SOE General Control Maintenance Records

The following control maintenance records belong to the SOE (Sales Order Entry) category.

Activate Country Of Manufacture Search On Process Of Sales Orders

Indicate whether the system searches for the country of manufacture of each product when processing sales order generations. More:

Advance Delivery Scheduling Settings

New in Release 9.0.2

Define how you want the system to handle Advanced Delivery Settings at the global level. More:

Allow Users To Pick Orders Outside Their Home Branch

Indicate the reason that tags were broken.  More:

Broken Tags - Require Reason for Breakage

Indicate whether the home branch assigned to a picker can be different than the order's ship from branch. The system prompts a user to select the reason breaking the tag. The added information makes it possible to run reports on the broken tag reasons to better understand the order processing trends. The system also records the reason selection in the Change Log. More:

Cash And Check Overpayment Threshold

Set parameters on the cash and check payment field in Sales Order Entry to warn the user if overpayment will occur by applying the currently entered payment. More:

Check Closed Qty Edit Auth Key For Ship Branch Only

Decide if you want the system to check the SOE.CLOSED.QTY.EDIT authorization key is to make sure the user's home branch matches the shipping branch. If the ship branch does not match the home branch the user cannot edit quantities or products on the order even if authorized to edit orders. The user can still edit the remaining pieces of the order.

Users must have SOE.CLOSED.ORDER.EDIT set to level 1 or 2.

Credit Card: Auth Screen In View Only Mode For Reference Only Cards

Indicate whether the system displays the Credit Card Authorization window in view-only mode if the card is a Reference Only type. More:

Cut Product Return Branch View Lot

Enter the branch to which to return products that have been cut. If a customer returns a cut product, the salesperson can see the lots from which the product was sold when the return branch equals the branch where the product was cut.

Default Delivery Label Parameters

Select the system default to use for delivery label printing in the warehouse. More:

Enable Picking Confirmation

For each branch, indicate whether to enable the Warehouse Picking Confirmation queue. More:

Enable T Status For Sales Order

New in Release 9.0.1

Indicate if you want to use T (Ship Ticket) statuses through sales order entry. A T status prints a document to pick material for warehouse personnel without processing the order. Since the order is not processed, the pick location is not assigned and will not print on your forms.

Eclipse does not recommend using T statuses.

Enable ZIP Code Route Types For Ship Via

New in Release 9.0.2

Indicate whether the system should take into account the route type ship via when scheduling Advanced Deliveries. For more information about Advanced Delivery Scheduling, see Maintaining ZIP Codes for Advanced Delivery Scheduling in Accounting Setup.

Ignore Cash Required Check When No Ship Via

Indicate whether the system ignores the prompt for payment from a COD customer when there is an amount due for an order generation, no ship via is specified for that generation, and the user escapes out of the Status tab of the order. More:

Job Lien Days by State

Indicate by state the lien effective time period. More:

Job Management Admin

To set up default settings for using the Eclipse Job Management companion product, complete the following fields.

New for Solar in Release 8.7.7

New SOE Customer Template

For each branch, enter the customer record to use as a template to assign default information when creating a new customer record in sales order entry.

New SOE Builder's Allowance Customer Template

For each branch, enter the customer record to use as a template to populate required fields, such as credit parameters and terms, when a new builder's allowance homeowner customer is created in SOE.

Override Trouble Queue Earliest Date If PO Ship Date Is Later

If this record is set to Yes for a branch, the system uses the purchase order ship date for the earliest date product is available for shipping if the ship date is later than the earliest date calculated in the Trouble Queue.

Parameters For Documents Imaged Onto Invoiced Sales Orders

Enter print status parameters for documents imaged onto invoiced sales orders. More:

Pass-Along Discount Holdback Percent  

Enter the percentage, as a decimal, to use for pass-along holdbacks. More:

Print Discount Available on Order Documents  

Set to print the Discount Available amount on Ship Ticket and Acknowledgement. More:

Remove Orders From OOSRQ When Prt Status Changed To

For a branch, define when to remove an order from the Open Order Status Review Queue based on the order's print status. More:

Restrict Post OE IDs to Pre-Assigned IDs

Use this control maintenance record to indicate whether the system restricts users to enter only post-order entry IDs in sales order entry and purchase order entry that are within a specific range. Post-order entry IDs are orders that you enter in the system after the order has actually been taken. More:

Routing Administrator

Complete this record if your company uses a third party routing interface, such as RoadNet. More:

Routing Ship Vias

Complete this record if your company uses a third party routing interface, such as Roadnet. For each branch, enter the ship vias to route by default to the third party routing software. If you leave this record blank, defaults are not defined.

Sales Order Entry Auto Apply Mode

For each branch, select whether to override the automatic application of sales deposits and/or credit balance invoices to accounts receivable balances when the next order segment is shipped and processed as an invoice. More:

Standard Delivery Label Groups

Enter the names of commonly used delivery locations that salespeople can use when assigning products to delivery locations in sales order entry. For example, you can enter common room names such as kitchen, bathroom, or master bedroom.

Stock Availability Service Level Tracking

Indicate whether to enable stock availability service level tracking. More:

Switch System From 8 Digit Orders To 10 Digit Orders

By default, Eclipse assigns eight digits to all order numbers in the system. Depending on your order volume and length of time on the system, you could run out of eight digit numbers. More:

Important: After you switch to ten digit order numbers, you cannot switch back to eight digit order numbers. However, all existing eight digit order numbers remain as eight digits. The system uses ten digits moving forward.

Update Customer Calling Queue When Ship Date Changed By Direct Ack

Set this control maintenance record to determine whether or not to update the ship date on the sales order side of a direct when an acknowledgment is received. More:

Valid Job Award Codes

Enter job award codes that users can assign to a job bid in the Award Code field on the Job Bid Maintenance window. More:

Valid Job Nature Types

Enter the kinds of jobs customers can handle that describe the nature of the work. More:

Valid Job Types

Enter the types of jobs customers will manage. More:

Valid Ship Via Route Types

Enter the route types that you use within your company and select which route type the system should use by default for a ship via. More:

Valid SOE Quote Statuses

New in Release 9.0

Enter the quote statuses you may use to note where you are in the quoting process. Leave blank if you do not use this feature.

Valid Release Numbers

For internal Eclipse use only.

Will-Call Order Definition

The system's Quick Sales Order Entry widget uses will-call orders as a category to display orders within the widget. Use this control maintenance record to tell the system which ship vias and which order print statuses you use for will-call orders. For example, Will Call and Will Call Hot ship vias might both be used for orders that a customer is coming to your warehouse or facility to pick up instead of having it shipped.