Salesforce

Sales Order Type

« Go Back
Article

Overview
 

The Sales Order Type is a record to:

  • Group Sales Orders for analytical purposes

  • Assign Freight, Handling and Packaging accounts

  • Identify an order as an Amortization Order

  • Suppress the creation of Direct Purchase Order on a Sales Order to which a type is assigned


Application
 

This code can be selected on the Customer Master record. This code can also be selected on the Sales Order Header from the field labeled ‘Order Type'.


Navigation


Sales Order Type


Processing
 

To add a new record, select New Sales Order Type button
To edit an existing record, select Edit in the Action column
To view, select the Name in the Name Column


Fields
 

Division:  The Division identifier for this record.

Order Type ID:  This is the unique ID for the Sales Order Type. Using this ID Sales Orders are grouped for Processing and Order Entry defaults.

Description:  This is the detailed description of SO Type.

Freight Charge Sales Account:  This optional value defines the Freight Charge Sales Account for this Order Type based on Division.

Handling Charge Sales Account:  This optional value defines the Handling Charge Sales Account for this Order Type based on Division.

Packaging Charge Sales Account:  This optional value defines the Packaging Charge Sales Account for this Order Type based on Division.

Amortization Order:  When checked, indicates that a Sales Order assigned this Order Type is an Amortization Order and Products ordered are Amortization Candidates.

Suppress Creation Direct Purchase Orders:  When checked, the standard feature for the auto-creation of Direct Purchase Orders for Products flagged as 'Direct Purchase' is disabled.

Suppress Multiple Shippers on an Invoice:  This feature causes an override to the Sales Order Controls: Allow Multiple Shippers on an Invoice setting.  Any Shipper carrying an Order Type with this field set to TRUE will be placed on its own Invoice, regardless if the Sales Order Controls: Allow Multiple Shippers on an Invoice setting is TRUE.

Comments:  This is a user-defined value.


SEE ALSO
 

Customers
Sales Order Entry
Sales Order Line Amortization Schedule
Sales Order Line Amortization Processing
Sales Order Line Amortization
Direct Purchasing

Settings
Sales Order Type
Sales-Order-Type

Powered by