Accounts receivable> Sales order> Setup> Summary update

This form is available from both the Customersand Sales orderforms. To use this functionality, you must specify automatic summary update in the Default values for summary updatefield the Accounts receivable parametersform.

Summary update in the Customers form

Select the criteria to be for which you want the summary update. You can choose Quotation, Confirmation, Picking list, Packing slip, and Invoice.

You can also overwrite the values from sales orders.

Summary update in the Sales order form

If a standard value has been set for a specific customer in the Customersform, it will be shown here. You can overwrite the value by clearing the Use values from customercheck box and selecting the appropriate fields in the Automatic summarycolumn.

Navigating the form

The following tables provide descriptions for the controls in this form.

Fields

Field	Description
Use values from customer	Select this check box to use the default settings for the summary update, which are set up for the customer through the Customersform. These settings are shown in the Customer standard valuecheck box.
Form	Description of the current document type.
Automatic summary	Specifies whether the sales order is accumulated with other sales orders when automatic summary update is selected.
Customer standard value	View the default settings for the summary update, which are set up for the customer through the Customersform. To use these settings, select the Use values from customercheck box.

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