Work with sales order types (DMR02801)

Options

Selection fields

Type: This column lists the existing order types.

BtB type: Indicates the Purchase BtB order type that has been defined to be used when a BtB order is created from the related order type.

IRO type: Indicates the Internal Replenishment Order type that has been defined to be used when a purchase order is created from the internal sales order.

Container consolidation

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. If you want to allow consolidation of several orders into one container, this column displays the panel value code denoting the type of container consolidation.

Valid codes are:

Code	Description
A	Always
C	By consolidation group
O	By order type

Consolidation group: This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. If the panel value code of C (By consolidation group) is displayed for the order type in the Container consolidation column, this column displays the consolidation group.

Order simulation: This column denotes if the order type should be used for sales order simulation/sales quotation simulation (i.e. like a normal order/quotation but without any updates performed).

Work with sales order types (DMR02804)

Related topics

When entering a new sales order a sales order type must be chosen. Only those sales order types established in this table are valid.

The field that indicates whether this sales order type will produce an invoice or a credit note should be completed with a 1 for an invoice or 2 for a credit note.

For example: If the sales order type indicates that a pick list and an invoice must be printed for the sales order, then the entire pick list process (printout and confirmation) must be carried out before the invoicing routine can be completed.

There are certain document printouts that cannot be combined in the same sales order type. For example, the Batch and Direct print parameters cannot both be set to YES for the same document. If incorrect, those fields will be highlighted and an error message will be displayed.

A sales order type for Back to Back (BtB) orders can be defined. This is an order type that will automatically create a purchase order from a sales order. The referencing Purchase order type must exist in the Purchase order type table with information regarding whether the BtB order type will have a transit delivery or a direct delivery. Certain rules apply when working with BtB sales order types. For example:

Credit orders are not allowed.
Pick list printouts are required for transit deliveries.
Batch invoice printouts are required.
Direct printing of invoices is NEVER allowed for either BtB transit or BtB direct deliveries.

A sales order type for Internal replenishment orders (i.e. IR order type) can be defined. This is an order type that will automatically create a purchase order from an internal sales order. Internal replenishment orders can be created in batch or directly (depending on what was defined for the corresponding IR purchase order type).

Function keys

Order type

This description will be displayed on panels associated with the entry of a sales order and printed on both external and internal documents.

Invoice/Credit note

Enter 1 if this sales order type is to produce an invoice. Enter 2 if this sales order type is to produce a credit note. Certain stipulations apply:

If this is a BtB sales order type a credit note cannot be produced.
If this order type will be used for SMS claim orders (i.e. the Claim order field (for SMS) below is set to YES), this field must be defined with 1 (invoice).

Document printout

All documents associated with a sales order are listed:

Quotations
Order confirmation
Pick list
Transport note
Invoice
Cash receipt

In the fields below you indicate if the documents are to be printed in batch or directly.

Note: If the Claim order field is set to YES, invoice must be printed.

Batch: Indicate if the connecting documents are to be printed in a batch printing session after an order with this order type is entered into the system. Note: If this is a BtB sales order type an invoice must be printed in a batch printing session, never directly.

Direct: Indicate if the connecting documents are to be printed directly after an order with this order type is entered into the system. Note: A Cash receipt can only be printed interactively after the Cash sale is entered into the system. If Cash receipt is set to YES, no other documents are allowed for this order type.

Amounts: Indicate if amounts are to be printed on the transport note.

Heading: Enter the text you want to be printed as the heading for each document. If the fields are left blank a standard heading is printed on each document respectively.

BtB order type: If this is a Back to Back sales order type (i.e. a purchase order will be created from the sales order) enter the Purchase BtB order type used when a BtB order is created. This Purchase BtB order type must exist in the Purchase order type table along with the kind of delivery that will take place.

IR order type

If this is an Internal replenishment (IR) order type (i.e. a purchase order will be created from the internal sales order), enter the Purchase IR order type used when an Internal replenishment order is created. This IR purchase order type must exist in the Purchase order type table.

The following restrictions apply for IR purchase order types:

BtB is not allowed
Service type and Service agreem type must be set to NO
Credit order not allowed
Update A/R must be set to NO
Pick list print must be set to YES
Cash receipt must be set to NO

Order simulation

Set this field to YES if this order type should be used for sales order simulation/sales quotation simulation (i.e. like a normal order/quotation but without any updates performed). When creating a new sales order/sales quotation, an Order simulation/Quotation simulation function key is available allowing the user to switch to simulation mode.

The following stipulations are applicable for this type of order type:

Credit order is not allowed.
Pick list must be defined as batch printed. Even though no actual pick list will be printed, this must be defined since simulation entry of batches, serial numbers and zone/locations is not supported.
Order confirmation must be defined as batch printed.
No update of stock on hand, statistics, etc can be defined.

E-mail/paper only: This flag is applicable for ORDRSP and DESADV DI documents. If you set this flag to YES the ORDRSP and DESADV DI documents will not be created when sales order confirmation and transport note are printed. This makes it possible to activate DI documents ORDRSP and DESADV for a customer, but use specific a SO type in situations where the document should be sent by email/paper only instead of exchanging the document via the DI method. The exception for this is if these documents are activated for method ACCEMAIL. If such is the case, then these documents will be created together with a paper copy when this field is set to YES. Note: This setting can be overridden when selecting orders for printout of order confirmation and/or transport note.

Updates

Update stock on hand

Indicate if the stock on hand balance should be updated after an order with this sales order type has been entered into the system. If this is a BtB order this field must be set to YES. Cannot be set to YES if this sales order type will be used to claim SMS rebates, pay customer rebates or claim supplier rebates. The settings for those fields are defined on the next panel.

Note: Set this field to NO if you want this order type to be used for a price correction order (this makes it possible to surcharge or credit an incorrectly invoiced sales price/value). This means that no cost bookings will be posted for the order, nor will any quantities be affected in the statistics.

Update A/R: Indicate if the accounts receivable system should be updated. If Cash receipt is set to YES, this field must be set to NO.

Update demand data

This field is only displayed if DC1 Inventory Control is installed and activated. Indicate if this sales order type should update demand statistics in the DC1 Inventory Control system. You must complete this field before running the DC1 IC Initialisation routine.

Valid codes are:

Code	Description
0	Do not update demand
1	Update demand
2	Update demand when delivered from stock, but not when BtB

Update demand whs

This field is only displayed if DC1 Inventory Control is installed and activated. Indicate how demand should be tracked.

Valid codes are:

Code	Description
1	Sourcing policy top warehouse. The system will track demand on the top sourcing policy warehouse.
2	Order line warehouse. The system will track demand on the order line’s dispatch warehouse.

Work with sales order types (DMR02805)

Related topics

On this panel you define additional information for the sales order type.

Fulfilment rules

The fields below control how you can best meet your customer’s needs when attempting to fulfil requested quantity on a sales order. The following alternatives are available:

Sourcing policy – Always active and is utilized if the end-user does NOT manually enter a warehouse during sales order entry. It is used to find the first warehouse where the item is active.
Auto source – You can turn it on or off. If set to YES, it is used to search for available quantity in all warehouses in the sourcing policy, else create a Back to Back order. If set to NO, use availability check functionality. (See Auto source field on this panel).
Automatic fulfilment – You can turn it on or off. If set to YES, must be used together with Auto source. This is advanced handling of fulfilling requested quantity, letting the system take over some decisions that are normally handled by the user, e.g., if a split with dispatch from two warehouses should be performed. (See Automatic fulfilment field).
Availability check – May be used on its own or together with Auto source. This can be done at order entry or during pick list print. (See the Av check order entry and Av check, pick list fields).

Automatic fulfilment

Mandatory entry. Indicate if the system should automatically control some advanced rules when sourcing an item during sales order entry. The YES/NO code stated here is populated to the Sales order header when an order is created and can be changed on order level.

If YES – the system will apply the Order fulfilment rule logic to find the requested quantity. Note: This logic is only performed when the order line is entered. Split on warehouse is NOT performed if the quantity is increased on an existing line. Automatic fulfilment has no impact on backorder line creation during pick list confirmation or invoicing.

If set to YES, the Av check order entry field below must be blank. If set to NO, the Av check order entry field below must be set to 1, 2 or 3.

Auto source

Mandatory entry. Indicate if the system should search through all warehouses in the sourcing policy to find the requested quantity. This field also exists in the Item file – where you can make an exception if you do not want the YES logic set here to apply to a particular item. (See Auto source/Sourcing policy combination on Item level for more information). Note: If you want the system to search for available inventory in all warehouses in the sourcing policy, this field and the equivalent in the Item file must be set to YES.

If you set this field to YES and requested quantity cannot be found the result depends on different settings in the system and occurs in the order outlined:

Create a BtB order (if allowed for the item, as defined on Item/Warehouse level in the Transit and Direct fields) using the Sourcing policy, attributed either to the customer or to the item, for the best possible delivery to your customer.
If BtB not allowed, apply the Automatic fulfilment rules (via the OFR code) if Auto fulfilment is allowed for the sales order type.

If you set this field to NO, the system retrieves the Sourcing policy only to search for the first active warehouse in which the item is stored. If that warehouse does not have enough stock available, a message will be displayed.

This field must be YES if the Automatic fulfilment field is set to YES. Cannot be set to YES if the Av check, pick list field is NO.

Av check order entry

Mandatory entry if the Automatic fulfilment field is set to NO. Enter the code indicating if a stock availability check should be performed at Sales order entry.

Valid codes are:

Code	Description
1	Yes, a check should be performed. Entry will not be allowed if the available quantity (according to the time axis) is lower than the ordered quantity at the given date.
2	Yes, a check should be performed. Allow entry, but with an on-line warning.
3	No check, allow all entries. Note: This code will exclude items from sales order re-planning.

Note: A corresponding code exists in the Item file (the Availability check field on the Inventory information panel). If a code is defined there it will override the code entered in this field.

Av check quotation: This flag controls if an availability shall be performed when entering a sales quotation. If set to YES, the availability check will work like a sales order defined with Availability check code = 2 (i.e., an on-line warning will be displayed if there is not enough available).

Date adjustment: This field is only valid for sales orders that have more than one sales order line. Indicate if the system should adjust all sales order lines to the latest dispatch date. This will allow all of the sales order lines to be dispatched in the same shipment.

Order priority: Optional entry. Enter a code from the Sales order priority table indicating the priority of the sales order. In the event of a shortage in stock the deliveries can be dispatched via the Work with allocation routine according to their priority. By using priority codes special and individual treatment can also be provided to customers in terms of delivery service. The value entered in this field overrides the default value defined in the DIS control file.

Back order priority: Optional entry. Enter a code from the Sales order priority table indicating the priority of the back order. In the event of a shortage in stock the back order deliveries can be dispatched via the Work with allocation routine according to their priority. The value entered in this field overrides the default value defined in the DIS control file.

Backlog

Mandatory entry. Indicate if you want this sales order type to allow backlog on the sales order header.

If DC1 Contract Managed inventory is activated, and a SCS- or WDS- or WBS inventory contract is manually linked to a sales order created for this sales order type (i.e on the Work with sales orders, Create new panel), and the backlog flag was set to YES or NO on inventory contract header or inventory contract/customer settings level, the backlog code for the customer will be searched and retrieved in the following order:

The system will search for a setting in the Work with inventory contracts, Customer settings file. If the flag exists (i.e. it is not blank), it will be retrieved to the sales order header.
If no Backlog setting is found in the Customer settings file, the system will search for a Backlog setting on the Inventory contract header. If found, it will be retrieved to the sales order header.
If the Backlog flag on the Inventory contract header is blank, the flag from this sales order type will be retrieved to the sales order header.

Av check, pick list: Mandatory entry. This is an extra security measure to prevent pick lists from being printed when item is not available. Indicate if you want the system to consider the OFR code (the Order fulfilm rule field) defined in the Customer file during pick list print. If set to NO, there will not be any type of availability check applied during pick list print (i.e. the OFR code will be ignored. Instead, print any pick list line regardless of available quantity in stock). Note: This field must be set to NO if Update stock on hand is set to NO.

Blog at pick conf: Indicate if the picked lines are to be backlogged after Pick list confirmation. If set to NO, the picked lines will be backlogged during invoicing.

Avail check BOM: This field is only displayed when DC1 Manufacturing is installed and activated. Indicate if availability check should be done according to the item’s bill of material (variant 000) if the item is not available in stock. Only components defined with availability with stop or warning will be checked. If availability check is defined on item level the item definition will override this information.

Avail check BOR: This field is only displayed when DC1 Manufacturing is installed and activated. Indicate if availability check should be done according to the item’s bill of routing (variant 000) if the item is not available in stock. If availability check is defined on item level the item definition will override this information.

Avail check SOP: This field is only displayed when DC1 Manufacturing is installed and activated and the sales and operation functions are activated in the MFG control file. Indicate if availability check should be done according to the item’s sales and operation plan, if the item is not available in stock. If availability check is defined on item level the item definition will override this information.

Miscellaneous

Pick consolidation: Indicate if order lines of this order type are to be included in the Pick consolidation routine. Note: The field must be set to NO if direct print of pick list is defined and if 1 is defined in the Av check, pick list field.

Shipment prep: Indicate if order lines of this order type will be processed by the Shipment preparation process.

Commissions: Indicate if sales commissions are to be generated for this sales order type. If set to NO, commissions for salesmen cannot be generated for sales orders using this order type. Note: This field must be set to NO if the order type is a credit order.

Collection required: Mandatory entry. Indicate if open sales order lines (lines at status 30 or below) should appear on the route delivery list as goods to collect for return. Note: This field can only be set to YES if the order type is a credit order and if Update stock on hand is set to YES.

Change tracking: Indicate if tracking is desired. If set to YES, tracking will be performed for changes to Item code, Quantity, Unit, Sales price and Dispatch time in all order confirmation formats (paper, fax, e-mail, DI). When order confirmations are printed the printout will indicate any changes to these values.

Supplier ref mand

Mandatory entry. Indicate if the supplier number and supplier order number fields are mandatory entries during sales order entry for an order with this order type. This is applicable for turnover or commission orders (i.e. where the manufacturer or supplier deals with the customer and the distributor gets a commission for the distribution service).

If you set this field to YES, indicating that they are mandatory fields on the sales order a duplicate check will be performed, after they are entered, to see if the supplier order number already exists on another sales order for the entered supplier. If duplicates exist, a warning message will appear where order number and order date for the first found duplicated order is displayed. Despite the warning, the order can be created with the duplicate reference. The supplier and supplier order number fields will also be possible to maintain on sales order header, not only on the order creation panel.

Salesman fr handler: The salesman for a sales order is normally retrieved from the Salesman field in the Customer file. If you want the salesman to be retrieved from the handler for this order type used on the sales order, set this field to YES. In the Work with signatures file, the handler must also be defined as a salesman (i.e. the Salesman field must be set to YES, and the Handler salesman field in that file must be defined with the applicable ID).

Firm allocation

This field is only displayed if the FIRMALLO (Firm allocation) function is activated in the Function control file. Indicate if the sales order type is to be flagged for firm allocation (i.e. automatically allocate stock for the customer if the dispatch date is within the time horizon and the entire quantity is available). The sales order lines on all sales orders using this sales order type will automatically be flagged for firm allocation if the customer is also enabled for firm allocation. See combination of settings below. Note: You can also manually set an order to be firm allocated, (i.e. change the Firm allocation flag on the order header before any lines are registered), regardless of the settings on the sales order type and customer. The settings on sales order type and customer level allow for a pre-defined set-up.

Combination of settings:

Customer	Order type	Order header
Y	Y	Y
Y	N	N
N	Y	N
N	N	N

Bonus conditions: This field is only displayed if the Bonus pricing policy parameter is set to YES in the DIS control file. Set this flag to YES if the same item bonus functionality should be checked during sales order entry for an order with this order type.

Wake up call: This field is only displayed if the WAKEUP (Wake up call interface) function is activated in the Function control file. Set this flag to YES if you want wake up call entries to be created in the Wake up call interface file, (viewed via the Wake up call enquiry), for an order with this order type before an order on an outbound shipment is picked and ultimately departs, allowing the customer to make additions to the order should this be needed.

Settle control actv: Indicate if the cash sales settlement control is active and if the settlement functionality should apply for this sales order type. This field cannot be set to YES, if Cash receipt is YES for document printout. To enable this control, you must also set Update A/R to YES.

Download to shipping

This field is only displayed if the CARRSHIP (Carrier shipment interface) function is activated in the Function control file. Set this flag to YES for the applicable order type to denote that sales orders using this order type shall be included in the Carrier shipping interface, (i.e., the order can be sent to a third-party software that handles the shipping and freight fee).

Note that this field is not applicable for the following:

BtB direct order type.
Credit order type.
If no pick list is printed.

Click Next to access the next detail panel where you can define more information for the sales order type.

Work with sales order types (DMR02806)

Related topics

On this panel you define more information for the sales order type.

Note: If DC1 Service is installed and activated and this is a service order type, an additional panel for service-related information will be displayed after you click OK on this panel.

Hold

Hold invoice: Indicate if the invoice should be held from processing. If set to YES, the invoice will be held from further processing until the code is changed in the order header. Changing the code can be done via the Maintain sales order program or via the Release orders for invoicing program.

Proof of del hold: Indicate if the invoice is to be held due to proof of delivery of the goods. This is an added security measure allowing the customer to approve and sign for the reception of goods before being invoiced. If set to YES, the Proof of del hold on the Customer file panel in the Business partner file must also be set to YES, otherwise the invoice will not be held.

Service

Service type

This field is only displayed if DC1 Service is installed and activated. Indicate if this sales order type is a service order type. If set to YES, the Service agreem type field must be set to NO and the Hold invoice field must be set to YES. If set to YES, the Service information panel will be displayed when you click OK on this panel.

Note: If the Service type field is set to YES and a pick list should be printed, the Blog at pick conf field must be set to YES and Inpicking list must be selected. If set to YES, the Proof of del hold field on the Customer file panel in the Business partner file must be set to NO.

Service agreem type: This field is only displayed if DC1 Service is installed and activated. Indicate if this sales order type is a service agreement order type. If set to YES, the Service type field must be set to NO. In addition, only the invoice can be specified for printout.

Surcharge and Fees

Surcharge information is only displayed if the flag for Surcharge handling is set to YES in the DIS control file. If that flag is set to NO, this heading will read Fees and the Surcharge handling field below will not be displayed.

Administration fee: Mandatory entry. An administration fee can be created by the system as a set amount and/or amount per order value limit, or it can be entered manually at sales order entry or pick list confirmation. To apply this fee, the Administration fee field in both the Customer file and this field must be set to YES. During order entry you have the possibility to automatically simulate a preliminary administration fee, using the actual order value. See Set up administration fees for more information about defining and applying administration fees.

Invoice fee: Mandatory entry. An invoice fee can be created by the system as a set amount and/or amount per order value limit, or it can be entered manually at sales order entry or pick list confirmation. To apply this fee, the Invoice fee field in both the Customer file and this field must be set to YES. During order entry you have the possibility to automatically simulate a preliminary invoice fee, using the actual order value. See Set up invoice fees for more information about defining and applying invoice fees.

Surcharge handling: Only displayed if the flag for Surcharge handling is set to YES in the DIS control file. Indicate if surcharge handling is allowed for this order. See Set up surcharge fees for instructions.

Container

Consolidation

This field is only displayed if the CONTAINR (Container handling) function is activated in the Function control file. If you want to allow consolidation of several orders into one container, enter the applicable panel value code denoting the type of container consolidation. (See the Set up consolidated picking for containers section in Setting up the container handling functionality for more information.)

Valid codes are:

Code	Description
A	Always
C	By consolidation group
O	By order type

Consolidation group: This field is only displayed if the CONTAINR (Container handling) function is activated in the Function control file. If you entered C (By consolidation group) for the order type in the Consolidation field, you must enter the applicable consolidation group in this field.

Statistics

Orders received: Indicate if sales order line information should be added to the Sales order statistics lines file.

Invoice search: Indicate if the Invoice search file should be updated.

Sales: Indicate if the Invoice period in the Sales order statistics lines file should be updated when the Sales order invoice is printed. Note: If this field is set to YES, the Orders received field must also be set to YES.

Order flow log: This field is only displayed if the Order flow log function is activated. Set this field to YES if you want to log the sales/purchase order flow for orders with this order type each time a change occurs for a line at a log point. If set to YES, the information will be updated in the Order flow log file. If the Order status or Order progress fields are set to YES, this field must be set to YES. Note: The information is logged in iSeries, but is only displayed in DC1 Analyser.

Order status: This field is only displayed if the Order status statistics function is activated. Set this field to YES if you want to update the Order status statistics file when a sales order with this order type changes status at a valid log point. If set to YES, the Order flow log field must also be set to YES. Per order status, the following are measured: warehouse, order type or a combination of these; volume, weight, number of lines, cost value and net value. Note: The information is logged in iSeries, but is only displayed in DC1 Analyser.

Order progress: This field is only displayed if the Order progress statistics function is activated. Set this field to YES if you want to update the Order progress statistics file with the order progress for sales orders with this order type. If set to YES, the Order flow log field must also be set to YES. The information is logged in the iSeries, but is only displayed in DC1 Analyser.

Order cost factor

This field allows you to differentiate the cost of a sales order per order type, as the cost can vary (e.g., a picking order may be more expensive than a direct order). Enter the applicable order cost factor for this order type.

Note: The order cost factor you enter for the order type will be multiplied with the cost defined in the Sales order cost field in the DIS control file. The resulting cost will be used to update records in the Balance file for the Balance type 066. The applicable data for the balance type is updated when you invoice. This balance type can, in turn, be included in reports you create via the Profitability Analysis tool in DC1 Analyser and the DC1 Report Writer. Balance information can also be analysed in the Balances and transactions enquiry.

For example:

If you set the Order cost factor to 1, the cost for the order with this order type will be the same as that defined in the Sales order cost field in the DIS control file.
If you set the Order cost factor to 1.5, the cost for the order with this order type will be 1.5 times that defined in the Sales order cost field in the DIS control file.
If you set the Order cost factor to 0.5, the cost for the order with this order type will be half the cost of that defined in the Sales order cost field in the DIS control file.

Line cost factor

This field allows you to differentiate the cost of a sales order line per order type, as the cost can vary (e.g., a picking order line may be more expensive than a direct order line). Enter the applicable line cost factor for this order type.

Note: The line cost factor you enter for the order type will be multiplied with the cost defined in the Sales order line cost field in the DIS control file. The resulting cost is used to update records in the Balance file for the Balance type 009 if a Sales order type or Balance type 209 if a Service order type. The applicable data for the balance type is updated when you invoice. This balance type can, in turn, be included in reports you create via the Profitability Analysis tool in DC1 Analyser and the DC1 Report Writer. Balance information can also be analysed in the Balances and transactions enquiry.

For example:

If you set the Line cost factor to 1, the cost for the order line with this order type will be the same as that defined in the Sales order lne cost field in the DIS control file.
If you set the Line cost factor to 1.5, the cost for the order line with this order type will be 1.5 times that defined in the Sales order lne cost field in the DIS control file.
If you set the Line cost factor to 0.5, the cost for the order line with this order type will be half the cost of that defined in the Sales order lne cost field in the DIS control file.

Defaults

Terms of payment

Optional entry. Enter a code from the Terms of payment table for this sales order type. During order entry, this entry will override the terms of payment defined for the customer in the Business partner file. This allows you to deviate from the normal payment terms for the customer. This deviation can be applied for whatever reason, but is, for example, typically used in the pharmaceutical industry, (referred to as Forward charging, which is a term used to denote goods dispatched in one period but invoiced and due as if dispatched sometime in the future), to promote highly seasonal products, getting them into the market ahead of time but delaying the payment.

If DC1 Contract Managed inventory is activated, and a SCS- or WDS- or WBS inventory contract is manually linked to a sales order created for this sales order type (i.e. on the Work with sales orders, Create new panel), and the TOP code was defined on inventory contract header or inventory contract/customer settings level, the terms of payment code for the customer will be searched and retrieved in the following order:

(If there is a debtor defined per customer, the system will search for a TOP for this debtor in the Business partner file). If found it will be retrieved to the sales order header.
If there is no debtor defined for the customer in the Business partner file, the system will search for a TOP in the Work with inventory contracts, Customer settings file. If found, it will be retrieved to the sales order header.
If no TOP is found in the Customer settings file, the system will search for a TOP on the Inventory contract header. If found, it will be retrieved to the sales order header.
If the TOP on the Inventory contract header is blank, the TOP for the customer from the Business partner file, or the Sales order type TOP will be retrieved to the sales order header.

Terms of delivery: Optional entry. Enter a code from the Terms of delivery table for this sales order type. During order entry, this entry will override the terms of delivery defined for the customer in the Business partner file. This allows you to deviate from the normal delivery terms for the customer.

Manner of transport: Optional entry. Enter a code from the Manner of transport table for this sales order type. During order entry, this entry will override the manner of transport defined for the customer in the Business partner file. This allows you to deviate from the normal manner of transport for the customer.

Commodity code: Optional entry. Enter the commodity code that will be used as the default, and retrieved to the sales order line, if the same field on the Item file maintenance, Basic data panel is blank. This is a code which provides a standard classification for all items within the European Community. You can, instead, leave this field blank but define it per item in the Item file.

Work with sales order types, Copy (DMR02807)

Related topics

Type: Displays the order type you selected to copy.

New: Enter the new sales order type you are creating.

Work with sales order types, Deletion (DMR02810)

Related topics

Work with sales order types (DMR02813)

Note:

Related topics

On this panel you enter sales order type information for EANway orders. See About the EANway method for more information.

EANway

Scan pack: Indicate if scan packing should be performed for the order.

ASN required: Indicate if an advance shipment notification should be sent to the customer prior to the physical shipment of the order.

EANway order: Indicate if a check should be performed that the received electronic order is an EANway order. If this field is set to YES, the EANway files, the customer purchase order header and lines are created. The flow log is updated for CPO creation.

P/list auto dlt line: Indicate if the sales order line should be deleted in case of insufficient stock. If this field is set to YES, then the respective sales order line is deleted due to deficit quantity. If set to NO, the standard DC1 logic will be performed.

P/list auto dlt r/cd: Enter a lost sales reason code, from Work with lost sales reason codes, which is relevant to the reduction of the sales order quantity at pick list print. If left blank, then the default lost sales reason code is retrieved from the DIS control file. Note: If this field is completed, then the P/list auto dlt line field must be YES.

User defined

The fields in this section are completely user-defined. The ones displayed have been defined in the EANway application control file, in the Sales order type extension text section. You can use the fields as you wish. The information entered in the fields are for informational purposes only.

Alpha 1-5
Numeric 1-5
Alpha flag 1-5

Work with sales order types (DMR02814)

Note:

Related topics

On this panel you define additional Italian-specific information for the sales order type.

VAT register code

Enter the sales VAT register that should apply for this order type. A sales register is identified by the code V and a unique number, set up in Work with VAT register codes.

The register code also defines the split and numbering of invoices. In the invoice creation process, the register code is a criterion to split the invoice. This means that there could be different order types on the same invoice, but all of them must be defined with the same register code.

The VAT register number series is linked to the A/R invoice number series making it possible to differentiate the A/R invoice number series according to different sales.

Reason of transport: Enter the reason of transport code for the order type. The reason will be printed on the transport note. If more sales order types exist for the same transport note, then the reason code is retrieved from the first order type.

Shipping invoice

The following applies for this function:

Prerequisites: Sales order types defined with this field set to YES must not be mixed on the same transport note with order types defined with this field set to NO. You need to differentiate between the order types by setting up different number series in the Work with transport note number series program.

If YES, then the invoice creation is automatically started for the transport note when the transport note is printed for a sales order. The normal transport note is not printed. A specific invoice layout is used, including all data of a normal invoice, and in addition normally printed data on the transport note, such as reason of transport, number of packages, transport date/time, etc.

Close order w/o inv: Indicate if a sales order with this order type should be closed without creating the invoice. The order status on both header and lines will be directly set to 60.

Work with sales order types (DMR02815)

Related topics

This panel is only displayed if the DC1 Customer/Supplier Rebates (RBT) and/or the DC1 Supplier Marketing Support (SMS) application is installed and activated.

Rebate Handling

This heading and the fields below are only displayed if the DC1 Customer/Supplier Rebates (RBT) application is activated.

Note: A sales order that is created as a payment order or a claim order is created in the Work with rebate claims or Work with rebate payments routines. Such orders are based on a number of rebate transactions and cannot be changed. They can only be deleted in those routines or displayed in the Sales order enquiry.

Payment order

Only displayed if the DC1 Customer/Supplier Rebates (RBT) application is activated. Indicate if the sales order type is used for payment of customer rebates. Normally, a credit sales order type is used for this purpose. If set to YES, the following must also be defined:

Invoice/Credit note must be set to invoice.
Document printout must be set to YES for invoice (the only document allowed).
Update stock on hand must be set to NO.
Sales in the Statistics section must be set to NO.

Claim order

Only displayed if the DC1 Customer/Supplier Rebates (RBT) application is installed and activated. Indicate if the sales order type is used for claim of supplier rebates. Normally, an invoice sales order type is used for this purpose. If set to YES, the following must also be defined:

Invoice/Credit note must be set to invoice.
Document printout must be set to YES for invoice (the only document allowed).
Update stock on hand must be set to NO.
Sales in the Statistics section must be set to NO.

Calculation: Indicate if customer rebates are allowed to be calculated for an invoice line originating from a sales order line with this sales order type. Note: If this field is set to YES, the Update stock on hand field must also be set to YES.

SMS

This heading and the fields below are only displayed if the DC1 Supplier Marketing Support (SMS) application is installed and activated.

Note: A sales order that is created as a claim order is created in the Work with SMS rebate claims file. Such orders are based on a number of rebate transactions and cannot be changed. They can only be deleted in that routine or displayed in the Sales order enquiry.

Claim order

This field is only displayed if the DC1 Supplier Marketing Support (SMS) application is installed and activated and must only be completed if you plan to use the A/R claim method for processing your rebate claim. Indicate if you want this sales order type to be used when claiming the rebate amount from rebate payers. If set to YES, the following must also be defined:

Invoice/Credit note must be set to invoice.
Document printout must be set to YES for invoice (the only document allowed).
Update stock on hand must be set to NO.
Sales in the Statistics section must be set to NO.

SMS rebates: This field is only displayed if the DC1 Supplier Marketing Support (SMS) application is installed and activated. For the normal SO type you have set up in your system, set this field to YES. This indicates that rebates should be retrieved from SMS agreements for this sales order type. The search for the best rebate is triggered during sales order line entry when this sales order type is used. Note: If this field is set to YES, Update stock on hand must also be set to YES.