Sales Order Types: To Configure the QT Order Type

In the following implementation activity, you will learn how to set up and activate the QT order type for processing orders with the Quote automation behavior.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you are an implementation manager for the SweetLife Fruits & Jams company, and you need to give users the ability to record quote for a planned sale of products and services to customers. You need to set up and activate the QT order type in the system.

Process Overview

In this activity, you will set up and activate the QT order type on the Order Types (SO201000) form.

System Preparation

Before you start setting up and activating the order type, you should do the following:

  1. Launch the MYOB Advanced website with the U100 dataset preloaded, and sign in to the system as implementation manager Kimberly Gibbs by using the gibbs username and the 123 password.
  2. On the Enable/Disable Features (CS100000) form, make sure that the Inventory and Order Management feature is enabled.

Step: Setting Up and Activating an Order Type

To set up and activate the QT order type, do the following:

  1. Open the QT order type on the Order Types (SO201000) form.
  2. On the General tab, do the following:
    • In the Days To Keep box (Order Settings section), type 14.
    • In the Freight Account box (Posting Settings section), specify 40010 (Sales – Freight).
  3. In the Summary area, select the Active check box.
  4. On the form toolbar, click Save.