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

Name of the person to whom the orders generated by this standing order will be shipped.

Ship To Company

Company associated with the Ship To person. Company information may populate automatically when the name of the Ship To person is selected.

Bill To

Name of the person who will appear in the Bill To field on orders generated by this standing order, if different from the Ship To person.

Bill To Company

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.

Date Expires

The date the standing order expires, if applicable. An expired standing order cannot be fulfilled.

Fulfillment Start Date

The date the fulfillment should begin.

Status

Select from Active or Inactive. An inactive standing order cannot be fulfilled.

Purchase Type

Select from Individual or Company based on whether the standing order is for a person or a company.

Currency Type

The Currency Type field indicates the currency on which the order is based.

Type

The Type field indicated the type of order. Select from Frequency or Version.

Frequency

The Frequency field indicates the frequency with which the order should be fulfilled if the order type is set to frequency.

Employee

The employee field lists the name of the employee who recorded the standing order.

Sales Rep

The primary sales representative responsible for this standing order.

Order Information Tab

Campaign

The Campaign field indicates any campaign associated with the Standing Order.

Shipment Type

The shipment type field indicates the type of shipment for the order.

Order Source

How the customer placed the standing order. The default is Walk-In. Other standard options are Phone and E-mail.

Order Level

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 About Order Levels and GL Accounts for more information.

Payment Type

Indicates how the customer is paying for the order. The default is Purchase 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 Understanding Order Credit 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 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.
   

Products Tab

The Products tab lists any products records relevant to the Standing Orders record. See Entering Standing Orders for details.

Product Categories Tab

The Product Categories tab lists all product category records relevant to the Standing Orders record. See Entering Standing Orders for details.

Purchases Tab

This tab lists all orders relevant to the Standing Orders record.

Schedule Tab

The 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 for details.

Subscriptions Tab

The Subscriptions tab lists all subscriptions relevant to the Standing Orders record.