setting. The option was added for scenarios in which companies have multiple contracts for a variety of customers and several different items and need the ability to isolate the inventory based on the fact that large amounts of inventory will be required to fulfill normal sales orders that have not yet been entered. No demand in MRP will be displayed in the (-M) Sales column/row due to the fact this is an on-hold order.
• Order Template - A placeholder for parts and shipping details that are used or sold on a recurring basis.
• Payment on Account - Orders that are automatically created when applying a payment on account.
• Pricing Orders
  • Pricing Order - Ship-From Company - This type of order sets pricing for specific products for the Ship-From Company and Billing Group, Bill-to, or Ship-to Company specified on the order. This feature was designed for Ship-From Companies and Ship-to Companies. The Ship-From Company Pricing Order option is useful for companies who wish to use the Ship-From Company to specify the distributor on their Sales Orders, thus allowing pricing to take effect based on the Ship-From (Distributor) and Ship-To Company specified on the Sales Order. This pricing is for orders where both the Ship-From Company and the Billing Group, Bill-to, or Ship-to Company on both the pricing order and sales order match.
  • Pricing Order - Bill-to - This type of order sets pricing for specific products for the Bill-to Customer on the order. This pricing is for all of the Ship-to Customers associated with the Bill-to Customer, unless overridden by a Pricing Order - Ship-to. This type of order cannot be shipped. Reference Release (Sales Date 5) and Expires dates to set when Pricing Orders are in effect and expires. In addition, blanket Sales Orders can be created in Deacom using the "Pricing Order - Bill-to," "Pricing Order - Ship-to," or "Pricing Order - Billing Group" types since the concepts and features used in these Order Types match those of the blanket sales agreements. Blanket Sales Orders can also use the "Quote" Order Type.
  • Pricing Order - Ship-to - This type of order sets pricing for specific products for the Ship-to Customer on the order. This type of order cannot be shipped. Reference Release (Sales Date 5) and Expires dates to set when Pricing Orders are in effect and expires. As indicated previously, blanket Sales Orders can be created in Deacom using either the "Pricing Order - Bill-to," "Pricing Order - Ship-to," or "Pricing Order - Billing Group" types since the concepts and features used in these Order Types match those of the blanket sales agreements. Blanket Sales Orders can also use the "Quote" Order Type.
  • Pricing Order - Billing Group - This type of order sets pricing for any Bill-to records assigned to the Billing Group indicated on the Pricing Order - Billing Group. These orders are a part of the Deacom Pricing Hierarchy. Pricing Order - Billing Group is only used if no other Pricing Orders are applicable. Pricing for a Billing Group will apply to any bill-tos in that group. The use of this order type is useful for situations when Bill-to records in the same billing group have same pricing for a variety of different items. As indicated previously, blanket Sales Orders can be created in Deacom using the "Pricing Order - Billing Group" type.
• Progress Billing Invoice - Order that is used for invoices generated from progress billings.
• Quote - Orders that have not been approved by the customer can be marked as Quotes, which cannot be shipped and are not subject to credit checking. Once the customer has accepted the order, users with access to "Sales Orders - edit quotes " can change the Order Type to one which allows further processing, like Sales Order.
• Recurring - The Recurring Sales Order process can be used whenever the same, or nearly the same, Sales Order is issued over and over again. Note that Recurring Sales Orders are currently only available in Deacom web versions. One application for Recurring Sales Orders is maintenance contracts that include preventative maintenance on a regularly scheduled interval. Two fields are available on the Sales Order Dates tab to support the Recurring Sales Order process: Recurring Type - select days, weeks, or months. Recurring Interval - interval for the Recurring Sales Order based on the selection made above. Once the Recurring Sales Order has been created, the Due to Ship Date will be the date of the first occurrence of this Sales Order. Once the initial Recurring Order(s) has been created, subsequent Recurring Orders are released via Sales > Recurring Orders.
• Sales Order - Orders that are ready to be shipped. If credit checking is active (System > Options > Sales 1 tab, "Use Credit Limits for Order Entry" check box), then the customer’s credit will be checked before saving as a Sales Order.
• Seasonal - Orders that will be shipped in the future based on an anticipated first due to ship date. The Seasonal Sales Orders report in Sales > Order Reporting allows users to mass update the due to ship date for all seasonal orders filtered on the report. Useful in situations where companies may need to change the due to ship date on large quantities of orders based on changes in production or fulfillment timelines. The security settings "Sales - seasonal sales orders" and "Sales orders - edit seasonal" must be set to yes in order for users to create and modify seasonal orders.

Memo field used to store notes regarding the order and are normally printed on all sales documents.

Memo field used to display the history of what has occurred on this order, including which users saved, shipped, invoiced, and applied payment(s). Information on when prints outs and document groups where printed are also stored in this field.

Search field used to select the Currency in which the order will be invoiced and paid.

Displays the Currency conversion rate, as defined on the Currency record, if a Currency other than USD is selected.

• This rate will be updated at the time of invoicing so that when viewing the Sales Order, the system displays the exchange rate from when the SO was invoiced.

Displays the total cost of the Sales Order in the Currency selected.

• Terms, such as 2% 10 N 30, are not factored into this amount.

If checked, when saved as a Quote, or Sales Order, a production Job is created for all Parts on the Sales Order that are flagged as "Make to Order" on their Item Master Properties tab.

• There is security to control whether individual Users or groups can create Jobs from Quotes.
• Multiple Jobs can be created if multiple Phases are selected on the Sales Order lines and "Split Jobs by Phase" is checked in Production > Options > Scheduling tab.
• When creating header Jobs, the Job Due date will default to the Sales Order header Due to Ship date.

Used to enter a description of the order.

Used as an additional field for a description of the order or, if importing information via the "Import" button, populates with the directory path to the file used.

• The caption for this field is hard coded and cannot be changed.
• If populated, this value will be printed as the recipient for a FedEx label. Otherwise, it is the Order Contact name, Ship-To contact name, or Ship-To/Bill-To company name in that order.

Indicates the Progress Billing to which this Sales Order is linked.

Indicates the Project, used to group orders that represent work performed to complete or fulfill a specific piece of work, to which this Sales Order is linked.

• The Sales Order Management "Project Detail" report can be used to obtain pricing, quantity, and order vs. shipped balance information for orders associated with Projects.

Indicates the Freight Type which will be used to determine charges related to shipping the materials.

Indicates the Ship Via Method with which material will be shipped. Deacom offers different types of configuration options regarding Ship Via Methods as listed below:

• When entering an order via DSD, the "Ship Via" will populate based on the selection on the Ship-to's Order Defaults tab. However, when shipping an order via DSD, the "Ship Via" on the order will be set as specified in the Route Options form in DSD before starting the route.
• Only Ship Via Methods not flagged as "Approval Required" or those added to the selected Ship-to's Authorized Ship Via Methods tab will be available to choose.
• Sales Order information gathering makes Ship Via information available to reports and triggers before an order is shipped.
• When a Sales Order or Master Order is created or modified, and saved, a Service Type validation check is now automatically performed to ensure that any Ship Via(s) with a FedEx Service Type attached to the order is valid for the selected Ship-To Address(es). A typical example for FedEx is Next Day and Next Day Priority. Rural address often does not support AM delivery, but can use Next Day PM delivery.
• Facility and order type (sales or purchase order) restrictions can be defined for Ship Via Methods.

Displays the Sales Order to which this order is linked.

• If a Sales Order is specified in this field and the "Copy Order" button is clicked, the system will skip the order search box and instead display a mover form with all lines from the selected Sales Order.
• Required field to use the "Return Lots From Linked SO" flag in Sale Options > Misc1 tab. This field allows the user to easily return lots on a linked Sales Order.

Defines the Facility from which invoicing for this order will occur.

• Only used for orders with an "Order Type" of "Cross-Facility".

Defines the Ship-to Company that will be used as the Ship-From.

• The "Restrict Ship-From Companies to Ship-To Assignments" flag on the Bill-to's Ship-to Companies tab determines which Ship-to's may be used as Ship-From's.

Indicates the priority of the order, used for scheduling purposes on the Sales Calendar.

• A default of 5 is used, but may be set to any number 1 or higher, with 1 being the highest priority.

Displays the total weight of materials on the order, as defined by the "Unit Weight" on the Item Master Calcs tab of each Part multiplied by the quantity ordered.

Displays the total tare weight of the order, as defined on the Item Master Calcs tab of each Part multiplied by the quantity ordered.

Displays the sum of the "Net Weight" and "Tare Weight" fields.

Displays the Authorized Buyer, as indicated on the Ship-to's Authorized Buyers tab.

Indicates the CRM Company to which the selected Bill-to/Ship-to are linked.

Indicates the Contact Person, linked to the "Contact" selected, to be used as a point of contact for this order.

• FedEx will use the "best" Contact for the shipping label, which is either:
  • The Contact Person selected in this field, if the record contains a "Name" and "Phone".
  • The "Contact" listed on the Ship-to Company, if the record contains a name and "Phone".

Indicates the Document Group for this Sales Order. Defaults from the Ship-to Company, but can be changed.

Defines the Billing Group to which this order is linked, for sales and billing analysis.

Defines the Broker who will receive commissions for this Sales Order.

Defines the GL account that will be debited when this order is invoiced.

• Defaults based on the "AR" account selected in Accounting > Options > Accounts Receivable tab and any configured overrides.

Memo field used to store internal notes for this order.

• May be updated after the order is shipped, allowing it to be used for AR notes and other information.

Used when shipping with FedEx and UPS to define the Shipping Account for the selected Ship-to Company/Bill-to Company to which shipping fees will be charged. The shipping accounts available for selection depend on how the accounts are configured on the "Shipping Accounts" tab via Sales > Customers and the Ship Via indicated on the Misc 1 tab. Example: If the Ship Via is set to a FedEx type, only FedEx options will be available for selection.

Searchbox for Group Numbers assigned to orders; orders in each group are assigned the same Group Number. This allows the user to clear or assign a different group number to the order.

Indicates the Dock from which the items on the order will be shipped, based on the Facility selected.

• Used in connection with the Dock Calendar.

Used in conjunction with Inter-Company Transfers to indicate the Dock where the items will be received, based on the "Transfer Facility" defined on the Ship-to's Order Defaults tab.

• Only available for selection once order has been initially saved.
• Used in connection with the Dock Calendar.

Search fields used to select user-defined data regarding the order.

• Captions for these fields are managed via System > Maintenance > Captions.

Displays the Job Number linked to this order used for billing purposes

• Only used when, in the From Inventory form accessed via the "From Inventory" button, "Type" is set to "Job Finishes".

Displays the "Total Order" amount from the General 1 tab.

Defines the Category of Parts to be priced by Single Order Pricing.

• If left empty, then Single Order Pricing affects all items on the Sales Order except for those with the Item Master Properties tab "Single Order Pricing" flag not checked.

Defines the Sub-Category of Parts to be priced by Single Order Pricing.

Pick list used to select the type of Single Order Pricing to be applied to the selected Category and Sub-Category of Parts. Options are:

• Current Price Plus $ - Price is set to the current price plus (or minus, if negative) the chosen currency amount.
• Current Price Plus % - Price is set to the current price plus (or minus, if negative) the chosen percentage.
• Line Average Cost Plus Margin - Price is set to provide the chosen margin relative to the average cost of current inventory for the selected line on the order.
• Line Last Cost Plus Margin - Price is set to provide the chosen margin relative to the last cost of production or purchase for the selected line on the order.
• Line Quoted Cost Plus Margin - Price is set to provide the chosen margin relative to the quoted cost for the selected line on the order.
• Line Standard Cost Plus Margin - Price is set to provide the chosen margin relative to the standard cost for the selected line on the order.
• List Minus $ - Price is set to the item master list price minus (or plus, if negative) the chosen currency amount.
• List Minus % - Price is set to the item master list price minus (or plus, if negative) the chosen percentage.
• None - Price is set to the default pricing for each line, based on the standard pricing rule hierarchy.
• Order Average Cost Plus Margin - Price is set to provide the chosen margin relative to the average cost.
• Order Last Cost Plus Margin - Price is set to provide the chosen margin relative to the last cost.
• Order Quoted Cost Plus Margin - Price is set to provide the chosen margin relative to the quoted cost.
• Order Standard Cost Plus Margin - Price is set to provide the chosen margin relative to the standard cost.
• Set Total Order $ - Price is set to the chosen currency amount for each line on the order. The new line extension is calculated as [(Old Line Extension / Old Filtered Total) * New Filtered Total].
• Set Total Order $ With Tax - Price including tax amounts are set to the chosen currency amount.

Defines the margin, percentage, or currency amount for the "Special Pricing" method selected.

• Margins and percentages are expressed in whole numbers. A 10% increase would be expressed as 10.00.

If checked, indicates that the minimum quantity required on Pricing Orders is in effect.

If checked, the prices for the items specified on a Pricing Order will only apply to orders created in the same Facility.

• If not checked, item prices will apply to all Facilities.
• Only enabled when the "Order Type" is set to a "Pricing Order" option.

Displays the Non-tax Revenue of the selected Category and Sub-Category after Special Pricing is applied.

Displays the Average Cost of the selected Category and Sub-Category after Special Pricing is applied.

Displays the Average Profit of the selected Category and Sub-Category after Special Pricing is applied.

Displays the Average Profit Margin of the selected Category and Sub-Category after Special Pricing is applied.

Displays the Standard Cost of the selected Category and Sub-Category after Special Pricing is applied.

Displays the Standard Profit of the selected Category and Sub-Category after Special Pricing is applied.

System date that is populated when the order becomes/is set to one of the following order types: "Sales Order", "Drop Shipment", or "Master Order". This date is populated by the system and cannot be changed.

The date that the Sales Order was placed. Defaults to the current date, but can be changed.

User-defined dates to indicate items such as Wanted Date, Promised Date, Confirmed Date, Released Date, etc.

• Captions for these fields are managed via System > Maintenance > Captions.
• Sales Date 1 (to_wanted) generally corresponds to the request delivery date for most use cases.
• Sales Date 3 (to_dueship) is set to "Due to Ship (MRP)" by default and is used extensively by the Deacom system for order fulfillment calculations and inventory forecasting.
  • In MRP, calculations are based on this date. Sales and Forecast Orders use this date to determine into which bucket the demand based on this order will be displayed.
  • If a Sales, Drop Shipment, or Forecast Order does not have a Due to Ship date, it will not appear in MRP unless the MRP report is run with a "Bucket Type" of "All" and starting and ending dates are not selected.
  • In the Dock Calendar, this date defines when available Dock space is required for shipping of the items on the order.
  • Facility Transfer Lead Times may be specified using Facility Relationships. When configured, the Due to Ship date on Inter-Company Transfers created via MRP will be the Demand/Requirement Date minus the Facility Transfer Lead Time, if one is specified. The Demand/Requirement Date refers to the start date of the order driving demand for the item(s).
  • The Sales Date 3 is used to represent the first occurrence when using Recurring Sales Orders in Deacom.
  • Sales Orders may be manually linked to Job lines via the Edit Job Part form. In this case, the Due to Ship date will automatically update to the Job's Planned Finish date unless the Production > Options > Scheduling "Synchronize Job Dates To Linked Sales Orders" flag is not checked. Note also that changing the due to ship date will automatically update the dates on associated linked jobs.
  • When utilizing the Project field in MRP to filter results, this field must be populated to display any sales orders when a Bucket Type other than "All" is selected.

Indicates the date that the cash for this order is expected to be received.

• Used in conjunction with the Accounting Reporting "Anticipated Cash Receipts" report, which is used to show receivables by financial period.

Indicates the date a collection call should be initiated if cash has not yet been received for the order.

Used in conjunction with Pricing Orders to indicate the date that Item Pricing will expire.

Indicates the date the order is expected to arrive at the destination Facility and used by MRP to determine when the inventory is scheduled to arrive.

• Used in connection with Inter-Company Transfers only.
• If left empty, the Shipped date is used.
• If the order has not yet been shipped, the Due to Ship date is used.
• This date may be changed after an order has been shipped, via the "Modify Info" button when viewing the order via Sales Order Reporting.

Indicates the expected time the order will be delivered to the customer location. This date may be changed after an order has been shipped, via the "Modify Info" button when viewing the order via Sales Order Reporting.

Used in connection with the Dock Calendar to indicate the time of day that the order is planned to leave the loading Dock.

Pick list used in conjunction with the "Recurring Interval" to select if the order should recur on a daily, weekly, or monthly basis.

• Only available when using an "Order Type" of "Recurring".

Search field used to select the Territory that is assigned to the sales order.

• Users have the option to remove a Territory at the sales order level. In this case, the add, modify, and delete buttons can be used to manually add sales representatives.

Search field used to select the Sales Rep that is responsible for the Sales Order and will receive commission.

• Multiple Sales Reps may be assigned as long as the percentages add to 100.

Indicates the percent of the commission amount the selected Sales Rep will receive.

Search field used to select the Sales Assignment Category for which the selected Sales Rep is responsible for on this order.

If checked, this Sales Rep is considered the primary rep for the selected order.

• The "lc_primarysrep" field can be added to most sales reports and print outs which will show Primary Sales Rep, if there is one, or otherwise display nothing.

Opens the Pricing Information form, which is used to view all Deal Pricing rules that apply to this Sales Order line.

• The Sales Order Header, as well as the User Fields for the Sales Order line, are available for Deal Pricing expressions.
• Calculated field/variables on the pricing information form include:
  • ListPrice - pr_lispric
  • PrFact - factor to convert from pr_unid -> pr_prunid
  • DealPriceFactor - factor to convert from pr_prunid -> de_unid
  • ConvertPrice - if fcid = 0, then 1, else de_typenum
  • Factor - de_typenum
  • PriceFactor - factor to convert from pr_unid -> pr_prunid
  • SaleFactor - factor to convert from pr_prunid -> pr_salunid
  • price - ((ListPrice * PrFact / DealPriceFactor / ConvertPrice) - Factor) * DealPriceFactor / PrFact * ConvertPrice
  • unitprice - price * PriceFactor * SaleFactor

Opens the pricing report from Sales Order Management for the item selected on the sales order line.

• If a saved pre-filter is selected in the "Pricing Report Pre-Filter" in the Sales > Options > Other tab, that pre-filter will be used when generating the pricing report.

Generates an Inventory "History" report for the item selected.

• Users may drill down into any of the transactions that have added or removed inventory for this item.

Used to calculate the earliest available inventory date for the Part specified, based on On Hand, Sales Orders, Purchase Orders, and Jobs, and populates the "Promised Date" field on the Dates tab of the Sales Order line.

• Specifically, the calculation takes into account base on hand (end of time) + Purchases + Jobs - Sales.
  • For Purchase Orders, the pu_duedock is used to estimate arrival.
  • For Jobs, the jo_planfinish is used.
  • For Sales Orders, the or_dueship is used.

Generates a Basic Item Availability report which shows the quantities by Part by Facility that are On Hand, Reserved, Pending QC, and pending receipt, finish, or shipment on POs, Jobs, and SOs, respectively.

• Credit Memos are not taken into consideration in the "-Sales" column.
• The buttons available to this report are used to drill into the details behind the quantities displayed.
• Useful in situations where users need to see all items in the same "family" or other selection criteria.
• For Parts with an "Order Type" of "Kitted", the system will display the availability of the individual components within the kit.
• The "View" pick list on this form allows the inclusion of Substitutes.
• The "View" pick list contains the "Item - Customer Specific QC" option, which will be set by default if the "Cust. Part Number" field is populated, and a QC Group exists for that customer part. This view results in the the On Hand column only displaying the quantity of lots for this item where the QC values meet the minimums and maximums on the Customer Part QC Group.
• The "Zero Items" pick list may be used to display the items available for sale in any Facility, even if there is zero on hand, which is helpful if a company needs to see what sizes are potentially available. That way, they can say they have other sizes available, though not on hand, and can do a pack down or possibly make the size needed.

Generates a Sales Order Management "Order Detail" report for this item and customer, which shows dates ad historical prices.

• Users may drill down into any of this Customer's previous Sales Orders for more details.
• This button displays Drop Shipment order detail history in addition to Sales Order detail history.

If clicked, displays the Notes for this item from its Item Master General 1 tab.

If clicked, opens the Feature form, which is used to view or modify the Features and Endpoints of Parts with an "Order Type" of "Feature" on their Item Master General 1 tab.

Opens the Custom BOM form, which is used to create a custom bill of materials for the selected line item.

• Custom BOMs can be manual modifications to permanent BOMs, imported from engineering information, or generated by the configuration of Feature items.

Displays the system-generated line number.

Search field used to select the Part being sold.

• Specifically, the list is filtered to only show items that are on the Restricted Selling list at the Bill-to, Ship-to, or Facility level. This applies to Category, Sub-category, and Part-exclusion Restricted Selling.
• When modifying the Facility on a Sales Order, the system checks to make sure all lines have a Facility item specified, if the part is flagged to "Require Facility Entry" on its Item Master Properties tab.
• The "Lead Time" (pr_orddays) field and "Make to Order" (pr_makeord) flag from the Item Master MRP and Properties tabs, respectively, are available to all Part Number Searchboxes. This is useful for Customer Service teams and aids in quickly determining when they can promise shipment to a customer during Sales Order entry.
• If any inactive parts are found when saving, the user is notified and asked if they would like to continue saving. This check occurs regardless of if this is a new or modified order, and regardless of "Order Type".
• When adding non-stocked Parts to a Sales Order, the system will not check to ensure that the "Revenue" account of the item has a COGS ID since the part is not stocked.
• The "Restrict Parts By Facility" field on the User Restrictions form is available. If this field is checked, and the user has a Facility or Facility Group restriction, only part numbers with an active item facility record matching their Facility or Facility Group restriction will be displayed in this field.

The amount of the Part being sold, in "Sales Units".

• Populates based on the "SO Quantity", must be greater than or equal to the "Min Saleable", and must be a multiple of the "Incremental SO Qty", all defined on the Part's Item Master MRP tab.
• Users with the security option "Sales Orders -- allow non-incremental quantities" set to Yes are permitted to enter non-incremental quantities and will be alerted with a prompt.

The price for a single "Pricing Unit" of the selected Part.

Displays the extended price of the line, calculated as Quantity * Unit Price / Pricing Factor (or Total Catch Weight) * Quantity Per.

• If the "Pricing Unit" and "Sales Unit" are different, then the system cannot use the UOM table to make the calculation since the necessary information (weight, density, etc.) is stored on the Item Master Calcs tab. In this case, the system will use the unit weight if the UOM "Type" is "Weight", unit volume if "Volume", etc.

Displays the Description of the Part selected.

Displays the Units in which the Part is stocked, as defined on the Part's Item Master header.

The Units in which the Part is priced.

Displays the default Sales Unit of the Part selected.

• Users with the security setting "Sales Orders -- edit sales unit" set to yes may change this value.
• Item Master records contain a restricted sales unit option on the Units tab which may be used in connection with this field. (Note that the security setting, "Sales Orders -- override restricted sales units" , if set to "Yes", allows users to override the restriction.)

Displays the quantity per "Stock Unit" of the item, represented by the Factor on the Unit.

Populates based on the "Retail Code" entered on the selected Part's Item Master General 1 tab.

Search field used to select a Customer Part Cross Reference.

• Allows the user to select from a smaller group of customer-specific parts, and put the customer’s part number and description on Invoices, Delivery tickets, and Packing Lists.

Search field used to select a UPC Number, as defined on the Part's Item Master UPC Numbers tab.

Search field used to select a Part to use as a Substitute for the originally selected Part, based on the records on the original Part's Item Master Substitutes tab.

Indicates the user-defined Part number, which is required for Parts with an "Order Type" of "Special Order".

• If entered, replaces the Part Number on Sales Documents like the Invoice and Delivery ticket.
• Automatically loaded with individual truss labels when importing engineering files.
• Users should add the name of the Vendor and Vendor part number, if known, in this field to help with selecting Special Order lines during the Special Orders process.

Defines the account, typically Revenue, for this Sales Order line.

• The security option "Sales orders -- allow non revenue accounts on lines" is available, and when set to Yes, the system will display all accounts, and the user may select any account in this field, not just Revenue accounts.
• The security option "Sales orders -- change revenue account" is also available to prevent users from modifying the account defaulted in the "Credit Sales To" field. This is useful if companies know in advance what items will contain non-revenue type accounts and wish to prevent users from modifying the account during Sales Order entry. Added in situations when item masters, which will be used on Sales Orders, are set up to use an Asset or Expense account on purpose.
  • Example: Customers may have items added to the order via Promotions, which use freight expense accounts, because they see the Promotions as "paying" the customer for picking up the order and they want that "expense" to hit the same accounts as used when paying trucking companies for doing the same thing.
  • Example: Some companies may add contract work PPV items to the order which will be posted to an asset account, which the company then "sells" to the customer who contracted the work.

Displays the units in which the part will be picked in the system.

• The default for this field is provided by the picking unit on the Units tab of the Item Master record.
• If the sales unit of measure on the sales order line has "Restrict Sales Picking to Container Unit" checked, the picking unit on the order line is ignored and all reserving for that specific sales order line is done in the Container unit of measure.

Search field used primarily when entering or modifying a Credit Memo to select a Change Reason.

• Change Reasons contain a "Move Inventory To" field which specifies whether returned items will be moved to regular Inventory or Quarantine once the Credit Memo is shipped.

Defines the Service Contract associated with this Sales Order for orders used to track the fulfillment of maintenance and service work.

Defines the Service Item associated with this Sales Order, which represent the actual piece of equipment requiring maintenance per the service agreement.

• This item can be any Part flagged as "Saleable" on the Item Master Properties tab.
• This item may also be a phantom part, indicated by the "Inventory Relief Phantom" flag on the Item Master Properties tab, if the company wants to ship a piece of equipment and do maintenance on the individual components of the equipment.

Displays the on hand inventory available for this Part based on current open Sales Orders.

• For a quantity to be displayed in this field, the "On Hand Calculation" field in Sales > Options > Order Entry tab must be set to "On Hand - Open Orders".

Memo field used to define the list of allowed lots for this sales order.

• Added in version 17.04.003
• Enabled only when the "Require Lot On Relief" flag and the "Require Lot On Relief" on Item Facility records is set to "Follow Item Master".
• The lots specified in this field will be displayed on the Apply Inventory form in the main application and the Lot Chooser from in the WMS application.
• Tie in with Sales > Options - Reserve Any Allowed Lot?
• Exact match, wildcard, comma-seperated list

Allows users to set a planned quantity, that if specified, will be the quantity used for picking inventory for the order. Essentially, this field acts as a soft allocation of inventory.

• If no value is entered in this field, the Sales Order line quantity will be used for reserving instead.
• In addition, if the value in this field is greater than 0 and this line is entered on sales orders, MRP will use this value when showing demand in MRP. If the value is zero, the system will use the order quantity when showing demand in MRP.

Displays the total quantity agreed to sell to the customer via Pricing Orders.

Displays the remaining amount of "Blanket Quantity" available to be sold.

• As new lines are added to an order, and the line applies to a Blanket order, the system will immediately subtract the entered quantity off the remaining blanket quantity.
• Blanket quantities will be added back if the line is deleted, altered to have a lower quantity, or if the entire Sales Order is cancelled.
• Useful in situations where multiple lines for the same Part and blanket price are added to the order and users need to see the open blanket quantity adjusted as new lines are added

Memo field used to store notes that apply only to this specific line, which are normally printed on all sales documents.

If checked, creates a production Job to make the items on this line.

• When creating line Jobs, the Job Due date will default to the Sales Order Due to Ship date for the specified Sales Order line.

If checked, indicates this Sales Order is a Credit Memo, the customer is not returning physical product., and inventory costs will not be posted.

• This flag should not be checked if material is being physically returned by the customer (e.g. RMA).
• The security setting "Sales orders -- do not post inventory" determines whether this flag is enabled when entering a new Sales Order.
• The default value for this flag is provided by the "Do Not Post Inventory By Default" flag on the Customer record.

Determines if materials finished in make to order scenarios will be reserved to sales orders or placed into regular inventory. This field is a selection box offering the three options listed below. The default setting for this field is "Reserved". This is based on the typical make to order scenario where inventory will be directly reserved to the sales order linked to the job that fulfills the order requirements.

• Reserved - finished lots will be directly reserved to the linked sales order.
• Inventory - finished lots will not be reserved to the link sales order and may be used to reserved to other sales orders in the system.
• Staging - finished lots will be staged to the linked order and must be final staged to complete the reserved process. This option is useful in situations where inventory will be placed in a shipping area for a period of time and may require an additional confirmation, check, or reservation of the inventory in the system.

Note: The default setting for this field is set by the field of the same name on the Ship-To Company Order Defaults tab.

Specifies user-defined dates if different than those on the Sales Order header.

Used in conjunction with Pricing Orders to indicate the date that Item Pricing will expire, if different than the Sales Order header.

Indicates the time it takes to load or prepare a "Sales Unit" of the Part selected at a Dock.

• The default value for this field is based on the Unit of Measure Receipt Minutes hierarchy, detailed in Scheduling Warehouse Docks, when a quantity greater then 1 is indicated.
• The total minutes will be based on the calculation of the or_quant x un_shipmins.

Displays the "List Sale Price" of the Part as defined on its Item Master Costs 2 tab.

Displays the Deal Price of the Part for the selected line, based on the Deal Pricing parameters set.

Displays the "Average Cost" of the Part as defined on its Item Master Costs 2 tab.

• When calculating, if an item has no on hand inventory in the specified Facility, the system falls back on "Last Cost".

Displays the "Avg Cost Margin" of the Part as defined on its Item Master Costs 2 tab.

Displays the quoted costs of this item on this line.

• Defaults based on the "Acct. Std. Total" field on the Part's Item Master Costs tab.
• The security setting "Sales Order -- Show Quoted Cost" controls the ability to view and modify this field.

Display the percent margin on the Part based on the Quoted Cost.

• Defaults based on the "Acct. Margin" field on the Part's Item Master Costs 2 tab.

Displays the "Acct. Std. Cost" of the Part as defined on its Item Master Costs tab.

Displays the default standard margin of the Part based on the "Acct. Margin" field on the Part's Item Master Costs 2 tab.

Indicates the Discount percentage being applied to the line.

Displays the user that overrode a selling restriction.

• The security setting "Sales Orders -- override restricted selling" must be set to Yes for the user to override selling restrictions.

Displays the date that the user overrode a selling restriction.

Displays the method by which this line was priced, determined by the Pricing Hierarchy in effect for this line.

• This field answers the question "Where did that number come from?" regarding the price for the material.

Displays the Pricing Order number, if relevant.

• This number is stored in the "dtord" table as "or_priceordnum".

Indicates the cost associated with Freight for this line.

• The default value for this field may be provided by Deal Pricing and Pricing Orders, if either contain a "Freight Cost" amount. otherwise, the cost for freight can be manually added.

If checked, allows Pricing Order lines to consider the entire quantity in terms of the Sale Unit when checking for the minimum quantity.

• Only applicable for Pricing Orders.
• If the Sales Unit of the pricing line is "lbs" then the quantities of all order lines are converted to "lbs" and summed; if the total is greater than or equal to the quantity on the pricing line, then its price is used.
• When a Pricing Order has a line item flagged to use "Total Order Pricing" and the quantity is in a weight unit, the unit and tare weights of the items on the order are summed.

Revenue account to which the price indicated below will be posted.Sales order price allocation revenue accounts do not require, but may have, an associated COGS account. In this case, revenue accounts without a COGS account will instead fall back to the COGS account associated with the "Credit Sales To" account on the order line.

Dictates the Ship-to that the line of this Master Order is for.

Indicates the Ship Via Method with which material will be shipped for the selected line.

Indicates the Freight Type which will be used to determine charges related to shipping the materials for the selected line.

Adds lines to the Sales Order being created as listed on this form.

• If a line for Promotions exists on this form, this item will be added to the new Sales Order with the price being the sum of all Promo prices on the order being copied from.

Zeroes out the quantity for all lines listed.

Sets the quantity for all lines listed to their original amounts.

Multiplies the quantity for all lines listed by negative one, effectively either switching the line quantity to negative (if it was originally positive) or positive (if it was originally negative).

Opens the order being used to copy in view mode.

If clicked, the "Start Date" field on this form will be set to the first day of this month, and the "End Date" on this form will be set to last day of this month.

If clicked, the "Start Date" field on this form will be set to the first day of last month, and the "End Date" on this form will be set to last day of last month.

If clicked, applies the charges as configured.

Pick list used to select the service type for this charge. Options are:

• Inventory On Hand
• Job Finishes
• Job Relieves - The system looks at the materials that were relieved off of a Job when a Finished Good is produced (fully produced, not just issued to).
• Labor
• PO Receipts
• PO Receipts - Bill-to - Only selects Purchase Order lines that have the same Bill-to on that specific line that is currently on the Sales Order being created and ensures that only the inventory resulting from those lines are added to the Purchase Order.
  • Useful for the purchase of pass through Purchase Order items based on the cost of the item (value of the PO).
  • Example: A company will order supplies for a customer. This supply will be passed thru to a customer at cost plus markup. This will be carried in the customers inventory as a zero cost item similar to supplies that they send in. The company will then bill the customer for this supply at the cost in the month in which the supply is received.
• Received IC Xfers - The system will pull inventory based on Inter-Company Transfers, Transfer Facility, Part Filter, and Date Range. For non-stocked Parts, the system pulls quantity from orders based on Transfer Received Date and Transfer Facility.
• SO Shipments

Pick list used to select the type of order for this charge. Only available when "Type" is set to "PO Receipts", "PO Receipts - Bill-to", or "SO Shipments". Options are:

• Cross-Facility
• Inter-Company Transfer
• Purchase Order
• Sales Order
• Transfer and Hold

Pick list used to select how charges are applied. Only available when "Type" is set to "PO Receipts" or "PO Receipts - Bill-to". Options are:

• Received
• System Invoiced - The system will only include POs with the matching system invoice date.
• Vendor Invoiced - The system will only include POs with the matching vendor invoice date.

Defines the date range of items that will be considered when applying charges.

Pick list used to select if charges will be for a specific Category or for Customer Parts.

Search field used to select the Category of Parts to which charges will be applied.

Search field used to select the Sub-Category of Parts to which charges will be applied.

Option to display and, if necessary, prevent duplicate mass billing for From Inventory charges. Options are:

• Allow - (default) - system will generate From Inventory charges as before.
• Prevent - system will check to see if any of the From Inventory charges for lines on Sales Orders or Recurring orders already exist in the From Inventory (dtfrominv) table, and if so, the system will generate the following prompt for each duplicate/conflict: "The charges being generated were previously added to <<order(s) number(s)>>. Do you want to continue?". If the user selects "Yes", the system will generate the duplicate charges. If "No" is selected, the system will not generate those charges. Note: for recurring orders, if "No" is checked, the system will not generate charges for those customers with duplicates, but will continue to generate charges for any customers where duplicate charges were not found.
  • Duplicate check logic:
    • Charges will be checked against the bill-to and ship-to on the order as customer parts may exist at both levels.
    • Charges will be checked against the facility on the existing order and new order as the same charges could be generated in different warehouses.

Search field used to select a Labor Group to which charges will be applied. Only available when "Type" is set to "Labor".

Pick list used to determine how charges will be grouped and applied based on the Category or Sub-Category selected. Options are:

• By Part: A line will be added to the order for each Part that drove the From Inventory charge.
• By Transaction: A line will be added to the order for each PO, SO, and Job received on, shipped on, and produced on/issued to, respectively,
  • Instead of adding the original Part Number to these lines, the original transaction number is added.
• Summarized: All of the inventory shipped/received/produced in a date range adds one line to the order, as long as all of the inventory has the same From Inventory Part.

Example: FINI1 and FINI2 both have Billing1 as their From Inventory Part and FINI3 has Billing2 as its From Inventory Part.

• Scenario 1: The following is produced: 100 FINI1, 50 FINI2, and 25 FINI3.
  • If "Lines" is set to "Summarized", charges would display as 150 Billing1 and 25 Billing2.
  • If "Lines" is set to "By Part", charges would display as 100 Billing1, another line for 50 Billing1, and another line for 25 Billing2.
• Scenario 2: The following is produced: 100 FINI1 on Job 1, 50 FINI1 on Job 2, and 25 FINI1 on Job 3.
  • If "Lines" is set to "Summarized", charges would display as one line for 175 Billing1.
  • If "Lines" is set to "By Transaction", charges would display as 1 line for 100 with Job 1 in the notes, 1 line for 50 with Job 2 in the notes, and 1 line for 25 with Job 3 in the notes, all for Billing1.

Datebox that is only enabled when 'Ship And Invoice Non-Stock Orders' is true. Required when enabled. Default to the end date when enabled.

Posts the pre-payment as detailed and completes the order entry process.

If clicked, allows the operator to run an EMV credit card. Disabled when using NET1 CC Processor.

If clicked, allows credits to be applied even when making a new order. Enabled only when the security 'Sales orders - apply credits to new orders' is set to Yes.

• Beginning in version 17.02.018, the Apply Credit process can be used when paying with a credit card and using the NET1 credit card processor. Once credits have been applied using the Cash Receipt form (described in the section below), users will be returned to the Invoice/Pre-Payment form. The remaining balance will be updated for the order being entered. Once the user clicks "Save", the Net1 payment process and form will be initiated.

Displays the remaining amount that is due for the order, equates to the "Order Amount" less any payments made.

Displays the total sum of the cash discounts being applied.

Calculated as the Balance Due less any Cash Discounts.

Indicates the date with which the pre-payment will be posted.

Indicates the amount being pre-paid.

Indicates the change due, if any, to the customer.

Used as a reference number for the payment being posted.

Search field used to select an existing credit card stored on the Bill-to record.

Search field used to select a Payment Type that will be used to process the pre-payment.

If the Payment Type selected has the "Validation ID Required" flag checked, this field becomes active and requires a Validation ID, usually a driver's license number, to post payment against the order.

• If the Validation ID presented is listed in the Validation IDs table, the payment will be accepted.

Search field used to select a cash account from the Chart of Accounts against which this payment will be debited.

If checked, a receipt for the payment will be printed once "Save" is clicked.

If checked, payment is applied to the order, but it is not shipped nor invoiced.

• Defaults based on the "Pre-Payment" flag status of the Terms selected on the order being entered.
• If a partial pre-payment is posted, once the order is invoiced, the pre-payment amount is transferred from the pre-payment account to a regular payment account.
• If an order is fully pre-paid, upon invoicing the order is marked as paid.
• Used for partial payments or for situations in which items are paid for in advance but picked up later.

If checked, the discount indicated on the Terms of the order(s) will be applied regardless of the "Discount Cut-Off" indicated on the Terms.

Applies the credit to the order and returns the user to the Invoice/Pre-Payment form.

If clicked, allows users to enter appropriate remarks.

Opens the Payment Deductions form, which is used to modify the amount to be applied to the order selected in the Invoices to Pay section.

Unavailable when applying credits during order entry, since users will be applying the selected credit(s) in full.This button, which is also available via Accounting > Cash Receipts, was designed for use when applying partial credit amounts.

Only applies when the job contains a "Subsequent Job". Resets the "New Due Date", "New Planned Start", and "New Planned Finish" dates on this grid with the original (old) values in the "Due Date", "Planned Start", and "Planned Finish" dates on this form.

• Allows users to change dates on the job they are modifying but keep all other linked (subsequent) job dates as they were. Allows for more flexibility by not requiring subsequent job(s) to be updated to the new dates on the original job.

Job Number(s) of any linked jobs.

Deacom Part Number for the linked job line.

Job Due Date - updated to reflect changes made to sales order order due to ship date.

Applies the original "Due Date" when clicking the "Reset Dates" button on this form.

Job Planned Start Date - updated to reflect changes made to sales order order due to ship date.

Applies the original "Planned Start" when clicking the "Reset Dates" button on this form.

Job Planned Finish Date - updated to reflect changes made to sales order order due to ship date.

Job line number from linked jobs.

Deacom Part Number for the linked job line.

Deacom Part Number description.

Originally job line quantity. Display only.