SOE General Control Maintenance Records

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

Activate Country Of Manufacture Search On Process Of Sales Orders

Indicate whether the system searches for the country of manufacture of each product when processing sales order generations. More:

Advance Delivery Scheduling Settings

New in Release 9.0.2

Define how you want the system to handle Advanced Delivery Settings at the global level. More:

Allow Users To Pick Orders Outside Their Home Branch

Indicate the reason that tags were broken. More:

Broken Tags - Require Reason for Breakage

Indicate whether the home branch assigned to a picker can be different than the order's ship from branch. The system prompts a user to select the reason breaking the tag. The added information makes it possible to run reports on the broken tag reasons to better understand the order processing trends. The system also records the reason selection in the Change Log. More:

Calling Queue Exclude Ship When Complete Orders

No - The system displays the “Ship When Complete Orders" in the Calling Queue. When the system processes the phantom SOE.PH.CHECK.AVAIL sets the order to appear as complete.
Yes – The system will NOT show the “Ship When Complete Orders” items in the Calling Queue. Setting to Yes does not interfere with the above phantom, it changes how the system uses these type of orders for the call queue. Therefore it excludes those type of orders from the call queue.

Note: default is set to No.

Cash And Check Overpayment Threshold

Set parameters on the cash and check payment field in Sales Order Entry to warn the user if overpayment will occur by applying the currently entered payment. More:

Check Closed Qty Edit Auth Key For Ship Branch Only

Decide if you want the system to check the SOE.CLOSED.QTY.EDIT authorization key is to make sure the user's home branch matches the shipping branch. If the ship branch does not match the home branch the user cannot edit quantities or products on the order even if authorized to edit orders. The user can still edit the remaining pieces of the order.

Users must have SOE.CLOSED.ORDER.EDIT set to level 1 or 2.

Create Direct Generation Keeping Current Ship Date

By default, when a backorder generation is converted to a direct order, the system changes the ship date and required date to "Today." Set this control maintenance record to Yes, if you want the system to keep the CURRENT ship date and required date from the backorder generation. This also makes the purchase order use the current ship date and required date.

Credit Card: Auth Screen In View Only Mode For Reference Only Cards

Indicate whether the system displays the Credit Card Authorization window in view-only mode if the card is a Reference Only type. More:

Cut Product Return Branch View Lot

Enter the branch to which to return products that have been cut. If a customer returns a cut product, the salesperson can see the lots from which the product was sold when the return branch equals the branch where the product was cut.

Default Delivery Label Parameters

Select the system default to use for delivery label printing in the warehouse. More:

Enable Picking Confirmation

For each branch, indicate whether to enable the Warehouse Picking Confirmation queue. More:

Enable T Status For Sales Order

New in Release 9.0.1

Indicate if you want to use T (Ship Ticket) statuses through sales order entry. A T status prints a document to pick material for warehouse personnel without processing the order. Since the order is not processed, the pick location is not assigned and will not print on your forms.

Eclipse does not recommend using T statuses.

Ignore Cash Required Check When No Ship Via

Indicate whether the system ignores the prompt for payment from a COD customer when there is an amount due for an order generation, no ship via is specified for that generation, and the user escapes out of the Status tab of the order. More:

Job Lien Days by State

Indicate by state the lien effective time period. More:

Job Management Admin

To set up default settings for using the Eclipse Job Management companion product, complete the following fields.

New for Solar in Release 8.7.7

Default Settings

Options	Default Product Template - (Required) Select the product record to use as a template when working in Job Management.
	Engineering Fee Product - (Required) Select the non-stock product record to use on direct orders created with any engineering fees. The product is used on the direct orders for billing and general ledger posting purposes.
	Default Print Status - Select the default print status to use for orders created for jobs. For example, select N for no printing or B for batch printing.
	Customer Used for Pricing - Select the customer to use for pricing information for jobs.
	Branch Used for Pricing - Select the branch to use for pricing.
	Returns Write Off Account - Select the general ledger account to use for returns if the vendor credit is less than expected, and you want to write off the difference rather than debit it back to the customer.
	Receiving URL - Automatically directs your accounts payable personnel entering Job Management payables on the Eclipse system to to the Job Management system to finish the payable process there. This can be set by the Job Management administrator and is the URL they use to get to Job Management. Enter: http://eclipse-server-IP:PORT/jobManagement/payable.seam Enter a URL in this field if your accounts payable department is primarily responsible for completing the receiving for orders in Job Management. Leave this field blank if someone in your Job department or a single accounts payable person is responsible for finalizing receiving in Job Management.
	Default Customer Print Style - Select the print style to use for invoices printed for orders created for a job. If you enter a print style here, it overrides the Orders print style for Job Management invoices.
	AP Difference Account - Select the account the system uses for disputed differences in payables when receiving less than what you have reconciled.
	Use for Inside Sales - Select whom the system uses as the inside sales person on orders created in Job Management. The default setting, Use Customer, uses the inside sales person assigned in Customer Maintenance for the winning customer.
	Override Customer Terms - Set to override any default customer terms on the direct side of a sales order for a job.
	Specification Sheet Profile - Profiles used by the Imaging tool to store attachments for a job.
	Default Stock Shipping Status - The shipping status to use when stock orders are released.
	Default G/L Sales Source - Select the profit center that sold the product for example, outside sales or inside sales. A sales source lets you track where sales originate. Consider your sales source setting carefully. Changing sales source information makes prior period adjustments inaccurate. For more information about creating G/L Sales Sources, see Defining G/L Sales Sources.

Additional Options

Shipments

Direct Through Stock

Job Management Image Categories

The Job Management Image Categories control record allows you to label image attachments by category. You can enter any category name that you want to use for this purpose. These are free-form fields.

These labels are available when you upload a file on the job’s Attachments tab. It also displays in the View Attached Images section and when you email the attachment from the Submittals.

The default setting is blank and this is not used.

New SOE Customer Template

For each branch, enter the customer record to use as a template to assign default information when creating a new customer record in sales order entry.

Override Trouble Queue Earliest Date If PO Ship Date Is Later

If this record is set to Yes for a branch, the system uses the purchase order ship date for the earliest date product is available for shipping if the ship date is later than the earliest date calculated in the Trouble Queue.

Parameters For Documents Imaged Onto Invoiced Sales Orders

Enter print status parameters for documents imaged onto invoiced sales orders. More:

Pass-Along Discount Holdback Percent

Enter the percentage, as a decimal, to use for pass-along holdbacks. More:

Print Discount Available on Order Documents

Set to print the Discount Available amount on Ship Ticket and Acknowledgement. More:

Remove Orders From OOSRQ When Prt Status Changed To

For a branch, define when to remove an order from the Open Order Status Review Queue based on the order's print status. More:

Restrict Post OE IDs to Pre-Assigned IDs

Use this control maintenance record to indicate whether the system restricts users to enter only post-order entry IDs in sales order entry and purchase order entry that are within a specific range. Post-order entry IDs are orders that you enter in the system after the order has actually been taken. More:

Restrict users from creating new customers through SOE

This control record provides a way to limit those with the CUSTOMER.MAINT authorization key from creating a customer in Sales Order Entry (SOE) or the SOE widget.

The CUSTOMER.MAINT authorization key determines if a user can access Customer Maintenance to create customers. The authorization key has levels 1 and 2. Level 2 allows users to edit Customer Maintenance, which includes creating a customer. Level 1 gives the user a view-only mode within Customer Maintenance. However, both levels can create customers through Sales Order Entry (SOE), including the SOE widget.

Options

Use the following options on the “Restrict users from creating new customers through SOE” control record:

Yes - With the control record option set to Y, only those with the CUSTOMER.MAINT authorization key level 2 can create customers through SOE (including the widget).
No - With the control record option set to N, those with the CUSTOMER.MAINT authorization key level 1 cannot create customers through SOE (including the widget). If you try to create a new customer, the system displays a message box that states, "You cannot create a new customer. You need the authorization key "CUSTOMER.MAINT" at level 2 or higher to create a new customer."

Outcome of setting this control record

You can limit those with the CUSTOMER.MAINT authorization key from creating a customer in Sales Order Entry (SOE) or the SOE widget.

Default Value(s)

Use the following options on the “Restrict users from creating new customers through SOE” control record:

Yes - With the control record option set to Y, only those with the CUSTOMER.MAINT authorization key level 2 can create customers through SOE (including the widget).
No - With the control record option set to N, those with the CUSTOMER.MAINT authorization key level 1 cannot create customers through SOE (including the widget). If you try to create a new customer, the system displays a message box that states, "You cannot create a new customer. You need the authorization key "CUSTOMER.MAINT" at level 2 or higher to create a new customer."

Routing Administrator

Complete this record if your company uses a third party routing interface, such as RoadNet. More:

Routing Ship Vias

Complete this record if your company uses a third party routing interface, such as Roadnet. For each branch, enter the ship vias to route by default to the third party routing software. If you leave this record blank, defaults are not defined.

Sales Order Entry Auto Apply Mode

For each branch, select whether to override the automatic application of sales deposits and/or credit balance invoices to accounts receivable balances when the next order segment is shipped and processed as an invoice. More:

Standard Delivery Label Groups

Enter the names of commonly used delivery locations that salespeople can use when assigning products to delivery locations in sales order entry. For example, you can enter common room names such as kitchen, bathroom, or master bedroom.

Stock Availability Service Level Tracking

Indicate whether to enable stock availability service level tracking. More:

Switch System From 8 Digit Orders To 10 Digit Orders

By default, Eclipse assigns eight digits to all order numbers in the system. Depending on your order volume and length of time on the system, you could run out of eight digit numbers. More:

Important: After you switch to ten digit order numbers, you cannot switch back to eight digit order numbers. However, all existing eight digit order numbers remain as eight digits. The system uses ten digits moving forward.

Update Customer Calling Queue When Ship Date Changed By Direct Ack

Set this control maintenance record to determine whether or not to update the ship date on the sales order side of a direct when an acknowledgment is received. More:

Valid Job Award Codes

Enter job award codes that users can assign to a job bid in the Award Code field on the Job Bid Maintenance window. More:

Valid Job Nature Types

Enter the kinds of jobs customers can handle that describe the nature of the work. More:

Valid Job Types

Enter the types of jobs customers will manage. More:

Valid Ship Via Route Types

Enter the route types that you use within your company and select which route type the system should use by default for a ship via. More:

Valid SOE Quote Statuses

New in Release 9.0

Enter the quote statuses you may use to note where you are in the quoting process. Leave blank if you do not use this feature.

Valid Release Numbers

For internal Eclipse use only.

Will-Call Order Definition

The system's Quick Sales Order Entry widget uses will-call orders as a category to display orders within the widget. Use this control maintenance record to tell the system which ship vias and which order print statuses you use for will-call orders. For example, Will Call and Will Call Hot ship vias might both be used for orders that a customer is coming to your warehouse or facility to pick up instead of having it shipped.

Options	Yes - Searches the system for the procurement path of the shipping branch for a product on an order. No - Does not search for the manufacture country for each product on a sales order.
Outcome of setting this control record	If set to Yes, the system searches through the procurements for the product to determine the country in which the product was manufactured.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Valid Delivery Times	Enter the terms or times you wan to use in Advanced Delivery Maintenance when scheduling delivery time ship vias, such as AM, Mid-Day, or PM.
Monday Cut Off Day	Indicate by branch the last day, the cut off day, to use the ship via get the item for Monday AM deliveries. Valid options include Friday and Saturday.
Settings	Select check box if you want to suppress warnings when ship dates change for advanced delivery items.
Outcome of setting this control record	The system uses these settings and applies the Advanced Delivery parameters when scheduling items with Advanced Delivery ship vias.
Default Value(s)	None.
Action if set to Null	None.
Additional Information

Options	Yes - A picker's home branch can be different from the order's ship from branch. No - A picker's home branch must be the same as the order's ship from branch.
Outcome of setting this control record	If set to Yes, you can assign a picker to a an order, even if that picker's home branch in User Maintenance is not the same as the shipping branch on the order. If set to No, you can only assign pickers to orders whose shipping branch match their home branch.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	Complete this record if multiple branches use the same warehouse.

Branch	From the Branch Input list, select the branch for the broken tag reasons.
Reason	Enter the reason for breaking a tag that a user can select from. You can enter as many reasons as needed. If you do not enter any reasons , then the system does not display the message prompting for a reason.
Default Value(s)	By default, there are not any reasons in the control record. This way you can choose to use this feature or not.
Action if set to Null	If you do not enter any reasons , then the system does not display the message prompting for a reason.
Additional Information	When you are using this feature, and an authorized user is breaking a tag, the system displays a message that prompts you to select the reason. After you select the reason, then you can continue.

Options	Set the upper threshold for the payment by percentage and dollar amount. The two threshold pieces work in conjunction to provide the most flexibility. For example:
Outcome of setting this control record	Using the example above, if the amount being collected is less than 200% of the amount due, then the user can continue. If the amount due was $500, the user can collect up to $999.99. However, attempting to collect anything over $1000 results in an error on the Totals tab. In addition, the amount due must also be at least $100. A customer could pay more than 200% for an order less than $100. For example, if the order total is $5.00, the customer may pay with a $20.00 bill. So by including a minimum amount for the amount due, you can prevent getting an error for these types of transactions.
Warning Message	If the percentage entered is less than 100% (and greater then 0%), the user receives the following message: Warning! The percentage threshold must be at least 100% of the amount due. Percentages less than 100% will be changed to zero and ignored. Do you want to continue? If the user were allowed to enter 50% as the threshold, then a user could only collect $250 on a $500 order. Therefore, if the user answers Yes in the warning above, the percentage is automatically set to 0%, disabling this control maintenance record and allowing all payment amounts to be collected. There is no minimum or maximum for the minimum amount due field.
Default Value(s)	Percentage set to zero. Amount due set to $0.00.
Action if set to Null	Same as if set to No.
Additional Information	There is no authorization key connected to this control maintenance record.
Example Threshold	Use the Example Threshold area to see what the maximum payment would be for a specific entry. You can check the amounts before applying in this field.

Options	Yes - The Credit Card Authorization window displays in view-only mode for Reference Only credit cards. No - The Credit Card Authorization window displays in edit mode for Reference Only credit cards.
Outcome of setting this control record	Determines how the Credit Card Authorization window displays for cards that are set with an Authorization Method of Reference Only in the Default Credit Card window.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	To define credit cards for a customer or contact, see Defining Default Customer and Contact Credit Cards with Element.

Options	Delivery Group - One label prints for each delivery group, regardless of how many units are associated with a delivery location. Item - One label prints for each item.
Outcome of setting this control record	Determines how labels are printed for products that are delivered to a work site that must be associated with a specific room, floor, lot location or other delivery location. How you decide to print delivery labels can help make the delivery process smoother for your customers.
Default Value(s)	Delivery Group
Example(s)	If set to Delivery Group, and a contractor orders a quantity of 10 of a line item, instructing the order taker that five units go to KITCHEN and five to DINING. Two labels print: one for each delivery group. If set to Item, and a contractor orders a quantity of 10 of a line item, instructing the order taker that five items go to KITCHEN and five to DINING. Ten labels print: one for each item.
Action if set to Null	Same as if set to Delivery Group.
Additional Information	You can override the setting in this record for individual products, using the Delivery Label Per field in the Product Information Miscellaneous window in Product Maintenance. You can also override this setting, or a product-level setting, when entering delivery label information in the Delivery Label Detail window during order entry. For more information about delivery labels, see Delivery Labels Overview.

Options	Yes - Enables the Warehouse Picking Confirmation queue. No - Disables the Warehouse Picking Confirmation queue.
Outcome of setting this control record	Enables the Warehouse Picking Confirmation program, which allows you to track sales and transfer order and their products through the warehouse as the order is being picked and prepared for shipping.
Default Value(s)	No
Dependencies	If you use the Close Counter Orders functionality to take payment for orders at the counter, you must set this record to Yes.
Action if set to Null	Same as if set to No.
Additional Information	For more information about using the Warehouse Picking Confirmation queue, see Tracking Sales and Transfer Orders Through the Warehouse. For more information about closing counter orders, see Quickly Closing Counter Orders.

Options	Yes - The prompt for payment does not display. No - The Totals tab displays and prompts for payment.
Outcome of setting this control record	If set to Yes, if a shipping method is not specified on an order generation, for example, you are waiting to determine the shipping method until you contact the customer, the system does not prompt for payment if the customer is defined as COD, or the customer has exceeded their credit limit and a payment would typically be required.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	Set customers as COD using the COD parameter settings in the Credit Control Parameters window in Customer Maintenance. For more information, see Defining Payment Terms and Credit Controls.

Options	Default Lien Days - The number of days after which action is taken if no value is entered for a state. State column - Populated by the Valid State Codes control maintenance record. Lien Days column - For each state you do business in, and according to the state laws, enter the date by which lien procedures will begin for non-payment.
Outcome of setting this control record	Any setting for a state overrides the Default Lien Days setting.
Default Value(s)	Default Lien Days - 90 days State column - By default all 50 United States. Lien Days column - Blank.
Action if set to Null	The system uses the Default Lien Days field value if the state value is blank.
Additional Information	These settings work directly with the Job Information tab in the Customer Maintenance Credit Control Parameters settings.
Additional Information	You must be assigned the CUST.CREDIT.EDIT authorization key to edit the Job Information fields.

Check Box	Auto Approve Payables - Select to allow automatic approval of payables if all other parameters are true. For more information, see XYZ...
	Allow Awarding Jobs When Customer On Credit Hold - Select to let users award a job even if a customer is on credit hold. (auth key with this?)
	Use Quoter as Writer - Select to use the quoter of a job as the order writer for jobs that your company creates. Setting this field to No uses the Project Manager as the writer for a job. The default setting is No.

Check Box	Harmonizing Tariff Code - Select to require an HTC code for job management orders. This code is used by custom's agents to classify goods being shipped into the United States. These codes are used to determine the duties and taxes to be levied by the government for importing a product. This code is usually eight to ten characters long. The codes break down into identifying to declare the chapter, section, and subsection of the code book.
	Country of Origin - Select to require a country of origin on job management orders. This is the country from which the goods are being shipped.
	Required Release Date - Select to require the user to enter a required release date. This is the date by which materials need to be released from hold.
	Required on Site Date - Select to require the user to enter a date material is required on the job site. The date material is required on the job site.

Options	Create & Receive DTS PO Ship Via - Select the default ship via to use for Direct Through Stock purchase orders when managing jobs with Direct Through Stock inventory.
	Create & Receive DTS PO Location - Select the default location to use when receiving Direct Through Stock material ordered for a job.

Settings	For each document profile associated with invoiced sales orders: In the Document Profile field, select a document profile. If you leave this field blank, the logic associated with this control maintenance record applies for all documents attached to any invoice that matches the print status in the Cur Prt field. In the New Prt field, enter the new print status to assign to an invoiced sales order after the designated document has been attached, if the current invoice status matches the value in the Cur Prt field. If you leave this field blank, the system does not use the logic associated with this control maintenance record. In the Cur Prt field, enter the print status an invoiced order must have, when a document is attached, for the system to change the status to the New Prt status. If you leave this field blank, the system changes the print status of all invoiced sales orders to the New Prt status.
Outcome of setting this control record	When you attach a document image to a sales order, you assign it to a document profile. The profile determines where the system stores the document image. The system then compares the document profile to the parameters defined in this control maintenance record. If parameters are defined for the document profile, they determine whether to change the print status assigned to the order and which status to change it to.
Default Value(s)	None
Action if set to Null	The order's print status does not change when you attach an image to the invoice.
Additional Information	For more information about document profiles, see Creating Custom Indexing Profiles.

Options	Any percentage, entered as decimal.
Outcome of setting this control record	The system subtracts the holdback discount percent entered here from a vendor pass-along discount due the customer on an order. The holdback percent is an absolute value, not a percent of the pass-along discount percent. For example, if a pass-along discount due to a customer is 2% and the holdback percent is .5%, the system reduces the pass-along discount percent to 1.5%. The system does not allow a holdback percent to make a pass-along discount negative so that a customer receives a credit.
Default Value(s)	0
Action if set to Null	Same as if set to 0.
Additional Information	You can override this record for a customer using the Pass-Along Discount Holdback Percent field on the Additional Info tab of the Credit Control Parameters window in Customer Maintenance.

Setting	Y/N for Acknowledgement and Ship Ticket. Activating this option, allows the Discount Available amount to print on these order forms. You have the ability to set this option for each form independently.
Outcome of setting this control record	On the Total tab of the Sales Order Entry screen the Total Order Balance field is calculated net order totals, which you is the Order Summary. The Order Summary includes Discount Available. You can choose to print the Discount Available amount on the Ship Ticket and on the Acknowledgement form, if you enable it with this control record. The Order Summary information is also available to print on the Shipping Order or Acknowledgement forms. By default, the system does not print the Discount Available on the Shipping Order or Acknowledgement forms. Activate the Print Discount Available on Order Documents control record to
Default Value(s)	N
Additional Information	The Discount Available prints in the Order Summary area of the forms. The Order Summary only prints if a payment has been made.

Options	Enter a branch number and list the print statuses for which the system removes the orders from the queue.
Outcome of setting this control record	When an order in the Open Status Review Queue at the branch listed moves into one of the statuses listed in the record, the system removes the order from the queue.
Default Value(s)	B (batch printing) and N (no print) for all branches.
Action if set to Null	Uses the default B and N status codes.
Additional Information	For information about the available print statuses, see How Print Status Drives Document Printing in the Sales Management documentation.

Options	Y - Restricts the use of post-order entry IDs to pre-assigned order entry IDs within the range specified in the Pre-Assigned Order ID Maint window. N - Does not restrict the use of post-order entry IDs to pre-assigned order entry IDs within a specific range. Users can enter post orders with any order ID.
Outcome of setting this control record	Restricts users to entering post orders only within a certain range of order IDs. You might need to enter post-order entry IDs when you: Are transferring orders from your old system into your new Eclipse system. Have salespeople taking manual orders in the field who are not, at that time, connected to the system. Need to input handwritten orders for any reason.
Default Value(s)	No
Dependencies	Before you use this control maintenance record, determine the range of pre-assigned IDs that you want to restrict your users to entering, and enter that range in the Pre-Assigned Order ID Maint window (POST.OE.PRE.MAINT), accessed through the Program Editor in the Eterm interface. For more information about how to pre-assign IDs, see Pre-Assigning and Auditing Order IDs. Alternately, you can add the window to a menu.
Action if set to Null	Same as if set to No.
Additional Information	For more information about entering pre-assigned sales order entry and purchase order entry ID numbers, see Posting Sales Orders From Another System and Posting Legacy Purchase Orders. When you want to see which range of order entry ID numbers are available for a particular branch or order type, you can view this information on the Pre-Assigned Order ID Audit screen. To display this screen, you can use the Program Editor. For more information on how to determine which pre-assign IDs have been used, see Pre-Assigning and Auditing Order IDs. Alternately, you can add the window to a menu. The program name for this window is POST.OE.PRE.AUDIT.

Options	N-No Auto Apply - All deposits display as unapplied receipts in the Cash Receipts program and have to be applied manually. D-Deposits Only - Any deposit received prior to an invoice segment being processed (shipped) is auto-applied. A-All Credit Bals - All deposits and credit balance invoices are auto-applied.
Outcome of setting this control record	Determines how credits and deposits for orders are posted to a customer's accounts receivable balance.
Default Value(s)	Blank
Action if set to Null	Same as if set to D.
Additional Information	Each of the above only applies to deposits and credits occurring on the same order number transaction. We recommend that you assign one of the choices to each branch.

Options	Yes - Enables stock availability level tracking. No - Leaves stock availability level tracking turned off, and the system does not track the stock availability levels for reporting.
Outcome of setting this control record	When set to Yes, the system records data that is viewable in the Stock Availability Service Level Report, which measures the percentage of times that the complete quantity ordered for a stock item is on the shelf when the customer orders it.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	You must set this control maintenance record to Yes to run the Stock Availability Service Level Report. For more information on this report, see Running the Stock Availability Service Level Report.

Outcome of setting this control record	If you determine that you are going to run out of order numbers, use this control record to increase the number of digits in order numbers from eight to ten.
Default Value(s)	None
Dependencies	You must be a superuser to use this control record. We recommend making the switch after hours when all users are logged off the system.
Action if set to Null	N/A
Additional Information	None

Options	Yes - Does not update the ship date on the sales order side of the direct when an acknowledgement is received later than the original date on the direct. No - Updates the ship date when an acknowledgement is received on the sales order side of a direct.
Outcome of setting this control record	If set to Yes, the system does not update the ship date on the direct order when it receives an acknowledgement later than the original date on the direct. Instead, the system sends notification to the Customer Calling Queue that the order is in trouble.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Options	Any text up to 15 characters per line. Enter one award code per line.
Outcome of setting this control record	Provides the codes used to explain why a job bid was or was not awarded to your customer.
Default Value(s)	Blank
Example(s)	Awarded, Lost- Price, Lost - Avail, Lost - Brand, Competitor
Action if set to Null	Users can enter any text in the Award Code field in Job Bid Maintenance. The field does not validate against the content of this record if it is blank.
Additional Information	For more information about Job Bid Maintenance, see Maintaining Job Bids.

Options	Free-form text field. Enter all the job types aspects or natures which a customer may handle, such as Residential or Commercial.
Outcome of setting this control record	Establishes the options available in the Job Information tab in the Customer Maintenance Credit Control Parameters settings for the Nature of Job field.
Default Value(s)	None.
Example(s)	Residential, Commercial, or Government.
Action if set to Null	None.
Additional Information	You must be assigned the CUST.CREDIT.EDIT authorization key to edit the Job Information fields.

Options	Free-form text field. Enter all job types which a customer may handle, such as Private or Public.
Outcome of setting this control record	Establishes the options available in the Job Information tab in the Customer Maintenance Credit Control Parameters settings for the Job Type field.
Default Value(s)	None.
Action if set to Null	None.
Additional Information	You must be assigned the CUST.CREDIT.EDIT authorization key to edit the Job Information fields.

Options	Enter any free form text to describe the route type and select whether the route should be used as the default route when assigned to a zip code in Zip Code Maintenance.
Outcome of setting this control record	Using ship via route types, you can establish different delivery routes for a single ship via within a zip code.
Default Value(s)	Blank
Example(s)	If you have day time routes that are different than night time routes using route types allows you to define default routes by zip code for your daytime deliveries that are different than those that you do at night. You could also use this functionality if you typically take orders for delivery tomorrow but allow for same day delivery under certain circumstances. In this case you might have route types called Standard and Hot Shot. Standard routes might have zip codes defaulting to ROUTE 1 through 10 but Hot Shot might default ship via to HOT SHOT DELIVERY indicating that they are used for same day delivery orders within that zip code.
Action if set to Null	There are no ship via route types to assign to a ship via at the Zip Code level.
Additional Information	For more information about using ship via route types, see Ship Via Route Types Overview.