Order Lines

Default Order Line Quantity

The default ordered quantity entered on an Order line when a product is selected. Typically it will be set to zero so stock availability will only be selected once the ordered quantity is entered. If the ordered quantity for the product is usually 1, set the default to 1.

Default for Ordered Quantity

Determine the default when entering an Ordered Quantity,

• Back Order, back order the full quantity ordered.
• Supply, attempt to supply the full quantity ordered, if there is insufficient stock the action selected below will be followed.

Enforce Ordered Quantity

Selected, the quantity supplied plus the quantity back ordered is forced to equal the quantity ordered on Order lines, provided the product is available for back-orders and the customer accepts back-orders.

Default If Insufficient Stock

Choose the default when entering an order if insufficient stock is available,

• Back Order, back order the full quantity ordered.
• Supply, supply the full quantity ordered, that is, go into negative stock available.
• Available, supply the available quantity and disregard the balance of the ordered quantity.
• Partial Supply, supply the available quantity and back-order the balance of the ordered quantity.

Prompt If Insufficient Stock

Selected, will prompt for the next action on entering an order if insufficient stock is available. The default action selected above will be pre-selected.

Clear, no prompt if insufficient stock available, the default action specified above will apply and you will receive a hint informing you there was insufficient stock.

Packing Slips and Confirmations

Packing Slip Print Option

Choose the default for orders and Order lines when printing packing slips (can override).

• Full Orders, include orders when all items for the order can be supplied in full.
• Full Lines, include only Order lines that can be supplied in full - an order is included if at least one line can be supplied in full.
• All Lines, include all orders and Order lines, whether or not the line can be supplied in full.

Only Print Supplied Lines on Packing Slips

Selected, Product lines on orders will only print on packing slips if the lines are fully or partly supplied.

Clear, un-supplied lines are also printed - to show back-order quantities.

This is only relevant if All Lines is selected above.

Always Number On Save

Selected, the next computer generated Packing slip number will be assigned immediately on Save. Do this if you require a Packing Slip number before the order is printed (to record it elsewhere).

Allow Manual Packing Slip Nos

Selected, you can manually type the packing slip number on a sales order.

Clear, the sales order is given the next available number when the packing slip is printed. This is the default for a new Company.

Always Number On Generate

Selected, (default and recommended) the next computer generated Packing slip number will be assigned on Generate Invoice if not assigned previously.

Clear, Packing slip numbers are not assigned on Generate Invoice.

Always Number On Confirmation

Selected, (default) the next computer generated Packing slip number will be assigned on Print Confirmation if not assigned previously.

Clear, Packing slip numbers are not assigned on Print Confirmation.

Retain Packing Slip No on Generate

Selected, the packing slip number on a sales order is retained when an Invoice is generated as there are lines on back order. Packing slip count is incremented on Generate an may be printed with the Packing Slip No.

Clear, the packing slip number on sales order is cleared when an Invoice is generated and there are lines on back order. This is the default for a new Company.

Basis for Fulfilling Back Orders

Choose the default used to select the orders and Order lines to fulfill when Fulfilling Back Orders (can override).

• Full Orders, include orders when all items for the order can be supplied in full.
• Full Lines, include only Order lines that can be supplied in full.
• All Lines, include all Order lines which can be at least partially supplied.

Delivery Date Required for Fulfill

Selected, when Fulfill Back Orders is Run, Delivery Date must be specified.

Clear, Delivery date is optional for Fulfill Back Orders.

Generate Invoices

Order Generation Basis

Choose how Order documents will behave when an Invoice is generated and how lines left on back order are treated.

• Packing Slip, (default), a Packing slip document is generated for the invoiced lines. If lines remain on back order the Order remains unprocessed and packing slip count is incremented. The Order and generated invoice lines are tightly linked, editing the invoice lines is constrained and changes to quantities invoices update back to the source order and packing slip.
• Back Order, the Order is marked Processed and a new Back Order document is created for any lines on back order. Invoice lines are loosely linked to the source order and editing the invoice has no feedback to the original order. (This is the process which applied in earlier version of Accredo and the default when data is converted from earlier versions.)

Note: Order Generation Basis can be changed while there are current orders. Any partially invoiced orders will be completed on the old generation basis, any orders which have not been invoiced at all will update to the new generation basis.

Generate for

Choose the default used to select the orders and Order lines to include when Generating Invoices (can override).

• Full Orders, include orders when all items for the order can be supplied in full.
• Full Lines, include only Order lines that can be supplied in full - an order is included if at least one line can be supplied in full.
• All Lines, include all orders and Order lines, whether or not the line can be supplied in full.

Generate Invoice Per

• Packing Slip, (default), new invoice for each source document.
• Order, add to an Unprinted and Unposted or Held Open invoice with the same Source Order ID if found (prompt when generating from the OE Sales Order Entry form).
• Customer, add to an Unprinted and Unposted or Held Open invoice for the same Customer if found (prompt when generating from the OE Sales Order Entry form).

See OE Generate Invoices Per Order or Customer for restrictions on generating invoices.

Generate For Order Date On Future Orders

Selected, determine the date and period used when generating invoices from sales orders, when the Order date and Period entered are in the future relative to the Current-OE period.

Generate Credits

Selected, (default) net negative supplies generate as Credit documents when on Generate Invoice.

Clear, net negative supplies generate and negative Invoice documents.