Setting up Sales Types (STS) - General

  1. Specify this information:
    Data Access Group Code
    The data access group code.
    Date for Price Book

    Date to be used to determine which price book is applied, if these have been set up. Options are:

    Entry Date
    The date the sales order line was entered.
    Own Due Date
    The date when you expect the sales order to be dispatched.
    Own Latest Due Date
    The date when you expect the sales order to be dispatched which may have been updated from the original date.
    Customer's Requested Due Date
    The date when the customer expects to receive the sales order.
    Agreed Due Date
    The date when the customer expects to receive the sales order which may have been updated from the original date.
    Order Line Date
    The date on the sales order line, which may differ to the date when it was entered.
    Default Currency Code
    Currency to be used as the default. This must already have been set up using Currency Codes (CNC). A currency can also be read from an analysis code defined in the sales business setup or entered at run-time.
    Account Required
    Sales stage by which an account code must be entered.
    Asset Required By
    Sales stage by which an asset code must be entered.
    Batch Required By
    Sales stage by which a batch reference must be entered.
    Item Characteristic Reqd By
    Sales stage by which the values of any defined item characteristics must be entered.
    Allow Generate / Adv Generate
    Check this check box to enable the Generate and Advanced Generate actions within sales order entry for any type of sales order. These actions allow you to copy lines from one order to another. The Generate Credit Lines action is normally used for credit notes and sales return notes; whereas the Advanced Generate action is normally used for sales return notes only.
    For credit notes and sales return notes, lines on the original transaction are copied to the credit note or sales return note to obviate the need to retype the information. This is also useful for normal sales orders.
    The Advanced Generate action enables you to use a control desk filter and form to find the original order to copy from.
  2. These fields control if sales orders or sales return notes can be entered manually for this sales type for transactions for goods, charges, services or non-inventory, for example if they are ticked manual entry is prohibited for that type. Specify this information:
    Prohibit Goods Manual Entry
    The prohibit goods manual entry.
    Prohibit Service Manual Entry
    The Prohibit service manual entry.
    Prohibit Charge Manual Entry
    The prohibit charge manual entry.
    Prohibit Non-Invy Manual Entry
    The prohibit non-invy manual entry.
    Reprocess After Entry Stage
    Indicates whether or not the line of the transaction should be automatically reprocessed at the entry stage before progressing to the next processing stage. The next processing stage may be acknowledge or generate invoice, depending on how the stages are set for this sales type. If the user selects a line specific action from the Action > Line menu, then the Reprocess Line action is automatically called before processing the selected action. If the user selects a transaction specific action from the Action menu, then Reprocess All is automatically called before processing the selected action.
    Receipt Alternative Reference

    You can specify an alternative reference to be copied into the Alternative Reference field on any receipts created for the order. Options are:

    • Miscellaneous Reference 1
    • Miscellaneous Reference 2
    • Second Reference
    • Acknowledgement Reference
    • Purchase Requisition Transaction Reference
    • Analysis Code 1-10
    • Not Used
    Note: This only applies to receipts resulting from Sales Return Notes.
  3. Save your changes.