Create Sales Order Policy

Description

The policy for the CreateSalesOrder web method.

ID

4d060bdc-fa1e-4ea1-9e89-e1d19a5cb2ce

Behaviors

The following behaviors are defined for this policy:

Assign Batch Prefix
Calculate Unit Price Behavior
Bin Quantity Shortage Behavior
Calculate Total Amount Behavior
Create Inventory Serial Behavior
Allocate Lots Behavior
Include Promotions Behavior
Default Warehouse Behavior
Default Document Type Id Behavior
Create Components Behavior
Check Hold Behavior
Create Commissions Behavior
Allocate Quantities Behavior
Check Credit Limit Behavior
Assign Bin Behavior
Create Inventory Lot Behavior
Allocate Serials Behavior
Miscellaneous Tax Behavior
Create Batch
Create Bins Behavior
Freight Tax Behavior
Day of Week
Quantity Shortage Behavior

Assign Batch Prefix

Description: Will determine if a prefix for the batch Id will be provided

Type: Internal

ID: dc788b46-e2ae-4b7a-80c2-00cb40dcf76f

Behavior Options:

Name	Description	Parameters	ID
No Prefix	No prefix will be specified for the Batch Id	None	1
Specify Prefix	A prefix will be specified for the Batch Id	Prefix	2

Selected option: No Prefix

Calculate Unit Price Behavior

Description: Will determine whether the unit price and total amount will be automatically calculated

Type: Internal

ID: 2e873316-fee1-460e-8da1-12167013401b

Behavior Options:

Name	Description	Parameters	ID
Do Not Calculate	Do not calculate unit price and line total amount	None	0
Calculate	Calculate unit price and line total amount	None	1

Selected option: Calculate

Bin Quantity Shortage Behavior

Description: Will determine whether the bin quantity shortage can be overridden

Type: External

ID: 67e5073d-b69e-4526-8079-1a691d475c48

Behavior Options:

Name	Description	Parameters	ID
Do Not Override	Do not override bin quantity shortage	None	0
Override Bin	Override bin quantity shortage	None	1

Selected option: Override Bin

Calculate Total Amount Behavior

Description: Will determine whether the total amount on the sales line will be automatically calculated

Type: Internal

ID: 41233b06-db1a-4050-b4af-207eb2c908b3

Behavior Options:

Name	Description	Parameters	ID
Do Not Calculate	Do not calculate line total amount	None	0
Calculate	Automatically calculate total amount	None	1

Selected option: Calculate

Create Inventory Serial Behavior

Description: Create Inventory Serial Behavior

Type: Internal

ID: 32dc3e06-7c7f-4625-aee9-24f5c4868be8

Behavior Options:

Name	Description	Parameters	ID
Do Not Create	Do not create	None	0
Create	Create	None	1

Selected option: Create

Allocate Lots Behavior

Description: Used to determine how lot numbers are fulfilled on a sales document line.

Type: Internal

ID: 17fa7992-d96a-481c-b15f-29181ed3fd92

Behavior Options:

Name	Description	Parameters	ID
Automatic	Lot number fulfillment will be automatic	None	0
Manual	Lot numbers will be provided	None	1
Mixed	Any quantity remaining after the manually provided lot numbers are fulfilled will be automatically fulfilled.	None	2

Selected option: Automatic

Include Promotions Behavior

Description: Will determine the application of promotions to the line (i.e. percentage off, value off, or quantity fee)

Type: External

ID: 2e58b57c-8fe1-4e98-bf04-371621f8e8b7

Behavior Options:

Name	Description	Parameters	ID
Do Not Include	Do not include promotions	None	0
Include	Include promotions	None	1

Selected option: Do Not Include

Default Warehouse Behavior

Description: Will determine the default warehouseId to be used when creating a sales document

Type: Internal

ID: 758c758e-13fc-42cc-a508-57a8abe04dcd

Behavior Options:

Name	Description	Parameters	ID
Use Setup Value	The warehouse Id will default from the customer ship-to address on the sales document header; if empty then the warehouse Id will default from Sales Order Processing Setup	None	0
Specify Default	Specify the default warehouse Id	Default Warehouse Parameter	1

Selected option: Use Setup Value

Default Document Type Id Behavior

Description: Will determine the default document type Id to be used when creating a sales document

Type: External

ID: 16fb38cc-d635-4b5e-8235-6235fa828062

Behavior Options:

Name	Description	Parameters	ID
Use Setup Value	Use default document type Id from Sales Setup	None	0
Specify Default	Specify the default document type Id	Default Type Id Parameter	1

Selected option: Use Setup Value

Create Components Behavior

Description: will determine whether kit components are being provided

Type: Internal

ID: f3903ab2-6964-451e-b9be-682c6ca6a89e

Behavior Options:

Name	Description	Parameters	ID
Automatically Create Components	Automatically create components	None	0
Components Will Be Provided	Components will be provided	None	1

Selected option: Automatically Create Components

Check Hold Behavior

Description: Will determine whether the customer's hold status will be checked when the document is created

Type: Internal

ID: 626a4d44-dd14-4a1c-a344-69a8dac9d3a3

Behavior Options:

Name	Description	Parameters	ID
Override Hold	Override hold	None	0
Cancel Document	Cancel document	None	1

Selected option: Cancel Document

Create Commissions Behavior

Description: Will determine whether commissions will be automatically created or manually provided

Type: Internal

ID: ed4b65bd-554a-41bd-b870-86eb41670cd8

Behavior Options:

Name	Description	Parameters	ID
Commissions Will Be Provided	Commissions will be provided	None	0
Automatically Create Commissions	Automatically create commissions	None	1

Selected option: Automatically Create Commissions

Allocate Quantities Behavior

Description: Will determine how quantities on the sales document are allocated

Type: Internal

ID: 97bd3863-2f87-4079-aef4-8b35ee3a5c3c

Behavior Options:

Name	Description	Parameters	ID
Based on Type Id	Allocate quantities based on the document type Id of the sales document	None	0
Allocate	Allocate quantities	None	1

Selected option: Based on Type Id

Check Credit Limit Behavior

Description: Will determine whether the customer's credit limit will be checked when the document is created

Type: Internal

ID: 6cc8431e-7d60-4850-bb07-a66d4d4adb2c

Behavior Options:

Name	Description	Parameters	ID
Override Credit Limit	Override credit limit	None	0
Cancel Document	Cancel document	None	1

Selected option: Cancel Document

Assign Bin Behavior

Description: Will determine whether bins are automatically assigned

Type: Internal

ID: 80ad078e-5787-4e75-8cfb-a8d652d93eab

Behavior Options:

Name	Description	Parameters	ID
Do Not Assign	Do not assign bin	None	0
Assign Bin	Automatically assign bin	None	1

Selected option: Assign Bin

Create Inventory Lot Behavior

Description: Create Inventory Lot Behavior

Type: Internal

ID: 61d22257-3dce-4ae0-a458-b35791040bf6

Behavior Options:

Name	Description	Parameters	ID
Do Not Create	Do not create	None	0
Create	Create	None	1

Selected option: Create

Allocate Serials Behavior

Description: Will determine how serial numbers are allocated on a sales document line

Type: Internal

ID: 75d49cdf-0a3e-4b4e-9c39-c9d603d17973

Behavior Options:

Name	Description	Parameters	ID
Automatic	Serial number fulfillment will be automatic	None	0
Manual	Serial numbers will be provided	None	1
Mixed	Any quantity remaining after the manually provided serial numbers are fulfilled will be automatically fulfilled	None	2

Selected option: Automatic

Miscellaneous Tax Behavior

Description: Will determine whether the miscellaneous amount on the document is taxable and if taxable where the miscellaneous tax schedule Id defaults from

Type: Internal

ID: 799cbafa-207a-4e42-8141-d9f281fc2ba9

Behavior Options:

Name	Description	Parameters	ID
Default From Setup	Default From Setup	None	0
Taxable	Taxable	None	1
Nontaxable	Nontaxable	None	2
Base On Customer	Base On Customer	None	3

Selected option: Default From Setup

Create Batch

Description: Specifies the naming method to use when a new batch is created by the web service, if the name of the batch was not supplied

Type: Internal

ID: 5855c79b-17a8-43b6-ab4f-db52e64fd0bd

Behavior Options:

Name	Description	Parameters	ID
Hourly	The batch name will use the following format: Numeric representation of year, month, and day, followed by the letter "H" and then the hour in 24-hour format. For example, 20060710H17 represents July 10, 2006 at 5 p.m	None	1
Daily	The batch name will use the following format: Numeric representation of the year, month, and day. For example, 20060710 represents July 10, 2006	None	2
Weekly	The batch name will use the following format: Numeric representation of the year, followed by the letter "W", the numeric representation of the current week in the year, and finally the value specified by the Day of Week behavior. For example, 2006W2802 represents Tuesday of the 28th week of 2006	None	3

Selected option: Hourly

Create Bins Behavior

Description: Create Bins Behavior

Type: Internal

ID: 1a994c4e-c0a9-4466-aba0-e01157f78646

Behavior Options:

Name	Description	Parameters	ID
Do Not Create	Do not create	None	0
Create	Create	None	1

Selected option: Create

Freight Tax Behavior

Description: Will determine whether the freight amount on the document is taxable and if taxable where the freight tax schedule Id defaults from

Type: Internal

ID: 9a601da7-bf3a-4da2-b70f-e30f5798158f

Behavior Options:

Name	Description	Parameters	ID
Default From Setup	Default From Setup	None	0
Taxable	Taxable	None	1
Nontaxable	Nontaxable	None	2
Base On Customer	Base On Customer	None	3

Selected option: Default From Setup

Day of Week

Description: If the Create Batch behavior is set to Weekly, specifies the value to use in the day of the week portion of the batch name created by the web service

Type: Internal

ID: c4f96f80-69bd-4a67-ac0f-f019fa79bb1c

Behavior Options:

Name	Description	Parameters	ID
Monday	The value "01" representing Monday	None	1
Tuesday	The value "02" representing Tuesday	None	2
Wednesday	The value "03" representing Wednesday	None	3
Thursday	The value "04" representing Thursday	None	4
Friday	The value "05" representing Friday	None	5
Saturday	The value "06" representing Saturday	None	6
Sunday	The value "07" representing Sunday	None	7

Selected option: Monday

Quantity Shortage Behavior

Description: Will determine how to proceed when there is a quantity shortage

Type: External

ID: 3ea346a7-69f5-403d-87cf-fc3d9e5a9c9d

Behavior Options:

Name	Description	Parameters	ID
Sell Balance	Sell Balance	None	1
Override	Override	None	2
Backorder All	Backorder All	None	3
Backorder Balance	Backorder Balance	None	4
Cancel All	Cancel All	None	5
Cancel Balance	Cancel Balance	None	6

Selected option: Override