Which Preferences are common to all Quotes,Sales Orders,& Invoices?

The following Company Setup & Preferences are common to the functionality of the Quotes, Sales Orders, & Invoices forms and are found in the Sales/Invoicing (1) tab:

1. Default Bill To Search By: The default searching method used to find the right Bill To record.  

2. Default Ship To Search By: The default searching method used to find the right Ship To record.

3. Default Type of Line Items: The default type of line items that will be selected when a new transaction is started.  For example, this auto selects the Type of Sales Order drop down box on the Sales Order.

4. # of Lines: This option automatically selects the number of lines to display on the Quotes, Sales Order, and Invoices line items section.

5. Default Item Search By: The default searching method used to find the right Item Number (sku) when entering line items.

6. Default Quick Display: The default Quick Display that we will be displayed, if any.  (The Quick Display is information that is selected the displayed on the left side of Quotes, Sales Orders, and Invoices when you press the Quick Display button).

7. Default EDI Order Type: This auto fills in the Default Transaction Type drop-down box located on the EDI Info - Quick Display form (on Sales Orders).

8. Automatically place customers on credit hold when they exceed their credit limit: When entering a new Quote, Sales Order, or Invoice, this option will auto scan all open Invoices for the selected Bill To record to see if the company has exceeded their credit limit.  

Note: Depending on the number of Invoices in your system and the speed of your hardware, this option may slow down the process of order entry.

1. Automatically place customers on credit hold when they exceed their credit days: When entering a new Quote, Sales Order, or Invoice, this option will auto scan all open Invoices for the selected Bill To record to see if the company has any invoices that are past due, when compared to the company's credit days selected.

Note: Depending on the number of Invoices in your system and the speed of your hardware, this option may slow down the process of order entry.

1. Auto Pop-Up Customer General Notes: This option will cause a pop-form to display all General Notes entered in the Bill To Customer notes (on the notes tab of the customer record).  The form will not pop-up if the notes are empty.

2. Use Fast Order Entry: If you have set the Default Type of Line Items option (above) to a type that displays more than one row of fields for each line item or if you have selected a number greater than 1 on the # of Lines (above), you may want to select this option.  When entering line items, this option causes the system to automatically skip to the next line item when you have reached the end of the first row of fields (avoiding the need to tab through more fields than necessary to enter the next line item).

3. Auto-Fill Ship Qty With Order Qty: This option speeds up order entry by automatically filling in the Qty Ship field.  The Qty Ship field is the field that actually causes the inventory to perpetually decrease when a Sales Order is being entered.

4. Pop Down Category Box on Item Detail: This option display a Item Category to appear (right before the Item field) to narrow down the items displayed in the Item drop-down box to only those that match a specific category of items.

5. Mark All Transactions As 'To Print' When Created: This auto marks the 'To Print' checkbox on each Quote, Sales Order, and Invoice, which simplifies the process of printing a batch of transactions all at once.

6. Other Charges Taxable: This option determines if the value entered in the Other Charges field is taxable.

7. Freight Taxable: This option determines if the value entered in the Freight field is taxable.

8. Lock Order Date Field: This option determines if the Order Date field will be locked.

9. Lock Salesman Field: This option determines if the Order Date field will be locked.

10. Restrict Tax Exempt Sales (available for tax-exempt customers only): This option will cause the system to double check to see if the customer has the tax exempt option selected before allowing a user to remove or change the tax rate code auto selected.

11. Use Cost Code Method of Costing (applicable to Category Sales Orders and Invoices only): This option causes the system to search for an item Cost Code rather the FIFO, LIFO, or Average Costing method.

Note: Cost codes are entered the Cost Code field on the Matrix Pricing table displayed on the Product & Service Inventory Management form.  Cost Codes can also be entered on the fly on a Category type of order.

1. Check for Customer Tax and Pricing Type: This option causes the system to double check, before entering line items, to see if the customer has been assigned a default Sales Tax code and a Default Pricing option.

2. Default Address Format: This option allows you to easily customize which fields will be printed out on printed Quotes, Sales Orders, Invoices, etc.

3. Number of Decimal Places - for Quantity Fields: This option allows you to define how many decimals places will be inserted to the right of the decimal for values entered in the quantity fields.

4. Number of Decimal Places - for Price Fields: This option allows you to define how many decimals places will be inserted to the right of the decimal for values entered in the price fields.

5. Recreate Editable Assembly Item Description When Components Change: This option allows you to have the system prompt to dynamically recreate the main line item description for an Assembly Item that has been edited (on the fly).  This saves the time to have to determine what needs to be added to or omitted from the main description.

Topic ID: A1035

Topic ID: A1040

Topic ID: A1048