Defining Sales Order Defaults for EC

Description

Indicate which price basis you want to use by default when searching for products or creating an order as guest. A guest is an unregistered Eclipse account.

By default, the system uses DFLT-LIST.

For more information about pricing basis options, see Pricing Basis Fundamentals in the Pricing Management.

Indicate which cost basis you want to use by default when searching for products or creating an order as guest. A guest is an unregistered Eclipse account.

By default, the system uses DFLT-COST.

Select which customer template you want to use for new Eclipse customer accounts.

The system populates these options based on the New SOE Customer Template control maintenance record.

Select which sales source you want to use for new sales orders, such as EC Counter Sales or Counter Salesperson.

Select the default Eclipse user you want to use default as the writer for new sales orders.

Select the default sales order status you want to use when moving to the cart checkout. The default is B- Bid.

This automatically displays in the Ship Status field on the Check Out page in EC and the OE Order Summary Pane in Eclipse Sales Order Entry.

Note: If the Ship Status option in EC Configuration has been set to No, then the Ship Status field in the EC Checkout page is disabled.

Indicate which comment type you want to use when adding line item comments to an EC quote. By default, the system uses the first available option.

The comment options are based on entries in Order Entry Comments Maintenance.

Indicate if you want to use a calendar year or fiscal year for the year-to-date calculations.

Indicate if you want to display the product serial numbers in the Additional Text Field in an EC order.

You can then use the Line Item Scheduling window in Sales Order Entry to assign Serial Numbers normally. After assigned, EC recognizes the serial number and displays it in the Customer Connect > Account Orders page under the Additional Info column.

Indicate how account payments should be handled.

Working in conjunction with Payment on Account check box on the Admin Panel in EC. This allows the shopper to make account payments through the EC application and apply that payment to part or all of a selected invoice. The system allows for "short pay" on invoices using an Amount Left field corresponding to the amount being applied to the account payment.

Yes/No

Yes/No

When you use tokenized credit card transactions on EC, the data transferred to Eclipse lets Eclipse identify the branch when the API Configurations is set up properly. Identify the branch on the API Configuration window in Eclipse. You will also have the branch identified and associated with the Element credit card Account ID, Account token, and Acceptor ID in your system.

Tracking No. Updated, Ship Ticket Printed, Manifest is Closed

Yes/No