The Sales functional area is used to manage sales transaction, payment receipts and customer balances. The Sales functional area integrates with the Financial, Inventory and Sales Program functional areas. The purpose of the Sales Preference Page is to configure how these features work. From here, users can set defaults, identify which features are used, and how the enabled features perform.
Software Version: 2019.09.03 and newer
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| Save | Saves all changes. |
| Fields | Description |
| Preference Name | Identifies the Preference that is being setup. |
| Value | A text box or lookup to set the value of the preference. Preference values are always editable and can be changed at any time, unless otherwise specified. |
| Preferences | Description |
| Contract Defaults | |
| Next Contract Number | A text box to assign the next Contract Number that will assigned to a new customer contract. When a new contract is added, the Contract Number is auto-assigned from this preference value and then the value is incremented by 1. This defaults to 1000 and is always required and editable. |
| Credit Holds | |
| When credit limits are exceeded | A single select lookup to assign the default behavior when credit limits are exceeded. This defaults to 'Ignore' but can be changed at any time to either 'Warn' or 'Place on Credit Hold'. This field is always enabled. |
| Default code for Credit Holds on Order | |
| Default | |
| Default Shipping UOM | A single select lookup to assign the default Weight Unit of Measure used for Inventory Shipments. This defaults to 'Lbs' but can be changed at any time to any "Weight" unit of measure. This field is always enabled. This lookup contains a list of all the Weight UOM's. |
| Default Attribute Class from Item Class for new Items | |
| Default Production Batch Attribute Class | A single select standard lookup to assign a default 'Production Batch Attribute Class' to be assigned to new Inventory Items. This defaults to blank and can be changed at any time. This is typically used in companies that have different Production Batch Attributes defined for different types of items or in companies that want all Production Batches to have the same list of Attributes. This lookup contains a list of all the 'Attribute Types' assigned to the Production Batch Attribute Class. |
| Default Owner | A single select standard lookup to assign a default 'Owner' to be assigned to new Inventory Lots. This defaults to "Default Owner" and can be changed at any time. This lookup contains a list of all the Owners in the Lot Owners master file. |
| Use the Host System's lot tracking capability | |
| Default Gross Weight from Item Setup on Transfer Transactions | A Yes/No lookup to identify whether or not Transfer transactions calculate the Gross Weight for each transfer line item or always set the Gross Weight to 0.00. The value defaults to "No" but can be changed at anytime. A value of "No" means that the 'Gross Weight' for each transfer line will be set to 0.00 and will require manual input to be updated. A value of "Yes" means that the 'Gross Weight' for each transfer line will be calculated (but can be overwritten) based on the Items "Manage Items By" property value as follows:
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| Setup | |
| Require Reason Codes for all Adjustment lines | A Yes/No lookup to identify whether or not Adjustment transactions can saved to a Status of "Approved" or "Ready to Post" if they contain transaction lines without a 'Reason Code'. The value defaults to "No" but can be changed at anytime. A value of "Yes" means that every Inventory Adjustment transaction line must have a 'Reason Code' assigned. If they do not, the message "Reason Codes are required for all Adjustment transaction lines." will be displayed on Save. A value of "No" means that Inventory Adjustment transaction lines are not required to have a 'Reason Code' specified. |
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