General Information
Default Menu Location Maintain >> System >> Rule Maintenance
Function The Sales Order Types (Overflow) rule contains additional sales order type rule settings that do not fit in the original Sales Order Types rule.
Rule Setup – Text Fields
SO Type Code: Enter the SO Type letter code that matches the code from the Sales Order Types rule.
AR GL Account: Enter GL Account to use for AR transactions for this sales order type. This is only used if you are controlling AR accounts by sales order type.
ADJ2 SO Form: Specify the form file name in ADJ2 to default that SO forms for the associated sales order type.
Rule Setup – Number Fields
No Number Fields In UseRule Setup – Logic Fields
Zero Prices (Log 1): Checking this box will force all items to be added to the sales order with a price of zero. This feature is useful for customer service or goodwill type orders where the order is always zero dollars.
WIP Building (Log 2): Works with time and material based production processes, specifically the HOLDWIPFULL setup option. Check this box for the sales order type that should hold WIP details until the line 1 building item is shipped. This is a highly custom solution and should not be checked unless advised by ABIS personnel.
Job Cost Rpt (Log 3): Checking this box will include invoices created from the associated sales order type on the Project Job Cost Report (JOBREPORT1).
Req Quote (Log 4): Checking this box will disallow users from manually creating Sales Orders of that type and display a message letting them know that a quote must be created first.
No Process AMS (Log 5): Checking this box will prevent these order types from being processed by any rollformer integration.
No Connex Bundling (Log 6): Checking this box will allows users to skip the Connex Bundling process for the sales order type selected. This does not prevent bundles from being created after production (see Log 9), it only stops the bundling screen from appearing during the S2P process so that bundles can be defined in Connex.
Building Type (Log 7): Used to indicate that the Adjutant 20/20 SO Form should use the Building template.
Component Type (Log 8):Used to indicate that the Adjutant 20/20 SO Form should use the Component template.
No Bundles (Log 9): Checking this box will prevent Adjutant from creating bundles based on returned production data from Connex for the sales order type selected.
Req. Comment (Log10): Requires a Comment option to be selected before saving a Sales Order.
