Customer order

Under this tab you register order types for customer orders. When you first start up the system, you only see the order type New sales. If you have installed the option Warehouse you also find the order type Stock order. These order types cannot be deleted or inactivated, nor can you change the basic type.

Prefix

A prefix with up to 3 characters can be entered and the system will then automatically add the prefix at the start of the number loaded from the number series. For example when registering customer orders and the next number in the number series is 1001 and the prefix is S on the order type, the customer order number is set to S1001.

Name

The name text of the order type. By using the button Translations you can translate the text to the different active languages registered in the system.

Code

Here you enter the code for the order type using a maximum of 15 characters. Order type code is used for the option called Customer order transfer. This enables you to set the desired order type on new customer orders created in the production company when transferring customer orders from the sales company.

Basic type

The basic type indicates the function of the order type. The basic types New sales, and Stock order (option) are available when creating a new order type. Stock orders do not create any invoice bases.

Price strategy

The price strategy determines how the price should be entered for the order type. The basic type "New sales" has by default the price strategy According to customer. This means that the price is primarily determined by the price linked to the customer and the price list in the customer register. The basic type Stock order has by default the price strategy Standard price. This means that the part's standard price will be used. When using the selection Price list, you select a specific price list that should apply to the order type.

Posting group

Posting group for the order type (does not apply to the basic type Stock order). The available posting groups are of the type Sales in the Posting matrix procedure.

Purchase order's address

Determines if the purchase order, created from the customer order with this order type, should have the company's delivery address (our supplier will then send the goods to us) or the customer order's delivery address (our supplier will then send the goods directly to our customer).

Apply preliminary pick list

With this setting you decide if Preliminary pick list should be applied for the order type. If both the order type and customer have configured Apply preliminary pick list, the customer order will also apply delivery planning by default. Preliminary pick lists are useful if you also want to create pick lists for parts with shortages (are not ready for delivery). You can also use preliminary pick lists when the picking will take long time or be made in several steps. When printing a preliminary pick list, the status on the customer order is set to 4 (Picking is in progress). However, no check is made to make sure the balance is sufficient and the customer order rows will not cleared.

Apply delivery planning

Here you determine if customer orders of this type should apply delivery planning. If both the order type and customer have configured Apply delivery planning, the customer order will also apply delivery planning by default.

Delivery planning is made in the Delivery planning procedure and results in suggestions of orders ready for delivery.

Invoice type

Determines which type of invoice should be set on the order type (does not apply to the basic type Stock order).

• According to customer's pmt terms (default) – the payment term on the order/invoice determines which invoice type will be set on the order/invoice.
• Cash receipt – will be set on the order when selecting order type. For cash receipt you must also select a payment method.
• Internal – will be set on the order when selecting order type. For internal invoice you must also select a payment method.

Read more about cash receipt and internal invoice under Invoice type.

Payment terms

If the invoice type is set to cash receipt, you must select a payment term.

Linked to purchase order type

This applies to the basic type Stock order. Here you determine the link of this order type to a corresponding order type for purchase with the basic type Stock order. This order type must first be created under the Purchase order tab. However, this does not apply if you have selected an order type that is delivered with the system. This means that when you register a stock order for sales with this order type, a corresponding stock order for purchase will be automatically registered. A link is then created between these stock orders. You can say that the stock order for sales "owns" the stock order for purchase.

Automatic arrival reporting

(Applies to the basic type Stock order) Here you determine if automatic arrival reporting should be made of stock orders for purchase with this order type. This means that after a stock order for sales has been delivery reported in the Report delivery procedure, the Report arrival procedure will open automatically with the linked stock order for purchase already loaded. You can then report the corresponding arrival.

Create invoice basis

(Applies to the basic type New sales) Here you determine if invoice bases should be created from customer orders with this order type during delivery of orders. This settings is activated by default. Then invoice bases will be created during delivery reporting and the bases receive status 1 (For invoicing). You can deactivate the setting if you do not want to create invoice basis for certain deliveries. For example if you send goods samples. Then the status of the invoice basis is set to 0 (Canceled) during delivery reporting.

Create sales statistics

Here you determine if sales statistics should be created for orders with this order type.

Priority

The priority is used to prioritize quotes, inquiries, orders, or projects. The default value here is 9. You can enter a digit between 1 and 9, where 1 is the highest priority. This field cannot be left empty.

This priority of the order type is always combined with the priority of the customer, when the priority of the customer order is set. The highest priority of the order type and customer is therefore the order's priority.

Activity template

The activity template you select here will by default become linked to new orders you create using this order type. Activity templates are predefined sets of activities for the order. They are managed under the Activity templates tab in the Basic data – CRM procedure. The activity template of the order is possible to change at a later time.

Preliminary

Here you determine if new customer orders with this order type should be preliminary. That is, if the setting Preliminary should be activated for the order.

Intrastat

For each order type you can configure different settings regarding transaction types and which value should be reported in the Intrastat report. Which fields can be entered and which options are available in each respective field depend on which basic type the order type has.

Active

Here you determine if the order type is active. A deactivated order type will no longer be available for the users in the system.

Log

By using the button Log you find a changelog for the order type. Here you see who modified the information as well as when. You also see what has been changed, with the value before and after the change.