Please note. The service code or the part number entered here must have been configured in the Update Services procedure and the Update Part - Inventory procedure. Otherwise the extra order row will not be created.In this section, you will find settings that apply to customer orders and quotes.
Show additional part name on customer orders/quotes?
If you select this option, a part's or a service's additional name will be shown on the customer orders and quotes, on a special row below the part or service row. The default setting is to show the additional name.
Show part's sales comment on customer orders/quotes?
If you check this option, the sales comments that were entered under the Comment button for the part under the Sales tab in the Update Part - Sales procedure, as well as for services under the General tab in the Update Services procedure, will be displayed on quotes and orders. The comment will be printed on a special additional text row under the part row or service row. The default setting is to show these comments.
Show part's drawing number on customer orders/quotes?
If you check this setting, the drawing numbers that have been entered for this part in the Preparation or Update Part procedure will be shown on customer orders and quotes. The drawing number will be printed on a special row below the part row. The default setting is to show the drawing number.
Show customer's part number on customer orders/quotes?
If you check this setting, the customer's part number for this part will be shown on customer orders and quotes. One condition is that there is a customer link for the part where the customer's part number has been registered. The default setting is not to show the customer's part number.
Use prefix to manage order types?
Here you can select whether to use prefixes when managing different customer and service order types, and in that case if it should be possible or mandatory to use prefix for customer and service order numbers.
If any of the alternatives to use prefixes have been selected here, you can register different prefixes for customer and service orders in the Order Types / Prefix procedure in the Global Settings module.
Use prefix to manage quote types?
Here you can select whether to use prefix when managing different quote types, and in that case if it should be possible or mandatory to use prefix for quote numbers.
If any of the alternatives to use prefixes have been selected here, you can register different prefixes for quotes in the Order Types / Prefix procedure in the Global Settings module.
Use prefix during register invoices directly?
Here you can select whether to use prefixes when managing different customer invoice types, and in that case if it should be possible or mandatory to use prefix for invoice numbers.
If any of the alternatives to use prefixes have been selected here, you can register different prefixes for invoices in the Order Types / Prefix procedure in the Global Settings module.
Enter order number during save in Register Customer Order
If you activate this setting it is possible to manually enter an order number when a new order is saved for the first time in the Register Customer Order procedure. Otherwise the order number will be the next available number from the number series in question in the Number Series procedure.
Enter quote number during save in Register Quote
If you activate this setting it is possible enter a quote number manually when you save a new quote for the first time in the Register Quote procedure. Otherwise the quote number will be the next available number from the number series in question in the Number Series procedure.
Credit limit warning during order registration
This setting can determine whether the system should check and apply the credit limit to only the order backlog (orders on hand), the order backlog + the accounts receivables (unpaid customer invoices), accounts receivables or overdue accounts receivables. There is also an alternative where you can select to have no warning at all.
The system will issue a warning if the customer's credit limit is exceeded during order or invoice registration (when saving). If the credit limit for a customer has already been exceeded, you will also receive a warning when you in the order header or invoice header load the customer when registering a new order or invoice.
There is also a setting you can check in order to receive a warning during delivery reporting (see further down in this document).
Warn for overdue invoices during order registration?
This setting determines if a warning should appear when registering a new customer order in the cases when the customer has overdue invoices. In the warning window you can, by using the Order backlog and Accounts receivable buttons, see the order backlog and accounts receivable for the customer.
Warn for overdue invoices during delivery reporting?
This setting determines if a warning should appear when delivery reporting a new customer order in the cases when the customer has overdue invoices.
Show part's setup price on customer orders/quotes?
You can configure the system to have the setup price of a part automatically generate its own order row on customer orders. The condition is that the setup price must have been entered under the Sales tab of the part; that a service code or part number has been entered here in the setting Service code/part number for the part's setup price, and that this service code has been registered in the system. The equivalent system setting for generating a setup price row also exists for purchase orders. The setup price for a part can also be entered under the Purchase tab.
The different alternatives available for part setup prices on customer orders are:
Service code/part number for the part's setup price
Here you can enter a default code for a part's setup price. This is used together with the alternatives under the above setting Show part's setup price on customer orders/quotes. The default code must be a service code or a part number, depending on which alternative you have selected in the setting mentioned above.
Please note. The service code or the part number entered here must have been configured in the Update Services procedure and the Update Part - Inventory procedure. Otherwise the extra order row will not be created.
Set setup price coding to same as the part's coding?
Here you can choose if the coding of a part's setup price should be the same as the part's coding on an order/quote. If you check this setting, the coding will be the same as the part row above. If you do not check it, the coding will be based on the product group for service codes or the part number for the part's setup price, respectively. This setting is activated by default.
Decimals under "Each" on orders/quotes/invoices
By default this is set to 6. The price each on a customer order row or a quote row will be rounded off to the number of decimals entered here.
Part classification term in Discount Categories
By using this setting you can select how to classify the discount categories. In the Discount Categories procedure you create discount rates for the selected part classification term. The discount category is then linked to the customer.
Manage staggered discount rates in Discount Categories?
Check this check box if the system should manage staggered discount rates. The Discount Categories procedure window is adapted according to this setting.
Automatically update requested delivery period on orders/quotes?
If you select this parameter, the Requested delivery period field under the Extra row info heading in the Register Customer Order procedure when you click on the Rows button, will automatically be filled in with the same date as the Delivery period on the order row. This only applies during registration of order rows before it has been saved, not during replanning. The setting also provides you with the opportunity to measure the delivery reliability against the requested period. The setting is activated by default.
Question when changing Current period (applies to frozen Initial/Requested period)
The available alternatives are:
Saved customer order = "freezing" point for Requested period.
Printed customer order = "freezing" point for Initial period.
Please note that the question you will receive is the one you get when changing current period on order rows and not the question you get when the delivery period is changed in the order header. The question that appears when you change delivery period in the order header is not determined by the selection mentioned above.
Order date on new order row entered as
For customer orders (status >= 2) you can select (for new added order rows) which date that should be set as order date on the order row.
The available alternatives are:
Check against part lead time/balance during order registration?
With this setting checked, a control is made against the lead time to customer if such information has been registered for the part or customer link. The check against lead time to customer comes first in the control hierarchy. Therefore, if there is both lead time to customer and lead time/throughput time registered for the part, then only the control against lead time to customer will be performed. The check against lead time to customer is made for all parts regardless of lot sizing rule. If there is no lead time to customer the checks will be made according to the following:
A check is made against throughput time or lead time in working days calculated/entered for M-parts and P-parts using the lot sizing rule L (Lot-for-lot).
If there are supplier links on a P-part, then that is the lead time that is configured as the active supplier link that is checked against the delivery period on order rows during registration of customer orders.
If there is no throughput time or lead time, or the throughput time/lead time is zero days (for example if no pre-calculation has been made yet for an M-part), this checkup is deactivated.
If the delivery period of a customer order row is set to less than the lead time to customer, throughput time for an M-part, or lead time for a P-part/supplier link, then a message window will pop up, informing you that the entered period is shorter than the part's lead time. The lead time is displayed in number of days in the message window.
This setting also determines that a stock balance check is made. The part's stock balance is loaded as a total from all the locations and displayed during order placement in a special information field called Balance, which can be found when clicking the Row button and going to the heading Extra row info... at the very bottom of the Order row window. This takes place when a part is loaded to an order row.
Show available balance on order row and quote row
Here you can select whether or not the available balance should be displayed on order rows and quote rows. The available balance is calculated based on the row's delivery period and quantity, and the orders and reservations in the planning tab according to the following:
Show alternate preparation code on order rows?
If you check this setting a column called alternate preparation code will be visible on the customer order row. Alternate preparation code is a condition for this.
Coding only in Extra row info?
Here you can choose whether coding for customer order rows should only take place in the Extra row info at the very bottom of the order registration window, or whether coding should take place on the order row. If you select this alternative the coding will take place in the Extra row info; otherwise coding is done in a separate column to the far right of the order row. This setting is not activated by default.
Mandatory coding on order rows?
During customer order or quote registration, you can enter a sales account for each order row. This account can be used as assistance when coding customer invoices. Select this alternative if you want the coding to be mandatory on the order row. The default setting is not to have mandatory coding.
Part row coding according to row above on orders/invoices?
Here you can choose whether the coding of Cost centers, Cost units and Project for order rows (row type 1, 3, 6 and 9) on customer orders should be the same as the previous row. This setting can be used to assist with order row coding. However, the coding setting on product groups overrides this setting. This setting is activated by default.
Default coding in additional order rows on orders/invoices
Here you can choose how to code the Cost center, Cost unit and Project of additional order rows (row type 2) on customer orders. This setting can be used to assist with order row coding. The default setting is not to have additional order row coding. You can also select coding according to standard account or that the coding should be made according the order row above.
Default customer group at reversed liability for payment
Here you can select a default customer group for sales when reversed liability for payment applies. This setting can for example be used to code sales of construction services correctly and automatically, see description below.
A special customer group intended for reversed liability for payment should first be registered in the Account group tab in the Product Groups procedure. For this customer group you then select special sales accounts that are linked to VAT row 41 in the VAT report. You can also enter directly on the customer that the customer belongs to this customer group. Please note that all orders to a customer might not regard goods/products/services with reversed liability for payment.
If Rev. liability for pay. (Reversed liability for payment) is marked for an order (or if it has been set for the customer) then the customer group that has been selected with this setting will be selected for this order. If no customer group is selected here (value 0) then the customer group selected for the customer will be taken instead. The same applies for quotes.
By using this setting the salesperson thus only has to select Rev. liability for pay. for a quote/order. VAT code and customer group will then be configured automatically.
It is possible to enter zero (0) for this setting. This means that no default customer group has been determined.
Default customer group in three-party trading
Here you can select a default customer group used during three-party trading. This setting helps you to automatically code three-party trading correctly.
It is possible to enter zero (0) for this setting. This means that no default customer group has been determined.
Ask about creating projects in customer order rows?
If this setting is checked you will receive a question when a customer order row is coded with a new project number, asking if you want to create a new project.
Deduct transport time from delivery period during order registration?
You can enter a transport time in days for customers. If this setting has been activated, the transport time will automatically be deducted from the delivery time on the order row, during order registration for that customer. This setting is activated by default.
Message with comment from price list on orders/quotes?
If you check this setting, the system will display a warning message when a comment has been entered on a price row (price list) under Sales prices in the "Comment" field. The warning message will then be shown when the part is loaded onto an order row for a customer that has that price list linked.
The warning message will also appear if there is a comment in the "Comment" field in a customer link for a part, when that part is loaded onto an order row in a customer order registered for that customer.
Check if part is included in active quote
When registering new order rows in the Register Customer Order and Register Invoices Directly procedures, a check is made to see if the customer and part already are included in an active quote. A message appears if an active quote exists. The setting is activated by default.
Link additional text automatically to quote/order/invoice row
If this setting is activated it is possible to select if text rows on quotes, orders and invoice rows should be linked automatically. This setting is activated by default.
Default text type on text rows in an XML file
By using this setting you can select a default text type for additional text rows on purchase orders which you receive from customers as XML files in e-mail attachments. These are then dragged and dropped in MONITOR creating actual customer orders. This is a function included in the MONITOR-to-MONITOR feature. You can choose from the following text types:
Read more about the different text types in the section Extra Row Info for Order Rows in the help function for the Register Customer Order procedure.
Warn if ordered number does not correspond to entire packages?
Here you can select whether or not a warning should be displayed when the quantity on the order does not correspond to an entire package.
Show standard price, CM and CR on order/invoice rows
Here you can decide if the standard price, contribution margin and contribution ratio should be shown on order rows and invoice rows (row types 1, 2, 3, 6 and 9). This setting is activated by default. If this setting is configured, the standard price is loaded from the part register to the row. You can also change the standard price on a row. The standard price field is greyed out until the price changes, then it will become white, that is, active (for row type 2 this field is always active). The price is only saved to the row, and forms the basis for statistics instead of the standard price that is already registered for a part or a service. However, the price is not saved to the part register.
Show only total price on quote/customer order/invoice
If this setting is activated, the button Calc. total price will become available under the Rows tab in the procedures Register Quote, Register Customer Order, and Register Invoices Directly. Then you can configure a total price for the quote/customer order/invoice. This total price will then be distributed proportionally between the incorporated part rows according to the price registered for the part, regardless of any existing discount rate. All calculated rows will instead get the same discount so that the total price is reached. The new prices will update the statistics. For rows that are total price calculated, the price each, new calculated discount rate or amount will not be included in the belonging forms. It is possible to have several rows for total price and sub-total per quote/customer order/invoice.
After the last total price row you can add parts that should not be discounted, or freight and packaging.
Manage mark-up in Register Quote?
Here you can select if the quote rows should manage mark-up in percentage for the 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.
Setup price part for order/quote which falls below minimum order amount
Here you can enter a part number which is used to add a fee to a linked customer price on the quotes, orders and invoices, which fall below the minimum order amount registered for the customer. The purpose is to be able to add a type of setup price if the order's total amount is lower than the minimum order amount.
Type of form used to direct-print orders
This setting determines what is printed out via the print button from the Register Customer Order procedure.
Type of form used to direct-print quotes
This setting determines what is printed out via the print button from the Register Quote procedure.
Allow reprint of historical orders?
If you select this option, a setting called Reprint Historical Orders in the Print Customer Order procedure will appear, allowing you to print customer orders with status 9 = Historical (past orders). This alternative is normally blocked.
Create serial number in Register Customer Order?
If you check this setting the selected serial number will be created on a row type 5 (Serial number) row on a customer order when the order is saved. When printing the invoice to the customer order the serial number will be complemented with some additional information, as for example actual delivery date. A serial number can have a maximum of 40 characters.
If this setting is not checked then the serial number for row type 5 will be created when printing the invoice.
Enter serial number in customer order header
For those who manage service of own products you can activate the field Serial number in the customer order header where you can select a serial number to which the order will be linked. This can be useful for e.g. service orders or assembly orders. There is no link between this field and the order rows.
Print Pick List will generate order status "Delivery note printed"?
If you check this setting, a pick list printout will set the status 4 = Delivery note printed on all customer orders included in the pick list. This can be used as support to see on which orders picking have begun.
Show all part locations on pick lists?
This setting determines whether all the stock locations will be shown in the different pick lists that can be printed using the Print Pick Lists procedure in the Sales module. This option is very handy for those who want the freedom to choose the location to physically pick the part from, and not only the stock locations that are suggested according to balance and age analysis. If this setting is not checked, only the stock locations that are needed to cover the required number of parts to be delivered will be displayed.
Don't mix packages with different batch numbers in Pick List EDI
If you configure this setting, a package in the Pick List EDI list type, in the Print Pick Lists procedure, will always have parts from the same batch number.
Allow Package Management during Don't Mix Packages
This setting must also be activated in order to allow changes to be made on the delivery note via the package management when the setting Don't mix packages with different batch nos. in Pick List EDI has been activated.
Print delivery note for delivered rows upon delivery?
If you check this setting, a question will appear when you save your entries in the Delivery Reporting procedure, asking if you want to print a delivery note for the delivered rows.
Print transport label after delivery reporting?
Here you can decide if transport labels should be printed for the delivered rows when delivery reporting. You can choose if it should be a direct printout or via the print tab.
Open Print Shipping Documents after delivery reporting?
If you configure this setting, the Print Shipping Documents procedure will open automatically after the delivery reporting.
Warn if balance is negative during Delivery Reporting?
Here you can select whether or not a warning should appear when delivery reporting an order row. This warning will appear if a negative balance was to occur on a stock location after the delivery.
This setting is only used if you have set a location for the parts. If you are using multiple stock locations, this will appear automatically. This warning minimizes the risk of delivery taking place before a manufacturing order has been reported, which is not good if you are supposed to follow batch numbers/manufacturing order numbers to the customer order. You can decide whether the warning should only apply to parts that have traceability, which is the most common use, or to all parts.
Credit limit warning during Delivery Reporting?
Here you can select if the system should warn about credit limit during Delivery Reporting. The following alternatives are available:
Add to invoice basis after delivery reporting
Here you can select whether or not a delivery by default should be added to an existing invoice basis. You can also select if you want to display a question regarding this. The alternative No question, No is set by default.
Status "Pending" on invoice basis for new customers?
This setting determines whether the Invoice is pending option should be automatically checked when a new customer is registered. "Invoice is pending" means that it cannot be invoiced. That is, it cannot be printed in the Print Invoices procedure. The status must manually be set to status 1= Registered, after which you can invoice the order.
Here you can decide whether all customer orders should be placed in status 3 (Pending) after delivery. This means that the order will not be included in the Print Invoices procedure. If you want to print an invoice for this order, you must change the status to 1 = Registered in the Register Invoices Directly procedure. Orders with status 3 can be seen in the Invoice Basis procedure. The default option here is not to put delivered orders in pending status.
Open Package management after printing Pick List EDI?
If you configure this setting, the Package Management procedure will open automatically after printing a Pick list using one of the EDI list types.
Open Print EDI Transport Labels after printing Pick List EDI?
If you activate this setting, the Print EDI Transport Labels procedure will open automatically after printing a Pick list using one of the EDI list types.
Open Comprehensive Delivery Note after Pick List Delivery Reporting?
If you configure this setting, the Comprehensive Delivery Note procedure will open automatically after the Pick List Delivery Reporting.
Open Print Shipping Document after Pick List Delivery Reporting?
If you configure this setting, the Print Shipping Documents procedure will open automatically after the Pick List Delivery Reporting.
Reasonability check of excess reporting in Delivery Reporting?
Here it possible to decide if a reasonability check should be made in the Delivery Reporting and Delivery List procedures when reporting a too large part quantity. The following alternatives are available:
Allowed excess reporting in % of planned quantity
See the above setting.
Reasonability check when deleting rest in Delivery Reporting
Here it is possible to select if a reasonability check should be made when deleting rest in the Delivery Reporting and Delivery List procedures. The following alternatives are available:
Also use the setting below called Max rest deletion allowed (in % of planned quantity) to enter the allowed percentage size to be deleted.
Max rest deletion allowed (in % of planned quantity)
See the above setting.
Send several orders/invoices in the same e-mail message
If customer orders/invoices are sent via e-mail you can with this setting select that more than one of these should be attached in the same e-mail message, if there are several orders/invoices to the same recipient (e-mail address) and customer. A PDF file (and also an XML file, if this has been activated for the customer in question) is created for each order in the e-mail message. The subject in the e-mail message contains information regarding each order/invoice that has been attached. This setting applies to the Print Customer Order, Print Invoices, and Reprint Prior Invoices procedures.
Activate blanket order
If you check this setting the procedure Register Blanket Order - Sales is activated where you can create blanket orders (also known as call orders or frame orders, or blanket/framework agreements) for sales parts. Customer orders for a blanket order are then created as usual in the Register Customer Order procedure, which automatically links the customer order to the blanket order if it falls within the validity period of the blanket order.
Deduct blanket order with delivered quantity
If you activate this setting, the blanket order will be deducted with delivered quantity instead of with ordered quantity.