The Ordertyp is to be used
when orders are generated on the basis of appointments using the processing in the
Aktivitet table for
setting up orders.
If the field is not filled in, the orders are given order type 1 - Normalorder.
Anm: The order type 9 - Kortbetalningsorder
is not entered in this field, as this value is invalid. If you try to enter the order
type 9 - Kortbetalningsorder,
you get a message that this value is invalid on the status line.
You can change both transaction type and order type for an order which
has already been entered. Visma Business will then reverse the processing of the old transaction or order type to the extent
necessary in relation to the new one.
Anm: You must not change the transaction type and order type of an order that has been
processed. This can mean that the order will not be processed or that stock is
incorrect. If you change the order type from 1 - Normalorder to
2 - Direktorder,
this can mean that cost prices and stock will not be correct after invoicing.
You can combine the transaction type with one of eight different order types:
Visma Business suggests order type 1 - Normalorder in the
Ordertyp field in
the Order head page element when entering sales orders, loan/hire orders and purchase
orders. Orders generated from the Aktivitet table are also
allocated this order type, although you can change this in the Företagsuppgifter
table.
When you invoice direct and cash orders and save realised orders, Visma Business reserves everything you ask for, even if it is not available. If necessary,
shipments are produced with negative availability.
Ett uppslag i den här kolumnen ger dig följande lista med möjliga värden:- 1 - Normalorder
- You use this for agreed or planned future goods out/goods received.
You can part-deliver an order. You must finish a Normal order before you can realise
it. Orders generated from the Aktivitet table are given this
order type, but you can change this in the Företagsuppgifter
table. This is the only order type for which you can print an order confirmation, pick
list, packing slip and consignment note.
- 2 - Direktorder
- You can use direct order if you want to enter the invoicing details
directly. You cannot print a pick list for this order type. Visma Business can reserve more than what is available when entering direct orders.
Anm: This
applies even if you have not selected the Lägg till batcher med negativ disp. field, which you can find under the Processing/Processing method/Warehouse menu
item in the products or the order lines. You cannot part-deliver a direct order, as
it is finished when the invoice is printed.
If you do not have enough
products in stock for a "Direct order" that is to be invoiced, a separate shipment is
created for the negative quantity. If you run with "/m" in the start command, a
negative shipment is not created.
- 3 - Kontantorder
- A cash order is the same as a direct order, but the invoice printout
is launched when you save the order. When an invoice is printed for a cash order, the
current date is used as the order date when VAT is calculated. When you save a cash
order a dialog box appears containing payment information. This contains information
on the order amount and a field in which you can key in the amount received. You can
see the difference in the Outstanding field. The dialog box also contains a field in
which you enter the method of payment. The accounts are updated directly via a batch
per cash order. If you do not have enough products in stock for a "Cash order" that is
to be invoiced, a separate shipment is created for the negative quantity. If you run
with "/m" in the start command, a negative shipment is not created.
Anm: Credit note
on cash order is allowed, if user has function access to "Allow credit note on cash
order".
- 4 - Realiserad order
- This order type is realised when saved, i.e. stock and statistics are
updated immediately.
Anm: We recommend that this order type is not used together with
transaction type 1 - Försäljning, as you
are not able to print out or transfer to accounts.
You can use this order
type when no order documents are used, e.g. in the event of
adjustments.
- 5 - Offert/Offertförfrågan
- You can print this order type as a quotation or inquiry, but no
processing is involved. If the quotation is accepted you must change the order type to
1 - Normalorder,
2 - Direktorder
or 3 - Kontantorder
for the order to be processed.
- 6 - Obehandlad order
- This order type corresponds to the quotation order, although you
cannot print it out as a quotation. The order does not generate any processing, and
you must change it to another order type before you can process it. An unprocessed
order is useful for imported orders. When the import is complete you can change the
order type so that it can be processed.
- 7 - Förhandsorder
- An advance order uses the same processing method as a normal order,
although Visma Business does not check stock availability during order entry or whether the credit limit
has been/will be exceeded.
- 8 - Budgetorder
- If you select this order type it means that the order lines will not
be processed, in the same way as for Unprocessed orders.
- 9 - Kortbetalningsorder
Anm: You cannot use order type 9 - Kortbetalningsorder with
manual entry. It must be imported via the EDI clock.
Anm: If you change a credit card order to a different order type you cannot reset it
to a credit card order, and the amount is cancelled at the card company.
You
cannot enter this order type manually. You must import it using the EDI clock. This
order type is intended for Internet trading programs such as Zpider,
and is dependent on Zpider
being installed with communication to the card company. Upon invoicing, the reserved
amount is activated at the card company, with the effect that the amount is
transferred from the card company. If you delete or edit order type 9 - Kortbetalningsorder, the
reserved amount is cancelled at the card company. It is not possible to increase the
amount of such an order over and above what is specified for Faktureras kundnr in the
Kreditkortspåslag % field. A credit card order must be finished before it can be invoiced. Order type
9 - Kortbetalningsorder also requires that the Fakturareferens, Valutanr, Kontraktsbelopp and
Faktureras kundnr
fields are filled in for the order. The following fields are locked for editing in a
credit card order: - Faktureras kundnr
- Fakturareferens
- Maskerat kortnummer
- Kontraktsbelopp
- Kontraktsbelopp (Svenskt)
- Valutanr
- Kort företag
There is a separate tab in "Order status" for credit card orders, providing
information about deviations and omissions for this order type. Anm: When you copy
such an order type, all you have to do is check the box for the credit note to show
that it contains order type "9. Credit card order" and a credit is sent to the card
company. A credit card order may only be credited once.
It is not possible to
edit such an order unless you have selected "Allow change to credit card order" for
the access group under the processing "Function access/Misc.". An increase in the
amount is not approved over and above the credit card reservation addition rate, even
at this access level.
Egenskap |
Värde |
Beskrivning |
Visas som standard |
Ja |
Det här fältet visas som standard i tabellvyn. |
Domän |
Ordertyp |
Heltal |
SQL-namn |
AgrOrdTp |
Databasfältets namn. |
Nummer |
6514 |
|