Manufacturing options (SOP settings / Invoice and order settings)

If you are using Sage 200 Manufacturing, you can link sales order lines with works orders. You can't link invoices (from Invoicing). You can set up the defaults for this here.

Note: This only applies if you have installed Manufacturing.

You must:

  • Select the Allocate Sales Orders option in Works Orders Settings Allocate/Issue/Complete tab.

Find this screen

Open: Sales Order Processing > SOP Utilities > System Set Up > SOP Settings | Manufacturing.

Open: Sales Order Processing > SOP Utilities > System Set Up > View SOP Settings | Manufacturing.

Flag Sales Order Line as Linked (sales orders only)

Choose the default setting from the following options:

Always Select this to make sure that the sales order line will be flagged as linked.
Never

Select this to make sure that the sales order line will not be flagged as linked.

Note: If you select this option, the Create Works Order when Sales Order is saved option is automatically set to Never.
Operator Choice (Default Yes) Select this if you want sales order lines to be flagged as linked by default. You can decide not to link a sales order line when you enter the sales order.
Operator Choice (Default No)

Select this if you do not want to flag sales order lines as linked by default. You can decide to link a sales order line when you enter the sales order.

Create works order from sales order (sales orders only)

Works orders can be created for the item in a sales order. This does not create works orders for a sub-assembly.

Choose the default setting from the following options:

Always Select this to make sure that a linked works order is created when you save the sales order line.
Never Select this to make sure a linked works order is not created when you save the sales order line.
Operator Choice (Default Yes) Select this if you want a works order to be created by default. You can decide not to create the works order when you enter the sales order.
Operator Choice (Default No) Select this if you do not want a works order to be created by default. You can decide to create the works order when you enter the sales order.
See also

Other tasks

Document numbering (SOP settings / Invoice and order settings)

Invoice and order entry (SOP settings / Invoice and order settings)

Sales Assistance (SOP settings / Invoice and order settings)

Default accounts (SOP settings / Invoice and order settings)

Processing options (SOP settings / Invoice and order settings)

Printing options (SOP settings / Invoice and order settings)

Intrastat options (SOP settings / Invoice and order settings)

Reference

Allocate/Issue/Complete (WOP settings)