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- Currency: The currency field displays the currency the order is invoiced in. The value is pulled from the customer record and the field is for informational use only and cannot be edited. The order is created in this currency, but the Journal Entry created for the transaction is created in the company currency. The Exchange Rate table (System > Currency Exchanges) determines the conversion rate.
- Default Carrier: Displays a drop-down menu of all active carriers for the user to select the shipment method for the order. If the address being shipped to has a carrier assigned to it, this field will default to select the assigned carrier. Or, if there is no carrier assigned to the address but there is a carrier selected for the “Default Carrier” Sales preference, this field will default to select the preference carrier. If the selected Carrier is visible to Logistics, the shipments on the transaction will be managed in the Logistics module. Whether or not the Carrier is required is determined by the ‘Are Carriers required for Orders and Returns?' Sales Order preference.
- Default Deliver On: Displays a text box field for the user to enter the date on which the order needs to be delivered. This field defaults to the date selected for the Deliver On field on the Select Ship-To window. Updating the field will update the Deliver On date in the Shipments tab when the transaction has a single shipment.
- Default Ship By: Displays a text box field for the user to enter the date by which the order must be shipped. This field defaults to the date selected for the Ship by field on the Select Ship-To window.
- Default Site: Displays a drop-down menu of all the sites assigned to the workflow group for the address. These sites are determined in the Workflow setup in the System module.
- Purchase Order: Displays a text box field for the user to enter the purchase order associated with the order. If the Purch. Order field on the Select Ship-To window was completed, the PO field will auto-populate to reflect the same entry.
- Hold Code: Displays a drop-down menu of all the Hold Codes configured in Hold Codes Master ListFile. If a Hold Code is applied to the transaction, the Status and Workflow fields and the Print toolbar icon will be disabled/enabled dependent on what property is set for each Control in the Hold Code Master File. For more information on the Hold Code Master File properties, click here.
- Ship to: Displays a drop-down menu of the available shipping addresses for the customer by ID. The address of the selected address ID is populated as read-only beneath the selection. This field’s title displays a hyperlink that, when clicked, opens the Edit ship-to address window, which allows the user to edit the “Ship Attention To” name, the address, and the phone number without affecting the address or customer record.
- Status: Displays a drop-down menu of the status options for the order. This field defaults to ‘New’ but all available statuses are determined in Status Setup.
- Workflow: Displays a drop-down menu of the workflow options for the order. These workflow options are determined in the Workflow setup in the System module.
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If the preference is set to Place on Credit Hold, a message prompt is displayed for the user and the Sales Order Hold Code field automatically populates with value Credit Hold. When the order has been placed on a credit hold, the Status and Workflow fields and the Print toolbar icon become disabled (if the Disabled property in the Hold Code Master File is set to 'Yes' for all three fields). The credit hold can be manually removed by clicking the Hold Code menu and selecting an empty value. This allows a user to proceed with the order.
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