The Sales functional area is used to store all Customer data and record all Sales transactions. The main tasks performed include maintaining customer data, manage customer price lists, importing and/or entering Sales Orders, and receiving and applying customer payments. The Sales functional area integrates with the Financial, Fisherman Accounting, Inventory, Load Management, 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 be assigned to new customer contracts. This defaults to 1000 and is required. If not assigned, the message "Next Contract Number is required" will be displayed on Save. 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 field is always enabled. |
| Credit Holds | |
| When credit limits are exceeded | A single select lookup to assign how the system treats Customers that exceed their Credit Limits. 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:
This lookup contains all the values in the SOCreditHoldOption Enumeration Class. |
| Default code for Credit Holds on Order | 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". |
| Default | |
| Default Payment Receipt Checkbook | A single select lookup to assign the default Checkbook for a Payment Receipt. This defaults to blank is not required. This field is always enabled and can be changed at any time to any Checkbook. This lookup contains a list of all the Checkbooks set up in the Financial functional area. Not sure if we need (or use this preference) we should confirm before publishing. |
| Default Shipping UOM | 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. |
| Default Cash payment checkbook | A single select lookup to assign the default Checkbook for a Cash payment received and entered on a Quick Sale transaction. This defaults to blank, is not required, and can be changed at any time to any 'Active' Checkbook. This field is always enabled. This lookup contains a list of all the 'Active' 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 received and entered on a Quick Sale transaction. This defaults to blank, is not required, and can be changed at any time to any 'Active' Checkbook. This field is always enabled. This lookup contains a list of all the 'Active' 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 received and entered on a Quick Sale transaction. This defaults to blank, is not required, and can be changed at any time to any 'Active' Checkbook. This field is always enabled. This lookup contains a list of all the 'Active' 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 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. |
| 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" and is a required field. This field is always enabled. |
| EDI Duplicate PO Number Hold Code | 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. |
| EDI Duplicate PO Number Notification List | A text box to specify the the EDI duplicate PO Number notification list for integrated transactions. This defaults to blank and is not required. This field is always editable. |
| 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 specify whether to update allocated from ordered for non-lot tracked items that ship from non-warehouse lot sites. The value defaults to "No" and is required. This field is always editable. A value of "Yes" means .... A value of "No" means .... |
| Item Favorites | |
| Default Item Favorites Level | A single select lookup to specify where to default item favorites. This defaults to 'Customer' and is required. This field is always editable. |
| Add Item Favorites Ordered X Times | A text box to specify how many items favorites are ordered. 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. |
| Add Item Favorites Ordered in X Days | A text box to specify how many days item favorites are ordered. 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. |
| Auto Remove Item Favorites | A Yes/No lookup to identify whether to automatically remove item favorites. This value defaults to "No" and is required. This field is always editable. |
| Order / Invoice Approval | |
| Require a printed BOL for all shipped Orders | A Yes/No lookup to identify whether a printed Bill of Landing is required for a shipped order. This value defaults to "No" and is required. This field is always editable. |
| Allow items with a zero price | A single select lookup to specify whether items with a zero price is allowed. This defaults to 'Yes' and is required. This field is always editable. This lookup contains all the values in the YesNoWarnValue Enumeration Class. |
| Order Save | |
| Do Sales Orders Require a Carrier | A Yes/No lookup to identify whether sales orders require a carrier. This value defaults to "No" and is required. This field is always editable. |
| Price Adjustment Approval | |
| Require a Note for all Price Adjustment Lots | A Yes/No lookup to specify whether a note for price adjustment lots is required for an adjustment transaction. This value defaults to "No" and is required. This field is always editable. |
| Require a Reason Code for all Price Adjustment Lots | A Yes/No lookup to specify whether a reason code for price adjustment lots is required for an adjustment transaction. This value defaults to "No" and is required. This field is always editable. |
| Price List | |
| Require Item Price End Date | A Yes/No lookup to specify whether an item price end date is required. This value defaults to "No" and is required. This field is always editable. |
| Allow Price Variances | A single select lookup to specify whether price variances are allowed. This defaults to 'Yes' and is required. This field is always editable. This lookup contains all the values in the YesNoWarnValue Enumeration Class. |
| Default Customer Quick Sale Price List | A single select lookup to specify which Quick Sale price list should be defaulted. This defaults to blank is not required. This field is always editable. This lookup contains all the values set up on the Price Lists List View where Price List Class = 'Quick Sale'. |
| Acceptable price variance below Price List price (%) | A text box to specify the acceptable percentage of price variance below Price List. This must be a whole number between 0 and 1000 and is required. If not assigned, the message "Acceptable price variance below Price List price (%)is required" will be displayed on Save. If not between 0 and 1000, the message "Acceptable price variance below Price List price (%) must be between 0 and 1000" will be displayed on Save. This field is always editable. |
| Acceptable price variance above Price List price (%) | A text box to specify the acceptable percentage of price variance above Price List. This must be a whole number between 0 and 1000 and is required. If not assigned, the message "Acceptable price variance above Price List price (%)is required" will be displayed on Save. If not between 0 and 1000, the message "Acceptable price variance above Price List price (%) must be between 0 and 1000" will be displayed on Save. This field is always editable. |
| Date used for calculating Price List Prices | A single select lookup to specify which date should be used for calculating Price List prices. This defaults to 'Order Date' and is required. This field is always editable. This lookup contains all the values in the MFPriceListDate Enumeration Class. |
| Return Approval | |
| Require a Reason Code for all Returned Lots | A Yes/No lookup to specify whether a reason code for all returned lots is required for a return transaction. This value defaults to "No" and is required. This field is always editable. |
| Require a Note for all Returned Lots | A Yes/No lookup to specify whether a note for all returned lots is required for a return transaction. This value defaults to "No" and is required. This field is always editable. |
| Sales Defaults | |
| Default Employee Sale Payroll Deduction Code | A single select lookup to specify which employee sale payroll deduction code should be defaulted for a sales order. This defaults to blank is not required. This field is always editable. |
| Sales Tax | |
| Enable Sales Tax on Employee Sales | A Yes/No lookup to specify whether sales tax is included on an employee sales transaction. This value defaults to "No" and is required. This field is always editable. |
| Enable Sales Tax on Customer Sales | A Yes/No lookup to specify whether sales tax is included on an customer sales transaction. This value defaults to "No" and is required. This field is always editable. |
| Transaction | |
| Default Carrier | A single select lookup to specify the default carrier. This defaults to blank is not required. This field is always editable. This lookup contains a list of all the active Carriers set up in the Sales functional area. |
| Allow Duplicate PO Numbers | A single select lookup to specify if duplicate PO Numbers are allowed. This defaults to 'Warn' and is required. This field is always editable. This lookup contains all the values in the YesNoWarnValue Enumeration Class. |
| Default Transaction Class for New Orders | A single select lookup to specify the Transaction Class that should be defaulted for new orders. This defaults to blank and is not required. This field is always editable. This lookup contains all the values set up in the Transaction Class LV where Transaction Type = 'Order'. |
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