| ID |
The ID of the document type, up to
three characters. |
| Short Name |
The short name of the document
type by your choice. It will appear in overviews. |
| Name |
The descriptive name of the document type. |
| Change Clerk |
If you have selected in the Administration panel
| Settings | Program Parameters | Company
| General in the Change Clerk on Documents
section the Set at Document Type
option, the Change Clerk
checkbox will appear in Document Types settings | Orders panel
an you will be able to define:
- if you select the option, you will allow to change the clerk,
- if you do not select the option, you will not allow to change
the clerk.
|
| Record Only |
If checked, this document type will
be available in the main menu, and you will be able to enter new documents,
but you will not be able to use some other function, to create purchase
orders, for example, or to appear in certain reports. |
| Note |
The note for this document type. For example, a description
how it's used. |
| Default Note |
The note that will be offered in new
documents of this document type. |
| Customer/Supplier |
The subject that will be
offered as customer (in sales orders) or supplier (in purchase orders)
in new documents of this document type. This field is usually not specified,
but if it is, you have to select a 3rd Party as well. |
| 3rd Party |
The subject that will be offered as
the 3rd party (often the carrier or payer) in new documents of this
document type. |
(custom field caption)
Customer/Supplier |
To the right of the Customer/Supplier field is another
field where you enter the name that will be displayed as the name of
the section for entering subjects of sales/purchase order forms.
- Customer/Supplier - It is the name of the field that defines
the subject, whose order you are receiving or issuing. After creating
an invoice on the basis of the order, this person transfers to Subject
account, because of that it is usually the payer (customer) or supplier.
|
(custom field caption)
3rd Party/Carrier |
To the right of the 3rd party field
is another field where you enter the name that will be displayed as
the name of the section for entering subjects of the sales/purchase
order form.
- Carrier - It is
the name that will be displayed as the name of the section for entering
linked subject, whose order you are receiving or issuing, i.e. final
customer or forwarding agent.
|
| Department |
The ID of the department that will by default be entered
in the document header. If you check the box to the right of this field
you will be required to enter the department, when creating an order.
If it is required to select the department and you do not enter it in
the order header the program will return an error (see
Department must be specified!) |
| Warehouse |
The Warehouse that will be offered
in new documents of this document type. |
| Document 1 |
The name of the first linked document. If you check
the box on the right side of the field you will be required to enter
the document 1 in the order header. If it is required to select the
document 1 and you do not enter it in the order header the program will
return an error (see Linked document X (YYY)
must be specified!) |
| Document 2 |
The name of the first linked document.
If you check the box on the right side of the field, you will be required
to enter the document 2 in the order header. If it is required to select
the document 2 and you do not enter it in the order header the program
will return an error (see Linked document
X (YYY) must be specified!) |
| Only Active Items can be Selected |
If checked, only active
items will be listed and available for selection. |
| Fill Item Cost |
(only in purchase orders) Select the
option if you would like the program to fill, when entering new order
line, a purchase price of an item. |
| Mandatory Cost Center Input |
Select the option if you would like to require the entry
of a cost center. If the option is selected and you do not enter the
cost center in the order lines, the program will return an error (see
Cost center must be specified!). |
| Allow Making Work Order from Sales
Order |
(only in sales orders)
If checked, you will be able to transfer data from sales orders into
work orders (the To WO
button will be available in sales orders).Regarding the document
type that is used when transferring sales orders to work orders:
  
if a sales order document type is specified, that one is used; otherwise
the document type from the Items register is used.
- is a sales order document type is specified, that one is
used, including in all sublevels;
- if no sales order document type is specified, and the option
Doc. Type for WO Created from Items Register
is enabled (in the Administration Panel | Program Parameters
| Settings | Manufacturing | General), the document type
specified in the Items register is used;
- if no sales order document type is specified, and the option
Doc. Type for WO Created from Items Register
is disabled.
|
| Transactions |
(only for purchase orders)
The document type for transactions in
which payments for purchase orders should be created. |
| Cash Receipt |
(only for sales orders)
The document type for cash receipts
for any cash payments from this document type. When creating a
cash receipt, information from the document type will be used first.
However, if information in this field does not exist, it will be used
from program parameters (Settings | Program | Administrations Panel
| Settings | Program Parameters | Financials |
General). |
| Mandatory Serial Number Input |
Check those serial number types for which you want that serial
numbers must be entered when creating an order. This is useful
mostly for entering products with product variants (e.g. clothes,
shoes). For unchecked serial number types entering serial number
will not be required or possible. |
You can set up any number of statuses for orders. These statuses will affect three below
mentioned categories.
| Status Transfer |
When you directly enter new document types for
orders or when you duplicate the, order statuses will not be transferred
or copied. If you want to copy statuses as well, you need to use the
Status Transfer function. |
| Status ID |
ID of the status. The program has three predefined statuses, but
new additional statuses can be created if you need them:
1 - Created - This status presents an information for the customer
and does not affect available stock. If a customer has approved limit,
this value of the order with this status will not count towards the
value of the approved limit, regardless of the checks set in the
program parameters | Financials | General.
2 - Confirmed - This status present binding orders for customers
and suppliers, the value of the order will count towards available stock,
and if you define in settings | program parameters|
Financials | General, it will also be counted towards the value of the
approved limit of the customer.
Z - Finished - This status is used for orders that are only partially
dispatched. The remaining non-dispatched quantity is reversed. Such
orders do not affect available stock and do not count towards the value
of the customer's approved limit.
When entering a new order, status with the lowest alphanumeric value
is used as a default status! |
| Name |
In the Name
field you can enter any alphanumeric name. |
| Available Stock |
If you select the Available Stock
option, this status will affect available stock
of the ordered items at the warehouse. |
| Check Limit |
Select the Check Limit
option for statuses that you would like to count towards the value of
a customer’s credit limit. If the value of an order for which limit
checking has been selected is counted towards a customer’s credit limit
or if it is not set in the program parameters
(Settings | Program | Administrations Panel | Settings | Program
Parameters | Financials | General).
For a more detailed description of checking the limit see
Check Limit if balance outstanding.
|
| If Balance Outstanding |
(for sales orders)
Select the control type that shall be used when
a customer overdrafts the value of approved limit that was set for him
in the subjects register. You can choose
from three types of checks:
- P - Do not Check Limit - the program will allow the issue
regardless to the customer's balance;
- O - Warn if Outstanding or Limit Overdraft - the program
will report a warning if you overdraw the limit, but will allow
the issue anyway;
- A - Authorized Users Only - the program will not allow
the issue or report of preliminary invoices or sales orders, but
will ask you to enter a password of an authorized person who is
authorized to approve the issue anyway.
For a more detailed description see Check
Limit if balance outstanding.
This option is only used in sales orders!
|
| Finished |
The status with the selected
Finished option means that
the order is prepared for the delivery. Finished orders do not affect
available stock and cannot be added to orders
(see Adding sales orders to issue documents
and Adding to purchase orders to receiving
documents ). |