Order Types
Form ID: (SO201000)
You can use this form to view the settings of the available order types. MYOB Acumatica provides predefined order types to cover the most common order types, and the settings of any type can be changed to meet your company's needs. For descriptions of the predefined order types, see Sales Order Types: General Information.
If the Custom Order Types feature is enabled on the Enable/Disable Features (CS100000) form, you can create a new order type based on any of the predefined order templates, or create a new order type from scratch. For details about creating custom order types, see Custom Sales Order Types.
On the Sales Orders (SO301000) form, users can create orders of all active types: the types predefined in MYOB Acumatica, and any custom order types (if this feature is enabled in your system).
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
Summary Area
This area provides summary information about the order type. In this area, you can select an available order type and view and edit its settings.
| Element | Description |
|---|---|
| Order Type | The identifier of the order type, which is a two-character
alphanumeric string. MYOB Acumatica provides the following predefined order types:
|
| Active | A check box that indicates (if selected) that the order type is active, which means that users can create documents of the type. |
| Description | The brief description of the order type. |
| Order Template | The order template that the order type is based on. The following predefined templates
are available:
If the Custom Order Types feature is enabled on the Enable/Disable Features (CS100000) form, you can create a new order type based on any of the predefined order templates, or create a new order type from scratch. For details about creating custom order types, see Custom Sales Order Types. |
General Tab
This tab contains settings that hold details about the order type.
| Element | Description |
|---|---|
| Order Numbering Sequence | The numbering sequence to be used to automatically generate reference numbers for documents of this type. |
| Days To Keep |
The number of days documents of the type should be kept in the system before they can be selected for canceling on the Process Orders (SO501000) form. Based on this date, the Cancel By date on the Sales Orders (SO301000) form is calculated. If the value is 0, this date is equal to the current business date. |
| Hold Orders on Entry | A check box that indicates (if selected) that the system should save documents of the type with the On Hold status by default. |
| Hold Document on Failed Credit Check | A check box that indicates (if selected) that the system will
change the status of the order to Credit Hold if the customer
fails the credit check. The credit check is performed each time the
order is saved. This check box is available for editing if the selected order type has the Sales Order, Invoice, Mixed Order, or RMA Order automation behavior specified on the Template tab of the current form. |
| Remove Credit Hold on Payment Application |
A check box that indicates (if selected) that the system will automatically remove a sales order of the type from credit hold when a payment has been applied to the full order amount. The system automatically selects this check box when a user selects Hold Documents on Failed Credit Check for the order type, but you can clear it. If you clear the Remove Credit Hold on Payment Application check box for the order type, the Credit Hold status will remain unchanged in the sales order when the payment has been applied to the full order amount. In this case, the user can change the Credit Hold status in either of the following ways:
Attention:
If the customer specified in a sales order
has the Credit Hold status on the Customers (AR303000) form, the
sales order cannot be moved from the Credit Hold status.
It maintains this status even if the Remove Credit
Hold on Payment Application check box is
selected for the order type on the current form and a payment
has been applied to the full order amount. The status of the
order can be changed only when the customer's status is no
longer Credit Hold. |
| Require Control Total | A check box that indicates (if selected) that the user must type the control total in an order of the type on the Sales Orders (SO301000) form to be able to save this order with the Open status. |
| Bill Separately | A check box that indicates (if selected) that each order of this
type should be billed separately from other orders of the same type.
This check box is available for editing if the selected order type has the Sales Order or Invoice automation behavior specified on the Template tab of the current form. For an order type with the RMA Order or Credit Memo automation behavior, this check box is available for editing if AR Document Type has a value other than No Update on the Template tab. For an order type with the Mixed Order automation behavior, this check box is selected by default and unavailable for editing. |
| Ship Separately | A check box that indicates (if selected) that the goods for each
order of this type should be shipped separately from goods for other
orders of the same type. Note: Orders of the type for which the
Ship Separately check box is selected
can still be consolidated to a single shipment if you manually
add them by clicking Add Order on the
table toolbar of the Details tab of the
Shipments (SO302000)
form. This check box appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form. |
| Calculate Freight |
A check box that indicates (if selected) that the freight for each order of this type should be calculated. |
| Ship in Full if Negative Stock Is Allowed |
A check box that indicates (if selected) that the system will create a shipment that includes stock items for which a negative quantity is allowed for the entire line quantity, regardless of whether this quantity is in stock. A negative quantity is allowed for an item if it belongs to an item class that has the Allow Negative Quantity check box selected on the Item Classes (IN201000) form. This setting is applicable to sales order lines with stock items that are not serialized and to sales order lines with serialized items that have the When Used assignment method. |
| Disable Automatic Discount Update |
A check box that indicates (if selected) that the system treats already-applied discounts to an order of the type as manual. When a user runs discount recalculation or adds new lines to the order on the Sales Orders form, the system preserves the set of applied discounts; it checks whether these discounts are still applicable for the order, but does not apply any other new discounts to the order. If a user manually changes any of the discountable amounts or quantities in the order, the system recalculates the fixed set of applied discounts based on these changes. If the check box is cleared for the order type, the system refreshes all automatic line, group, and document discounts. |
| Recalculate Discount on Partial Shipment |
A check box that indicates (if selected) that if an order of the type is shipped partially, the system should recalculate the discount for each shipment based on each shipment amount or shipment quantity. Note:
Recalculation does not involve discounts that consist of free
items. This check box is available only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form. This check box appears if the order type has the Sales Order, Invoice, Credit Memo, Mixed Order, or RMA Order automation behavior specified on the Template tab of the current form. |
| Disable Automatic Tax Calculation |
A check box that indicates (if selected) that the system will select the Disable Automatic Tax Calculation check box by default on the Financial tab (Financial Information section) of the Sales Orders (SO301000) form for new sales orders of the current type. The check box can be selected for the order types that will be used for orders imported from e-сommerce stores, or for orders in which taxes will be specified manually. This check box appears if the order type has the Sales Order, Invoice, Quote, Credit Memo, Mixed Order, or RMA Order automation behavior specified on the Template tab of the current form. |
| Allow Refund Before Return |
A check box that indicates (if selected) that a refund can be created on the Sales Orders (SO301000) form for a sales order of the selected type that has the Open status. If the order type has the RMA Order or Credit Memo automation behavior, this check box is available for editing if AR Document Type contains a value other than No Update and in the Operations table, there is no active operation of the Issue type. If the order type has the Mixed Order automation behavior, this check box is selected by default and unavailable for editing. |
| Require Customer Order Nbr. | A check box that indicates (if selected) that users must fill in
the Customer Order Nbr. box on the Sales Orders form when they are
entering new orders of this type. In this case, the system generates
an error if the Customer Order Nbr. box is
not filled in and validates the entered number for uniqueness, based
on the option selected in the Customer Order Nbr.
Validation box of the current form. If this check
box is cleared, the system does not ensure that the customer order
number is specified and does not validate customer order numbers
when an order of the type is saved. This check box appears if the order type has the Sales Order, Invoice, Quote, Credit Memo, Mixed Order, or RMA Order automation behavior specified on the Template tab of the current form. If the order type has the Transfer Order automation behavior specified, this check box is cleared by default and unavailable for editing. |
| Customer Order Nbr. Validation | The way the system validates the customer order number that the
user enters on the Sales Orders
form in a sales order of this type. You can select one of the
following values:
This box is available for editing if the Require Customer Order Nbr. check box is selected. If the check box is cleared, the Allow Duplicates option is selected and cannot be changed. |
| Element | Description |
|---|---|
| Copy Notes |
A check box that indicates (if selected) that when an order of this type is copied to an order of another type, the system should also copy any notes for the order. This check box appears if the order type has the Sales Order, Invoice, Quote, Credit Memo, Mixed Order, Transfer Order, or RMA Order automation behavior. |
| Copy Attachments |
A check box that indicates (if selected) that when an order of this type is copied to an order of another type, the system should also copy any attachments to the order. This check box appears if the order type has the Sales Order, Invoice, Quote, Credit Memo, Mixed Order, Transfer Order, or RMA Order automation behavior. |
| Copy Header Notes to Shipment |
A check box that indicates (if selected) that when a shipment is created for a sales order, the system should copy the note attached to the sales order record to the shipment record. This note is attached to the record as a whole. This check box appears if the order type has the Sales Order, Transfer Order, or RMA Order automation behavior. |
| Copy Header Attachments to Shipment |
A check box that indicates (if selected) that when a shipment is created for a sales order, the system should copy any files attached to the sales order record to the shipment record. These files are attached to the record as a whole. This check box appears if the order type has the Sales Order, Transfer Order, or RMA Order automation behavior. |
| Copy Header Notes to Invoice |
A check box that indicates (if selected) that when an invoice is created for a sales order, the system should copy the note attached to the sales order record to the invoice record. This note is attached to the record as a whole. This check box appears if the order type has the Sales Order, Invoice, Credit Memo, Transfer Order, Mixed Order, or RMA Order automation behavior. This check box is unavailable if the order type has the No Update option in the AR Document Type box (Template tab) of this form. |
| Copy Header Attachments to Invoice |
A check box that indicates (if selected) that when an invoice is created for a sales order, the system should copy any files attached to the sales order record to the invoice record. These files are attached to the record as a whole. This check box appears if the order type has the Sales Order, Invoice, Credit Memo, Transfer Order, Mixed Order, or RMA Order automation behavior. This check box is unavailable if the order type has the No Update option in the AR Document Type box (Template tab) of this form. |
| Copy Line Notes to Shipment |
A check box that indicates (if selected) that when a shipment is created for a line of an order of this type, the system should copy any line notes to the shipment as shipment line notes. This check box appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form. This check box appears if the order type has the Sales Order, Transfer Order, or RMA Order automation behavior. |
| Copy Line Attachments to Shipment |
A check box that indicates (if selected) that when a shipment is created for a line of an order of this type, the system should copy any line attachments to the shipment as shipment line attachments. This check box appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form. This check box appears if the order type has the Sales Order, Transfer Order, or RMA Order automation behavior. |
| Copy Line Notes to Invoice |
A check box that indicates (if selected) that when a user creates an invoice for a line of an order of this type, the system should copy line notes to the invoice as invoice line notes. This check box appears if the order type has the Sales Order, Invoice, Credit Memo, Transfer Order, Mixed Order, or RMA Order automation behavior. This check box is unavailable if the order type has the No Update option in the AR Document Type box (Template tab) of this form. |
| Only Non-Stock |
A check box that indicates (if selected) that the system copies line notes for only non-stock line items. This check box appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form. This check box appears if the order type has the Sales Order, Invoice, Credit Memo, Transfer Order, Mixed Order, or RMA Order automation behavior. This check box is unavailable if the order type has the No Update option in the AR Document Type box (Template tab) of this form. |
| Copy Line Attachments to Invoice |
A check box that indicates (if selected) that when a user creates an invoice for a line of an order of this type, the system copies any attachments to the invoice as invoice line attachments. This check box appears if the order type has the Sales Order, Invoice, Credit Memo, Transfer Order, Mixed Order, or RMA Order automation behavior. This check box is unavailable if the order type has the No Update option in the AR Document Type box (Template tab) of this form. |
| Only Non-Stock |
A check box that indicates (if selected) that the system must copy line attachments for only non-stock line items. This check box appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form. This check box appears if the order type has the Sales Order, Invoice, Credit Memo, Transfer Order, Mixed Order, or RMA Order automation behavior. This check box is unavailable if the order type has the No Update option in the AR Document Type box (Template tab) of this form. |
| Copy Line Notes to Child Order |
A check box that indicates (if selected) that when a child order is created for a line split of an order of this type, the system should copy any line notes to the child order as child order line notes. This check box appears only for order types with the Blanket Order automation behavior. |
| Copy Line Attachments to Child Order |
A check box that indicates (if selected) that when a child order is created for a line split of an order of this type, the system should copy any line attachments to the child order as child order line attachments. This check box appears only for order types with the Blanket Order automation behavior. |
| Element | Description |
|---|---|
| Invoice Numbering Sequence | The numbering sequence to be used for generating the reference numbers for Accounts Receivable documents (invoices and credit memos) created when shipments for the order are confirmed. |
| Mark as Printed | A check box that indicates (if selected) that the documents of this type will be marked as printed before release. |
| Mark as Emailed | A check box that indicates (if selected) that the documents of this type will be marked as emailed before release. |
| Hold Invoices on Entry | A check box that indicates (if selected) that new invoices should be saved with the On Hold status by default. |
| Use Currency Rate from Sales Order | A check box that indicates (if selected) that the system copies
the currency rate from a sales order of this type to the invoice
that is created for this sales order. If you mass-create invoices
for sales orders of this type by using the Prepare Invoice
action on the Process Orders (SO501000) form, the
system consolidates the invoices based on the currency, rate type,
and particular currency rate copied from the sales order. If the check box is cleared, in invoices prepared for sales orders of this type, the system inserts the effective currency rate of the rate type that is specified in the sales order. If you mass-create invoices for sales orders of this type by using the Prepare Invoice action on the Process Orders (SO501000) form, the system consolidates the invoices based on the currency and rate type. This check box appears only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form. |
| Element | Description |
|---|---|
| Use Sales Account from | The sales account to be used for the document of this type. You
can select one of the following options:
|
| Combine Sales Sub. from |
The rule of composing a sales subaccount from other subaccounts associated with the document (those defined for the inventory item, posting class, warehouse, customer location, salesperson, and employee). To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options:
For a segment, the selected option is designated by the specific letter repeated for each character in the segment. For details, see Combined Subaccounts: General Information. |
| Freight Account |
The default account of the Income type to record freight to be charged for orders of the type. This account is used as one of the sources for the Use Freight Account from rule and as the freight account when the account defined by the rule is unavailable. For more information, see Freight Calculation. |
| Use Freight Account from |
The freight account to be used for orders of this type. You can select one of the following options:
|
| Freight Sub. | The default subaccount to record the freight for orders of this type. This subaccount is a source of segment values for the segments with the T option for the freight subaccount generated according to the Combine Freight Sub. from rule; it is also a source of segment values when other sources are unavailable. |
| Combine Freight Sub. from |
The rule of composing a freight sales subaccount from other subaccounts associated with the document. To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options:
|
| Discount Account | The default account to record discounts for orders of the type. This account is used as one of the sources for the Use Discount Account from rule; it is also used if the account defined by the rule is unavailable. |
| Use Discount Account from | The discount account to be used for a document of this type. You
can select one of the following options:
|
| Discount Sub. | (Required.) The default subaccount to record discounts on orders of the type. This subaccount is a source of segment values for the segments with the T option for the discount subaccount generated according to the Combine Discount Sub. from rule; the subaccount is also a source of segment values in case when other sources are unavailable. |
| Combine Discount Sub. from | The rule of composing a discount subaccount from other
subaccounts associated with the document (those defined for the
order type and customer location). To set up the rule, select a
segment, press F3, and select the source of the segment value, which
is one of the following options:
This element is available only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form. |
| Post Line Discounts Separately | A check box that (if selected) indicates that on release of
invoices generated for orders of this type, the GL batches will
include the following additional journal entries (with the discount
amounts) for the line discounts:
If this check box is cleared, line discount are not posted to GL. This element is available only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form. |
| Use Discount Sub. from Sales Sub. |
A check box that (if selected) indicates that discounts will be posted with sales subaccounts. This check box is available only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form and only if the Post Line Discounts Separately check box is selected. |
| Auto Write-Off | A check box that indicates (if selected) that the system will automatically adjust the discrepancy between the invoice amount and the payment amount (if it occurs for the invoice that was prepared for the order of this type with applied payment or prepayment and does not exceed the customer write-off limit) by creating a balance or credit write-off. |
| Use Shipped-Not-Invoiced Account |
A check box that indicates (if selected) that the shipped-not-invoiced account (and subaccount, if applicable) should be used for cost transactions (instead of the COGS accounts) to delay posting to COGS accounts. You can select this option if your organization processes customer invoices for shipments later than inventory issues. Then when issues are released, the costs will be temporarily recorded (as debit amounts) to the shipped-not-invoiced account (and subaccount), and on release of invoices, the costs will be moved from the shipped-not-invoiced account to the COGS (expense) account. For more details, see Shipment Processing Steps. This check box is available for editing if the order type has the Sales Order or RMA Order automation behavior. |
| Shipped-Not-Invoiced Account |
The expense account to be used as the shipped-not-invoiced account if the Use Shipped-Not-Invoiced Account check box is selected. The account selected in this box should be configured as a control account for the sales orders subledger. That is, for this account, SO should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information |
| Shipped-Not-Invoiced Sub. |
The subaccount to be used as the shipped-not-invoiced subaccount if the Use Shipped-Not-Invoiced Account check box is selected. This box is available only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form. |
| Element | Description |
|---|---|
| Use Sales Account From |
The source of the account used to record an intercompany sales
transaction. The following options can be selected:
|
| Use COGS Account From | The source of the account used to record the intercompany
inventory transactions. The following options can be selected:
|
| Element | Description |
|---|---|
| Include Returns in Inventory Planning Supply |
A check box that indicates that sales order returns in inventory planning by order type are included in the inventory planning supply. If the check box is cleared, sales order returns from MRP by order type are excluded from the inventory planning supply. |
| Element | Description |
|---|---|
| Validate Card Refunds Against Original Transactions |
A check box that indicates that only the transaction of the credit card payment applied to the invoice with the returned items can be specified as the original transaction in a refund with the credit card payment method. If the check box is cleared, a transaction from any card payment made by the customer can be specified as the original transaction in a refund with the credit card payment method. |
| Element | Description |
|---|---|
| Enable Field Services Integration |
A check box that indicates (if selected) that sales orders of this type are integrated with forms related to field services. That is, users are able to generate sales orders from service orders, appointments, and service contracts and to create service orders from sales orders. |
| Element | Description |
|---|---|
| Default Child Order Type |
The type of sales orders that the system generates when you create child orders for a blanket sales order. Only order types with the Sales Order automation behavior can be selected in this box. |
| Use Currency Rate From Blanket Order |
A check box that indicates (if selected) that the system copies the currency rate from a blanket sales order to the child order that is created for this blanket sales order. If a user changes the date of a child order, the system changes the currency rate of this child order to the effective currency rate for the selected date. This check box appears only for the order types with the Blanket Order automation behavior if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form. |
| Element | Description |
|---|---|
| Allow Production Orders - Approved |
A check box that indicates (if selected) that the system can create production orders for approved sales orders of the type. |
| Allow Production Orders - Hold |
A check box that indicates (if selected) that the system can create production orders for sales orders with the On Hold status that are assigned to the type. |
| Allow Estimating |
A check box that indicates (if selected) that users can enter estimate data in sales orders of the type. When the check box is selected, the Estimating tab is displayed on the Sales Orders (SO301000) form. We recommend that you select this check box only if the order type has a template with the Quote automation behavior. This box is displayed only if the Estimating feature is enabled on the Enable/Disable Features form. |
| Allow Configuration Entry |
A check box that indicates (if selected) that users can enter configuration data in sales orders of the type. When the check box is selected and the stock item in the sales order line has an active configuration for the warehouse specified in the line, the Configure button is available on the Details tab of the Sales Orders (SO301000) form. This box is displayed only if the Product Configurator feature is enabled on the Enable/Disable Features form. |
| Enable Warehouse On Line With Linked Production |
A check box that indicates (if selected) that the Warehouse box in the sales order lines is available for editing, and users can change it even if a production order was created for the sales order of the order type. If a user changes the warehouse for a sales order line, the warehouse in the related production order is not changed. (This is to accommodate instances where the location to ship from needs to be changed or production was done in another warehouse.) |
| MTO Order |
A check box that indicates (if selected) that the system selects the check box in the Mark for Production column on the Sales Orders (SO301000) form for a line with a stock item that has the Make to Order Item check box selected on the Stock Items (IN202500) form. |
Template Tab
This tab holds settings that control the processing of orders of the type, including what related documents the order generates, whether it requires shipment.
| Element | Description |
|---|---|
| Automation Behavior | The type of automation behavior used for the template, which can
be Sales Order, Invoice, Quote, Credit
Memo, Mixed Order, Transfer Order, RMA
Order, or Blanket Order. An automation behavior is
implemented through workflows (see Workflow API Guide and Workflow UI Guide for
details). This box is available for editing only for the CR and RR predefined order types, and for custom order types. |
| Default Operation | The default inventory operation for the order type, which can be Receipt or
Issue. This box is available for editing only for the RR order types, and for custom order types. |
| AR Document Type | The type of accounts receivable document to be generated for a sales order. If the order type has the Sales Order, Invoice, Quote, Credit Memo, Transfer Order, or RMA Order automation behavior selected, the following options are available in this box:
If the order type has the Mixed Order automation behavior selected, the Invoice/Credit Memo and Cash Sale/Cash Return options are available in this box. If the order type has the Blanket Order or Transfer Order automation behavior selected, the only available option in this box is No Update (which means that no AR documents will be created). This box is available for editing only for the CR and RR predefined order types, and for custom order types. |
| Process Shipments |
A check box that indicates (if selected) that shipments should be processed for this order type. This check box is for informational purposes only. The state of the check box is based on the automation behavior that is selected in the Automation Behavior box of the current tab. This check box appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form. |
| Require Lot/Serial Entry |
A check box that indicates (if selected) that lot or serial information for items is required for documents of this type. Items with specific lot or serial numbers are always allocated. This check box can be selected for only order types for which the Process Shipments check box is selected. This check box appears only if the Inventory and Lot and Serial Tracking features are enabled on the Enable/Disable Features (CS100000) form. This check box is available for editing if the order type has the Sales Order, Transfer Order, or RMA Order automation behavior specified on the current tab. |
| Require Stock Allocation |
A check box that indicates (if selected) that orders of this type require allocation (reservation) of stock when they are taken off hold. For orders of this type with the Require Lot/Serial Entry check box cleared, the items should be allocated even if particular lot or serial numbers are not specified on orders. The system allocates item quantity in an order of a type as follows:
Note:
If this check box is selected, you have to manually reallocate
items after replanning a back order of this order type before
further processing the order. For more information, see Back Ordering and Replanning Back Orders. This check box appears only if at least one of the following features is enabled on the Enable/Disable Features (CS100000) form: the Lot and Serial Tracking, Multiple Warehouse Locations, Sales Order to Purchase Order Link, and Inventory Replenishment. The check box is available for selection if the order type has the Sales Order, Transfer Order, RMA Order, or Blanket Order automation behavior specified on the current tab. |
| Allow Quick Process |
A check box that indicates (if selected) that a user can launch quick processing for the orders of this order type. If this check box is selected for the order type, the Quick Processing tab appears on this form. This check box appears if the order type has the Sales Order, Transfer Order, Invoice, Credit Memo, or Mixed Order automation behavior specified on the current tab. |
| Column | Description |
|---|---|
| Operation | The inventory operation to be generated for the order of the type. |
| Inventory Transaction Type | The type of inventory issue transaction generated for a document
of this type, which can be one of the following options:
You can see issue transactions on the Issues (IN302000) form. |
| Order Plan Type | The type of built-in order plan to be used for the documents of the type. |
| Shipment Plan Type | The type of built-in shipment plan to be used for the documents of the type. |
| Require Reason Code |
A check box that indicates (if selected) that a reason code is required for orders of the type. This check box is available for the Sales Order, Mixed Order, Transfer Order, and RMA Order automation behaviors. |
Quick Processing Tab
You use this tab to configure how the system should quickly process the orders of this type. You can configure quick processing if the order type has the Sales Order, Transfer Order, Invoice, Credit Memo, or Mixed Order automation behavior specified on the Template tab. The tab appears if the Allow Quick Process check box is selected for the order type on the Template tab of the current form.
| Column | Description |
|---|---|
| Open All Created Documents in New Tabs | A check box that indicates (if selected) that after quick processing an order, the system opens all generated documents in new tabs. |
| Download Created Printable Documents |
A check box that indicates (if selected) that printable documents generated during quick processing of an order will be downloaded automatically when the user navigates to the related browser tab. This check box is available for selection only if the Open All Created Documents in New Tabs check box is selected. |
| Column | Description |
|---|---|
| Create Shipment | A check box that indicates (if selected) that when quick processing is run for an
order of this type, the system creates a shipment for the
order. This check box is for informational purposes only. The state of the check box is based on the automation behavior that is selected in the Automation Behavior box of the current tab. |
| Print Pick List | A check box that indicates (if selected) that when quick processing is run for an order of this type, the system creates and prints a pick list for the order. |
| Confirm Shipment | A check box that indicates (if selected) that when quick processing is run for an
order of this type, the system confirms the shipment generated for
the order. This check box is available for editing only if the order type has the Transfer Order automation behavior. |
| Print Labels |
A check box that indicates (if selected) that when quick processing is run for an order of this type, the system prints labels for the packages included in the generated shipment. This check box is available for selection only if the Confirm Shipment check box is selected. |
| Print Shipment Confirmation |
A check box that indicates (if selected) that when quick processing is run for an order of this type, the system prints a shipment confirmation for the shipment generated for the order. This check box is available for selection only if the Confirm Shipment check box is selected. |
| Update IN |
A check box that indicates (if selected) that when quick processing is run for an order of this type, the system generates the inventory documents for confirmed shipments. This check box is available for selection only if the Confirm Shipment check box is selected. |
| Column | Description |
|---|---|
| Prepare Invoice |
A check box that indicates (if selected) that when quick processing is run for an order of this type, the system generates an invoice for the order. This check box is available for selection if the order type has the Sales Order automation behavior. If the order type has the Invoice, Credit Memo, or Mixed Order automation behavior, the check box is selected by default and unavailable for editing. |
| Print Invoice |
A check box that indicates (if selected) that when quick processing is run for an order of this type, the system prints the invoice generated for the order. If the order has the Sales Order automation behavior, this check box is available for selection only if the Prepare Invoice check box is selected. |
| Email Invoice |
A check box that indicates (if selected) that when quick processing is run for an order of this type, the system emails the generated invoice to customer. If the order has the Sales Order automation behavior, this check box is available for selection only if the Prepare Invoice check box is selected. |
| Release Invoice |
A check box that indicates (if selected) that when quick processing is run for an order of this type, the system releases the generated invoice. If the order has the Sales Order automation behavior, this check box is available for selection only if the Prepare Invoice check box is selected. |
| Column | Description |
|---|---|
| Print with DeviceHub | A check box that indicates (if selected) that when quick processing is run for an order of this type, the system generates the preview and prints all selected documents using the DeviceHub tool application. |
| Define Printer Manually | A check box that indicates that you want to specify the printer to be used for printing documents when quick processing is run for an order of this type. If the check box is cleared, the printer is automatically defined by the system. |
| Printer | The identifier of the printer to be used for printing documents when quick processing is run for an order of this type. |
| Number of Copies | The default number of copies to be printed via DeviceHub for an order of this type. |