Maconomy Workspace Client Help

Credit Orders Tab

This section includes the fields and descriptions for the Credit Orders tab.

Credit Order Island

Field Description
Order No. This number is the sole and absolute identification of the credit order. Maconomy automatically allocates the next available order number. The number cannot be changed manually, but you determine how sales and credit order numbers (which share the same number series) are allocated in the Numbers window.
Order Mode Here you select the order mode, that is, how the quote is relayed to the customer, for example, “By telephone,” “By Fax.” You maintain order modes in the Popup Fields window in the Set-Up module.
Sales Person Here you enter the number of the employee who is sales representative on the credit order. Maconomy automatically suggests the sales representative who normally sells to this customer, retrieving the number from the customer information card. You can change the number.

If you cannot remember the number, you can use the search functions in the Find menu.

This field also displays the sales person’s name. Maconomy retrieves it from the Employees window in the Set-Up module using the specified sales person number.

Received by Here you enter the name of the employee who spoke with the customer about the credit order. Maconomy suggests the name of the user, but you can change it. You must enter a name.

Ship to Address Island

Field Description
Customer In this field, you enter the number of the customer who returns the items in connection with the crediting. Maconomy checks that the customer has been created in Maconomy and, if the system parameter “Aut. company specific customer creation” has not been marked in the Set-Up module, if the current customer has been created as a company specific customer for the company responsible for the contract. If this parameter has not been marked, the customer has to be created as a company specific customer in the window Company Specific Customer Information Card before orders can be created with the current combination of customer and company. Furthermore, Maconomy checks that the customer has not been blocked in the window Payment Information in the A/R module.

When you press Return, Maconomy retrieves various information from the customer’s information card in the Accounts Receivable module and suggests the values in corresponding fields here. You can change most of it.

The other lines in this field show the customer’s name and address. These are retrieved from the customer‘s information card. You can change the information on the current credit order.

The customer number can be changed up until lines have been created in the credit order. If you change the customer number, Maconomy will update the credit order with various information from the customer information card and will derive the dimensions for the card part of the credit order again. If charges have been specified on the credit order, the ship-to customer can only be changed to a customer using the currency already specified on the credit order.

Attn. This is the customer’s attention person the person to whom shipping information is directed. It is retrieved from the customer’s information card. The name can be changed here.
Country This is the customer’s country. It is retrieved from the customer’s information card. It can be changed here.
Phone This is the customer’s telephone number, retrieved from the customer’s information card. It can be changed here.
Fax This is the customer’s fax number, retrieved from the customer’s information card. It can be changed here.
Telex This is the customer’s telex number, retrieved from the customer’s information card. It can be changed here.
E-mail This is the customer’s e-mail address, retrieved from the customer’s information card. It can be changed here.

Status Island

Field Description
Approved If this field is marked, the credit order is approved. To approve a credit order, select the action “Approve Credit Order.” The credit order must be approved before you can print a returns list or a credit memo.

You can only mark this field by selecting the action “Approve Credit Order.”

Date Credited This is the date the credit order is credited. The date cannot be changed here.

Credit Order Total Island

Field Description
Price This is the price total of the item lines on the credit order. The value cannot be changed here.
Weight This is the total weight of the item lines on the credit order. The value cannot be changed here.

If you have Maconomy Bill of Materials, and the item on the line is a BOM without inventory control, Maconomy uses the weight of the BOM parts on the highest level with inventory control in the total credit order weight. Any weight entered for the BOM header on its item information card is not used.

Volume This is the total volume of the item lines on the credit order. The value cannot be changed here.

If you have Maconomy Bill of Materials, and the item on the line is a BOM without inventory control, Maconomy uses the weight of the BOM parts on the highest level with inventory control in the total credit order weight. Any weight entered for the BOM header on its item information card is not used.

Price Island

Field Description
Currency Here you select the currency of the credit order. Maconomy suggests the value from the Customer Information Card, but you can change it. The currency can be changed for the current credit order up until the first item line is entered, or a charge is specified.

You maintain currencies in the Popup Fields window in the Set-Up module.

Exchange Rate Date In this field, you can specify the exchange rate date for the calculation of prices in currency on the credit order. The exchange rate date is also used in the calculation of charges. When a credit order is created, Maconomy automatically suggests today’s date in this field if the system parameter “Fix exchange rate at order creation” has been marked. However, you can change or delete the exchange rate date at any time whether the field has been completed automatically or not.

If this field contains a date, all prices on the current credit order will be calculated using the exchange rate valid on the specified date. This way, the same exchange rates and thereby the same currency prices are used throughout the order process, ensuring that, for example, the amount credited matches the amount on the original invoice.

If you leave this field empty, prices will be calculated using the exchange rate valid at the time of the price calculation.

Currency prices are calculated when lines are created, and recalculated when updating lines and when printing information such as credit memos. Changing or removing the currency may therefore result in variances between the credited amount and the amount invoiced or appearing on another printout.

Price List Here you select a sales price list. Maconomy suggests the value from the Customer Information Card, but you can change it. The pop-up field only shows existing sales price lists, that is, sales prices lists created in the Price Lists window in the Inventory module. If you select “blank,” Maconomy calculates prices from costs and gross margins.

If you select another price list than the one suggested, Maconomy verifies that you have user access to doing so. Access to changing price information, and thus price lists, is given to users in the window Actions in the Set-Up module.

If you select a price list in a different currency from the credit order, Maconomy alerts you of the inconsistency. The prices from the price list you select here will be converted to the currency of the order, using the exchange rate table currently valid in the system.

If you use a price list with a currency that is different from the currency used in connection with the credit order, Maconomy will give you a warning. In such cases, the prices stated in the price list will be recalculated to the currency of the quote using the exchange rate table for sale.

Price Step Here you can select a price step in the price list at which to price the items in the credit order. Step “6” is the highest. Maconomy suggests the value from the customer’s information card, but you can select another. This field only applies if you enter a value in the Price List field.

If you select another price step than the one suggested, Maconomy verifies that you have user access to doing so. Access to changing price information, and thus price step, is given to users in the window Actions in the Set-Up module.

Note, that if the “Fixed Price Step” field in the System Information window is marked, and if you enter a value between 1 and 6, Maconomy will always suggest the price on the given price step, regardless of whether the quantity would normally justify a lower price because of a quantity discount.

If the “Fixed Price Step” field is not marked, Maconomy applies the highest price step the order quantity justifies.

If you select another invoice discount % than the one suggested, Maconomy verifies that you have user access to doing so. Access to changing price information, and thus discounts, is given to users in the window Actions in the Set-Up module.

Any invoice discount is deducted from the item sum. This is shown on the credit memo.

Keep Price In this field, you can specify the value which Maconomy should suggest in the corresponding field on each line created in the table part. On the lines, the field determines whether a change in quantity should cause the current unit price or discount percentage to be recalculated. For further information, see the description of the field “Keep Price.”

When you create a credit order, Maconomy suggests the value from the corresponding field in the customer information card, but you can change it for the current credit order.

Invoice Discount % Here you can enter an invoice discount percentage. Maconomy suggests the value from the Bill To or Ship To Customer’s information card, depending on whether or not you have marked the “Inv. Disc. from Bill to Cust.” field in the System Information window. You can change the suggested value.

Charges Island

Field Description
Charge 1 Here you can select a charge. Maconomy suggests the value from the “Charge Code 1” field in the Customer Information Card, but you can change it here.

In the window Charges you can enter the charge codes which should be available in this pop-up field, and you can define the texts, percentages and/or amounts to be attached to each charge. If a charge is specified to be a one-time charge, the charge will be removed from the order when crediting is made later in the process.

The charge amount can be calculated on the basis of the information in the selected charge code, or it can be entered manually. In the latter case, the field “Maintain” is automatically selected. The charges in the quote are not calculated, until you select the action “Calculate Charges.” You have to select this action if you want to see the charges expected on the subsequent invoice.

You can select the action several times for the same quote. This may be necessary if lines are added to the quote, or the charge codes are changed. When the action is selected, the charges are calculated for the entire quote, including manually entered amounts. You may however maintain the amount of any charge by selecting the corresponding field “Maintain,” for example, if you have agreed on a fixed charge amount, which is not necessarily the same as the calculated amount.

When you print external order papers, such as quotes, order confirmations, and invoices, only charges where the field “Maintain” is not marked are recalculated automatically. However, please note that the charges calculated as a result of a printout are only displayed on the printout, as the amounts are not updated on the quote.

If you change the charge code or the fixed charge amount, Maconomy verifies that you have user access to doing so. Access to changing price information, and thus to change charge codes and charges, is given in the window Actions in the Set-Up module.

Charge 2 This field applies to charge 2, and it functions in the same way as the “Charge 1” field described above.
Charge 3 This field applies to charge 3, and it functions in the same way as the “Charge 1” field described above.
Charge 4 This field applies to charge 4, and it functions in the same way as the “Charge 1” field described above.

Account Information Island

Field Description
Changed This field shows whether you have changed any of the information suggested by Maconomy in the above fields. Maconomy marks the field if you have changed information in any of the following fields: “Tax,” “Price List,” “Price Step,” “Invoice Discount %,” and all the fields in the Charges island. Maconomy also registers changes in the amount and discount fields in the table part. The value cannot be changed.

If you have Maconomy Bill of Materials, Maconomy registers any changes to prices or discounts of BOM parts made in the window Order Lines.

Document Archive Island

Field Description
Document Archive In this field, you can assign a document archive to the credit order in question. By assigning a document archive to a credit order you can keep track of the various documents related to the credit order. Document archives are created in the window Document Archives in the Set-Up module. See the description of that window for further information on the use of document archives.

This field also shows the description of the specified document archive.

Document Count This field shows the total number of documents in the Document Archive.

Job Cost Island

Field Description
Credit in Job Cost You can mark this field to show that the order is to be credited in the Job Cost module. You can only mark the field if the order is assigned to a job. However, if a job has been closed, it is neither possible to assign a credit order nor create a credit order for the job unless the job is first reopened in the Job Cost module

If you mark the field, it will not be possible to select “Print Credit Memo.” Instead you can use the action “Transfer to Job Cost.” When you post the credit memo, Maconomy creates the relevant job entries in the Job Cost module, which can then be invoiced and credited. Maconomy creates an entry for every order line. When you make external printouts, you can choose whether to print the job entries/registrations on a line each or sum them up by activity.

If the system parameter “Invoice Orders with Job Numbers in Job Cost” has been marked, this field is automatically marked if you specify a job number in the field “Job No.” below. Subsequently removing the job number will cause the field to be unmarked.

Please note that this field must be marked, if you enter the number of a job using the invoicing method “Fixed-price” in the below field “Job No.,” as crediting concerning fixed-price jobs should always be credited on account. The invoicing method selected for a given job is displayed in the window Job Parameter Selection.

Job No. Here you can enter the number of a job from the Job Cost module to assign the credit order to a job. Certain jobs might, for example, involve item returns to Maconomy’s Inventory module, in which case you can register the return in this window and assign the credit order to the relevant job here.

If you enter a job number when creating a credit order, and you leave the field “Customer No.” blank in the island Ship to Address, the credit order is automatically assigned to the same customer as the job.

If you do not mark the “Credit in Job Cost” field, the credit order is credited separately in the Sales Orders module, but the sales figures are transferred to the job.

If you enter a job number here, and the system parameter “Invoice Orders with Job Numbers in Job Cost” has been marked, the field “Invoice in Job Cost” above is automatically marked, and subsequently removing the job number will cause the field to be unmarked.

Maconomy verifies that the job is neither blocked nor closed. If the ship-to customer number is the same for the job and the credit order, Maconomy alerts you. If there are lines on the order before it is assigned to a job, you must also enter a value on the order lines.

Please note that if you enter a job using the invoicing method “Fixed-price,” you must mark the field “Credit in Job Cost” as creditings concerning fixed-price jobs should always be credited on account.

Activity No. In this field, you can enter the number of an activity from the Job Cost module if the order is assigned to a job. This activity number will be suggested on lines created in the table part.

Maconomy verifies that the activity exists and that it is an amount activity. If you enter a value in the “Job No.” field, you must enter a value here.

Task In this field, you can enter the name of a task, if the credit order is linked to a job. This task will be suggested on lines created in the table part.

Statistics to Tax Authorities Island

Field Description
EU Sale This field must be marked if the credit order is for an EU sale. If the “Sales List System Report” field in the System Information window is marked, Maconomy will mark this field if the bill-to customer is from another EU country and is not subject to paying tax, that is, the “Tax” field is not marked. If this field is marked, the credit order will be included in your quarterly report to the EU Sales List System.
Intrastat Reg. Here you can specify whether to include the credit order in your monthly report to Intrastat. If the “Intrastat Export Report” field in the System Information window is marked, Maconomy suggests a mark here if the bill-to customer is from another EU country and is not subject to paying tax, that is, the “Tax” field is not marked.
EU Trade Type Here you can enter either “Normal” or “Triangulation” to indicate the EU trade type. Triangulation means you act as agent for a vendor in another EU country and a customer in third EU country. Credit order amounts from triangulation are not included in the EU sales on your tax specification, but are reported separately to the Sales List System. The value is copied from the bill-to customer’s information card, but can be changed here.
Nature Here you select which transaction to report to Intrastat. They are created in the Popup field window in the Set-Up module.
Customs Document In this field, you can enter the number of any customs document which pertains to the current credit order. If the credit order was created on the basis of an invoice in the window Invoice to Credit Order, and the sales order which underlies the invoice in question is assigned to a customs document, the number of the customs document is displayed in this field. You can, however, change the number to assign the credit order to another existing customs document.

Order Linking Island

Field Description
Main Order No. This field displays a main order number if the current credit order is linked to a main order. If the credit order was created on the basis of an invoice in the window Invoice to Credit Order, and the sales order which underlies the invoice in question is linked to a main order, then that main order number will be displayed in this field. If the credit order was created in any other way, the value in this field is always 0.

Extra Fields Island

Field Description
Popup 1-5 In these fields, you can specify further information regarding the credit order and the current customer. You might, for example, specify a “hold” code or information about substitution items. Maconomy suggests the value of the corresponding fields in the customer’s information card, but you can change the values for the current credit order. The pop-up options are created in the window Popup Fields in the Set-Up module.

User Island

See the chapter “Getting Started” for a description of the fields in the island User.

Remarks Island

Field Description
Re. Invoice No. This is the invoice number, if the credit order is created from an invoice in the Invoice to Credit Order window. The number cannot be changed here.

Maconomy copies the invoice transferring all item lines to the credit order. You can adjust the item information in this window, before approving the credit order.

If you have Maconomy Bill of Materials, and one of the items is a BOM, the BOM parts are handled in the window Order Lines.

Reference Here you enter the customer contact with whom you spoke about the credit order. The name is printed on the returns list and the credit order.
Customer Here you can enter an internal note about the customer. The note does not appear on any printouts. Maconomy suggests the note from the Customer Information Card, but you can change it.
Warehouse Here you can enter an internal note to warehouse employees.
End User No. Here you enter the number of the end customer the credit order is for. If you are dealing with an end customer sale, which is determined by order mode, you must complete the field. It is an end customer sale if the “End User Required” field is marked in the Popup Fields window in the Set-Up module for the order mode. It is only possible to enter the number of an end customer in the Accounts Receivable module to which the customer on the credit order is registered. You can use the search functions in the Find menu if you cannot remember the number.

The field is used if your credit order is for a customer who deals with end customer. Information on your end customers is managed in the End Users window.

Billing Address Island

Field Description
Bill to Customer Here you can enter the number of a bill-to customer. Maconomy suggests the bill-to customer from the ship-to customer’s Customer Information Card, but you can change it. Maconomy verifies that the customer exists in the Accounts Receivable module.

The two customers are not the same, if items are being returned by one customer and credited to another.

The other lines in this field show the customer’s name and address. Maconomy retrieves the information from the Customer Information Card, and it cannot be changed here.

Attn. This is the customer’s attention person the person to whom payment information is directed. Maconomy retrieves the name from the Customer Information Card, and it cannot be changed here.
Country This is the customer’s country. It is retrieved from the customer information card. It cannot be changed here.

Settling Company Island

Field Description
Settling Company This field shows the number of the settling company that applies to the current credit memo.

If the number in this field is different from the one specified in the island Company, Maconomy will automatically create intercompany balances at the posting of the credit order. In the intercompany balance, the company in this field will be the intercompany company. However, if the system parameter “Create intercompany entries for companies with same parent company” is not marked, intercompany entries are only created if the two companies involved are not both assigned to the same parent company.

For further information about the influence of a settling company and how such a company is determined, please see the section Multiple Companies in the chapter “Introduction to the G/L Module.” Intercompany balances are described in the window Intercompany Accounts in the G/L module.

This field also shows the name of the specified settling company.

Company Island

Field Description
Company In this field, you can enter the number of the company responsible for the credit order. If you do not enter a value manually, Maconomy will attempt to derive a value, using the order of priority set up in the window Dimension Derivations in the G/L module. If no value can be derived, the standard value is transferred from the window System Information in the Set-Up module.

If the company in this field is different from the one shown in the island Settling Company, Maconomy will automatically create intercompany balances at the posting of the credit order. In the intercompany balance, the company in this field will be the responsible company. However, if the system parameter “Create intercompany entries for companies with same parent company” is not marked, intercompany entries are only created if the two companies involved are not both assigned to the same parent company.

See the sections on dimension derivation and multiple companies in the chapter “Introduction to the G/L Module,” and the window Intercompany Accounts in the G/L module for a further description of the concepts of dimension derivation, responsible companies and intercompany balance.

This field also shows the name of the specified company.

Delivery Island

Field Description
Warehouse Here you select the warehouse to which the items are being returned. Maconomy suggests the sales warehouse from the Customer Information Card, but you can change it. The pop-up field only shows existing warehouses, that is, warehouses created in the Warehouse Information Card window in the Inventory module.

Note, you can only select one warehouse here.

Stock Location No. In this field, you can specify the location in the current warehouse at which the returned items are to be received. This location will apply to those lines in the table part where the stock location field is left blank. If a stock location is specified on a given line, it overrules any location specified in this field. When you create an order or change the warehouse in the card part of the order, Maconomy suggests the standard receiving location specified for the selected warehouse, but you can specify another location.

It is not possible to create a warehouse transaction for the order until you have either entered a location in the card part or on the individual item lines.

Carrier Here you select how the items are to be returned. Maconomy suggests the carrier from the Customer Information Card, but you can change it.

You maintain carriers in the Popup Fields window in the Set-Up module.

Delivery Mode Here you select a delivery mode. Maconomy suggests the delivery mode from the Customer Information Card, but you can change it.

You maintain delivery modes in the Popup Fields window in the Set-Up module.

Delivery Terms Here you select the delivery terms. Maconomy suggests the delivery terms from the Customer Information Card, but you can change it.

You maintain delivery terms in the Popup Fields window in the Set-Up module.

Consignment Type In this field, you can select the consignment type applying to the current credit order. Maconomy will automatically retrieve the consignment type on the customer information card for the current customer, but the consignment type can be changed here. The field can be used for statistics, but has no significance for consignments and destination control, as a credit order cannot be assigned to a consignment.

Consignment types are maintained in the window Popup Fields in the Set-Up module.

Destination No. In this field, you can specify the number of a destination to which the current credit order is related. The field can be used for statistics, but has no significance for consignments and destination control, as a credit order cannot be assigned to a consignment.
Charge Table In this field, you can select a charge table to be used for charge calculation. The field is transferred from the customer information card when the credit order is created.
Charge Table % In this field, you can enter a charge discount percentage. A discount percentage entered in this field will be applied in addition to the one which can be specified in the charge table. The field is transferred from the customer information card when the credit order is created.

Crediting Island

Field Description
Batch Credit You can mark this field if you wish to credit the order in a batch in the Print Credit Memo window. Maconomy marks the field automatically, but you can remove the mark.

In the Crediting Listing window you can change the mark for individual credit orders.

Pref. Credit Memo Date Here you can enter a preferred credit memo date. If you leave the field blank, Maconomy suggests today’s date. If you enter a date, it will be used for the credit memo. Maconomy verifies that the date is within the open posting interval, entered in the System Information window in the Set-Up module.

You can change the date in the Crediting Listing window.

The date is always determined this way, regardless of whether the credit order is credited directly in this window or whether it is credited in a batch in the Print Credit Memo

Customer Information Island

Field Description
Department Here you select the department that relates to the current sales order. Maconomy suggests the value from the Ship To or Bill To customer’s information card, depending on whether or not you have marked the “Dept. from Bill to Cust.” field in the System Information window. You can change the suggested department.

You maintain departments in the window Posting References in the G/L module.

Customer Group This is the customer group to which the customer is assigned. The value is retrieved from the customer information card. It cannot be changed here.
Language Here you select the language code of the credit order. Maconomy suggests the value from the customer’s information card, but you can change it. The language code allows you to print credit memos in different languages. See also the descriptions of the “Description Lang. 1,” “Description Lang. 2,” and “Description Lang. 3” fields in the Description island in the Item Information Card window in the Inventory module.

You can use the language code to print credit memos in different languages. Maconomy’s layout editing tools can be used to create different language layouts. You can select different language codes in the Print Credit Memo window.

You define language codes in the Popup Fields window in the Set-Up module.

Tax If this field is marked, the sales order is taxed. Maconomy suggests the value from the customer’s information card in the Accounts Receivable module, but you can change it.

If you change the value, Maconomy verifies that you have user access to doing so. Access to changing price information, and thus the value here, is given to users in the window Actions in the Set-Up module.

Tax No. Here you enter the customer’s tax number. Maconomy suggests the value from the bill-to customer’s information card in the Accounts Receivable module, but you can change it. If a validation rule is assigned to the tax number field in the window Rules of Validation in the Set-Up module, Maconomy will validate the tax number upon entry or change. If you enter a new bill-to customer, Maconomy retrieves the new tax number.
Cust. Payment Mode In this field, you can specify a payment mode for the credit order. When you create collection orders in the Banking module, Maconomy will set off credit memos against invoices on which the same bill-to customer and customer payment mode have been specified.

Maconomy suggests the customer payment mode specified on the bill-to customer’s information card, but this can be changed.

Customer payment modes are created in the window Customer Payment Modes in the Banking module.

Global Location No. If the customer on the current credit order has requested that you use a specific global location number on the credit memo, you can specify the location number in question here. The number specified here will be transferred to the credit memo created from the current order. Maconomy suggests the global location number specified in the window Company Specific Payment Information for the customer in question, but you can change it here if the location number to be used in connection with the current credit order is not the same as the standard location number of the customer.

For further information about the concept of global location numbers, see the introduction to the window Company Locations in the G/L module.

Enterprise Here you can attach the credit order to an enterprise or group of companies. Maconomy automatically suggests the value from the customer information card, but you can choose another. The field is used for statistics.
Segment In this field, you can assign the credit order to an industry segment. Maconomy automatically suggests the value from the customer information card, but you can choose another. The field is used for statistics.
Area In this field, you can assign an area to the order. Maconomy automatically suggests the value from the customer information card, but it is possible to change that value.
Company Tax Code In this field, you can specify a company tax code created in the window Popup Fields. The field is used by Maconomy for determining the tax code to be used in the calculation of tax for the current credit order, as the reporting code is part of the criteria for the selection of a tax code in the window Tax Tables in the G/L module. At this selection, Maconomy uses the tax table specified for the responsible company of the credit order. This tax table is selected in the window Company Information. However, the tax code is only selected from a tax table, if you have specified that tax tables which are specified in the window System Information are to be used, and only if the company responsible for the credit order is assigned to a tax table. If no tax table has been specified for the responsible company or if you use differentiated tax, and you do not use tax tables, Maconomy uses the tax code specified for the individual item in the window Item Information Card in the Inventory module or, in the case of charges, the tax code specified for the individual charge in the window Charges. If you use neither differentiated tax nor tax tables, Maconomy uses the standard tax code specified in the window System Information in the Set-Up module.

When posting credit memos, the reporting code is used for determining which tax report entries to create when crediting. Based on the tax report entries, you can create tax reports showing the tax and tax basis entries assigned to a given tax report field. However, this kind of reporting can only be made if extended tax reporting has been selected in the window System Information.

The value in this field is transferred from the customer information card, but can be changed here.

Dimensions Island

Field Description
Location In this field, you can enter a value for the dimension Location. If you do not enter a value manually, Maconomy will attempt to derive a value, using the order of priority set up in the window Dimension Derivations in the G/L module. If no value can be derived, the standard value is transferred from the window System Parameters in the Set-Up module. See the chapter “Introduction to the G/L Module” and the window Dimension Derivations for a further description of dimension derivation.

The dimension information is used on the customer entries created when the invoice journal is posted.

Entity The functionality of this field is similar to the functionality of the field “Location” above.
Project The functionality of this field is similar to the functionality of the field “Location” above.
Purpose The functionality of this field is similar to that of the field “Location” above.
Spec. 1-3 The functionality of these fields is similar to that of the field “Location” above.
Local Spec. 1-3 The functionality of these fields is similar to that of the field “Location” above.

Subscription Order Island

Field Description
Subscrip. Order No. If the order was created automatically from the Subscription module, this field will contain a subscription order number. If the order originates from the Subscription module, the order cannot be edited in this window, but should be done in the Subscription module.

Contact Management Island

Field Description
Campaign No. In this field, you can enter the number of a campaign if the current credit order is connected to a certain campaign in the Contact Management module. If you enter a campaign number, Maconomy transfers the number to lines that are then created in the table part. The campaign number can be used for, for example, statistical purposes.

Copying Island

Field Description
Customer No. In this field, you can enter the customer number to be used on the copy of the current order. If you specify a number, Maconomy will get the latest customer information from the A/R module. If you do not complete the field, the customer number and the customer information on the current order is transferred to the new copy. If you specify a customer number, Maconomy automatically recalculates the prices on the copy unless you complete the field “Maintain Prices” in this island.
Warehouse In this field, you can select a warehouse to be used on the copy. Maconomy suggests the warehouse specified on the current order, but if you enter another customer number in the field “Customer No.” in this island, Maconomy gets the warehouse specified on the customer information card of the customer in question.
Company No. In this field, you can select a company to be responsible for the copy. If you do not enter a value, the company responsible for the current order is used on the copy.
Currency In this field, you can select a currency to be used on the copy. If you select a currency, Maconomy automatically recalculates the prices on the copy unless you complete the field “Maintain Prices” in this island.

If the user does not have access to changing prices, the value in this field cannot be changed.

Price List In this field, you can select a price list to be used on the copy. If you select a price list, Maconomy automatically recalculates the prices on the copy unless you complete the field “Maintain Prices” in this island.

Maconomy suggests the price list specified on the current order, but if you specify another customer number in the field “Customer No.” in this island, Maconomy gets the price list specified on the customer information card of the customer in question.

Price Step In this field, you can specify a fixed price step to be used on the copy. If you specify a price step, Maconomy automatically recalculates the prices on the copy unless you complete the field “Maintain Prices” in this island.

Maconomy suggests the price step specified on the current order, but if you specify another customer number in the field “Customer No.” in this island, Maconomy gets the price step specified on the customer information card of the customer in question.

Job No. In this field, you can specify a job number to be used on the copy.

Note that if a job has been closed, it is no longer possible to create an order for the job unless the job is first reopened in the window Jobs in the Job Cost module.

If you complete this field, you must also complete the field “Activity No.” in this island.

Activity No. In this field, you can specify an activity number to be used on the copy.
Task In this field, you can specify a task to be used on the copy.
Maintain Prices If you complete this field, the prices on the lines of the current order will also be used on the copy. If you do not complete the field, or if you have specified a customer, currency, price list or price step, Maconomy calculates the prices on the copy.