Defaults

These processing options specify default values, such as the document type, that the P4205 program uses when other values are not entered for the transaction.

1. Line Type for New Sales Detail Lines

Enter a code that controls how the system processes lines on a transaction. Values are defined in the Line Type Constants Revisions form (P40205) and include S for stock item, D for direct ship item, J for job cost, N for nonstock item, F for freight, T for text information, M for miscellaneous charges and credits, and W for work order.

Although you cannot add inventory items to a sales order during shipment confirmation, you can add amounts for nonstock items, such as handling charges and freight.

If you enter a non-inventory line type for new sales detail lines and set the processing option Allow Additional Line Entry, the system displays the Additional Line Entry window after you confirm sales order detail lines.

2. Confirmed Sales Detail Lines

Enter a next status override code to indicate an alternate step in the order process. You must enter a value from UDC 40/AT that has been set up in the order activity rules based on the order type and the line type that you are using. The combination of the next status of the sales order detail line and the override code for sales detail lines must be a valid last status/next status combination in the order activity rules.

Additional Non-inventory Line Items Entered

Enter additional non-inventory line items. Although you cannot add inventory items to a sales order during shipment confirmation, you can add amounts for nonstock items, such as handling charges and freight. Enter an alternate step in the order process when you add non-inventory items at the time of shipment confirmation. You must enter a value from UDC 40/AT that has been set up in the order activity rules and is based on the order type and the line type that you are using. The combination of the next status of the sales order detail line and the override code for additional non-inventory lines must be a valid last status/next status combination in the order activity rules.

You can use this processing option only if you have activated the processing option Allow Additional Line Entry.

Remaining Backordered Quantities

Enter an alternate step in the order process for quantities that are unavailable at the time of shipment confirmation. On a confirmed order, the original order detail line indicates the quantity that was confirmed for shipment. If the available quantity is less than the ordered quantity, the system adds an order detail line to indicate the quantity that remains unshipped. The current status code for the new detail line is 904 (Backordered at Shipment Confirmation). The system retrieves the next status code from the order process, or you can indicate an alternate status.

You must enter a value from UDC 40/AT that has been set up in the order activity rules and is based on the order type and the line type that you are using.

The combination of the next status of the sales order detail line and the override code for backordered or canceled quantities must be a valid last status/next status combination in the order activity rules.

You can use this processing option only if you have activated the processing option Backorder or Cancel Unshipped Quantity on the Process tab.

Authorized Lines

Enter an override status code for authorized lines. If you enter a status code, you must use a status that has been set up in the UDC table (40/AT) of the order activity rules and is based on the order type and line type combination.

Settled Lines

Enter an override status code for settled lines.

If you enter a status code, you must use a status that has been set up in the UDC table (40/AT) of the order activity rules based on the order type and line type combination.

Remaining Shippable Quantities (Release 9.2 Update)

Enter an override status code for remaining shippable quantities for sales order lines that are created when a load is partially confirmed. If you enter a status code, you must use a status that is set up in UDC table (40/AT) of the order activity rules based on the order type and line type combination.