Sales Order Types (SOTYPE)

Modified on Fri, 29 Oct 2021 09:53 by J Denniston — Categorized as: Order Entry, System Manager


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.

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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.