Creating order types

  1. Select Supply Management > Supply Management Setup > Item & Order Billing > Order Entry Order Types.
  2. Click Create.
  3. Specify this information:
    Company
    Select a company.
    Order Type
    Specify an order type code and description. You can override the order type when you create the order.
  4. In the Processing Options section, specify this information:
    Process Type
    Select a process type to assign to the order type. After you use an order type, you cannot change this field.
    Invoice Type
    Select an invoice type. After you use an order type, you cannot change this field.
    Rush Order
    Select this check box to create a rush order.
  5. In the Line Defaults section, specify this information:
    Create Purchase Order
    Select this check box to create a purchase order with this order type.
    Drop Shipment
    Select this check box if the vendor delivers the goods directly to the customer with this order type.
  6. In the Ship Immediate Options section, specify this information:
    Ship Immediate
    Select this check box if the order is immediately shipped.
    Print Pick List
    Select this check box if a pick list is printed for orders that are immediately shipped.
    Print Pack List
    Select this check box if a packing list is printed for orders that are immediately shipped.
    Print Invoice
    Select this check box if an invoice is printed for ship immediate types.
  7. Click Save.