SO-1003               Automatic Next Customer Number 

Adds the ability to maintain a separate Next Customer Number series for the Automatic Next Customer Number for Sales Order Entry, Sales Order Invoice Entry, RMA Entry and RMA Receipt Entry. You can also setup an exclusive Division Number, which works with either this series or the standard series of next customer numbers.

 

SO-1005               Price Level By Customer and Product Line 

Allows pricing of Inventory items based upon a customer price level that can be set for each Product Line, Product Line/Price Code, or a Product Line/Ship-To Code combination. (If purchasing at version 4.05 or lower, will require AR-1127 as well, which ships at no charge.)

 

SO-1008               Purchase Order Number Required 

Adds a ‘PO Number Required’ field to the Customer Masterfile. When this value is checked, Sales Order Entry will not accept an order for that customer if it does not reference a P/O number.

 

SO-1010               Sales Order Data Entry Tracking By User ID 

Adds a pop up window to Sales Order Data Entry and Sales Order Quote History Inquiry that contains the names of the users who created or last modified the sales order, or converted a quote to a standard order as well as the date and time of each action. From Sales Order Quote History Inquiry a fourth line is displayed showing the name of the user who deleted the Sales Order and the date and time it was deleted. These fields are ‘display only’ and cannot be accessed by the user.

 

SO-1011               Three Tier Discount on Sales Order 

               

SO-1017               S/O Line Print Suppression 

Using a Sales Order Detail UDF and a Sales Order Invoice Detail UDF as the print/no print flag, this Extended Solution sets the default value for the UDF based on the line type. The user can then modify Crystal Reports with a formula to suppress the printing of lines whose UDF is checked.

 

SO-1018               Promise Date by Line Item 

You can refresh existing lines with a change to the header Ship Date. The Promise Date is added to the S/O Invoice grid in the same manner as Order Entry. Sales Orders can be sorted by Promise Date or Order Date on the Inquiry tab of Inventory Maintenance and Inventory Inquiry. Picking Sheet selection has been modified with a range of Promise Dates

 

SO-1023               Item Sales History  

Allows you to view detailed Item Sales History by Customer/Item Number from Sales Order Entry, S/O Invoice Entry, A/R Customer Maintenance and Inquiry and Inventory Item Maintenance and Inquiry.

 

SO-1029               Sales By Salesperson/Product Line Report 

Creates a report (see Specific Purpose Rule) detailing Sales information per period. The report may be sorted by Salesperson/Product Line or Salesperson/Customer Number/Product Line.

 

SO-1032               Multiple Customer Deposits on a Sales Order  

Allows for an unlimited number of deposits to be applied to a Sales Order and allows deposits from A/R Cash Receipts to be applied to a customer’s Sales Orders. Additionally, terms codes may be associated with payment type to provide defaulting logic.

 

SO-1035               Enhanced Quick Print 

Sales Order Data Entry screens have been modified in the following ways: • ‘Quick Print’ will give you the option to print the Picking Sheet or the Sales Order • The option to print a shipping label is available after a single Picking Sheet is printed • The option to print a COD label is available after ‘Quick Printing’ an Invoice from S/O Invoice Data Entry

 

SO-1039               S/O Invoice Payment Terms 

Allows you to select alternate methods of calculating the Terms Discount by applying the discount percent to the ‘Amount Subject to Discount’ on the S/O invoice totals tab, or by line item and includes only these line types: Regular Items, (*) Special Items and Miscellaneous Items, or to the net sales amount plus sales tax.

 

SO-1041               Price Change Protection 

Allows you to require a password to enter a Unit Price of an Inventory Item that is at or below the Standard Cost or Retail Price (depending on Setup) for that item during Sales Order Line Item Entry and/or Sales Order Invoice Line Item Entry.

 

SO-1047               Commissions To Use Alternate Cost/Price 

Calculates commission amounts using an Alternate Cost/Price. The Alternate Cost/Price used may be the ‘Last Cost,’ ‘Loaded Cost’ (if you have IM-1166 installed and enabled), or ‘Standard Cost’ and/or the ‘Undiscounted Price’ (the item’s price exclusive of any entered line discount). The only commission amounts affected are those calculated for inventory items having a commission method which uses ‘Unit Cost’ or the extension as part of its commission calculation.

 

SO-1050               S/O Weight and User Defined Category Item 

Adds a floating window to the Lines tab of Sales Orders and Sales Order Invoices. For Inventory Item lines, it displays Weight Each, Weight Extended (Quantity Ordered times Weight Each), Order Total Weight and a User Defined Inventory Category Code: Each, Extended Amount and Order Total.

 

SO-1051               Salesperson Commission by Product line and Item Number 

Adds a new entry screen to A/R Salesperson Maintenance for entering Salesperson Commission by Product Line or Item Number. During the commission calculation in the Pre Sales Journal Update, Salesperson Commission by Item Number will take precedence over Salesperson Commission by Product Line and Salesperson Commission by Product Line will take precedence over standard MAS 90 MAS 200 Inventory Item commission calculation.

 

SO-1052               Automatic Addition of Charge Code 

Allows for a Misc Charge Code to be automatically added to Orders and/or Invoices when you exit the Line Item Entry Tab. This Misc Charge could be: 1) A flat fee 2) With IM-1077: User Defined Fields for Inventory Masterfile installed and enabled, the result of a calculation of I/M item Quantities multiplied by a value in an IM-1077 UDF, then summed for the Order or Invoice. 3) The total of IM1 ‘Retail Price’ multiplied by a percentage specified in Setup, and then multiplied by a rate.

 

SO-1053               Allow Creation of Credit Memos as Security Event  

Sales Order module controls the creation of credit memos by user via a Security Event.

 

SO-1054               Sales Order/Invoice Line Item Sorting Options 

Lines may be sorted by: • Item Number • Warehouse/Bin Location/Item Number • Item Category Code • Vendor Number • Item Description • Product Line/Item Number • Item Number/SO Detail UDF

 

SO-1055               S/O Commissions by Line Item 

Allows commission rates to be overridden in Sales Order and S/O Invoice entry on a line item basis.

 

SO-1056               Segment Substitution On The Fly  

Adds ‘Segment Sub Account’ fields to Sales Order and S/O Invoice entry. They can be substituted in the accounts associated with Sales Orders or Invoice lines, or the Sales Journal update process.

 

SO-1066               Sub-Totals/Running Totals On Sales Orders and Invoices 

Creates either Running Totals or Subtotals during Sales Order and Invoice Line Entry. A RUNNING TOTAL is defined as the total of all quantities or extended amounts from the top of the order/invoice up to the RUNTOT comment line. A SUBTOTAL is defined as all of the quantities and amounts between two SUBTOT comment lines. The totals displayed can be any combination of Total Quantity Ordered, Total Quantity Shipped, Total Quantity Back Ordered or Total Order Extension.

 

SO-1067               Ship To/Ship Via by Line Item 

Add new fields to Sales Order: S/O Invoice for Ship-To Code and Ship-Via Code for each line item. Write Customer Number and Division Number to AR_AO for Crystal reporting and populate existing records with the data fields for Customer Number and Division.

 

SO-1068               Kit Explosion To Convert Components to Items 

Changes the way that Kit Items are processed. Additional functionality is available if you have Sage Software Extended Solution SO-1017: S/O Line Print Suppression, or SO-1119: General Ledger Account Number Override by Code installed and enabled.

 

SO-1069               Customer Discount Rate by Line Item 

Adds a Customer Discount Rate field to the Sales Order and Sales Order Invoice header screens. The value entered in this new field will be the default value in the Line Discount % field for the order.

 

SO-1073               Default Warehouse by Customer or by User ID  

Each User and Customer to have a default warehouse. The default warehouse may be entered in Customer Maintenance or in the Create/Maintain Customer option of Sales Order and Sales Order Invoice entry. The default warehouse will then be used on he Sales Order and Sales Order Invoice header screens. Installation

 

SO-1085               SO-1085 Upgrade Information  

The attached document provides information on converting from the Extended Solution SO-1085, Sales Order Integration with Job Cost to the standard Sales Order to Job Cost feature set.

 

SO-1092               Bill Option Description and Price on Sales Order Forms 

Allows Bill of Material Kit or Standard Option descriptions, the corresponding prices, and the Extended Amounts to be printed on Sales Order and Sales Order Invoice forms. Additional functionality is available if you have Extended Solution BM-1042: 35 Options Categories installed and enabled.

 

SO-1095               Sliding Scale Commissions By Item 

Allows commissions generated from Sales Order invoices to be calculated on a sliding scale based on either the gross profit percentage or the unit price of the individual Inventory line items. Additionally, you may calculate a line item’s commission amount by applying the commission rate arrived at by this Extended Solution to the line item extension rather than using the Inventory item’s standard commission method.

 

SO-1096               Customer Purchase Order Number Validation in Sales Order 

Modifies the Standard Sales Order Option ‘Check for Duplicate Customer PO Numbers’ by • Allowing the user to prevent re-use of a Customer P/O Number • Telling the user on what document the duplication was detected • Always searching A/R Invoice History • Optionally searching S/O Invoice Entry.

 

SO-1099               'ON DEMAND' Sales Order Fill Report 

Creates a report that allows you to detect which Sales Orders can be filled ‘On Demand,’ automatically select Picking Sheets for printing, calculate and auto-select the number of Shipping Labels needed for each order, create a Master Picking Ticket Report that summarizes the Item Numbers, Descriptions and Total Quantity for all selected orders and generate a ‘batch’ of Sales Order Invoices from the selected Sales Orders.

 

SO-1100               Enhanced Batch Processing 

Allows you to move invoices from one batch into another via any of the following options: Invoices may be selected individually. An entire batch (or batches) may be merged into another batch. Only Invoices noted as Complete will be moved en masse into another batch.

 

SO-1101               Price/Cost Maintenance From Sales Order 

Adds the ability to change price and cost fields in the Inventory Item Masterfile from Sales Order Invoice Data Entry

 

SO-1119               General Ledger Account Number Override by Code 

Allows you to maintain a list of Override Codes which can be applied at a document level or a line level to change the Cost of Goods Sold and Sales Accounts. This Extended Solution requires Custom Office to be installed.

 

SO-1121               Multiple Sales Orders On Single Invoice 

Enables one Sales Order Invoice to be created containing line items from multiple Sales Orders for the same customer.

 

so-1123                Import Utility For Sales Order  

Adds a utility designed to import data into Sales Order entry from an ASCII file. Only the following formats will be converted to the business framework: ASCII, Silvercote, Hayes, Hauser and Kenda. If you wish to use any other format, you will need to have it quoted.

 

SO-1140               Sales Order Invoice Import Utility  

Is a utility designed to import data from a file matching one of the supported formats into Sales Order Invoice Data Entry.

 

SO-1170               Item Entry In SO To Create Customer Pricing Record 

Sales Order module will create a Customer Item Pricing record with Price Method ‘Override’ each time an Inventory Item is entered onto a Sales Order. If a record already exists for the Customer/Item combination, the quantity tier associated with the quantity being ordered will be refreshed with the new Unit Price.

 

SO-1172               Component Items Not Resorted During Sales Order Entry 

               

SO-1173               Item Pricing by Total Quantity 

Allows the price of Inventory Items entered on a Sales Order to be recalculated using one of the following methods: •Total Quantity of all items in a Product Line •Total Quantity of all items on the Sales Order •Sum of the Quantity Ordered •Total Quantity of all items that reference the same IM-1077 UDF •Total Quantity of all items in a Category Code.

 

SO-1175               Lot/Serial Distribution Entry from Sales Order 

Provides the ability to distribute Lot Numbers and Serial Numbers during Sales Order Entry. This Extended Solution is integrated with the Bar Code module’s S/O Invoice Import.

 

SO-1179               Standard Order From Master Order 

Allows the user to set the quantity to zero while creating Standard Orders from Master Orders. • Modifies the prompt line while on the ‘Quantity Ordered’ field to display: the Master Order’s ‘Original’ quantity and ‘Balance’ quantity, this standard Sales Order’s ‘Quantity Ordered’ and the ‘Qty Available’ for the warehouse referenced. • Has an option to delete item lines from Standard and Back Order type Sales Orders if the ‘Quantity Ordered’ and ‘Quantity Back Ordered’ fields equal zero, and

 

SO-1180               Picking Sheet Printing For Orders Being Invoiced 

Chains Sales Order Picking Sheet Print Selection to Invoice Entry, allowing you to print picking sheets for orders that are currently being invoiced. Batch processing is supported.

 

SO-1183               Drop Ship Warehouse For Sales Order and Purchase Order 

Provides for an alternate method of Drop Shipping Inventory Items, which will record accounting events in the Inventory module.

 

SO-1198               Picking Sheet Printing to Multiple Warehouse Printers 

Adds the ability to print Picking Sheets to printers designated by warehouse.

 

SO-1207               Component Editing before Kit Explosion 

Allows you to manipulate the components of a Bill of Material Kit (add or delete components, change the quantity ordered, change the warehouse) prior to Kit explosion. You can also recalculate the Kit’s Unit Price based on a markup percent from the components’ average costs.

 

SO-1217               Commission Tables by Discount Rate 

Adds the ability to set up and maintain a commission table that reflects discounts from an Item’s Standard Price by Customer, Item or Product Line along with the corresponding commission rate. In Sales Order entry and S/O Invoice entry, the commission rate is then applied as a line Item commission rate via Sage Extended Solution SO-1055: Commissions by Line Item.

 

SO-1224               Enhanced Customer Memo Handling in Sales Order 

Adds the ability to merge memo text into the starting lines of a Sales Order. Additionally, Customer Memo Maintenance has been modified to allow the entry of comment codes in braces { }. They will be replaced by the comment text when you exit the memo.

 

SO-1226               Item Memo Pop-Up 

Pops up a window of all memos for the Inventory Item as you exit the Inventory Item Number field during Sales Order and Invoice Data Entry. You may only view the memos.

 

SO-1241               Invoices With Multiple Due Dates 

Allows up to five due dates to be assigned to designated terms codes during S/O Invoice Entry. A percentage of the invoice amount can be designated due for each of the due dates.

 

SO-1242               Sales Journal Update To Create Inventory Transfers 

Adds the ability to create Inventory Transfers for S/O Invoices that either reference particular A/R Divisions or contain Customers who have been selected for this processing via a Custom Office UDF.

 

SO-1250               Automatic Next Order/Invoice Number by Division 

Allows you to specify the ‘Next’ Sales Order and Invoice Number by Division.

 

SO-1269               Back Orders Allowed By Customer 

Adds the ability to specify on a Customer level whether or not back orders are allowed.

 

SO-1271               Authorized Purchase Control by Customer 

Prevents specified customers from purchasing individual items and/or purchasing from specific product lines. OR allows only specified customers to purchase certain items and/or from specific product lines.

 

SO-1274               Master Orders To Impact On Sales Order 

Causes Master Order Balance Quantities to appear in the I/M Warehouse Quantity On S/O Bucket. The I/M Open Sales Order Inquiry has been changed to display Master Orders.

 

SO-1284               Print Control For On Hold Customers 

Adds protection for the printing of sales orders and picking sheets when a customer is on Credit Hold. The Custom Office Module must be installed in order for this Extended Solution to function.

 

SO-1288               Enhanced Auto Generate Invoice Function 

Adds the following possible functionality to Auto Invoice Generation: • ability to automatically assign the Sales Order Number as the Invoice Number • select by Terms Code • select by a range Sales Order Line Promise Dates • select by a range of Warehouses • select either Standard Orders or Back Orders • recalculate freight • list the sales orders to be selected as opposed to a range.

 

SO-1295               Other Orders Warning Message 

Displays a warning message if a Customer entered has any other standard Sales Orders or Backorders on file.

 

SO-1311               Enhanced Sales Journal Update Cost Determination 

Makes the following change to Sales Journal Processing: when an item’s Valuation Method is Average and the item’s Average Cost is equal to zero, the program will use the zero Average Cost.

 

SO-1321               Customer Retail Pricing in Sales Order  

Sales Order module uses an Inventory Item’s Retail Price instead of the Standard Price for Customers flagged as Retail Customers in Sales Order Entry and S/O Invoice Entry.

 

SO-1324               Discount from Order Total Within Product Line 

Adds the ability to maintain Price Discounts by Product Line from Customer Maintenance.

 

SO-1326               Salesperson Account Substitution 

Adds the ability to substitute an account segment into the COGS account and Sales account for each salesperson.

 

SO-1327               Sales Order Invoice Export Utility 

Exports S/O Invoice data for a specific Customer to an ASCII text file.

 

SO-1328               Hold Flags For Sales Orders  

Allows you to place orders on specific types of ‘hold’: Terms Hold, Credit Hold and Margin Hold.

 

SO-1333               Line Item Discount Validation by product Line 

Adds the ability to default and validate Line Item Discount Percent by Product Line. The Product Line Maintenance has been enhanced with a ‘More’ button. The Sales Order and S/O Invoice Data Entry Line Discount Field has been enhanced with a Lookup feature and validation against data entered in Product Line Maintenance. A new button has been added to ‘Refresh’ Discounts for all lines with matching product lines.

 

SO-1349               Back Order Utility for Sales Order 

Adds a new ‘Back Order Fill Utility’ to the Sales Order Setup menu.

 

SO-1351               Lot/SN Cost Field in Credit Memos  

Adds a Unit Cost field to Lot/Serial Distribution Entry for Credit Memo type Sales Order Invoices. This field will be used for all of the cost postings during Sales Journal Update.

 

SO-1354               Commission Rate Table by Salesperson/Customer/Item # 

Add a new Commission Rate Maintenance Program to Sales Order Setup which allows the user to specify Commission Rate by Salesperson/Customer/Item Number.

 

SO-1355               Qty Checking in Quote Conversion & Auto Generation 

Allows quantity checking to be created from the Quote conversion process as well as the S/O ‘Auto performed on all standard Sales Orders Generate Orders’ menu option.

 

SO-1356               UOM Lookup to Display Only I/M Masterfile UOMs 

Modifies the Unit of Measure lookup in Sales Order Entry to only list the Standard UOM, Sales UOM and Purchase UOM set up in the IM Masterfile.

 

SO-1358               Enhanced Bill Explosion & Printing for Sales Order 

Explodes standard Bills of Material as well as Kits and Phantom Bills in Sales Order Entry and consolidates identical items on a Crystal report using a new data file.

 

SO-1359               Modified Pricing & Posting for Sales Order 

Adds an additional five fields to Inventory Item Pricing. These fields will hold a dollar amount and will be incorporated into the item’s price. A separate General Ledger posting will take place during Sales Journal update. This posting will encompass a specified General Ledger Account for the new fields, and a Discount Account for the individual item’s discount.

 

SO-1369               E-Mail Alerts for Purchases By Product Line  

Will notify specified parties by e-mail that an order has been logged which contains specific conditions which warrant further actions in order for specific lines on the order to be considered for shipping.

 

SO-1370               Enhanced Qty Available Checking in Invoice Entry 

Modifies Sales Order Invoice Data Entry to calculate Available Quantity ‘on the fly’ for each Inventory line’s Item/Warehouse, compares it to the Quantity Ordered, and presents you with a window listing any line number, Item Number, and Quantity Ordered not ‘Shipped Complete.’

 

SO-1373               Sales Order Line Warehouse Change Utility 

               

SO-1375                Warehouse Default by Ship To ZIP Code 

               

SO-1381               Inventory Item Unit Cost by Line in Order Entry 

Allows entry of the Unit Cost field on a Sales Order/Sales Order Invoice line. The unit cost from the pricing record will default to the unit cost on the line and will be used during Sales Journal Update.

 

SO-1385               Order Total Discount by Order Total Amount 

Fills the Total Discount field with a value based on the order’s total dollar amount before Freight and Tax. This Extended Solution is not compatible with SO-1173: Item Pricing by Total Quantity.

 

SO-1386               Quotation Entry 

Adds a new ‘Quotation Entry’ menu option to the Sales Order Main Menu.

 

SO-1394               Additional Order and Invoice Number Series 

Allows you to define multiple series of Sales Order or Invoice Numbers. These series will begin with up to six user-defined alphanumeric characters. During Sales Order or Invoice Entry, key in those alphanumeric characters in the Order Number or Invoice Number field and click the ‘#’ sign to produce the new Order Number or Invoice Number.

 

SO-1396               Negative Lot/Serial Distribution in Invoice Entry 

Allows negative lot/serial tier distribution on standard invoices.

 

SO-1403               Custom Office UDF Smart Calcs for Order Entry  

Displays the running total results of three different calculations in three specified Sales Order Header Custom Office User Defined Fields. You should arrange these UDFs on the bottom of the Lines Tab using Custom Office. One UDF will also write to the Freight field on the Totals Tab.

 

SO-1404               Enhanced Shipping Data Entry 

Adds four new options: Removes the restriction and/or warning against processing Orders in Shipping Entry when a Customer is on Credit Hold or has exceeded his or her Credit Limit. Prevents freight recalculation when a specified Order Header UDF is set to a particular value. Issues audible alerts any time the user over ships a line or selects an item that is not on the order Default all lines to the color of red, and then to change to black as they are shipped.

 

SO-1409               Shipping Data Entry Integration with SO-1099 

Allows you to access S/O Invoices from Shipping Data Entry. Sage Extended Solution SO-1099: ‘On Demand’ Sales Order Fill Report must be installed and enabled for this Extended Solution to function.

 

SO-1412               Sales Order Line Creation From Purchase Orders  

Allows users to copy lines from multiple Purchase Orders onto a Sales Order.

 

SO-1417               Maintain Split Commissions by Customer 

Allows you to set up default Split Commission records by Customer.

 

SO-1419               Freight Rate as Percentage of Order/Invoice Total 

Maintains a Percentage for each Ship Via. Used in conjunction with the ‘Base Amount’ field, the system will assess freight as either a percentage of the Order/Invoice total amount or the Base Amount, whichever is greater.

 

SO-1421               Alternate Update for Misc. Charges/Items 

Causes Misc Charge lines to be excluded from the Order/Invoice Total.

 

SO-1422               Salesperson Commission Rate by Ship To Code 

Modify Sales Order Entry. S/O Invoice Entry. or Shipping Data Entry to default the Salesperson Commission Rate from a Customer Ship To UDF value. if the Customer Ship To UDF for Salesperson Commission Rate is not equal to zero.

 

SO-1423               Salesperson Commission Overrides by Line 

Allows you to maintain two Salespersons and their corresponding Commission Rates by line and the ‘Ship To’ Salesperson on a line can be replaced with a default Salesperson specific to the Customer/Item Number combination on the line.

 

SO-1425               Default Credit Card Amount to ´Shippable´ Amount 

Process Credit Card charges for ‘Shippable’ Amounts. ‘Shippable’ is defined as the difference between the Quantity Ordered and the Quantity Back Ordered on each line.

 

SO-1428               Enhanced Ship Complete for Shipping Data Entry 

Adds a ‘Ship Complete Sales Order’ prompt to Shipping Data Entry, when the order type is Standard.

 

SO-1429               Quantity Checking in Shipping Data Entry 

Will perform quantity checking during Shipping Data Entry.

 

SO-1430               Globally Set S/O Line UDFs by Product Line 

Allows you to globally set Custom Office Sales Order Line User Defined Field values by Product Line.

 

SO-1437               Paperless Office: Sales Order Invoices 

Prints Sales Order Invoices, both graphical and non-graphical, as PDF documents.

 

SO-1445               Marketing Development Fund File  

Creates a Marketing Development Fund File to be used in conjunction with Sage Extended Solution SO-1421: Alternate Update for Misc. Charges/Items. Records are added to that file through Sales Journal update of SO-1421 specific transactions. These funds can then be used by the Salesperson for marketing efforts. When the Salesperson incurs a marketing expense, the fund balance is reduced by the Accounts Payable invoice used to pay that expense. At the end of each year, any funds not used are c

 

SO-1455               Variable Kit Component Quantity 

Modifies the Component Qty Ordered for exploded Kit Items by allowing you to apply a Product Line assigned `factor` to the Kit item, thereby increasing the Quantity Ordered of each component.

 

SO-1457               Dollar Amount Discounts for Sales Order Lines 

Modifies the Sales Order Discount Line field to allow for entry of a dollar amount rather than a percentage.

 

SO-1458               S/O Line Discount Posting to General Ledger 

Modifies the Sales Journal Update to post the amount of the line's discount to a specific G/L Account. This General Ledger account can be specific to the Product Line if you have IM-1099: User Defined Fields in Product Line Maintenance installed and enabled.

 

SO-1460               Committed Items for Sales Order 

Adds the concept of consigning quantities of inventory items on a sales order for delivery now versus the quantities of those items that are on order for delivery later. Back Order processing has been removed from the Sales Journal Update: the ‘Back Ordered Quantity’ on an Order or Invoice becomes the ‘Committed Quantity.’ Quantities can be committed or de-committed manually or via a Commitment Utility.

SO-1003               Automatic Next Customer Number 

Adds the ability to maintain a separate Next Customer Number series for the Automatic Next Customer Number for Sales Order Entry, Sales Order Invoice Entry, RMA Entry and RMA Receipt Entry. You can also setup an exclusive Division Number, which works with either this series or the standard series of next customer numbers.

 

SO-1005               Price Level By Customer and Product Line 

Allows pricing of Inventory items based upon a customer price level that can be set for each Product Line, Product Line/Price Code, or a Product Line/Ship-To Code combination. (If purchasing at version 4.05 or lower, will require AR-1127 as well, which ships at no charge.)

 

SO-1008               Purchase Order Number Required 

Adds a ‘PO Number Required’ field to the Customer Masterfile. When this value is checked, Sales Order Entry will not accept an order for that customer if it does not reference a P/O number.

 

SO-1010               Sales Order Data Entry Tracking By User ID 

Adds a pop up window to Sales Order Data Entry and Sales Order Quote History Inquiry that contains the names of the users who created or last modified the sales order, or converted a quote to a standard order as well as the date and time of each action. From Sales Order Quote History Inquiry a fourth line is displayed showing the name of the user who deleted the Sales Order and the date and time it was deleted. These fields are ‘display only’ and cannot be accessed by the user.

 

SO-1011               Three Tier Discount on Sales Order 

               

SO-1017               S/O Line Print Suppression 

Using a Sales Order Detail UDF and a Sales Order Invoice Detail UDF as the print/no print flag, this Extended Solution sets the default value for the UDF based on the line type. The user can then modify Crystal Reports with a formula to suppress the printing of lines whose UDF is checked.

 

SO-1018               Promise Date by Line Item 

You can refresh existing lines with a change to the header Ship Date. The Promise Date is added to the S/O Invoice grid in the same manner as Order Entry. Sales Orders can be sorted by Promise Date or Order Date on the Inquiry tab of Inventory Maintenance and Inventory Inquiry. Picking Sheet selection has been modified with a range of Promise Dates

 

SO-1023               Item Sales History  

Allows you to view detailed Item Sales History by Customer/Item Number from Sales Order Entry, S/O Invoice Entry, A/R Customer Maintenance and Inquiry and Inventory Item Maintenance and Inquiry.

 

SO-1029               Sales By Salesperson/Product Line Report 

Creates a report (see Specific Purpose Rule) detailing Sales information per period. The report may be sorted by Salesperson/Product Line or Salesperson/Customer Number/Product Line.

 

SO-1032               Multiple Customer Deposits on a Sales Order  

Allows for an unlimited number of deposits to be applied to a Sales Order and allows deposits from A/R Cash Receipts to be applied to a customer’s Sales Orders. Additionally, terms codes may be associated with payment type to provide defaulting logic.

 

SO-1035               Enhanced Quick Print 

Sales Order Data Entry screens have been modified in the following ways: • ‘Quick Print’ will give you the option to print the Picking Sheet or the Sales Order • The option to print a shipping label is available after a single Picking Sheet is printed • The option to print a COD label is available after ‘Quick Printing’ an Invoice from S/O Invoice Data Entry

 

SO-1039               S/O Invoice Payment Terms 

Allows you to select alternate methods of calculating the Terms Discount by applying the discount percent to the ‘Amount Subject to Discount’ on the S/O invoice totals tab, or by line item and includes only these line types: Regular Items, (*) Special Items and Miscellaneous Items, or to the net sales amount plus sales tax.

 

SO-1041               Price Change Protection 

Allows you to require a password to enter a Unit Price of an Inventory Item that is at or below the Standard Cost or Retail Price (depending on Setup) for that item during Sales Order Line Item Entry and/or Sales Order Invoice Line Item Entry.

 

SO-1047               Commissions To Use Alternate Cost/Price 

Calculates commission amounts using an Alternate Cost/Price. The Alternate Cost/Price used may be the ‘Last Cost,’ ‘Loaded Cost’ (if you have IM-1166 installed and enabled), or ‘Standard Cost’ and/or the ‘Undiscounted Price’ (the item’s price exclusive of any entered line discount). The only commission amounts affected are those calculated for inventory items having a commission method which uses ‘Unit Cost’ or the extension as part of its commission calculation.

 

SO-1050               S/O Weight and User Defined Category Item 

Adds a floating window to the Lines tab of Sales Orders and Sales Order Invoices. For Inventory Item lines, it displays Weight Each, Weight Extended (Quantity Ordered times Weight Each), Order Total Weight and a User Defined Inventory Category Code: Each, Extended Amount and Order Total.

 

SO-1051               Salesperson Commission by Product line and Item Number 

Adds a new entry screen to A/R Salesperson Maintenance for entering Salesperson Commission by Product Line or Item Number. During the commission calculation in the Pre Sales Journal Update, Salesperson Commission by Item Number will take precedence over Salesperson Commission by Product Line and Salesperson Commission by Product Line will take precedence over standard MAS 90 MAS 200 Inventory Item commission calculation.

 

SO-1052               Automatic Addition of Charge Code 

Allows for a Misc Charge Code to be automatically added to Orders and/or Invoices when you exit the Line Item Entry Tab. This Misc Charge could be: 1) A flat fee 2) With IM-1077: User Defined Fields for Inventory Masterfile installed and enabled, the result of a calculation of I/M item Quantities multiplied by a value in an IM-1077 UDF, then summed for the Order or Invoice. 3) The total of IM1 ‘Retail Price’ multiplied by a percentage specified in Setup, and then multiplied by a rate.

 

SO-1053               Allow Creation of Credit Memos as Security Event  

Sales Order module controls the creation of credit memos by user via a Security Event.

 

SO-1054               Sales Order/Invoice Line Item Sorting Options 

Lines may be sorted by: • Item Number • Warehouse/Bin Location/Item Number • Item Category Code • Vendor Number • Item Description • Product Line/Item Number • Item Number/SO Detail UDF

 

SO-1055               S/O Commissions by Line Item 

Allows commission rates to be overridden in Sales Order and S/O Invoice entry on a line item basis.

 

SO-1056               Segment Substitution On The Fly  

Adds ‘Segment Sub Account’ fields to Sales Order and S/O Invoice entry. They can be substituted in the accounts associated with Sales Orders or Invoice lines, or the Sales Journal update process.

 

SO-1066               Sub-Totals/Running Totals On Sales Orders and Invoices 

Creates either Running Totals or Subtotals during Sales Order and Invoice Line Entry. A RUNNING TOTAL is defined as the total of all quantities or extended amounts from the top of the order/invoice up to the RUNTOT comment line. A SUBTOTAL is defined as all of the quantities and amounts between two SUBTOT comment lines. The totals displayed can be any combination of Total Quantity Ordered, Total Quantity Shipped, Total Quantity Back Ordered or Total Order Extension.

 

SO-1067               Ship To/Ship Via by Line Item 

Add new fields to Sales Order: S/O Invoice for Ship-To Code and Ship-Via Code for each line item. Write Customer Number and Division Number to AR_AO for Crystal reporting and populate existing records with the data fields for Customer Number and Division.

 

SO-1068               Kit Explosion To Convert Components to Items 

Changes the way that Kit Items are processed. Additional functionality is available if you have Sage Software Extended Solution SO-1017: S/O Line Print Suppression, or SO-1119: General Ledger Account Number Override by Code installed and enabled.

 

SO-1069               Customer Discount Rate by Line Item 

Adds a Customer Discount Rate field to the Sales Order and Sales Order Invoice header screens. The value entered in this new field will be the default value in the Line Discount % field for the order.

 

SO-1073               Default Warehouse by Customer or by User ID  

Each User and Customer to have a default warehouse. The default warehouse may be entered in Customer Maintenance or in the Create/Maintain Customer option of Sales Order and Sales Order Invoice entry. The default warehouse will then be used on he Sales Order and Sales Order Invoice header screens. Installation

 

SO-1085               SO-1085 Upgrade Information  

The attached document provides information on converting from the Extended Solution SO-1085, Sales Order Integration with Job Cost to the standard Sales Order to Job Cost feature set.

 

SO-1092               Bill Option Description and Price on Sales Order Forms 

Allows Bill of Material Kit or Standard Option descriptions, the corresponding prices, and the Extended Amounts to be printed on Sales Order and Sales Order Invoice forms. Additional functionality is available if you have Extended Solution BM-1042: 35 Options Categories installed and enabled.

 

SO-1095               Sliding Scale Commissions By Item 

Allows commissions generated from Sales Order invoices to be calculated on a sliding scale based on either the gross profit percentage or the unit price of the individual Inventory line items. Additionally, you may calculate a line item’s commission amount by applying the commission rate arrived at by this Extended Solution to the line item extension rather than using the Inventory item’s standard commission method.

 

SO-1096               Customer Purchase Order Number Validation in Sales Order 

Modifies the Standard Sales Order Option ‘Check for Duplicate Customer PO Numbers’ by • Allowing the user to prevent re-use of a Customer P/O Number • Telling the user on what document the duplication was detected • Always searching A/R Invoice History • Optionally searching S/O Invoice Entry.

 

SO-1099               'ON DEMAND' Sales Order Fill Report 

Creates a report that allows you to detect which Sales Orders can be filled ‘On Demand,’ automatically select Picking Sheets for printing, calculate and auto-select the number of Shipping Labels needed for each order, create a Master Picking Ticket Report that summarizes the Item Numbers, Descriptions and Total Quantity for all selected orders and generate a ‘batch’ of Sales Order Invoices from the selected Sales Orders.

 

SO-1100               Enhanced Batch Processing 

Allows you to move invoices from one batch into another via any of the following options: Invoices may be selected individually. An entire batch (or batches) may be merged into another batch. Only Invoices noted as Complete will be moved en masse into another batch.

 

SO-1101               Price/Cost Maintenance From Sales Order 

Adds the ability to change price and cost fields in the Inventory Item Masterfile from Sales Order Invoice Data Entry

 

SO-1119               General Ledger Account Number Override by Code 

Allows you to maintain a list of Override Codes which can be applied at a document level or a line level to change the Cost of Goods Sold and Sales Accounts. This Extended Solution requires Custom Office to be installed.

 

SO-1121               Multiple Sales Orders On Single Invoice 

Enables one Sales Order Invoice to be created containing line items from multiple Sales Orders for the same customer.

 

so-1123                Import Utility For Sales Order  

Adds a utility designed to import data into Sales Order entry from an ASCII file. Only the following formats will be converted to the business framework: ASCII, Silvercote, Hayes, Hauser and Kenda. If you wish to use any other format, you will need to have it quoted.

 

SO-1140               Sales Order Invoice Import Utility  

Is a utility designed to import data from a file matching one of the supported formats into Sales Order Invoice Data Entry.

 

SO-1170               Item Entry In SO To Create Customer Pricing Record 

Sales Order module will create a Customer Item Pricing record with Price Method ‘Override’ each time an Inventory Item is entered onto a Sales Order. If a record already exists for the Customer/Item combination, the quantity tier associated with the quantity being ordered will be refreshed with the new Unit Price.

 

SO-1172               Component Items Not Resorted During Sales Order Entry 

               

SO-1173               Item Pricing by Total Quantity 

Allows the price of Inventory Items entered on a Sales Order to be recalculated using one of the following methods: •Total Quantity of all items in a Product Line •Total Quantity of all items on the Sales Order •Sum of the Quantity Ordered •Total Quantity of all items that reference the same IM-1077 UDF •Total Quantity of all items in a Category Code.

 

SO-1175               Lot/Serial Distribution Entry from Sales Order 

Provides the ability to distribute Lot Numbers and Serial Numbers during Sales Order Entry. This Extended Solution is integrated with the Bar Code module’s S/O Invoice Import.

 

SO-1179               Standard Order From Master Order 

Allows the user to set the quantity to zero while creating Standard Orders from Master Orders. • Modifies the prompt line while on the ‘Quantity Ordered’ field to display: the Master Order’s ‘Original’ quantity and ‘Balance’ quantity, this standard Sales Order’s ‘Quantity Ordered’ and the ‘Qty Available’ for the warehouse referenced. • Has an option to delete item lines from Standard and Back Order type Sales Orders if the ‘Quantity Ordered’ and ‘Quantity Back Ordered’ fields equal zero, and

 

SO-1180               Picking Sheet Printing For Orders Being Invoiced 

Chains Sales Order Picking Sheet Print Selection to Invoice Entry, allowing you to print picking sheets for orders that are currently being invoiced. Batch processing is supported.

 

SO-1183               Drop Ship Warehouse For Sales Order and Purchase Order 

Provides for an alternate method of Drop Shipping Inventory Items, which will record accounting events in the Inventory module.

 

SO-1198               Picking Sheet Printing to Multiple Warehouse Printers 

Adds the ability to print Picking Sheets to printers designated by warehouse.

 

SO-1207               Component Editing before Kit Explosion 

Allows you to manipulate the components of a Bill of Material Kit (add or delete components, change the quantity ordered, change the warehouse) prior to Kit explosion. You can also recalculate the Kit’s Unit Price based on a markup percent from the components’ average costs.

 

SO-1217               Commission Tables by Discount Rate 

Adds the ability to set up and maintain a commission table that reflects discounts from an Item’s Standard Price by Customer, Item or Product Line along with the corresponding commission rate. In Sales Order entry and S/O Invoice entry, the commission rate is then applied as a line Item commission rate via Sage Extended Solution SO-1055: Commissions by Line Item.

 

SO-1224               Enhanced Customer Memo Handling in Sales Order 

Adds the ability to merge memo text into the starting lines of a Sales Order. Additionally, Customer Memo Maintenance has been modified to allow the entry of comment codes in braces { }. They will be replaced by the comment text when you exit the memo.

 

SO-1226               Item Memo Pop-Up 

Pops up a window of all memos for the Inventory Item as you exit the Inventory Item Number field during Sales Order and Invoice Data Entry. You may only view the memos.

 

SO-1241               Invoices With Multiple Due Dates 

Allows up to five due dates to be assigned to designated terms codes during S/O Invoice Entry. A percentage of the invoice amount can be designated due for each of the due dates.

 

SO-1242               Sales Journal Update To Create Inventory Transfers 

Adds the ability to create Inventory Transfers for S/O Invoices that either reference particular A/R Divisions or contain Customers who have been selected for this processing via a Custom Office UDF.

 

SO-1250               Automatic Next Order/Invoice Number by Division 

Allows you to specify the ‘Next’ Sales Order and Invoice Number by Division.

 

SO-1269               Back Orders Allowed By Customer 

Adds the ability to specify on a Customer level whether or not back orders are allowed.

 

SO-1271               Authorized Purchase Control by Customer 

Prevents specified customers from purchasing individual items and/or purchasing from specific product lines. OR allows only specified customers to purchase certain items and/or from specific product lines.

 

SO-1274               Master Orders To Impact On Sales Order 

Causes Master Order Balance Quantities to appear in the I/M Warehouse Quantity On S/O Bucket. The I/M Open Sales Order Inquiry has been changed to display Master Orders.

 

SO-1284               Print Control For On Hold Customers 

Adds protection for the printing of sales orders and picking sheets when a customer is on Credit Hold. The Custom Office Module must be installed in order for this Extended Solution to function.

 

SO-1288               Enhanced Auto Generate Invoice Function 

Adds the following possible functionality to Auto Invoice Generation: • ability to automatically assign the Sales Order Number as the Invoice Number • select by Terms Code • select by a range Sales Order Line Promise Dates • select by a range of Warehouses • select either Standard Orders or Back Orders • recalculate freight • list the sales orders to be selected as opposed to a range.

 

SO-1295               Other Orders Warning Message 

Displays a warning message if a Customer entered has any other standard Sales Orders or Backorders on file.

 

SO-1311               Enhanced Sales Journal Update Cost Determination 

Makes the following change to Sales Journal Processing: when an item’s Valuation Method is Average and the item’s Average Cost is equal to zero, the program will use the zero Average Cost.

 

SO-1321               Customer Retail Pricing in Sales Order  

Sales Order module uses an Inventory Item’s Retail Price instead of the Standard Price for Customers flagged as Retail Customers in Sales Order Entry and S/O Invoice Entry.

 

SO-1324               Discount from Order Total Within Product Line 

Adds the ability to maintain Price Discounts by Product Line from Customer Maintenance.

 

SO-1326               Salesperson Account Substitution 

Adds the ability to substitute an account segment into the COGS account and Sales account for each salesperson.

 

SO-1327               Sales Order Invoice Export Utility 

Exports S/O Invoice data for a specific Customer to an ASCII text file.

 

SO-1328               Hold Flags For Sales Orders  

Allows you to place orders on specific types of ‘hold’: Terms Hold, Credit Hold and Margin Hold.

 

SO-1333               Line Item Discount Validation by product Line 

Adds the ability to default and validate Line Item Discount Percent by Product Line. The Product Line Maintenance has been enhanced with a ‘More’ button. The Sales Order and S/O Invoice Data Entry Line Discount Field has been enhanced with a Lookup feature and validation against data entered in Product Line Maintenance. A new button has been added to ‘Refresh’ Discounts for all lines with matching product lines.

 

SO-1349               Back Order Utility for Sales Order 

Adds a new ‘Back Order Fill Utility’ to the Sales Order Setup menu.

 

SO-1351               Lot/SN Cost Field in Credit Memos  

Adds a Unit Cost field to Lot/Serial Distribution Entry for Credit Memo type Sales Order Invoices. This field will be used for all of the cost postings during Sales Journal Update.

 

SO-1354               Commission Rate Table by Salesperson/Customer/Item # 

Add a new Commission Rate Maintenance Program to Sales Order Setup which allows the user to specify Commission Rate by Salesperson/Customer/Item Number.

 

SO-1355               Qty Checking in Quote Conversion & Auto Generation 

Allows quantity checking to be created from the Quote conversion process as well as the S/O ‘Auto performed on all standard Sales Orders Generate Orders’ menu option.

 

SO-1356               UOM Lookup to Display Only I/M Masterfile UOMs 

Modifies the Unit of Measure lookup in Sales Order Entry to only list the Standard UOM, Sales UOM and Purchase UOM set up in the IM Masterfile.

 

SO-1358               Enhanced Bill Explosion & Printing for Sales Order 

Explodes standard Bills of Material as well as Kits and Phantom Bills in Sales Order Entry and consolidates identical items on a Crystal report using a new data file.

 

SO-1359               Modified Pricing & Posting for Sales Order 

Adds an additional five fields to Inventory Item Pricing. These fields will hold a dollar amount and will be incorporated into the item’s price. A separate General Ledger posting will take place during Sales Journal update. This posting will encompass a specified General Ledger Account for the new fields, and a Discount Account for the individual item’s discount.

 

SO-1369               E-Mail Alerts for Purchases By Product Line  

Will notify specified parties by e-mail that an order has been logged which contains specific conditions which warrant further actions in order for specific lines on the order to be considered for shipping.

 

SO-1370               Enhanced Qty Available Checking in Invoice Entry 

Modifies Sales Order Invoice Data Entry to calculate Available Quantity ‘on the fly’ for each Inventory line’s Item/Warehouse, compares it to the Quantity Ordered, and presents you with a window listing any line number, Item Number, and Quantity Ordered not ‘Shipped Complete.’

 

SO-1373               Sales Order Line Warehouse Change Utility 

               

SO-1375                Warehouse Default by Ship To ZIP Code 

               

SO-1381               Inventory Item Unit Cost by Line in Order Entry 

Allows entry of the Unit Cost field on a Sales Order/Sales Order Invoice line. The unit cost from the pricing record will default to the unit cost on the line and will be used during Sales Journal Update.

 

SO-1385               Order Total Discount by Order Total Amount 

Fills the Total Discount field with a value based on the order’s total dollar amount before Freight and Tax. This Extended Solution is not compatible with SO-1173: Item Pricing by Total Quantity.

 

SO-1386               Quotation Entry 

Adds a new ‘Quotation Entry’ menu option to the Sales Order Main Menu.

 

SO-1394               Additional Order and Invoice Number Series 

Allows you to define multiple series of Sales Order or Invoice Numbers. These series will begin with up to six user-defined alphanumeric characters. During Sales Order or Invoice Entry, key in those alphanumeric characters in the Order Number or Invoice Number field and click the ‘#’ sign to produce the new Order Number or Invoice Number.

 

SO-1396               Negative Lot/Serial Distribution in Invoice Entry 

Allows negative lot/serial tier distribution on standard invoices.

 

SO-1403               Custom Office UDF Smart Calcs for Order Entry  

Displays the running total results of three different calculations in three specified Sales Order Header Custom Office User Defined Fields. You should arrange these UDFs on the bottom of the Lines Tab using Custom Office. One UDF will also write to the Freight field on the Totals Tab.

 

SO-1404               Enhanced Shipping Data Entry 

Adds four new options: Removes the restriction and/or warning against processing Orders in Shipping Entry when a Customer is on Credit Hold or has exceeded his or her Credit Limit. Prevents freight recalculation when a specified Order Header UDF is set to a particular value. Issues audible alerts any time the user over ships a line or selects an item that is not on the order Default all lines to the color of red, and then to change to black as they are shipped.

 

SO-1409               Shipping Data Entry Integration with SO-1099 

Allows you to access S/O Invoices from Shipping Data Entry. Sage Extended Solution SO-1099: ‘On Demand’ Sales Order Fill Report must be installed and enabled for this Extended Solution to function.

 

SO-1412               Sales Order Line Creation From Purchase Orders  

Allows users to copy lines from multiple Purchase Orders onto a Sales Order.

 

SO-1417               Maintain Split Commissions by Customer 

Allows you to set up default Split Commission records by Customer.

 

SO-1419               Freight Rate as Percentage of Order/Invoice Total 

Maintains a Percentage for each Ship Via. Used in conjunction with the ‘Base Amount’ field, the system will assess freight as either a percentage of the Order/Invoice total amount or the Base Amount, whichever is greater.

 

SO-1421               Alternate Update for Misc. Charges/Items 

Causes Misc Charge lines to be excluded from the Order/Invoice Total.

 

SO-1422               Salesperson Commission Rate by Ship To Code 

Modify Sales Order Entry. S/O Invoice Entry. or Shipping Data Entry to default the Salesperson Commission Rate from a Customer Ship To UDF value. if the Customer Ship To UDF for Salesperson Commission Rate is not equal to zero.

 

SO-1423               Salesperson Commission Overrides by Line 

Allows you to maintain two Salespersons and their corresponding Commission Rates by line and the ‘Ship To’ Salesperson on a line can be replaced with a default Salesperson specific to the Customer/Item Number combination on the line.

 

SO-1425               Default Credit Card Amount to ´Shippable´ Amount 

Process Credit Card charges for ‘Shippable’ Amounts. ‘Shippable’ is defined as the difference between the Quantity Ordered and the Quantity Back Ordered on each line.

 

SO-1428               Enhanced Ship Complete for Shipping Data Entry 

Adds a ‘Ship Complete Sales Order’ prompt to Shipping Data Entry, when the order type is Standard.

 

SO-1429               Quantity Checking in Shipping Data Entry 

Will perform quantity checking during Shipping Data Entry.

 

SO-1430               Globally Set S/O Line UDFs by Product Line 

Allows you to globally set Custom Office Sales Order Line User Defined Field values by Product Line.

 

SO-1437               Paperless Office: Sales Order Invoices 

Prints Sales Order Invoices, both graphical and non-graphical, as PDF documents.

 

SO-1445               Marketing Development Fund File  

Creates a Marketing Development Fund File to be used in conjunction with Sage Extended Solution SO-1421: Alternate Update for Misc. Charges/Items. Records are added to that file through Sales Journal update of SO-1421 specific transactions. These funds can then be used by the Salesperson for marketing efforts. When the Salesperson incurs a marketing expense, the fund balance is reduced by the Accounts Payable invoice used to pay that expense. At the end of each year, any funds not used are c

 

SO-1455               Variable Kit Component Quantity 

Modifies the Component Qty Ordered for exploded Kit Items by allowing you to apply a Product Line assigned `factor` to the Kit item, thereby increasing the Quantity Ordered of each component.

 

SO-1457               Dollar Amount Discounts for Sales Order Lines 

Modifies the Sales Order Discount Line field to allow for entry of a dollar amount rather than a percentage.

 

SO-1458               S/O Line Discount Posting to General Ledger 

Modifies the Sales Journal Update to post the amount of the line's discount to a specific G/L Account. This General Ledger account can be specific to the Product Line if you have IM-1099: User Defined Fields in Product Line Maintenance installed and enabled.

 

SO-1460               Committed Items for Sales Order 

Adds the concept of consigning quantities of inventory items on a sales order for delivery now versus the quantities of those items that are on order for delivery later. Back Order processing has been removed from the Sales Journal Update: the ‘Back Ordered Quantity’ on an Order or Invoice becomes the ‘Committed Quantity.’ Quantities can be committed or de-committed manually or via a Commitment Utility.