Sales order preferences (SO101000)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This window holds settings that affect the Inventory workspace as a whole, including processing, posting, and approval settings.

The General settings tab

You can use this tab to select the default order types and price validation options, as well as to specify the processing options for shipments and documents created and generated in the workspace.

The Data entry settings section

Element	Description
Default sales order type	The type of sales order that will appear as the default sales order type in the Sales orders (SO301000) window.
Default transfer order type	(This element is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.) The type of transfer order that will appear as the default transfer order type in the Sales orders (SO301000) window.
Show gross margin/profit	If you select this check box, the totals for margin, profit and markup are displayed in the Sales orders (SO301000) window. This does not apply to the Sales orders (SO30100S) window. There, these values are only displayed when the user has the Sales Profit Viewer role.
Kit cost based on components	Select this check box if you want the cost in the Sales orders (SO301000) window to be based on components instead of the kit itself.
Use replacement cost for margin/profit	Select this check box if you want to use the default supplier's price for the item or the item's last cost, instead of the item's default unit cost, to calculate margin and profit.
Override supplier price	If you select this check box, you can override the supplier price.
Shipment number series	The numbering sequence to be used to assign IDs to shipments when a new shipment is created by using the Shipments (SO302000) window.
Advanced availability validation	This check box indicates (if selected) that a shipment document cannot be saved if the updated available quantity of any item listed on the document will result in a negative value.

The Price settings section


Element	Description
Validate min. markup	An option that controls whether the minimum markup, set on the Price/cost information tab of the Stock items (IN202500) window for stock items and on the similar tab of the Non-stock items (IN202000) window for non-stock items, will be validated when the user manually enters a unit price on a sales order, an invoice, or the Sales prices (AR202000) window. Select one of the following values: No validation: To not perform minimum mark-up validation for prices that users enter on documents. Warning: To display warnings when users enter prices that don't meet the minimum mark-up requirement. Set to minimum: To automatically set prices to the values that ensure the minimum mark up when users enter prices that provide a mark-up percentage lower than the minimum.
Use a price adjustment multiplier	A check box that (if selected) causes the system to calculate prices for non-base units of measure by using the price adjustment factor along with the conversion factor. If the check box is cleared, the system ignores the price adjustment factor when calculating prices.

The Freight calculation settings section

This section only if the Inventory functionality is enabled in the Enable/disable functionalities (CS100000) window.


Element	Description
Freight allocation on partial shipping	For partial shipments, the way the premium freight amount should be allocated among shipments: Full amount first time To assign the premium freight total amount to the first shipment created for the order. Allocate proportionally To distribute the premium freight total amount among shipments proportionally to the amounts of the partial shipments.

The Shipment settings section


Element	Description
Free item shipping	This element is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window. The way the free items should be distributed among partial shipments of all the goods specified in the sales order. Select one of the following options: Proportional The free items should be distributed among shipments proportionally to the amounts of each shipment. If the total quantity of free items on all partial shipments for the order is less than the quantity initially calculated for the applicable group discount (which may happen because the system rounds the free item quantity down on each partial shipment), you can add the missing quantity of the free item manually to any of the partial shipments. On last shipment The free items should be added to the last shipment that is based on the sales order.
Hold shipments on entry	This check box indicates (if selected) that a newly created shipment will have the On hold status by default.
Validate shipment total on confirmation	This check box indicates (if selected) that the shipment confirmation can be saved only after you enter the shipment total in the Control total field.
Add zero lines for items which are not in stock	This check box indicates (if selected) that pick lists and shipments will be generated with lines for items currently not in stock. This option can be selected if you have classes of stock items for which a negative quantity is allowed and if you don't want to rely completely on availability data (in some cases, although the system shows an item as not in stock, the quantities required for a shipment may be available for some reason). Then for order lines with the Back orders allowed shipping rule, a zero-quantity line will be added to a shipment if the item is not in stock, and you will be able to manually enter the quantity of the item that is actually available. See: About shipping rules. You can also select this option because customers may want to view the lines for items that were ordered but not shipped.
Create zero shipments	A check box that indicates (if selected) that a shipment can be created even if there are no available items for any lines. We do not recommend selecting this check box if in your organisation, shipments are generally created automatically by using the Process orders (SO501000) window. This check box is available only if the Inventory functionality is enabled in the Enable/disable functionalities (CS100000) window.
Update the warehouse automatically when shipment is confirmed	This check box indicates (if selected) that system will automatically update the warehouse once the shipment is confirmed.

The Invoice settings section


Element	Description
Hold invoices on failed credit check	A check box that indicates (if selected) that an edited invoice can be saved only with the On hold status if the customer fails the credit check.
Use shipment date for invoice date	A check box that you select if you want the shipment dates to appear in invoices as invoice dates. If the check box is cleared, the current business date will be used as the default date for invoices when they are automatically generated for confirmed shipments.

The Posting settings section


Element	Description
Automatically release inventory documents	This check box indicates (if selected) that the inventory documents generated on release of the sales documents will be automatically released in the Inventory workspace. If the check box is not selected, the inventory documents generated on release of the sales documents should be manually released in the Inventory workspace.
Use shipped-not-invoiced account	This check box indicates (if selected) that the shipped-not-invoiced account (and subaccount, if applicable) should be used for cost transactions (instead of the COGS accounts) to delay posting to COGS accounts. You can select this option if your organisation processes customer invoices for shipments later than inventory issues. Then when issues are released, the costs will be temporarily recorded (as debit amounts) to the shipped-not-invoiced account (and subaccount), and on release of invoices, the costs will be moved from the shipped-not-invoiced account to the COGS (expense) account. For more details, see: About shipment processing options.
Shipped-not-invoiced account	The expense account to be used as the shipped-not-invoiced account if the Use Shipped-not-invoiced- account check box is selected.
Shipped-not-invoiced sub.	The subaccount to be used as the shipped-not-invoiced subaccount if the Use shipped-not-invoiced account check box is selected. This field is available only if the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

The Sales profitability settings section

This section is available only if the Kit assembly functionality is enabled in the Enable/disable functionalities (CS100000) window.


Element	Description
Cost calculation basis for non-stock kits	Select one of the following options: Stock component cost Non-stock kit standard cost Non-stock kit standard cost plus stock component cost

The Reporting settings tab

This tab contains the list of the predefined mailings for customers.
Mailings are used to send electronic versions of documents (by email) to customers and to company employees who oversee operations with customers.
The mailing settings specified here are used as default values for mailing settings of customer classes, which in turn provide default values for mailings configured for particular customers.

Emails for active mailings will be sent to customer contacts and company employees when a user invokes the action specific to the mailing.
Such emails can contain sales orders, pick lists, shipment confirmations, invoices, or dunning letters.

You can modify predefined mailings or add new custom mailings.
To add a new custom mailing to be used for customers, you need to define automation steps for the windows in which specific documents are created or processed.

The tab includes the Default sources table, with the list of mailings, and the Default recipients table, with the list of recipient types.

The Default sources table

By using the Default sources table, you can create a list of active mailings that can be used for customers.
You can select the report or an email template (notification template) to be used as the body of the emails generated for the mailing.


Column	Description
Mailing ID	The unique ID of the mailing. An alphanumeric string of up to 10 characters can be used. Select one of the following predefined mailings, which are designed to inform users and external contacts about the particular events: Pick list: A pick list being created for an order Quote: A change in the status of a quote Sales order: A changes to a sales order Shipment: The confirmation of a shipment SO invoice: A sales invoice that is ready to be released
Default email account	The system email account to be used by default for the mailing. If no account is specified, the default system account will be used.
Report ID	The ID of the sales orders report to be used as the email's body (if a report is used for this mailing). Select the report from the list.
Notification template	The email template to be used to generate the body of the email (if an email template is used for this mailing). Caution: For each mailing, you can use only one of the options as the body of the email: a report or a notification template (email template).
Format	The format in which the report (if applicable) will be sent by default if a recipient has no other preferences. Select one of the following options: HTML, Excel, or PDF.
Active	This check box indicates (if selected) that this mailing is active. Only active mailings can be used.

The Default recipients table

You use this table to create and modify the list of default recipient types for the mailing selected in the Default sources area.

Column	Description
Contact type	The type of contact to receive emails generated for the mailing. Select one of the following: Primary: Contacts specified as primary contacts of particular customers, or customers of specific classes Remittance: Contacts specified as remittance contacts of particular customers, or customers of specific classes Shipping: Contacts specified as the shipping contacts of particular customers, or customers of specific classes Employee: An employee of your company who handles the documents of (or is otherwise associated with) the customer class or customer
Contact ID	The ID of the recipient. A particular recipient can be selected only if Employee was specified as the Contact type. This employee will receive all the emails generated for the selected mailing.
Format	The format in which the report (if applicable) will be sent. Select one of the following options: HTML, Excel, or PDF.
Active	This check box indicates (if selected) that this contact or contact type is active. Only active recipients receive the emails.
Bcc	This check box indicates (if selected) that this contact or contacts of the type will receive a blind carbon copy (Bcc) of the emails for the selected mailing.