Setting Sales Order Parameters

  1. Open the Sales Order Parameters form.
  2. Specify this information:
    SO Prefix
    Specify a prefix to append to the system generated number of each sales order created.
    Product Code
    Select the product code that you want to use by default to hold general ledger account information for use in posting expenses and revenue for service orders and service contracts.
    Working Status
    Use End User Types
    Select this check box if you want to use end user types for sales orders. The system uses the end user type if it is not blank to acquire the sales and cost of goods sold account numbers.
    Allow SPA Pricing
    Select this check box if you want to allow the use of special pricing agreements (SPA) for sales orders.
  3. Save the settings.