Sage Software Welding System MAS 500 User Manual
Default Values for ERP Sales Orders – Sales Order
Templates
Templates
Similar to Customer templates, Sales Order templates are used to define the default
values when new sales orders are created in the back-office system by Sage
SalesLogix. You may assign different templates to different Sage SalesLogix users
depending on rights and values to be entered for a new customer record.
values when new sales orders are created in the back-office system by Sage
SalesLogix. You may assign different templates to different Sage SalesLogix users
depending on rights and values to be entered for a new customer record.
Sales Order templates can be assigned to users. If a Sage SalesLogix user does not
have a template assigned, the DEFAULT template will be applied.
have a template assigned, the DEFAULT template will be applied.
Order Number defines the method used to select the next sales order number to be
used. The options are:
used. The options are:
• Next Order Number
• Sales Order ID
• Sales Order ID
Create Opportunity Contact if not present will automatically create an ERP Contact if
the Contact does not exist in the Sage MAS ERP system.
the Contact does not exist in the Sage MAS ERP system.
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