The bolded view is the default view, which will determine the view will automatically display in when opened. 

A single select lookup to assign how the system reacts when a Transaction exceeds a Customer's Credit Limit. This defaults to 'Ignore' but can be changed at any time to either 'Warn' or 'Place on Credit Hold'. This field is required and always enabled. The options include:

• Ignore: Nothing happens when a customer exceeds their credit limit.
• Warn: If a customer exceeds their credit limit, a warning will appear on Save alerting the user. This is just an alert, it will not prevent the order from proceeding. 
• Place on Credit Hold: If a customer exceeds their credit limit, a warning will appear and the order will be placed on Credit Hold by applying the 'Hold Code' specified in the 'Default code for Credit Holds on Order' preference.

This lookup contains all the values in the SOCreditHoldOption Enumeration Class. 

Note: "When credit limits are exceeded" preference is set to "Place on Credit Hold" the preference "Default code for Credit Holds on Order" must be filled in otherwise a message “Default code for Credit Holds on Order is required.” will be displayed.

A single select standard lookup to assign the 'Hold Code' that will be automatically assigned to Orders where the Customer has exceeded their Credit Limit. This will only be applied if the 'When credit limits are exceeded' Preference is set to "Place on Credit Hold" and the transaction would put the Customer over their Credit Limit.

This lookup contains a list of all the Sales 'Hold Codes' with a 'Transaction Type' of "Order".

A single select lookup to assign the default Weight Unit of Measure used for Sales Order 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.

A single select lookup to assign the default Checkbook for a Cash payment received and entered on a Quick Sale transaction. This field defaults to blank and is not required. This field is always enabled.

This lookup contains a list of all the 'Active' Checkbooks set up in the Financial functional area.

A single select lookup to assign the default Checkbook for a Check payment received and entered on a Quick Sale transaction. This field defaults to blank and is not required. This field is always enabled.

This lookup contains a list of all the 'Active' Checkbooks set up in the Financial functional area.

A single select lookup to assign the default Checkbook for a Credit Card payment received and entered on a Quick Sale transaction. This field defaults to blank and is not required. This field is always enabled.

This lookup contains a list of all the 'Active' Checkbooks set up in the Financial functional area.

A Yes/No lookup to identify whether sales revenue is recorded in the GL net of delivered freight. The value defaults to "No" and is required. This field is always enabled. 

If set to "No", the journal entry to record the Delivered (Included) Freight on a Sales Transaction will be calculated as follows:

• Debit the GL Account assigned as the Item's 'Freight Expense (Debit)' account for the amount of the freight
• Credit the GL Account assigned as the Item's 'Freight Accrual (Credit)' account for the amount of the freight

If set to "Yes", the journal entry to record the Delivered (Included) Freight on a Sales Transaction will include an additional entry to reduce the Sales revenue by the freight amount and put those dollars in a Freight Revenue account as follows:

• Debit the GL Account assigned as the Item's 'Freight Expense (Debit)' account for the amount of the freight
• Credit the GL Account assigned as the Item's 'Freight Accrual (Credit)' account for the amount of the freight
• Debit the GL Account assigned as the Item's 'Sales' account 
• Credit the GL Account assigned as the Item's 'Freight Revenue (Credit)' account

A Yes/No lookup to determine whether or not transaction numbers are managed by NorthScope or by the host ERP/Accounting system. The value defaults to "No" and is a required field. This field is always enabled.

• Yes: NorthScope looks to the host system tables to get the next transaction number.
• No: the next numbers come from the NorthScope tables.

A single-select lookup to specify the EDI duplicate PO number hold code for integrated transactions. This defaults to blank and is not required. This field is always editable.

This lookup contains all the values in the SOHoldType Enumeration Class.

A single-select lookup to determine how batches are built in the host ERP/Accounting system when transactions are integrated. This defaults to 'Transaction Status' and is required. This field is always editable. The available options are:

• Transaction Status
• Transaction Status and Site
• Transaction Workflow Step
• Inv. Doc ID, Order Type and Status
• Order Doc ID and Status

This lookup contains all the values in the SOBatchPreference Enumeration Class.

Note: “Ready to Post” is displayed as “RTP” in the host system batch name. 

A single-select lookup to determine whether or not you allow Lots to be over-allocated when the item is lot tracked. This defaults to "Do Not Evaluate" and is required. This field is always editable.

• Do Not Evaluate: Users can over-allocate a Lot (allocate more than is currently available).
• Available Only: Users will not be able to allocate more than the available quantity
• Available and On Hand: Users will not be able to allocate more than the On Hand quantity. 

If an item’s ‘Manage Items By’ property is set to “Units Only” OR “Both”, NorthScope bases the over allocation validation on Units.  If the item’s ‘Manage Items By’ property is set to “Weight”, NorthScope bases the over allocation validation on Weight.

This lookup contains all the values in the MFNegativeInventoryLevel Enumeration Class.

Note: If Sales Order allocation preferences are set to either “Available Only” or “Available and On Hand” and a Sales order has been allocated prior to a user updating the Inventory “Negative Available Balances” property, it is possible to draw the lots negative.

A single-select lookup to determine whether or not you allow Lots to be over-allocated when the item is not lot tracked. This defaults to "Do Not Evaluate" and is required. This field is always editable.

• Do Not Evaluate: Users can over-allocate a Lot (allocate more than is currently available).
• Available Only: Users will not be able to allocate more than the available quantity
• Available and On Hand: Users will not be able to allocate more than the On Hand quantity. 

If an item’s ‘Manage Items By’ property is set to “Units Only” OR “Both”, NorthScope bases the over allocation validation on Units.  If the item’s ‘Manage Items By’ property is set to “Weight”, NorthScope bases the over allocation validation on Weight.

This lookup contains all the values in the MFNegativeInventoryLevel Enumeration Class.

Note: If Sales Order allocation preferences are set to either “Available Only” or “Available and On Hand” and a Sales order has been allocated prior to a user updating the Inventory “Negative Available Balances” property, it is possible to draw the lots negative.

A single-select lookup to specify whether or not you allow over allocation. This defaults to 'No' and is always required. This field is always editable.

• No: Users will be unable to allocate more than what has been ordered
• Warn: Users will receive a warning if they allocate more than what has been ordered but they can chose to over-allocate
• Yes: Users may over-allocate and no messages will be displayed

If an item’s ‘Manage Items By’ property is set to “Units Only” OR “Both”, NorthScope bases the over allocation validation on Units. If the item’s ‘Manage Items By’ property is set to “Weight”, NorthScope bases the over allocation validation on Weight. This preference applies to Orders, Invoices, Price Adjustments, and Returns.

This lookup contains all the values in the YesNoWarnValue Enumeration Class.

A single-select lookup to determine how NorthScope will auto-allocate Lots for sales order allocation.  This defaults to 'Date Produced' and is required. This field is always editable. The available options are: 

• Date Produced: NorthScope will allocate the oldest lots first based on product age.
• Smallest Quantity: NorthScope will allocate the Lots with the least amount of product in order to close them out first.

This lookup contains all the values in the SOAutoAllocatePriority Enumeration Class.

This preference determines whether or not allocated quantities for non-lot tracked items will automatically stay in sync with the ordered quantities on Sales Orders and Invoices. The value defaults to "No" and is required. This field is always editable.

• Yes: Any non-lot tracked item shipping from non-warehouse lot sites on a Sales Order transaction will automatically be updated on save to have its allocated quantities match its ordered quantities
• No: Any non-lot tracked item shipping from non-warehouse lot sites on a Sales Order transaction must be manually updated for allocated quantities

A single-select lookup to specify the default value for the ‘Use Favorites for’ field on the Customer Master File. This defaults to 'Customer' and is required. This field is always editable.

• Address: New Customers added in NorthScope will default to store Item Favorites independently for each address
• Customer: New Customers added in NorthScope will default to store item Favorites at the Customer level and all Addresses will inherit their Item Favorites from the Customer
• None: Item Favorites will not be defaulted.

Note: The most typical setting is "Address" since it provides the most granular level of detail.

A text box to specify how many times the item needs to be ordered before it gets added to the list of Item Favorites. This must be a positive, whole number and is required. If not assigned, the message "Add Item Favorites Ordered X Times is required" will be displayed on Save. This field is always editable. If it is set to 3, the Customer or Address would have to order the item at least 3 times before it will get auto-added to their list of Item Favorites. The purpose of this is provide a way to ensure the most typically ordered items are added to the Item Favorites and not items that may have been accidentally ordered or that are seldom ordered. 

Note: This preference is one of the two preferences that determine how items are automatically added to the list of Item Favorites. This preference works in conjunction with the Preference "Auto-add Item Favorites ordered in X days".

A text box to specify the time interval used to auto-add items to the list of Item Favorites. This must be a positive, whole number and is required. If not assigned, the message "Add Item Favorites Ordered in X Days is required" will be displayed on Save. This field is always editable. If it is set to 90, the Customer or Address would have to have ordered the item within the past 90 days for it to be auto-added to their list of Item Favorites. The purpose of this is provide a way to ensure that only the most typically ordered items are added to the item favorites and not items that may have been ordered a long time ago and are not currently being ordered.

Note: This preference is one of the two preferences that determine how items are automatically added to the list of Item Favorites. This preference works in conjunction with the Preference "Auto-add Item Favorites ordered X times".

A Yes/No lookup to identify whether or not Item Favorites are removed if they no longer meet the criteria that auto-adds them. This value defaults to "No" and is required. This field is always editable.

• Yes: Items that no longer meet the criteria that would auto-add them will be removed
• No: Items that have been added as an Item Favorite can only be manually removed

Note: The most typical setting is "Yes" since it keeps the Item Favorite list the most accurate.

A single-select lookup to specify whether or not Orders, Invoices, Price Adjustments, and Returns can be "Approved" if there are one or more line items with a zero price. The purpose of this preference is to prevent transactions that are missing prices from being set to a status of "Approved". This defaults to "Yes" and is required. This field is always editable.

• No: Users will be unable to set transactions to be in "Approved" status until the item(s) are priced or removed from the transaction.
• Warn: Users will be prompted with a message indicating there are items with missing prices and given the option to proceed by clicking "OK", or to return to the order to make changes by clicking "Cancel".
• Yes: Users will be able to set transactions to be in "Approved" status and no messages will be displayed.

This lookup contains all the values in the YesNoWarnValue Enumeration Class.

Note: The most typical setting is "Warn". For companies that ship a lot of “Samples” with no prices they may set this to ‘Yes’.

A Yes/No lookup to identify whether or not Quick Sales (to Employees) support charging Sales Tax. The value defaults to "No" but can be changed at anytime. 

A value of "Yes" means that the 'Tax Class' field on Quick Sales to Employees will be enabled. If so, the values will default from the Employee and can be edited to calculate or not calculate sales tax.

A value of "No" means that the 'Tax Class' field on Quick Sales to Employees is disabled, will not default from the Employee, and sales tax will not be calculated.

A Yes/No lookup to identify whether or not Quick Sales (to Customers) support charging Sales Tax. The value defaults to "No" but can be changed at anytime. 

A value of "Yes" means that the 'Tax Class' field on Quick Sales to Customers will be enabled. If so, the values will default from the Customer and can be edited to calculate or not calculate sales tax.

A value of "No" means that the 'Tax Class' field on Quick Sales to Customers is disabled, will not default from the Customer, and sales tax will not be calculated.