Sales Order Entry - Copy field descriptions

Fields are listed in alphabetical order.

All Lines

You can use this field when you copy multiple orders. Select this option to copy all lines from the original order to the new order.

Convert To

Select the type of order you want to create.

Note:  The label for the Stock and Counter Sale orders can be customized in Order Type Display table in SA Table Value Code Setup. The customized label replaces Counter Sale and Stock Order in all instances in the application.

If you select Pricing/Discounting, the fields in the Select Order section are not available. You cannot copy multiple price and discounting records.

If you select Direct Order to create a warehouse transfer, or an ARP Whse where the WT DO is created for the copied order, and the product does not exist in the from warehouse for the stock line items, an errors occurs. These messages are displayed, and you cannot create the new order:

Product: XXXXXX: Line# XXX: Cannot Be Copied, Clear From List

Product/Warehouse Net Set Up in ‘From’ Warehouse – ICSW (4611)

You must clear the line number that is displayed in the message from the selected list of lines before you can copy the order.

Copy Type

Select a value to copy one order or multiple orders.

Direct Order

Select this option to indicate that the order is a direct order return. To use this option, these values must be selected:

• Single Order is selected in the Copy Type field
• Return Merchandise is selected in the Convert To field

When you select this option, you must specify a return adjust reason that is set up as vendor return type in SA Table Code Value Setup.

This option is only available when Allow Direct Order Returns is selected in SA Administrator Options-Documents-Sales Orders-Entry Settings.

From Line / To Line

Use this field when you copy multiple orders. Specify a range of lines from the original order to include on the new order. These fields are not available if you select All Lines.

Order #

Use this field when you copy multiple orders. Specify an order, and then click Add.

Order # to Process

Specify the order to copy.

Order Use Code

Specify the Order Use Code for the product on the order line. These codes are defined on the SA Table Code Value Setup - Order Use Codes screen. This value is defaulted from the Customer Setup - eCommerce screen, if defined.

Note: This field is displayed when you perform these actions:

• Select the Enable Mexican Localization Interface check box on the SA Administrator Options - Integration - Mexican Localization screen and enable the Mexican Localization interface.
• Clear the Hidden check box on the Personalize window.

Return Adjust Reason

Specify the reason that explains why the products are being returned. This field is available when you select Return Merchandise in the Convert To field.

SAT Email Address

Specify the email address for the product on the order line, to which the OE and AR documents must be sent as accepted by SAT. The application defaults the value specified in the Invoice/Payment Notification Email value on the Customer Setup - eCommerce or Customer ShipTo Setup - eCommerce screen, if defined.

Note: This field is displayed when you perform these actions:

• Select the Enable Mexican Localization Interface check box on the SA Administrator Options - Integration - Mexican Localization screen and enable the Mexican Localization interface.
• Clear the Hidden check box on the Personalize window.

SAT Original Invoice #

Select the original invoice number for which a correction is to be made or the return merchandise is to be applied. The Lookup window displays the original invoices for:

• These types of orders:
  • Stock Orders
  • Direct Orders
  • Counter Sales
  • Blanket Releases
• These stages:
  • Invoiced
  • Paid

Note: The SAT Original Invoice # field is displayed when you perform these actions:

• Select the Enable Mexican Localization Interface check box on the SA Administrator Options - Integration - Mexican Localization screen and enable the Mexican Localization interface.
• Set the Order Type field to Return Merchandise or Correction on the Sales Order Entry - Initiate screen.
• Clear the Hidden check box on the Personalize window.