Overview
The Sales Order Defaults tab contains the pre-defined information included in the entry of a Sales Order for the given Customer.
Navigation
Customers > Sales Order Defaults tab
Fields
Default Product Type: This value defines the default Product Type for this Customer. It is initialized based on the Customer Class selected and can be overridden on the Rootstock Customer, and is used when adding Sales Order Lines to filter Products initially displayed.
Valid product types are -
- All: All Product Types. Means the Customer does not predominately purchase one particular Product Type but orders all types. Includes Stock, Configured, Kits, Miscellaneous, Service.
- Stock: Items stocked in inventory
- Configured: Items configured per customer order. SO Lines for Configured Products have Work Orders auto-generated that are tied to the given SO Line.
- Kit: A grouping of inventory items shipped to the customer under a “kit” Product number.
- Miscellaneous: An item that is not inventoried
- Service: A service provided by the company and purchased by the Customer
Customer Buys Products: When checked, indicates the Customer can buy Products - Stock Products, Configured Products, Kit Products or Miscellaneous Products. This setting does not enable Customers to buy Services.
Customer Buys Services: When checked, indicates the Customer can buy Services (Products where Product Type = Service), but does not enable Customers to buy other Product Types.
Default SO Line Discount: The default discount percent defined for this Customer to be applied to Sales Order Lines, which can be overridden if desired on a given Sales Order Line. Note that other "discount mechanisms" may supersede this discount, such as Customer Agreements, Customer Product records, etc.
Sales Order Discount: The default discount percent defined for this Customer to be applied to Sales Orders, which can be overridden if desired on a given Sales Order Header. Note that other "discount mechanisms" may supersede this discount, such as Customer Agreements, Customer Product records, etc.
Price Calculation Discount: The default Price Calculation Discount, applied when deriving a Product's Unit Price on a SO Line. Note that other "pricing and discount mechanisms" may supersede this “price modifier”, such as Customer Agreements, Customer Product records, etc.
Always Give Best Price: When checked, this indicated the Customer is eligible for best available price. The system goes through the entire price search and derives the best possible price to use.
Default Sales Order No Partials: When checked, Partial SO shipments are not allowed for this customer. All SO lines must ship with no back orders.
Default Order Type: The default Sales Order Type for this Customer, used when adding Sales Orders. Sales Order Type selections can be created in Sales Order Setup > Sales Order Type.
Default Sales Agreement: Optional Customer Agreement for this Customer, used when adding SO Headers. Note that it is critical that, when used, that the given Agreement is current as it will drive pricing and discounts on SO Lines where this Agreement is set on the given SO Header.
Default Project Number: If Project is active for this Division, this value defines the default Project Number used on SO Lines when adding Sales Orders for this Customer.
Order Responsible User: The Manufacturing User responsible for this Customer.
Advanced Shipping Notice Required: When checked, indicates if an Advanced Shipping Notice is required for the Customer.
Advanced Shipping Notice Method: Preferred method of Advanced Shipping notification for the given Customer. Options are
- Email
- Phone
- Fax
- Text to Email
- Text to phone
SO Price Book: Select a Sales Order Price Book for the Customer, if desired (Menu Path to configure SO Price Books > Sales Order Setup > Price Books)
VAT Class: This field defines the VAT Class to be used on Sales Order transactions for this customer. When specified, it overrides all
other default sources.
SEE ALSO
