SOE DTS (Direct Through Stock)
The following control maintenance record belongs to the Direct Through
Stock (DTS) area of the system.
Copy COGS Not Overridden To A New DTS Order
When set to default status of “NO”, all DTS orders calculate PO
cost as a direct order does (validating “DTS COGS Always Vendor Price”
control record). When it’s set to “Yes”
DTS order calculate PO Cost copy COGS from SO.
IMPORTANT: The default setting
is set to NO and calculates PO costs using this new functionality, similar
to Direct orders.
Copy Direct Through Stock Comments to Purchase Order
New in Release 9.0.7
When set to Yes, the system copies the DTS Sales Order line item comments to the DTS Purchase Order when the purchase order is first created.
Direct Through Stock Credit Order
Defaults
Assign a default ship via and shipping instructions
for DTS credit orders. 
More:
New in Release 8.7.7
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Options
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Select
the ship via you want to use for DTS credit orders. The F10
list is validated through Ship
Via Maintenance.
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Outcome
of setting this control record
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The system automatically
assigns the selected ship via and the corresponding shipping
instructions for any credit order going through the DTS process.
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Default
Value(s)
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Blank.
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Additional
Information
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If
theship
viais blank, the system assigns one
with the standard process.
If theshipping instructionsare blank, the system adds a default message on
the order.
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Default Direct
Through Stock Sales Source
Select any of the G/L Sales Sources found in G/L Sales Source Maintenance
and indicate which sales source to use by default for Direct Through Stock
orders. More:
New in Release 8.7.7
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Options
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Select
a current sales source or create a new one to use as a default
for Direct Through Stock orders.
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Outcome
of setting this control record
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When a bid is converted
to a Direct Through Stock (DTS) order, the system checks to
see if there is anything set in this control maintenance record,
and if so, use that as the sales source listed.
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Default
Value(s)
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None.
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Action
if set to Null
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None.
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Additional
Information:
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If an entry exists
in the Sales Source Override
field on the Additional
Customer Information window then the system uses that
entry instead of the control maintenance record.
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If an entry exists
in the Sales Source
field on the order entry Header
tab for the order, the system uses that entry instead of either
the control maintenance record or the Additional Customer
Information window, but only
for that order.
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In order to have
the general ledger postings separated for DTS orders, you
must assign the DTS Sale Source to a G/L account through G/L
Automatic Postings. After the order is invoiced the G/L
postings reflect the setup and post to the correct G/L account.
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Use G/L
Sales Source Maintenance to add your DTS sales source
to the list of standard sources. Adding the selection here,
makes at source available in the Initial Order Entry window.
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DTS COGS Always Vendor Price
Similar to already existing Direct
COGS Always Vendor Price, but for DTS. This setting may be affected by
the control record, Copy Costs Not Overridden To A New DTS Order.
The
following settings determine how purchase order COGS and sales order COGS
are handled. More:
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Options
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N - Uses the vendor cost,
unless a sell matrix override exists.
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Y
- Always uses the vendor cost.
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R
- Uses the vendor REP-COST, unless a sell matrix override
exists.
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B
-Uses different costs, depending on whether rebate information
exists.
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