Order/Quote

Check quantity on order/quote against quantity/package

This system setting determines if a check should be made to make sure that the order's or quote's quantity is a multiple of the part's quantity/package entered in the Qty/pkg field under the Sales tab in the Part register procedure. If the entered quantity is not a multiple of the part's quantity/package a warning appears in the Quantity field.

Check quantity on order/quote against minimum quantity for warehouse

This system setting determines if a check should be made of the entered quantity on an order row or quote row against minimum quantity for the warehouse on the order row. If the entered quantity is less than the part’s minimum quantity, you will see a warning in the Quantity field. If the warehouse is changed on the order row, the check will be made against the new warehouse when saving.

Check quantity on order/quote against the part's quantity for lead time

This system setting determines if a check should be made of the entered part quantity on an order/quote row against the entered Lead time quantity primarily on the affected customer link and secondarily on the part. If the entered quantity is greater than the lead time quantity a warning appears in the Quantity field.

Check if the part exists on a valid quote

This system setting determines if a check should be made at the customer order registration to see if the part on the order row already exists on a valid quote to the same customer, that is, the quote has not been finished or converted into an order. If the part is included in a quote, a message appears and you can go to the quote in question.

The purpose of this setting is to observe existing quotes. Perhaps you should turn the quote into a customer order instead of registering a customer order for the part.

Fictitious part with price on customer order/quote

If the system setting has been set to Yes a fictitious part will be seen as row type 1 with price on order/quote rows. Included parts will be placed on underlying order/quote rows with the price set to zero. Additional name, purchase comment, and comment on customer link are only displayed for the fictitious part.

If the system setting has been set to No a fictitious part will be seen as row type 4 with price set to zero on order/quote rows. The name of the part is displayed. Included parts will then instead get row type 1 with price on the order/quote rows. Additional name, purchase comment, and comment on customer link are only displayed for the included part.

Basis for CM and COGS posting is loaded from fictitious part

This system setting determines that the basis for calculating contribution margin (CM) and posting cost of goods sold (COGS) will be loaded from fictitious part. If you do not activate this setting, then the basis for the CM calculation and COGS posting will be based on the total of the included parts in the fictitious part and be used on main rows.

Merge same material from fictitious parts

If a material (with the same part number) exist on several order rows that belong to several included fictitious parts on a customer order, these material will be merged into one row when activating this setting.

If the setting Show structure when registering orders has been activated for fictitious parts, then these material rows will not be merged.

Default delivery date on order rows

If you select Today, the delivery date will be set to the same date as the date on the row above when adding a new row in the Register customer order/Register invoice directly. Today's date will be used if no previous row exists.

If you select Today + lead time, the date will be set to the same date as the date on the row above when the part has no lead time. This also applies to parts on row type 2. If the part has lead time (primarily lead time for the part on the customer link, secondarily lead time to customer) the delivery date will be calculated for each order row based on that lead time. A warning appears if a delivery date is entered on the order row which is within the part's lead time as of today.

Default posting on additional order rows on orders/quotes/invoices

This system setting determines if and how the posting of additional order rows (row type 2) should be made. The system setting is used to assist when posting additional order rows. The alternative No posting is selected by default. You can also select posting according to standard account or that posting should be made according the order row above.

Account string will be copied from the part row above

The system setting is used to assist when posting part rows on quotes, customer orders, and invoices. This system setting is deactivated by default. If you activate the system setting, then accounts and posting dimensions such as cost center will mainly be loaded from the posting matrix. If these are missing in the posting matrix they will instead be copied from the part row above. Posting dimensions are only copied from the row above if this is managed by the account. This system setting does not apply to advance rows/in arrears rows on invoicing plans. The posting of these should be loaded from each respective row on the plan.

Posting of setup price is set as posting of the part

This system setting determines that the setup price on the order row will be posted in the same way as the part on the order row. If the system setting has not been activated then you must manually configure posting for Setup cost per product group and customer group in each posting group. This is made under the Sales account tab in the Posting matrix procedure.

Mandatory posting on order row

During purchase order registration, you can enter a sales account for each order row. This account can be used as assistance when posting customer invoices. This system setting determines if the account field should be mandatory or not on the order row. No is selected by default for this system setting. However, linked purchase order rows are created in the Register manufacturing order or Register customer order procedures. Then a warning appears saying "Account must be entered".

Number of decimals in price on quote, customer order and invoice

You must at least select two decimals, but you cannot select more than six decimals for unit price. Here you determine how many decimals you want to use (and save in the database) when registering quotes, customer orders, and invoices. This system setting also determines how many decimals that will be shown in the column Price each/Setup price on documents.

Number of decimals for calculation costs on quote rows

This system setting determines the number of decimals for calculation costs under the Calculation button on quote rows. You can use a maximum of 10 decimals.

Show disposable balance on order row/quote row

When registering customer orders and quotes you can use this system setting to choose if disposable balanceThe disposable balance is the current part balance on the locations at a given time minus reserved quantity plus ordered quantity. should be shown or not. There are three alternatives for this system settings which determines how the disposable balance is calculated: Yes, for delivery date. Yes, for all reservations. Yes, for all reservations and orders.

Include part's sales comment as text row on customer orders/quotes

This system setting determines if the part's comment, entered under the Comment button under the Sales tab in the Part register procedure, should be included in quotes and customer orders. The comment will be printed as additional text on row type 4 under each respective quote/order row.

Show sales comment on

This system setting determines on which documents the sales comment should be printed.

If the system setting above has been set to No then this setting will be not be active.

Include part's additional name as text row on customer orders/quotes

This setting determines if the part's additional names should be printed as additional text on row type 4 under each respective quote/order row.

Please note! The possibility to include the additional name as text row on order/quote rows can be activated via this system setting but also via a setting in the Document settings procedure. If this has been activated both here and in the Document settings, then there will be duplicates of the additional name on the printout.

Handling of credit limit during order registration

This system setting determines if a check should be made of the credit limit during order registration. The check could either result in a warning or a block for order registration when a certain credit amount has been reached. This amount is entered per customer in the Customer register procedure. If you enter zero (0) then no check will be made for the customer in question.

Credit limit compared to

If you have activated the system setting above, then here you select to what you want to compare the credit limit. The available alternatives are Order backlog, or Order backlog + accounts receivable, Accounts receivable, or Overdue accounts receivable.

Handling of overdue invoices during order registration

This system setting determines if a check should be made of overdue invoices during order registration. The check could either result in a warning or a block for order registration when overdue invoices exist.

Type of document used when direct printing orders

This setting determines which type of document should be printed when direct printing orders using the print button in the Register customer order procedure. The available alternatives are Order confirmation, Delivery note, and Both.

Question when changing delivery date, applies to frozen initial/desired

• No, do not change initial/desired – This option does not provide a question. The initial/desired delivery date will not be changed when the current delivery date is changed on an order row after the "freezing" point is reached.
• No, change always initial/desired – This option does not provide a question. The initial/desired delivery date will be changed when the current delivery date is changed on an order row after the "freezing" point is reached.
• Yes, default: do not change initial/desired – This option provides a question. The initial/delivery date will not be changed by default when the current delivery date is changed on an order row after the "freezing" point is reached.
• Yes, default: change initial/desired – This option provides a question. The initial/desired delivery date will be changed by default when the current delivery date is changed on an order row after the "freezing" point is reached.

The "freezing" point for the desired delivery date is reached when a new order is saved. The "freezing" point for the initial delivery date is reached when the order receives status 2 (printed).

Warn if delivery date is within lead time to customer

This system setting determines if a check should be made to make sure that the delivery date on an order/quote row is within the lead time to customer primarily on the affected customer link for the part and secondarily on the part. If the selected delivery date is within lead time to customers a warning appears in the Delivery date field. This check is only made for parts with the control method Order oriented.

Show delivery date "At customer" on order row/quote row

The Delivery date plus the Transport time is by default the date At customer, that is, when the part on the row should have arrived at the customer's location. However, this can be changed. If you activate this setting you will find the field At customer on the order/quote row. It is suitable to enter the same date here as on the customer's order, if there is another date there for the delivery at customer.

Default package type

(This system setting applies to packaging parts.) If no package type has been entered for a packaging part, the package type selected here will be shown by default on package rows for the packaging part when printing shipping documents.

Default goods type

(This system setting applies to purchased and manufactured parts.) If no goods type has been entered for a part, the goods type selected here will be shown by default on package rows for the part when printing shipping documents.

Manage mark-up on quote

This setting determines if quote rows should manage mark-up in percent on standard price to provide a quote price. In addition to the contribution ratio (CR) you will also see the contribution margin (CM) for both the quote row and in total for the quote.

Load sales price from quote calculation

This system setting determines if the sales price should be updated from the calculation. Otherwise, only the standard price will be saved on the quote row and the sales price is configured as usual (price linked to the customer or price from the part’s price list).

Log outgoing e-mail

This system setting determines that an e-mail log will be created, under the Activities tab in the Register quote or Register customer order procedure, when someone sends a quote or customer order via e-mail from one of these procedures.

Send multiple orders/invoices in the same e-mail message

This system setting determines if multiple orders/invoices to the same customer should be lumped together and sent in the same e-mail. If you for example have ten invoices to a specific customer, these invoices will then be sent as ten attached files in one e-mail message instead of as an attached file in ten separate e-mail messages.

The setting can also be overridden per e-mail message by using the setting Attached files in e-mail in the Communication box in the customer register.

The system setting Maximum size for files in e-mail determines the total size in MB for attached files in e-mail messages. If the orders/invoices that are attached in an e-mail message are greater than (in MB) the entered size in the system setting, the e-mail message and the attached orders/invoices will be split into two or more e-mail messages.

Check customer link for part during order registration

This system setting determines if a check should be made to see if parts on new customer order rows have a customer link.

• No – No check is made.
• Yes – A check is made. If the part has no customer link, a warning appears on the order row.