SO Preferences

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Enter user preferences specific to the entry of sales orders and packing slips on this form.

Allow link to purchase orders

This option is enabled if you're using the Purchase Order Linking module.

Select this option to enable the user to link backordered inventory lines to a specific purchase order. When receipted, the purchase order line(s) release the backordered sales line(s) and produce packing slip(s).

Allow link to factory orders

This option is enabled if you're using the Factory Order Linking module.

Select this option to enable the user to link backordered inventory lines to a specific factory order. When receipted, the purchase order line(s) release the backordered sales line(s) and produce packing slip(s).

Allow editing of finalised packing slips

Select this option to edit packing slip lines after they have been finalised, before being invoiced. This option enables to you deal with discrepancies encountered during picking, if final adjustments must be made before an invoice is generated.

This option is available if the same option is selected on the Packing Slip tab on the SO Module Control form.

Allow editing of exchange rate

Select this option to enable the user to edit the exchange rate on a sales order (or packing slip) header.

Warn on special price

Select this option to display a warning message when a sales order is entered for an inventory line with a special price.

Warn on duplicated inventory item

Select this option to display a warning message when a sales order line is entered for an inventory item that has already been entered in the same sales order.

Enable companion item selection

Select this option if you want this user to have any inventory item companion codes displayed for the inventory item when entering sales orders.

Allow cancelling of order/lines

Select this option to enable the user to cancel sales order (or packing slip) lines.

Expand line item in SO Enquiry table

Select this option if you want sales order, packing slip, and invoice lines to show expanded when viewed in the SO Enquiry results table.

Allow credit card decryption

This option is enabled when:

• The option use credit card authorisation is selected on the SO Module Control form; and
• The option is authorised is selected on the Credit Card Control form.

If you select this option, you can use the Decrypt detail feature on the Payment Details tab on the SO Entry form.

Prompt for unavailable inventory at SO entry

Select this option to enable the Insufficient Inventory Available form when entering a sales order line for an inventory item that has insufficient inventory to allocate to the line. If the IN Supercession sub-module and/or IN Kitset sub-module is in use, this defaults to selected and you cannot change it.

Display quantities for all locations

Select this option to enable the user to view item balances for all locations using the Insufficient Inventory Available form.

Default PO Enquiry to all locations

This option is enabled if the previous option is selected. Select the option to enable the user to view the PO Enquiry form for all locations using the Insufficient Inventory Available form.

Always display alternative locations

Select this option to enable the user to always see the alternative locations enquiry by default when the Insufficient Inventory Available form displays when entering sales orders.

Customer status displays enquiry form

Select this option to give the user access to the AR Customer Enquiry form using SO Entry, SO Packing Slip Maintenance, and SO Standing Order Entry.

Allow Forward Orders

Select this option to enable the user to enter orders with a future request date. If you select this option, you can select a Fwd Order Status from one of any user-defined Hold and Don't Commit statuses set up on the SO Status Definition Maintenance form. The default value is the header of any forward orders created by the user.

Display available only in SO Release Backorders

Select this option if you only want to see backorder lines that have a quantity available to release when the Available only button is clicked during the SO Backorder Release process. If the option is not selected, backorder lines that have no quantity available to release display in the process results table.

Defaults Tab

Branch

Select a default branch for the selected company. This is the default branch that displays in sales order entry when the selected user is logged into the company.

Location

This field is enabled if you're using the Inventory module, and the Location sub-module is in use.

You don't need to select a location. If you select this option, this is the location that defaults to the sales order header in the Sales Order Entry form when the selected user is logged into the company.

Line Type

Select a default line type, to default to sales order lines when the selected user is logged into the company.

Line Sequence

Select the sequence in which sales order lines display whenever an order is recalled throughout Greentree.

Order Status

Select a default status to display in the sales order header when the selected user is logged into the company. This status is superceded when entering an order if the selected customer has a default sales order status set against it.

You can select from all user-defined hold statuses, and the entered system status.

Default delivery date to today plus

Enter the number of days to be added to today to calculate the delivery date for sales orders. This is based on your delivery standards.

Default all to selected in result table on forms

This section enables you to set whether order lines displayed in SO Status Print, Generate Packing Slip, and Generate Invoice tables are selected or deselected.

Settings Tab

Display header as default

Select this option if the user wants the sales order header form to display during the entry of sales order line items.

Select this option if the user prefers to enter order lines into the table instead of the line entry form.

Focus the cursor in the table

If the Display header as default option is not selected, this option displays. Select this option to set the focus of the cursor in the table rather than the Line Entry form when entering a sales order.

Sales Order Line Entry Display Options

Use this table to define whether particular line item fields are invisible or read-only to the user when entering sales orders and packing slip maintenance. Use Sheet options if the user enters data using the form in these forms, or Table options if the user enters data using the table.

For example, if the tax is based on a fixed percentage that is always applied, you won't want to display the Tax Type, Tax Code, Tax Amount, or Tax Percentage fields during line entry. It is also a useful security feature in that certain fields can be made invisible to the user if the information does not apply to them ??? for example, Price Book, Price.

Order Entry Control Tab

Maximum order value

Enter a value to set a limit to the total value of a sales order that this particular user can enter. It defaults to 0.00, which indicates no limit is set. You can't save the order if the maximum value is exceeded, and is prompted with a message.

Maximum Order Value Exceeded Action

Select a sales order hold status to be applied when entering an order whenever the specified order value is exceeded. You can select from all user-defined hold statuses, and the Warn and Continue system status.

Maximum discount%

Enter a value to set a maximum limit for the discount percentage that this particular user can enter in a sales order line. It defaults to 0.00, which indicates no limit is set. The user can't save the order if the maximum value is exceeded, and an error message displays.

Note: If Advanced Pricing is in use and a price is determined for an item using the SO Entry or SO Packing Slip Maintenance forms, this value is ignored if Ignore user maximum discount % is set for the price.

Maximum Discount % Exceeded Action

Select a sales order hold status to be applied when entering an order whenever the specified discount % is exceeded. You can select from all user-defined hold statuses, and the Warn and Continue system status.

Check for Minimum GP %

Select this option to check for minimum gross profit margins during sales order entry. If you select this option, additional parameters become visible on the form.

Minimum gross profit%

Enter a value to set a minimum limit to the (calculated) gross profit percentage that this particular user can enter in a sales order line. It defaults to 0.00, which indicates no limit is set.

If the user tries to save a sales order and the minimum value is not obtained, Greentree Desktop updates the status of the sales order using the value entered in the Min GP% not reached action field.

Note: If Advanced Pricing is in use and a price is determined for an item using SO Entry or SO Packing Slip Maintenance, this value is ignored if the Ignore user minimum gross profit % option is selected for the price.

Min. GP% not reached action

Select a sales order hold status to be applied when entering an order whenever the minimum GP% limit set above is not obtained. You can select from all user-defined hold statuses, and the Warn and Continue system status.

Customers credit limited exceeded action

Select a sales order hold status to be applied when entering an order whenever a customer's credit limit is exceeded by the current order being entered. You can select from all user-defined hold statuses, and the Warn and Continue system status.

Always Check

If checked the sales order is credit checked regardless of its status. If unchecked changes made to a sales order on hold are not credit checked.

• Advanced Pricing Maintenance
• AR Maintenance - Integration

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