Sales Order Options Home | FAQs & Troubleshooting

 

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 Post Sales to General Ledger by Division Post Customer Deposits by Division Post Deposits in Detail Customer Deposits Special Item Sales Special Item COGS	Special Item Purchases Current Fiscal Year / Current Calendar Year Current Period (Integrate with) General Ledger (Integrate with) Inventory Management (Integrate with) Job Cost
2. Entry
Description Enable Next Batch Next Automatic Sales Order Number Next Automatic Invoice/Shipping Number Files to Check for Duplicate Customer PO Numbers	Split Commissions Between Salespersons Customer Split Commission to Override Ship-To Salesperson Default Warehouse for Order/Invoice Header Use Shipping Code to Calculate Freight Use Default Order Date When Promoting to Order Default Days Until Quote Expires
3. Line Entry
Use Alternate Warehouse for Out-of-Stock Items Use Item Default Warehouse Check for Available Quantity Display Unit Cost Display Profit Margin Percent Profit Margin Percent to Display Warning Enable Purchase Control of Items Select Items Based On Control Purchase Based On Enable Based On	Unit of Measure for Total Apply Item Pricing Automatically Allow Discount Rate by Detail Line Default Special Items to Drop Ship Warranty Calculation Based On Recalc Expiration if Ship/Invoice Date Changed Enable Default Price Level by Customer Base New Price Level Records On Enable Lot/Serial Distribution Require Lines to be Fully Distributed
4. Forms
Print Sales Orders Print Bar Code Sales Orders Print Picking Sheets By Include Kit Items on Picking Sheets Print Bar Code Picking Sheets	Print Shipping Labels Default Number of Shipping Labels per Order Print COD Labels Display Message for In Use Orders that are Open
5. Printing
Print Sales Journal by Division Print Gross Profit Journal Print Gross Profit Journal by Salesperson Print Tax Detail on Sales Journal Print Tax Journal in Detail Print Daily Back Order Report Include Backordered Lines on Back Order Reports Print Daily Drop Ship Report Print Daily Deposit Recap Report Print Daily Sales Recap Reports	Print Recap by Item Print Warehouse Detail for Recap by Item Print Recap by Warehouse by Item Print Recap by Product Line Print Recap by Warehouse by Product Line Print Recap by Warehouse Print Recap by Customer Print Recap by Division Automatically Print All Additional Reports That Apply
6. Quick Print
Redisplay Source Document After Quick Printing Picking Sheet After Quick Printing Sales Order Picking Sheet Only for Default Warehouse	Shipping Labels After Quick Printing Picking Sheet COD Labels After Quick Printing S/O Invoice Quick Print Without Displaying Printing Window
7. History
Retain Sales Orders/Quote History Retain Deleted Orders/Quotes Retain Deleted Lines for Orders/Quotes Years to Retain Sales History Retain Lot/Serial Item Sales History	Retain Customers' Last Purchase History Retain Backordered Lines in Invoice History Retain Ship-To Detail in Customer Sales History Purge Sales Order Recap at Period End
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 Post Invoice Costs to Job Estimates Post Drop Ship Costs to Job Cost Relieve Work in Process Set Job Status to Complete When Invoiced Include Job Number and Description in G/L Comment Relieve Inventory Sales Kit Update	Require Job Number Allow Jobs to be Created Automatically Validate Customer for Job Require Cost Code Valid Cost Types Use Sales Order Accounts for COGS Use Sales Order Accounts for Sales Revenue