Order Completion Basis

• Processed Only, (default) Orders become Historic when Post Status is set to Processed.
• Both Printed and Processed, Orders become historic when Post Status is set to Processed and Print Status is Printed.

Allow Edit for Posted Order

Selected, posted Orders can be edited, where the User has permission.

Clear, posted Orders cannot be edited.

Allow Customer Change After Print

Selected, Customer can be changed after an Order has been printed.

Clear, Customer cannot be changed after an Order has been printed.

Allow Packing Slip No change After Print

Selected, Manual Packing Slip Numbers can be changed after packing slips are printed. This only applies if Allow Manual Packing Slip Numbers is selected (see above).

Clear, Packing Slip Numbers cannot be changed after a Packing Slip has been printed.

Allow Back Orders of Non Diminishing Products

Selected, Non-diminishing products can be back ordered.

Clear, Non-diminishing products can not be included in back orders with the exception of non-diminishing components for Manual Kitsets. when Supply Whole Manual Kitsets is selected in IN Settings.

Complete Zero Supply On Generate

Selected, Generate Invoice will succeed for orders with no supplied or back-ordered quantities. Order will be marked processed and historic. For example, this would be used where a record of the order is required, but the goods and invoice occur through a third party.

Clear, (default) When Generate is selected for these orders, a 'Nothing to Generate' message will be shown and the order remains unprocessed.

Complete Zero Narrative On Generate

Applies to Packing Slip Order Generation Basis only.

Selected, Generate Invoice will mark Narrative Lines which do not have a quantity as Processed when the entire Order is not marked Processed because items remain on Backorder.

Clear, (default) Generate Invoice only marks Narrative Lines without quantities as Processed when the entire order is marked Processed.

In all cases only Unprocessed Narrative lines are included on the generated Invoice.

Auto Select

OE Order List

OE Memo List

OE Link List

OE Tracking Log

Selected, sets the default for Auto Select option on the OE List.

Clear, (recommended) for large numbers of records and / or slow networks.

Replicate Links and Memos

Back Order from Order Links

Back Order from Order Memos

For Order Generation Basis Backorder.

Leave, Memos / Links remain on the original order, no replication.

Copy, Memos / Links remain on the original order, and are copied to the back order.

Move, Memos / Links are moved from the original order to the backorder.

Order from Quote Links

Order from Quote Memos

For Orders created from IN Quotes.

Leave, Memos / Links remain on the original quote, no replication.

Copy, Memos / Links remain on the original quote, and are copied to the order.

Move, Memos / Links are moved from the original quote to the order.

Invoice from Order Links

Invoice from Order Memos

For Invoice Generation.

Leave, Memos / Links remain on the original order, no replication.

Copy, Memos / Links remain on the original order, and are copied to the invoice.

Move, Memos / Links are moved from the original order to the invoice.

Email

Exclude Email Customers

Selected, if you batch print confirmations, excludes customers with a Packing Slips email address when printing confirmations. Confirmations will only be printed for customers with no Packing Slips email address.

Email Packing Slips Preferred

Selected, when Print Packing Slip is selected from OE Enter Sales Orders, if a packing slip email address is available, (that is, Email Contact is selected and the Contact has an email address, or the Customer has a Packing Slips email address), the Destination field will be set to Mail Message not Printer.

Email Confirmations Preferred

Selected, when Print Confirmation is selected from OE Enter Sales Orders, if a packing slip email address is available, (that is, Email Contact is selected and the Contact has an email address, or the Customer has a Packing Slips email address), the Destination field will be set to Mail Message not Printer.

Consolidate Emails On

Select from:

• None - Emails are not consolidated.
• Email - One email will be sent per email address. If there is more than one order, each will be a separate attachment.
• Customer and Email - One email will be sent per email address per Customer Code. If there is more than one order, each will be a separate attachment.

Consolidate Attachments

Selected, one attachment containing all orders will be sent per email.