Defining order types

Order types determine the processing stages for orders, and you must define your order types before you can enter and process orders. Each time you enter a product order, you must select a defined order type. Order types that have been assigned orders cannot be deleted.

Order types fall into one of four system-defined order type categories:

  • Standard
  • Debit Memo
  • Credit Memo
  • Pro-Forma

You can define an unlimited number of order types for each order type category.

The category selected for an order type determines the available Type Options, or order processing stages, for the order type. Of the available Type Options, you select which are required, and you determine if an order type affects inventory. Order types are defined on the Order types window.

Do the following to define order types:

  1. In the Advanced Accounting Console, go to Settings > Commerce > Set up tables > Order types.
  2. Click New.
  3. Enter a Code for the order type.
  4. Enter a Description for the order type.
  5. Enter a description of the invoice in the Invoice Desc field.
  6. Select a category for the order type from the list of Categories:
    • Standard – Enable to classify an order type as a standard order.
    • Debit Memo – Enable to classify an order type as a debit memo order.
    • Credit Memo – Enable to classify an order type as a credit memo order.
    • Pro-Forma – Enable to classify an order type as a pro forma order. Create pro forma order types only after defining standard order types. This allows you to specify a valid standard order type in the Convert to Order Type field on the Order Status Defaults window (go to Settings > Commerce > Configure commerce options and click Order Staging) for converting pro-forma orders to standard orders.

    7. The category selected determines which Type Options are displayed when defining an order type.

  7. Enable the applicable Type Options:
    • Affect Inventory – Enable if you want the order type to affect product inventory. For example, a standard order would reduce a product's physical inventory, and a credit memo order would increase a product's physical inventory if the Affect Inventory option were enabled.
    • Print an Invoice – Enable if you want the order type to generate a printed invoice for invoiced orders.
    • Pick List – (Displays for standard orders only) Enable to process the order type through the Print pick list order processing stage. A Pick List will print for the order type.
    • Shipping Paper – (Displays for standard orders only) Enable to process the order type through the Print shipping papers order processing stage. Shipping papers (Packing Slips) will print for the order type.
    • Print a Quote – (Displays for pro forma orders only) Enable to process the order type through the Print quotes order processing stage. An order Quotation will print for the order type.
    • Convert to Order Type – (Displays for pro forma orders only) Enter the default order type for converted pro forma orders.
  8. Click Save.