Order Date

The date the order was or will be invoiced. Defaults to the last order date entered, or the System Date if this is the first order of the session. The date can be changed, but must be within the range for the selected period.

Origination Date

The date the customer placed the order, useful for forward ordering and tracking.

Delivery Date

The date the order was or will be dispatched. Blank (default, can be edited). Note; the numeric keypad +/- keys will step the date backwards or forwards from the System Date.

Valuation Date

For Foreign Currency orders, the date the order was last revalued. The exchange rate will relate to the Valuation date entered, otherwise to the Order date, see OE Revalue Foreign Orders.

Rate Type

Exchange Rate

If Use Exchange Rate Table is selected from FX Settings, - the Rate is fetched from the Exchange Rates Table based on Currency code, Rate type and Date. You may lock the rate by clicking the Fix Rate button. Fixing means it can no longer be changed on this order and the order is excluded from Revaluations.

If not fixed the rate will be re-fetched from the rates table when Rate type, Currency code or Date are changed, and a rate based on the invoice date will be fetched when an invoice is generated.

Order Number

Customer Order number. If the customer has Order No. Required, an Order No. must be entered before an Order can be saved.

The IN Setting for Order No Check controls when a hint is displayed for repeating a Customer Order No.

Internal Ref

Can be printed on the packing slip for internal use, for example, reference to the Sales Order or Job number.

P/Slip Number

Allocated when Packing Slip No is empty:

• On save if Always Number on Save is selected in OE Settings.
• On Print of Confirmation or Packing Slip.
• On Generate Invoice if Always Number on Generate is selected in OE Settings.

Click the Number and Save button to immediately allocate the next number and save.

If Allow Manual Packing Slip Nos is selected in OE Settings, you can allocate a number manually.

Note: If some lines remain on back order after generation the Packing Slip Number may be retained or cleared depending on and Retain Packing Slip No On Generate in OE Settings.

Internal Ref

Can be printed on the packing slip for internal use, for example, reference to the Sales Order or Job number.

Quotation Ref

The Quote number if the order is generated from a quote (can be edited).

Sales Person

Sales Person Analysis code. Defaults from the Customer Sales Person code or User Default Sales Person Code, can be changed. If no Sales Person code is entered, the default is 0000.

Discount Code

The default discount code for the Customer.

Price Code, Basis

Changing the Price code (and the Customer code) after Order lines have been entered can result in re-calculation of the order if the GST basis for the Price List changes. This will default from the Customer but can be changed. Changing the Price code does not update pricing for lines that have already been entered. If you change the Price code, select the Reprice button to reprice the order lines.

Warning: the GST basis for Special Pricing is based on the Price code for the order. If you use Special Pricing and change the Price code to a different GST basis, this will affect prices and margins.

Comment

A 30 character comment transferred to generated invoices and the customer transaction on POST.

Post Status

Order status can be changed to Open, or can be changed or as a result of processing options:

• Unprocessed, invoice not generated, can be changed to open.
• Open, will not be generated, a warning will appear if you try to print a packing slip.
• Processed, invoice has been generated, orders can be viewed and reprinted, cannot be edited.
• Deleted, order has been deleted and moved to history.

Print Status

Orders can have the following status:

• Unprinted, packing slip and order confirmation have not been printed.
• Confirmed, order confirmation has been printed.
• Printed, packing slip has been printed.

View the Print Log (requires Read access Permission for Company > Settings).

Note: If some lines remain on back order after generation and Order Generation Basis in OE Settings is Packing Slip the Print Status on the Order resets to Unprinted.

Contact

You can associate a Contact with a Sales Order. If a primary contact has been specified, this will be the default contact for new Sales Orders.

Email Contact

Selected, emails regarding the document will be sent to the Contact Email Address.

Unselected, emails regarding the document will be sent to the Email Document Address specified for the Customer.

Branch Department

The default Branch and Department codes applied to new Order lines. If this is changed, the changes will be applied to all Lines that have not been manually changed. (Accredo Saturn Only)

Default Location

The default Location code applied to new Order lines. If Sell From in IC Stock Location is clear, the location will be unavailable. (Accredo Saturn Only)

Category 1

Category 2

Can be added from Categories under Maintain > Invoicing System, or click Open Category (Shift+F12) on the Lookup. Labels can be replaced in IN Settings.

Custom 1

Custom 2

Do not affect processing unless incorporated by a User defined script. Labels can be replaced in IN Settings.

Store Person

IC Store Person code. Defaults from the User Default Store Person Code, can be changed. If no Store Person code is entered, the default is 0000.

P/Slip Count

Increments for each invoice generation from the order.

Balances

The current aged balances for the customer account.

Credit Limit

Credit limit for a customer. If it appears red, it has been exceeded. Depending on Permissions you can override a Credit limit on processing an order. However, if the Credit limit is exceeded during batch processing, an error message appears and the order is not processed.

Delivery Instructions

Select a Delivery Code or enter a delivery address. Defaults from the Customer Code. You can edit the address or select another.

Filter/Sort - apply a Filter & Sort to the list of delivery addresses. Press Alt+F2 to sort addresses by alternate code Sort Order.

Save as new delivery address - opens New Delivery Address with a Set As Default option. Selected, the saved delivery address will be the default.

Save delivery address (Ctrl+D) - provides a quick way to edit addresses without having to open the Customer form.

Delivery Code

The default Shipper code is stored in the Delivery Address and populated as Shipping lines are entered.