SO Entry Options F/M (SOF915)

Use the SO Entry Options F/M program to streamline quote entry, order entry, confirmation, direct invoice entry, credit memo entry and counter sale entry.

SO Entry Option settings are not user-specific; they affect all SO Order Management Suite users.

In this program, you define whether header, line item entry and footer fields are:

• required to complete a document and whether they should appear on the main screen.
  
• not required.
  
• can be initially skipped, but can be edited later if necessary.
  

You can also select which totals appear on the entry screen, set item browser flags to indicate back-ordered items, temporary items, non-stock items, as well as direct ships and items shipping from alternate warehouses, and set the notes pop-up display for item and customer notes.

Programs that can be modified through this file maintenance are

• Quote Entry
  
• Order Entry
• Service Order Entry
  
• Credit Memo Entry
  
• Order Confirmation
  
• Direct Invoice Entry
  
• Counter Sales
  

The Quote Entry option to recalculate user-overridden costs for items when a quote is imported to another quote or converted to a sale order is controlled through the SO Static Control F/M.

Click field descriptions for information on each field.

What do you want to do?

Modify an SO document header section

Modify an SO line-item entry section

Modify an SO footer section

Set item flags to appear in item browsers

Select document to totals to appear on the main screen

Select the Unit of Measure to use in the SO Entry, Invoice and Confirmation Entry, Quote Entry and SO Document Inquiry programs

Set Notes pop-up functionality

See also

For more detailed information on file maintenance programs, refer to this topic.

Using File Maintenance programs