Set up order types window

From Orders, select Set up tables > Order types
Types Table
This list displays the defined order types.
Code
Enter the code for an order type.
Description
Enter a description of the order type.
Invoice Desc
Enter a description of the invoice generated for the order type. The description entered in the Invoice Desc field prints on invoices.
Categories
Order types are classified according to one of the following four system-defined categories. You must enable one of the categories for each order type you define. The category selected determines which Type Options display when defining an order type.
- Standard - Enable to classify an order type as a standard order.
- Debit Memo - Enable to classify an order type as a debit memo order.
- Credit Memo - Enable to classify an order type as a credit memo order.
- Pro-Forma - Enable to classify an order type as a pro forma order. Create pro forma order types only after defining standard order types. This allows you to specify a valid standard order type in the Convert to Order Type field on the Order Status Defaults window (from Orders, select Set up module, and click Order Staging) for converting pro forma orders to standard orders.
Type Options
These options allow you to define the order processing stages for an order type. An order type's category determines the Type Options that display on the Set up order types window:
- Affect Inventory - Enable this option if you want the order type to affect product inventory. For example, a standard order would reduce a product's physical inventory, and a credit memo order would increase a product's physical inventory if the Affect Inventory option were enabled.
- Print an Invoice - Enable this option if you want the order type to generate a printed invoice for invoiced orders.
- Pick List - (Displays for standard orders only) Enable to process the order type through the Print pick list order processing stage. A Pick List will print for the order type.
- Shipping Paper - (Displays for standard orders only) Enable to process the order type through the Print shipping papers order processing stage. Shipping papers (Packing Slips) will print for the order type.
- Print a Quote - (Displays for pro forma orders only) Enable to process the order type through the Print quotes order processing stage. An order Quotation will print for the order type.
- Convert to Order Type - (Displays for pro forma orders only) Enter the default order type for converted pro forma orders.