SOE General Order Parameters

The following control maintenance records belong to the SOE (Sales Order Entry) category and apply to general order parameters.

Always Prompt For The Unit Of Measure In OE

For each type of order entry, indicate whether the system displays the valid units of measure whenever a user enters a quantity and product on the order. More:

Options	Yes - Displays the valid units of measure defined for the product, from which the user can select the one to use. No - Uses the default unit of measure defined for the product. However, users can display the list of valid units of measure for a product by entering the quantity and a period (.) when entering a product on an order.
Outcome of setting this control record	If your company maintains and sells product in units of measure other than ”r;ea,” set this record to Yes and the system prompts the order writer of to enter the unit of measure for each item ordered.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	For more information about defining units of measure for the products that you sell, see Setting Units of Measure for Product Records.

Allow Users To Check Orders Outside Their Home Branch

Options	Set to yes to allow all order pickers to check orders outside their home branch.
Outcome of setting this control record	Designates the user as an order checker for orders in the assigned home branch. These are users who check an order after it has been picked in the warehouse, but prior to the order being shipped to ensure that all material is accounted for before sending out. The user's ID can then be marked using the Checked By field in the SOE Header to indicate who checked the order.
Default Value(s)	No. Users are limited to check orders only in their home branch.
Action if set to Null	Same as No.
Additional Information

Change Credit Hold Order Statuses To

Select how the system changes the order status when an order is put on credit hold. More:

Options	No Change - If the order status is Ship When Available or Ship Item Complete, the system changes the status to Call When Complete. In all other cases, the system does not change the order status. Call When Complete - The system changes the order status to C - Call When Complete.
Outcome of setting this control record	Determines how the system handles the order status when an order is put on credit hold.
Default Value(s)	No Change
Action if set to Null	Same as if set to No Change.
Additional Information	If set to No Change and a sales order has a status of Ship When Complete or Ship When Specified and if the credit manager does not make any status changes when the order is released from credit hold, the system retains the original ship status, ship date, and ship via, which continues to control the processing of the order.
Additional Information	If an order has a status of Pick Up Now and authorization or permissions required Eclipse to place the order in Credit Hold, the status is changed to Call When Complete, regardless if this control maintenance record is set to No Change.

Check Availability When Adding Items To Processed Invoices

For each branch, indicate whether the system checks availability when a user assigned the SOE.CLOSED.ORDER.EDIT.SHIP authorization key adds line items or quantities to a closed (invoiced) order generation. More:

Options	Yes - When a user with authorization to edit closed order generations adds a product to a closed order, or increases the quantity of a product on a closed generation, the system checks the availability of the product and warns the user if there is an insufficient on-hand quantity to fulfill the order. No - The system does not check availability when a product is added or the quantity is increased on a closed order generation.
Outcome of setting this control record	Determines if the system performs a quantity check for products on the order that are added or whose quantities are modified.
Default Value(s)	No
Dependencies	Users must be assigned the SOE.CLOSED.ORDER.EDIT.SHIP authorization key to add products to or change quantities on closed order generations.
Action if set to Null	Same as if set to No.
Additional Information	None

Close Counter Order Multi-Order Credit Card Payment Setup

Options	Invoice Status Code - (required) Enter the status code that you want to use for logging purposes when the system accepts payment by credit card for multiple orders. Use the Valid Customer Invoice Status Codes control maintenance record to set up status codes. Ship Via - (required) Enter CREDIT CARD for the ship via. This is the shipping method to associate with the account payment for credit card payments on multiple orders. The system validates the ship vias set up in Product Maintenance. Sales Source - To use the same sales source for each credit card payment for multiple orders, select the sales source, such as INSIDE SALES or SHOWROOM FLOOR. Payment Product - Enter the miscellaneous charge product to use when the system creates a sales order to process a payment on an account. This is a placeholder product that typically has a price of $0.00.
Outcome of setting this control record	Allows customers to pay for multiple orders with a credit card.
Default Value(s)	None.
Dependencies	Customers must have must have the Allow Payment of Multiple Orders by Credit Card setting selected in their Credit Control Parameters.
Action if set to Null	Same as if set to No.
Additional Information	If the system displays the following message on the payment window, the control parameter should be reviewed:This account is flagged not to accept payments for multiple orders by credit card.

Disable Edit Ability Of Sales Source

Disables the Sales Source field in Sales Order Entry for all users except those assigned the SOE.SALES.SOURCE.EDIT authorization key.

Enable Auto Routing On Creation Of Sales Order

For each branch, indicate which branches use the Virtual Supplier companion product whether to enable auto routing upon creation of a sales order. More:

Options	Yes - Enables the branch for Virtual Supplier and auto routing. No - Disables the branch for Virtual Supplier and auto routing.
Outcome of setting this control record	Identifies which branches are enabled for Virtual Supplier. You must also indicate which of these branches can route product using the Define Routing Vs. Sourcing control maintenance record.
Default Value(s)	No
Dependencies	Define Routing Vs. Sourcing control maintenance record
Action if set to Null	The branch is not available for Virtual Supplier.
Additional Information	For more information, see Virtual Supplier Overview.

Enable FET Calculation

Indicate whether the system calculates federal excise tax (FET) for orders. More:

Options	Yes - Calculates the FET amount for products added to an order for those products with the Prepaid FET check box select in Product Maintenance. No - Does not calculate FET, even if the tje Prepaid FET check box in Product Maintenance is selected.
Outcome of setting this control record	If set to Yes, for each line item added to an order, the system calculates the FET for the product and totals the tax owed in the F.E.T field in the Totals tab of the order. If set to No, the F.E.T field on the Totals tab always displays $0.00.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	FET is a federal or state tax imposed on the manufacture and distribution of certain non-essential goods. If your company does not need to calculate FET for the products you sell, you can improve your system performance by setting this record to No.

Force Sell Package From Print Phantom And OE

If your company uses sell package quantities, indicate whether the system forces users to respect package quantities when selling products for which sell package quantities are defined. More:

Options	Yes - Prompts users to enter sell package quantities when entering products on an order. No - Does not prompt users to enter sell package quantities on an order.
Outcome of setting this control record	If set to Yes, when the quantity entered is not divisible by the sell package quantity, the system displays a warning. Users assigned the SOE.PACKAGE.QTY authorization key can override the package quantity requirement. If the system tried to ship an order quantity that is not divisible by the sell package quantity, the system sets the to Call When Complete, sends the order to the writer's Calling Queue, makes an entry in the change log.
Default Value(s)	No
Examples	If set to Yes, and the sell package quantity is 12, the system can prompt an order writer selling 11 or 13, but not a writer selling 12, 24, 36, or so on, as it divisible by the package quantity.
Action if set to Null	Same as if set to No.
Additional Information	For more information about defining sell quantities, see Assigning Pricing Values to Product Price Sheets.

Ignore Tax On Freight On Sales Orders W/O Taxable Line Items

Indicate whether the system excludes freight and handling from the taxable amount if there are no taxable line items on an order. More:

Options	Yes - Excludes freight and handling from the taxable amount. No - Includes freight and handling in the taxable amount, even when there are no taxable line items on the order.
Outcome of setting this control record	If set to Yes, the system excludes the freight and handling from the taxable amount on the order. However, if there is at least one taxable line item, the full freight amount is included in the tax.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Keep Original Commitments On Order Consolidation

Indicate whether the system retains a date/time stamp to indicate the inventory commitments for items on an open order when consolidating sales orders. More:

Options	Always - Retains all commitments, regardless of whether the item was left on the original order. Moved - Retains commitments for items moved to the consolidated order but canceled from the original order. Never - Does not retain product commitments during order consolidation or when moving the item to a different order.
Outcome of setting this control record	Determines how order commitments are handled on consolidated sales orders.
Default Value(s)	Never
Action if set to Null	Same as if set to Never.
Additional Information	You can view the commitment dates/times using the Priority view in the Future Ledger.

Multiply Product Family Quantities By The Order Quantity

Indicate whether the system multiplies the quantities defined for the items belonging to a product family by the quantity users enter when placing that product family on an order. More:

Options	Yes - Multiplies product family item quantities by number of product families ordered. No - Does not multiply product family item quantities by the number of product families ordered. Regardless of the quantity entered on the order, the system adds the items for just one product family to the order.
Outcome of setting this control record	Ensures that the suggested order quantities with in a product family are multiplied by the quantity of the family that is ordered. This helps to ensure that each family contains the appropriate number of each of its products.
Default Value(s)	No
Example(s)	Product Family A has three products in it, each with suggested quantities of four of each of the products. If this is record is set to Yes and you add five of Product Family A to an order, the system multiplies the suggested quantity of each product within the family by five. Resulting in a total of 20 of each product on the order.
Action if set to Null	Same as if set to No.
Additional Information	For more information about product families, see Creating Product Families.

Notify Buyer When Canceled Item Is On An Open Purchase Order

Complete this record if your company uses maximum days supply and would like the system to send a job queue tracker to the writer of a purchase order if an item is deleted from an open purchase order and results in over committing your projected inventory level (PIL). More:

Options	Y - Checks the future ledger for any open purchase orders that contain the item deleted from the sales order. N - Does not check the future ledger or notify the buyer.
Outcome of setting this control record	If set to Yes, the system sends a tracker to the purchase order buyer/writer informing them that an item tagged to the purchase order was deleted from the sales order.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Notify User When Quantity Backordered

For each branch, enter the writer, inside salesperson, outside salesperson, other user, or message group to whom the system sends a tracker when a picker or receiver backorders material or the quantity shipped on an invoiced sales order generation changes. More:

Options	Enter any user or message group.
Outcome of setting this control record	The system notifies the user or message group using a tracker when a quantity on a sales order is backordered. The user can then use the information to notify customers of a potential delay in shipment.
Default Value(s)	Blank
Action if set to Null	The system does not send a tracker when quantities are backordered.
Additional Information	This record does not apply to direct orders.

Number Of Days For Matrix Cell Expire Date For Order Entry

Enter the number of days from the price date the system uses to calculate the expiration date on the sales order matrix. More:

Options	Any number of days from 0 to 999.
Outcome of setting this control record	The system expires pricing in the sales order matrix using the number of days in this record from the price date. If you do not want your prices to expire, set this record to 999.
Default Value(s)	Blank
Action if set to Null	Expires prices after 30 days.
Additional Information	The expiration date displays on the Copy Override Pricing to Matrix window accessed in a sales order.

Order Status To Change To When Credit Is Denied

Select the status the system assigns to an order when a user denies credit using the Deny option on the Sales Order Credit Override window. More:

Options	C - Call When Complete B - Bid
Outcome of setting this control record	If you deny the credit for an order on credit hold, the system changes the order status to Call When Complete or Bid, depending on your setting here. The system also notifies the order writer through a job queue tracker when any order is denied, or when a direct order is approved. The job queue identifies the user who denied or approved credit.
Default Value(s)	C - Call When Complete
Action if set to Null	Same as if set to Call When Complete.
Additional Information	For more information on denying a credit hold, see Overriding Credit Holds or Denying Credit.

Remove Converted Sales Orders From Sales History

Indicate whether the system removes reversal postings created by conversion programs from the Entity Transaction file (ENTITY.TRX). More:

Options	Yes - Removes reversal postings. No - Does not remove reversal postings.
Outcome of setting this control record	When the system converts sales-related history, it creates two types of records: one for sales history purposes and one for open A/R. Both have their G/L postings reversed. Converted sales history records with the G/L reversals are required to build sales history in ENTITY.TRX. Keep this record set to No to build your sales history.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	This record is typically set at your upgrade to Release 8.0.x.

Update Associated Trackers Upon Invoicing Of Orders

Indicate whether the system appends a comment to all trackers linked to the order when a user invoices a sales, purchase, or transfer order. More:

Options	Yes - Appends a comment to all trackers linked to the order, indicating that the order has been invoiced. All users on the tracker forward lists receive a message that the tracker has been updated. No - Does not append a comment to trackers linked to the order.
Outcome of setting this control record	Set this record to Yes to append an invoice message to trackers associated with an order, and to send users on the forward list of the tracker a system message. This can increase communication about the status of orders in your warehouse.
Default Value(s)	Yes
Action if set to Null	Same as if set to Yes.
Additional Information	You can associate an order with a tracker using Shift+F4in in order entry or by creating a bid from the tracker entry window.

SOE General Order Parameters Control Maintenance Records