Order ➔ Entries ➔ Sales orders
This screen allows you to add and/or remove columns in the sales order lines, and define settings for sales orders.
The information in this document is applicable to product update 409 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Type a description for the item. By default, the description of the selected item displayed is based on the Description defined at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item).
The long description of the selected item displayed is based on the Text defined at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item), under the Basics tab. This column cannot be edited.
The extra description of the selected item displayed is based on the Extra description defined at the item maintenance (go to Order ➔ Items ➔ Maintain , and select the relevant item), under the Basics tab. This column cannot be edited.
Select this check box to indicate that the item is a drop ship item.
Type or select the customer's item code of the selected item.
Type or select the code of the warehouse where the selected item is stored. By default, the warehouse code displayed is based on the Warehouse defined in the sales order header. This information is mandatory.
Note: This check box is available only if you have purchased the license for E-Warehouse Management.
Type or select the pricelist of the selected item. If the item was selected by pressing the F4 key (in the Item column), the Sls. price of the item created at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item), under the Basics tab will be the default. Otherwise, if the item was selected by pressing the F2 key (in the Item column), by default, the pricelist displayed is based on the pricelist created for the item (at Order ➔ Price management ➔ Price lists) or the price agreement created for the customer who placed the sales order (at Order ➔ Price management ➔ Price agreements). This information is mandatory.
Note: If a price agreement has been created for the customer who placed the sales order, the Pricelist for the selected item will refer to the price agreement (only if the selected item is included in the price agreement). If there are three or more price lists for the item, a list of all the price lists for the item will be displayed for selection. If there is no price agreement for the selected customer or no price list is created for the item, the Pricelist will refer to the Sls. price of the item defined at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item), under the Basics tab.
Type the quantity of the selected item ordered by the customer. By default, “1” is displayed.
This column displays the quantity of the selected item that has been delivered to the customer. This column cannot be edited.
Select this check box to display the Shipped column in the sales order lines. The column displays the status of shipment using StarShip.
Note: This check box is available only if the shipment is done using StarShip.
Type or select the unit of the selected item. By default, the unit displayed is based on the Sls. unit defined at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item), under the Basics tab. This information is mandatory.
Type the date the selected item is requested by the customer. By default, the requested date displayed is based on the Sales order date defined in the sales order header. This information is mandatory.
Note: The Requested date check box is available only if the Order performance dates check box at System ➔ General ➔ Settings, under Order settings in the Entry section is selected. The Requested date column is enabled only if the selected item is a physical item (an item which is not an hour item or a contract item).
Type the date the selected item is planned to be delivered to the customer. By default, the planned date displayed depends whether the item selected is a stock controlled item, purchase order controlled item, production order controlled item, or purchase and production controlled item.
If the item is a stock controlled item, the Planned date is the same as the Requested date. If the item is a purchase order controlled item, the Planned date is based on the date (system date) the sales order is created, the Time of delivery of the main supplier defined at the item maintenance (go to Order à Items Maintain, select the relevant item, and under the Purchase/Sales tab, select a supplier under the Suppliers section, and click ), and the Delivery lead time of the item(s) for the customer (click in the Delivery to box to view and edit the Delivery lead time).
If the item is a production order controlled item, the Planned date is based on the lead time of the Bill of materials (BOM) and the Delivery lead time of the item(s) for the customer. Otherwise, if the item is a purchase and production controlled item, the Planned date is based on the shortest lead time. This information is mandatory.
Note: The Planned date check box is available only if the Order performance dates check box at System à General à Settings (under Order settings in the Entry section), and the Stock controlled check box at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item, under the Inventory tab in the Attributes section) is selected.
Note: The Planned date column is enabled only if the selected item is a physical item (an item which is not an hour item or a contract item).
This column displays the original date the selected item is planned to be delivered to the customer. By default, the original planned date displayed is the same as the Planned date. This column cannot be edited.
Note:
The Original planned date check box is available only if the Order performance dates check box at System ➔ General ➔ Settings, under Order settings in the Entry section is selected.
The Original planned date column is enabled only if the selected item is a physical item (an item which is not an hour item or a contract item).
The Original planned date will not be updated once the sales order confirmation has been printed.
Type the date the selected item will be delivered to the customer. By default, the fulfillment date displayed depends whether the Order performance date check box at System ➔ General ➔ Settings, under Order settings in the Entry section is selected.
If the Order performance dates check box is selected, the fulfillment date will be based on the Planned date in the sales order minus the Delivery lead time of the item(s) for the customer (click in the Delivery to box to view and edit the Delivery lead time). This calculation is only for physical items (items that are not hour items).
If the Order performance dates check box is not selected, the fulfillment date refers to the Sales order date defined in the sales order header.
This column displays the sales price of the selected item. By default, the sales price displayed is based on the Sls. price defined at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item), under the Basics tab. This column can be edited only if the Sls. price is not defined.
Note: To allow users to edit the sales price if the sales price is not “0.0”, function rights To change the gross price is required.
This column displays the discount for the selected item. By default, the discount displayed depends on the Pricelist selected. This column cannot be edited.
Type the extra discount to be given to the customer for the selected item. By default, the extra discount displayed is based on the Discount defined at the debtor maintenance (go to Finance ➔ Accounts receivable ➔ Maintain, and select the relevant debtor), under the Financial tab in the General section (the Discount box at the debtor maintenance is available only if the Advance button is clicked).
Note: The Disc. % (Extra) column for the selected item is enabled only if the No discount check box at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item), under the Purchase/Sales tab is not selected.
This column displays the total discount of the selected item. This column cannot be edited.
Note: The calculation of the Total discount depends on the Discount calculation defined at System ➔ General ➔ Settings, under Order settings in the Entry section.
Type the net price for the selected item. By default, the net price displayed is based on the Sales price minus Total discount.
Note: The Net price column for the item is enabled only if the No discount check box at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item), under the Purchase/Sales tab is not selected.
Type or select the tax code for the selected item. By default, the VAT displayed is based on the VAT defined for the selected customer at the debtor maintenance (go to Finance ➔ Accounts receivable ➔ Maintain, and select the relevant debtor), under the Financial tab in the VAT section. Otherwise, by default, the VAT is based on the Sales VAT code defined at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item), under the Basics tab. This information is mandatory.
Note: You can create VAT at System ➔ General ➔ Countries ➔ Tax codes.
Type the amount of the selected item. By default, the amount displayed is based on the Net price excluding VAT * Ordered (the percentage in the VAT column X the quantity in the Ordered column).
Note: The Amount column for the selected item is enabled only if the No discount check box at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item), under the Purchase/Sales tab is not selected.
Type the cost price of the selected item. By default, the cost price displayed is based on the Cost price of the item defined at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item), under the Basics tab.
This column displays the markup percentage of the selected item. By default, the markup percentage displayed depends whether Markup or Margin is selected for the Profit calculation at System à General à Settings, under Order settings, in the Entry section. This column cannot be edited.
Markup = (Salesprice - Costprice) / Costprice;
Margin = (Salesprice - Costprice) / Salesprice.
This column displays the total line charge amount that is applied to the respective order line based on the criteria defined at System ➔ Logistics ➔ Charges ➔ Discounts. This column cannot be edited. For more information, see Creating and maintaining charges or discounts.
Note: This check box is available only if E-Charges & Discounts is included in your license.
Select this check box to display the Charges column at the sales order entry screen. You can click displayed under the Charges column to display the Line charges screen and view the details of the relevant line charge that has been applied to the respective order line.
Type or select the country code of the country where the selected item will be exported. This column only applies to the European Union (EU) for trading among EU countries. This information is mandatory. Once the country code is defined, the INTRASTAT data screen will be displayed. For more information on creating INTRASTAT for items, see Creating and maintaining INTRASTAT for sales orders, return to merchant authorization (RMA) orders, service orders, and sales quotations.
Note: The Destination country check box is available only if the INTRASTAT registration for sales check box at System ➔ General ➔ Settings, under INTRASTAT settings in the Entry section is selected.
Type or select the employee who is in charge of the selected item. By default, the person displayed is based on the Person defined in the sales order header. This information is mandatory.
This column displays the full name of the employee who is in charge of the selected item. By default, the full name of the employee displayed is based on the First name, Middle name, and Last name (based on the employee ID defined in the Person column) defined at the person maintenance (go to HR ➔ People ➔ Maintain, and select the relevant person), under the General tab. This column cannot be edited.
Type or select the cost center of the person. By default, the cost center displayed is based on the person’s cost center (the Person defined in the sales order header). You can create cost centers at System ➔ Finance ➔ Cost centers / Units ➔ Cost centers.
Note: The Cost center check box is available only if the Change of cost center check box at System ➔ General ➔ Settings, under Order settings in the Entry section is selected.
Type or select the cost unit of the selected item. You can create cost units at System ➔ Finance ➔ Cost centers / units ➔ Cost units.
Type or select the serial number of the selected item.
The Serial/batch numbers column for the selected item is enabled only if the Batch check box or Serial check box at the item maintenance (go to Order ➔ Items ➔ Maintain, and select the relevant item), under the Inventory tab in the Attributes section is selected.
The Serial/batch numbers check box is available only if you have purchased the license for E-Serial/Batch.
The Serial/batch numbers check box will be disabled when the Drop ship check box is selected.
Type the instruction for the selected item.
Select this check box to indicate if the item is to be produced or purchased.
By default, the Tax basis column displays the entered Amount of the sales price.
Note: System uses this column as a basis to calculate the value-added tax.
By default, the Tax amount column displays the value added tax amount.
Select this check box to view the blanket sales order.
Click Assortments if you want the assortment columns to be available in the sales order lines. Select the assortment(s) that you want to be displayed, and click OK. The assortment column(s) displays the assortment(s) of the selected item. The assortment column(s) cannot be edited.
Note: The Assortment check boxes displayed depend on the number of assortments defined at Order ➔ Items ➔ Assortments or System ➔ General ➔ Settings, under Item data settings in the Assortments section. For example, if three assortments are defined, three Assortment check boxes will be displayed.
This EDI check box displays five new columns, EDI line sequence number, Customer PO line number, Cancel date, Early ship date, and Requested ship date. Here, information such as the unique sequence number that links the EDI sales order entry to the purchase order, cancellation date for cancelled or non-shipped items, and others are displayed.
Note: This check box is available only if the EDI check box at Sales orders screen is selected.
Select this check box if you want the Service configuration column to be available in the sales order lines. If a serial number is defined at the Serial/batch numbers column, the serial number will be copied to the Service configuration column. Service configurations are attached to specific divisions. Only the service configurations from the division of the back office administration will be displayed when browsing for the service configuration. You will not be able to select the service configurations from a different division or administration for the item in the sales order.
Note: This check box is available only if you have SE4510 - ESE Service Management in your license.
Select this check box if you want the Parent item column to be available in the sales order lines.
In this section, you can set messages that you want to be displayed in the sales order entry for certain changes made to the sales order to warn the person creating/modifying the sales order of the changes before proceeding with the changes. Select Always to always proceed with the changes without displaying a message, select Never to never proceed with the changes and no message will be displayed, or select Ask user if you want message to be displayed for the changes made to the sales order before proceeding with the changes.
The Calculate: Discount message is displayed if changes are made to the Ordered column for items with discount. This function adds up the quantities of all the sales order lines to get the correct discount for the sales order lines that have the same item and same price list. Click Yes to calculate the discount for the selected item.
The Update: Debtor data message is displayed if changes are made to the Invoice to, Payment condition (under Conditions in the Payment data section), Currency (under Conditions in the Payment data section), Person (in the sales order header), Shipping via, or Selection code (under Conditions in the Analytical group section) if the changes made differs from what has been defined for the debtor at the debtor maintenance (go to Finance ➔ Accounts receivable ➔ Maintain, and select the relevant debtor). Click Yes if you want the changes made to be updated at the debtor maintenance for the debtor, or click No to only change the details in the sales order.
The Update: Fulfillment date message is displayed if changes are made to the warehouse code in the order header and/or lines in the sales order. Click Yes to update the Fulfillment date for all the sales order lines when the warehouse code is changed. The fulfillment date will be changed based on the number of days defined in Time of delivery (go to Order ➔ Items ➔ Maintain, select the item, click Open, click Purchase/Sales tab, select a supplier under the Suppliers section, and then click Edit). If you click No, the fulfillment date in the sales order lines will not be changed.
The Unknown: Activity – Person message is displayed if the person defined for the hour item in the sales order line is not linked to the hour item, whereby the person is not defined for the hour item at Service ➔ Items ➔ Hours or Projects ➔ Items ➔ Hours, under the People tab. Click Yes to add the selected person to the hour item, or click No to select another person.
Note: The Unknown: Activity – Person message is applicable only to hour items.
The Change sales order lines: Warehouse code message is displayed if the Warehouse in the sales order header is changed. Click Yes to change all the warehouse codes in the sales order lines to the warehouse code defined in Warehouse in the sales order header, or click E-mail to send an e-mail. If No is clicked, the warehouse code in the sales order lines will not be changed.
The Reset: Prepayment message is displayed if the Prepayment button (in Conditions) is clicked when prepayment has been created for the sales order. Click Yes to cancel the prepayment, or click E-mail to send an e-mail. If No is clicked, the prepayment will not be cancelled.
The Exchange rate: Recalculate the currency amounts message is displayed if the exchange rate at Currency in the Conditions screen is changed. Click Yes to recalculate the sales price, net price, amount, and cost price of the sales order lines based on the defined exchange rate (if the exchange rate is different from the exchange rate defined previously), or click No to change the exchange rate of the sales order but the sales order amounts in the sales order lines will not be changed.
The Overwrite: Planned message is displayed if the person for the sales order line is changed when the sales order line has been planned for the person. You will see this message if you press F2, select a person, and click Plan. Click Yes to overwrite the plan for the new person, or click No to exit.
Note: The Overwrite: Planned message is only applicable to hour items.
The Public holidays. Create message is displayed when a plan is created for the person in the sales order line on a public holiday. You will see this message if you press F2, select a person, and click Plan. Click Yes to create a plan for the person, or click No to exit and changes to the person will not be made.
Note: The Public holidays. Create message is only applicable to hour items.
The Line: Unallocate message is displayed when the selected item in the sales order line has been allocated (for example, production receipts, positive stock counts), and changes are made to the item such as changing the Ordered quantity, deleting the sales order line of the selected item, and others. Click Yes to remove the allocation of the item, or click No to return to the sales order entry and changes to the item will not made.
The Partial delivery allowed message is displayed if the Partial delivery allowed check box in Conditions is not selected, and there are two or more sales order lines for the same item with different fulfillment dates. Click Yes to change the fulfillment dates for all the sales order lines with the same item to the fulfillment date stated in the message, or click No to return to the sales order entry and changes to the fulfillment dates for the sales order lines will not be made.
The Document: Delete message is displayed when all the sales order lines in the sales order are deleted, and there are still documents linked to the sales order. You will see this message when Close is clicked. Click Yes to delete the sales order.
The Reset: Status message is displayed when the sales order has been authorized, and changes are made to the sales order. Click Continue to remove the authorization status, click E-mail to send an e-mail, or click Cancel if you do not want to remove the authorization status of the sales order.
The Reset: Partial delivery allowed message is displayed if the Partial delivery allowed check box in Conditions is not selected, and the warehouse in the sales order line is changed to a different warehouse from the Warehouse defined in the sales order header. Click No if you do not want the Partial delivery allowed check box to be selected, click OK if you want the Partial delivery allowed check box to be selected, or click E-mail to send an e-mail.
The Reset: Discount message is displayed if the Invoice to debtor is changed. Click Yes to change the Pricelist: Invoice debtor, and the Pricelist column in the sales order lines.
Note: If the Pricelist column in the sales order lines consists of more than one pricelist rather than Salesprice (standard sales price), the Pricelist column of the item in the sales order line will be empty.
The Recalculate the currency amounts message is displayed if the Currency in Conditions is changed. Click Yes to recalculate the sales price, net price, amount, and cost price of the sales order lines based on the defined currency, or click No to change the currency of the sales order but the sales order amounts in the sales order lines will not be changed.
The Item unknown in warehouse message is displayed if the Warehouse in the sales order header has been changed, and the defined Warehouse has not been added to the item(s) in the sales order lines. Click Yes to add the warehouse to the item and the Warehouse column in the sales order lines will be changed for the item, or click No if you want to change only the Warehouse column in the sales order lines without adding the warehouse to the item. For more information on adding warehouses to items, see Creating and maintaining items.
The Fulfillment date is before the sales order date message is displayed if the Fulfillment date defined in the sales order lines for the item is earlier than the Sales order date defined in the sales order header. Click Yes if you want the Fulfillment date of the item to be earlier than the Sales order date, or click No to change the Fulfillment date.
The Type: Asset message is displayed if the item defined in the sales order lines is of type Asset. Click Yes to continue, or click No if you do not want the item to be created in the sales order.
The Payment term: All installation information will be lost message is displayed if you change the Invoice to debtor. Click Yes to continue (the selected Invoice to debtor will be receiving the invoice) and all the payment terms will be reset, or click No if you do not want to change the Invoice to debtor.
Note: If you click Yes, all the payment terms linked to the sales order will be reset, and the payment condition will be re-applied.
The Must be before: Fulfillment date message is displayed if the Sales order date in the sales order header is changed to a date which is later than the earliest Fulfillment date in the sales order lines. Click Yes to continue, or click No to change the Sales order date.
The Invoice debtor: Status message is displayed if the Invoice to debtor is changed to an inactive debtor. Click Yes to continue (the inactive debtor selected will be the Invoice to debtor), or click No to change the Invoice to debtor to another debtor.
Note: If Ask user is selected at the Invoice debtor: Status, a warning message will be displayed if the debtor defined at the Invoice to box in the sales order header is blocked or inactive. If Always is selected at the Invoice debtor: Status, a warning message will not be displayed if the debtor defined at the Invoice to box in the sales order header is blocked or inactive.
The Process quotation message is displayed when a quotation is selected at the Sales order number box. Click Yes to create a sales order for the quotation, or click No to select another sales order or quotation.
The Prepayment: All installment information will be lost message is displayed when Prepayment is clicked in the Conditions screen, and the amount/percentage is defined in the Prepayment screen. Click Yes to continue with the prepayment defined and all the payment terms will be reset, or click No to return to the Conditions screen.
The Update: address message is displayed if the Address button in the Ordered by box, Delivery to box, or Invoice to box is clicked, and changes are made to the debtor’s address in edit mode (if you change the debtor's address when creating a new sales order, this message will always be displayed). Click Yes if you want the changes made to the address to be reflected at the debtor maintenance (go to Finance ➔ Accounts receivable ➔ Maintain, and select the relevant debtor), under the Contact tab, or click No if you only want the changes made to the address to be reflected in the sales order (changes made to the address will not be reflected at the debtor maintenance).
The Update: Price agreement message is displayed if the Pricelist column for the selected item (in the sales order lines) is linked to a price agreement, and changes are made to the Amount of the item. Click Yes if you want the price agreement to be updated with the new amount for the item, or click No if you do not want the price agreement to be updated with the new amount for the item. If you click No, the Price agreement screen will be displayed. Fill in the required boxes if you want to add a new price list to the price agreement, otherwise click Close. For detailed instructions on how to create price agreement, see Create: Price agreement below.
The Create: Price agreement screen is displayed if the Disc. %(Extra) column, New price column, or Amount column in the sales order lines is changed, and the sales order line is not linked to a price agreement, or the sales order line is linked to a price agreement and the existing price agreement is not updated. For more information on creating price agreement, see Updating price agreements at sales order, service order, and sales quotation entry screen.
The Delete entry line message is displayed when ESC is pressed at the selected sales order line. Click Yes to delete the order line, or click No to return to the sales order entry screen (the order line will not be deleted).
The Duplicate: Your reference screen is displayed if the Ordered by debtor and Your reference defined in the sales order header are similar to the Ordered by debtor and Your reference defined in another sales order. This screen displays the sales orders with similar ordered by debtor and reference number. Click Details to view the selected sales order, or Close to continue and return to the sales order entry screen.
The Order debtor: Status message is displayed if the Order by debtor is changed to an inactive debtor. Click Yes to continue (the inactive debtor selected will be the Order by debtor) or click No to change the Order by debtor to another debtor.
Note: If Ask user is selected at the Order debtor: Status, a warning message will be displayed if the debtor defined at the Order by box in the sales order header is blocked or inactive. If Always is selected at the Invoice debtor: Status, a warning message will not be displayed if the debtor defined at the Order by box in the sales order header is blocked or inactive.
The Stock check screen is displayed when there is insufficient stock for the selected item during the fulfillment date selected. You can choose one of the following options:
Note: The stock check screen will be displayed only if the items selected in the sales order lines are stock controlled items or order controlled items.
The Recalculate order performance dates? message is displayed when the delivery lead time of the sales order has been changed. Click Yes to recalculate the planned and fulfillment dates for all the existing order lines which have not been fulfilled based on the new delivery lead time. Click No if you do not want the planned and fulfillment dates to be changed. For more information on delivery lead time, see Maintaining addresses in sales orders, return to merchant authorization (RMA) orders, service orders, and sales quotations.
The Duplicate: Order on the same date message is displayed when there is more than one order for the same debtor. Select Ask user to prompt user whether to proceed. Select Never for no alerts and select Always to allow with the changes without displaying a message. By default, Ask user is selected.
The Allow change entry number message is displayed when the order number is lower or higher than the setting. Select Ask user to prompt user whether to proceed. Select Never for no alerts and select Always to allow with the changes without displaying a message. By default, Ask user is selected.
Note: The Allow change entry number option will be visible only when the Allow change entry number check box is selected under the Logistics section in the Numbers settings screen.
Select Ask user to prompt user whether to proceed. Select Never for no alerts and select Always to allow available quantity to release to exceed. By default, Ask user is selected.
If Ask user is selected, a Header charge / discount evaluation message is displayed upon closing or saving a sales order entry. Click Yes to execute the header charge or discount evaluation on the order entry level. The relevant header charges or discounts will be calculated and displayed at the Discount/Extra charges screen if the information on the sales order header (entry) meets the criteria defined under the Conditions tab at System ➔ Logistics ➔ Charges ➔ Discounts. Click No to exit and close the sales order entry screen (no evaluation for header charges or discounts will be executed).
If Always is selected at Header charge/discount evaluation, the system will always execute the evaluation for header charges or discounts to be applied on entry level. Select Never if you want to execute the evaluation for header charges or discounts manually after closing or saving the sales order entry. You can trigger the manual evaluation for header charges or discounts by clicking the Charges/Discounts button at the Discount/Extra charges screen. For more information, see Calculating discounts or extra charges.
This setting is available only if E-Charges & Discounts is included in your license.
Select Always to copy the selected item's extra description to the Long description column. By default, Never is selected.
If Ask user is selected, a pop-up screen is displayed upon closing the sales order entry screen. This pop-up screen allows you to create service activity requests in Exact Synergy Enterprise for the service items (if the Service configuration and/or Parent item columns are defined, and the sales order is a new sales order). Select Never if you do not want the pop-up screen to be displayed. Select Always one to create service activity request in Exact Synergy Enterprise for each service configuration, or Always multiple to create service activity request in Exact Synergy Enterprise for all the service configurations. Note:
If Always one or Always multiple is selected, the pop-up screen will not be displayed when you close the sales order entry screen.
This check box is available only if you have SE4510 - ESE Service Management in your license.
If Ask user is selected, a warning message will be displayed upon amending a service configuration item in a sales order line, where service activities have been already planned for the service item. In the warning message, you have an option to either continue with the changes or cancel the changes. Select Never if you do not want to proceed with the changes and no warning message will be displayed. Select Always if you want to continue with the changes without displaying the warning message.
If Ask user is selected, a warning message will be displayed upon deleting a sales order line, if service activities have been already planned for the sales order line. In the warning message, you have an option to either continue with the changes or cancel the changes. Select Never if you do not want to delete the order line and no warning message will be displayed. Select Always if you want to delete the order line without displaying the warning message.
This setting determines if the Stock quantity pop-up message will be displayed if the order quantity of the item (defined in the Ordered column) is greater than the available stock in the warehouse when creating a sales order. This pop-up message notifies you of the insufficient stock. Select Always to display the pop-up message whenever there is insufficient stock to deliver the required order quantity. This pop-up message is displayed when you tab through the Ordered column. Select Never to prevent the pop-up message from displaying even if there is insufficient stock. Regardless of the selection, once you tab through the column and if there is insufficient stock, the quantity defined in the Ordered column will be automatically changed to match the quantity of stock available.
Click this to reset the column(s) selected in the Line section to the default column(s) defined by the authorized employee. A message “Restore defaults will remove all existing user-defined layouts. Continue anyway?” will be displayed. Select Yes to reset all the columns, or click No to return to the Define columns screen.
This button will reset all the columns to the columns defined by the authorized employee only if the authorized employee has defined default columns. Otherwise, the columns will be reset to the default columns defined by Exact Globe Next.
This button is enabled only if the employee has been given the “Define default layout columns” role at System ➔ HR & Security ➔ Security roles (select a role and click Open, under the Rights tab).
Click this to set the column(s) selected in the Line section as default columns for all the employees. A message “This will set the default layout as default to all users. Continue anyway?” will be displayed. Select Yes to set the selected columns as default for all the employees, or select No to return to the Define columns screen.
This button is enabled only if the employee has been given “Define default layout columns” role at System ➔ HR & Security ➔ Security roles (select a role and click Open, under the Rights tab).
The default column(s) defined by the authorized employee will be reflected for all the employees only if the employees have not defined their own default columns. However, employees are still able to set their own default columns.
Click this if you only want the default columns to be displayed in the sales order lines such as Description, Warehouse, Pricelist, Ordered, Unit, Fulfillment date, Sales price, Net price, VAT, and Amount.
Click this to save, and return to the sales order entry screen.
Click this to select all the check boxes in the Line section.