Setting Up Order Activity Rules

Access the Order Activity Rules - Revisions form.

Order Type

Enter a code 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.)

The system contains predefined document types which 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.

Order Type Next Number

Enter a code to indicate which next number series the system uses when creating order numbers for this order type. Ten available Next Number series are available.

This field addresses:

• Purchase requisitions that carry order numbers that are different from bid requests and purchase orders.

• Blanket sales orders that are numbered in a different number range from standard sales orders.

Other 1, Other 2, Other 3, Other 4, and Other 5

(Optional) Enter a number to indicate a status that can be performed as the next step in the order process.

Although this is not the preferred or expected next step, this field is an allowable override. The system does not allow you to initiate an order line step or status that is not defined as either the expected next status or an other allowed status. Other allowed status codes let you bypass processing steps. These codes are often referred to in processing options as override next status codes.

Ledger Y/N (ledger yes/no)

Enter a value to write a record to the S.O Ledger Detail File table (F42199). Values are:

Y: Write a record for selected fields to the history table.

N: Do not write a record to the history table.