sales order processing Utility Functions

SOP Parameter Maintenance

 Last Revised: 03/05/18

This program allows the operator to edit default settings for sales order processing functions.

 

 

SOP Parameter Maintenance Primary View

 

SOP Parameter Maintenance Primary View
Salesperson Commissions

Depending on whether your company pays commission to salespersons, choose one of thefollowing:

  • (N) No Commission Calculations
  • (S) Commission paid upon sale
  • (P) Commission paid when payment is received
Ohio Sales Tax Vendor # Indicate the Ohio Sales Tax Vendor# for sales orders. This is used during Sales Tax Processing (SOR) to determine the Ohio Taxpayer ID#.
Book Year Indicate the current year in which sales orders will be recorded in the General Ledger.
Book Month Indicate the current month in which sales orders will be recorded in the General Ledger.
Allow Not-on-File Items Choose this if you wish to allow items to be sold on sales orders that have not been created in Dynamo Item Maintenance. You may wish to use this for items that will be sold only once or something that is a one-time service.
Allow returns dated before Type the latest date returns will be accepted.
Prompt for Selling Price Enable this option if the operator should be prompted to enter a selling price. This can be useful, for example, if items are regularly sold for a price that is not "on the sticker."
Prompt for Discount% Enable this option if the operator should be prompted to enter a discount percent. This may be useful, for example, if you have a rewards program for frequent customers.
Require User to Select Ship To Address Users will be unable to leave a customer ship to address blank when creating sales orders.
Default Terms of Sale These are default the terms used for customer credit (e.g. Net 30 Days indicates payment is due 30 days after invoicing)
Sec Level to change terms to charge Indicate the user security level necessary to change the terms. Security levels are defined in Menu Control Maintenance.
Additional Past Due Days Indicate how many days past due customers are allowed before finance charges are applied.
Perform Credit Hold Check Enables notification if the customer tries to place an order and is past due. Here you can set whether or not you want to perform this check when creating a sales order, as well as the terms that will trigger this code (eg more than 30 Days past due)
Minimum Advertised Price Enable MAP for eCommerce sites. If
Instant Rebates If not will not show up on screen

 

 
Document Parameters View

 

Document Parameters View
From Email Address Type in an e-mail address from which sales orders will be sent from. As an example, it can be sent from sales@yourcompany.com
Price on Orders/Quotes/Invoices Choosing (D) Show Undiscounted Price & Discount%. This may make a customer assured they received their proper discount(s). Choose (N) to Show Net Price. This second option may be useful if a pricing scheme is complicated. It shows only the final amount due.
Order# Sequence Choose (C) Single Company-Wide Sequence or (B) Separate Sequence by Branch for the order number sequence.
Back Order Number

In the event an item on a sales order is not available, Dynamo can fill what is available from the sales order and then create another sales order for the backordered items. This option determines what the new sales order number will be. Choosing (S) will utilise the next unused sales order number, while choosing (L) will keep the same order number and adding a letter on the end (ex: 1234 and 1234-A)

  • S Next Sequential Order Number
  • L Letter Suffix
Allow manually assigned order#s Enable this option if order numbers can be assigned by the operator.
Next Sales Order# This is used to set the starting computer assigned SO#. It is incremented automatically as each SO# is assigned.
Batch Order Printing Sequence

Choose from the following for printing batch orders. They will print in the order of:

  • 0 Order#
  • 1 Alphabetically by Customer
  • 2 Customer#
Invoice# Indicate whether the Invoice# is (S) Sequentially Assigned or (O) Same as Order#. If Sequentially Assigned is selected, the invoice number may not always be the same as the order number.
Next Invoice# This is used to set the starting computer assigned invoice#. It is incremented automatically as each invoice# is assigned.
Batch Invoice Printing Sequence

Choose from the following for printing batch invoices. They will print in the order of:

  • 0 Order#
  • 1 Alphabetically by Customer
  • Customer#
  • Customer Zip Code
  • Invoice#
Batch Invoice File Copy Sequence

Dynamo will store past sales orders and invoices indefinitely for easy lookup, so there is generally no need to have physical copies of invoices for filling purposes. However, if your company wants or needs physical copies, the following options are available and will dictate the order in which the invoices are printed:

  • 9 No File Copy
  • 0 Order#
  • 1 Alphabetically by Customer
  • 2 Customer#
  • 3 Customer Zip Code
  • 4 Invoice#
Show Name & Address on Invoice

Choose one of these to be included on the invoice:

  • C Company Name & Address
  • c Company Address
  • B Branch Name & Address
  • b Branch Address
  • N None (included in overlay)
Show Salesman on Invoice Enable this option if invoices should display the salesperson.
Show Taken By on Invoice Enable this option if invoices should show who took the order.

 

 
Optional Remit to Address View

 

Optional Remit to Address View
Remit to Name Input the name of a person or the department to which customers should address payments.
Remit to Address Input the street address of a location where customers should send their payments for their invoices.
Remit to City, State/Country, Zip Code

Input the zip code of the location where customers should send their payments for invoices. The city and state/country fields will automatically populate based on the zip code.

 

 

Rental Parameter View

 

 

Rental Parameter View
Rental Fuel Rate Gas For any rental items that require fuel, enter the rate the customer will pay for gas.
Rental Fuel Rate Diesel For any rental items that require fuel, enter the rate the customer will pay for diesel.

 

 

UPS Rating Service Parameters

 

 

UPS Rating Service Parameters
API Key The API key provided by UPS after requesting a UPS Developer's Kit Access Key.
Username User ID used to log into UPS website. This is not the same as the shipper number and can be found under your account information on the UPS website.
Password Password used to log into UPS website.
Shipper# 6-digit UPS shipper/account number