Order Entry and Quoting Setup Guide - Revision history

Freddy at 17:08, 3 January 2022

2022-01-03T17:08:56Z

2022-01-03T16:55:36Z

2022-01-03T16:53:16Z

2022-01-03T16:52:19Z

2022-01-03T16:49:34Z

2022-01-03T16:45:34Z

2021-12-21T16:21:48Z

2021-07-13T18:53:45Z

‎Review and Update Rule Maintenance Records

2021-03-17T19:05:18Z

2018-10-30T16:42:12Z

← Older revision		Revision as of 17:08, 3 January 2022
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	__NOTOC__		__NOTOC__
−	~~Refer to the '''[[:Category:Order Entry\|Order Entry]]''' Category or use the Wiki Search bar to find related topics.~~
−	~~Refer to the '''[[:Category:Accounts Payable\|Accounts Payable]]''' Category or use the Wiki Search bar to find related topics.~~

	== Overview ==		== Overview ==

@@ Line 1: / Line 1: @@
 __NOTOC__
 Refer to the '''[[:Category:Order Entry|Order Entry]]''' Category or use the Wiki Search bar to find related topics.
 == Overview ==

@@ Line 1: / Line 1: @@
 __NOTOC__
-Refer to the '''[[:Category:Order Entry|Order Entry]]''' Category or use the Search bar for related topics.
+Refer to the '''[[:Category:Order Entry|Order Entry]]''' Category or use the Wiki Search bar to find related topics.
 == Overview ==

← Older revision		Revision as of 16:52, 3 January 2022
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	__NOTOC__		__NOTOC__
		+	Refer to the '''[[:Category:Order Entry\|Order Entry]]''' Category or use the Search bar for related topics.

	== Overview ==		== Overview ==

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 If the client requires an open sales order conversion, refer to the Sales Order Conversion Guide (UNDER CONSTRUCTION) for detailed information on the import and reconciliation process.
 <br>
 <br>

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 The SODATES rule controls how the SO Load Date, SO Required Date and the PWO Due Date set on a new SO.  The rule allows you to override the default logic using offset days from the SO Date when creating new SOs.  Verify the entries in this rule are what the client wants.
 ===Sales Order Freight Charge (SOFRTCHARGE)===
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 ===Terms of Payment Codes (TERMS)===
 The TERMS rule controls the valid terms of payment for both the AR and AP applications.  Reconcile the entries against the customer questionnaire and the Open AP Invoice import data (if customer's data includes payment terms).  Add any needed terms and delete any terms that are not needed.  Too many TERMS options generally add user confusion and can create invoice records with unwanted terms.
 ==Review and Complete Additional Sales Order Setup==

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 * Suppress Shipping Event
 * Allocate defines whether or not item quantities are considered allocated when sold as a line item
 ===Sales Order Types (Overflow) (SOTYPE2)===

← Older revision		Revision as of 16:42, 30 October 2018
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	Set up up all needed Item Price Groups in the ITEMGRP rule.		Set up up all needed Item Price Groups in the ITEMGRP rule.

−	Use the Price Group Import utility to import large, custom pricing setups. If there are any errors, or mass changes needed after the import, the Customer Pricing data is ~~help~~ in the PRICEGROUP data table.	+	Use the Price Group Import utility to import large, custom pricing setups. If there are any errors, or mass changes needed after the import, the Customer Pricing data is held in the PRICEGROUP data table.