Preferences: Sales
- Janice Dannenberg (Unlicensed)
- Emma Greenwood
- Tom Williams
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: 2024.06.25 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
|
| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
|
| Help | Opens the online WIKI help page for the current page.
|
| 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 | Identifies the next Contract Number that will be auto assigned to new customer contracts. This is a text box that is required and defaults to 1000. If missing, 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. Database Field: ERPx_MFSysPreferences.PreferenceValue where ERPx_MFSysPreferences.PreferenceName = "NextContractNumber" |
| Costing | |
| Sales Order Cost | Identifies the cost type to be used when displaying cost and margin information on sales transactions. This is a single select lookup that is required. It defaults to 'Market' and is always editable. The options include:
Database Field: ERPx_MFSysPreferences.PreferenceValue where ERPx_MFSysPreferences.PreferenceName = "DisplayCostsandMarginFrom" |
| Credit Hold | |
| When credit limits are exceeded | Identifies the how the system will react when a transaction exceeds a customer's credit limit. This is a single-select standard lookup that is required. It defaults to "Ignore" is always editable. The options include:
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. Note: In order to fully use this feature, Credit Limits must be setup on your Customers. Database Field: ERPx_MFSysPreferences.PreferenceValue where ERPx_MFSysPreferences.PreferenceName = "CreditLimitExceeded" |
| Default code for Credit Holds on Order | Identifies the 'Hold Code' that will be automatically assigned to Orders when the Customer has exceeded their Credit Limit. This is a single-select standard lookup that is required when the 'When credit limits are exceeded' preference is set to "Place on Credit Hold". If missing and required, the message “Default code for Credit Holds on Order is required.” will be displayed on Save. This 'Hold Code' 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 field is always editable. This lookup contains a list of all the Sales 'Hold Codes' with a 'Transaction Type' of "Order". Database Field: ERPx_MFSysPreferences.PreferenceValue where ERPx_MFSysPreferences.PreferenceName = "DefaultCreditHold" |
| Default | |
| Default Payment Receipt Checkbook | THIS IS NOT CURRENTLY USED |
| Default Shipping UOM | Identifies the unit of measure that the total weight of a sales order shipment is stored in (Lbs, Kg, Oz, Ton, etc.). All line items on a shipment will be converted to this UOM to calculate the total weight. This is a single-select standard lookup that is required. It defaults to "Lbs" and is always editable. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. The lookup contains the current assigned value and a list of all 'Active' Weight UOMs. Database Field: ERPx_MFSysPreferences.PreferenceValue where ERPx_MFSysPreferences.PreferenceName = "DefaultShipUOM" |
| Default Cash payment checkbook | Identifies the default Checkbook that will be used for a Cash payment received and entered on a Quick Sale transaction. This is a single-select standard lookup that is not required and defaults to blank. This field is always editable. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Checkbooks. Database Field: ERPx_MFSysPreferences.PreferenceValue where ERPx_MFSysPreferences.PreferenceName = "DefaultCashPaymentCheckbook" |
| Default Check payment checkbook | Identifies the default Checkbook that will be used for a Check payment received and entered on a Quick Sale transaction. This is a single-select standard lookup that is not required and defaults to blank. This field is always editable. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Checkbooks. Database Field: ERPx_MFSysPreferences.PreferenceValue where ERPx_MFSysPreferences.PreferenceName = "DefaultCheckPaymentCheckbook" |
| Default Credit Card payment checkbook | Identifies the default Checkbook that will be used for a Credit Card payment received and entered on a Quick Sale transaction. This is a single-select standard lookup that is not required and defaults to blank. This field is always editable. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Checkbooks. Database Field: ERPx_MFSysPreferences.PreferenceValue where ERPx_MFSysPreferences.PreferenceName = "DefaultCreditCardPaymentCheckbook" |
| Financial | |
| Record Sales Revenue in the GL net of Delivered Freight? | Identifies whether sales revenue is recorded in the GL net of delivered freight. This is a Yes/No lookup that is required. It defaults to "No" and is always editable. If set to "No", the journal entry to record the Delivered (Included) Freight on a Sales transaction will be calculated as follows:
|
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.