The following controls relate to several fields in the SO Entry programs (Quote Entry, Blanket Sales Orders, Recurring Invoices, and the Customer Returns System:
1. Recalc user override cost when import/convert quote
Indicates whether to recalculate user-overridden costs for items when a quote is imported to another quote or converted to a sale order. If you do not select this option, the quote or new sale order will use the old user-entered cost.
The inputs below apply to settings for Blanket Sales Orders, Recurring Invoices, and the Customer Returns System.
2. Cost
This flag determines to what extent users can change the cost for line items during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System. Enter : N-Do Not Allow Change of Item Cost hides the prompt during line-item entry. Y-Initially Prompt for Cost tells the system to stop at the cost prompt so users can enter information. If the flag is set to B-Allow Backing into Cost Field, the system initially skips this prompt in the entry process, but allows users to back into it and edit the cost from later prompts. This is useful if default information is set in the system, but the default may work in every case.
Cost prompts for other SO entry programs are controlled from the SO Line Item Entry Options F/M discussed later in this chapter.
3. Commission %
This prompt determines to what extent users can change commission percentage in during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System line-item sections. Enter: N-Do Not Allow Change of Item Comm% hides the prompt during line-item entry. Y-Initially Prompt for Item Comm% allows users to change commission when they enter the field. B-Allow Backing into Cost Field tells the system to initially skip the prompt but then allows users to back into the prompt and change the information later.
Comm% prompts for other SO entry programs are controlled from the SO Line Item Entry Options F/M discussed later in this chapter.
4. Taxable Flag
The taxable flag (Y or N) in during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System determines whether the item someone is entering should be taxed. This flag determines to what extent users will be able to change this flag during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System line-item section. Enter: N-Do Not Allow Change of Item Taxable Flag hides the prompt during line-item entry, Y-Initially Prompt for Taxable Flag allows users to choose between taxable and non-taxable when they enter the field, or B-Allow Backing into Taxable Flag Field tells the system to initially skip the prompt but then allows users to back into the prompt and change the information later.
Taxable fields for other SO entry programs are controlled from the SO Line Item Entry Options F/M discussed later in this chapter.
5. GL Table
The Change GL Table flag during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System determines which GL posting table an item will post to when the Daily Sales Register is run. This flag determines to what extent users will be able to change this flag in the during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System line-item section. Enter: N-Do Not Allow Change of Item GL Table hides the prompt during line-item entry, Y-Initially prompt for Taxable Flag allows users to change the GL table number when they enter the field, or B-Allow Backing into Taxable Flag Field tells the system to initially skip the prompt but then allows users to back into the prompt and change the information later.
GL Table fields for other SO entry programs are controlled from the SO Line Item Entry Options F/M discussed later in this chapter.