Sales Order and RMA Enhancements
S/O Deferred Revenue Posting (SODR)
Allows future Revenue and Deferred Revenue postings to the General Ledger to occur during the S/O Sales Journal Update.
S/O Shipping Integration (SOSI)
Integrate your shipping software system with your Sage 100 Sales Order shipping system. UPS Worldship and FedEx Shipping Manager are both supported out of the box, but other shipping software packages can be easily integrated with this enhancement.
S/O Sales Order Data Entry Tracking By User ID (SO-1010)
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.
S/O Weight and User Defined Category Item (SO-1050)
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.
S/O Kit Explosion to Convert Components to Items (SO-1068)
Changes the way exploded Kits are processed in Sales Order and Sales Order Invoice Entry. The components become regular inventory lines while the kit line will either be deleted or will become: a special Item, a discounted item, a regular item or a non-discounted item depending on what you specify.
S/O Bill Option Description and Price On SO Forms (SO-1092)
Modifies Sales Order and Sales Order Invoice work files with additional fields for printing the Bill of Material Option Category Number, Option Code Number, Option Code Description (lines 1 and 2), the corresponding price associated with the selected Option Code, and the price extension.
S/O Standard Order from Master Order Enhancement (SO-1179)
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.
S/O Component Editing before Kit Explosion (SO-1207)
Allows you to manipulate the components of a Bill of Material Kit (add or delete components, change the quantity ordered, change the warehouse) prior to Kit explosion. You can also recalculate the Kit’s Unit Price based on a markup percent from the components’ average costs.
S/O Commission Rate Table by Salesperson/ Customer/Item (SO-1354)
Adds a Commission Rate Maintenance program which allows you to specify Commission Rate (percentage or flat dollar amount) by combinations of salesperson/customer/item number. An Effective Date can be associated with the record which will be compared with Invoice date to determine which commission record to use.
S/O Modified Pricing & Posting for Sales Order (SO-1359)
Adds an additional five fields to Inventory Item Pricing. These fields will hold a dollar amount and will be incorporated into the item’s price. A separate General Ledger posting will take place during Sales Journal update. This posting will encompass a specified General Ledger Account for the new fields, and a Discount Account for the individual item’s discount.
S/O Additional Order and Invoice Number Series (SO-1394)
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.
S/O Enhanced Shipping Data Entry (SO-1404)
Removes the restriction and/or warning against processing Orders in Shipping Entry when a Customer is on Credit Hold. Prevents freight recalculation when a specified Order Header UDF is set to a particular value. Issues audible alerts any time the user over ships a line or selects an item that is not on the order.
Default all lines to the color of red, and then to change to black as they are shipped.
S/O Kit Component Display Suppression (SO-1451)
Enhances Sales Order Entry and Invoice Data Entry to display only those Kit Component Lines that have their ‘Print Component’ flags in Bill Of Materials checked. Sales Order Inquiry, Order/Quote History Inquiry and A/R Invoice History have also been similarly enhanced.
S/O Committed Items for Sales Order (SO-1460)
Adds the concept of consigning quantities of inventory items on a sales order for delivery now, versus the quantities of those items that are on order for delivery later. Back Order processing has been removed from the Sales Journal Update: the ‘Back Ordered Quantity’ on an Order or Invoice becomes the ‘Committed Quantity.’ Quantities can be committed or de-committed manually or via a Commitment Utility.
S/O Delivery Scheduling for Sales Orders (SO-1473)
Allows you to establish delivery calendars for trucks. These calendars will hold the specific days of the week which are available for delivery as well as the maximum number of deliveries allowed per day. Each calendar’s delivery area is restricted by Zip Code.
S/O Segment Substitution by Header Warehouse (SO-1536)
This enhancement to the Sales Order module will look to the warehouse on the document header to obtain the correct substitution values – when warehouse segment substitution applies to an Inventory item’s Sales Account, and COGS (cost of goods) Account on a sales order or sales order invoice.