The function of wildcards in Order Management in Microsoft Dynamics SL

INTRODUCTION

This article discusses the function of wildcards in Order Management in Microsoft Dynamics SL.  Additionally, this article contains an example, a list of valid wildcards, and the source locations for each wildcard.

MORE INFORMATION

1. In the Order Types (40.200.00) screen,you can specify default accounts and subaccounts for sales, line item discounts, whole order discounts, cost of goods sold, freight, and miscellaneous charges. The defaults can be actual General Ledger (GL) accounts and subaccounts or they can be wildcards.
   

2. If you specify a wildcard, this indicates that the accounts and subaccounts will be defaulted from other screens.

3. When you specify a wildcard in an account box or in a subaccount box in the Order Types (40.200.00) screen, and you use that order type to create an order, the program finds the appropriate account number and subaccount segment by finding the source location of the wildcard. If the wildcard is in the account box, the appropriate account is located. If the wildcard is in the subaccount box, the appropriate subaccount segment that corresponds to the wildcard segment is located.
   

Example

1. In the Order Types (40.200.00) screen for the SO (Sales Order) order type ID, you specify the following information on the Accounts tab:

2. • • Sales Account : &CC 

     • Sales Sub : 00-&CC-00-00-00-0
       

3. The &CC wildcard refers to the Accounts Receivable Customer Class (08.290.00) screen on the OM Defaults tab,where the following information exists for the sales account and sales subaccount:
   

4. • • Sales Account : 3030
       

     • Sales Sub : 00-999-00-00-00-0
       

5. When you use the SO order type to create a new order or a new shipper for a customer, that customer has an associated customer class ID defined.  When you save the sales order or the shipper, Order Management first finds the accounts and subaccounts setup for the order type.  The wildcard tells Order Management which screen to refer to for more account information. In this example, the screen is the Customer Class (08.290.00) screen.  Order Management locates the appropriate account on the OM Defaults tab in the Customer Class (08.290.00) screen, and then populates the sales account and sales subaccount on the order.

Notes

1. If the Inventory module is not installed and non-stock items are set up in the Non-Stock Item (40.235.00) screen, you cannot use the &IT, &SI, and &PL wildcards.
   

2. The "References" section contains a list of valid wildcards and the source location for each wildcard.
   

REFERENCES

This article was TechKnowledge Document ID: 117822