Sales and Distribution Setting
One Sales and Distribution Setting per company. Each tick here changes how the sales screens behave for that company: which columns the order lines show, which tabs appear, which checks Save makes, whether a delivery raises its invoice by itself, and whether an order plans production.
- Where
- Sales and Distribution › Setting › Sales and Distribution Setting (SDSE)
- Who uses it
- The implementation consultant
- When
- At setup, before the first quotation or order; again when a client asks for a behaviour
- Needs first
- The company, and, for auto-invoicing, the customer invoice journals (Transaction Journal)
What it is for
The sales screens read this document for the company you are logged in to. A company with no setting gets every switch off.
The one rule people get wrong: most switches only show or hide something. A ticked column switch shows a column; it does not make the value required. The switches that change what Save does are named as such below.
Every field in plain words
Controlling › Required On Line
| Field | What it does |
|---|
| Special Indicator | Shows the Special Indicator column on the order lines |
| Item Variant | Nothing. The screens no longer read it |
| Color/Size/Style | Shows the Color, Size and Style columns |
| Part Number, Catalog Number | Two switches whose labels are missing in the configuration. They show the Part Number and Catalog Number columns |
| Customer Reference | Shows the Customer Reference Line column. It always shows on a Return Order |
| Packaging | Shows the Packaging and Packaging Quantity columns on a Sales Order |
| Discount | Shows Discount %, Discount Amount, Net Price and Net Amount on the lines of orders and sale agreements |
| Taxzone | Shows the Tax Zone column |
| Calculate Cost | Shows the Cost column and fills it with the item's cost; a quotation turned into an order brings the cost along |
| Cost | Nothing. The screens no longer read it |
| Margin / Profit | Show the Margin and Margin (%), Profit and Profit (%) columns |
| Reservation | Shows Reservation Type and Reservation Quantity on Sales Order lines |
| Cross-Warehouse Reservation | Changes Save. Automatic reservation looks for stock and open purchase orders in every site and warehouse, not only the line's |
| Search Name | Shows the Search Name column |
| Required Date | Makes the order's Required Date mandatory |
| Accept Over Delivery | Changes the delivery. An item issue may go beyond the order line by up to the item's sales over-delivery percentage. Off, it cannot go beyond the line |
| Required Season Code | Shows the Season Code column, and Save requires a season code on items marked to need one |
| Required Promotion & Rewards | Changes Save. Switches the Promotions & Rewards engine on for Sales Orders and Return Orders: the Reward button, the question before Save, and the reward bookkeeping |
| Field | What it does |
|---|
| Sales Structure & Demographics | Shows the full Sales Structure & Demographics tab on orders and quotations; off, only Sales Group and Sales Taker show |
| Term Condition (switch) / Term Condition | Shows the Terms & Conditions tab; a new order takes the Term Condition picked here |
| Pricing Group Currency | Shows Pricing Group Currency on the lines, and lets a line be priced in its price list's currency and converted to the order's |
| Sales Associate | Shows the User Defined Fields tab: Consultant, Contractor, Architect |
| Allow Multiple Sales Order of Sales Quotation | Lets a sales order copy a quotation's lines itself, and keeps the quotation editable after an order is generated |
| Required Sale Agreement on Sales Order | Shows the Sale Agreement field on every Sales Order |
| Required Unique Customer Reference No on Sales Order | Changes Save. Refuses a Customer Reference already used on another order of the same customer. Ticked on a new setting. The reference WOPO is always allowed |
Back Dates
| Field | What it does |
|---|
| Backdate Entries | Changes Save. A new Sales Order cannot be dated more than Backdate Limit (Days) before today, and a saved order's Posting Date can no longer change |
| Backdate Limit (Days) | How many days back. Editable only with Backdate Entries ticked |
Quotation Validity
| Field | What it does |
|---|
| Quotation Validity | Fills a quotation's Date of Expiry from its Posting Date |
| Quotation Validity in Days | How many days to add |
General
| Field | What it does |
|---|
| Delivery Process | Changes the delivery. Whether Item Issue To Sales Order takes its lines straight from the sales order, or from a picking list. A new setting starts on the sales order |
| Dealer Management System | Shows the Split and Payment Details tabs, and Customer and Customer for Invoice on each order line |
| Auto Create Plan from Sales Order | Changes Save. A released Sales Order keeps a Master Planning plan per site for its make-to-order items |
| Auto Create Plan & MO from Sales Order | The same, and also creates the manufacturing orders from the plan. Only one of the two may be ticked |
Auto Invoice
| Field | What it does |
|---|
| Sales Delivery For Local | Changes the delivery. Saving an Item Issue To Sales Order for a local customer raises the Customer Invoice by itself |
| Sales Delivery for Export | The same for a foreign customer |
| Transaction Journal | The customer invoice journal the automatic invoice uses. Required, and editable, once either of the two is ticked |
| Memo Journal | Changes the return. Filling it makes a Sales Return receipt raise its Customer Invoice Memo by itself, in this journal |
Free lines go on the automatic invoice only when their Special Indicator asks to be invoiced. A line already fully invoiced is left off.
Break Auto Invoice On
| Field | What it does |
|---|
| By Invoice Address, By Invoice Payment Term, By Invoice Payment Method, By Invoice Sales Organization | When one invoice is made from several orders, start a new invoice where the orders differ in this. Read by the Customer Invoice and the Customer Invoice Memo when they are made from orders |
Quotation Version
| Field | What it does |
|---|
| Required Version | Gives quotations the New Version button, see Sales Quotation |
| Prefix / Digit / Suffix | How the version is written at the end of the quotation number. Digit is required with versions on |
Required Current stock On Sales Line
| Field | What it does |
|---|
| Required Current Stock | Shows the Available column on Sales Order lines |
| View on Legal Entity / View on Site / View on Warehouse | Whether Available counts the whole company, the line's site or its warehouse. Exactly one must be ticked |
Default Parameters
One line per field to override for this company: Process Code (the screen), Object No (the field), Value (its default), Mandatory, Disable, Hidden.
Validation
One line per special validation to apply on a screen: Process Code and Special Validation, picked from the special validations of Company setup (Special Validation).
Quotation Status
One line per allowed move of a quotation's status: From Status, To Status, Allowed, Based On Approval, Reason Required. The Sales Quotation offers only the moves listed here.
- Create the document for the company.
- Tick the line columns and header tabs the client's sales team uses. Leave the rest off: fewer columns, fewer mistakes.
- Decide back-dating. Tick Backdate Entries with a small limit for a client that closes its books strictly.
- Decide delivery: issue from the order or from a picking list, and whether the issue invoices by itself. Pick the journals.
- Fill the Quotation Status grid if quotations use statuses.
- Save. Close and reopen the sales screens to see the change.
Scenarios
- A wholesaler that invoices at dispatch. Tick Sales Delivery For Local, pick the Transaction Journal, and tick By Invoice Address so one dispatch to two addresses makes two invoices.
- A furniture maker that builds to order. Tick Auto Create Plan & MO from Sales Order. Each released order plans and opens its manufacturing orders.
- A distributor whose customers reuse PO numbers. Untick Required Unique Customer Reference No on Sales Order.
What it is connected to
If something looks wrong
- "Only one of 'Auto Create Plan from Sales Order' and 'Auto Create Plan & MO from Sales Order' can be enabled." - untick one.
- "Please select Current Stock View on." - with Required Current Stock ticked, tick one of the three views.
- A switch seems to do nothing - Item Variant and Cost are not read by any screen today. The column switches act only on the screens named above.
- The change does not show - close and reopen the sales screen; it reads the setting when it opens.
EOF