Entering Additional Sales Order Header Information

In addition to the customer information you enter on the Sales Order Entry Header tab, you might also need to enter information in the Additional Header Information window.

To view additional header information:

Create or open a sales order and display the order's Header tab.
From the Edit menu, select Additional Information to display the Additional Header Information window.
Review or edit the following fields, as needed:

Field	Description
Max Collection Days	The maximum number of days past the invoice due date that your company will attempt to collect on this invoice before sending it to a collections agency. This information is commonly used to deny sales commissions on invoices paid after days specified; for example, after 60 days.
Job Bid Name	The name of the job bid with which this order is associated. Use job bids to track projects on which several customers are bidding.
Product Catalog	A vendor's catalog from which more information about the items on the order can be found. Authorized users can set up catalog information in Product Catalog Maintenance within Product Maintenance.
Commission Plan	The formula used to calculate the sales representative's commission. Although commissions are typically calculated for a salesperson according to the commission plan assigned to that salesperson, you can assign a different commission plan to the sales order using this field. The commission plan assigned here overrides the commission plan specified at the customer level, which overrides the commission plan assigned to a salesperson.
Showroom LIST Discount%	A percentage discount off of the list price that applies to the entire order for your customer's customer.
Customer's Client	The end customer to which your customer is selling the products on this order. This field is validated against your customer base, so your customer's client must be set up in Customer Maintenance. Entering a customer's client causes the system to calculate a second set of pricing, based on the customer's client's pricing, for all items on the order. This allows your customer to show different pricing to their own clients. Use the Customer Client Pricing view to view customer client pricing.
ABC Order Extension	Identifies whether to charge the customer for changes, deletions, and returned goods, and if so, how much.
G/L Branch	The branch that will record the general ledger postings for the order. Changing the value of this field on an open sales order overrides the default hierarchy determined by the Branch That Controls Branch That Receives Credit For The Saleand Branch That Receives Credit For The Salecontrol maintenance records. Only authorized users can change the G/L branch. Note: Once an order is invoiced, if changes are made that affect the G/L posting (for example, if the pricing branch is changed), the G/L branch must be changed manually. The system will not re-post to a different branch after an order is invoiced.
Batch ID	Enter a batch ID number or name in this field. If you are using Job Management and using the Batch ID in the job header, then the system pushes that information to the corresponding sales order in this field.
Invoice Status	A status that identifies problems that occur during the invoice process. Authorized users can create status codes in the Valid Customer Invoice Status Codescontrol maintenance record. Note: To edit this field, you must be assigned the INV.INV.STAT authorization key and the order must be invoiced. Changes to this field are recorded in Unquality Event Tracking.
Freight Out Exempt	Indicates that the customer on this order is exempt from outgoing freight charges. This information defaults from the value set up in Customer Maintenance.
Freight In Exempt	Indicates that the customer on this order is exempt from incoming freight charges. This information defaults from the value set up in Customer Maintenance.

Select any of the following check boxes, as appropriate:

Select this check box...	If you want to...
Exceptional Sale	exclude the items on this order from demand calculations and the customer's Reorder Pad. Important: If you mark the order as exceptional, you mark all items and generations on the order exceptional. To mark a single product as exceptional, see Marking Processed Orders as Exceptional in the Forecasting documentation.
Expedite Receiving	accelerate the receiving process for this order. This field works in conjunction with the RF Valid Product Loc Recv Statusesand RF Valid Product Loc Pick Statusescontrol maintenance records. Note: This field, and these control maintenance records, are specific to picking, receiving, and restocking in the fastener industry and are not used in general RF applications. Ask your Eclipse Installer for specific information.
Extra Handling Charge	charge a specific extra handling charge on the entire order. By default, this field uses the value specified in Customer Maintenance. When the order is shipped using a third-party shipping application, such as the Clippership or StarShip companion products, the system applies the handling charge from the Extra Handling Charge For StarShip/Clippership control maintenance record. If a value is set in the Apply Extra Handling For StarShip/Clippership To First Gen Only control maintenance record, the system applies the handling charge only to the first generation.
Calculate Split Tax at Order Level	apply split tax rules for this order.
Residential Shipping Address	specify that a supported shipping application, such as StarShip, automatically uses residential shipping rates when shipping an order.

Save your changes and exit the window.

See Also:

Assigning ABC Extensions to Sales Transactions