Sales Order Approval Required | Check this box if Sales Order approval is required upon saving. |
| Sales Orders will drive MRP unless this box is checked. Then new sales orders will default to MRP ON HOLD for all items | When this option is checked, it will automatically tick the MRP on Hold box when adding a Sales Order line item. This will turn off the function of the Sales Order driving the demands for MRP and will instead use the Work Order for buying components. If this box is unticked, the system will operate as normal. When using the system in this mode: If you create a Work Order manually, MRP will ask you to cancel the WO since there is no Sales Order demand. This can be solved by using the MPS module (forecast) or opening/creating firm, planned WOs so MRP will stop instructing you to cancel the order. This is a perfect solution for customers who would like to build products based on forecast or have promised to maintain a certain amount of FGI in inventory. They can use the MPS module to accomplish this and use the SO to ship products from FGI inventory. MRP will not consider any SO item for the demands if marked as MRP on Hold. |
Sales Order Upload from XL Default Setup
Auto Approve SO when importing from XL | When this option is checked, the system will automatically Approve the Sales Order when importing SO information from XL. |
Auto Acknowledge SO when importing from XL | When this option is checked, the system will automatically acknowledge the Sales Order when importing SO information from XL. |
Sales Discount Types
On this setup screen, the user may enter discount terms and applicable percentages, which will be used at the time of Sales Order data entry.
| Description | Enter a description for the discount. (This is a free-form field.) |
| Discount | Enter the discount percentage here.
Note: The system will not allow a negative discount amount to be entered. |