O/E Templates Screen

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.

A description of the specified price list displays in the Price List Description field.

Note: Price lists are set up in Inventory Control.

Select an optional ship-via code.

A description of the specified ship-via code displays in the Ship-Via Description field.

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 are defined on the Tax Groups screen in Tax Services, and tax classes are defined on the Tax Classes screen 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.

A description of the specified tax group displays in the Tax Group Description field.

For more information, see About Taxes.

Select optional payment terms.

A description of the specified terms displays in the Terms Description field.

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.

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 free-on-board (FOB) 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.

A description of the specified location displays in the Location Description field.

Note: Location codes and descriptions 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.