| Item No. |
Title |
Module |
SQL |
| SO-1018 |
Promise
Date by Line Item
Under construction for 4.10. |
Sales Order |
|
| SO-1023 |
Item
Sales History
Allows you to view detailed Item Sales History
by Customer/Item Number from Sales Order Entry,
S/O Invoice Entry, A/R Customer Maintenance and
Inquiry and Inventory Item Maintenance and Inquiry. |
Sales Order |
|
| 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. |
Sales Order |
|
| 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. |
Sales Order |
 |
| SO-1033 |
Sales
Order With Vendor Information
Allows you to have either Purchase Address Information
or Accounts Payable Information included in S/O
and S/O Invoice entry. Optionally, you can elect
to have A/P Invoices created during S/O entry.
If the Purchase Address Information option is
selected, then the A/P Purchase Address Maintenance
entry of A/P Vendor Maintenance will be available
to users who do not have the Purchase Order module
installed. |
Sales Order |
|
| SO-1035 |
Enhanced
Quick Print
Sales Order Data Entry screens have been modified
in the following ways:
• ‘Quick Print’ will give you
the option to print the Picking Sheet or the
Sales Order
• The option to print a shipping label
is available after a single Picking Sheet is
printed
• The option to print a COD label is available
after ‘Quick Printing’ an Invoice
from S/O Invoice Data Entry Available in 4.10 |
Sales Order |
|
| SO-1039 |
S/O
Invoice Payment Terms |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1044 |
Exclude
Kit Components From Accounts Receivable
History |
Sales Order |
|
| 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. |
Sales Order |
|
| 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. |
Sales Order |
|
| 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 |
Sales Order |
|
| 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 multiplie |
Sales Order |
|
| SO-1053 |
Password
Protect Order/Invoice Deletion and Credit
Memos |
Sales Order |
|
| 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. |
Sales Order |
|
| 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. |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1057 |
Service
Order For Sales Orders
Adds new field to the header screen of Sales
Order and Sales Order Invoice entry for a ‘Sub-Type.’ You
can select ‘Standard’ or ‘Service’ to
indicate that this Order/Invoice is for a service
call. |
Sales Order |
|
| 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. These
totals will be display |
Sales Order |
|
| SO-1067 |
Ship
To/Ship Via by Line Item
Add new fields to Sales Order. S/O Invoice for
Ship-To Code and Ship-Via Code for each line
item. write Customer Number and Division Number
to AR_AO for crystal reporting and populate existing
records with the data fields for Customer Number
and Division. |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1069 |
Customer
Discount Rate by Line Item
Adds a new field, Customer Discount Rate, to
the Sales Order and Sales Order Invoice header
screens. The value entered in this new field
will be the default value in the Line Discount
% field for the order. Available in 4.10. |
Sales Order |
|
| SO-1071 |
Picking
Sheets with Lot/Serial Numbers |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1083 |
Incomplete
Lot Allocation On Invoices |
Sales Order |
|
| SO-1086 |
Extended
Solution Integration with TeleLink |
Sales Order |
|
| SO-1092 |
Bill
Option Description and Price on Sales
Order Forms
Allows Bill of Material Kit or Standard Option
descriptions, the corresponding prices, and the
Extended Amounts to be printed on Sales Order
and Sales Order Invoice forms. Additional functionality
is available if you have Extended Solution BM-1042:
35 Options Categories installed and enabled. |
Sales Order |
|
| SO-1094 |
Variable
Customer Deposit Account by Terms |
Sales Order |
|
| SO-1095 |
Sliding
Scale Commissions By Item
Allows commissions generated from Sales Order
invoices to be calculated on a sliding scale
based on either the gross profit percentage or
the unit price of the individual Inventory line
items. Additionally, you may calculate a line
item’s commission amount by applying the
commission rate arrived at by this Extended Solution
to the line item extension rather than using
the Inventory item’s standard commission
method. |
Sales Order |
|
| SO-1096 |
Customer
Purchase Order Number Validation in Sales
Order
Modifies the Standard Sales Order Option ‘Check
for Duplicate Customer PO Numbers’ by
• Allowing the user to prevent re-use of
a Customer P/O Number
• Telling the user on what document the
duplication was detected
• Always searching A/R Invoice History
• Optionally searching S/O Invoice Entry
Available in 4.10. |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1099 |
'ON
DEMAND' Sales Order Fill Report
Creates a report that allows you to detect which
Sales Orders can be filled ‘On Demand,’ automatically
select Picking Sheets for printing, calculate
and auto-select the number of Shipping Labels
needed for each order, create a Master Picking
Ticket Report that summarizes the Item Numbers,
Descriptions and Total Quantity for all selected
orders and generate a ‘batch’ of
Sales Order Invoices from the selected Sales
Orders. Under construction for 4.10. |
Sales Order |
|
| SO-1100 |
Enhanced
Batch Processing
Allows you to move invoices from one batch into
another via any of the following options: Available
in 4.10. Invoices may be selected individually
An entire batch (or batches) may be merged into
another batch Only Invoices noted as Complete
will be moved en masse into another batch |
Sales Order |
|
| SO-1101 |
Price/Cost
Maintenance From Sales Order |
Sales Order |
|
| 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. |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1172 |
Component
Items Not Resorted During Sales Order
Entry |
Sales Order |
|
| SO-1173 |
Item
Pricing By Total Quantity
Allows the price of Inventory Items entered on
a Sales Order to be recalculated using one of
the following methods:
•Total Quantity of all items in a Product
Line (Option 1)
•Total Quantity of all items on the Sales
Order (Option 2)
•Sum of the Quantity Ordered (Option 3)
•Total Quantity of all items that reference
the same IM-1077 UDF (Option 4)
•Total Quantity of all items in a Category
Code (Option 5) Availabe in 4.10. |
Sales Order |
|
| SO-1175 |
Lot/Serial
Distribution Entry from Sales Order
Provides the ability to distribute Lot Numbers
and Serial Numbers during Sales Order Entry.
Under construction for 4.10. This Extended Solution
is integrated with the Bar Code module’s
S/O Invoice Import. |
Sales Order |
|
| 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, and |
Sales Order |
|
| SO-1180 |
Picking
Sheet Printing For Orders Being Invoiced |
Sales Order |
|
| SO-1182 |
Cost
Override For Lot/Serials Numbers from
Credit Memos |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1184 |
EDI
Advantage Integration
Adds support for the EDI Advantage Sales Partner
enhancement from Kissinger Associates. |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1207 |
Component
Editing before Kit Explosion |
Sales Order |
|
| 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. |
Sales Order |
|
| 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. |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1232 |
Price
Refresh Utility
Adds a utility for refreshing pricing information
on all types of Sales Orders. |
Sales Order |
|
| 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. A/R Finance Charge calculation
h |
Sales Order |
|
| 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. |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1259 |
Lost
Opportunity Tracking
Tracks ‘Lost Sales’ due to insufficient
Quantity Available. |
Sales Order |
|
| SO-1261 |
10,000
Comment Codes |
Sales Order |
|
| SO-1262 |
Minimum
Gross Profit Requirement for Commissions |
Sales Order |
|
| SO-1269 |
Back
Orders Allowed By Customer
Adds the ability to specify on a Customer level
whether or not backorders are allowed. Sage Software
Extended Solution AR-1080: User Defined Fields
for A/R Customer Masterfile must be installed
and enabled in order for this Extended Solution
to function. |
Sales Order |
|
| SO-1270 |
Automatic
Lot Distribution |
Sales Order |
|
| SO-1271 |
Authorized
Purchase Control by Customer
This Extended Solution to the 200 Sales Order
module
• prevents specified customers from purchasing
individual items and/or purchasing from specific
product lines. OR
• allows only specified customers to purchase
certain items and/or from specific product lines. |
Sales Order |
|
| SO-1273 |
Remote
Site Sales Order Processing |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1281 |
Invoice
Discount Allocated To Line Sales Account
Posts the Sales Order Discount Amount to the
line referenced Sales Account. |
Sales Order |
|
| SO-1284 |
Print
Control For On Hold Customers |
Sales Order |
|
| SO-1285 |
Minimum
Amount to Access Freight Charge |
Sales Order |
|
| 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 |
Sales Order |
|
| SO-1295 |
Other
Orders Warning Message |
Sales Order |
|
| SO-1296 |
Shipping
Rates By Warehouse |
Sales Order |
|
| SO-1300 |
Sales
Order Printing By Division |
Sales Order |
|
| SO-1307 |
Direct
Ship Orders Print Bill-To Address |
Sales Order |
|
| SO-1311 |
Enhanced
Sales Journal Update Cost Determination |
Sales Order |
|
| SO-1312 |
Multiple
Tier Line Discount Calculation |
Sales Order |
|
| SO-1315 |
Zone
Delivery Charges |
Sales Order |
|
| SO-1316 |
Sales
Order Default Control
Adds the ability to modify a variety of Sales
Order Defaults. Please see the Setup section
for a listing of this Extended Solution’s
capabilities. |
Sales Order |
|
| SO-1318 |
Single
Screen Invoice Data Entry |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1320 |
Enhanced
Freight Calculation |
Sales Order |
|
| SO-1321 |
Customer
Retail Pricing in Sales Order |
Sales Order |
|
| SO-1323 |
Expired
Sales Order Purge Utility |
Sales Order |
|
| SO-1324 |
Discount
from Order Total Within Product Line |
Sales Order |
|
| SO-1326 |
Salesperson
Account Substitution |
Sales Order |
|
| SO-1327 |
Sales
Order Invoice Export Utility |
Sales Order |
|
| 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. |
Sales Order |
|
| SO-1330 |
Associated
Costs For Sales Orders |
Sales Order |
|
| SO-1331 |
Internal
Comments in Sales Orders |
Sales Order |
|
| SO-1333 |
Line
Item Discount Validation by product Line |
Sales Order |
|
| SO-1336 |
Smart
Processing For Header User Defined Fields |
Sales Order |
|
| SO-1338 |
Non
Promotional Price Preservation |
Sales Order |
|
| SO-1340 |
Commission
Rate By Customer/Salesperson |
Sales Order |
|
| SO-1343 |
Master
Order Status Report |
Sales Order |
|
| SO-1347 |
Sales
Order Totals Recalculation |
Sales Order |
|
| SO-1349 |
Back
Order Utility for Sales Order |
Sales Order |
|
| SO-1350 |
Back
Orders Appended to Standard Orders |
Sales Order |
|
| SO-1351 |
Lot/SN
Cost Field in Credit Memos |
Sales Order |
|
| SO-1354 |
Commission
Rate Table by Salesperson/Customer/Item
#
Add a new Commission Rate Maintenance Program
to Sales Order Setup which allows the user to
specify Commission Rate by Salesperson/Customer/Item
Number. |
Sales Order |
|
| SO-1355 |
Quantity
Checking for Auto Generation |
Sales Order |
|
| SO-1356 |
UOM
Lookup to Display Only I/M Masterfile
UOMs |
Sales Order |
|
| SO-1358 |
Crystal
File to Combine Component/Item Quantities |
Sales Order |
|
| SO-1359 |
Modified
Pricing & Posting for Sales Order |
Sales Order |
|
| SO-1360 |
Marketing
Credit Processing for Sales Order |
Sales Order |
|
| SO-1361 |
Customer
Price Record Maintenance in Repeating
Orders |
Sales Order |
|
