| Limit Sales Rep Customers |
If set to Y (Y = Using) and the sales rep ID is limited to a specific user ID in Sales Rep, the sales rep will only see customers assigned to their sales rep ID when entering sales orders and on various inquires and reports. If set to N (N = Not Using), sales reps will see all customers. |
| Customers by ID or Name |
If set to N (N = Customer Name), the customer selection box will be sorted by the customer name. If set to I (I = Customer ID), the customer selection box will be sorted by the customer ID code. |
| Sort by Item or Date Sales History |
If set to I (I = Item), the Customer Sales History screen in Sales Orders will sort by item ID. If set to D (D = Date), the Customer Sales History screen will sort by last order date, then by items ordered on that date. |
| Standard Cost in Sales History |
If set to Y (Y = Yes), the Customer Sales History screen in Sales Orders will display the standard cost for an item (if applicable). If set to N (N = No), the Customer Sales History screen will not display standard costs. |
| Last Sales Price in Sales History |
If set to Y (Y = Yes), the Customer Sales History screen in Sales Orders will display the last selling price for an item (if applicable). If set to N (N = No), the Customer Sales History screen will not display last selling prices. |
| Onhand Inventory in Sales History |
If set to Y (Y = Yes), the Customer Sales History screen in Sales Orders will display the onhand inventory for an item (if applicable). If set to N (N = No), the Customer Sales History screen will not display onhand inventory. |
| Item Selection from Inventory |
If set to Y (Y = Yes), Sales Orders will provide an Inventory command button that allows selection of line items from a list of inventory with available or onhand quantities. If set to N (N = No), the Inventory command button will be inactive and unavailable for use. |
| Required By Date |
If set to Y (Y = Using), Sales Order headers will provide an additional field for Expected Date. This field is used to enter the customer's expected delivery or arrival date (which may not be the same as the ship date). The user will only see this field if the Date Required setting in User Options is set to F (F = First). If set to N (N = Not Using), the Expected field will be inactive and unavailable for use. |
| Warning on Duplicate Items |
If set to Y (Y = Using), the system will warn the user if an item already exists on a sales order. The user will have the option to add the item or not. If set to N (N = Not Using), users will not be warned if items already exist on orders. |
| Roll on Item |
If set to Y (Y = Using), the Roll on Item field will automatically add the customer's specific roll-on item to the sales order (as assigned to the customer, and only after all items have been added and the order is finished). If set to N (N = Not Using), the Roll on Item function will be turned off. |
| Customer Maintenance |
If set to Y (Y = Using), sales reps can make changes to customer contact and call sheet information while in the sales order header (but not addresses, terms or other key information). If set to N (N = Not Using), sales reps cannot make any changes to this information. |
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Lots Tagged Automatically
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If set to Y (Y = Using while entering order), the Lots Tagged Automatically option will automatically assign the oldest lot found by order line item, but only if the Auto Tag field in the Location is set to Y (Y = Using).
If set to F (F = Using when finishing), the lots will be assigned for all lotted items when the order is finished or updated based on the first auto tag location found. The oldest lot in the location is assigned first. If set to N (N = Not Using) the user must manually tag or assign the lots to ship in Sales Orders, Order Control, Update Pick List, and/or Shipping. Lots can only be assigned in the sales order if the location’s Sales Can Tag Lots setting is set to Y (Y = Yes) and the User Security Lots in Orders
setting is set to Y (Y = Yes). Lots can also be assigned to orders during pick list if the Auto Tag Lots setting in Department set to Y (Y = Yes). See Lot Assignment for more information.
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| Delayed Pricing |
If set to Y (Y = Using), the sales price can be entered on the order at a later time. Two additional order statuses will be added to the system:
- Open – The order has been entered but not priced
- Shipped – The order has been shipped/actual weights have been verified, but not priced, to identify orders that do not have a selling price.
If set to N (N = Not Using), the delayed pricing function will be inactive.
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| Price Variance Report Tolerance |
The percent tolerance used for calculating the variance in the Sales Variation Report. |
| Check Actual or Standard Costs |
If the Cost Checking setting for the item is set to either warn or prevent:
- A – Use the current actual cost of the item.
- S – Use the current standard cost of the item.
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| Override Freight |
If set to Y (Y = Using) and the Freight Terms and Freight Type settings are set to F (F = First) in User Options, the customer's default freight terms (COL = Collect, PPD = Prepaid, PPC = Prepaid and Charge) and freight type (as assigned to the customer) can be changed in the sales order header. If set to N = Not Using, the customer defaults cannot be overridden. |
| Add PPC Freight Items |
If set to Y (Y = Using), PPC freight type items (Prepaid and Charge) can be added in Sales Orders and Order Control. If set to N (N = Not Using), PPC freight type items cannot be added in Sales Orders. |
| Days for No Orders Report |
The default number of days to use for the Customer Not Ordering Report when run from the Shipping menu option or one of the Close End of Day (EOD) reports. |
| Credit Hold when No Orders |
If set to Y (Y= Yes), customers that have not ordered for the number of days specified above will automatically be placed on credit hold. If set to N (N = No), these customers will not be placed on credit hold. |
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Inventory Availability
Displays separate columns for Unlotted & Lotted items
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| Orders |
- Use: Deduct the quantity ordered for unlotted and/or lotted items on open sales orders from available inventory. N = No, Y = Yes
- Days: Deduct the quantity ordered for unlotted and/or lotted items on open sales orders from available inventory for orders with ship dates 0-99 days in the future.
- DoW (Day of the Week): Deduct the quantity ordered for unlotted and/or lotted items on open sales orders from available inventory based on the ship day of the week: 0 = Not Using, 1 = Monday, 2 = Tuesday, 3 = Wednesday, 4 = Thursday, 5 = Friday, 6 = Saturday, 7 = Sunday
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| Credit Orders |
- Use: Include the quantity to be returned on open credit orders for unlotted and/or lotted items in the available inventory: N = No, Y = Yes
- Days: Include the quantity to be returned on open credit orders for unlotted and/or lotted items in the available inventory for credit orders with an expected return date 0-99 days in the future.
- DoW: Include the quantity to be returned on open credit orders for unlotted and/or lotted items in the available inventory based on the credit order expected return day of the week: 0 = Not Using, 1 = Monday, 2 = Tuesday, 3 = Wednesday, 4 = Thursday, 5 = Friday, 6 = Saturday, 7 = Sunday
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| Purchase Orders |
- Use: Include the quantity ordered for unlotted and/or lotted items on open purchase orders in the available inventory: N = No, Y = Yes
- Days: Include the quantity ordered for unlotted and/or lotted items on open purchase orders in the available inventory for purchase orders with an expected delivery date 0-99 days in the future.
- DoW (Day of the Week): Included the quantity ordered for unlotted and/or lotted items on open purchase orders in the available inventory based on the expected delivery day of the week: 0 = Not Using, 1 = Monday, 2 = Tuesday, 3 = Wednesday, 4 = Thursday, 5 = Friday, 6 = Saturday, 7 = Sunday
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Planned Transfers
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- Use: Include or deduct the "from" and "to" quantities for unlotted and/or lotted items on open planned transfers from the available inventory: N = No, Y = Yes
- Days: Include or deduct the from and to quantities for unlotted and/or lotted items on open planned transfers from the available inventory based on the expected completed date 0-99 days in the future.
- DoW (Day of the Week): Include or deduct the "from" and "to" quantities for unlotted and/or lotted items on open planned transfers from the available inventory based on the expected completed day of the week: 0 = Not Using, 1 = Monday, 2 = Tuesday, 3 = Wednesday, 4 = Thursday, 5 = Friday, 6 = Saturday, 7 = Sunday
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| Work Orders |
- Use: Deduct the planned raw material usage and include the planned finished goods production for unlotted and/or lotted items on work orders from the available inventory: N = No, Y = Yes
- Days: Deduct the planned raw material usage and include the planned finished goods production for unlotted and/or lotted items on work orders from the available inventory based on the opened work order date 0-99 days in the future.
- DoW (Day of the Week): Deduct the planned raw material usage and include the planned finished goods production for unlotted and/or lotted items on work orders from the available inventory based on the opened work order day of the week: 0 = Not Using, 1 = Monday, 2 = Tuesday, 3 = Wednesday, 4 = Thursday, 5 = Friday, 6 = Saturday, 7 = Sunday
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| Inventory Cost - Unlotted Items |
For unlotted items, which costs to use on the Inventory Availability Report: W = Weighted Average cost, S = Standard cost |
| Inventory Cost - Lotted Items |
For lotted items, which costs to use on the Inventory Availability Report: W = Weighted Average cost, S = Standard cost |
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| Include Hold Lots |
Include lotted items with H for "hold" in the first position of Item Info Text 6 field in the available inventory: N = No, Y = Include. |
| Locations |
If set to I (I = Include), include the selected locations as available. If set to E (E = Exclude), exclude the selected locations from the available inventory calculation. |
| Locations List |
Based on the Locations setting (above), select the locations to be included or excluded from the list of warehouse locations. |
| Pricing uses Markup |
Item markups and yields can be automatically applied to the last purchased or incoming purchase order cost in Set Selling Prices if set to Y (Y = ESI extract and automatic markup applied). In addition to item markup, raw material item and yield are automatically applied to the base cost. An ESI file is also created which shows which purchase order, cost, raw material item, markup & yield used to calculate the selling price. If set to E (E = ESI extract without markup), only the ESI file is created. The user must manually apply markup and yields to calculate the selling price.
N = Not Using.
NOTE: ESI files can be found in the shared drive under NetYield\Data\Company name\ESI Outbox\Cost Markups and is called "BP1_year date time.DBF"
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Base Price Name
1 through 8
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The optional name for the base selling price 1 through 8. These names will appear in the price setting base price selection boxes and base selling price reports. |