Setting up Values to be used on a Sales Order Preset

Sales Order Presets Value Setup enables you to define the values used in the Sales Order Preset.

  1. From the Action menu within Sales Order Preset, select Value Entries.
  2. Specify this information:
    Preset Code and Description
    These fields are automatically populated from the current Sales Order Preset.
    Value Label Short Heading/Short Heading for Query
    The required value label.
    Value Label Value Type
    Depending on the value label selected, this field may automatically be completed, or you may have to select the type of the value label.

    Options are:

    • Without Units - a number without a unit of measure attached to it. For example, a percentage.
    • With Units - a number with a unit of measure attached to it. For example, a quantity.
    • Corresponds to Base Currency - a number that is the base currency.
    • Corresponds to Transaction Currency - a number that is the transaction currency.
    • Corresponds to Reporting or 2nd Base Currency - a number that is the reporting or 2nd base currency.
    Preset Value
    The value to be used in the preset if required by the value label value type.
    Formula Code
    The formula to be used for the value, for example VAT, which has been set up using the Formula Designer user tool.
    Non-Entered Value
    Indicates whether or not this is a non-entered value. That is, it is not entered by the user.
    Unit of Measure
    The unit of measure to be applied, as defined using Unit of Measure Labels (UOM).
    Conversion Rate
    The rate to be used to convert the From currency to the To currency, such as rate = 2.1 for sterling to USD.
  3. Save your changes.