Defaults

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Auto Process Delivery Info

This option determines at what point when entering sales orders the user is prompted to enter delivery address details:

Disabled - The user is not be prompted to enter a delivery address.
On Exit - The user is prompted to enter a delivery address before closing the sales order.
Prior to Line Entry - The user is prompted to enter a delivery address when the sales order header is saved (before entering lines).

Order Status

Select an order status which defaults to new sales order headers. This status is superceded when entering an order if the user preference default status (of the user logged in when the order is being entered) is different, or the customer has a specific default status assigned.

The user preference default status is superceded by the customer default status if the defaults differ. You can select from all user-defined hold status codes, and the pre-defined system status codes.

Line type

Select a line type to default to new sales order lines.

Line display sequence

Select the sequence in which sales order lines display whenever an order is recalled throughout Greentree Desktop. Do this when you are entering orders, printing orders, or selecting orders for packing or invoicing.

IN transaction type

Select a default transaction type from a list of pre-defined AR transaction types.

Forward Order Status

If the option Allow Forward Orders is selected, you can select a status to default to all forward orders. You can select from all user-defined hold statuses, and the Hold and Don't Commit system status.

Stop credit order status

Select the status to default to orders if the customer's credit limit is exceeded. You can select from all user-defined hold statuses, and the Hold and Don't Commit system status.

Auto add to Items to order from Standing Order in Sales History

When the Sales History button is enabled on the Sales Order Entry form, you can select orders from previous orders for the selected customer, and default order details into the current order.

Price/Sales history, number of days to show

Price History and Sales History are both available to view from the Sales Order Entry form. This number represents the number of days history that are available to view when those options are activated during sales order entry.

EDI SO Inventory item details - Allow for replacement of items in error

This option is enabled if the EDI module is in use.

Select this option to nominate a Replacement item to use if an incoming sales order contains an invalid item.

The invalid item is replaced with the selected item so that the next line of the document can be processed. If you don't select this option, the entire EDI document fails if an invalid item is found.