Page History: Sales Order Types (Overflow)
Compare Page Revisions
Page Revision: Fri, 25 Sep 2020 08:43
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.
