Order Class Maintenance

Exit

Click this button to close the Order Class Maintenance window.

New

Click this button to create a new order class.

Update

Click this button to update the selected order class.

Delete

Click this button to delete the selected order class.

OK

Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.

Note If you select the Bypass Sales History Update or Bypass DRP History Update check box for an order class, the Warning dialog box appears when you click this button to confirm you really do not want to track sales or DRP history for the order class.

Cancel

Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.

Show Data

Click this button to list all order classes in the grid on the Inquiry tab. This button is only available if the Inquiry tab is displayed.

First

Click this button to display the first order class.

Prev

Click this button to display the previous order class.

Next

Click this button to display the next order class.

Last

Click this button to display the last order class.

Order Class

Enter an order class, or click the Lookup button to select an order class.

Short Description

Enter a short description of the order class. This description appears in Lookup windows during order entry.

Detailed Description

Enter a detailed description of the order class.

Type

Enter the order class type. For information about the available types, see order class.

Used for Drop Ship Commission Orders

Select this check box if the order class is used for orders that your company brokers between a customer and a supplier. This check box is cleared by default, and only enabled if you are creating a new Sales type order class. For more information, see Drop-Ship Commission Orders FAQ.

Used for Aptean eCommerce B2C

Select this check box if the order class is used for Aptean eCommerce B2C. This check box is cleared by default, and only enabled if you are creating a new sales type order class.

Print Pick Demands from Order Entry

Select this check box to automatically print pick demands as soon as the sales order is entered. This check box is only enabled if you select the Sales, Transfer, or Customer Consignment radio buttons.

If you select this check box, pick demand line items are sorted based on the options set up for the location in Location Maintenance.

Express Return Orders

Select this check box to streamline credit memo creation (the user is automatically taken through each step of the process - return demand creation/confirmation, inventory adjustment, credit memo creation, and printing). This check box is only enabled if you select the Returns radio button.

Ignore Margin Check

Select this check box if you want all orders with this order class to bypass the margin hold logic. For more information, see Gross Margin Testing FAQ. This check box is only enabled if you select the Sales, Returns, Quote, or Customer Consignment radio buttons. This check box is selected by default if you select the Returns radio button. This check box is selected by default and disabled if the Used for Drop Ship Commission Orders check box is selected.

Generate Invoice Numbers at Pick Demand Create

Select this check box to generate and assign invoice numbers during pick demand creation instead of during invoice creation. This option is usually selected when pick demands are used as the invoices for the customer (e.g., certain point-of-sale situations). This check box is only enabled if you select the Print Pick Demands from Order Entry check box.

Use for Internal Requisitions Only

Select this check box to requisition products from your inventory for purposes other than selling to your customers (e.g., trade shows, marketing giveaways, etc.)

Ignore Credit Check

Select this check box if you want all orders with this order class to bypass the credit hold logic. For more information, see Credit Checking Logic FAQ. This check box is only enabled if you select the Sales, Returns, Quote, or Customer Consignment radio buttons. This check box is selected by default and disabled if the Used for Drop Ship Commission Orders check box is selected.

Tax Calculated from the Shipping Warehouse

Select this check box to base sales tax on the sales tax jurisdiction assigned in Location Maintenance instead of the sales tax jurisdiction of the customer’s ship-to address. This check box is only available when the internal tax functionality is used, and only enabled when you select the Sales, Returns, Quote, or Customer Consignment radio buttons.

Example Customers may pick up orders at your warehouse location instead of having them shipped to them.

Consolidate Transfer POs by Sales Order

Select this check box to combine all confirmed and ready to go pick demands for a given transfer sales order onto a single transfer purchase order. This check box is only enabled if you select the Transfer  radio button.

Calculate Price for Returns

Select this check box to calculate the price on a return as if it were a sales order. This check box is only enabled if you select the Returns radio button.

Note If this check box is cleared, no price is calculated for return orders; however, access to prior orders and invoices is provided during order entry to facilitate entry of return prices.

Single Pick Demand Printer Override

Select this check box if all pick demands for an order’s shipping location will be printed to the location pick demand printer (or, if that is blank, the location’s default printer).

Point of Sale

Select this check box for an order class you use to sell products directly to consumers. If you select this check box, when an order is created for the order class, it is immediately processed through to invoice creation and printing. When you select this check box, Yes is selected for the Print Invoices option. This check box is only enabled if you select the Sales, Returns, or Customer Consignment radio buttons.

Note This option does not create point-of-sale sell through data for DRP.

Override Pick Method

Select this check box to select an override pick method. If you select this check box, select the pick method using the Lookup button to the right of the Method field on the Options tab. All products for orders in this order class will use this pick method instead of the pick method indicated in Product Location Maintenance.

Bypass Sales History Update

Select this check box if you want orders for the order class to be excluded from sales history.

Example You select this check box for an order class used for internal orders for samples that you don't want to affect sales history.

This check box is cleared by default, and only enabled if you select the Sales radio button.

Bypass DRP History Update

Select this check box if you want orders for the order class to be excluded from DRP history.

Example You select this check box for an order class used for internal orders for samples that you don't want to affect DRP history.

This check box is only enabled if the Sales radio button is selected.

Exclude Orders from Forecast Demand

Select this check box to exclude orders for the order class from calculated forecast demand. This check box is cleared by default, and is only enabled if you select the Sales, Transfer, or Customer Consignment radio buttons.

Bypass DRP History Update For Special Orders Only

Select this check box if you want special orders for the order class to be excluded from DRP history. This check box is cleared by default, and is only enabled if the Sales radio button is selected, the Bypass DRP History Update check box is cleared, and the Used for Drop Ship Commission Orders check box is cleared.

Allow Drop Ship Order Voids

Select this check box to allow users to void drop-ship sales orders for the order class that have associated purchase orders. If this check box is cleared, users are prevented from voiding a drop-ship sales order until all associated purchase orders are voided or closed. This check box is selected by default.

Orders Default As Freight Free

Select this check box to mark orders for the order class as freight free.

Ignore Forecast Hold

Select this check box to not put order line items for the order class on forecast hold. This check box is cleared by default, but this check box is selected by default and disabled if the Used for Drop Ship Commission Orders check box is selected.

Skip Tax Calculation

Select this check box to not calculate any tax (internal tax and AvaTax) for orders or invoices with this order class.

Do not add freight charge at Pick Demand Confirm

Select this check box to not add any freight charge during pick demand confirmation for orders with this order class.

Profit Category Code Sales (Customer)

Enter a customer scorecard profit category code for sales for the order class, or click the Lookup button to select a customer scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.

Profit Subcategory Code Sales (Customer)

Enter a customer scorecard profit subcategory code for sales for the order class, or click the Lookup button to select a customer scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.

Profit Category Code Cost (Customer)

Enter a customer scorecard profit category code for costs for the order class, or click the Lookup button to select a customer scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.

Profit Subcategory Code Cost (Customer)

Enter a customer scorecard profit subcategory code for costs for the order class, or click the Lookup button to select a customer scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.

Profit Category Code Sales (Supplier)

Enter a supplier scorecard profit category code for sales for the order class, or click the Lookup button to select a supplier scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.

Profit Subcategory Code Sales (Supplier)

Enter a supplier scorecard profit subcategory code for sales for the order class, or click the Lookup button to select a supplier scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.

Profit Category Code Cost (Supplier)

Enter a supplier scorecard profit category code for costs for the order class, or click the Lookup button to select a supplier scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.

Profit Subcategory Code Cost (Supplier)

Enter a supplier scorecard profit subcategory code for costs for the order class, or click the Lookup button to select a supplier scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.

Profit Category Code Sales (Product)

Enter a product scorecard profit category code for sales for the order class, or click the Lookup button to select a product scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.

Profit Subcategory Code Sales (Product)

Enter a product scorecard profit subcategory code for sales for the order class, or click the Lookup button to select a product scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.

Profit Category Code Cost (Product)

Enter a product scorecard profit category code for costs for the order class, or click the Lookup button to select a product scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.

Profit Subcategory Code Cost (Product)

Enter a product scorecard profit subcategory code for costs for the order class, or click the Lookup button to select a product scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.

Pricing Option

Select to obtain prices for products on orders from the price matrix based on either the order date or the required date. These radio buttons are only available if you select the Sales, Quote, or Customer Consignment radio buttons.

Example The order date is 06/15/2020 with a required date of 06/21/2020. If a price record has a range of 06/18/2020 through 06/30/2020, then the order date option would ignore this price record, but the required date option would use this price record to return a price for the product.

Price Change Reason Option

Click the Lookup button and select YES to enable the price change reason code functionality for this order class. For more information, see Price Change Reason Code FAQ.

Shipper

Enter the override shipper associated with this order class, or click the Lookup button to select an override shipper. Only enter a shipper in this field if you want all orders with this order class to have this override shipper.

Method

Click the Lookup button to select an override pick method. The Lookup button is only enabled if you select the Override Pick Method check box on the General tab.

Print Order Acknowledgments

Select one of the following options to indicate whether to send a customer's primary contact an automatic email order acknowledgment for an order for the order class:

• Yes - Always send order acknowledgments.

• No - Never send order acknowledgments.

• Ask - Prompt whether to send order acknowledgments.

• Location Default - Send order acknowledgments based on the settings for the location.

This radio set is disabled if you select the Transfer radio button for the Type option.

Order Acknowledgment Form Name

Enter an order acknowledgment form name, or click the Lookup button to select an order acknowledgment form name. This field is only enabled if you select the Sales, Returns, Quote, or Customer Consignment radio buttons.

Note This may be overridden by the form set up for the customer. If this field is blank, and no form is set up for the customer, the standard Apprise order acknowledgment is used for the order class.

Backorder Priority

Enter a numeric priority for determining the order in which backordered products are released. The higher the number, the higher the priority.

Print Invoices

Select one of the following options:

• Yes - Automatically print invoices.

• No - Do not automatically print invoices.

• Ask - Provide the user with the option to print invoices.

• Blank - Print invoices based on the Print Invoices setting for the location in Location Maintenance.

If you select the Point of Sale check box, Yes is selected and these radio buttons are disabled.

Invoice Date

Select whether the invoice date for invoices printed automatically after pick demand confirmation for the order class is the current date or the date entered as the pick confirmation date. These radio buttons are only enabled if you select the Yes or Ask radio button for the Print Invoices option.

Import Duplicate PO Number

Select this check box to allow duplicate purchase order numbers when importing orders for the order class in Order Import or EDI Order Import.

Note If this check box is selected for an order class, customer, or trading partner, duplicate purchase order numbers are allowed.

Credit Card Authorization Basis

Click the Lookup button to select the monetary amount for credit card authorizations for the order class. Select one of the following:

• Default - Use the amount specified in System ID Maintenance.

• Minimum Charge - For Worldpay, a zero amount AVS Only transaction.

• Order Total - The total amount of the order.

• Shippable Amount - The shippable amount of the order. If there is no shippable amount, an authorization is made for 1 in the currency of the order.

This field is only enabled if you select the Sales or Returns radio button.

For information on how this setting affects credit card transactions, see Credit Card Orders.

PO Class

Enter a purchase order class, or click the Lookup button to select a purchase order class. This field is only available if you select the Transfer or Customer Consignment radio button.

Supplier Consignment Transfer PO Class

Enter a purchase order class for supplier consignment transfer orders, or click the Lookup button to select a purchase order class. This field is only available if you select the Transfer radio button.

Prompt for Bookings Change Reason

Select this check box to prompt users to enter a bookings change reason when making changes to an order. For information on setting up bookings change reasons, see Bookings Reason Code Maintenance.

Default Bookings Change Reason

Enter a default bookings code reason, or click the Lookup button to select a default bookings code reason.

Require Drop Ship PO

Select this check box if the order class is used for drop-ship commissions and requires drop-ship purchase orders to be created. If this check box is selected, a drop-ship purchase order is created to facilitate the transaction and enable tracking of shipment and container information. This check box is cleared by default, and only enabled if you select the Used for Drop Ship Commission Orders check box. For more information, see Drop-Ship Commission Orders FAQ.

Default Drop Ship Class

Enter the default drop-ship purchase class to use for drop-ship orders for the order class, or click the Lookup button to select a drop-ship purchase class. This overrides the default purchase class entered in Customer Service Control Maintenance.

For information on creating purchase classes, see Purchase Class Maintenance.

Default Special Order Class

Enter the default special order purchase class to use for special orders for the order class, or click the Lookup button to select a special order purchase class. For information on creating purchase classes, see Purchase Class Maintenance.

Sales Order Entry Option

Select whether order lines default to being drop ship, special order, or direct ship lines. These radio buttons are disabled if you select the Transfer radio button.

Ignore Minimum/Multiple

Select this check box if you want minimum and multiple order and allocation quantities to be ignored for products ordered on orders for the order class. This check box is only enabled if you select the Sales or Transfer radio button for the Type option.

Minimum Option

Select one of the following options for orders that are below the minimum amount for the order class:

• Warn - A warning appears if a user attempts to create an order below the minimum amount.

• Deny - Users are prevented from creating orders that are below the minimum amount.

These radio buttons are only enabled if you select the Sales or Transfer radio button for the Type option and clear the Ignore Minimum/Multiple check box.

Order Minimum

Enter the minimum monetary amount for orders for the order class (excluding all taxes). If you enter a value in this field, select either the Warn or Deny radio button to control what occurs if the order minimum is not met. This field is only enabled if you select the Sales or Transfer radio button for the Type option and clear the Ignore Minimum/Multiple check box.

Can Generate Replacement Sales Order

Select this check box to allow users to generate an automatic replacement sales order when creating a return order for the order class. This check box is only available if Returns is selected for the Type option on the General tab.

Place Orders on Manual Hold

Select this check box to automatically place orders for the order class on manual hold after order creation. This check box is cleared by default, and is only enabled if a Type option other than Quote is selected on the General tab.

Reason Code

Enter the manual hold reason code to use when automatically placing orders for the order class on manual hold, or click the Lookup button to select a manual hold reason code. This field is only enabled if the Place Orders on Manual Hold check box is selected. For information on setting up manual hold reason codes, see Manual Hold Reason Maintenance.

Do Not Send EDI ASN

Select this check box if you do not want to send EDI ASN's for the customer even if the trading partner associated with the customer is set up to receive EDI ASN's.

Do Not Send EDI Invoice

Select this check box if you do not want EDI invoices sent to the customer even if the trading partner associated with the customer is set up to receive EDI invoices.

Do Not Send EDI Order Acknowledgment

Select this check box if you do not want EDI order acknowledgments sent to the customer even if the trading partner associated with the customer is set up to receive EDI order acknowledgments.

Do Not Send EDI Order Status

Select this check box if you do not want EDI order statuses sent to the customer even if the trading partner associated with the customer is set up to receive EDI order statuses.

A/R

Enter an accounts receivable account to use for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution.

This field is disabled if you select the Quote radio button on the General tab.

Sales

Enter a sales account to use for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution.

This field is disabled if you select the Quote radio button on the General tab.

Sales Discount

Enter a sales discount account to use for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution. For more information on how and why to use this account, see General Ledger Resolution FAQ.

This field is disabled if you select the Quote radio button on the General tab.

Sales Charge

Enter an additional order entry charges account to use for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution.

This field is disabled if you select the Quote radio button on the General tab.

Note You cannot enter an account in one of the following categories:

• A/P Clearing

• A/P Trade

• A/P Write-off

• A/R Clearing

• A/R Trade

• A/R Write-Off

Sales Returns

Enter a sales returns account to use for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution.

This field is disabled if you select the Quote radio button on the General tab.

Sales Returns Discount

Enter a sales returns discount account to use for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution. For more information on how and why to use this account, see General Ledger Resolution FAQ.

This field is disabled if you select the Quote radio button on the General tab.

Inventory

Enter an inventory account to use for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution.

This field is disabled if you select the Quote radio button on the General tab.

Cost of Goods Sold

Enter a cost of goods sold account to use for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution.

This field is disabled if you select the Quote radio button on the General tab.

Cost of Goods Sold Returns

Enter a cost of goods sold returns account to use for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution.

This field is disabled if you select the Quote radio button on the General tab.

Returns Expense

Enter an account to use for the cost of returned products not placed back into inventory (for example, scrapped) for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution.

This field is disabled if you select the Quote radio button on the General tab.

Transfer Sale

Enter a transfer sale account to use for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution.

This field is disabled if you select the Quote radio button on the General tab.

In Transit

Enter an in transit account to use for the order class, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order and Warehouse Management Account Resolution.

This field is disabled if you select the Quote radio button on the General tab.

Ship and Debit

Enter all or part of the ship and debit general ledger account to use when resolving the account from the order class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on ship and debit accounts, see Customer Service Account Resolution.

Note You can enter asterisks (*) for account elements you do not want to resolve from the order class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

This field is disabled if you select the Quote radio button on the General tab.

Ship and Debit Variance

Enter all or part of the ship and debit variance general ledger account to use when resolving the account from the order class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on ship and debit variance accounts, see Customer Service Account Resolution.

Note You can enter asterisks (*) for account elements you do not want to resolve from the order class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

This field is disabled if you select the Quote radio button on the General tab.

Bill and Hold Clearing

Enter all or part of the bill and hold clearing general ledger account to use when resolving the account from the order class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on bill and hold clearing accounts, see Customer Service Account Resolution.

Note You can enter asterisks (*) for account elements you do not want to resolve from the order class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

This field is disabled if you select the Quote radio button on the General tab.

Bill and Hold Variance

Enter all or part of the bill and hold variance general ledger account to use when resolving the account from the order class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on bill and hold variance accounts, see Customer Service Account Resolution.

Note You can enter asterisks (*) for account elements you do not want to resolve from the order class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

This field is disabled if you select the Quote radio button on the General tab.

Output VAT

Enter all or part of the output VAT general ledger account to use when resolving the account from the order class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on output VAT accounts, see VAT Account Resolution.

Note You can enter asterisks (*) for account elements you do not want to resolve from the order class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

This field is only enabled if the order class is not a transfer type order class.

Output VAT Variance

Enter all or part of the output VAT variance general ledger account to use when resolving the account from the order class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on output VAT variance accounts, see VAT Account Resolution.

Note You can enter asterisks (*) for account elements you do not want to resolve from the order class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

This field is only enabled if the order class is not a transfer type order class.

VAT Exempt

Select this check box if orders for a specific country are exempt from VAT. This field is only enabled if the order class is not a transfer type order class.

Country

Enter a country code for which you want to enter VAT exemption information for the order class, or click the Lookup button to select a country. For information on setting up countries, see Country Maintenance. This field is only enabled if the order class is not a transfer type order class.

VAT Exempt Reason Code

Enter a VAT exempt reason code to explain why orders for the country are exempt from VAT, or click the Lookup button to select a VAT exempt reason code. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance. This field is only enabled if the order class is not a transfer type order class.

Add

Click this button to add the country-specific VAT information to the order class. This button is only enabled if the order class is not a transfer type order class.

Remove

Click this button to remove the country-specific VAT information from the Countries grid. This button is only enabled if the order class is not a transfer type order class.

Countries

This grid indicates whether countries are exempt from VAT for the order class.

Order Classes

This grid displays a list of order classes after you click the Show Data button in the ribbon. Double-click an order class to view information for it on the General tab.