Orders Tab

Separate orders by division – With this option set, a user only sees the orders from their own division.

Require salesperson on orders – Orders will not be able to be saved without a salesperson.

Require territory on orders – Orders will not be able to be saved without a territory.

Match lowest price in price matrix – The lowest price will get selected even if the customer’s specific price is higher.

Use customer’s default warehouse – If this is selected, the warehouse that is set on the customer record will be the default on new sales orders, instead of the active warehouse on the Change Location screen, initially loaded from the User Settings / General area.

Use cost from inventory for non-physical items – If enabled, the cost on new sales order details for non-physical items will be loaded from the inventory item. If this option is not enabled, the default cost will be zero but the user will be able to edit it, even if User Security is defined to not allow editing costs.

Always ship (disable order and back order quantity) – Inventory levels will not be used to decide what to ship. When enabled, everything will ship and there will be no back orders kept.

Set default required date – Calculate a required date on new sales orders.

Days before an order is required – Determines the Required Date as this many days after the Order Date, if the ‘Set default required date’ option is enabled.

Warn on zero price – Warn user if an item is added to an order without a price.

Automatically update customer price table – When enabled, every item and its price on a sales order will be added to the customer’s price list.

Create records for shipping addresses only – Prices will be set for the shipping address of the sales order instead of the billing address.

Use Incoterms – If selected, Incoterms will be enabled

Default FOB – Sets the Default text used for the FOB field on new sales orders. When Incoterms is enabled, a different text default is saved here and used on new sales orders.

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