Order Status Defaults window

The Standard Orders options that you enable are the default options that enable on the Set up order types window (from Orders, select Set up tables > Order types) when you define a standard order type:

■ Pick List - Enable to process standard orders through the Print pick list processing stage. If you enable this option, a Pick List sorted by product code prints for each standard order. Pick Lists show the total number of products needed for each order and are useful if you have an intermediate staging area where products are gathered for filling orders.

■ Shipping Paper - Enable to process standard orders through the Print shipping paper order processing stage. If you enable this option, shipping papers (Packing Slips) print for each order.

■ Invoice - Enable to process standard orders through the Invoice orders order processing stage. If you enable this option, an invoice prints for each order.

■ Affect Inventory - Enable to reduce product inventory automatically when you invoice an order.

A debit order is a special order type category used for entering adjustments for invoiced orders, such as increasing the number of products purchased. Debit orders are entered against an original order's invoice; however, they do not update the original, invoiced order. Any order type created as a debit order can generate an invoice and affect inventory levels only.

The Debit Orders options that you enable are the default options that enable on the Set up order types window (from Orders, select Set up tables > Order types) when you define a debit order type:

■ Invoice - Enable to process debit orders through the Invoice orders order processing stage. If you enable this option, an invoice prints for each debit order.

■ Affect Inventory - Enable to reduce product inventory automatically when you invoice a debit order.

A credit order is a special order type category used for reversing invoiced orders. Since invoiced orders cannot be canceled, credit orders are used to reverse invoiced orders. Credit orders are entered against an original order's invoice; however, they do not update the original, invoiced order.

The Credit Orders options that you enable are the default options that enable on the Set up order types window (from Orders, select Set up tables > Order Types) when you define a credit order type:

■ Invoice - Enable to process credit orders through the Invoice orders order processing stage. If you enable this option, an invoice prints for each credit order.

■ Affect Inventory - Enable to increase product inventory automatically when you enter a credit order.

A pro forma order is a price quote that you can convert to a standard order. The Pro Forma Orders options that you enable are the default options that enable on the Set up order types window (from Orders, select Set up tables > Order Types) when you define a debit order type:

■ Print Quote - Enable to process pro forma orders through the Print quotes order processing stage. If you enable this option, a quote prints for each pro forma order.

■ Convert to Order Type - Enter the default order type for converted pro forma orders. The order type you enter is the default order type for pro forma orders when they are converted.

Enable to print customer phone numbers on shipping papers (packing slips) below the 'Ship to' Address. This is a requirement for some international businesses.

Enable to create a new batch each time you generate invoices (recommended). If you do not enable this option, the transactions created when you invoice orders are included in the original batch in which payment was entered.

Note: There is one exception to the standard behavior when this option is not enabled. If the invoicing run includes items whose original order batch has a status of Ready or Posted (closed), a new batch is created automatically and iMIS displays a message informing you that a new batch was created for transactions whose original batch is no longer available.

When processing invoices individually using the Print button, the transactions created when you invoice orders are subject to the following rules:

■ If you have an open batch selected in your current session, invoices will be generated into that open batch.

□ If you have no open batch selected in your current session, the system will prompt you to select or create an open batch into which the invoice entry will be generated.

■ If Create New Batch for Invoicing is not enabled, the following rules apply:

□ If the original batch in which the order was generated is open, the invoice entry will be generated into that same batch.

□ If the original batch in which the order was created is closed, but another batch is selected and open in your current session, the invoice entry will be created into that batch.

□ If the original batch is closed, and there is no batch selected and open in your current session, the system will prompt you to select or create an open batch into which the invoice entry will be generated.

Caution! Enable the Create New Batch for Invoicing option if you are using the iMIS Orders backorder feature. For example, with the Create New Batch for Invoicing option enabled, an order that is invoiced in April that has a backorder that is filled in June will be in the June batch. Without the Create New Batch for Invoicing option enabled, the invoice for the backorder will be in the original April batch. The invoice will reflect the current date, but the AR statement will reflect the old batch date, which is incorrect for aging.

Enable to use identifying numbers for customers other than customer IDs. For example, you may want to use a Social Security number, which is derived from the Major Key field. If you enable this option, the Escape Character field displays.

(Displays when the Allow alternate key use option is enabled) Enter an appropriate character, such as a forward slash, to differentiate the entry of the major key. Prefix the major key in the BT_ID field with this character (forward slash, as an example).

Enable to automatically populate the Payment Amount field with the order amount after the order is invoiced if you enter credit card information on the Payments tab on the Enter and edit orders window but do not enter a payment amount (or if the payment amount is zero).

If this option is disabled and the Payment Amount field on the Payments tab on the Enter and edit orders window is blank or the payment amount is zero, a message displays to confirm that the Payment Amount field is blank. If you select Yes, the credit card information is saved and the credit card is not charged when the order is invoiced. If you select No, all of the information in the credit card fields is deleted.

Enter the default order type that populates the Order Type field on the Overview tab of the Enter and edit orders window each time you enter a new order. The default order type is in effect each time you open iMIS. If you enter an order with a different order type, the Order Type field on the Overview tab defaults to the last order type entered until you restart iMIS.

5. Enter the order type to which you want pro forma orders to convert in the Convert to Order Type field.