Sales Order Options

Window Details
	Navigation
	Overview
	Fields

How Do I...
	Set Up Sales Order for a New Company	Enter a Sales Kit
	Process Customer Deposits	Enter Options for Standard Bills and Sales Kits
	Integrate the Job Cost Module with Sales Order	Track a Customer's Last Purchase
	Set Up Shipping	Set Up Posting by Division in Sales Order
	Print a Report, Listing, or Form	Set Up the Quick Print Feature

Related Topics
	Create Sales Order/Quote History	Integrating Other Modules with Sales Order
	Daily Sales Reports/Updates	Posting to Future Accounting Periods
	General Ledger Accounts	Retaining Sales Order/Quote History
	Account Maintenance	Setting Up Segment Substitution for Inventory Management by Warehouse
	Price Level by Customer Maintenance	Lot/Serial Number Distribution
	Sales Order Entry

Navigation

Select Sales Order Setup menu > Sales Order Options.

The General Ledger and Accounts Receivable modules must be set up before the Sales Order module can be set up.

For new companies, you can only access Sales Order Options after completing the Sales Order Setup Wizard.

Only one user at a time can access Sales Order Options. The second user accessing Sales Order Options will open an inquiry window where fields can only be viewed.

Overview

Sales Order Options presents a series of options allowing you to maintain features most appropriate for your business. Some of these options are defined during new company setup using the Sales Order Setup Wizard, but can be maintained in this window. The options defined in the Sales Order module can have a significant effect on the integration of other modules.

Fields

1. Main
Enable Shipping	Special Item Purchases
Post Sales to General Ledger by Division	Current Fiscal Year / Current Calendar Year
Post Customer Deposits by Division	Current Period
Post Deposits in Detail	(Integrate with) General Ledger
Customer Deposits	(Integrate with) Inventory Management
Special Item Sales	(Integrate with) Job Cost
Special Item COGS

2. Entry
Description	Split Commissions Between Salespersons
Enable	Customer Split Commission to Override Ship-To Salesperson
Next Batch	Default Warehouse for Order/Invoice Header
Next Automatic Sales Order Number	Use Shipping Code to Calculate Freight
Next Automatic Invoice/Shipping Number	Use Default Order Date When Promoting to Order
Files to Check for Duplicate Customer PO Numbers	Default Days Until Quote Expires

3. Line Entry
Use Alternate Warehouse for Out-of-Stock Items	Unit of Measure for Total
Use Item Default Warehouse	Apply Item Pricing Automatically
Check for Available Quantity	Allow Discount Rate by Detail Line
Display Unit Cost	Default Special Items to Drop Ship
Display Profit Margin Percent	Warranty Calculation Based On
Profit Margin Percent to Display Warning	Recalc Expiration if Ship/Invoice Date Changed
Enable Purchase Control of Items	Enable Default Price Level by Customer
Select Items Based On	Base New Price Level Records On
Control Purchase Based On	Enable Lot/Serial Distribution
Enable Based On	Require Lines to be Fully Distributed

4. Forms
Print Sales Orders	Print Shipping Labels
Print Bar Code Sales Orders	Default Number of Shipping Labels per Order
Print Picking Sheets By	Print COD Labels
Include Kit Items on Picking Sheets	Display Message for In Use Orders that are Open
Print Bar Code Picking Sheets

5. Printing
Print Sales Journal by Division	Print Daily Sales Recap Reports
Print Gross Profit Journal	Print Recap by Item
Print Gross Profit Journal by Salesperson	Print Warehouse Detail for Recap by Item
Print Tax Detail on Sales Journal	Print Recap by Warehouse by Item
Print Tax Journal in Detail	Print Recap by Product Line
Print Daily Back Order Report	Print Recap by Warehouse by Product Line
Include Backordered Lines on Back Order Reports	Print Recap by Warehouse
Print Daily Drop Ship Report	Print Recap by Customer
Print Daily Deposit Recap Report	Print Recap by Division

6. Quick Print
Redisplay Source Document After Quick Printing	Shipping Labels After Quick Printing Picking Sheet
Picking Sheet After Quick Printing Sales Order	COD Labels After Quick Printing S/O Invoice
Picking Sheet Only for Default Warehouse	Quick Print Without Displaying Printing Window

7. History
Retain Sales Orders/Quote History	Retain Customers' Last Purchase History
Retain Deleted Orders/Quotes	Retain Backordered Lines in Invoice History
Retain Deleted Lines for Orders/Quotes	Retain Ship-To Detail in Customer Sales History
Years to Retain Sales History	Purge Sales Order Recap at Period End
Retain Lot/Serial Item Sales History

8. Job Cost
Note This tab is available only if the (Integrate with) Job Cost check box is selected. This tab is not available for Sage 100 Premium.
Post Invoice Costs to Job Cost	Require Job Number
Post Invoice Costs to Job Estimates	Allow Jobs to be Created Automatically
Post Drop Ship Costs to Job Cost	Validate Customer for Job
Relieve Work in Process	Require Cost Code
Set Job Status to Complete When Invoiced	Valid Cost Types
Include Job Number and Description in G/L Comment	Use Sales Order Accounts for COGS
Relieve Inventory	Use Sales Order Accounts for Sales Revenue
Sales Kit Update