SA Order Entry Addon Setup overview

System Administrator > Setup > Order Entry Addon

Function acronym: SASTO

Use this function to set up frequently used order entry addon codes, including environmental handling fees (EHF). You can set up a maximum of 90 order entry addon codes.

These codes can be assigned to customers in Customer Setup. Assign addons to customer records to ensure that additional charges, such as handling and premium freight expenses, are passed on to the customer.

In Sales Order Entry, addons are added automatically or manually. Addons print in the total section of invoices and order acknowledgments.

The freight in and freight out addons are automatically set up when a company is established. Freight in and freight out positions 1 and 2 are pre-set table values and should not be changed. These values are used in other areas and reports. Since a sales order can contain additional addons for other freight types beyond positions 1 and 2, the Freight option should also be checked so that freight amounts are correctly updated on the sales order.

If you sell and redeem gift cards, they are entered as an Order Entry addon during Sales Order Entry. They must be set up in SA Order Entry Addon Setup prior to selling to your customers. During setup, identify the addon record as a Gift Card and whether it is a fixed amount or variable gift card amount. Assign the GL account you will use to post the liability when the gift card is sold.

Note: If you are operating as a Canadian company and must calculate Goods and Services Tax (GST) on sales order addons, you must activate the tax record for each province after creating the addon record in SA Order Entry Addon Setup. Select each province in SA Goods and Services Tax Setup-Addons, click Edit, and then click Save. This automatically creates the correct taxing record for the new addon.