Setting up Sales Order Presets - General

  1. Specify this information:
    Preset Code
    An identifying code for the preset.
    Preset Status
    The preset status.
    Preset Short Heading
    The preset short heading.
    Preset Description
    The preset description.
    Preset Look Up
    The preset look up.
    Preset Type

    The type of preset required. The options are:

    • Start of document - to attach the preset to the start of the document.
    • Item - to attach the preset to a particular item. The item is specified in the item code field.
    • Prompted - to prompt the user.
    • Line number - to attach the preset to a particular line of the document.
    • End of Document - to attach the preset to the end of the document.
    • Note: Start of Document and End of Document presets must be completely valid and contain enough information to create a valid transaction line without any additional data being manually entered or any warning message being displayed.
    Preset Totaling
    If this box is checked, you can total or subtotal a line value over the lines entered.
    Preset Line Number
    Number of the line within the preset. In sales order entry, the line is incremented automatically, so this field applies the preset to a particular line.
    Salesperson
    The employee to be defined as the salesperson for the item.
    Allow Multiple Invoice Lines

    Select allow multiple invoice lines.

    Note: This check box can only be used if the Preset Type is End of Document, and Preset Totaling is checked.
    If this check box is left unchecked, this end of document preset line only appears on one invoice and is marked as closed even though there may be other lines on the order that have not yet been invoiced. If the check box is checked, this end of document preset line appears on each invoice and is not closed until all other lines on the order have been invoiced.
  2. Save your changes.