Standing Orders, which are open-ended requests to automatically generate orders based on an event, such as the availability of a new version of an existing product or a subscription's expiration date.
Top Area
Ship To
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Company associated with the Bill To person. Company information may populate automatically when the name of the Bill To person is selected.
Attachments Tab
The Attachments tab lists any files relevant to the Standing Orders record.
Comments Tab
The Comments tab lists any additional comments relevant to the Standing Orders record. All comments from the original order will flow into a cancellation order or a cloned order.
General Tab
Date Created
This field displays the date and time the record was created.
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The primary sales representative responsible for this standing order.
Order Information Tab
Campaign
The Campaign field indicates any campaign associated with the Standing Order.
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Order Levels control which GL Accounts are used for a specific order. For example, organizations that sell products to other internal divisions and may want to record the sale, but book the sale to a different set of GL Accounts than if it were being sold to an outside customer. People and companies can have default order and payment levels that are used for purchases, but these items can be overridden on the order. For information on GL Order Levels, see the About Order Levels and GL Accounts section of the "Orders, Payments and Scheduled Transactions" chapter in the Aptify Accounting & Financial Systems Integration Guide for more information.
Payment Type
Indicates how the customer is paying for the order. The default is Purchase Order. Each company or individual using a PO# must have an approved credit status and credit limit recorded in Aptify (if Aptify is configured to perform credit checks — see "Overview of Understanding Order Credit" on page 74 for for details). Accounting sets up the credit status and limit of each company or individual. If an order exceeds a company's or individual's credit limit, they must purchase the items using a different Pay Type. Other choices applicable for standing orders include credit card payments and ACH electronic transfers. Depending on the Pay Type chosen, the fields in the payment section change.
- Note : Past that past payment types will flow down based on the Ship To person indicated in the order. For example, if the Ship To person's last order was completed using Visa as the selected payment type, the next new order for this person would default to Visa as the payment type.
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When using a credit card Payment Type, the card may be authorized at the time of the Standing Order, but should not be charged until the Standing Order is shipped. If the organization is using a third-party merchant account for credit card processing, the credit card is typically authorized automatically when the Standing Order is saved. The credit card is then charged after the Standing Order is shipped by running the Capture wizard within Aptify. |
Products Tab
The products Products tab lists any products records relevant to the Standing Orders record. See "Entering Standing Orders" on page 228 for for details.
Product Categories Tab
The product categories Product Categories tab lists all product category records relevant to the Standing Orders record. See "Entering Standing Orders" on page 228 for for details.
Purchases Tab
The purchases This tab lists all orders relevant to the Standing Orders record.
Schedule Tab
The schedule Schedule tab displays schedule records to specify when a frequency-based standing order should be fulfilled. The Schedule records are created by clicking the Generate Schedule button on the General tab. They are updated automatically when a user fulfills a standing order. See "Entering Standing Orders" on page 228 for for details.
Subscriptions Tab
The Subscriptions tab lists all subscriptions relevant to the Standing Orders record.