Header

Order Type

Use Customer/Order Entry Default

Select to use the "Default Order Type" from the Customer Master Record (A/R/Setup/Customer)

Use -> for order type

Enter the order type of choice - e.g. for EDI

Use Order Entry Default

Select to use the "Order Type Default" from Sales Order Setup (Setup/Dist/SO/Gen 2 Tab).

Use FOB to Select Order Type

Select to establish the order type by using the first character in the FOB01 field - e.g. If the FOB01 value is DF, the order type will show as D.

Use BEG02 to select Order Type

The BEG02 uses a cross-reference. When selecting this option, the system will go to the cross-reference to pick up the first character in the cross-reference code. SYSPRO has a 1 character code whereas the BEG02 has 2 characters.

Order Alternate Key

The Sales Order header has an alternate key field which may be utilized to store information. In order to use this facility, Sales Orders Setup must be set to use the field. Select from the following to store information:

Leave Alternate Key Blank

Use Order Setup Default

Use ->

Use Cancel Date

Use Location Number

Use A/R Ship Via

Use A/R Custom Field    ->  

Ship Via to Use

SYSPRO Default

Select to use the SYSPRO Default set in the Customer Master record.

 EDI (Use X-Ref if entry exists)

Select to use the cross reference to obtain the Ship Via if a cross reference exists. No warning will be given if the X-Reference is not found.

EDI (Warn if X-Ref entry does not exist)

Select to have system prompt a warning if the cross reference does not exist.

Create as

Orders

Select to create incoming transactions as Sales Order Type "Orders".

 Billings

Select to create incoming transactions as Sales order Type "Billings".

Order Date

Purchase Order Date

Select to use the EDI date as per the 850 document

 SYSPRO System Date

Select to use the SYSPRO system date as the order date.

Set "EDI" Flag on Order Header

A flag may be set on the order header to indicate whether the order is an EDI order or a Cumes Order.

Do Not Set Flag

Selecting this option will leave the flag unset

 Set Flag as "EDI" order

Select to set the EDI flag to indicate the order is an EDI Order

 Set Flag as Cumes Order

Select to set the EDI flag to indicate the order in a Cumes Order

Sales Order Fixed Custom Form Field

A fixed Custom Form field can be created in sales orders. If using a custom form field, define the following options.

Field to Use:  

Enter or browse and select the custom form field to use

Information to store:

Enter the information to be stored in the custom form field.