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  13. Set up default values...

Set up default values for sales order lines in smart sales order entry

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You can set up default values which will be used for all sales order lines created from this point on in the Smart sales order entry session.

  1. Select the Work with sales order menu item and go to the Order lines panel.
  2. On the Order lines panel, click Smart order entry.
  3. Toggle to the applicable Smart sales order entry panel/mode and click Defaults.
  4. You access the Line default values window, where the following fields can be set up with default values:
    5. Dsp
    Displays the dispatch date for the order line. Enter the new dispatch date for which all sales order lines, entered from this point on, should be delivered.
    Req
    Enter the requested dispatch date. All sales order lines, entered from this point on, will have this date.
    Eng
    This field is only displayed if the order you are entering is for a Service order. Enter the engineer code which connects items and labour to the specified engineer. This will be the default for all service order lines that you enter from this point on.
    Disc ID
    Enter a discount ID. This field is mandatory if either Disc amount or Disc % are used.
    Disc amount
    Enter the discount amount per unit to be allowed on all sales order lines entered from this point on. If entered, the Disc % field must be blank.
    Disc %
    Enter the manual discount percentage(s) to be allowed on all sales order lines entered from this point on. If entered, the Disc amount field must be blank.
    FOC
    Set this field to YES if you want all sales order lines, entered from this point on, to be free-of-charge. Otherwise, set this field to NO.
    Note: If any order lines, with an existing price, are to be given to the customer free-of-charge, the system will keep the existing price, if you do not manually change the price to zero (0). The invoice will display the price that the customer would normally pay but it will not, however, be included in the total invoice amount.

    Mix types of lines
    The OT field allows you to mix different types of order lines per order. This means you can have normal order lines as well as transit and/or direct delivered BtB order lines on the same order. You can enter the following information:

    OT
    If all sales order lines, entered from this point on, should be a BtB (Back to Back) order, enter the BtB purchase order type. Note: This field cannot be used for cash sales, IRO’s and any sales order attached to a production BtB order type.

    Click OK. All sales order lines entered from this point on will have the default values you define.

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