Non-supported ReleaseNon-supported Release
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Creating Order Types

You use sales order types as a way of classifying and sorting your sales orders. In addition to classification, you can configure a sales order type to prevent the fulfillment of a sales order. This feature is valuable when you have, for example, a sales order that you typify as a demonstration order. You can prevent the accidental fulfillment of this order by prohibiting fulfillment of this type of order. In order to fulfill this order, you would simply reclassify the order as another type of order.

Getting to the TransactionGetting to the Transaction

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Sales Order Types.

Click [New] to open the New Sales Order Type window.

Basic InformationBasic Information

Complete the following fields as appropriate:

Order type: Brief code designating the type of sales order.

Description: Brief description of the sales order type. The description field displays in e-automate after the sales order type is selected.

Category: Category of sales order type. Currently, Standard is the only category.

Fulfill sales order – uncheck for demo types, rental types, etc.: When checked, this sales order type is allowed to be fulfilled by users with appropriate permissions. When unchecked, e-automate prevents the fulfilling of this type of sales order.

Allow prebilling of order: When checked, this sales order type is prebilled on the order.

Completing the TransactionCompleting the Transaction

Verify the Active checkbox is selected.

Click [OK] to save the sales order type.