This field displays the method of shipment for this sales transaction.  The default value is provided from the parameters you entered in the Address Maintenance record for the customer or from the parameters you entered in the Information page of the Customer Maintenance record. Accept or amend the default value in this field.  You may click the List box button to select a different ship via code.

This field displays the point at which the ownership of the goods is transferred to the customer. The default value is provided from the parameters you entered in the Customer Address Maintenance record designated as the Shipping Address or from the parameters you entered in the Information page of the Customer Maintenance record, if the Shipping Address field is blank. Accept or amend the value in this field.  You may click the List box button to select a different F.O.B. code.

If you track revenue by salesperson, you must enter a salesperson number in this field. This is the salesperson who will be credited with a commission, if there is any, from this sale.

Enter in this field the corresponding customer’s purchase order number for this sales order.

Enter in this field the name of the person who is placing the order. The default value is from the last order or invoice from the same customer.

Assign to this recurring sales order template either an Active or Inactive status. You cannot generate sales orders from recurring sales order templates assigned with inactive status.

Assign in this field the frequency of occurrence of the transaction. The default frequency is Monthly. You can accept the default frequency or click the List box button to select the frequency on which the system will generate the sales order.  

To illustrate, assume that the current date is September 15 and you entered Monthly in this field while setting up this recurring sales order template. If you generate the sales orders for the period range August 15 to September 30 in the Generate Recurring SO function, the system will generate two (2) sales orders, one dated August 15, the other dated September 15.

Enter in this field the number of times you allow users to generate sales orders from this recurring sales order template. You may enter any number from 0 to 999999999. AccountMate automatically updates this field when you update the End Recurring Date field.

Enter in this field the next date when you need to generate a sales order from this recurring sales order template. The default value in this field is the current system date; however, you may change the default date.  

The date in this field serves only as a reminder as to when you need to generate a sales order because the system will not automatically generate the sales orders when this date comes.  You must access the Generate Recurring SO function to generate a sales order. The system updates this date by one cycle each time you generate a sales order from this template.

Mark this checkbox if you want to designate the next recurring date as the last day of any given month. This field will be disabled if you entered Weekly in the Recurring Cycle field and/or you entered in the Next Recurring Date field any date other than the last day of the month.

Enter in this field the date when you want to stop generating sales orders from this recurring sales order template. The end recurring date must be greater than or equal to the next recurring date. AccountMate automatically updates this field when you update the Number of Cycles field.

This read-only field displays the date when you last generated a sales order from this recurring sales order template. This field is blank until a sales order is generated from this template.

The warehouse that you enter in this field will be the default warehouse for the inventory items that you will enter in the Line Items page. The default warehouse value is from the customer record. If you have activated the Inventory Control module, you can enter a different warehouse in this field or you may click the Lookup button to select a different warehouse.

If you selected the Commission Based on SO/Invoice option in the SO Module Setup function, this field will be enabled. Accept or amend the default commission code for the sales order that will be generated from this template or click the List box button to to select a different commission plan. The default commission code comes from the customer record.

Enter in this field a discount rate for the line items of the sales order that will be generated from this template. This discount rate will still be compared by the system to the maximum discount rate that you have entered in the inventory item’s record. It will use the lower discount rate as the default value in the Discount % field in the Line Items page.

Mark this checkbox if you want the prices on each sales order generated from this template to be the same as the prices entered in this template at the time it is saved. Omit the check mark if you want the prices on the sales orders to be based upon the pricing hierarchy that will be followed by the system.

Mark this checkbox if you want that the sales order generated from this template will be put on hold from being shipped by default.

Enter in this field the system remark number that contains the appropriate remark for this sales order template. You may click the List box button to select a different system remark. When you enter a valid remark number, the system automatically displays the corresponding remark in the area below this field. You may directly enter in this area any remark that you want for this sales order template.

Enter in this field the system remark for the invoice that will be created for the sales order that will be generated from this template.  You may click the List box button to select a different invoice remark or you may directly enter a remark in the area below this field.