1. Sales Order Defaults & Sales Discount Type
1.1. Prerequisites for Sales Order Defaults & Sales Discount Type
Complete the attached worksheet and   "Mark as Completed RoadMap Section B Item 2-e"  before continuing the setup.

User MUST have full rights to the "System Setup"  in System Security . Users with “Supervisor Rights” will automatically have access.  


 
  

1.2. Introduction for Sales Order Defaults & Sales Discount Type

In this set up screen, the user enters customer’s discount terms and applicable percentages which will be used at the time of Sales Order data entry.  This data could be used for discount coupons, promotional discount, quantity discounts and wholesale discounts, etc.

 

1.3. Fields and Definitions for Sales Type & Price Itemization
 
 
 
 
Sales Order Default Setup
 
 
 

Sales Order Approval Required

Check this box if a Sales Order Approval is required upon saving
Sales Orders will drive MRP unless this box is checked.  Then new sales orders will default to MRP ON HOLD for all items

When this option check it will automatically check the MRP on Hold box when adding a SO Line item.  This option will turn off the function of the Sales Order driving the demands for the MRP and just use Work Order for buying components.  If unchecked, then the system will operate as it normally has. 

When using the system in this mode if you create a WO Manually, the MRP will tell you to cancel the WO since there is no SO demand.  This can be solved one of two ways:

Use the MPS module(Forecast)  or Open/create Firm planned WO's so the MRP will not keep instructing you to cancel the order.

This is a perfect solution for customers who wants to build products based on forecast or promised to maintain certain amount of FGI in inventory.  They can use the MPS module to accomplish this and use the SO to ship products from FGI inventory.

MRP will not consider any SO item for the demands if marked as MRP on Hold. 
 



Sales Order Upload from XL Default Setup


Auto Approve SO when importing from XL

 When this option is checked the system will automatically Approve the SO when importing SO information from XL

Auto Acknowledge SO when importing from XL

 When this option is checked the system will automatically Acknowledge the SO when importing SO information from XL



Sales Discount Types

In this set up screen, the user enters discount terms and applicable percentages which will be used at the time of Sales Order data entry.

 

Description Enter a description for the discount.  This field is a free form field.
Discount

Enter the percent field for the applicable discount percentage.  Note:  System will NOT allow user to enter a negative discount 


 
1.4. How To ..... for Sales Order Defaults & Sales Discount Type
1.4.1. Setup the Sales Order Defaults & Sales Discount Type

Enter the SQLSYSSETTING.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, enter the Sales/Sales Order Defaults & Sales Discount Type Module

  

 

The following screen will be displayed:

 

 

 

To modify this screen, the user must click on the Add, Edit, or Delete button and supply the password.  That action will enable the screen.

 

The user must Save or Abandon changes after modifying the screen.

 

Where Used:  In the Customer Set Up, Sales Orders, Invoices and Accounting.
 
 "Mark as Completed RoadMap Section B Item 2-e"