O/E Templates Screen

Open Order Entry > O/E Setup > Templates.

A template code is a unique code of up to 6 characters that identifies a template.

Use this field to:

  • Create a new template code.
  • Select an existing template code to view or edit template details.

In the description field to the right, enter a description of up to 60 characters to identify the template code.

Select an optional customer account set.

Note: Customer account sets are set up in Accounts Receivable.

Select a standard customer type (Base, A, B, C, D, or E).

Customer type specifies the discount level for a customer. "Base" indicates that the customer is not eligible for price discounts.

Note: Discount percentages are set up in Inventory Control Item Pricing. Customer types are assigned to customer records in Accounts Receivable.

Select an optional price list code. Price lists allow you to vary your basic item prices. For example, you can set up price lists that calculate sale prices, give volume discounts, or assign different regional prices for items.

Note: Price lists are set up in Inventory Control.

Select an optional ship-via code.

Note: You use the O/E Ship-Via Codes screen to add codes and descriptions for the shipping methods you use in Order Entry.

Select an optional tax group.

A tax group defines the tax authorities to which the customer is subject. Tax groups must match the currency of the customer record.

The tax group you select will be used for an order or shipment only if you have not yet added the customer record. (The tax group specified in the customer record will always override the tax group specified in the template.)

Tax groups and tax classes are defined in Tax Services. Customers are assigned to tax groups (and assigned a tax class for each authority in their tax group) in Accounts Receivable, and inventory items are assigned tax classes in Inventory Control.

For more information, see About Taxes .

Select optional payment terms.

Note: Payment terms are set up in Accounts Receivable.

If you use sales territory codes to identify your customers in Accounts Receivable, enter an optional territory code.

Enter an optional message or announcement, up to 250 characters long, to appear on invoices, picking slips, order confirmations, and credit notes.

Tip: To insert a line break, press Ctrl+Enter.

Enter an optional description of up to 60 characters for the type of transaction for which you will use the template.

Note: You can edit the description when you are using the template to add an order, invoice, return, or credit note.

Enter an optional FOB ("Free On Board") point. This is the location at which the customer begins paying freight charges on the order (if any). The order is shipped as far as the FOB point at no cost to the customer.

Select an optional warehouse or other location from which items are usually shipped to fill orders.

Note: Location codes are set up in Inventory Control.

Select this option if the template is typically used for orders that are on hold.

Note: If an order is on hold, you cannot create or print an invoice for the order, even if you have entered quantities as shipped.

Select an optional order type for the template.

For more information, see Order Types .

Enter optional reference information of up to 60 characters for an order, invoice, or credit note.

Overview

Use the O/E Templates screen to speed up and simplify order entry by setting up templates that specify default settings for new orders and credit notes.

Order Entry templates are optional. They specify default customer and order information for new orders and new credit notes.

After adding or changing templates, print the O/E Templates report to check the new information and to update your printed records.

Note: You must use the Order Type field (on the Order tab) and the Customer Type list (on the Customer tab) to specify the order type and customer type for each template. All other information is optional.

Customer Tab

Use the Customer tab to specify the following information:

  • Shipping method (ship-via code) for the template
  • Customer type
  • Tax group
  • Price list and terms code
  • Customer account set
  • Territory code

Order Tab

Use the Order tab to specify the following information:

  • Order type for the template (Active, Future, Standing, or Quote). For more information, see Order Types .
  • FOB ("Free On Board") point.
  • Location code.
  • Other information, such as description, reference information, and comments.

Specifying Tax Groups in Templates

If you use multicurrency accounting, when you use a template to create an order or shipment for a customer that has not yet been added to Accounts Receivable, the tax group sets the currency and the reporting currency for the order or shipment.

Templates Used for Job-Related Documents

Project and Job Costing allows tax groups to be specified by project on an invoice. When Project and Job Costing creates an invoice, it uses each project's tax group to calculate tax. Therefore, you can enter details for contracts and projects that use different tax groups on the same document, provided Project and Job Costing handles the invoicing. (This is the case if you select Project Invoicing for a document.)

However, if you will produce the invoice in Order Entry, you must use separate orders for contracts and projects that use different tax groups. This is because the tax group specified for an Order Entry invoice applies to all the document details.

Note: If you create an order or shipment for a "non-existent" customer (a customer for which no record exists in Accounts Receivable) and select Project Invoicing, you will not be able to add order or shipment details unless the default template includes a tax group. (The tax group is not editable if you select Project Invoicing, and it will be blank unless it is specified in the template.)