Process level

A process level is a reporting or processing unit that you define for the company. You can specify a process level as a department, processing division, or sales office.

To access order processing options such a default order type, cancellation reason code, and ship days for calculating the default expected ship date on an order, you can assign Order Entry defaults to process levels.

Note: If necessary, you can change process levels for unreleased invoices.

If your company creates invoices at the process level, then you must select invoicing parameters during process level setup. These parameters require that you must specify a process level each time you create and process invoices.

You can also assign unique general ledger accounts to each process level to default for special order items. Special order items are materials that do not exist on the item master record but you can include on a sales order.