System Parameters Group Sales Orders

This section describes the system parameters under the Sales Orders group.

Parameter	Description
Approve order when conv. quote	If this parameter is enabled, orders created because of converting a quote are automatically approved. However, the order is only approved if the user who converts the quote has access to approving orders. If this parameter is disabled, or if the conversion is done by a user who does not have access to approving orders, the quote will be converted to a non-approved order.
Approve packing list in two steps	Using this system parameter, you can specify whether the approval of a packing list should result in the creation of a packing slip and thus a delivery. If this parameter is disabled, the approval of a packing list in the Packing Lists workspace will result in the creation of a packing slip and the delivery of the packed items. If this parameter is enabled, the approval of a packing list will not cause the delivery of items as the packing slip must be created separately by selecting Print Packing Slip, Release for Invoicing, or Print Invoice actions. The parameter can, for example, be used if you use destination control and you wish to print out a complete packing slip for all orders included in a consignment. Marking this parameter will ensure that last minute order changes and creation of orders will be included in a packing slip printed just before the shipping of a consignment.
Automatically assign order line to consignment
Fix exchange rate at order creation	In this parameter, you can specify whether the date used for determining the valid exchange rates should be fixed at the creation of quotes, sales orders, and credit orders, so that the same exchange rates are used for the calculation of currency amounts throughout the order process. If you enable this parameter, Maconomy will automatically enter today's date in the Currency Date field when you create a quote, sales order, or credit order. This way, you ensure that, for example, the quote price or the order confirmation price matches the price calculated in connection with invoicing later in the process, as the same exchange rate is used. If this parameter is disabled, Maconomy will suggest a blank currency date when quotes, orders, and credit orders are created, and currency prices are thus calculated using the exchange rates valid on the date upon which the calculation takes place. Note that the currency date can be changed at any point in the order process, whether the field is blank, completed manually or completed by Maconomy because of enabling this parameter. For the description of the Currency Date field, see the Quotes, Sales Orders, and Credit Orders workspaces.
Set Quantity Returned to Zero	In this parameter, you can specify whether the default value suggested by Maconomy in the Return field on credit order and credit memo lines should be zero or the quantity credited. If you enable this parameter, Maconomy always suggests a returned quantity of zero. If you disable this parameter, Maconomy suggests the value specified in the Credited field on the credit order or credit memo line.
Reset Quantity to Pack to Zero	In this field, you can specify that the number for packing should be set at zero when sales order lines are created, either because of converting a quote or by adding order lines in the Sales Orders workspace.
Split Order Lines Automatically	This parameter is used for specifying whether the Split Lines Automatically field should be marked by default when a quote or order is created. If you enable the parameter, the field is also marked on quotes and orders created manually in the Sales Orders module. Similarly, the system parameter also functions as a default value for the Split Order Lines field in the Update Item Reservations workspace in the Inventory module.
Check Price List Currency	Using this parameter, you can select whether Maconomy should issue a warning if the currency on a quote, sales order, credit order, invoice, credit memo, subscription order, item purchase order, or job does not correspond to the currency in the selected price list.
Include zero amount lines on printouts	If you enable this parameter, the printouts of quotes, order confirmations, packing slips, draft invoices, invoices, main order invoices, draft credit memos, and credit memos will also show lines where the ordered/credited quantity of the item is zero. If this parameter is disabled, lines with an ordered/credited quantity of zero are not included on the printouts mentioned above.
Invoice Orders with Job Numbers in Job Cost	If you enable this parameter, specifying a job number in the Job No. field in the tab of a quote, a sales order, or a purchase order also causes the Invoice in Job Cost field to be selected automatically. Similarly, removing the job number from a quote, sales order or credit order will cause the Invoice in Job Cost field to be cleared.
Line Price on Invoice Lines for On Account Invoices
Take Delivery Date On Invoice Lines Directly From Order Line	When this system parameter is enabled, the delivery date on invoice lines is taken directly from the order line. Note that this is not normally recommended, and that the standard functionality is to set the date to the last delivery date from the order line.