Visma.net ERP
Sales order preferences (SO101000)
This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.
This window holds settings that affect the Inventory workspace as a whole, including processing, posting, and approval settings.
The General settings tab
You can use this tab to select the default order types and price validation options, as well as to specify the processing options for shipments and documents created and generated in the workspace.
The Data entry settings section
| Element | Description |
|---|---|
| Default sales order type | The type of sales order that will appear as the default sales order type in the Sales orders (SO301000) window. |
| Default transfer order type | (This element is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.) The type of transfer order that will appear as the default transfer order type in the Sales orders (SO301000) window. |
| Show gross margin/profit | If you select this check box, the totals for margin, profit and mark up are displayed in the window. |
| Kit cost based on components | Select this check box if you want the cost in the Sales orders (SO301000) window to be based on components instead of the kit itself. |
| Use replacement cost for margin/profit | Select this check box if you want to use the default supplier's Last supplier price (this price is set on the Supplier details tab in the Stock items (IN202500)window) instead of the item price (which is set on the Price cost information tab in the Stock items (IN202500) window) for each item, to calculate margin / profit. |
| Override supplier price | If you select this check box, you can override the supplier price. |
| Shipment number series | The numbering sequence to be used to assign IDs to shipments when a new shipment is created by using the Shipments (SO302000) (SO302000) window. |
| Advanced availability validation | This check box indicates (if selected) that a shipment document cannot be saved if the updated available quantity of any item listed on the document will result in a negative value. |
The Price settings section
| Element | Description |
|---|---|
| Validate min. markup |
An option that controls whether the minimum markup, set on the Price/cost information tab of the Stock items (IN202500)window for stock items and on the similar tab of the Non-stock items (IN202000) window for non-stock items, will be validated when the user manually enters a unit price on a sales order, an invoice, or the Sales prices (AR202000) window. Select one of the following values:
|
| Use a price adjustment multiplier | A check box that (if selected) causes the system to calculate prices for non-base units of measure by using the price adjustment factor along with the conversion factor. If the check box is cleared, the system ignores the price adjustment factor when calculating prices. |
The Freight calculation settings section
This section only if the Inventory functionality is enabled in the Enable/disable functionalities (CS100000) window.
| Element | Description |
|---|---|
| Freight allocation on partial shipping | For partial shipments, the way the premium freight amount should
be allocated among shipments:
|
The Shipment settings section
| Element | Description |
|---|---|
| Free item shipping |
This element is available only if the Customer and supplier discounts functionality is enabled in the
Enable/disable functionalities (CS100000) window. The way the free items should
be distributed among partial shipments of all the goods specified in
the sales order.
|
| Hold shipments on entry | This check box indicates (if selected) that a newly created shipment will have the On hold status by default. |
| Validate shipment total on confirmation | This check box indicates (if selected) that the shipment confirmation can be saved only after you enter the shipment total in the Control total field. |
| Add zero lines for items which are not in stock |
This check box indicates (if selected) that pick lists and
shipments will be generated with lines for items currently not in
stock. This option can be selected if you have classes of stock
items for which a negative quantity is allowed and if you don't want
to rely completely on availability data (in some cases, although the
system shows an item as not in stock, the quantities required for a
shipment may be available for some reason). You can also select this option because customers may want to view the lines for items that were ordered but not shipped. |
| Create zero shipments | A check box that indicates (if selected) that a shipment can be
created even if there are no available items for any lines. We do not recommend selecting this check box if in your organisation, shipments are generally created automatically by using the Process orders (SO501000) window. This check box is available only if the Inventory functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Update the warehouse automatically when shipment is confirmed | This check box indicates (if selected) that system will automatically update the warehouse once the shipment is confirmed. |
The Invoice settings section
| Element | Description |
|---|---|
| Hold invoices on failed credit check | A check box that indicates (if selected) that an edited invoice can be saved only with the On hold status if the customer fails the credit check. |
| Use shipment date for invoice date | A check box that you select if you want the shipment dates to
appear in invoices as invoice dates. If the check box is cleared, the current business date will be used as the default date for invoices when they are automatically generated for confirmed shipments. |
The Posting settings section
| Element | Description |
|---|---|
| Consolidate documents when updating the inventory | This check box indicates (if selected) that the shipment
documents will be grouped for updating the availability data. If the check box is not selected, each confirmed shipment will update the availability data. |
| Automatically release inventory documents | This check box indicates (if selected) that the inventory documents generated on
release of the sales documents will be automatically released
in the Inventory workspace. If the check box is not selected, the inventory documents generated on release of the sales documents should be manually released in the Inventory workspace. |
| Use shipped-not-invoiced account |
This check box indicates (if selected) that the shipped-not-invoiced account (and subaccount, if applicable) should be used for cost transactions (instead of the COGS accounts) to delay posting to COGS accounts. You can select this option if your
organisation processes customer invoices for shipments later than
inventory issues. |
| Shipped-not-invoiced account | The expense account to be used as the shipped-not-invoiced account if the Use Shipped-not-invoiced- account check box is selected. |
| Shipped-not-invoiced sub. |
The subaccount to be used as the shipped-not-invoiced subaccount if the Use shipped-not-invoiced account check box is selected. This field is available only if the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) window. |
The Sales profitability settings section
This section is available only if the Kit assembly functionality is enabled in the Enable/disable functionalities (CS100000) window.
| Element | Description |
|---|---|
| Cost calculation basis for non-stock kits |
|
You use this tab to configure approvals for sales orders of order types for which approval is supported. For more information, see: Order types. This tab includes the Require approval check box and a table that lists the approval maps to be used (if the check box is selected) to assign sales orders of different types to employees for approval. You can use this table to select the approval maps to be used for specific types of sales orders.
You specify one map for an order type if sequential approval is required and you can specify more than one map for any order type if multiple parallel approvals are required for orders of this type
The Reporting settings tabThis tab contains the list of the predefined
mailings for customers.
Mailings are used to send electronic versions of documents
(by email) to customers and to company employees who oversee operations with
customers.
The mailing settings specified here are used as default values for
mailing settings of customer classes, which in turn provide default values for
mailings configured for particular customers.
Emails for active mailings will be
sent to customer contacts and company employees when a user invokes the action
specific to the mailing.
Such emails can contain sales orders, pick lists, shipment
confirmations, invoices, or dunning letters.
You can modify predefined mailings or add new custom mailings.
To add a new custom
mailing to be used for customers, you need to define automation steps for the windows in which specific documents are created or processed.
The tab includes the Default sources table, with the list of mailings, and the Default recipients table, with the list of recipient types.
The Default sources tableBy using the Default sources table, you can create a
list of active mailings that can be used for customers.
You can select the
report or an email template (notification template) to be used as the body of
the emails generated for the mailing.
| Column | Description |
|---|---|
| Mailing ID | The unique ID of the mailing. An alphanumeric string of up to 10 characters can be used. Select one of the following predefined mailings, which are designed to inform users and external contacts about the particular events:
|
| Default email account | The system email account to be used by default for the mailing.
If no account is specified, the default system account will be used. |
| Report ID | The ID of the sales orders report to be used as the
email's body (if a report is used for this mailing). Select the report from the list. |
| Notification template | The email template to be used to generate the body of the email (if an email template is used for this mailing). Caution: For each mailing, you can use only one of the options as the body of the email: a report or a notification template (email template). |
| Format | The format in which the report (if applicable) will be sent by
default if a recipient has no other preferences. Select one of the following options: HTML, Excel, or PDF. |
| Active | This check box indicates (if selected) that this mailing is
active. Only active mailings can be used. |
The Default recipients tableYou use this table to create and modify the list of default recipient types for the mailing selected in the Default sources area.
| Column | Description |
|---|---|
| Contact type | The type of contact to receive emails generated for the mailing.
Select one of the following:
|
| Contact ID | The ID of the recipient. A particular recipient can be
selected only if Employee was specified as the
Contact type. This employee will receive all the emails generated for the selected mailing. |
| Format | The format in which the report (if applicable) will be sent. Select one of the following options: HTML, Excel, or PDF. |
| Active | This check box indicates (if selected) that this contact or
contact type is active. Only active recipients receive the emails. |
| Bcc | This check box indicates (if selected) that this contact or contacts of the type will receive a blind carbon copy (Bcc) of the emails for the selected mailing. |
Related concepts
About predefined types of sales orders
About sales order processing options
About invoices in the sales workspace
About credit checks in the Sales workspace
About cash sales processing options
About invoice order processing options
About predefined order types for customer returns
About shipment processing options
About landed costs for transfers
About processing transfer orders
Related tasks
Create a sales order with allocations
Create a sales order with reserved allocations
Process returns for credit (RC)
Process returns with replacement (RR)
Process authorised returns (RM)
Print pick lists for multiple shipments
