Visma Net

Order types (SO201000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can use this window to view the settings of available order types.

For descriptions of the predefined order types, see: About predefined types of sales orders and About sales order processing options.

You can create new order types only if the Custom order types functionality is enabled in the Enable/disable functionalities (CS100000) window.

To create new order types, use one of the templates (which are groups of settings for typical order types) and make changes only in the Order settings, Posting settings, and Customer ledger settings sections on the General information tab.

We do not recommend that you make changes to any available template on the Template settings tab, because this requires in-depth knowledge of the built-in automation behaviours associated with order types.
For details about creating custom order types, see: About custom order types.

In the Sales orders (SO301000) window, users can create orders of both the types predefined in Visma Net and custom order types (if this functionality is enabled in your system).

The top part

This area provides summary information about the order type.
In this area, you can select an available order type and view and edit its settings, or create a new order type and specify its general settings (if the Custom order types functionality is enabled in the Enable/disable functionalities (CS100000) window).

Element	Description
Order type	The ID of the order type, which is a two-character alphanumeric string. Visma Net provides the following predefined order types: CM (Credit note): Documents of this type are used as adjustments to already-completed sales orders when the customer returns goods without advance authorization. CR (Cash return): Documents of this type are used to register returns from cash sales that did not involve shipping. CS (Cash sale): Documents of this type are used to register cash sales. IN (Invoice): Documents of this type are used to bill a customer for shipped goods. QT (Quote): Documents of this type are used to register a customer's intention to buy goods in the specified quantity, on the specified date, and at the specified price. RC (Return for credit): Documents of this type are used to register authorised customer returns for credit without replacement. RM (Generic authorised return): Documents of this type are used to register authorised customer returns for replacement or credit within the warranty period of a product. RR (Return with replacement): Documents of this type are used to register authorised customer returns for replacement. SA (Sales order with allocation): (This type of order is only available if the Lot and serial tracking, Multiple warehouse locations, or Sales order to purchase order link functionality is enabled in the Enable/disable functionalities (CS100000) window.) You have to manually allocate the ordered quantities of the items at one location or multiple locations if the available quantity at the specified location is less than the ordered quantity. Once you save an order of this type, the quantities of items are added to the SO allocated plan types. SO (Sales order): Documents of this type are created to record customer requests to purchase goods and are used to prepare shipments. TR (Transfer): Documents of this type are generated to perform stock replenishment by transferring goods from the source warehouse. (This option is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.)
Active	A check box that indicates (if selected) that the order type is active, which means that users can create documents of the type.
Description	The brief description of the order type. This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see:About multi-language support
Order template	The order template that the order type is based on. The following templates are available: CM (Credit note): The built-in template for the CM order type CR (Cash return): The built-in template for the CR order type IN (Invoice): The built-in template for the IN and CS order types QT (Quote): The built-in template for the QT order type RC (Return for credit): The built-in template for the RC order type RM (RMA order): The built-in template for the RM order type RR (Return with replacement): The built-in template for the RR order type SA (Sales order with allocation): The built-in template for the SA order type SO (Sales order): The built-in template for the SO order type TR (Transfer): The built-in template for the TR order type (This option is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window)

The General information tab

The tab contains settings that hold details about the order type.

The Order settings section


Element	Description
Order number series	The number series to be used to automatically generate reference numbers for documents of this type.
Days to keep	The number of days documents of the type should be kept in the system before they are removed as obsolete.
Hold orders on entry	This check box indicates (if selected) that the system should save documents of the type with the On hold status by default.
Hold document on failed credit check	This check box indicates (if selected) that the system will change the status of the order to Credit hold if the customer fails the credit check. The credit check is performed each time the order is saved.
Require control total	This check box indicates (if selected) that the user must type the control total when creating or modifying a document of the type.
Invoice separately	This check box indicates (if selected) that each order of this type should be billed (invoiced) separately from other orders of the same type.
Ship separately	This check box indicates (if selected) that the goods for each order of this type should be shipped separately from goods for other orders of the same type.
Calculate freight	This check box indicates (if selected) that the freight for each order of this type should be calculated.
Commitment tracking	(This element is only available if the Internal revenue commitment tracking check box is selected in the Project accounting preferences (PM101000) window.) This check box indicates (if selected) that commitment tracking is activated for the order type. See also: About tracking commitments.
Copy notes	This check box indicates (if selected) that when an order of this type is copied to an order of another type, the system should also copy any notes for the order.
Copy attachments	This check box indicates (if selected) that when an order of this type is copied to an order of another type, the system should also copy any attachments to the order.
Copy line notes to shipment	This check box indicates (if selected) that when a shipment is created for a line of an order of this type, the system should copy any line notes to the shipment as shipment line notes.
Copy line attachments to shipment	This check box indicates (if selected) that when a shipment is created for a line of an order of this type, the system should copy any line attachments to the shipment as shipment line attachments.
Copy line notes to invoice	This check box indicates (if selected) that when a user creates an invoice for a line of an order of this type, the system should copy line notes to the invoice as invoice line notes.
Only non-stock	(This element is only available if the Copy line notes to invoice option is selected.) This check box indicates (if selected) that the system copies line notes for only non-stock line items.
Copy line attachments to invoice	This check box indicates (if selected) that when a user creates an invoice for a line of an order of this type, the system copies any attachments to the invoice as invoice line attachments.
Only non-stock	(This element is only available if the Copy line attachments to invoice option is selected.) This check box indicates (if selected) that the system must copy line attachments for only non-stock line items.

The Customer ledger settings section


Element	Description
Invoice number series	The numbering sequence to be used for generating the reference numbers for customer ledger documents (invoices and credit memos) created when shipments for the order are confirmed.
Mark as: printed	A check box that, if selected, indicates that the documents of this type will be marked as printed before release.
Mark as: emailed	A check box that, if selected, indicates that the documents of this type will be marked as emailed before release.
Hold Invoices on entry	A check box that you select to indicate to the system that new invoices should be saved with the On Hold status by default.

The Posting settings section


Element	Description
Use sales account from	The sales account to be used for the document of this type. You can select one of the following options: Item: Uses the sales account selected for the item, which is specified on the General ledger accounts tab of the Stock items (IN202500) or Non-stock items (IN202000) window . Warehouse: Uses the sales account selected for the warehouse, which is specified on the General ledger accounts tab of the Warehouses (IN204000) window. (This option is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.) Posting class: Uses the sales account according to the selected option for the Use sales account from field in the Posting classes tab of the Posting classes (IN206000) window. This option appears only if the Inventory functionality is enabled in the Enable/disable functionalities (CS100000) window. Customer location: Uses the sales account selected for the customer location. (This option is only displayed if the Business Account Locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) Reason code: Uses the sales account associated with the reason code set on the sales order line. See also: About suggested sales accounts.
Combine sales sub. from	The rule of composing a sales subaccount from other subaccounts associated with the document (those defined for the item, posting class, warehouse, customer location, salesperson, and employee). To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options: E: The sales subaccount associated with the employee who is the owner of the document. I: The sales subaccount associated with the item. L: The sales subaccount associated with the customer location. (This option appears only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) W: The sales subaccount associated with the warehouse. (This option appears only if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.) S: The sales subaccount associated with the salesperson. P: The sales subaccount associated with the posting class of the item. R: The sales subaccount associated with the reason code. For a segment, the selected option is designated by the specific letter repeated for each character in the segment.
Freight account	(Required.) The default account of the Income type to record freight to be charged for orders of the type. This account is used as one of the sources for the Use freight account from rule and as the freight account when the account defined by the rule is unavailable. For more information, see: About freight calculation.
Use freight account from	The freight account to be used for orders of this type. You can select one of the following options: Order type: Uses the freight account selected for the order type, which is specified on this window, in the Freight account field. Customer location: Uses the freight account selected for the customer location. (This option is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) Ship via: Uses the freight account associated with the carrier, which is specified in the Ship via codes (CS207500) window.
Freight sub.	(Required.) The default subaccount to record the freight for orders of this type. This subaccount is a source of segment values for the segments with the T option for the freight subaccount generated according to the Combine freight sub. from rule; it is also a source of segment values when other sources are unavailable.
Combine freight sub. from	The rule of composing a freight sales subaccount from other subaccounts associated with the document. To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options: E: The freight subaccount associated with the employee who is the owner of the order; the source of the segment value is Sales sub. on the Financial settings tab of the Employees (EP203000)window for the employee who is the owner of the order. If two or more orders with different owners are combined into one shipment (the Ship separately check box is cleared for the order), the segment value will be taken from the Sales Sub. specified for the customer location. L: The freight subaccount associated with customer location. (This option is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) T: The freight subaccount associated with the order type, which is specified in the Freight sub. field. V: The freight subaccount associated with the ship via code specified for the order.
Discount account	(Required.) The default account to record discounts for orders of the type. This account is used as one of the sources for the Use discount account from rule; it is also used if the account defined by the rule is unavailable.
Use discount account from	The discount account to be used for a document of this type. You can select one of the following options: Order type: Uses the discount account selected for the order type, which is specified in the Discount account field on this window. Customer location: Uses the discount account selected for the customer location. (This option only appears if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)
Discount sub.	(Required.) The default subaccount to record discounts on orders of the type. This subaccount is a source of segment values for the segments with the T option for the discount subaccount generated according to the Combine discount sub. from rule; the subaccount is also a source of segment values in case when other sources are unavailable.
Combine discount sub. from	(This element is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.) The rule of composing a discount subaccount from other subaccounts associated with the document (those defined for the order type and customer location). To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options: L: The discount subaccount associated with customer location. (This option appears only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) T: The discount subaccount associated with order type, which is specified in the Discount sub. field on this window.
Post line discounts separately	(This element is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.) A check box that (if selected) indicates that on release of invoices generated for orders of this type, the general ledger batches will include the following additional journal entries (with the discount amounts) for the line discounts: Credit entry to the Sales account (determined by the Use sales account from setting of the order type) Debit entry to the Discount account associated with the customer (determined by the Use discount account from setting of the order type) If this check box is cleared, line discount are not posted to GL.
Use discount sub. from sales sub.	(This element is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.) A check box that (if selected) indicates that discounts will be posted with sales subaccounts. This check box is only displayed if the Post line discounts separately check box is selected.

The Template settings tab

This tab provides information about the template the order type is based on.
The template defines how the orders of the type should be processed.

For details, see: About sales order processing options and About predefined order types for customer returns.

CAUTION:

We do not recommend that you modify the available templates.


Element	Description
Automation behaviour	The type of automation behaviour used for the template, which can be Sales order, Invoice, Quote, Credit note, or RMA order. An automation behaviour is a set of automation steps.
Default operation	The default inventory operation for the order type, which can be Receipt or Issue.
Customer document type	The type of customer ledger document to be generated on release of a document of this type. Possible settings are Invoice, Debit note, Credit note, and No update (which means no customer ledger documents will be created).
Process shipments	This check box indicates (if selected) that shipments should be processed for this order type.
Require lot/serial entry	This check box indicates (if selected) that lot or serial information for items is required for documents of this type. Items with specific lot or serial numbers are always allocated. This check box can be selected for only order types for which the Process shipments check box is selected.
Require stock allocation	This check box indicates (if selected) that orders of this type require allocation (reservation) of stock when they are taken off hold. For orders of the type with the Require lot/serial entry check box cleared, the items should be allocated even if particular lot or serial numbers are not specified on orders.


Column	Description
Operation	The inventory operation to be generated for the order of the type.
Inventory transaction type	The type of inventory issue transaction generated for a document of this type, which can be one of the following options: Issue: A document that confirms the delivery of items from the warehouse Return: A document that records the return of goods from the customer Transfer: A document that records the transfer of items from one warehouse to another Invoice: A document that confirms the delivery of items from the warehouse based on the customer ledger invoice Debit note: A document that adjusts the delivery of goods from the warehouse based on the customer ledger debit note Credit note: A document that records the return of goods to the warehouse based on the customer ledger credit note No update: A type indicating that no inventory transaction will be generated and no shipment will be processed You can see issue transactions in the Issues (IN302000) window.
Order plan type	The type of built-in order plan to be used for the documents of the type.
Shipment plan type	The type of built-in shipment plan to be used for the documents of the type.
Require reason code	A check box that indicates (if selected) that a reason code is required for orders of the type. (This check box is available for the Sales order and RMA order automation behaviours.)