Sales Credit Release Inquiry - Header Fields field descriptions

Fields are presented in alphabetical order.

Added COD
Specify an amount to apply an additional C.O.D. amount to the order. You can specify an amount only when the Cash on Delivery (C.O.D.) field is selected.
Address Override
The Address Override setting is displayed for information only. The Address Override setting is part of the Address Validation feature that ensures the address is valid for taxing. The Address Validation pop-up shows the current address side-by-side with the suggested third-party address. Third-party address is available with AvaTax and Vertex Cloud. This override makes the tax calculation with a General Delivery address to avoid an error. This is beneficial when the address is not in the United States Postal Service (USPS) database yet, such as with new construction.
Approval
You must approve an order before it can be picked and invoiced. Approval codes y and n are assigned by the system depending on the customer's status. Orders on credit hold are assigned h. You can designate other characters, except y or n, for other kinds of holds. For example, you may want to assign a hold code of the letter f for orders on hold due to excessive freight costs that the customer does not want to bear.
If you approve an order (take the order off hold), the sales order is validated against Product Restrictions Setup records to prevent restricted products from being sold to an unauthorized customer. Unless a restricted product on a sales order line is already overridden or sent to lost business, each line is validated against the restriction records to determine if the products can be sold to the customer. The ship to address and the ship date are also validated. If a product restriction applies to the order, an error message is displayed. Restricted product errors must be addressed in Sales Order Entry.
Cash on Delivery (C.O.D.)
Select this field if the order requires cash on delivery. You can specify an addon amount for the order in the Added COD field.
Comments
Specify any shipping-related comments.
International Approval
Specify Yes in the International Approval field. You must use the Personalize feature to add the International Approval field to the user interface.
Name
Displays the name of the customer for the order.
Ship Via
Specify the form of transportation to use to ship the order. The default value is from the customer or ship to record, but you can override it. If you interface with a 3rd party shipping application or TWL, this value is required.
Stage
Displays the current order stage.
Terms
The terms for this order. Terms include this information:
  • The method of payment that you accept
  • The length of time before an invoice is due
  • Cash discounts for payment by the designated date
Type

Displays the order type.