Enable process status – When enabled, the Process feature will be turned on.
Enable Shipped status – When enabled, the Ship feature will be turned on.
Prohibit processing orders twice – Will not allow an order to be processed more than once unless user has override security setting.
Lock processed orders – If an order is processed, it cannot be edited without the correct user setting.
Prompt on zero freight amount – Warns user if they try to invoice an order without freight.
Apply tax to freight – Check if freight needs tax 2 applied.
Zero freight after invoicing – After an invoice is generated and if there are back orders, the freight will get zeroed out.
Percentage Charge – % charged on shipping method by default.
Minimum Charge – Minimum freight charged.
Maximum Charge – Maximum freight charged.
For Orders Below – Freight only charged if sales order is below this amount.
User selectable invoice numbers – Users can override the next invoice number. It gets added to the sales order before invoicing and can be an alphanumeric number that has not yet been used.
Live Posting – Order gets posted as soon as the user clicks invoice.
Batch Posting – Order gets an invoice number added to it when the user clicks invoice, however, they stay in orders until someone ‘batches’ them. With this option, the invoice can be corrected/edited up until the user posts the batch.
Require credit authorization –Orders/invoices must be credit authorized before they can be saved and/or invoiced.
Check credit limit when processing orders – Credit is checked when order is processed.
Disable credit for customers over terms – Credit is checked for terms in addition to credit limit.
Check credit when saving – Credit is checked when the order is saved, not just processed.
Check credit based on ordered quantity – Credit check is based on the order value instead of just the value that can be shipped. It includes back ordered items.
Post FIFO Cost to Sales History Current Cost – FIFO gets posted to current cost in sales history.
Reset phase when invoicing standing orders – Phase gets reset each time the standing order gets invoiced.
Allow fill back orders on processed orders – Will ship items on a processed order if the items are now in stock.
Use suffix on order number to manage backorders – All sales orders will start with a -0 and will increment each time an order is invoiced and still has back orders. It goes as high as –Z.
Create back orders while invoicing – If using batch invoicing, a new order will get created on invoicing instead of when the invoice gets batch posted.
Reset phase when invoicing with back orders.