Sales Orders Preferences

Form ID: (SO101000)

This form holds the settings that affect the functionality related to sales orders, including processing, posting, and approval settings.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

General Tab

You can use this tab to select the default order types and price validation options, as well as to specify the processing options for shipments and documents related to sales orders.

Table 1. Data Entry Settings Section
Element	Description
Default Sales Order Type	The type of sales order that will appear as the default sales order type on the Sales Orders (SO301000) form.
Default Transfer Order Type	The type of transfer order that will appear as the default transfer order type on the Sales Orders form. This element appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Shipment Numbering Sequence	The numbering sequence to be used to assign IDs to shipments when a new shipment is created by using the Shipments (SO302000) form. This box is available only if the Inventory feature is enabled on the Enable/Disable Features form.
Picking Worksheet Numbering Sequence	The numbering sequence to be used to assign IDs to picking worksheets created by using the Create Pick Lists (SO503050) form. This box is available only if the Advanced Picking feature is enabled on the Enable/Disable Features form.
Advanced Availability Validation	A check box that indicates (if selected) that a shipment document cannot be saved if the updated available quantity of any item listed on the document will result in a negative value. This check box is available only if the Inventory feature is enabled on the Enable/Disable Features form.

Table 2. Price Settings Section
Element	Description
Validate Min. Markup	An option that controls whether the minimum markup, which is specified on the Price/Cost tab of the Stock Items (IN202500) form for stock items and on the similar tab of the Non-Stock Items (IN202000) form for non-stock items, will be validated when the user manually enters a unit price on a sales order, an invoice, or the Sales Prices (AR202000) form. Select one of the following options: No Validation: To not perform minimum markup validation for prices that users enter on documents. Warning: To display warnings when users enter prices that don't meet the minimum markup requirement. Set to Minimum: To automatically set prices to the values that ensure the minimum markup when users enter prices that have a markup percentage lower than the minimum. Note: The system does not perform minimal markup validation for order lines in which Receipt is specified in the Operation column on the Sales Orders form, and for transfer order lines.
Use a Price Adjustment Multiplier	A check box that (if selected) causes the system to calculate prices for non-base units of measure by using the price adjustment factor along with the conversion factor. If the check box is cleared, the system ignores the price adjustment factor when calculating prices. This check box is available only if the Inventory feature is enabled on the Enable/Disable Features form.
Ignore Min. Markup Validation for Prices Specific To	A group of check boxes that represent the groups of prices copied from sales price lists to sales order lines. If a check box is selected, the system skips the minimum markup validation for the group of prices; if the check box is cleared, the system performs this validation. The following check boxes are available in this group: Customer: If this check box is selected, the system skips minimum markup validation for customer-specific unit prices in sales order lines. Customer Price Class: If this check box is selected, the system skips minimum markup validation for customer class-specific unit prices in sales order lines. Promotional Prices: If this check box is selected, the system skips minimum markup validation for promotional unit prices (of any price type) in sales order lines. If Validate Min. Markup is set to Warning, the system does not show the minimum gross profit warning for the lines with the prices of the types, for which the check boxes listed above are selected. If the Validate Min. Markup is set to Set to Minimum, the system does not reset the unit prices to the minimum markup values and does not show the minimum gross profit warning for the lines with the prices of the types for which the check boxes listed in this group are selected. Note: If a price belongs to two of the categories represented by these check boxes (for example, a promotional customer-specific price), the system will not validate the price if at least one of the applicable check boxes is selected.

Table 3. Freight Calculation Settings Section
This section appears only if the *Inventory* feature is enabled on the Enable/Disable Features form.
Element	Description
Freight Allocation on Partial Shipping	For partial shipments, the way the freight amount should be allocated among shipments: Full Amount First Time: To assign the total freight amount (that is, the freight price and the premium freight price, if one is specified) to the first shipment created for the order. Allocate Proportionally: To distribute the freight price and the premium freight price, if one is specified, among shipments proportionally to the amounts of the partial shipments.

Table 4. Shipment Settings Section
Element	Description
Free Item Shipping	The way the free items should be distributed among partial shipments of all the goods specified in the sales order. Select one of the following options: Proportional: The free items should be distributed among shipments proportionally to the amounts of each shipment. Note: If the total quantity of free items on all partial shipments for the order is less than the quantity initially calculated for the applicable group discount (which may happen because the system rounds the free item quantity down on each partial shipment), you can add the missing quantity of the free item manually to any of the partial shipments. On Last Shipment: The total quantity of the free items are included in the last shipment of the sales order. The free items are added with a quantity of zero to the shipment if this is not the last shipment of the sales order, and upon confirmation of this shipment, the line with free items disappears. This element is available only if the Customer Discounts feature is enabled on the Enable/Disable Features form.
Hold Shipments on Entry	A check box that indicates (if selected) that a newly created shipment will have the On Hold status by default. This check box is available only if the Inventory feature is enabled on the Enable/Disable Features form.
Validate Shipment Total on Confirmation	A check box that indicates (if selected) that the shipment confirmation can be saved only after you enter the shipment total in the Control Total box. This check box is available only if the Inventory feature is enabled on the Enable/Disable Features form.
Add Zero Lines for Items Not in Stock	A check box that indicates (if selected) that pick lists and shipments will be generated with lines for items currently not in stock for orders of an order type for which shipping of negative stock is not allowed. You can select this check box if you have classes of stock items for which a negative quantity is allowed, but you don't want to rely completely on availability data (in some cases, although the system shows an item as not in stock, the quantities required for a shipment may be available for some reason). Then in the orders of this order type, for order lines with the Back Order Allowed shipping rule, a zero-quantity line will be added to a shipment if the item is not in stock; you can manually enter the quantity of the item that is actually available. See Shipping Rule Combinations. You can also select this option so that customers can view the lines for items that were ordered but not shipped. This check box is available only if the Inventory feature is enabled on the Enable/Disable Features form.
Create Zero Shipments	A check box that indicates (if selected) that a shipment can be created even if there are no available items for any lines. We do not recommend selecting this check box if in your organization, shipments are generally created automatically by using the Process Orders (SO501000) form. This check box is available only if the Inventory feature is enabled on the Enable/Disable Features form.

Table 5. Invoice Settings Section
Element	Description
Hold Invoices on Failed Credit Check	A check box that indicates (if selected) that an edited invoice can be saved only with the On Hold status if the customer fails the credit check.
Use Shipment Date for Invoice Date	A check box that you select if you want the shipment dates to appear in invoices as invoice dates. If the check box is cleared, the current business date will be used as the default date for invoices when they are automatically generated for confirmed shipments. This check box is available only if the Inventory feature is enabled on the Enable/Disable Features form.

Table 6. Posting Settings Section
This section appears only if the *Inventory* feature is enabled on the Enable/Disable Features form.
Element	Description
Automatically Release IN Documents	A check box that indicates (if selected) that the automatic release of inventory documents generated on release of the sales-related documents is allowed. If the check box is not selected, the inventory documents generated on release of the sales-related documents should be manually released in the inventory functional area.

Table 7. Intercompany Order Settings Section
This section appears only if the *Inter-Branch Transactions* feature is enabled on the Enable/Disable Features form.
Element	Description
Default Type for Intercompany Sales	The default type of the sales orders generated for intercompany purchase orders.
Default Type for Intercompany Returns	The default type of the return sales orders generated for intercompany PO returns.
Disable Adding Items to Order	The check box that defines whether the following actions and buttons are available on the Sales Orders (SO301000) form for intercompany sales and return orders generated from purchase orders or receipts: Add Invoice Add Items Add Matrix Items Add Row Delete Row When the check box is selected, the listed actions and buttons are unavailable in intercompany sales and return orders. The check box does not affect the return orders of the PR type.
Disable Editing Prices and Discounts	The check box that defines whether the you can edit the Unit Price, Manual Price, Ext. Price, Discount Amount, Discount Code, and Manual Discount columns in intercompany sales orders generated from a purchase order, and in related invoices on Sales Orders and Invoices (SO303000) forms. When the check box is selected, the editing of the listed column is unavailable in intercompany sales orders generated from a purchase order. The check box does not affect the return orders.

Table 8. Related Item Settings Section
Element	Description
Show Only Available Items	This check box defines whether the system performs validation of the available quantity of related items and suggests only related items that are available on the Details tab of the Sales Orders (SO301000) and Invoices (SO303000) forms. By default, this check box is cleared.

Table 9. Sales Profitability Settings SectionThis section is available only if the *Kit Assembly* feature is enabled on the Enable/Disable Features form.
Element	Description
Cost Calculation Basis for Non-Stock Kits	The cost the system should use for non-stock kits in sales profitability reports. Select one of the following options: Stock Component Cost: The system uses the sum of the costs of the kit's stock components. Non-Stock Kit Standard Cost: The system uses the standard current cost of the non-stock kit. Non-Stock Kit Standard Cost Plus Stock Component Cost: The system calculates the sum of the standard current cost of a non-stock kit and the costs of the stock components of this kit. Note: The costs of stock components of a non-stock kit are updated on release of the inventory issue generated for the SO invoice with this non-stock kit. For more information, see Inventory Item Kits.

Approval Tab

You use this tab to configure approvals for sales orders of order types for which approval is supported. For more information, see Order Types. This tab includes the Require Approval check box and a table that lists the approval maps to be used (if the check box is selected) to assign sales orders of different types to employees for approval.

This tab is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.

Table 10. Require Approval Element
Element	Description
Require Approval	A check box that indicates (if selected) that the listed approval maps will be used to assign documents for approvals. If the check box is cleared, no approvals are required and no approval maps listed in the table will be used for the assignment of approvals.

Table 11. Table Columns
You use this table to select the approval maps to be used for specific types of sales orders. You specify one map for an order type if sequential approval is required and you can specify more than one map for any order type if multiple parallel approvals are required for orders of this type.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
SO Type	The type of order for which assignment for approval will be performed. Select one of the following predefined order types: IN: To assign approval maps to be used for orders of the IN order type SO: To assign approval maps to be used for orders of the SO type CS: To assign approval maps to be used for orders of the CS type SA: To assign approval maps to be used for orders of the SA type TR: To assign approval maps to be used for orders of the TR type QT: To assign approval maps to be used for orders of the QT type CM: To assign approval maps to be used for orders of the CM type Note: An order type appears in this list only if the Supports Approval check box is selected for the type on the Order Types form.
Approval Map	The map to be used for the orders of the specified order type. To create or modify an approval map, use the Assignment and Approval Maps (EP203000) form.
Pending Approval Notification	The notification template that the system uses to generate notification emails for employees who approve sales orders. An employee receives a notification about a pending approval when a sales order requires approval from this employee. For more information, see Approving Documents.

Mailing & Printing Tab

The Mailing & Printing tab contains the list of the predefined mailings for customers. Mailings are used to print documents or send electronic versions of documents (by email) to customers and to company employees who oversee operations with customers. The reporting settings specified here are used as default values for mailing and printing the settings of customer classes, which in turn provide the default values for mailing and printing configured for particular customers. Emails for active mailings will be sent to customer contacts and company employees when a user invokes the action specific to the mailing. Such emails can contain sales orders, pick lists, shipment confirmations, invoices, or dunning letters. For an overview of this functionality, see Mailings for Customers.

You can modify predefined mailings or add new custom mailings. To add a new custom mailing to be used for customers, you need to define automation steps for the forms on which specific documents are created or processed.

The tab includes the Default Sources table, with the list of mailings, and the Default Recipients table, with the list of recipient types.

Table 12. Default Sources TableBy using the Default Sources table, you can create a list of active mailings that can be used for customers. You can select the report or an email template (notification template) to be used as the body of the emails generated for the mailing.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Active	A check box that indicates (if selected) that this mailing is active. Only active mailings can be used.
Mailing ID	The unique identifier of the mailing. An alphanumeric string of up to 10 characters can be used. Select one of the following predefined mailings, which are designed to inform users and external contacts about the particular events: Pick List: A pick list being created for an order Quote: A change in the status of a quote Sales Order: A changes to a sales order Shipment: The confirmation of a shipment SO Invoice: A Sales Orders invoice that is ready to be released
Branch	The ID of the branch for which the documents are printed using the Default Printer. If the branch is not specified, the Default Printer is used for documents of all branches.
Default Email Account	The system email account to be used by default for the mailing. If no account is specified, the default system account will be used.
Default Printer	The printer to be used by default for printing operations. This column is available only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form.
Report ID	The identifier of the sales-related report to be used as the email's body (if a report is used for this mailing). Select the report from the list.
Notification Template	The email template to be used to generate the body of the email (if an email template is used for this mailing). CAUTION: For each mailing, you can use only one of the options as the body of the email: a report, or an notification template (email template).
Ship Via	The identifier of the carrier whose labels will be printed on the printer selected in the Default Printer column.
Format	The format in which the report (if applicable) will be sent by default if a recipient has no other preferences. Select one of the following options:HTML, Excel, or PDF.
Recipients	The way the system specifies recipients in the generated email. The following options are available: Add Recipients: On the generation of an email to which these settings apply, the system will copy the recipients specified for the selected notification template, if one has been specified for the mailing, and from the Default Recipients table on this tab. Override Recipients: On the generation of an email to which these settings apply, the recipients will be copied only from the Default Recipients table on this tab. The recipients specified in the notification template or report associated with the mailing will not be included in the generated email.

Table 13. Default Recipients TableYou use this table to create and modify the list of default recipient types for the mailing selected in the Default Sources area.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Active	A check box that indicates (if selected) that this contact or contact type is active. Only active recipients receive the emails.
Contact Type	The type of contact to receive emails generated for the mailing. Select one of the following: Account Email: Contacts specified as primary contacts of particular customers, or customers of specific classes Remittance: Contacts specified as remittance contacts of particular customers, or customers of specific classes Account Location Email: Contacts specified as the shipping contacts of particular customers, or customers of specific classes Employee: An employee of your company who handles the documents of (or is otherwise associated with) the customer class or customer
Contact ID	The identifier of the recipient. A particular recipient can be selected only if Employee was specified as the Contact Type. This employee will receive all the emails generated for the selected mailing.
Format	The format in which the report (if applicable) will be sent. Select one of the following options: HTML, Excel, or PDF.
Add To	The To, CC, and BCC options, which are available in this column, determine the element in which the recipient will be included in the generated email.

Warehouse Management Tab

By using the settings on this tab, you can configure the workflow of the automated fulfillment operations. This tab is displayed only if the Warehouse Management and Fulfilment features are enabled on the Enable/Disable Features (CS100000) form.

The settings on this tab are branch-specific; the system uses the settings specified on this tab for a particular branch as the default settings for all users working in this branch. A user can override some of these settings (for his or her own user account) in the Settings dialog box on the Pick, Pack, and Ship (SO302020) form.

Table 14. Fulfillment Workflow SectionBy using the settings in this section, you can define which fulfillment operations can be performed in an automated manner by using a barcode scanner.
Element	Description
Display the Pick Tab	A check box that indicates (if selected) that the Pick tab is shown on the Pick, Pack, and Ship (SO302020) form. If the check box is cleared, the Pick tab is not shown; a user can process items that are being packaged without picking them.
Display the Pack Tab	A check box that indicates (if selected) that the Pack tab is shown on the Pick, Pack, and Ship form. If the check box is cleared, the Pack tab is not shown; a user can process items that are being picked without packing them.
Display the Ship Tab	A check box that indicates (if selected) that the Ship tab is shown on the Pick, Pack, and Ship form. If the check box is cleared, the Ship tab is not shown; the shipments are processed with the default shipping options specified on the Shipping tab of the Shipments (SO302000) form.
Display the Scan Log Tab	A check box that indicates (if selected) that the Scan Log tab is shown on the Pick, Pack, and Ship form. If the check box is cleared, the Scan Log tab is not shown.

Table 15. Fulfillment Settings SectionBy using the settings in this section, you can configure the workflow of the automated fulfillment operations.
Element	Description
Short Shipment Confirmation	The system responds when a user tries to confirm a partial (short) shipment on the Pick, Pack, and Ship (SO302020) form. You can select one of the following values: Forbid: The system displays an error message, and the user cannot confirm the partial shipment. You select this value if shipments must always be complete, according to the shipping policies of your organization. Allow with Warning: The system displays a warning, but the user can confirm a partial shipment. If the user confirms the partial shipment, he or she must confirm the shipment again. The system then changes the status of the shipment to Confirmed, marks the boxes of the shipment as Confirmed, and removes the lines that have not been picked. You select this value if the shipping policies of your organization permit users to confirm partial shipments in some situations, but you want to prevent users from the accidental confirmation of partial shipments.
Order Shipment Lines by Location's	The way the system will order the lines of shipments included in a picking worksheet. You can select one of the following values: Pick Priority: The system orders the shipment lines by the pick priority of the locations specified in these lines. Path Priority: The system orders the shipment lines by the path priority of the locations specified in these lines. This box is available only if the Advanced Picking feature is enabled on the Enable/Disable Features form.
Use Default Quantity	A check box that defines to which document lines the system uses the quantity manually specified by a user who has invoked the Set Qty. action on the form toolbar of the Pick, Pack, and Ship form (or entered the `*qty` command in the Scan box of this form). If the check box is selected, the system specifies the quantity entered by the user by default for all lines in a currently processed document. If the check box is cleared, the quantity entered by the user is specified in the currently processed line only.
Use Explicit Line Confirmation	A check box that indicates (if selected) that a user has to confirm the entry of each processed line with the `*ok` command. If this check box is cleared, no explicit confirmation for each processed line is needed.
Use Carts for Picking	A check box that indicates (if selected) that carts are used in the process of picking items, which means that during this process, a user loads goods to a cart, and then packs them from the cart to selected box. If the check box is cleared, carts are not used for picking items. This box is available only if the Cart Tracking feature is enabled on the Enable/Disable Features form.
Use Default Location	A check box that indicates (if selected) that the warehouse location for each item is copied from the shipment line. If the check box is cleared, a user must scan the location barcode before scanning the item barcodes.
Use Default Lot/Serial Nbr.	A check box that indicates (if selected) that the lot or serial number for each item is copied from the shipment line. If the check box is cleared, a user must scan the barcode of the lot or serial number after scanning the item barcodes. This check box is available only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
Print Shipment Confirmation Automatically	A check box that indicates (if selected) that the system automatically prints a shipment confirmation, by using the DeviceHub application, for the shipment being processed. This check box is available only if the DeviceHub feature is enabled on the Enable/Disable Features form.
Print Shipment Labels Automatically	A check box that indicates (if selected) that the system automatically prints labels, by using the DeviceHub application, for the packages included in the shipment being processed. This check box is available only if the DeviceHub feature is enabled on the Enable/Disable Features form.
Print Commercial Invoices Automatically	A check box that indicates (if selected) that the commercial invoice for an international shipment with the ShipEngine carrier service is printed automatically as soon as the shipment is confirmed on the Pick, Pack, and Ship (SO302020) form. The state of this check box also determines the default state of the Print Commercial Invoices Automatically check box on the Settings dialog box of the Pick, Pack, and Ship (SO302020) form. This check box is available only if the DeviceHub feature is enabled on the Enable/Disable Features form.
Confirm Weight for Each Package	A check box that indicates (if selected) that in Pack mode on the Pick, Pack, and Ship form, a user must enter the `OK` command twice: to confirm the packaging of the box, and to confirm the entered weight. If the check box is cleared, the weight is calculated automatically for each box as the sum of the weights of the items packed in the particular box. When a user scans the next box ID, the system confirms the previously packed box, which means that the user does not have to enter the `OK` command to confirm the packaging of the box and the weight of the box.
Request Location for Each Item	A check box that indicates (if selected) that on the Pick, Pack, and Ship form, during the picking of the items, the system prompts a user to scan the barcode of the shipping location before the user scans the barcode for each stock item. If the check box is cleared, the user first scans the barcode of a shipping location and then scans as many barcodes as are necessary for stock items to be picked from this location. To start picking items from another location, the user scans the barcode of this location before scanning the item barcodes.
Confirm Tote Selection on Wave Picking	A check box that indicates (if selected) that when a user is picking a part of a wave on the Pick, Pack, and Ship form, the system prompts the user to scan the barcode of the tote to confirm that the items have been put into the tote. If the check box is cleared, when a user scans the item barcode, the system automatically adds the item to the tote assigned to the shipment for which this item is being picked. This check box is available only if the Advanced Picking feature is enabled on the Enable/Disable Features form.
Add Totes to Shipments on the Fly	A check box that indicates (if selected) that pickers can assign multiple totes to a shipment or to multiple shipments in a pick list when they pick items for a pick list of the Single-Shipment or Wave type on the Pick, Pack, and Ship (SO302020) form.
Print Packing Slips with Pick Lists	A check box that indicates (if selected) that when a user initiates the printing of pick lists for a picking worksheet, the system will also include packing slips in the document being printed. If the check box is cleared, the system prints pick lists only. This check box is available only if the Advanced Picking feature is enabled on the Enable/Disable Features form.