Defining Stages for the Sales Type - SunSystems Community Site

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Sales Order Management

Defining Stages for the Sales Type

Sun Documentation - Sales Order Management

You can set up specific information for the stages to be used in a Sales Type. For example, the sequence the stages are processed in, and the document format to be used.
To do this, use Sales Type Stages Setup. From the Action menu within Sales Type Setup, select Sales Stage. See What are the Stages in the Sales Process? for more information about these stages.

In order to define the stages click "Stage" button on Sales Types Setup form, or alternatively go to Action menu item and choose Stage from there.

Click here to see a screenshot

This form contains the following fields:
Sales Type Code and Short Heading
These fields are automatically populated from the current Sales Type Setup record, and cannot be amended.
Stage
The required sales stage.
Note: The allowable stages for a Sales Return type of Sales Type are: Order Entry, Order Acknowledgement/Confirmation and Invoicing.
Sequence
The sales stage which must have been completed before this stage can be allowed. This can be set to either another mandatory stage defined for this Sales Type, or to No Specified Sequence meaning that it is not a requirement for this stage to follow another particular stage. You can set up parallel stages by defining the same stage twice.
Document Format Code
The document format to be applied to this stage. For example, the document format that has been set up for a sales order. See Setting up Document Formats for more information. You can attach a document format to any or all of the stages.
Movement Type
The required Movement Type to be applied to this sales stage.

Note: It is not recommended that inventory is updated at the order entry stage. It is recommended that the movement type is associated with stages after order entry, such as order confirmation, GRN Entry, GRN Inspection, picking, dispatch, etc. By having inventory updates at the order entry stage, various parts of the functionality are not allowed to perform, such as costing, and any data entered cannot be amended.
Ledger Interface Code
If required, this field contains the Ledger Interface Setup to be applied to this sales stage. If this is set up the transaction is automatically posted to the ledger on confirming the stage. See Setting up the Ledger Interface for more information. You can attach a Ledger Interface Code to any or all of the stages.
Inventory Ldger Iface Dfn Code
If inventory is to be updated at the stage, and a movement type is specified, you must supply an Inventory Cost Ledger Interface Definition Code in this field.
Note: Either a Ledger Interface Code (also referred to as a Transactional Ledger Interface Definition) or an Inventory Ledger Interface Definition Code, or both, must be entered against any stage where a Movement Order Code is entered.
Inventory Ledger Interface Definitions must be used in the following circumstances:

Actual costing users who need to see cost changes 'ripple through' receipts and issues.
Standard costing users if the Inventory Revaluation module is used to revalue current period transactions.

Posting Date Adjustment
This allows you to adjust the default posting date set up in the Posting Date Source field, by entering a positive or negative figure. For example, if this is set to +10, the posting date is calculated as ten days ahead of the source date.
Unit for Date Calculation
The unit of time the posting date adjustment is calculated in. Options are: Days, Months, or Years.
Posting Period Adjustment
This allows you to adjust the default posting period set up in the Posting Period Source field, by entering a positive or negative figure. For example, if this is set to +2, the posting period is calculated as two periods ahead of the source period.
Direct Print
Indicates whether or not a document is to be directly printed on release of stage. Alternatively, transactions can be selected for printing by using the Control Desk functionality. See What are Control Desks? for more information.
Hold after Completion
Indicates whether or not the transaction is held after completion of this stage.
Default Form
Default form to be used for this stage. This is used when transactions are selected by a Control Desk and passed to an entry function. See What are Control Desks? for more information.
Optional
Indicates whether or not this stage is optional.
Note: You cannot attach a Ledger Interface Code to an optional stage.

Recalculation
Specifies whether or not transaction values are recalculated at this stage. Recalculation is normally required if changes have been made to currency rates, or Price or Value Books, since the initial entry stage. See the Base Date/Period for Currency Rate field in the section Defining Values for the Sales Type, later in this topic, for more information about this recalculation.
Posting Date Source and Posting Period Source
The date and period purchase process to be used for postings. The options are:

Order Date/Period - the date/period of the order.
Order Entry Date/Period - the login date when the order was entered, which may be different to the date/period of the order.
Order Acknowledgement/Issue Date/Period - when the order was acknowledged, or issued.
Current Date/Period - the date/period of the current user login.
Dispatch Confirmation Date/Period - when the dispatch of the goods was confirmed.
Dispatch Entry Date/Period - the login date when the items were dispatched.
Dispatch Date/Period - the date/period entered during the dispatch process.'
Picking Confirmation Date/Period - the date/period entered during the picking confirmation process.
Picking Entry Date/Period - the login date when the items were picked.
Picking Date/Period - the date/period entered during the picking process.
Invoice Date/Period - the date/period entered during the invoicing process.
Invoice Entry Date/Period - the login date entered when the invoice was generated, which may be different from the date/period of the invoice.
Invoice Posting Date/Period - when the invoice was posted to the ledger.

Allocation Stage
If you are serialized for the Inventory modules, this field specifies whether allocation is performed.
Warehouse Code
The default Warehouse to be used by this sales stage.
Location Id
The default Location to be used by this sales stage.
Zone Code
The default Zone to be used by this sales stage.
Inventory Ldger Iface Dfn Code
If inventory is to be updated at the stage, and a movement type is specified, you must supply an Inventory Cost Ledger Interface Definition Code in this field.
Reversals Present
This shows whether or not Ledger Interface Reversals have been set up for the stage.
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