Hold Flags for Sales Order SO-1328

Transcription

1 Hold Flags for Sales Order SO-1328 Overview This Extended Solution to the Sales Order module allows you to place orders on specific types of hold : Terms Hold, Credit Hold and Margin Hold. The Custom Office module must be activated. Additional functionality exists if Extended Solution AR-1054, Automatic Credit Hold Utility is installed. Installation Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped. For detailed installation instructions, please refer to the Sage website at: Installing Your Extended Solutions under Windows From a CD If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to start the installation program. Follow the on-screen instructions. From the Sage FTP site When your Extended Solution is ready to be downloaded, you will receive an from extendedsolutions.na@sage.com telling you that it is ready. The will contain the Customer Name, Cross Reference, a case-sensitive Password, a link via which you can download your Extended Solution, instructions and a Shipping Manifest. If you have any problems with this order, please extendedsolutions.na@sage.com and we will assist you during normal business hours. Extended Solutions Control Center Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available: Extended Solutions Manuals Remove Extended Solutions Unlock Extended Solutions 2005 Sage Software, Inc. All rights reserved. SO-1328 (Revised 10/07) Page 1

2 Merge Installation Files Extended Solutions Setup options Custom Office If you customize your MAS 90 MAS 200, then you must run the Update Utility every time you install this Extended Solution. Setup Upon completion of software installation, you will need to access Extended Solutions Setup from the Sales Order Setup menu. Select this part number, and the Setup screen for this Extended Solution will appear (Figure 1). Check the Enable Extended Solution box to activate this Extended Solution. The manual for this Extended Solution can be viewed by clicking the Manual button next to the Enable Extended Solution check box. It can also be viewed via the Extended Solutions Control Center (see Installation, above). Figure 1 Answer the following prompts: S/O SALES ORDER HEADER UDF FOR TERMS HOLD FLAG: Specify the checkbox type S/O Sales Order Header UDF for the Terms Hold Flag. S/O SALES ORDER HEADER UDF FOR TERMS HOLD OVERRIDE FLAG: Specify the checkbox type S/O Sales Order Header UDF for the Terms Hold Override Flag Sage Software, Inc. All rights reserved. SO-1328 (Revised 03/06) Page 2

3 S/O SALES ORDER HEADER UDF FOR CREDIT HOLD FLAG: Specify the checkbox type S/O Sales Order Header UDF for the Credit Hold Flag. S/O SALES ORDER HEADER UDF FOR CREDIT HOLD OVERRIDE FLAG: Specify the checkbox type S/O Sales Order Header UDF for the Credit Hold Override Flag. S/O SALES ORDER HEADER UDF FOR MARGIN HOLD FLAG: Specify the checkbox type S/O Sales Order Header UDF for the Margin Hold Flag. S/O SALES ORDER HEADER UDF FOR MARGIN HOLD OVERRIDE FLAG: Specify the checkbox type S/O Sales Order Header UDF for the Margin Hold Override Flag. S/O SALES ORDER HEADER UDF FOR GROSS MARGIN AMOUNT: Specify the numeric type S/O Sales Order Header UDF for the Gross Margin Amount. S/O SALES ORDER HEADER UDF FOR GROSS MARGIN PERCENT: Specify the numeric S/O Sales Order Header UDF for the Gross Margin Percent. GROSS MARGIN PERCENT FOR MARGIN HOLD FLAG: Specify the minimum required Gross Margin percent. Anything entered that is lower than the minimum set here will cause the Margin Hold Flag to be checked. SELECT PRINT SO WHEN ORDERS ARE TAKEN OFF HOLD: Check this box to set the Sales order print flag to checked when all holds have been removed. You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution. Role Maintenance The following Task has been added to Sales Order, Setup Options: Extended Solutions Setup Operation Custom Office UDFs It is recommended that you use Customizer to add the Hold flag UDFs and or Override UDFs to the S/O Entry form but set them to disabled for all users except those who have permission to change them. If you would like to password protect changes to the UDFs, CM- 1001, Enhanced Custom Office User Defined Fields adds that feature. Sales Order Entry If the Terms Code on the order is changed, the Terms Hold UDF is checked. If the Customer Credit History window appears, the Credit Hold UDF is checked. Clicking the CREDIT button will not cause the UDF to be checked. If the Gross Margin Percent UDF is less than the setup specified Gross Margin Percent for Margin Hold, the Margin Hold UDF is checked (see details on Margin below) Sage Software, Inc. All rights reserved. SO-1328 (Revised 03/06) Page 3

4 The Gross Margin Amount UDF will hold the sum of every line s Gross Margin. All line items are included in the calculation, inventory and non-inventory alike. Non-inventory item lines use the cost referenced on the line. Inventory lines use a calculated cost depending on valuation method. Standard and Average will use the standard MAS90 hierarchy of Cost determination. LIFO, FIFO, Lot and Serial will use Last Cost, unless zero, then will use Std. Cost, unless zero, then will use Avg. Cost. Gross Margin Amount is calculated as the (Taxable Amount + Non Taxable Amount) Cost of Goods Sold as determined above. Gross Margin Percent is calculated as Gross Margin Amount divided by the sum of the line s extended amount multiplied by 100, rounded to two decimal places, expressed as a percentage. If any of the hold flag UDFs are changed manually, then the corresponding override flag is checked and the program will no longer check or uncheck the hold flag for that hold condition. Printing Sales Order Printing and Sales Order Picking Sheet Printing will not print orders that have one or more of the hold flags checked. No message will be given; these orders will not be included in the print batch. The quick print function will not operate for these orders. If you have checked the Setup option: Select Print SO when orders are taken off hold, the standard "Print SO" flag on the sales order header will be set to checked when all of the hold flags on the order are cleared. The status of all hold flags will be checked under the following conditions: The user manually clears one of the hold flags The margin flag is unchecked due to the processing described above Extended Solution AR-1054 clears the credit hold and/or terms hold flags Sales Order Invoice Entry Sales Order Invoice Entry will not allow orders with one or more of the hold flags checked to be invoiced. An on-screen message will appear stating that the order is on hold and invoicing is not allowed (Figure 2). Figure Sage Software, Inc. All rights reserved. SO-1328 (Revised 03/06) Page 4

5 What s New With the release Added Select Print SO when orders taken off hold to Setup Integrates with AR-1054 to have its utility clear the hold flags when the customer is no longer outside their terms or on credit hold With the release Converted to business framework Now uses Custom Office UDFs rather than SO-1113 UDFs Removed AR-1193 integration Removed Hold Order Entry/Inquiry menu option Removed Gross Margin % and Amount from Totals display; user can add the Custom Office UDFs to this tab. Now supports graphical form printing Upgrades and Compatibility The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade. Documentation Only changes made to the standard operation of MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document. Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200. Acknowledgments 2005 Sage Software, Inc. All rights reserved. Sage Software, MAS 90 and MAS 200 are registered trademarks or trademarks of Sage Software, Inc. All other trademarks are the property of their respective owners Sage Software, Inc. All rights reserved. SO-1328 (Revised 03/06) Page 5