From Orders, select Set up module, and click
Standard Orders
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:
Debit Orders
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:
Credit Orders
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:
Pro Forma Orders
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:
Show Phone # s on Shipping Papers
Enable to print customer phone numbers on shipping papers (packing slips) below the 'Ship to' Address. This is a requirement for some international businesses.
Show Prices On Pick List
Enable to print extended price amounts on pick lists.
Show Prices On Shipping Paper
Enable to print extended price amounts on shipping papers.
Create New Batch for Invoicing
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
button, the transactions created when you invoice orders are subject to the following rules: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.
Allow alternate key use
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.
Escape Character
(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).
Autocomplete Payment Amount
Enable this option 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 , the credit card information is saved and the credit card is not charged when the order is invoiced. If you select , all of the information in the credit card fields is deleted.
This option is disabled by default.
Default Order Type
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.
10.6 Production Release. Updated 3/20/2006 12:47:04 PM
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