Defaults

These processing options specify the default values for searching for invoices and sales orders.

1. Order Type

Enter a value from UDC 00/DT that identifies the type of document. This code also indicates the origin of the transaction. Document type codes are reserved for vouchers, invoices, receipts, and time sheets, which create automatic offset entries during the post program. (These entries are not self-balancing when you originally enter them.) These document types are predefined and should not be changed:

• P: Accounts Payable documents.

• R: Accounts Receivable documents.

• T: Payroll documents.

• I: Inventory documents.

• O: Purchase Order Processing documents.

• J: General Accounting/Joint Interest Billing documents.

• S: Sales Order Processing documents.

2. Status Code - From

Enter a code from UDC 40/AT that indicates the next step in the order flow of the line type.

3. Status Code - Thru

Enter a code from UDC 40/AT that specifies what the next standard step is in the processing cycle for this order type. You set up the steps for the processing cycle on the Order Activity Rules form.

4. Based on Status

Enter 1 for the last status. Leave this field blank for the next status.

5. Backorders

Enter 1 to exclude backorders, enter 2 to include backorders, quantities only, or enter 3 to include backorders, quantities and prices.

6. Customer Self Service Functionality

Specify whether the system activates the customer self-service functionality for use in JAVA/HTML. Values are:

Blank: Bypass customer self-service.

1: Activate customer self-service functionality for use in JAVA/HTML.