General Information
Default Menu Location: Maintain >> System Manager >> Rule Maintenance >> Sales Order Types (SOTYPE)
Screen Name: RULEM
Function: Sales Order Types are used for a wide variety of things in Order Entry and Invoicing. Types allow you to separate orders, change the SO and Invoice form, prefixes, invoice status, revenue and COGS coding, etc.
How to add a new Sales Order Type
1. Open the Rule Maintenance Screen (Maintain--> System --> Rule Maintenance)
2. Select 'Sale Order Types' from the drop down menu.
3. Click the ADD button, and fill in corresponding fields (details below).
Fields
Text1 = Name (20)
Text2 = Code (1)
Text3 = Sales Order Form Name
Text4 = SOC Questions to Exclude
Enter SOC Report Codes separated by exclamation points (e.g. A!B!C!D!E!W!)
Text5 = Invoice Form
Text6 = GL Group
Text7 = Held For
Text8 = Prefix
Prepend characters onto the Sales Order number.
Text9 = Invoice Status
Linked to the Invoice Status rule (INVOICESTAT)
Num1 = Suppress SE / Never auto-create SE (1= yes, 0 = no)
Num2 = Change Order (1 = change order, 0 = not)
Num3 = Low GM% Limit
Num4 = High GM% Limit
Leave as zero to ignore limits. See
ECR 21985 for more information.
Num5 = Exclude from Usage Calculations
Num6 = Check for Duplicate type on Project.
Log1 = Default
Log2 = Allocate Inventory
Log3 = Group Like Items. This controls whether or not lines with the same item are combined on the invoice if 'Default' is selected in the Combine Like Items section of the Print Invoice screen.
Log4 = Skip Invoice Printing
Log5 = Skip COD Check
Log6 = Hide Line by default
Log7 = Hide Price by default
Log8 = Drop Ship by default
Log9 = Create Invoice from Load Shipping Event
Log10 = Check for freight line. This will prevent saving the sales order until an freight line is added to the order.
