Options

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Use Packing Slips

Select this option to use packing slips.

Note: You can change this option at a customer level.

Hotprint Enabled

Select this option to hotprint documents to your default printer from relevant sales order forms. You can print the Packing Slip, Invoice, and Status Print documents.

Allow Backorders

Select this option to enable backorders when entering sales orders. You can change this option at a customer level on the Integration tab on the AR Customer Maintenance form by selecting the priority No backorders for the customer.

Allow Partial Release

Select this option to enable the partial release of backorders when the full quantity on backorder is not available, but Greentree Desktop can fulfill part of the order.

Default Locations

Select this option to use default locations to speed up order processing. When an inventory item is selected on a sales order line, the location of the item displays automatically.

Default all to selected for an SO Status Print

Click this option to select all rows in the SO Status Print results table.

Prompt for unavailable inventory at BO release

This option defaults to the Backorder Release form. If you select this option before releasing backorders, the Insufficient Inventory Available form displays for any selected order line that has insufficient inventory and cannot be released at the line location.

You can select an alternative location, select a substitute item, allow over-selling, or leave an item on backorder.

Serial/Lot Numbers Required at SO Entry

This option is enabled if you are using the Inventory Serial/Lot Tracking sub-module. If you select this option, users must enter serial/lot numbers when entering sales orders. The person who picks the inventory from the warehouse must pick the serial/lot numbers that have been assigned to the sales order line.

Note: If the option to Use packing slips is not selected, this option is selected and cannot be changed.

Allow auto suspense

This option is enabled if serial/lot numbers are required during sales order entry. If you select this option, order line quantities for serial/lot controlled items are transferred into serial/lot suspense. The user can then optionally update actual serial/lot data either when entering sales orders, or during the sales order picking process.

Note: If suspense serial/lot data updates with known data when entering sales orders, you must update the full suspense quantity.

Commit inventory only at BO release

The value of this option defaults to the Backorder Release form. If you select this option, before releasing backorders, Greentree Desktop commits inventory to selected order lines. It does not generate packing slips. If the option is not selected, packing slips are generated when backorders are released.

PO linked orders are always 'drop shipped'

This option is enabled if the SO-PO Linking module is in use.

If you select this option, the drop ship option displayed in the SO Order Header is selected. It is a default only and can be changed when an order is created.

If a purchase order linked to a sales order is drop-shipped, the sales order delivery address defaults to the purchase order delivery details, so the items can be delivered from the supplier to the customer.

Add credit card payment details on SO entry

Select this option to enable fields on the sales order entry form if you can assign credit card details when entering an order.

Use credit card authorisations

This option is enabled if Add credit card payment details in sales order entry is selected and either one of the options to Use credit card gateway or Is authorised is selected on the Credit Card Control form. If you select this option, you can record credit card authorisation details when entering sales orders.

Accept advance receipts

Select this option to enable advanced receipt function.

Hold Cost

If you select this option, the Hold Cost option defaults to each new order line, you cannot change it when entering an order. You can change the option here.

If you select this option for a sales order line, the cost of the line when you enter it is retained for the life cycle of the sales order. If the cost of an item changes before invoicing, it has no effect on the sales order line or invoice.

Note: When an AR invoice is generated for a sales order (inventory item) line, any variance between the item's current system cost (for example, standard, average) and the held cost is posted to the COS Variance Account specified on the General Ledger Module Control form.

Hold Discount

If you select this option, the Hold Discount option defaults to each new order line. You can change the default when entering an order for individual orders.

If you select this option for a sales order line, the discount associated with the line when you enter it is retained for the lifecycle of the sales order. If the discount value for an item changes before invoicing, it has no effect on the sales order line or invoice.

Hold Price

If you select this option, the Hold Price option defaults to each new order line. You can change the default when entering an order for individual orders. If you select this option for a sales order line, the price of the line at when you enter it retained for the lifecycle of the sales order.

If the price for an item changes before invoicing (for example, a markup pricing structure is in use, and the item's cost has changed), it has no effect on the sales order line or invoice.

Use order type entry

Select this option to enable users to enter an Order Type in the Sales Order header. You can use the order type to capture order source information — for example, fax, phone, email, and the like.

Allow Forward Orders

Select this option to specify that an order is a Forward Order and to enter a future order date. That inventory is not committed to the order until it is released using the Release Forward Orders form.

You can view the quantity for forward orders for inventory items on the Inventory Item Maintenance Main form. You can change this option at a user level in SO User Preferences.

Order Range - Start

This number is used when the first automatically-numbered sales order is created. Sales order numbers increment by one each time a new order has a number generated.

Order Range - End

This is the last number used when sales order numbers are generated automatically. When this number is reached, you must reset the last number.

Order Range - Last

This field displays the last generated sales order number. When you are setting up a new system, this number should be one less that your start number.

• AR Customer Maintenance Integration
• Cross Functional Hotprinting
• Item Maintenance - Defaults
• SO Advanced Receipts

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