Whenever Orders or Credit Notes are being posted, the Options function on the Header window makes a series of transaction Options available.

Allows you to choose between batching orders or processing them immediately. Some of the options are only available when an order is processed immediately, so when the batch order option is selected they are greyed out or removed from the screen.

This option enables you to assign Stock to this Sales Order, thereby reserving the stock and making it unavailable for other orders. This option works in combination with the Global option in Security Profiles Only deliver allocated stock. If you have set the system option to Only deliver allocated stock you can use this transaction option to choose between allocating Stock to orders immediately or batching the order and using the Stock Allocations window to assign stock to your most important orders first.

Switches off the prompt to print Delivery Notes when processing orders that are not batched. When ticked the processing of Invoices updates the Stock Module with deliveries without the need to print a Delivery Note.

Provides the option to automatically batch the Sales/Purchase Ledger invoice that would be created when an order is processed. The invoice can then be processed separately in Invoice Orders. If this option is selected, the child options will not be available:

After saving the order and printing the relevant documents, the system displays the Receipts/Payments window and automatically fills in the correct Customer Account and Gross value of the order.

After saving the order and printing the relevant documents, the system displays the Allocation window and automatically allocates the invoice.

This option displays two extra fields on the Terms window allowing the Due Date and Anticipated Receipt or Payment Date to be changed for an individual order.

Allows the system to invoice the whole order immediately, even though there may not be sufficient stock available.

Will treat the price called from the Stock or Price Record as inclusive of VAT and the system will use the VAT rate from the line to calculate Net and VAT from the stock value.

If a Currency other than the Home Currency is selected on the header window, you will be prompted to enter the price in the selected currency from which the Home value will be calculated.

Transactions can be held within the system for as long as you wish, but this takes space on your hard disk, and can slow down some reports. To avoid this, it is possible to Purge Transactions that are no longer wanted. Transactions can be purged at any time. If for any reason you want to retain transactions, they can be flagged as ‘Archive’: transactions flagged as ‘Archive’ CAN NOT be Purged.

Provides the option to stop the cursor moving to fields which are seldom changed.

Saves keying in the most used Sub Analysis Code providing the one you require has been flagged as the default. Two defaults are allowed, one for outbound and one for inbound movements. If this option is selected, the Allow Sub Analysis field to be left empty option will not be available.

Allows the Sub Analysis Code to be added later if the Sub Analysis is not known when the order is entered. If this option is used the order will be batched as incomplete until the Sub Analysis has been entered. This can affect the update of the Purchase Price, see Using Sub Analysis in Transactions. Sub Analysis codes should be added by editing the order from the batch window if the Sub Analysis codes have a different Analysis Code to the code on the main stock record. This will ensure that the Analysis code is updated and give you the option to reprint the Order Confirmation. If this option is selected, the Always Select Default Sub Analysis option will not be available.

Saves remembering or displaying available Serial Numbers before allocating a Serial Number to an order. Selection of the option Allow Serial No. to be left empty will turn off the option to Always Select First Serial Number.

Allows the Serial Number to be added later. If this option is used the order will be batched as incomplete until the Serial number has been entered. Selection of the option Always Select First Serial Number will turn off the option to Allow Serial No. to be left empty.

This option relates to the sale of items that are flagged as RTP. When this option is selected, the Cost Price entered at the time the Sales Order is entered will be used on the Purchase Order that is created using the Consolidated Requests functionality. See Consolidating Purchase Requests.

Selecting this option will allow SOP transactions to be created without the selection of a Stock Analysis code. The transactions will be batched as incomplete and will not be processed from the batch until the Stock Analysis is entered.

As for orders, this option enables you to choose between batching credit notes or processing them immediately.

Stops the Credit Note returning Stock, otherwise a Stock Movement will be created and Physical stock will be adjusted in the Stock Module. This option can be used in conjunction with the option Allow Serial No. field to be left empty to enable the production of a Credit Note for a Serial Numbered stock item for which the Serial Number is not available. A Stock Movement can then be created to move the serial number into stock when it is known.

Credit Notes batched with this option cannot be edited. If you make a mistake you will need to delete the CRN and re-enter.

This option processes transactions in a different way to the Batch Credit Note option. Batch Credit will update the physical Stock and appears in the Credit Note batch as partially processed. If Batch Credit Note only is chosen, the transaction appears in the Unallocated Stock enquiry on the Stock record, but is not included in the Unallocated Stock figure. So it does Update Stock but not in the most obvious way, hence the option Do not Update Stock.

This option will not be available if Batch Credit is selected. After saving the credit note and printing the relevant documents, the system displays the Allocation window and automatically allocates the transaction.

This option displays two extra fields on the Terms window allowing the Due Date and Anticipated Receipt or Payment Date to be changed for an individual order.

Will treat the price called from the Stock or Price Record as inclusive of VAT and the system will use the VAT rate from the line to calculate Net and VAT from the stock value.

If a Currency other than the Home Currency is selected on the header window, you will be prompted to enter the price in the selected currency from which the Home value will be calculated.

The system can save transactions for ever, or will remove completed orders from the data file as part of the purge routine. Orders flagged for archive will be retained within the system for ever, while others can be removed.

Provides the option to stop the cursor moving to fields which are seldom changed.

Saves keying in the most used Sub Analysis Code providing the one you require has been flagged as the default. Two defaults are allowed, one for outbound and one for inbound movements. If this option is selected, the Allow Sub Analysis field to be left empty option will not be available.

Allows the Sub Analysis Code to be added later if the Sub Analysis is not known when the credit note is entered. If this option is used the credit note will be batched as incomplete until the Sub Analysis has been entered. This can affect the update of the Purchase Price, see Using Sub Analysis in Transactions. If this option is selected, the Always Select Default Sub Analysis option will not be available.

Allows the Serial Number to be added later. If this option is used the credit note will be batched as incomplete until the Serial number has been entered.

The default is not selected. When Stock is moved IN, the Landed Costs are always calculated precisely, on a line by line basis. When Stock is moved IN because a SOP Credit Note has been issued, it should not be necessary to add the Landed Costs to the value of the Stock as this has already been accounted for in the sale price of the goods i.e. the value of the credit note. If not selected, when a SOP Credit Note is processed, the Landed Costs will not be updated. If selected, when a SOP Credit Note is processed, the Landed Costs will be updated. Please also refer to the Help topic Landed Cost Calculations.

Selecting this option will allow SOP transactions to be created without the selection of a Stock Analysis code. The transactions will be batched as incomplete and will not be processed from the batch until the Stock Analysis is entered.