SOE Default Parameters

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

Allow Multiple Products To Be Associated With One Customer Part #

Set this control maintenance record to Yes to allow a single customer part number to have multiple products associated to it. If you want only one product associated with a customer part number, set this record to No.

Options	Yes - Allows a single customer part number to have multiple products associated with it. No - Allows a customer part number to only be associated with a single product.
Outcome of setting this control record	In Customer Maintenance, when enter customer-specific part numbers to cross-reference the customer's product number scheme with the part numbers assigned in your system, if set to Yes, you can associate more than one product with a part number for a customer.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	If multiple products are assigned to a customer part number, order writers are prompted to select the correct product to place on the sales order.

Customer B/O Action Default

Select the default status to assign to a customer backorder if the Backorder Status field in the customer record is blank.

Options	L (Call When Available) - The system displays the order in the Customer Calling Queue when any item on that generation, even a partial quantity of that line item, is available. A (Ship When Available) - The system ships items on the generation of an order as they become available even if the total quantity of that line item is not available. C (Call When Complete) - The system displays the order in the Customer Calling Queue when the entire generation of the order is available. H (Ship When Complete) - The system ships the entire generation of the order when it is complete. M (Ship Item Complete) - The system ships total line item quantities on the generation of an order as they become available. It does not ship partial quantities of line items. B (Bid) - The system assigns Bid status to the item, which does not commit inventory. X (Cancel) - The system does not allow any backorders.
Outcome of setting this control record	The system uses the setting in this record if the Backorder Status field for a customer is blank.
Default Value(s)	Blank
Action if set to Null	The system uses the default status set in the Default Status field in Ship Via Maintenance for the shipping method the order. If that field is also blank, the system uses Call When Complete. You can change the status in sales order entry if necessary.
Additional Information	If your default ship status is set to P for pick up now, the system automatically applies the X (Cancel) setting to this control maintenance record. For more information on setting default ship statuses, see Adding Miscellaneous Customer Information.

Default Copy Mode For OE Header Screen

Select the default copy mode the system uses when a user makes changes to the information displayed on a Header in sales order, purchase order, or transfer order entry tab.

Options	On - The system copies the changes made on the Header of one order generation to the Headers of all the other order generations. Off - The system does not copy the changes made on the Header of one order generation to the Headers of the other order generations. Prompt - The system prompts you to select whether to copy the changes to the Headers of the other order generations.
Outcome of setting this control record	The option selected here displays as the default in the Copy to All menu option on the Tools menu. Users can override the default on the order Header.
Default Value(s)	Blank
Action if set to Null	Same as if set to Prompt.
Additional Information	None

Default Imaging Profile ID For MSDS

Select which image, attached at the product level, to associate with a product's Material Safety Data Sheet, based on the document's IMG.PROFILE ID. The default is MSDS. The system uses this record to distinguish which image is the Material Safety Data Sheet, if there are multiple images attached to a product. Products with attached images display the image icon in the MSDS Review Queue.

Default Lead Time Days For Branch Procurement

Enter the default number of lead time days for procurements from a branch.

Options	Default Lead Time (Days): Enter any number of days between 0 and 99999. The default is 3.
	From Branch: Enter the branch from which you want to indicate lead time defaults. For example, the lead time to your Kansas City branch will be different from your branch in Cincinnati, than from your branch in Denver. You must set default lead time days for each branch individually. Enter the branch you want to define. The system populates the table with available and valid branches for the From Branch.
	To Branch / Lead Time Days table: Enter the branch and corresponding lead times from the branch indicated in the From Branch field above.
Buttons	Use the following buttons after entering the lead time days: Clear All - Clears all values set in the Lead Time (Days) column. Set All - Uses the value from the field in which the cursor sits and sets all branches to that default day value. Log - Displays the maintenance log for this control maintenance record.
Outcome of setting this control record	The system uses the number of days you enter here to calculate the availability date in both Line Item Sourcing and Line Item Procurement for each branch.
	This setting does not effect the availability date on vendors in these areas, only procuring from another branch.
	This setting creates an availability date that represents the actual time it would take to receive material from each branch combination.
Default Value(s)	Blank.
Action if set to Null	Same as if set to 3.
Additional Information	If you set this record to 0, the system sets the default number lead time days to 3. For more information about lead times and their calculations, see Lead Time Overview in the Purchasing documentation.

Default Product Xref Subroutine

Enter the subroutine for starting your default web browser. Enter DDE.WEB.BROWSER unless instructed otherwise by your installer. The system uses this subroutine if the Agent ID field on the DDE Agent Maintenance screen is not filled in.

Default Selection For Reorder Pad

Select the default view for the Reorder Pad window when the customer is a ship-to account.

Options	Bill-To - Displays products purchased by the bill-to customer and all associated ship-to customers. Ship-To - Displays products purchased by that ship-to customer.
Outcome of setting this control record	Determines which products display in the Reorder Pad by default. Salespeople can change the view in the Reorder Pad using the Mode menu as needed.
Default Value(s)	Bill-To
Action if set to Null	Same as if set to Bill-To.
Additional Information	When displaying the ship-to information for the bill-to account, items without a last ordered date are sales to other ship-to customers associated with the bill-to account. For more information about using the Reorder Pad, see Reordering Products Using the Reorder Pad.

Enable Automatic Pick Up Now Status In Line Item Sourcing

For non-Advanced Delivery Orders excluding the direct shipments, you can use the Line Item Sourcing options: Procure, Ship From, and Direct From. For backward compatibility, use Direct From. For more information about line item sourcing, see Backordering Products in the Sales Management online help documentation.

GP Preview Report Parameters

Use this record to set the gross profit percentage range the system uses to select invoices for the Detailed Invoice GP% Report.

Settings	Minimum GP% field - Enter the minimum gross profit percentage invoices can have to not be selected for the report. The system selects invoices with a lower gross profit percentage for the report. Maximum GP% field - Enter the maximum gross profit percentage invoices can have to not be selected for the report. The system selects invoices with a higher gross profit percentage for the report. Restrict User from Changing Percentages - Indicate whether the users running the report can change the percentages. The restriction includes superusers.
Outcome of setting this control record	Determines the gross profit percentage range to select invoices when generating the Detailed Invoice GP% Report.
Default Value(s)	None
Action if set to Null	A range is not defined for the report.
Additional Information	For more information about running the report, see Running the Detailed Invoice GP% Report.

Line Item Sourcing Vendor Ship Via Default

Define by branch or territory what ship via to use by default in the Line Item Sourcing window for procuring from vendors. If this control record is left blank, the system uses the ship via set in Ship Via Maintenance in Vendor Maintenance.

Number Of Months To Display Product Heat Numbers

Indicate the default number of days for which to display in the Mill Test Report Maintenance window. The default is twelve (12) months. You can change the date, if needed. If there is a purchase order with the heat number the system uses the P/O Receiving date for the order as reference to display the results. If there is no purchase order, then the system uses the date on which the MTR was entered in the system.

Order Entry Product Panel Template

Indicates which template the system uses for the Sales Order Product Panel as the default view. Select a template from the drop-down list. When you reset the Product Panel view the system uses this control record template setting to which the view returns. If you assign a template in a user profile that template takes precedence over this control record.

SOE Default Parameters Control Maintenance Records