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 Payment Receipt Checkbook | A single select lookup to assign the default Checkbook for a Payment Receipt. This defaults to 'Checking' but can be changed at any time to any Checkbook. This field is always enabled. This lookup contains a list of all the Checkbooks set up in the Financial functional area. |
| Default Shipping UOM | A single select lookup to assign the default Weight Unit of Measure used for Sales transaction. 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 Cash payment checkbook | A single select lookup to assign the default Checkbook for a Cash payment. This defaults to 'Checking' but can be changed at any time to any Checkbook. This field is always enabled. This lookup contains a list of all the Checkbooks set up in the Financial functional area. |
| Default Check payment checkbook | A single select lookup to assign the default Checkbook for a Check payment. This defaults to 'Checking' but can be changed at any time to any Checkbook. This field is always enabled. This lookup contains a list of all the Checkbooks set up in the Financial functional area. |
| Default Credit Card payment checkbook | A single select lookup to assign the default Checkbook for a Credit Card payment. This defaults to 'Checking' but can be changed at any time to any Checkbook. This field is always enabled. This lookup contains a list of all the Checkbooks set up in the Financial functional area. |
| Financial | |
| Record Sales Revenue in the GL net of Delivered Freight? | A Yes/No lookup to identify .... The value defaults to "No" but can be changed at anytime. A value of "Yes" means .... A value of "No" means .... |
| Integration | |
| Are Transaction Numbers Managed By Host | A Yes/No lookup to identify whether transaction numbers during integration are managed by host. The value defaults to "No" but can be changed at anytime. A value of "Yes" means .... A value of "No" means .... |
| EDI Duplicate PO Number Hold Code | A single select lookup to |
| EDI Duplicate PO Number Notification List | A text box to specify the the EDI duplicate PO Number notification list. This defaults to blank and is not required. |
| Build Batches By | A single select lookup to specify how batches are built. This defaults to 'Transaction Status' and is required. This field is always editable. This lookup contains all the values in the SOBatchPreference Enumeration Class. |
| Item Allocation | |
| Stop over allocating for lot tracked items based on | A single select lookup to specify which lot tracked items to over allocate. This defaults to 'Do Not Evaluate' and is required. This field is always editable. This lookup contains all the values in the MFNegativeInventoryLevel Enumeration Class. |
| Stop over allocating for non lot tracked items based on | A single select lookup to specify which non lot tracked items to over allocate. This defaults to 'Do Not Evaluate' and is required. This field is always editable. This lookup contains all the values in the MFNegativeInventoryLevel Enumeration Class. |
| Can you ship more than the ordered quantity for a non-substitute order item? | A single select lookup to specify whether a non-substitute order item can ship more than the ordered quantity. This defaults to 'No' and is required. This field is always editable. This lookup contains all the values in the YesNoWarnValue Enumeration Class. |
| Auto Allocate by? | A single select lookup to specify the priority items are Auto Allocated. This defaults to 'Date Produced' and is required. This field is always editable. This lookup contains all the values in the SOAutoAllocatePriority Enumeration Class. |
| Update Allocated from Ordered for non-Lot Tracked Items shipping from non-Whse Lot Sites | A Yes/No lookup to identify . The value defaults to "No" but can be changed at anytime. A value of "Yes" means .... A value of "No" means .... |
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