You can create a new order type on the Order Types (SO201000) form. For the new order type, you should specify the following settings, which affect the general workflow of the orders of this type:

• Automation Behavior: The type of automation behavior used for the template, which can be Sales Order, Invoice, Quote, Credit Memo, Mixed Order, Transfer Order, RMA Order, or Blanket Order.
• Default Operation: The default inventory operation for the order type, which can be Receipt or Issue.
• AR Document Type: The type of accounts receivable document to be generated for an order of the type. Depending on the type of the selected automation behavior, this type can be Invoice, Debit Memo, Credit Memo, Cash Sale, Cash Return, Invoice/Credit Memo, Cash Sale/Cash Return, or No Update (which means that no AR document will be created).

After you have specified the template settings, you configure additional processing options on the General tab of the form.

On the Order Types (SO201000) form, you can create a custom order type that is based on the available templates, which generally involves creating a new order type with a predefined template and making slight changes to the order type settings. For example, you can create separate quote order types, based on the QT (Quote) template, for the customer price classes of wholesale, retail, and catalog customers.

The following predefined templates are available:

• BL (Blanket Order): The built-in template for the BL order type. You use documents of this type to plan and forecast long-term sales.
• CM (Credit Memo): The built-in template for the CM order type. You use documents of this type to adjust already-completed sales orders.
• CR (Cash Return): The built-in template for the CR order type. Documents of this type are used when the customer returns goods from a cash sale order that did not involve shipping.
• CS (Cash Sale): The built-in template for the CS order type. You use documents of this type to register cash sales.
• IN (Invoice): The built-in template for the IN order type. You use documents of this type to bill the customer for shipped goods.
• MO (Mixed Order): The built-in template for the MO order type. You use documents of this type for processing both a sale and a customer return in the same document.
• QT (Quote): The built-in template for the QT order type. Documents of this type register the customer’s intention to buy goods in the specified quantity, on the specified date, and at the specified price.
• RC (Return for Credit): The built-in template for the RC order type. You use documents of this type to register customer returns for credit without replacement.
• RM (Generic Authorized Return): The built-in template for the RM order type. Documents of this type register customer returns with replacement for credit within the product’s warranty period.
• RR (Return with Replacement): The built-in template for the RR order type. You use documents of this type to register customer returns with exact replacement of goods.
• SA (Sales Order with Allocation): The built-in template for the SA order type. You create documents of this type to record customers’ requests to purchase goods and to reserve the requested goods for the orders.
• SO (Sales Order): The built-in template for the SO order type. Documents of this type are created to record customers’ requests to purchase goods that should then be shipped to the customer location.
• TR (Transfer): The built-in template for the TR order type. You generate documents of this type to record stock replenishment by transferring goods from the source warehouse to a destination warehouse.

This order type appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

• Sales Orders Preferences (SO101000)
• Shipments (SO302000)
• Invoices (SO303000)
• Workflow API Guide
• Workflow UI Guide