Set Up Orders and Documents

This section controls how Magento orders become BC documents.

Allow Download

Allows Order Download is the central permission switch.

Automatic Document Creation

Create Doc. Immediately automatically creates a BC document on download. Start with manual creation.

Document Type

Sales Order Document Type is usually Order. Use other types only after a process review.

Number Series

Sales Order No. Series must exist and have sufficient capacity.

In this app version, the selected number series can be written to the global setup Sales & Receivables Setup → Order Nos.. This also affects manually created sales orders. Check the global setting after setup and testing.

Download Filter

Downloadable Order Status controls the interactive filter. The Selected checkbox in the status list is not evaluated for this purpose in version 27.10.0.16. The separate standard download job uses hard-coded statuses.

Additional Fields

• Start From Order ID
• Default Location Code
• Calculate Invoice Discount
• Prices Including Tax
• Calculate Tax When Create Sales Order
• Calculate Tax on Shipping Cost
• Replace Magento Shipping Cost
• Download Order Item options

Test guest/customer orders, discounts, shipping, tax, options, partial quantities, and retries.