Sales Order Types: To Configure the SO Order Type

In the following implementation activity, you will learn how to configure and activate the SO order type.

Attention:

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

If you want to perform this activity in an out-of-the-box company instead of creating a tenant with the dataset, you need to prepare a company with the basic settings, as described in Company Without Branches: General Information.

Video Tutorial

This video shows you the common process but may contain less detail than the activity has. If you want to repeat the activity on your own or you are preparing to take the certification exam, we recommend that you follow the instructions in the activity steps.

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Story

Suppose that you are an implementation manager for the SweetLife Fruits & Jams company, and you need to configure the sales orders for processing sales of items with shipping. You need to configure and activate the SO order type in the system.

Process Overview

In this activity, you will configure and activate the SO order type on the Order Types (SO201000) form.

System Preparation

Before you start configuring and activating order types, you should do the following:

  1. Launch the MYOB Advanced website with the U100 Basic Company 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 and Inventory features are enabled.

Step: Configuring and Activating an Order Type

To configure and activate the SO order type, do the following:

  1. Open the SO order type on the Order Types (SO201000) form.
  2. On the General tab, do the following:
    1. In the Order Settings section, clear the Calculate Freight check box because you do not need to calculate freight charges for the sales orders.
    2. In the Posting Settings section, in the Freight Account box, specify 40010 (Sales – Freight).
  3. In the Summary area, select the Active check box.
  4. On the form toolbar, click Save.

Activity Recap

In this activity, we have illustrated how an implementation manager has configured the SO order type for the processing of sales of items with shipping.