| SO-1003 | Automatic Next Customer Number |
| | Adds the ability to maintain a separate Next Customer Number series for the Automatic Next Customer Number for Sales Order Entry, Sales Order Invoice Entry, RMA Entry and RMA Receipt Entry. You can also setup an exclusive Division Number, which works with either this series or the standard series of next customer numbers. Available in 4.10. |
| SO-1008 | Purchase Order Number Required |
| SO-1010 | Sales Order Data Entry Tracking By User ID |
| | Adds a pop up window to Sales Order Data Entry and Sales Order Quote History Inquiry that contains the names of the users who created or last modified the sales order, or converted a quote to a standard order as well as the date and time of each action. From Sales Order Quote History Inquiry a fourth line is displayed showing the name of the user who deleted the Sales Order and the date and time it was deleted. These fields are ‘display only’ and cannot be accessed by the user. |
| SO-1011 | Three Tier Discount on Sales Order |
| SO-1017 | S/O Line Print Suppression |
| SO-1018 | Promise Date by Line Item |
| SO-1020 | Condensed Print Capability ForSales Order FORMs |
| SO-1029 | Sales By Salesperson/Product Line Report |
| | Creates a report (see Specific Purpose Rule) detailing Sales information per period. The report may be sorted by Salesperson/Product Line or Salesperson/Customer Number/Product Line. |
| SO-1032 | Customer Deposits and Payment Types in Sales |
| | Allows pre-paid deposits or multiple payment types of deposits from A/R Cash Receipts to be applied to a customer’s Sales Orders. Additionally, terms codes may be assigned default values for Payment Type and Price Level. If Sage Software Extended Solution SO-1113: Enhanced S/O Header UDFs is installed and enabled, you will have access to the SO-1113 UDFs when creating new Sales Orders from A/R Cash Receipts Entry. |
| SO-1039 | S/O Invoice Payment Terms |
| SO-1041 | Price Change Protection |
| | Allows you to require a password to enter a Unit Price of an Inventory Item that is at or below the Standard Cost or Retail Price (depending on Setup) for that item during Sales Order Line Item Entry and/or Sales Order Invoice Line Item Entry. |
| SO-1044 | Exclude Kit Components From Accounts Receivable History |
| SO-1047 | Commissions To Use Alternate Cost/Price |
| | Calculates commission amounts using an Alternate Cost/Price. The Alternate Cost/Price used may be the ‘Last Cost,’ ‘Loaded Cost’ (if you have IM-1166 installed and enabled), or ‘Standard Cost’ and/or the ‘Undiscounted Price’ (the item’s price exclusive of any entered line discount). The only commission amounts affected are those calculated for inventory items having a commission method which uses ‘Unit Cost’ or the extension as part of its commission calculation. |
| SO-1050 | S/O Weight and User Defined Category Item |
| | Adds a floating window to the Lines tab of Sales Orders and Sales Order Invoices. For Inventory Item lines, it displays Weight Each, Weight Extended (Quantity Ordered times Weight Each), Order Total Weight and a User Defined Inventory Category Code: Each, Extended Amount and Order Total. |
| SO-1051 | Salesperson Commission by Product line and Item Number |
| | Adds a new entry screen to A/R Salesperson Maintenance for entering Salesperson Commission by Product Line or Item Number. During the commission calculation in the Pre Sales Journal Update, Salesperson Commission by Item Number will take precedence over Salesperson Commission by Product Line and Salesperson Commission by Product Line will take precedence over standard MAS 90 MAS 200 Inventory Item commission calculation. If no Salesperson Commission by Product Line/Item Number records are found |
| SO-1052 | Automatic Addition of Charge Code |
| | Allows for a Misc. Charge Code to be automatically added to Orders and/or Invoices when you exit the Line Item Entry Tab. This Misc. Charge could be: 1) A flat fee 2) With IM-1077: User Defined Fields for Inventory Masterfile installed and enabled, the result of a calculation of I/M item Quantities multiplied by a value in an IM-1077 UDF, then summed for the Order or Invoice. 3) The result of a calculation of IM1 ‘Retail Price’ multiplied by a percentage specified in Setup, and then multiplied. |
| SO-1053 | Password Protect Order/Invoice Deletion and Credit Memos |
| SO-1054 | Sales Order/Invoice Line Item Sorting Options |
| | Lines may be sorted by: • Item Number • Warehouse/Bin Location/Item Number • Item Category Code • Vendor Number • Item Description • Product Line/Item Number • Item Number/SO Detail UDF after exiting, under construction for 4.10. |
| SO-1055 | S/O Commissions by Line Item |
| | Allows commission rates to be overridden in Sales Order and S/O Invoice entry on a line item basis. Available in 4.10. |
| SO-1056 | Sales/Cost Of Goods Posted By Department |
| | Adds the new ‘Department Number’ field to the header section of Sales Order and Sales Order Invoice entry. The Department Number segment can be substituted in G/L Sales or COGS Account Numbers on Sales Orders or Invoices. Available in 4.10. |
| SO-1063 | Credit Validation Export/Import |
| SO-1066 | Sub-Totals/Running Totals On Sales Orders and Invoices |
| | Creates either Running Totals or Subtotals during Sales Order and Invoice Line Entry. A RUNNING TOTAL is defined as the total of all quantities or extended amounts from the top of the order/invoice up to the RUNTOT comment line. A SUBTOTAL is defined as all of the quantities and amounts between two SUBTOT comment lines. These totals can be any combination of the: Total Quantity Ordered, Total Quantity Shipped, Total Quantity Back Ordered or Total Order Extension. |
| SO-1068 | Kit Explosion To Convert Components to Items |
| | Changes the way that Kit Items are processed. Additional functionality is available if you have Sage Software Extended Solution SO-1017: S/O Line Print Suppression, or SO-1119: General Ledger Account Number Override by Code installed and enabled. Under construction in 4.10. |
| SO-1073 | Default Warehouse by Customer or by User ID |
| | Allows each User/Group and Customer to have a default warehouse. The default warehouse may be entered in Customer Masterfile Maintenance or in the Create/Maintain Customer option of Sales Order and Sales Order Invoice entry. The default warehouse will then be used on the Sales Order and Sales Order Invoice header screens. |
| SO-1083 | Incomplete Lot Allocation On Invoices |
| SO-1090 | Additional Sort Files For Invoice History |
| SO-1097 | Terms Code By Line Item In Sales Order |
| | Adds a new A/R Terms Code field for each line item (except comment lines) on Sales Orders and Sales Order Invoices. Additionally, if the Inventory Maintenance module is installed, you may specify an Inventory Item user defined category to use as the default Terms Code for Inventory line items. |
| SO-1101 | Price/Cost Maintenance From Sales Order |
| SO-1114 | Terms Discount By Product Line |
| SO-1119 | General Ledger Account Number Override by Code |
| | Allows you to maintain a list of Override Codes which can be applied at a document level or a line level to change the Cost of Goods Sold and Sales Accounts. This Extended Solution requires Custom Office to be installed. Availabe in 4.10. |
| SO-1121 | Multiple Sales Orders On Single Invoice |
| | Enables one Sales Order Invoice to be created containing line items from multiple Sales Orders for the same customer. |
| SO-1123 | Import Utility For Sales Order |
| SO-1170 | Item Entry In SO To Create Customer Pricing Record |
| SO-1172 | Component Items Not Resorted During Sales Order Entry |
| SO-1179 | Standard Order From Master Order |
| | Allows the user to set the quantity to zero while creating Standard Orders from Master Orders. • Modifies the prompt line while on the ‘Quantity Ordered’ field to display: the Master Order’s ‘Original’ quantity and ‘Balance’ quantity, this standard Sales Order’s ‘Quantity Ordered’ and the ‘Qty Available’ for the warehouse referenced. • Has an option to delete item lines from Standard and Back Order type Sales Orders if the ‘Quantity Ordered’ and ‘Quantity Back Ordered’ fields equal zero. |
| SO-1180 | Picking Sheet Printing For Orders Being Invoiced |
| SO-1183 | Drop Ship Warehouse For Sales Order and Purchase Order |
| | Provides for an alternate method of Drop Shipping Inventory Items, which will record accounting events in the Inventory module. |
| SO-1195 | Additional Invoice History Fields from S/O |
| SO-1198 | Picking Sheet Printing to Multiple Warehouse Printers |
| | Adds the ability to print Picking Sheets to printers designated by warehouse. Available in 4.10. |
| SO-1204 | Enhanced Bill To Entry |
| SO-1207 | Component Editing before Kit Explosion |
| SO-1217 | Commission Tables by Discount Rate |
| | Adds the ability to set up and maintain a commission table that reflects discounts from an Item’s Standard Price by Customer, Item or Product Line along with the corresponding commission rate. In Sales Order entry and S/O Invoice entry, the commission rate is then applied as a line Item commission rate via Sage Extended Solution SO-1055: Commissions by Line Item. |
| SO-1224 | Enhanced Customer Memo Handling in Sales Order |
| | Adds the ability to merge memo text into the starting lines of a Sales Order. Additionally, Customer Memo Maintenance has been modified to allow the entry of comment codes in braces { }. They will be replaced by the comment text when you exit the memo. Available in 4.10. |
| SO-1226 | Item Memo Pop-Up |
| | Pops up a window of all memos for the Inventory Item as you exit the Inventory Item Number field during Sales Order and Invoice Data Entry. You may only view the memos. |
| SO-1232 | Price Refresh Utility |
| | Adds a utility for refreshing pricing information on all types of Sales Orders. |
| SO-1241 | Invoices With Multiple Due Dates |
| | Allows up to five due dates to be assigned to designated terms codes during S/O Invoice Entry. A percentage of the invoice amount can be designated due for each of the due dates. The program defaults the Due Dates and Percentages for each of the five possible entries from the Terms Code Masterfile. During the aging process, one invoice balance could fall in up to five different aging categories, depending on the number of tiers used and the age of the invoice. |
| SO-1242 | Sales Journal Update To Create Inventory Transfers |
| | Adds the ability to create Inventory Transfers for S/O Invoices that either reference particular A/R Divisions or contain Customers who have been selected for this processing via a Custom Office UDF. |
| SO-1250 | Automatic Next Order/Invoice Number by Division |
| | Allows you to specify the ‘Next’ Sales Order and Invoice Number by Division. Available in 4.10. |
| SO-1259 | Lost Opportunity Tracking |
| | Tracks ‘Lost Sales’ due to insufficient Quantity Available. |
| SO-1273 | Remote Site Sales Order Processing |
| SO-1274 | Master Orders To Impact On Sales Order |
| | Causes Master Order Balance Quantities to appear in the I/M Warehouse Quantity On S/O Bucket. The I/M Open Sales Order Inquiry has been changed to display Master Orders. |
| SO-1281 | Invoice Discount Allocated To Line Sales Account |
| | Posts the Sales Order Discount Amount to the line referenced Sales Account. |
| SO-1284 | Print Control For On Hold Customers |
| SO-1288 | Enhanced Auto Generate Invoice Function |
| | Adds the following possible functionality to Auto Invoice Generation: • ability to automatically assign the Sales Order Number as the Invoice Number • select by Terms Code • select by a range Sales Order Line Promise Dates • select by a range of Warehouses • select either Standard Orders or Back Orders • recalculate freight • list the sales orders to be selected as opposed to a range. |
| SO-1295 | Other Orders Warning Message |
| SO-1311 | Enhanced Sales Journal Update Cost Determination |
| SO-1312 | Multiple Tier Line Discount Calculation |
| SO-1315 | Zone Delivery Charges |
| SO-1319 | Smart Processing On Sales Order Line UDFs |
| | Adds specific ‘smart’ calculations to the UDFs of SO-1014. See the Operation section below for specific information regarding these calculations. Sage Software Extended Solution SO-1014: Sales Order Line User Defined Fields must be installed and enabled in order for this Extended Solution to function. |
| SO-1321 | Customer Retail Pricing in Sales Order |
| SO-1324 | Discount from Order Total Within Product Line |
| SO-1326 | Salesperson Account Substitution |
| SO-1327 | Sales Order Invoice Export Utility |
| SO-1328 | Hold Flags For Sales Orders |
| | Adds the ability to place orders on specific types of ‘hold’: Terms Hold, Credit Hold and Margin Hold. |
| SO-1333 | Line Item Discount Validation by product Line |
| SO-1343 | Master Order Status Report |
| SO-1349 | Back Order Utility for Sales Order |
| SO-1351 | Lot/SN Cost Field in Credit Memos |
| SO-1355 | Quantity Checking for Auto Generation |
| SO-1356 | UOM Lookup to Display Only I/M Masterfile UOMs |
| SO-1358 | Crystal File to Combine Component/Item Quantities |
| SO-1359 | Modified Pricing & Posting for Sales Order |
| SO-1366 | Available to Promise |
| SO-1369 | E-Mail Alerts for Purchases By Product Line |
| SO-1370 | Enhanced Qty Available Checking in Invoice Entry |
| SO-1372 | SO-1113 UDF Sequencing by Order Type |
| SO-1373 | Sales Order Line Warehouse Change Utility |
| SO-1375 | Warehouse Default by Ship To ZIP Code |
| SO-1381 | Inventory Item Unit Cost by Line in Order Entry |
| | Add a new Unit Cost field to Customer Pricing in I/M Pricing Maintenance. |
| SO-1385 | Order Total Discount by Order Total Amount |
| SO-1386 | Quotation Entry |
| SO-1394 | Additional Order and Invoice Number Series |
| | Allows you to define multiple series of Sales Order or Invoice Numbers. These series will begin with up to six user-defined alphanumeric characters. During Sales Order or Invoice Entry, key in those alphanumeric characters in the Order Number or Invoice Number field and click the ‘#’ sign to produce the new Order Number or Invoice Number. |
| SO-1396 | Negative Lot/Serial Distribution in Invoice Entry |
| SO-1403 | Custom Office UDF Smart Calcsfor Order Entry |
| SO-1404 | Enhanced Shipping Data Entry |
| | Adds four new options: • To remove the restriction and/or warning against processing Sales Orders in Shipping Data Entry when a Customer is on Credit Hold or has exceeded his or her Credit Limit. • To not recalculate freight when a specified Sales Order Header Customer Office UDF is set to a particular value • To issue audible alerts any time the user over ships a line or selects an item that is not on the order • To default all lines to the color of red, and then to change to black. |
| SO-1409 | Shipping Data Entry Integration with SO-1099 |
| | Allows you to access S/O Invoices from Shipping Data Entry. Sage Extended Solution SO-1099: ‘On Demand’ Sales Order Fi |
Note: If you need an earlier version that is not listed here, please contact us at 858-550-5900 x133
