Use these fields to create and maintain information for each type of importable document.
1. Source Document Type
Select the source document type. You can select from: Q Quotes, O Open Orders, I Invoices. Press Enter to accept Q-Quotes as the default. Press F4 to end.
2. Shipping Warehouse
Indicate whether to set the shipping warehouse to S-the source document’s shipping warehouse or I-the new document’s initiating warehouse. Press F4 to backup. Press Enter to accept I-New document’s initiating warehouse as the default.
3. Warehouse/Direct
Indicate whether to set the warehouse/direct ship status to S-the source document’s ship status or D-the new document default ship status? Press F4 to backup. Press Enter to accept D-New document’s default ship status as the default.
4. Other Customers
Indicate whether to allow importing documents from customers other than the new document’s customer. Press F4 to backup. Press Enter to accept No as the default. If you set this prompt to N, the system disables the prompts for importing from another customer. If you set this prompt to Y, the system enables the prompts for importing from another customer.
The following prompts are identical for both the same customer and different customer sections:
5. Default Price
Indicate whether to use S-the prices from the source document or C-calculate the current default price? Press F4 to backup. Press Enter to accept C--Current default pricing as the default value.
6. Discount
Indicate whether to use S-the line discount from the source document or C-the current default line discount? Press F4 to backup. Press Enter to accept C--Current default line discount as the default value.
7. Override Default Price
When importing, indicate if the user is allowed to override whether the default price comes from the source document or is recalculated. Press F4 to backup. Press Enter to accept No as the default value.
In the section below indicate how you want notes to operate during item import and sales order document line notes should be exported and printed for associated purchase order and inventory transfers. There will be a duplicate set of flags that will follow the same logic. The following prompts are also available for custom notes.
8. Import Notes
Indicate the type of notes to import when using the Item Import feature in the Sales Order Entry programs. You can select from:
Notes created from Reference Notes Only, Notes Created from Note Entry Only, or Both.
9. Refresh Imported Reference Notes
Indicate whether you want the system to refresh reference notes when using the Item Import feature in the Sales Order Entry programs.
10. Print on the SO Pick Ticket
You can print the sales order header and line notes on the pick ticket. Indicate whether you want sales order header and line notes to print on pick tickets. You can select Yes, or No to set for all pick tickets, or Source Document Answer to allow the user decide to print sales order header and line notes for each sales order.
11. Print on the Invoice
You can print the invoice header and line notes on the invoice. Indicate whether you want invoice header and line notes to print on invoices. You can select Yes, or No to set for all invoices, or Source Document Answer to allow the user decide to print invoice header and line notes for each invoice.
12. Export to the PO/TR
You can export sales order document line notes to associated purchase orders or inventory transfers and print the exported sales order line notes on the PO or transfer ticket. Indicate whether you want sales order document header and line notes to be exported to associated purchase orders or inventory transfers. You can select Yes, or No to set for all sales order documents associated with purchase orders or inventory transfers, or Source Document Answer to allow the user decide to export document line notes to associated purchase orders or inventory transfers for each sales order document.
13. Print on PO/TR
You can export sales order document line notes to associated purchase orders or inventory transfers and print the exported sales order line notes on the PO or transfer ticket. Indicate whether you want exported sales order document header and line notes to print on associated purchase orders or inventory transfers. You can select Yes, or No to set for all sales order line notes, or Source Document Answer to allow the user decide to print exported sales order document line notes for each associated purchase order or inventory transfer.
See also
For more detailed information on file maintenance programs, refer to this topic.