Sales Order Types

There are 21 order types that can be used on the Sales side of Deacom, each of which is explained below.

Note: Deacomdoes 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.

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.

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, Sales Engineering, 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. The process of performing QC on returned materials is detailed in the "QC Testing On Sales Order Return" section via Purchasing > QC Result Entry. The steps necessary to enter a Credit Memo in Deacomare covered on the Managing Customer Complaints and Returns page.

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. Additional information on the purchasing portion is available via Purchasing > Drop Shipments and Using Drop Ship Purchase Orders.

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. See the Using Inter-Company Transfers and Shipping and Receiving Inter-Company Transfers pages for additional information.

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

Available starting with version 15.05.006, 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, Sales Engineering, 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. See the "DeacomPricing Hierarchy" page to understand how these orders are used in connection with other pricing options and the "Using Pricing Orders" page for details on how to setup Ship-From Company Pricing Orders.

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 Deacomusing 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. Additional information on blanket Sales Orders is available via the Configuring Sales Pricing Using Pricing Orders page.

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 Deacomusing 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. Additional information on blanket Sales Orders is available via the "Configuring Sales Pricing Using Pricing Orders" page.

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 DeacomPricing 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 Deacomusing the "Pricing Order - Billing Group" type. Additional information on blanket Sales Orders is available via the Configuring Sales Pricing Using Pricing Orders page.

Information on creating Pricing Orders is available via the Configuring Sales Pricing Rules page.

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 Engineering or 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 Deacomweb versions. One application for Recurring Sales Orders is maintenance contracts that include preventative maintenance on a regularly scheduled interval. Additional information on recurring orders and preventative maintenance is available via the Managing Service Contracts page.

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 Order

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.

SO Engineering

Orders that have been approved by the customer, but require detailed engineering or design work before further processing, can be marked as Sales Engineering. Sales Engineering Orders cannot be shipped and are not subject to credit checking. Once the engineering work has been completed, users with access to "Sales orders -- edit SO engineering" can change the Order Type to Sales Order for production and shipping.

Order Type Prefixes

  • Block Order - To_ordtype=k (Beginning in version 17.02.006, Block Orders are no longer an order type/feature in Deacom)

  • Canceled Order - To_ordtype=d

  • Cross-facility - To_ordtype=s and to_invwaid <> 0

  • Complaint - To_ordtype=c

  • Credit Hold - To_ordtype=h

  • Drop Shipment - To_ordtype=r

  • Forecast - To_ordtype=f

  • Internet Sale - To_ordtype=i

  • Inter-company Transfer -To_ordtype=m

  • Master Order - To_ordtype =w

  • Order on Hold - To_ordtype=l

  • Order Template - To_ordtype=t

  • Payment on Account - To_ordtype=a

  • Pricing Order-Bill to - To_ordtype=p

  • Pricing Order-Ship to - To_ordtype=z

  • Pricing Order-Billing Group - To_ordtype=y

  • Progress Billing Invoice - To_ordtype=b

  • Quote - To_ordtype=q

  • Sales Order - To_ordtype=s (Note - "Child" orders belonging to Master Orders also have a prefix of "s" but have the to_masterordnum and or_masterorid fields populated.)

  • Seasonal - To_ordtype = o

  • SO Engineering - To_ordtype=e

Note: In later versions of Deacom, users can right click on the "Order Type" caption which opens the information box for this field. Then, users can click the "Options" field to see the Order Type Prefixes.