Purchase estimate

TheDelivery date of the purchase is determined on the basis of the order line with the longest Lead time.

If this check box is not selected the purchase estimate will be deleted after you have generated a purchase order.

You can change both transaction type and order type for an order which has already been entered. Business NXT will then reverse the processing of the old transaction or order type to the extent necessary in relation to the new one.

You can combine the transaction type with one of eight different order types:

Business NXT suggests order type 1 - Normal order in the Order type field in the Order head page element when entering sales orders, loan/hire orders and purchase orders. Orders generated from the Appointment table are also allocated this order type, although you can change this in the Company information table.

When you invoice direct and cash orders and save realised orders, Business NXT reserves everything you ask for, even if it is not available. If necessary, shipments are produced with negative availability.

1 - Normal order

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 Appointment table are given this order type, but you can change this in the Company information table. This is the only order type for which you can print an order confirmation, pick list, packing slip and consignment note.

2 - Direct order

You can use direct order if you want to enter the invoicing details directly. You cannot print a pick list for this order type. Business NXT can reserve more than what is available when entering direct orders.

Note:

This applies even if you have not selected the Add shipments with negative availability 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.

3 - Cash order

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.

Note:

Credit note on cash order is allowed, if user has function access to "Allow credit note on cash order".

4 - Realised order

This order type is realised when saved, i.e. stock and statistics are updated immediately.

Note:

We recommend that this order type is not used together with transaction type 1 - Sales, 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 - Quotation/Inquiry

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 - Normal order, 2 - Direct order or 3 - Cash order for the order to be processed.

6 - Unprocessed 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 - Advance order

An advance order uses the same processing method as a normal order, although Business NXT does not check stock availability during order entry or whether the credit limit has been/will be exceeded.

8 - Budget order

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 - Credit card order

Note:

You cannot use order type 9 - Credit card order with manual entry. It must be imported via the EDI clock.

Note:

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 - Credit card order, 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 Invoice customer no. in the Credit card reservation addition % field. A credit card order must be finished before it can be invoiced. Order type 9 - Credit card order also requires that the Invoice reference, Currency no., Contract amount and Invoice customer no. fields are filled in for the order. The following fields are locked for editing in a credit card order:

• Invoice customer no.
• Invoice reference
• Masked card no.
• Contract amount
• Contract amount (dom.)
• Currency no.
• Card company

There is a separate tab in "Order status" for credit card orders, providing information about deviations and omissions for this order type.

Note:

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.