documentation.HELP! Sage ERP Accpac Order Entry 6.0 Documentation

Order Entry Folders

Sage ERP Accpac Order Entry 6.0

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Order Entry Folders

The following list includes the name of each Order Entry icon that you can select from the Sage ERP Accpac Company desktop. Select one of the keywords below for more information on these icons.

Forms folder

Credit/Debit Notes

Invoices

Order Confirmations

Picking Slips

Quotes

Shipping Labels

Periodic Processing folder

Clear History

Create Batch

Reports folder

Aged Orders

E-mail Messages

G/L Integration

G/L Transactions

Invoice Action

Miscellaneous Charges

Optional Fields

Options

Order Action

Posting Journals

Sales History

Sales Statistics

Salesperson Commission Rates

Salesperson Commissions

Ship-Via Codes

Templates

Transaction List

Setup Folder

E-Mail Messages

G/L Integration

Miscellaneous Charges

Optional Fields

Options

Ship-Via Codes

Templates

Statistics and Inquiries Folder

Current Orders Inquiry

Pending Shipments Inquiry

Sales History

Sales Statistics

Salesperson Inquiry

Transactions Folder

Copy Orders

Credit/Debit Note Entry — Overview

Order Entry — Overview

Invoice Entry — Overview

Shipment Entry — Overview

See also

 

Order Entry menu commands

 

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Menu

  • Homepage

Table of contents

  • Finding the Help You Need
  • What's New in Order Entry 6.0
  • Setting up Order Entry
    • Steps for setting up Order Entry
    • Setting up multicurrency accounting
    • Customize Order Entry with Unlimited Optional Fields
    • Assigning security authorizations to Order Entry users
    • Setup icons
      • E-Mail Messages
      • G/L Integration
      • Miscellaneous Charges
      • Optional Fields
      • Options
      • Ship-Via Codes
      • Templates
  • Using menus and forms
    • Forms
      • Order Entry folders
      • Changing column order in forms
      • Changing column widths in forms
      • Data entry tools and shortcuts
    • Menus
      • File menu
      • Help menu
      • Settings menu
  • Entering and posting transactions
    • Processing Orders, Shipments, and Invoices
    • Entering Prepayments
    • Pre-authorizing, Capturing, and Forcing Credit Card Payments
    • Processing Credit Notes
    • Using Order Entry with Project and Job Costing
    • Assigning Numbers to Serialized and Lotted Items
    • Transaction icons
      • Order Entry
      • Credit Note/Debit Note Entry
      • Shipment Entry
      • Invoice Entry
      • Copy Orders
  • Viewing and clearing transactions, sales history and statistics
    • Viewing posted transactions
    • Statistics and Inquiries icons
      • Current Orders Inquiry
      • Pending Shipments Inquiry
      • Sales History
      • Sales Statistics
      • Salesperson Inquiry
  • Period-end procedures
    • Clear History
    • Day end processing
    • Creating batches on request
    • Reporting Order Entry data
  • Printing reports
    • Order Entry reports
    • Printing to the screen
    • Printing to a printer
    • Printing to a file
    • Printing to an e-mail message
    • Forms
      • Credit/Debit Notes
      • Invoices
      • Order Confirmations
      • Picking Slips
      • Quotes
      • Receipts
      • Shipping Labels
    • Reports
      • Aged Orders
      • E-Mail Messages
      • G/L Integration
      • G/L Transactions
      • Invoice Action
      • Miscellaneous Charges
      • Optional Fields
      • Options
      • Order Action
      • Posting Journals
      • Sales History
      • Sales Statistics
      • Salesperson Commissions
      • Ship-Via Codes
      • Templates
      • Transaction List
  • Technical Support
    • Support and Service
  • What do you want to do?
    • Enter and post O/E transactions
      • Create and Activate a Quote
      • Create a New Contract for a Quote
      • Create a Standing or a Future Order
      • Create a New Order
      • Create an Order from an Existing Order
      • Change an Existing Sales Order
      • Change Payment Terms
      • Change Customer or Detail Tax Info. on O/E Documents
      • Change Tax Amounts on Order Entry Documents
      • Enter a Prepayment
      • Process a Credit Card Prepayment
      • Void a Credit Card Prepayment
      • Pre-authorize a Credit Card Payment
      • Capture a Pre-authorized Credit Card Payment
      • Void a Credit Card Pre-authorization
      • Cancel Backordered Quantities on an Existing Sales Order
      • Ship Orders and Items
      • Invoice One or More Shipments
      • Enter a Return or Credit Note for an Existing Invoice
      • Edit Credit Note Details
      • Enter a Return for a Cleared or Missing Invoice
      • Enter or Verify Credit Note Totals
      • Assign Lot Numbers or Serial Numbers to an O/E Debit Note
      • Assign Lot Numbers or Serial Numbers to an OE Credit Note
      • Assign Lot Numbers or Serial Numbers to an O/E Order
      • Assign Lot Numbers or Serial Numbers to an O/E Shipment
      • Assign Lot Numbers or Serial Numbers to an O/E Invoice
    • Print order confirmations, invoices, receipts, and cr/dr notes
      • Print Quotes, Order Confirmations, Picking Slips, and Invoices
      • Print an Order Confirmation Immediately After Posting
      • Print a Receipt Immediately After Posting
      • Print an Invoice Immediately After Posting
      • Print Order Confirmations for a Range of Orders
      • Print a Range of Invoices
      • Print a Range of Credit Notes and Debit Notes
    • Look up information
      • Look Up Sales History for an Item or a Customer
      • Look Up Sales Statistics
      • View Posted Order Entry Transactions
      • Look Up Transaction History in Inventory Control
    • Perform day-end and period-end tasks
      • Perform Day End Processing
      • Create G/L Batch
      • Post Accounts Receivable Invoice Batch
    • Change O/E options and setup records
      • Change Order Entry Processing Options
      • Change Posting and Day End Processing Options
      • Change General Ledger Integration Options
      • Change Customer Credit Check Options
      • Add Miscellaneous Charges
      • Add Optional Fields to Records and Transactions
      • Allow Editing of Sales Statistics
      • Edit Salesperson Commission Rates
    • Print reports
      • Print Shipping Labels
      • Print Reports to a Printer
      • Print Customer Forms Using an E-mail Delivery Method
      • Select a Printer for Reports
      • Print Reports to the Screen
      • Print Reports to a File
      • Print Reports as an E-mail Attachment
      • Print Order Entry Reports
      • Print Salesperson Commission Rates
      • Save Personal Report Settings for Future Printing
  • Glossary
    • 1099 Form
    • A/R Invoice Type
    • Account Description
    • Account Groups
    • Account Number Segment Overrides
    • Account Number Segments
    • Account Number Structures
    • Account Segment
    • Account Set
    • Account Status
    • Account Types
    • Accounting Equation
    • Accounting Method
    • Accounting Period
    • Accounts Payable
    • Accrual
    • Accrual Carry-Over Date
    • Accrual Method
    • Accrual-Basis accounting method
    • Accrued Expenses
    • Activating taxes
    • Activation
    • Active Order
    • Actual Fiscal Sets
    • Adjustment Period
    • Adjustments
    • Advance
    • All Users
    • Allocated Tips
    • Allocation Account
    • Allow Posting to Previous Years
    • Allow Provisional Posting
    • Annual Maximum
    • Annualization
    • Assets
    • Assign UI Profile IDs
    • Audit Trail
    • Authentication Method
    • Automatic Reversal
    • Backdated document
    • Bad Debts
    • Balance Sheet
    • Base Account
    • Base Deductions
    • Base Earnings
    • Base Hours
    • Base Taxes
    • Base Wage Multiplier
    • Basic Account Information
    • Basic Project style
    • Batches
    • Benefit
    • Billing Type
    • Billings And Costs accounting method
    • Budget Fiscal Sets
    • Calculation Base
    • Calculation Methods
    • Calculator
    • Carrying Over Vacation, Sick, and Compensatory Time Accruals
    • Carry-Over
    • Cash Advance
    • Cash Benefit
    • Cash Flow Statement
    • Cash Method
    • Category
    • Category Percentage Complete accounting method
    • Ceiling
    • Chart of Accounts
    • Class Codes
    • Classified Statements
    • Clearing Exchange Gain or Loss
    • Close to Segment / Account
    • Closing Account
    • Closing Period
    • Closing the Books
    • Common Stock
    • Company Database
    • Company Desktop
    • Company Profile
    • Compensatory Time
    • Completed Project accounting method
    • Consolidated Batch
    • Control Account
    • Control Account for Subledgers
    • Conversion Rate
    • Corporation
    • Cost Accounting
    • Cost Center Overrides
    • Cost Center Segments
    • Cost of Goods Manufactured
    • Cost of Goods Sold
    • Cost Plus project
    • CPRS
    • Credit
    • Currencies
    • Currency Rate Type
    • Currency Rates
    • Currency Table
    • Current Assets
    • Current Liabilities
    • Custom (and Local) Taxes
    • Customization Directory
    • Customize User Interface
    • Database
    • Database ID
    • Date Matching
    • Debit
    • Decimal Places for Quantity
    • Deduction
    • Default Closing Account
    • Default Currency
    • Default Hours
    • Default Rate Type
    • Default Source Code
    • Defining a Source Journal
    • Defining Meaningful Account Number Segments
    • Delimiter Character
    • Depreciation
    • Detail and Consolidated Posting Options
    • Detailed Batch
    • Details
    • Direct Labor Costs
    • Distribution Accounts
    • Distribution Code
    • Distribution Set
    • Dividend
    • Drilldown
    • Earning/Deduction
    • Earning/Deduction Frequencies
    • Earnings
    • Edit Imported Entries
    • Effective Date
    • Employee History
    • Employee Level Security
    • Employee Selection List
    • EMU
    • Equity
    • Euro Conversion Rates
    • Euro Currency
    • Euro Option
    • Exchange Gain or Loss
    • Exchange Rate
    • Expense Reimbursement
    • Expenses
    • Exporting
    • Factory Overhead
    • Federal and State Taxes
    • Field
    • Financial Statements
    • Finder
    • Fiscal Calendar
    • Fiscal Periods
    • Fiscal Sets
    • Fiscal Year
    • Fixed Assets
    • Fixed Price project
    • FOB Point
    • Force Listing of Batches
    • Foreign-currency Bank
    • Functional Currency
    • Functional Currency Code
    • Functional-Currency Equivalent
    • Future Order
    • G/L Batch
    • G/L Options -- Account tab
    • G/L Options -- Company tab
    • General Ledger Account
    • Gross Pay
    • Gross Profit on Sales
    • History
    • Imported Account Data
    • Imported Batches
    • Importing
    • Income
    • Income Statement
    • Information in G/L Accounts
    • Integration Access Pack
    • Integrity Check
    • Inventory
    • Invoice Type
    • Journal
    • Journal Entry
    • Labor Hours Percentage Complete accounting method
    • LanPak
    • Last Run Date
    • Last Year Information
    • Ledger
    • Level
    • Liabilities
    • Local and Other Custom Taxes
    • Lock Budget Sets (1-5)
    • Long-Term Liabilities
    • Lookup Table
    • Macro
    • Maintain Quantities Options
    • Manual Check
    • Matching Concept
    • Menu Bar
    • Miscellaneous Charge
    • Multicurrency Accounting
    • Multicurrency Bank
    • Multicurrency Fiscal Sets
    • Multicurrency G/L Accounts
    • Multicurrency G/L Option
    • Net Pay
    • No Users
    • Normal (Account) Balance
    • Number of Fiscal Periods
    • Optional Fields
    • Original Invoice
    • Override Segments
    • Overtime Rate Multiplier
    • Overtime Schedule
    • Owner Equity
    • Partnership
    • Pay Factors
    • Payroll Class Codes
    • Payroll Distribution Accounts
    • Period Minimum and Period Maximum
    • Periods Per Year
    • Picking Slip
    • Post in Specified/All Currencies
    • Posting
    • Posting Statistics
    • Posting tab in G/L Options
    • Preferred Stock
    • Prepaid Expenses
    • Price List
    • Printing Scheduled Reports
    • Printing Source Journal Definitions
    • Profile ID
    • Profit
    • Profit and Loss Statement
    • Profit Center
    • Programs (Applications)
    • Project Percentage Complete accounting method
    • Project Type
    • Provisional Fiscal Sets
    • Provisional Posting
    • Provisional Posting Journal
    • Quantities in G/L Accounts
    • Quantity Fiscal Sets
    • Quarter With 4 Periods
    • Quote
    • Rate Operation
    • Rate Type
    • Rates
    • Realization
    • Realized Exchange Gain or Loss
    • Reallocation Account
    • Recognized Exchange Gain or Loss
    • Reconcile (Bank)
    • Record
    • Record of Employment
    • Recurring Transaction
    • Remit-to Location
    • Repayment Deduction
    • Reported Tips
    • Reporting Currency
    • Restart Record
    • Retainage Accounting
    • Retainage Invoice
    • Retained Earnings
    • Revaluation
    • Revaluation Codes
    • Revenues
    • Reversed Unrealized Exchange Gain or Loss
    • Salary and Wages
    • Salary and Wages Payable Account
    • Sales
    • Sales Table
    • Sample Account Segments
    • Schedule Code
    • Schedule Reports
    • Schedule Transactions
    • Script
    • Security Group
    • Segment Codes Validation
    • Selection List
    • Service Years
    • Services
    • Session Date
    • Settlement Rate
    • Settling Transactions
    • Shareholders
    • Shareholders' Equity
    • Shift Differential Rate
    • Shift Differential Schedule
    • Ship-Via Code
    • Sick Time
    • Sole Trader
    • Source Codes
    • Source Currency
    • Source Document
    • Source Journal Profiles
    • Source Journals and Consolidated Transactions
    • Specific User
    • Spread
    • Standard Project style
    • Standing Order
    • Statement of Retained Earnings
    • Status
    • Stock
    • Subsidiary Ledger
    • Surtax Multiplier
    • Suspense Account
    • System Database
    • Tax Authorities
    • Tax Classes
    • Tax Groups
    • Tax Tables
    • Template (employee setup)
    • Time And Materials projects
    • Timecards
    • Tip Disbursement
    • Total Cost Percentage Complete accounting method
    • Transaction Rate Type
    • Trial Balance
    • Type
    • UI Profile ID
    • UI Profile Maintenance
    • Unrealized Exchange Gain or Loss
    • User Authorization
    • User Record
    • Vacation Time
    • Wage Bracket Table
    • Wage Garnishment
    • Web Desktop
    • Withdrawal
    • Workers' Compensation Code
    • Worksheet
    • Years of Fiscal Sets
    • Years of Transaction Detail

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