Extended Solutions | SWK Technologies

Sales Order

SO-1003 - Automatic Next Customer Number

Adds the ability to maintain a separate Next Customer Number series for the Automatic Next Customer Number for Sales Order Entry, Sales Order Invoice Entry, RMA Entry and RMA Receipt Entry. You...

SO-1008 - Purchase Order Number Required

Adds a ‘PO Number Required’ field to the Customer Masterfile. When this value is checked, Sales Order Entry will not accept an order for that customer if it does not reference a P/O...

SO-1010 - Sales Order Data Entry Tracking By User ID

Adds a pop up window to Sales Order Data Entry and Sales Order Quote History Inquiry that contains the names of the users who created or last modified the sales order, or converted a quote to a...

SO-1011 - Three Tier Discount on Sales Order

This Extended Solution to the Sales Order module adds the new fields 1st Tier Discount Rate/Amount, 2nd Tier Discount Rate/Amount and 3rd Tier Discount Rate/Amount to the Sales Order and Sales...

SO-1017 - S/O Line Print Suppression

Using a Sales Order Detail UDF and a Sales Order Invoice Detail UDF as the print/no print flag, this Extended Solution sets the default value for the UDF based on the line type. The user can then...

SO-1018 - Promise Date by Line Item

You can refresh existing lines with a change to the header Ship Date. The Promise Date is added to the S/O Invoice grid in the same manner as Order Entry. Sales Orders can be sorted by Promise...

SO-1023 - Item Sales History

Allows you to view detailed Item Sales History by Customer/Item Number from Sales Order Entry, S/O Invoice Entry, A/R Customer Maintenance and Inquiry and Inventory Item Maintenance and Inquiry....

SO-1029 - Sales By Salesperson/Product Line Report

Creates a report (see Specific Purpose Rule) detailing Sales information per period. The report may be sorted by Salesperson/Product Line or Salesperson/Customer Number/Product Line.

SO-1032 - Multiple Customer Deposits on a Sales Order

Allows for an unlimited number of deposits to be applied to a Sales Order and allows deposits from A/R Cash Receipts to be applied to a customer’s Sales Orders. Additionally, terms codes may...

SO-1039 - S/O Invoice Payment Terms

Allows you to select alternate methods of calculating the Terms Discount by applying the discount percent to the ‘Amount Subject to Discount’ on the S/O invoice totals tab, or by line...