Sales Order Entry - Order Entry Defaults field descriptions

Fields are presented in alphabetical order with each section.

Order Defaults

Hide Margin in Totals Widget

Select this option to omit the Margin Amount and Margin % fields from the Header Totals widget in the left panel.

If this option is not selected, you can view the margin information only if Yes is selected for Allow User to View Costs on your SA Operator Setup-Controls record.

Order Mode

Specify the default order mode for Sales Order Entry.

Select Add to open Sales Order Entry in initiate mode without the Order # field. In this mode, order numbers are assigned automatically.

Select Add/Enter Order # to open Sales Order Entry in initiate mode with the Order # field available. You can specify an order number. If you do not specify an order number, an order number is automatically assigned.

With either of the Add default settings, you can click the Maintain button to maintain an order.

Select Maintain to open Sales Order Entry in the Maintain mode with the Order # field active. With this default setting, you can click the Create button to add an order.

Order Type

Specify the type of order to display in the Order Type field on the Initiate page. You can override this default setting if the Restrict Order Type option is not selected.

Restrict Order Type

Select this option to restrict the type of order that you can create, based on the Order Type field.

Warehouse

Select the type of warehouse to display as the default value in the Warehouse field on the Initiate page.

Select Home to display the home warehouse that specified on your SA Operator Setup-Static Information record. If you select a customer with a default warehouse on their Customer Setup-Ordering record, the customer warehouse takes precedence over your home warehouse.
Note:  If Yes is specified in Restrict to Home Warehouse/Group on your SA Operator Setup, the home warehouse must be used on the order.

Select Customer to display the default warehouse for the customer that is specified on the order. The customer's default warehouse is specified on the Ordering tab of their Customer Setup record.

Select Ship To to display the default warehouse for the ship to that is specified on the order. The ship to's default warehouse is specified on the Ordering tab of their Customer Ship To Setup record.

Line Defaults

Line Type

Specify the default value to display in the Line Type field on the Advanced Line Entry page.

Easy Line Entry Default Quantity
Specify a default quantity for products that are listed in the Products grid on Easy Line Entry page. You can override the default value in the grid before you add the product to the order.

Workflow Defaults

Alternate Product Workflow

Select one of these options to determine the workflow when a substitute, upgrade, or alternate warehouse product is available for a product that you enter on the Advanced Line Entry page:

  • Interrupt Workflow: A message that indicates that substitutes, upgrades, or alternate warehouse products are available is displayed. Click Yes to access the Cross Reference page from which you can select a product to replace the product on the line.
  • Never Interrupt Workflow: Neither the message or the cross reference page is displayed.
  • Display Alternate Product: The Cross Reference page opens but the message is not displayed.
Check for Non-Standard Products in Easy and Quick Line Entry

Select this option to receive alerts about non-standard or restricted products on the Easy Line Entry or Quick Line Entry pages.

A warning icon is displayed in the grid when you enter one of these product types, but you can add the product to the order:

  • Configurable kit
  • Remanufactured core
  • Implied core
  • Dirty core
  • Environmental Classification Code Number (ECCN)
  • Lot
  • Promotional products
  • Serial
  • Substitute
  • Supersede
  • Tally
  • VA assembly

A error icon is displayed in the grid when you enter one of these product types, and you cannot add the product to the order:

  • Do not reorder (DNR)
  • Restricted product

In Quick Line Entry, a message is displayed in the Messages column to describe the warning or error. In Easy Line Entry, you can hold your mouse over the icon in the Action column to see the message.

Line Entry Method

Specify the default entry method. You can override the default entry mode from the Line Entry menu when creating or maintaining an order.

Lost Business Screen with Quote

Select this option to open the Quote Order Lost Business Reason window page each time you add or maintain a quote order. If you select this option but do not want to send the order to lost business, click Cancel. If you do not select this option, you can send the line items to lost business in the Line Item section.

Skip Maintaining Header Fields

Select this option to open the line entry page immediately after you take these actions on the Maintain page:

  1. Specify an existing order number.
  2. Click Next.

If you do not select this option, you can edit some fields on the Maintain page after you click Next. You must click Next again to advance to the line entry page.

Value Add Workflow

Select one of these options to determine workflow when you source a value add product the line to Value Add:

  • After Line Add: VA Order Entry opens after you add the line to the order.
  • After Line Change: VA Order Entry opens after you change a line.
  • After Add or Change: VA Order Entry opens when you add or change a line.
  • Pricing Only: The VA Tie/ARP Rollup page opens but a VA Order Entry does not.
  • No Access: The VA order is automatically created, and the sales order workflow is not interrupted.

Other

Device Location

If you use a device to scan credit and debit cards during tendering, specify the device location you are using if one of these conditions is met:

  • The device location you are using is different than the device location on your SA Operator Setup record.
  • A device location is not specified on your SA Operator Setup record.

The device location that you specify here overrides the setting on your operator record for the duration of your session. The device location reverts to the SA Operator Setup setting when the you log out.

Enable Signature Capture
Select this option to enable the signature capture feature for either Topaz or CenPOS devices.
Show International Approval in Header Info Widget

Select this option to display the read-only International Approval field in the Header Information widget in the left panel. This setting is used as part of the international export hold feature.