Set Up A/R Module - Sales Order Tab

Access this form as the Administrator using Organization>Set Up Modules>A/R.

Use this tab to set up default information for the Order Entry module. You can select an associated general ledger account for Deferred Revenue and Customer Returns. Also, you can enter the last used numbers for Sales Order, Shipping Ticket, Order Cancellation, and Customer Return using the auto-increment feature.

The Deferred Revenue GL Account and Customer Returns GL Account fields only displays CSH type codes whose currency matches the organization's functional currency.

 

Deferred Revenue GL Account: Select the GL account used for Sales Orders that are paid with "Cash" but are awaiting shipment before revenue can be recognized.

Customer Returns GL Account: Select the GL account used for Sales Order customer returns.

Last Numbers Used: The numbers listed here are the basis for the auto-increment feature, which is available on some document forms. If you do not enter a number, the default auto-increment number of "1" is used.

For example, if you want the Sales Order number to begin with 1000, enter 999 in this box. Then, when you are on the Activities>Accounts Receivable>Enter Orders form, the system defaults to 1000 in the Order Number box. The system stores the last sales order number and defaults to the next highest number when you create the next sales order.

If you enter an entry that ends with an alpha character, the auto-increment will append it with the number 001 and then increment that number. For example, enter "A7C" as the last sales order number and when you press the + key, the system will display A7C001 - then A7C002, and so on.

To use the auto-increment feature, simply press the "+" key when your cursor is in an empty document number box. The system automatically enters the next available document number—that is, one number larger than the number listed on this form.

  • Sales Order Number: Enter the last sales order number you want the system to store. When using the Activities>Accounts Receivable>Enter Orders form, the system increments to the next available number.
  • Shipping Ticket Number: Enter the last shipping ticket number you want the system to store. When using the Activities>Accounts Receivable>Sales Order Fulfillment>Shipping Ticket form, the system increments to the next available number.
  • Order Cancellation Number: Enter the last order cancellation number you want the system to store. When using the Activities>Accounts Receivable>Cancel Orders form, the system increments to the next available number.
  • Customer Return Number: Enter the last customer return number you want the system to store. When using the Activities>Accounts Receivable>Customer Returns form, the system increments to the next available number.

Sales Order Options

  • Send committed order to Order Fulfillment: Clear this check box if you do not want the system to automatically send non-inventory related charge codes and freight entered on the Activities>Accounts Receivable>Enter Orders - Detail tab to Sales Order Fulfillment.
  • Warn when committed order will generate multiple invoices: Clear this check box if you do not want the system to display a warning when a committed sales order is being split into multiple invoices, due to some items being sent to Sales Order Fulfillment and other charge code items being send to the unprinted invoice.
  • You must have previously created general ledger accounts using Maintain>Chart of Accounts Codes.
  • For more information about the Sales Order module process flow, see the Sales Order Entry Workflow.
  • The functional currency was determined when the organization was created (File>New Organization>Functional Currency panel).