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Default Values for ERP Sales Orders – Sales Order
Templates
Similar to Customer templates, Sales Order templates are used to define the default
values when new sales orders are created in the back-office system by Sage
SalesLogix. You may assign different templates to different Sage SalesLogix users
depending on rights and values to be entered for a new customer record.
Sales Order templates can be assigned to users. If a Sage SalesLogix user does not
have a template assigned, the DEFAULT template will be applied.
Order Number defines the method used to select the next sales order number to be
used. The options are:
• Next Order Number
• Sales Order ID
Create Opportunity Contact if not present will automatically create an ERP Contact if
the Contact does not exist in the Sage MAS ERP system.
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