Account > Orders > General

  Version No.

  Reference No.

  Changes

  06.23.07-00

  R2-19956

Separating Lost/Missing items in Configuration.

Fields

Sub-fields

Field type

Description

Default

This section defines the values that are predefined for any Order's

Default section created by Employee.

Profit Center

Search and select

Profit Center is a division where the order's profit relates to, select any option from the list, a new profit center ID can be added, edited or deleted from Profit Center Group List.

Disclaimer

Search and select

A disclaimer is a statement that rejects a legal claim. Click on Search button to select from the list, to add new disclaimer file from computer select Add button

Show Charge duration

Select from dropdown

Charge duration of order is calculated based on days or unit as per your selection.

Expand Kits

Select Check box

The kits are expanded based on this selection

Sale Order

Select Check box

When this is selected this will also be set as Sale order.

Ship Via

Select from drop down

This shows how shipment method is decided of delivering items to the customer, such as: Fed Ex, Bluedart, Fax

Return Via

Select from drop down

This shows how shipment method is decided of receiving items back from the customer.

Sub Order Type

Select from drop down

Sub Order defines whether the order is Transfer order,  Purchase order.

Purchase Assign Type

Select from drop down

Purchase assign type is selected whether the order is New order or Existing order.

Hide Charge Info From

Order or Invoice Print

Button click

On clicking button the list is displayed to select check box, select one or more options that can be hidden in invoice's hard copy of 'Items' invoice or 'Labor' invoice.

Information

Select Check box

On selecting this check box the current employee is assigned to new orders as well

Prompt

Select Check box

After creating any Order the Prompt is displayed as "Want to Generate the Invoice?" to an Employee if this option is selected.

Sales Person

Select Option

The Sales Person option is set to decide who will be responsible to do sales of Order, such as Customer, Current Employee, Current Employee- If Customer is none.

Mandatory

Select Check box

You can select any (One or more) of the following fields to be considered mandatory (to be filled) while creating an Order.
These settings are valid and applicable for the currently selected Defaults ID.

• Description: Short descriptive text about the Order.

• Project: Specific Project ID which is tagged to the Order.

• Department: The Department for which the Order was created.

• Item Price Group: The Item Pricing group applicable on the items added to the Order.

• Labor Price Group: The Labor Pricing group applicable on the items added to the Order.

• Profit Center: The division where the order's profit relates to,

• Category:

• Sub-category:

Prompt on done only

Select Check box

The prompt shown with the below selected message on Order submission such as

• PO Number: The Po number is displayed with prompt message if this option is selected.

• Insurance Expires: Shows prompt message of Insurance Expiry if this option is selected.

• Order Dates: Order dates are shown in the prompt message if this option is selected.

Exchange

Select Check box

If an order gets Exchange request the values are

Transfer Assign Type

Select from drop down

For transfer any transfer order set assign type as : Create new or User Existing order.

Change Return Site

Input values

Change return site - View affected orders for any number of days given.