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Overview

This tab defines miscellaneous parameters.

Fields

Allow Adding Products in SO Entry: When checked, New Products can be added directly when adding a Sales Order Line. A Create New Product button will appear that, when clicked, will pop up a window to add a Product. When exiting the window, Item Master and Product records will be added, and the Sales Order Line will be populated.

Default Inventory Division for Products: When ‘Allow Adding Products in SO Entry’ is checked, this must be set to an Inventory Division from which the Product being added will ship. This value is defaulted when adding a Product but can be overridden if desired.

Default RS Quote Cancel Reason: When set, the value is used as the default 'Cancelled Reason' when a Rootstock Quote is canceled.

Amortization Process Running: When checked, indicates if an Amortization schedule is running. The button can be used to activate/deactivate the Amortization Process if applicable. It is auto-set and auto-cleared, but if for some reason doesn't auto-clear, it can be cleared manually by clicking here.

Start Amortizations in Current Period: When checked, the Amortizations process will begin in the current period, otherwise it will start in the next period.

Default Product Group: When ‘Allow Adding Products in SO Entry’, this must be set to a Product Group that will be defaulted to when adding the Product.

User-added image NOTE This can be overridden in the Add process if desired.

Default Inventory Commodity Code: When 'Allow Adding Products in SO Entry' is checked, this must be set to an Inventory Commodity Code that will be defaulted to when adding the Product and associated Item Masters.

User-added image NOTE This can be overridden in the Add process if desired.

Auto Create Stock Products from SF Opp: When checked, Stock Products can be added to Rootstock directly from an SF Opportunity when converted to an RS Quote or Sales Order.

Set Auto-Product Pricing from SFPrice Book: When using the Auto Create Product feature, when a Product is added to Rootstock when this is checked, the Price on said Product will be set to the value from the SF Price Book as defined for the Product is SF.

Allow Inventory Item Changes on Products: When checked, the Inventory Item Value indicated on a Product Master record can be updated/altered.

Fulfillment for Config Labor WO Complete: This picklist field indicates the amount of Sales Order Fulfillment that is to occur on the completion of a Labor Only Work Order originating from a Configured Labor Sales Order Line. The options are:

Pick
Pick & Pack
Pick, Pack & Ship

NOTE image.png NOTE If the 'Fulfillment for Config Labor WO Complete' field value is blank, by default the system will consider the value as 'Pick, Pack & Ship'.

Title	SO Control Miscellaneous Tab

URL Name	SO-Control-Miscellaneous-Tab

SO Control Miscellaneous Tab