In the "Global Settings" window, use the "Orders" tab to customize settings that affect orders only and for all users. For more information on navigating to the "Global Settings" window, click here.
CAUTION: the following settings are sensitive. Do not make a change without contacting customer support first.
- Allow mixed case PO numbers
- Enable enhanced duplicate PO# detection
Caution: please contact OASIS support if setting a field to a value other than what is shown. Not following the recommendations could result in poor performance or bad data.
Setting / Field | Purpose / Action | Recommendation |
---|---|---|
Allow duplicate PO numbers - Warning is provided | Normally, OASIS does not allow a duplicate PO number IF: the customer, manufacturer and the PO# is the same. Setting this flag will allow duplicate PO#s. | Not Checked. |
Resell orders default to Lot Billing | Default resell orders to lot billing if set. Otherwise, unit prices will show when billing. | |
Do not copy descriptions from quotes | Disable the copy of descriptions from the quote when creating the order. | |
Don't show unit prices on Lot Priced orders | If the order has a lot line then no unit prices are printed for any item on the order. | |
Only use resell forms on buy transactions | Normally, resell orders for represented companies will show on the same form (that shows commissions and overage). Setting this flag will show the Purchase Order form (cost only - no commission and overage) for vendor buy orders. | |
Buy PO number is editable | Allow user to change the auto-generated vendor order number in OASIS. | |
Always default order print to the office copy | (To be removed.) | |
Don't allow consolidation orders | When set, resell order lines may be added to a consolidation order. That is multiple customer orders in OASIS ordering from a single vendor order. | |
Blank quoter allowed | Allow the quoter on the order to not be set. | |
Enable enhanced duplicate PO# detection | (To be removed) | Not Checked ** |
Show manufacturer's part number on orders (when available) | Use the price list to show the manufacturers part number under the catalog order when the order is printed. | |
Prepare customer copy of the order (Send Message) | If set and sending an order to a manufacturer, the customer copy of the order is also created. This allows the user to send the manufacturer's copy of the order and then immediately follow with a customer copy to confirm the order with the customer. | |
Blank quoter on PO forms (forms only) | If set, the quoter is not shown on PO forms. | |
Allow mixed case PO numbers | Allow upper and lower case in the PO number | Not Checked ** |
Require Ship-to City, State, and Zip | If set, the order may not be printed (or otherwise sent to the factory) if the shipping address is not completely filled out. | |
Record Sales Account changes | Any sales account change is recorded in the attachments of the order. | |
Allow resell orders to create consigned picks | This allows a resell order to be created to pull from an OASIS consigned warehouse. | Not Checked. |
New orders are X | By default, orders may begin in "hold status", "released status" or the system will ask the user. | |
New resell orders are X | By default, resell orders may be freight allowed or prepaid & add. | |
Unacknowledged after X days and unscheduled after X days | After X days, the order is listed as "Unscheduled" in the blue search bar and related reports in the orders section of OASIS. | 2 days |
Create a reminder to check shipping X days after transmitting an order: | Anytime an order is printed, the user is asked to create a reminder to help remind them to confirm the order with the factory and get shipping information X days later. Set to zero to turn off the feature. | |
Subject: | For the reminder above, the subject is set as defined here. The tag {ManufacturerName} is replaced with the actual manufacturer's name | |
Message: |
For the reminder above, the message is set as defined here. The tag {ManufacturerName} is replaced with the actual manufacturer's name |
Return to Configuring Global Settings
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