Select whether to use the built-in invoice numbering system in Micronet. Options are:

• Yes – enables users to enter a manual invoice number (including docket number) during any of the invoicing processes. This is normally used where companies have old pre-numbered invoice paper left in stock to be used, or where pro forma invoices are created before processing in Micronet (hand written dockets, other invoicing systems, etc).
• No – forces Micronet to use the built-in invoice numbering system(s).

Salespeople can be assigned to either the invoice header or the invoice line(s). Select Yes if you want Micronet to ask for the salesperson for each and every sales line entered, or No if you don't.

Micronet supports quantity breaks during the invoicing process, where the larger the quantity ordered by the customer the better the selling price selected by Micronet. Pricing normally reduces from Price 8 (highest price) to price 1 (lowest price). If selling prices are going to be used, then the price breaks can be applied to individual items, entire product categories or for the entire system (system wide).

The options are:

• System Wide – the price breaks apply to all items, system-wide, and are entered in the price name file (see "Edit Company - Edit - Price Names")
• Category – the price breaks apply to specific product categories and are entered in the Product Category master file (see "File - Product Category - Sell Breaks")
• Item – the price breaks apply to specific items only and are entered in the Item master file (see "File - Inventory - Price Breaks").

See also the Sell Price Names field on the Inventory Configuration screen – see "Edit - Program - Inventory".

Select Yes if you want Micronet to store an audit of each time prices and/or discounts are altered by your users during the order/invoicing process. The output audit report can be customised using the Report Generator.

During order entry/invoicing, you can lock a user to selling items from one location only or enable them to draw items from several locations. Select Yes if you want to enable users to select a different warehouse for each invoice line, or select No if they can only select one warehouse per invoice.

Select the default order in which invoice lines are sorted when invoices are printed. Options are:

• No – leave the invoice lines in the order in which they are currently sorted
• Ask At Runtime – allow users to select the order when they print
• Sort by Item – sort the invoice lines by item number
• Sort by Bin – sort the invoice lines by bin location
• Sort by Description – sort the invoice lines by item description
• Original Order – print the invoice lines in their original order entry sequence
• Tile Order – for tile sales, display tiles on PDAs in the order specified in the Sort field on the Units Update screen – see "Adding a New Unit" (2.8 feature).

Select the default order in which picking slip lines are sorted when they are printed or downloaded to PDAs. Options are:

• No – leave the picking slip lines in the order in which they are currently sorted
• Ask At Runtime – allow users to select the order when they print
• Sort by Item – sort the picking slip lines by item number
• Sort by Bin – sort the picking slip lines by bin location
• Sort by Description – sort the picking slip lines by item description
• Original Order – print the picking slip lines in their original order entry sequence
• Tile Order – for tile sales, display tiles on PDAs in the order specified in the Sort field on the Units Update screen – see "Adding a New Unit" (2.8 feature).

Select whether you want warnings displayed to users when they process an order which will result in negative stock on hand of an item. The options are:

• No – allow users the option to sell into a negative stock on hand situation
• Yes – Micronet will warn the user – both when the order is entered and when the transaction is posted – if they are about to process an order for a quantity of stock which is higher than what is available on hand
• Yes - On Completion Only – Micronet will warn the user if they are about to process an order for a quantity of stock which is higher than what is available on hand, but only when the transaction is posted.

For information about free stock and how it is calculated, see "Editing the Free Stock Calculation Method".

Select whether you want Micronet to store information relating to lost sales opportunities when users enter a quantity ordered which is greater than the combined quantity of items shipped and/or backordered.

The options are:

• No – don't store lost sales information
• Yes – Micronet automatically checks that the quantity the customer wanted was more than is going to be fulfilled and prompts the user to confirm that the balance is a lost sale
• Yes - Auto PDA – this option only applies to paperless picking on PDAs. Micronet automatically records a lost sale when a picking slip is processed where the quantity ordered cannot be filled.

Micronet automatically checks your customer's credit limit and account status (whether they are on hold) to determine if a sales order should be accepted. Enter a value in this field if you also want Micronet to check individual customer invoices on file to see if they have been outstanding for more than a certain number of days from the date of invoice. For example, if you entered 45 in this field, Micronet would check for any customer invoices on file that were older than 45 days, regardless of whether the customer was on hold or not, or whether any credit limit remained available.

Select Yes if you want Micronet to delete any related backorders when the matching picking slip is deleted, or No if you don't.

When repricing an invoice, you can enter an overriding GP% that you want to have applied to the selling prices based on the Average Cost, Last Cost or Buy Prices 1-8. Select the selling price you want to use when repricing invoices.

2.8 Feature

Select Yes if you only want Micronet to warn users when the net price on an item does not meet the Minimum GP percentage set in the Product Category master file (see "File - Product Category - Category"). Select No if you want the warning displayed based on the gross price.

This field applies to order templates used in Invoice Creation. If you select Yes, when a user accepts the Invoice Header screen for the first time, they will be asked whether they want to load an order template. For more information about order templates, see "Order Templates" in the Advanced Distribution Training Manual.

Select No if you are not using order templates.

Refer to the Prevent Stock going negative field above. Select Yes if you want Micronet to deduct stock on hold and on backorder from the stock on hand to see if this order line forces the free stock to go negative.

If your company is configured for supply chain, you should set this field to No.

Select whether you want Micronet to check whether held invoices, quotes or both exist for a customer when starting a new invoice for that customer. If they do, Micronet will give the user the option to load the quote or held invoice details. If you don’t want Micronet to check for held invoices or quotes, select No.

This setting lets you select whether you want to retain the user ID of the original user who created a sales order, or whether you want the user ID updated with the last person who amended an order. It relates to the DIH_USERID field which is used on invoice formats and other sales reports.

If set to No, Micronet will retain the user who originally created the sales order in the DIH_USERID field; it will never update that field. If set to Yes, Micronet will store the user who last modified a sales order in the DIH_USERID field.

Select how you want Micronet to set prices on credit note lines.

If you set this field to Yes and:

• a user enters an invoice number in the Post Against Inv field on the Credit Creation (Header) screen (see "Maintaining the Credit Creation Header"), if an item to be credited was on the invoice, the Price field is set to Nett and the sell price is set to the sale price on the invoice
• the Post Against Inv field is left blank, Micronet retrieves the price used the last time the item was sold to the debtor
• the Post Against Inv field is left blank and/or the user adds an item to the credit note that was not on the loaded invoice, or Micronet cannot retrieve a sale price, it uses the default item price.

For the first two points above, the price will include any discounts that applied on the invoice. The invoice number and date that the price was retrieved from will also be displayed above the Price field on the Enter Credit Line screen, as shown:

If you set this field to No and:

• a user enters an invoice number in the Post Against Inv field on the Credit Creation (Header) screen, if an item to be credited was on the invoice, Micronet uses the sale price from the invoice
• the Post Against Inv field is left blank and/or the user adds an item to the credit note that was not on the loaded invoice, Micronet uses the default item price.

Select whether you want users to have the ability to post invoices and credit notes to a batch for later batch printing.

If you set this field to Yes, the FILE | BATCH PRINT menu option is removed from the Invoice Creation and Credit Note Creation programs.

For more information, see "Invoice Creation - File - Batch Print" and "Credit Creation - File - Batch Print".

This field applies to processing credit notes. Select Yes if you want to allow users to credit stock back to a different warehouse to the one from which it was invoiced. Select No if stock can only be credited back to its original invoice warehouse.

Where category price breaks are being used (see the Sell Price Breaks field above), mixed category breaks can be applied where a number of similar items are to be involved in the quantity break calculation.

An example is where Category 10 = PENS and the category sales breaks are set as:

If mixed category breaks are set for Category 10 and the sales quantity consists of 10 Green Pens, 10 Red Pens, 50 Blue Pens and 40 Black Pens then, when the invoice is totalled, Micronet adds the mixed quantity of PENS together for a total quantity of 110 pens and then selects Price 6 or $1.30 per pen.

You set Micronet to use mixed category breaks in the Product Category master file – see "File - Product Category - Markups".

Select Yes if you want users to be able to change your default sales tax percentages at order processing time, or No if you don't.

Select whether you are using debtor contracts for invoice pricing as setup in the Debtors Contract Pricing master file – see "File - Debtors Contract Pricing".

The options are:

• No – you are not using any debtor contracts
• Yes - Lowest Price – Micronet will apply the lowest prices considering contract pricing, special pricing and customer discounts
• Yes - Hierarchy – Micronet will only apply debtor contract pricing, ignoring special pricing and customer pricing.
• Yes - Lowest Contract – Micronet will apply the lowest regular contract pricing, ignoring any promotional contracts (2.8 feature)

2.8 Feature

Setting this field to Yes prevents users from sorting the items on a debtor contract.

If this field is set to Yes and a user selects any of the SORT menu options on the Debtors Contract File Update screen, Micronet will display an error message that it is unable to sort debtor contracts based on the company security settings – see "Sort - Item / Status / Category".

Select the default discount method that Micronet should use when setting customer discount matrices. Percentage is the default.

This field only applies to distributors and retailers in the Liquor Industry. Select Yes if you want Micronet to calculated duty and excise on invoices, or No if you don't.

Select how you want Micronet to set the quantity Supplied on the Invoice Creation screen when users recall a quote.

The options are:

• Leave as Is – when recalling a quote, Micronet retains the original the quantity supplied
• Free Stock – when recalling a quote, Micronet resets the quantity supplied to the free stock quantity
• Quantity Ordered – when recalling a quote, Micronet resets the quantity supplied to the quantity ordered.

2.8 Feature

The Loading Quotes - Set Qty Delivered field has been renamed in Micronet 2.8.

Select how you want Micronet to set the quantity Supplied when users first save a quote on the Invoice Creation screen.

The options are:

• Leave as Is – when saving a quote, Micronet retains the original quantity supplied
• Free Stock – when saving a quote, Micronet resets the quantity supplied to the free stock quantity
• Quantity Ordered – when saving a quote, Micronet resets the quantity supplied to the quantity ordered.

The Saving Quotes - Set Qty Delivered field has been renamed in Micronet 2.8.

Select Yes if you don’t want the sell price to change when a quote is loaded and the quantity of an item is modified. Select No if you do want the sell price to change.

This option only applies if your company has the optional Micronet Mobile Applications module. You use this option to select the server you want Micronet to interface with for paperless picking - that is, sales orders that are generated on Sales Force PDAs or via an Internet ordering system and downloaded from Micronet directly to PDAs for picking and despatch.

The options are:

• No – don't enable the paperless options
• Micronet PDA – enable paperless picking with PDAs
• Vendor Connect (via Data Connect) – enable exchange of EDI order information with Vendor Connect
• Exceed – enable data exchange with the Exceed warehouse application
• SWADS – enable data exchange with the SWADS warehouse application
• Highjump – enable data exchange of sales order, stock adjustment, goods receipt and import costing information with the HighJump supply chain management software.

If you select a server type, Micronet performs the following checks when loading paperless picking slips:

Select Yes if you want picking slips redisplayed after printing, or No if you don’t.

Select Yes if you want users to be able to reserve invoice numbers when entering new sales orders, or No if you don't.

Select Yes if you want Micronet to retain the original slip creation date as the invoice date when a slip is recalled and converted to a customer invoice, or No if you don't.

Select whether you want Micronet to apply rounding on payments to the nearest 5 cents or 10 cents. Otherwise, select No Rounding.

Options are:

• Picking Slip –
• Picking Slip and Held Invoice –
• Slip, Held and Batched Invoice –

2.8 Feature

This setting is designed for items such as tiles where it is important that all the items delivered to a customer come from the same serial number / batch.

If you want Micronet to automatically allocate entire order quantities from one serial number / batch, select one of the following options:

• On Order Creation – Micronet will allocate serial numbers when an order is saved within Invoice Creation
• On Order Scheduling – Micronet will allocate serial numbers when the priority and/or picker is set in the Warehouse Scheduler.

When either of these options is selected, Micronet will work its way through the serial number / batches in bin priority order until it finds a serial number / batch with enough stock to allocate the entire order quantity. If there are multiple lines for the same item within a single order, or multiple orders for the same item are being scheduled, the largest order quantity for the item will be allocated first.

If no serial number / batch has enough stock to allocate the entire order quantity, Micronet displays a warning message that it failed to find a serial batch for the entire order quantity. The user will need to either:

• allocate serial numbers to the order line manually, or
• split the order quantity over separate lines until Micronet can automatically allocate each line from a single serial number / batch.

This setting applies to Invoice Creation, Automatic Backorder Allocations, Allocation From Purchasing/Transfers and the Warehouse Scheduler.

2.8 Feature

Select Yes if you want Micronet to warn users if the value of a credit note is greater than the value of the original invoice, or if the value of a line being credited is greater than the original line value. Otherwise, select No.

Micronet can allow the allocation of unassigned credits against a sales desk invoice during invoice creation. If you want Micronet to prompt users to allocate unassigned credits during invoice creation, select Yes. When invoices are created, Micronet will display a list of unassigned transactions and allow the user to select a transaction to allocate against the invoice. Otherwise select No.

Select Yes if you want Micronet to send invoices automatically in electronic DDO file format when the invoice is posted (in either MDS or POS). When users print or post an invoice, Micronet opens a new email message in their default email program and attaches the electronic invoice to it. If the invoice format belongs to the DDOINV group, the invoice will be attached in both PDF and DDO formats. The PDF and DDO files are both saved in the directory specified in the DDOPath Registry key or in the [company path]\PDA\DDO directory and then under \company number\debtor number\invoice number. If this option is set to Yes, the same applies to credit notes.

If you don't want invoices sent automatically, select No.

2.8 Feature

If you are using an external freight provider, select the provider – either Smart Freight or Sendit.

Depending on the option you select here, when users select the FILE | SEND TO SMART FREIGHT option in Invoice Creation, Micronet will send the invoice to either Smart Freight or Sendit to get a consignment note number and the delivery charges for the invoice.

For more information, see "Invoice Creation - File - Send to Smart Freight".