Sales Order Types

• Order type (field SOHTYP)

Alphanumeric code used to identify the order type.

• Legislation (field LEG)

In creation mode, the legislation code can be initialized via the user parameter LEGFIL - Legislation (selection filter) (SUP chapter, INT group). You can also use this parameter to filter the selection panel and only display the codes defined for this legislation and those defined for ‘All legislations’.
The legislation code is not mandatory. When the code is entered, you can only use the order type for companies subject to this legislation.

Reminder of the main principles relating to the use of data or a setup element defined by legislation, when the company context is known (record, flow, etc.)

• When a setup element is defined for a legislation, it can be used only when the legislation of the context is identical.
  It cannot be used in a record set up with another legislation.
  
• When a setup element is defined without a legislation (‘All legislations’ level), it is considered as having a multilegislation nature. This element can be used in every record, irrespective of the legislation, unless there is a setup element with the same code, defined for the company legislation. In that case, the setup element defined for the company legislation is the only one submitted for selection and accepted on entry (provided it is ‘Active’).
  Notes:
• If the setup element defined for the company is not ‘Active’ and the setup element defined at the "All legislations" level is, this setup element cannot be used.
• To reduce the processing time and thus improve performances, we recommend not to create multilegislation records and instead create records for each legislation of the folder.
  For further information, refer to the documentation on Performance improvement: List of the multilegislation objects.
  
• An additional filter is applied on the setup element depending on the company group defined. This setup element can only be used and is only suggested for selection if the company to which the record is associated, belongs to this company group.

Example 1:
Setup of invoice type as follows:

An additional filter is applied depending on the company group entered.
If, in the example above, a company group is also specified at the level of the FAF invoice type setup with the FRA legislation, this invoice type is suggested for selection only if the company belongs to the company group entered.

Example 2:
Setup of invoice type as follows:

• Description (field DESAXX)

This long description is used as a title in screens and reports.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

• Click Translation from the Actions icon in the corresponding field.
• In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

The connection language must be defined as a default language for thefolder.

• Short description (field SHOAXX)

Short title used in the screens and reports. This title is recorded in your connection language.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

• Click Translation from the Actions icon in the corresponding field.
• In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

The connection language must be defined as a default language for thefolder.

• Group (field GFY)

By entering a company group, you can limit the scope to companies in the selected group only. When this data is used for another record or with a setup element also defined in the group, a control checks that the groups have at least one company in common when the groups are different.  

In addition, a consistency check is performed for the legislations of the companies in the selected group.
At least one of these companies must have the same legislation as the one entered in the Legislation field. If  not, a warning message displays.

When using the document type, a consistency check is also performed between the legislation/group of the document type and the legislation/group of the document.

 For further information, click here.

• Order category (field SOHCAT)

It is the category for the order type, to be chosen amog the following categories:

• Classic
  This category follows the classic cycle for an order: order, delivery, invoicing. The delivery can be replaced by a direct back-to-back order. The stocks are adjusted upon delivery.
   
• Loan
  This order category deals with a loan of goods: order, delivery with stock transfer on an BP location upon validation: the stock of loaned products must necessarily be managed on locations.
  It involves the management of a return date with reset of the stock on the original location and does not lead to the invoicing (unless the expected return date is overdue). 
   
• Direct invoicing
  This order category follows the Order, Invoicing cycle.
  The stocks, if managed, are adjusted upon the validation of the invoice.
   
• Open order
  This order category is used to plan and schedule the delivery requests for a customer within the framework of a contract.

• Manual sequence no. (field MANCOU)

This information is used to specify whether the document number can be entered manually.

• If this field is set to 'No', the number can only be assigned automatically.
• If it is set to 'Yes', the number can also be entered. If it is not entered, a number will be assigned automatically by the counter upon creating the document.

• Sequence number (field CODNUM)

It is mandatory that the code a sequence number counter associated with the defined order type be entered, whether the number assignment is automatic or manual.
Is it recommended to first define a sequence number counter in the Sequence number definition table. You can access this table by clicking the Actions icon on this field.

• Final sequence no. (field CODNUMEND)

• Delivery type (field SDHTYP)

This is the delivery type associated with the order type when the delivery is created from the order using the [Delivery] button.
A control is used to check that these types belong to the same category and that they are consistent with the legislation and company/site group.

When it is not entered, the default delivery type used in the order delivery ([Delivery] button) is the one specified for the following parameters (VEN chapter, SSD group):

• SDHTYPNOR - Normal delivery type.
• SDHTYPLND - Loan delivery type. 
• SDHTYPNOR - Subcontract delivery type.

These parameters are also used as a default value in the launching screens of the Automatic delivery of orders or the Delivery of picking tickets functions. The delivery import also uses these general parameters.

• Record type (field RECTYP)