Setting Grid Order Management Preferences

You can set preferences for the Grid Order Entry form, grid printing, and preferred grid template.

Note:

The navigation paths used in these instructions are based on the Administrator role. If you are not an administrator, you may see a different view of the NetSuite center. For more information, see Roles and Permissions for Grid Order Management.

Setting Grid Order Preferences

Grid order preferences enable you to modify the settings of the Grid Order Entry form.

To set grid order preferences:

Go to Lists > Grid Order Entry > Set Grid Preferences.
In the Grid Order subtab, set the following preferences:
- Default No. of Decimal Places – Enter the number of decimal places for percentages in grid templates and Grid Order Entry form. The default is 2 and the maximum is 5.
- Percentage Tolerance – Enter the tolerance value in decimal form when the total percentage is not 100%. The value you enter is applied to the minimum and maximum tolerance.
  
  By default, the tolerance is set to 0.01 which limits the total percentages from exceeding by 1% above or below 100%. For example, the total is either 104.3% or 97.03%. When the tolerance is exceeded, you cannot submit the grid order.
  
  The Percentage Tolerance preference does not apply to inventory adjustments.
- Enable Quantity Distribution – Check this box to enable automatic distribution of the total quantity across the items on a Grid Order Entry form. The distribution is based on percentages defined on your grid template. This preference is enabled by default.
- Show Percentage Column - Check this box to show the percent columns on the Grid Order Entry form. This preference is enabled by default.
- Enable Multi-Grid Order Entry – Check this box to enter grid orders using multiple templates in one Grid Order Entry form. The Order Summary table on the Grid Order Entry form lists the orders you entered in the grid templates. For more information, see Entering Multi-Grid Orders.
Click Save.

Setting Grid Printing Preferences

Grid printing preferences enable you to modify the settings for printing grid orders or templates.

To set grid printing preferences:

Go to Lists > Grid Order Entry > Set Grid Preferences.
On the Grid Printing subtab, specify an email address for bulk grid printing notifications in the Email Recipients for Errors field. If you leave this field blank, the email notifications are sent to administrators.

You can also send notifications to multiple recipients using a group email address
Select a grid print template for each transaction or form.

You can select a standard print template or customized print template that you can use for grid printing. If you do not want to set up grid printing, select the No Grid Template option from the list.

By default, the standard grid templates provided in the Grid Order Management SuiteApp are selected for the following transactions and forms:
- Cash Sale – wd_gom_template_csgridprintout.xml
- Invoice – wd_gom_template_ivgridprintout.xml
- Packing Slip – wd_gom_template_psgridprintout.xml
- Picking Ticket – wd_gom_template_ptgridprintout.xml
- Purchase Order – wd_gom_template_pogridprintout.xml
- Quote - wd_gom_template_qtgridprintout.xml
- Sales Order – wd_gom_template_sogridprintout.xml
Click Save.

You can use advanced print templates that are customized for grid printing. For more information, see Customizing the Printout using Advanced PDF/HTML Templates.

Grid Order Management SuiteApp also enables you to create custom grid print templates for selected transaction records. When you delete a template used for grid printing, you must edit your grid printing preferences. For more information, see Customizing the Grid Print Templates.

Setting the Preferred Grid Template Preference

The preferred grid template preference lets you set the value of the Set As Preferred Grid Template box. This box appears when you create or edit a grid matrix template.

To set the preferred grid template preference:

Go to Lists > Grid Order Entry > Set Grid Preferences.
On the Preferred Grid Template subtab, leave the Check By Default The Set As Preferred Grid Template Box On The Grid Matrix Template And Bulk Create Grid Matrix Template Pages box checked.

If you enable this preference, the Set As Preferred Grid Template boxes on both the Grid Matrix Template and Bulk Create Grid Matrix Templates pages are also checked. Then, you can leave the boxes checked so that the matrix template you create automatically becomes the preferred grid template. You can override this preference when creating or editing a matrix template. For more information, see Creating a Single Grid Matrix Template and Creating Grid Matrix Templates in Bulk.
Click Save.