Customer Other History / Standing Items Tab
The History / Standing Items screen lists the items that should, or should not appear by default on a new sales order for a customer and also lists all standing order items for the loaded customer, see How To: Create Standing Orders and How To: Generate Standing Orders. When a new sales order is created for the customer then the items listed in the Items appearing on the new Sales Order document by default grid below will appear on the sales order in red with a quantity of 0. If this is not changed then the stock item will disappear from the order when it is saved.
The History / Standing Items contains three grids:
- Items appearing on the new Sales Order document by default
- History items excluded from the new Sales Order document
- Standing Order Items
To the left of each grid are the following buttons:
: add a stock item to the adjacent grid.
: removes the stock item currently focused on in the adjacent grid.
Items appearing on the new Sales Order document by default Grid
- Stock Code: the stock code of the stock item.
- Stock Description: the stock description associated with the stock item.
- Display until: the date the stock item will appear on a new sales order for the customer, by default this is two weeks in the future but can be changed. After this date the stock item will not automatically appear on new sales orders.
Notes:
- This screen is rarely used as it has been superseded by the
button, see[ Sales Orders | Detail | Main ].
History items excluded from the new Sales Order document Grid
This grid contains the stock items not to be automatically included on new sales orders, however, they can be added manually.
- Stock Code: the stock code of the stock item.
- Stock Description: the stock description associated with the stock item.
Standing Order Items Grid
- Stock Code: the stock code of the stock item.
- Stock Description: the stock description associated with the stock item.
- Qty: quantity of the stock item to be added to the sales order.
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
- Saturday
- Sunday
- Day of Month: the day (date) of the month when the stock item is to be added to a standing order.
- Enable date pause: works with the pause start and end date to prevent standing orders being created between the two dates, see How To: Pause a Standing Order.
- Pause Start Date: date to stop standing orders being created, used with the enable date pause checkbox.
- Pause End Date: date to end pausing standing orders creation, used with the enable date pause checkbox.
Note: to see how the system creates Standing Orders see Standing Order Creation.
Standing Order Items Grid Context Menu
- Edit Extended Description: opens the Extended Description popup allowing the user to create/edit an extended description for the stock item.
- Apply Value Range: allows the user to specify a value that is to be applied to all of the currently selected rows/items for the current column.
- Clear Selection: deselects the currently selected line(s).