New features added, versions 7.5.1, 7.5.2, 7.5.3, 8.1, 7.5.4R4, 8.4R4, 8.5.2, 8.6R1
Program ARIE, One-Step Invoice Entry, is used to enter customer invoices using the one-step method. This program is also used to maintain invoices until the invoicing is complete (order status: Invoiced) or the invoice has been canceled.
The order in which invoices will be listed in this program is determined by the OE_DEFAULT_SORT parameter in program MURM, Initialization Parameter Maintenance.
If you want the sales rep to automatically update to the line items when changing the rep in the header, set the MURM parameter OE_AUTO_UPD_LINE_REPS is set to Y, then the system doesn't prompt the user if they want to update the line item sales reps to match the header sales rep. When header sales rep is changed, go ahead and update the line reps as well.
A one-step invoice is a sales order and an invoice in one document. The system assigns both an order number and an invoice number at the time the invoice is created, whereas a two-step invoice is originally a sales order that becomes an invoice when it is later confirmed as shipped. Once into the accounts receivable jobstream, the two types of invoices are identical.
To enter Accounts Receivable balances for existing customers after the installation of a new system, enter a debit note in program ARIE, One-Step Invoice Entry. After processing with program OESJ, Sales Orders End of Day and Journals, the debit note amount will appear as the customer's open accounts receivable balance in program CMCM, Customer Credit Maintenance. This prevents the system from removing any inventory from stock. If the General Ledger is interfaced, it may also be necessary to establish the appropriate general ledger accounts with program GLTM, Account Maintenance, and posting accounts with program GPTM, Posting Template Maintenance, for your log-in enterprise.
Be sure to view the Sales Order Entry Features section of the NDS Online Help for more information about features offered in program ARIE, One Step Invoice Entry.
You must press the [Invoice Complete] button on the Summary screen for the sales order to be able to be processed with program OESJ, Sales Order End of Day and Journals.
Hot keys in this program include:
Alt+C - Header Comments
Alt+S - Summary Block
Alt+K - Header Ok
Alt+D - Calc Discount
Sales Order Entry Parameters
Sales Order Entry Features
Restricting Customer / Item Purchases
Sales Restrictions by Low Stock Allocation
Sales Order Entry by Zip Code
Sales Order Entry by Phone Number
Taxing Procedure
Sellable Items
Sales Order Line Renumbering
Contract Prices
Debit and Credit Notes in Sales Analysis
Shipping Master Lots and Lot Control Number Ranges
Containers for One Step Invoices
Comments Lists of Values
Entering One Step Invoices
Containerizing Items on a One Step Invoice
Entering Sales Representative Commissions
Canceling Sales Orders
Entering Substitute and Supersede Items on a Sales Order
Entering Credit Notes and Debit Notes for Projects and Project Lines
Searching for Items
ARIE Action Buttons
Payflow Pro Payment Processing
Third Party Shipping Accounts for Shipping Interfaces
Clippership Interface and Connectship / WorldEase Interface
If you want to use the contract price from program CMCP, Customer Contract Maintenance, in program ARIE, One-Step Invoice Entry, you must enter the unique identifier in the Unique ID field. You can enter multiple contract lines for the same item on the same customer contract by entering different unique ID's. When you enter a unique ID during sales order entry, the price for that ID will be displayed.
If you want to have credit and debit notes recorded in sales analysis, the Allow Notes in Sales Analysis flag in program SPAP, System Parameters/Accounting Parameters, must be set to on.
Lot and serial control numbers can be set up with master lot control numbers. Master lots are used as an overall control number for which sub lots exist.
For example, if you had a group of 10 containers that were received, the entire amount received might be the master lot, while each of the containers might be the sub lot. Then, shipments could be made from each of the sub lots in a lot control number range.
The master lot control designator entered in program SPMM, System Parameters/Default Maintenance, is used to determine what part of the control number is the master lot. For example, if the master lot designator is /, and the control number is ABC/123, the master control number is ABC, and the sub lot is 123.
Master lots can be received from purchase orders, issued to work orders, and shipped to customers with control number ranges.
When a control number is shipped to a customer using a control number range, the quantity shipped is divided by the number of control numbers in the range. This amount is shipped from each control number in the range. Any remaining quantity is shipped from the last control number in the range.
For example, suppose the quantity shipped is 125, and the control number range is ABC/101 to ABC/110. The system would divide 125 by 10, to get an even quantity of 12 and a remainder of 5. Control numbers ABC/101 to ABC/109 would ship the quantity of 12. The remainder of 5 would be added to the 12 for ABC/110, which means that ABC/110 would ship a quantity of 17.
Containerizing items in program ARIE, One Step Invoice Entry, is different than containerizing items after they have been staged. Even though containerization in this program is similar to staging and containerization, you cannot maintain containers entered in this program with any of the staging programs.
You can put different quantities of items in different containers. More than one container can be used per order. Items with the same lot control number and shipping location can be shipped in different containers, as can non-controlled items.
Sales order line numbers are assigned by the program as the line items are entered. You can enter them manually.
To enter a sales order line in between two other line items, place the cursor on the bottom sales order line. Press [New Record].
A new sales order line will be inserted above the selected sales order line. All sales order lines below the new sales order line will be renumbered, incremented by 1.
To
renumber all line items, press the [Renumber Lines] 
button.
Enter the increment by which you wish to renumber the sales order lines. The default is 10.
Press the [Renumber Line Items] button.
Sales order lines will be renumbered.
Comments displayed here are sorted according to the OE_COMMENT_SORT parameter in program MURM, Initialization Parameter Maintenance.
The setting of the COMMENT_LOV_ARIE parameter in program MURM, Initialization Parameter Maintenance, determines whether the boilerplate list of values or a field editor will be displayed when the user double-clicks in the comment text field in this program.
See the Comment Lists of Values in Sales Order Entry section for more information.
1. In the Cust No field, enter the customer number.
2. The Inv Type field defaults to INV - Invoice. You can change the invoice type to CM - Credit Memo, DM - Debit Memo, CN - Credit Note, or DN - Debit Note.
A credit memo increases inventory balances for the entered item and quantity. Credit memos can be applied to regular invoices to reduce the invoice amount. The list price for an item on a credit memo is the current price for the item.
A debit memo reduces inventory balances for the entered item and quantity. Debit memos can be applied to regular invoices to increase the invoice amount.
A credit note will not affect the inventory balances. Credit notes can be applied to regular invoices to reduce the invoice amount. . The list price for an item on a credit note is the current price for the item.
A debit note will not affect inventory balances. Debit notes can be applied to regular invoices to increase the invoice amount.
3. If you are entering a credit memo, credit note, debit memo, or debit note, you can apply the transaction to a regular invoice. To do this, enter the invoice number to which you wish to apply the transaction in the Apply to Inv field.
4. When creating a credit note or credit memo, the user will be alerted when the shipvia on the original order has an associated miscellaneous code. User will be prompted on whether or not any miscellaneous codes from ShipVia should be added to the credit note or memo.
5. In the Inv No field, the program will assign an invoice number when the invoice is saved. You can enter an invoice number here, if desired.
If you cancel an invoice, the invoice number can be reused by entering it manually on a new invoice in the Invoice No field.
6. In the Sale Rsn field, enter the sales reason for the invoice. The default is the sales reason code from the customer record, but it can be changed.
7. In the Location field, enter the sales location for this sales order.
The sales location defaults according to the Default Location Rule pop-list in program SPON, Order and Invoice Number Control, for the financial enterprise.
8. In the PO No field, enter the customer's purchase order number for reference, if desired. If the PO required in POS flag is set to on for the customer in program CMMM, Customer Master Maintenance, a purchase order number must be entered here.
If you leave this field blank, and you enter an item for which there is a valid contract, the blanket purchase order number from program CMCP, Customer Contract Maintenance, will be automatically entered with the warning that it is using the blanket purchase order number.
If the entered purchase order number is not a blanket purchase order, and has been used on a previous sales order for this customer, the program will return a warning stating that the purchase order number has been used on a pervious sales order with the sales order number.
9. The Proj No field is used when the invoice is created from project billings in program PMBM, Project Billing. The field displays the project number for which the invoice was created. It cannot be entered or maintained.
For debit notes and credit notes created manually for projects in this program, you can enter the project number in this field before the header is committed the first time. For more information, see the Entering Credit Notes and Debit Notes for Projects and Project Lines section.
10. The sales order number is assigned when the invoice is committed, or you can manually enter the sales order number in the Order No field.
11. In the Ship Date field, the ship date is the date on which the order is scheduled to be shipped. It becomes the default due date for the order lines.
12. If using the optional User Ref fields, enter the information for the User Ref fields.
13. Sales representatives can be assigned to an order using the [Sales Reps] button in the header. For more information on sales representative commissions, see the Entering Sales Representative Commissions section.
14. Set the Print Invoice field to the desired setting. When this flag is set to on, an invoice can be printed with program ARIP, Invoice Print, for this sales order.
15. Order codes, including ship via, FOB, terms, freight and catalog ID, can be changed when you press the [Order Codes] button.
Many of these codes default from the customer record in program CMMM, Customer Master Maintenance.
You can also put an order on hold, enter a letter of credit reference, and view the status.
The
catalog number for catalog pricing is entered here. For more information,
see the Catalog
Pricing section.
If you change the catalog ID after entering sales order lines,
be
sure to press the [Reprice] 
button
to re-price the existing order lines for the new catalog ID.
The default catalog ID for a sales order is determined by the catalog ID assigned to the sales order's sales location in program ARLM, Location Maintenance.
If the sales location Price From pop-list is set to Price Based on Customer Location, the catalog ID will default from the sales location assigned to the customer for the sales order.
The margin percent can be changed for margin priced customers.
The margin percent defaults from the customer credit record in program CMCM, Customer Credit Maintenance.
If no margin percentage exists in the customer credit record, the margin percentage is from the sales location record. If the sales location is changed, the margin percentage will be updated from the new sales location, provided the original margin percentage was taken from the old sales location.
If you change the margin percentage manually, the manual entry will override the default values from the credit record and location record.
If you want a pick list or pack list printed for the order, set the appropriate flag to on.
The Src Doc Type and Src Doc ID fields are user-defined fields.
For invoices created from program PMBM, Project Billing, the Src Doc Type field displays PMBM to distinguish it from credit notes and debit notes manually created for projects.
For invoices created from program PMBM, Project Billing, the Src Doc ID field will display the project number for which the invoice was created.
When the parameter OE_VAL_SRC_DOC is set to N in program MURM, Initialization Parameter Maintenance, these fields can be modified by the user.
If 3rd Party Billing Accounts are to be used for this sales order, set the Use 3rd Party Billing flag to on. For more information, see the Third Party Shipping Accounts for Shipping Interfaces section of the NDS Online Help.
The Price From pop-list setting defaults from the sales location record in program ARLM, Location Maintenance, but can be changed here. The pop-list determines how the price will be calculated for the sales order line items.
Price Based on Selling Location: The price will be calculated according to the pricing parameters set up for the item in the plant entered in the sales order header. (This is the plant assigned to the sales location record on the sales order.)
Price Based on Shipping Location: The price will be calculated according to the pricing parameters set up for the item in the plant entered on the sales order line.
Price Based on Customer Location: The price will be calculated according to the plant assigned to the sales location that is assigned to the customer in program CMMM, Customer Master Maintenance. The catalog ID is also taken from the customer location. If the customer's sales location has the Price From pop-list set to Price Based on Specific Plant, the price will be calculated from the Price Plant assigned to that location.
Price Based on Specific Plant: The price will be calculated according to the pricing parameters set up for the plant entered in the Price Plant field in this program.
If you change the Price From pop-list after
entering sales order lines, be sure to press the [Reprice]
button
to re-price the existing order lines.\
In the Complaint Code field, enter the complaint reason code from program CMRC, Complaint Reason Codes Maintenance, which you wish to assign to this invoice. The complaint reason description can be modified here.
Invoices created from service warranty transactions in program SVMM, Service Master Maintenance, will have the complaint reason code from the service warranty transaction assigned automatically.
16. Addresses can be changed with the [Addresses] button.
Tax codes and rates are taken from the customer's ship to record. When the ship to record is changed, the tax code will be updated from the new ship to record.
The [Ship To] button brightens when there are multiple ship to codes for the customer. Press the button and a list of values is displayed from which the desired ship to code can be picked. When a ship to has changed a pop up message will appear notifying the user of the change (this feature requires custom programming for procuser).
Set the Residential flag to on to indicate that the address is a residential address. Otherwise, leave the flag set to off.
The [Save New Ship To] button allows you to enter and update ship to codes for the customer from sales order entry. For more information, see the Ship To Code Updates section of the NDS Help.
If the ship to code is changed after the sales order header is entered and committed, the miscellaneous codes for that ship to code will not be removed. The user must remove them manually.
For more information on sales order addresses, see the Addresses section of the Sales Order Entry Features..
The customer fax and email information can be changed for a sales order. This information can also be added to the customer master record from the sales order, if desired. For more information, see the Fax / Email Override section of the Sales Order Entry Features.
For those using the Clippership Interface or Connectship / WorldEase Interface, the ship to address zip component must NOT contain any embedded spaces. For example "Big City VA 99999-1000 USA" will parse correctly, but "Vancouver BC 9CH 4BG Canada" will produce an incorrect zip code for clipper. "Vancouver BC 9CH4BG Canada" would work correctly.
17. To view sales order tracking information, press the [Tracking] button.
To view a single tracking code, in the Show Only Track Code pop-list, select the tracking code that you wish to view. The records will be requeried with only the records for that tracking code displayed. To view all tracking codes, select All in the pop-list.
18. When you have completed entering the header, press the [Save] button.
19. The cursor is moved into the Item No field in the lower block. Enter the item number that is being ordered.
Non-stock items can be entered if the Non-Stock Allowed pop-list is set to allowed or ask operator in program ARLM, Location Maintenance.
If an item number is entered for which there is a contract for this customer with a unique ID, the program displays a message warning you of the existence of a unique ID, which can be entered in the appropriate field.
If a customer/item number reference exists for this customer and item in program ICCR, Customer / Item Cross Reference Maintenance, the first customer item number found for the item and customer will be automatically entered in the Cust. Item No. field. You can use the list of values to select a different customer item number, if necessary. For more information, see the Adding Customer Items to the Cross Reference from Sales Order Entry section of the Sales Order Entry Features.
Kit items and model items can be entered.
Kit items with controlled items must have the ship details entered for controlled items before the sales order can be processed through program OESJ, Sales Order End of Day and Journals.
Model items must have a valid configuration before the sales order can be processed through program OESJ, Sales Order End of Day and Journals.
Kit component quantities can be maintained with the [Model Details] button. To change the kit component quantity per, enter the new quantity per in the Qty Per field.
20. In the Qty Shipped field, enter the quantity shipped for non-controlled items.
If the item has a case quantity and the quantity ordered is not an even multiple of the case quantity, a warning will be displayed.
Case quantities are entered in program ICPM, Inventory Planning Data Maintenance.
21. For controlled items, the quantity shipped should be entered with the [Ship Details] button. If you use the [Ship Details] button for non-controlled items, you can ship the item from locations other than the default location for that item.
Put the cursor on the item for which you are entering the quantity shipped.
Press the [Ship Details] button.
Enter the stock area and bin location from which you wish to ship the item. You can use the List of Values to display the areas in which the item is stocked.
If the item that is being shipped is defined as optional control in program ICEM, Item/Plant Maintenance, and it is being shipped from a non-controlled location, a control number must be entered for the item.
For lot controlled items, enter the lot control number. The List of Values displays the control numbers that exist in the indicated stock area and bin location.
If you are using master lots, you can enter a lot control number range here.
Enter the first lot control number in the range in the Control Number - Start field.
Enter the last control number in the range in the Control Number - End field.
Only lot control numbers with master lots can be shipped in ranges.
For more information on master lots, see Shipping Master Lots and Lot Control Number Ranges*Invoice_Shipping_Master_Lots.
For serial controlled items, you can enter a range of serial control numbers for the shipped quantity.
Enter the first control number in the range in the Control Number - Start field.
Enter the last control number in the range in the Control Number - End field.
If you enter a range of serial control numbers for the items, the range of control numbers must be equal to the number of items being shipped from the indicated location.
For example, if you are shipping 5 of an item, you need to enter a range of control numbers that includes exactly five control numbers.
The system allows you to enter a control number even if it has a zero or negative quantity on hand. The logic is that the control number entered at this time is correct and that the error occurred earlier. You can use program ITEI, Control Number Error Inquiry, at any time to check for control number errors.
Enter the quantity of the item that you wish to ship from the indicated location. You can ship quantities from multiple locations.
Press [Commit].
If you are containerizing the items on the order, see the Containerizing_Items_on_a_One_Step_Invoice section.
If the item has a case quantity entered in program ICPM, Inventory Planning Data Maintenance, and the quantity ordered is not an even multiple of the case quantity, a warning will be displayed.
22. For modular items, use the [Configure] button.
If you have the Models are Treated as Kits for OE Allocations flag set to on, model items are treated as kits for shipping as well. Configure the item as explained in program MOCF, Modular Bill Configuration, and then see step 17.
If the modular item is controlled, you must first follow the instructions for shipping a controlled item in step 16. If the modular item is non-controlled, you must enter the quantity shipped before pressing the [Configure] button.
For more information on configuring models, see the information on program MOCF, Modular Bill Configuration.
Once a modular item has been configured, or if the item is a kit, you can view the components of the modular item with the [Model Details] button.
23. For Kit items, or model items if you have the Models are Treated as Kits for OE Allocations flag set to on, see the following instructions.
A. Enter the quantity shipped for the kit.
Kit component quantities can be maintained with the [Model Details] button. To change the kit component quantity per, enter the new quantity per in the Qty Per field.
If the Models are Treated as Kits for OE Allocations flag is set to on, you must first configure the model item before you begin step B.
B. Press the [Ship Details] button. This allows you to specify from which lots and control numbers the ship quantity will be taken.
The system allows you to enter a control number even if it has a zero or negative quantity on hand. The logic is that the control number entered at this time is correct and that the error occurred earlier. You can use program ITEI, Control Number Error Inquiry, at any time to check for control number errors.
C. Find the item for which you wish to maintain the ship details by scrolling through the kit components with the arrow keys or the scroll bar to the right of the items.
D. In the lower block, enter the stock area and bin location from which the quantity will be shipped. The List of Values displays the stock areas and bin locations in which control numbers for this item are located.
E. For lot controlled items, enter the lot control number. The List of Values displays control numbers that exist in the indicated stock area and bin location.
If the item that is being shipped is defined as optional control in program ICEM, Item/Plant Maintenance, and it is being shipped from a non-controlled location, a control number must be entered for the item.
If you are using master lots, you can enter a lot control number range here.
Enter the first lot control number in the range in the Control Number - Start field.
Enter the last control number in the range in the Control Number - End field.
Only lot control numbers with master lots can be shipped in ranges.
For more information on master lots, see Shipping Master Lots and Lot Control Number Ranges*Invoice_Shipping_Master_Lots.
F. For serial controlled items, you can enter a range of serial control numbers for the shipped quantity.
Enter the first control number in the range in the Control Number - Start field.
Enter the last control number in the range in the Control Number - End field.
If you enter a range of serial control numbers for the items, the range of control numbers must be equal to the number of items being shipped from the indicated location. For example, if you are shipping 5 of an item, you need to enter a range of control numbers that includes exactly five control numbers.
If the item that is being shipped is defined as optional control in program ICEM, Item/Plant Maintenance, and it is being shipped from a non-controlled location, a control number must be entered for the item.
G. Enter the quantity shipped from that location.
Double-clicking with your left mouse button in the Qty Shipped field will enter the quantity ordered less the backordered quantity.
You can ship quantities from multiple locations and with multiple control numbers.
H. If you wish to containerize the order, see the Containerizing Items on a One Step Invoice section.
I. Press [Commit]. Return to the main screen. You can also maintain the shipping information for non-controlled items with the [Ship Details] screen.
24. In the Plant field, you can change the default ship from plant. This is the plant from which the inventory will be shipped.
The default ship from plant comes from the item record in program ICEM, Item/Plant Maintenance.
If no default ship from plant exists for the item record, the program looks at the plant linked to the sales location in program ARLM, Location Maintenance, for the sales location for which you are entering this order.
The ship from plant can be changed here.
If the Price From pop-list under the [Order Codes] button is set to Shipping Location, the list price and unit cost for the item are taken from the default plant displayed here. If the plant record is changed, the list price and unit cost are also changed to that of the new plant.
25. Set the Override flag to the desired setting. When this flag is set to on, you can change the price in the Unit Price field.
The override flag default setting is determined by the Manual Price Entry flag in program ICSM, Inventory Sales Data Maintenance, for each item.
If the override flag is set to on by default, setting the flag to off will populate the list price automatically.
The list price can be changed for stocked items only if the Override flag is set to on and if the Disable update of list price (except for nonstocks) in Order Entry is set to off for the sales location in program ARLM, Location Maintenance.
26. In the User field, enter the user discount percentage for the sales order line.
The user discount percentage is applied to the list price for the item.
Entries can be made in this field only if the Disable entry of user discount % in Order Entry is set to off in program ARLM, Location Maintenance, for the sales location, and the Override flag is set to off for the sales order line.
If the Override flag is set to on, no discount can be entered.
If discounts have been entered in program CMDM, Discount Level Maintenance, with the LOV flag set to on, this field will have a list of values containing those percentages.
27. In the Addtnl field, enter any additional discount percentage for the sales order line.
The additional discount percentage is applied to the unit price for the item.
Entries can be made in this field only if the Disable entry of additional discount % in Order Entry is set to off in program ARLM, Location Maintenance, for the sales location.
28. In the Flat Disc field, you can enter a flat discount, if desired.
Flat discounts are subtracted from the extended price of the order line.
If the extended price is changed, the flat discount field will be entered as the difference between the calculated extended price and the entered extended price for the order line.
Flat discounts can be entered when the Override flag is set to on or off.
Flat discounts can be entered for contract pricing.
Entries can be made in this field only if the Disable entry of flat discount amount in Order Entry is set to off in program ARLM, Location Maintenance, for the sales location.
29. You can change the extended price in the Ext Price field, if desired.
You can change the extended price when the Override flag is set to on or off.
The difference between the calculated extended price and the entered extended price will be written to the Flat Disc field.
30. In the List Price field, a list price must be entered for non-stock items.
The list price can be changed for stocked items only if the Override flag is set to on and if the Disable update of list price (except for non-stocks) in Order Entry is set to off for the sales location in program ARLM, Location Maintenance.
The list price for stocked items defaults from the list price source entered for the plant in program ARLM, Location Maintenance.
If the list price for an item is zero, no postings will be made to the Trade Discount posting type and general ledger account in program GPTM, Posting Template Maintenance. If the list price is anything but zero and there is a difference between it and the unit price, the difference will be posted to the Trade Discount posting type and general ledger account.
The list price for items on a credit memo is the current price for the item based on the list price source entered for the plant in program ARLM, Location Maintenance.
If the Set List Price Equal to Unit Price flag is set to on in program ARLM, Location Maintenance, the list price will be set automatically to the calculated unit price for the sales order line, and no differences will be posted to the Trade Discount posting type.
Prices are determined according to the Price From pop-list under the [Order Codes] button in the header. This pop-list determines whether prices are taken from the plant assigned to the sales order, the plant assigned to the customer, the plant assigned to the sales order line, or a specific plant entered in the Price From field.
31. The cursor goes to the Unit Price field. The unit price defaults to the list price, and cannot be changed unless the Override flag is set to on.
The unit price is rounded according to the rounding parameters entered for the item in program ICSM, Inventory Sales Data Maintenance.
If you activate the List of Values in this field, all pricing from the pricing matrix for this item will be displayed. If the override flag is set to on, you can select a price from the list of values to be used on the sales order.
If the unit price is greater than the list price, a warning may be displayed, depending on the setting of the OE_LIST_PRICE_WARN parameter in program MURM, Initialization Parameter Maintenance. If the parameter is set to Y, then a warning will be displayed.
32. In the Cost field, for non-stocked items, you can enter the unit cost.
For stocked items, the unit cost from program ICCM, Inventory Cost Data Maintenance, will be displayed if the Show Unit Cost flag in program ARLM, Location Maintenance, is set to on.
The cost in the Unit Cost field may be able to be maintained or overridden for items other than non-stocked items. If the cost can be overridden, set the Cost Ovrd flag to on and enter the desired cost in the Unit Cost field.
See the Cost for Customer Orders*Cost_for_Customer_Orders section for rules.
33. The Taxable flag defaults to the flag setting for the item in program ICMM, Inventory Master Maintenance. You can change it here.
34. In the Contract ID field, enter the unique ID for the item and customer from program CMCP, Customer Contract Maintenance, for the customer to receive the contract price.
35. Press [Commit].
36. Repeat until all items are entered.
37. Press the [Other Details] button. The Other Details button has six tabs.
In the Cust Price Group field, the customer price group is displayed.
In the Item Price Group field, the item price group assigned to this item and unit of measure in program ICSM, Inventory Sales Data Maintenance, is displayed.
In the Discount Amt field, the difference between the extended list price and the extended price for the line [(list price * quantity ordered) - extended price] is displayed.
In the Sales UM Conv field, the sales unit of measure conversion factor for the invoice line is displayed.
In the Price UM Conv field, the price unit of measure conversion factor for the invoice line is displayed.
In the Cust PO/Line field, the customer purchase order and line for the invoice line is displayed.
In the Qty Price field, the quantity price for the invoice line, calculated from the price matrix.
In the Order Level Disc Key field, the identifier for the order level discount applied to the sales order is displayed.
In the Order Level Line Disc Key field, the identifier for the order level discount applied to the sales order line is displayed.
The Order Discount is Additive to List Discount flag will be set to on if the order level discount was added to the original discount applied to this sales order line. Otherwise, the order level discount replaced the original discount applied to the sales order line.
The Contracts Get Order Discounts flag is set to on if the order level discount was added to the contract discount or price applied to this sales order line.
The NonStocks Get Order Discounts flag is set to on if the order level discount was added to the price entered for non-stocked items on this sales order line.
In the Contract No field, if a contract exists for the line item, the contract number is displayed here.
In the Contract Unique ID field, enter the unique ID for the item and customer from program CMCP, Customer Contract Maintenance, for the customer to receive the contract price.
In the Contract Price field, if a contract exists for the line item, the contract price is displayed here.
If the contract price is firm, the Firm flag is set to on. Firm contract prices override all other prices.
In the Contract Qty Breaks section, the quantity breaks for the contract are displayed. Information includes the item number, sales unit of measure, the maximum quantity to which the price applies, the quantity price, and the quantity discount percentage.
The Tax Exempt flag indicates whether the system has calculated this line to be tax exempt. Tax exempt invoice lines have the Tax Exempt flag set to on.
The Taxable flag setting defaults from program ICMM, Inventory Master Maintenance. You can change it here.
The Tax Amount field, for taxable lines, this is the tax amount for the order line, calculated by multiplying the line amount by the customer's tax percentage (from program CMMM, Customer Master Maintenance). If there is a ship to record, that tax percentage is used.
In the Tax % field, the tax percentage for this invoice line is displayed.
In the Tax id field, the tax id for this line item.
In the Tax Jurisdiction field, the tax jurisdiction from program SPSX, Tax Rate Maintenance, is displayed.
In the Unit Cost field, the unit cost for the item is displayed.
If the item is a non-stock
item or non-maintain on hand item, enter the unit cost.
The cost in the Unit Cost field may be able to be maintained or overridden
for items other than non-stocked items. If the cost can be overridden,
set the Override Cost flag to on
and enter the desired cost in the Unit Cost field.
See the Cost for Customer Orders*Cost_for_Customer_Orders section for rules.
For stocked items, the
unit cost will be displayed if the Show Unit Cost flag in program ARLM,
Location Maintenance, is set to on.
This cost is entered automatically from the cost record or from the purchase
order if this is a drop ship invoice line.
If the cost is changed in the item cost record before the invoice is shipped,
when the invoice is shipped, the unit cost will be updated to the current
unit cost.
The Line Hold flag indicates whether the invoice line is on hold or not. When the [Ship Order] button or [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation, the invoice line will be backordered automatically, instead of being shipped automatically. If the customer does not allow backorders, the line will not be backordered or shipped.
If the invoice line was entered for a non-stock item, the Non Stock Item flag will be set to on.
Set the Print Pick List flag and the Print Packing List flag for each line item. Both the header flags and the line item flags must be set to on for the line item to be included on the pick list or the packing list. The Pick Print Flag will be defaulted checked or unchecked based on a MURM, Initialization Parameter Maintenance setting. If OE_DEF_HDR_PICK_FLAG is set to Y, the Pick Print Flag will be defaulted as checked. If the MURM setting is N, the Pick Print flag will not be checked. The default is Y. The Pick Print flag can be manually checked on or off.
The Commission Flag indicates whether or not the item is commissionable, according to the setting of the Commissionable flag in program ICSM, Inventory Sales Data Maintenance, for the item and sales unit of measure.
In the Item Shipped field, the item that was shipped for this line item is displayed.
In the Cust Item field, the customer item number from program ICCR, Customer / Item Cross Reference Maintenance, is displayed and can be changed.
In the Mfg Item field, the manufacturer's item number for this item from program ICMX, Mfgr Item / NDS Item Cross Reference, is displayed.
In the Config String Field, if this item is a model item, and a configuration string was entered to configure the item, that string is displayed here.
In the Confirm Status pop-list, the confirmation status of the line item is displayed. If the order has been shipped or cancelled, this pop-list will display Complete. If the order has not been shipped, the pop-list will display Open.
In the Due Date field, the line item due date is displayed and can be changed.
In the Bono Notify ID field, the identifier for the notification record for this invoice line in program BONO, Back Order Notify, is displayed. See the section for program BONO, Back Order Notify, for more information.
In the Project No field, the project number from program PMMM, Project Management Maintenance, for the invoice line is displayed.
In the Project Line field, the project line number from program PMMM, Project Management Maintenance, for the invoice line is displayed.
In the Project Description field, the project description for the project line is displayed.
The Cum Qty Shipped field displays the total amount shipped for this invoice line.
The Cum Qty BO field displays the total amount backordered for this invoice line.
In the Cum Qty Released field, if the invoice line was generated from a contract with program CMRO, Customer Contract Release, this is the cumulative quantity released for the contract line.
Purchasing/Inventory Section
In the PO No field, if a purchase order has been created for this invoice line, the purchase order number is displayed in this field. You can enter a purchase order number for the entered vendor in this field, and when a purchase order is created, it will be added to this purchase order, as long as the purchase order is open.
In the Line field, if a purchase order has been created for this invoice line, the purchase order line number is displayed in this field.
In the Vendor No field, if the invoice line is a drop ship order, or if you are creating a purchase order for the invoice line, enter the vendor that is shipping the order. If a preferred vendor exists, the preferred vendor will be entered automatically when the invoice line is entered.
The Buyer field displays the buyer for the item from program ICPM, Inventory Planning Data Maintenance. You can change the buyer code here. Once a purchase order has been created for the line item, the buyer code can no longer be changed.
If the purchase order for this invoice is a blanket purchase order, the Blanket Order flag will be set to on.
If a purchase order should be created for this invoice line, set the Create PO flag to on.
If the order line is a drop ship order, set the Direct flag to on. When the Direct flag is set to on for a invoice line item, the quantity ordered will not be included in the sales allocations for that item.
In the Pick Area field, the stock area from which the ship quantity will be taken can be entered, if you wish to define it here.
In the Pick Bin field, the bin location from which the ship quantity will be taken cane be entered, if you wish to define it here.
In the Control No field, the control number that will be shipped can be entered here, if desired. The control number is used during quick shipping with program OEQS, Order Entry Quick Ship. Only one control number can be defined for the line.
In the Pick Order field, the number indicating in which order this line will be picked when the invoice is shipped is displayed
Work Orders Section
If a work order should be created for this invoice line, set the Create WO flag to on.
If work orders have been created for the invoice line, the work order information is displayed here, including the work order number, due date, parent item number, control number, manufacturing enterprise, plant code, quantity ordered, quantity complete, and item number, ECL, and work order number to which this item will be issued.
The Gross Wt field displays the gross weight for the invoice line from program ICSM, Inventory Sales Data Maintenance, for this item and sales unit of measure.
The Gross Volume field displays the gross volume for the invoice line from program ICSM, Inventory Sales Data Maintenance, for this item and sales unit of measure.
The Freight Cost field displays the freight cost for this invoice line.
The Freight FFD field displays the actual cost of freight for this invoice line.
The Footage field displays the footage for the invoice line, as entered by the user. This is a user-defined field.
In the Custom Charge field, if a custom charge is being applied to the invoice line, enter it here.
If Customer/Item Surcharges are being applied to the invoice line item, the surcharge amount per pound will be displayed in the Surchg Per Lb field, and the surcharge weight * the surcharge per pound will be displayed in the Surchg Amt field.
To override the surcharge amount per pound, set the Override Surchg flag to on, and enter the new amount in the Surchg Per Lb field.
The extended surcharge amount for this customer and item combination is displayed in the Surcharge Ext field.
Enter any user-defined values in the User Ref 1 and User Ref 2 fields.
The Product Code field displays the product code assigned to the item in program ICMM, Inventory Master Maintenance.
The Category field displays the item category for the line item.
The Material Type field displays the product line assigned to the item in program ICMM, Inventory Master Maintenance.
The Control Type field displays whether the item is lot controlled, serial controlled, or non-controlled.
The Maintain on Hand flag indicates whether the item quantities are maintained as on hand inventory for this item. The flag is set for the item in program ICMM, Inventory Master Maintenance.
For promotional items, the Link Line No field displays the original invoice line to which this invoice line is linked.
For promotional items, the Link Qty Per field displays the quantity of this item to be shipped for each of the linked invoice items shipped.
For promotional items, when the Link Fixed flag is set to on, the quantity in the Linked Qty Per field is the total number to be shipped, regardless of the quantity shipped of the linked invoice item.
The Date Activity Last field indicates the last date on which changes were made to this invoice line.
The Program Activity Last field indicates the last program in which changes were made to this invoice line.
38. To view the units of measure that can be used for the item, press the [Unit Conversions] button.
39. All pricing from the pricing matrix for the item can be viewed with the [Pricing] button.
40. To view buying and selling information for the item, press the [Positions] button.
41. The available to promise inventory information can be viewed with the [ATP] button.
42. Item quantities and locations can be viewed with the [Stock Status] button.
43. Items can be substituted or superseded. For more on superseding and substituting items, see the Entering Substitute and Supersede Items on a Sales Order section.
44. Sales representatives can be credited with a line item using the [Sales Reps] button in the lower block. For more on sales representative commissions, see the Entering Sales Representative Commissions section.
45. Press [Commit].
46. Press the [Summary] button in the order header.
47. In the Freight Charges field, enter the freight charges, if desired. You can also enter the freight cost in the Freight Cost field.
48. In the Tax ID field, enter the tax code, if desired.
49. In the Misc Charges section, enter miscellaneous codes and charges, if desired.
Miscellaneous codes will be entered from the customer ship to code, customer credit record, ship via record, and payment type record.
You can enter as many miscellaneous codes as desired. Use the scroll bar to move through the existing miscellaneous codes.
Only codes defined as value source E - User Entered in program SPMC, Miscellaneous Code Maintenance, can have the values maintained in this program. The value sources that define a miscellaneous code are as follows
User Entered. Codes with this value can be entered by the user during sales order entry, or when the code is assigned to a customer.
Percentage of Gross. Codes with this value will take a percentage of the gross value of the order and apply it to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the customer.
Percentage of Freight. Codes with this value will take a percentage of the freight charge and apply it to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the customer.
Fixed Value. Codes with this value will apply the entered fixed amount to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning codes to a customer.
Percentage of Payment. Codes with this value will take a percentage of the payment for the payment type to which the code is linked and apply it to the sales order total. This allows charges for partial payments to be calculated accurately. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the payment type.
50. In the Disc Pct field, enter the discount percentage. If you enter a percentage here, the discount you enter will be taken from the order total.
51. In the Previous Payments (deposits) field, enter any deposit promised by the customer.
52. In the No. of Cartons field, enter the number of cartons for the order, if desired.
53. In the Carrier field, enter the freight vendor, if desired.
54. In the PRO No field, enter the Carrier PRO number, if appropriate.
55. Press [Commit].
56. The Order Weight field is calculated from the sales order line item weights. This information can be changed.
When you first view the order weight, the pop-list to the right is set to Weight. This indicates that the program calculated the weight.
You can change the weight manually in the Order Weight field and press [Commit]. The pop-list to the right will change to Manual, indicating that the user manually entered the weight.
If you wish to have the program recalculate the weight based on the sales order lines after it has been manually changed, you can change the pop-list to Weight and press [Commit]. The weight will be recalculated according to the sales order lines and the pop-list will remain set to Weight.
Setting
the pop-list to Clipper indicates that the weight was or will be obtained
from the Clippership Interface or Connectship / WorldEase Interface.
Once you have selected the Clipper setting and pressed [Commit], you
can no longer manually maintain the order weight, or have the weight
calculated by the program. When the Clippership or Connectship/WorldEase
software updates the order information, the Gross Weight field will
reflect the weight from the Clippership or Connectship / WorldEase
software.
Custom
code can be entered in your procuser.sql file to prevent the Gross
Weight here from being updated by the Clippership Interface or Connectship
/ WorldEase Interface.
57. Set the Keep Inventory as Customer Owned FG flag to the desired setting. This flag setting determines whether the shipped inventory will be recorded and stored as customer owned.
For more information, see the Storing Customer Owned Inventory section.
58. You can enter payment information in the lower block of the Summary screen, if appropriate.
Enter the payment type. This indicates the type of payment.
The G/L Timing flag for the payment type in program SPPT, Payment Type Maintenance, determines when the payments are posted to the general ledger.
For more information, see Posting Payments to the General Ledger*Posting_Payments.
Payment types are maintained in program SPPT, Payment Type Maintenance, but the following payment types come with the system.
1 Cash This payment type is used for cash payments. Only the payment amount must be entered.
2 Check This payment type is used for payments made with checks. The payment amount, check number, customer name, ABA number, and driver's license number can be entered.
3 Credit Card This payment type is used for payments made with a credit card. The payment amount, name on the credit card, credit card number, CVV code, and expiration date can be entered. You can enter an authorized amount. If an authorized amount is entered, and the payment amount exceeds the authorized amount, a warning will be displayed. If credit card information has been entered in program CMCM, Customer Credit Maintenance, for the customer, then a list of values is available.
4 Return Return payment types are used in point of sale transactions.
5 TAC This payment type is used for Trade America Card transactions. The card number can be entered
6 COD This payment type is used for COD orders. Only one COD line per order is allowed. For point of sale, this payment type is to be entered for transaction type 1 - Cash, Check, CC Sales.
7 Will Call This payment type is used for orders that have been placed, but not paid.
8 Gift Cert This payment type is used for orders paid with gift certificates. The amount, name, and gift certificate number can be entered.
9 Neg Instr This payment type is used for any other negotiable instrument that is not covered by the other payment types, for example, traveler's checks. The amount, customer name, and instrument identification number can be entered.
Enter the information needed for the indicated payment type, as indicated in the above descriptions.
With the cursor in the Card/ABA/Instr/Cert field, you can swipe a credit card using a keyboard swipe interface, and the appropriate information will be entered on the payment record.
Press [Commit].
When
entering a payment for a payment type with the Credit Card checkbox
set to
on
in
program SPPT, Payment Type Maintenance, press the Payflow Pro 
button
to authorize the payment.
The
response received from Payflow
Pro can
be viewed with the Payflow Pro
Response
button. For more information, see the Payflow
Pro Payment Processing
section.
When payments are saved or when the Payflow
Pro button is pressed, credit card payments will
be automatically calculated, including surcharges and payment amounts.
59. If items have been containerized or need to be containerized for this order, see the Containerizing Items for a One Step Invoice section for more information about features for containers available on the Summary screen.
60. When you have finished entering the information, press the [Invoice Complete] button. The order is now ready to be processed with program OESJ, Sales Orders End of Day & Journals.
The sales order will not be displayed in program OESJ, Sales Order End of Day and Journals, until this button has been pressed.
1. After you have entered the sales order, press the [Ship Details] button.
2. Enter the stock area and bin location from which you wish to ship the items.
3. Enter the control numbers that you are shipping in the container if this is a controlled item.
4. Enter the quantity to be shipped in the container.
You can put different quantities of items in different boxes. More than one container can be used per order.
Items with the same lot control number and shipping location can be shipped in different containers, as can a non-controlled item quantity with the same shipping location.
5. In the Container field, enter the container in which the items will be shipped. You can enter numbers from 1 to 99 in this field.
6. Repeat until all items that you want to ship in containers have been entered with a container number.
7. When the [Summary] button is pressed, you can maintain the items entered for containers.
8. Press the [Maintain Container List] button.
Container information for the order is displayed.
You can change the container ID.
If you have a tracking number from the vendor carrier that is assigned to the ship via code for this order, such as UPS or Federal Express, this is where you would enter the tracking number.
When containers are queried in program OEST, Container Status Inquiry, you can view the tracking information from the vendor's web site for the container.
This feature is currently only available for Federal Express and UPS. The vendor code for these companies must be assigned to the appropriate ship via codes in program SPSF, Ship Via Code Maintenance.
You can also maintain other container information.
Since the order was containerized in program ARIE, One Step Invoice Entry, the Stock Area and Bin Location field will display NOT STAGED.
The Freight Cost/Inv fields are used as reference only by the system, but if you have a custom interface to a freight system, this field can be used for the interface. The Clippership Interface and Connectship / WorldEase Interface use these fields to maintain the freight cost and invoiced by container.
9. Press the [Contents] button to view the contents of the selected container.
1. There are two types of sales representative commissions that can be entered - line item and sales order.
To enter a sales representative that will receive a commission on the entire sales order, press the [Sales Reps] button in the header.
To enter a sales representative that will receive a commission on a single line item, put your cursor in the appropriate line item, and press the [Sales Reps] button in the lower block.
2. Enter the sales representative who will receive the commission. The sales representative assigned to the customer in program CMMM, Customer Master Maintenance, defaults as the sales representative in the header.
Sales representatives entered in the header can have a commission scheme of volume or product in program SMMM, Sales Representative Master Maintenance. The volume representative will have the commission calculated based on the entire order value. The product sales representative will be copied to all sales order lines if entered in the header.
Sales representatives entered in the lower block must have a commission scheme of product in program SMMM, Sales Representative Master Maintenance.
When changing a sales representative with the product commission scheme in the header, you will be prompted as to whether you wish to update the sales order lines that had the old sales representative to the new sales representative.
3. For sales representatives entered in the lower block, enter the commission code. The commission code you enter is used to determine the commission rate for the sales representative and line item.
The default commission code will be determined according to the sales representative settings in program SMMM, Sales Representative Master Maintenance.
In the header, the commission code for the sales representative from program SMMM, Sales Representative Master Maintenance, is always used, no matter what you enter here.
4. Enter the commission value percent. The commission value percent does not have to equal one hundred. If there are five sales representatives assigned to the order or to an order line, each of them can have their commission calculated from one hundred percent of the order total.
In the header, this is the percentage of the order total that will be used to calculate the sales representative's commission. For example, suppose that the order total was $100, the commission rate from the commission code was 10%, and the commission value percentage was 50%. The sales representative's commission would be $5. (50% of 100 is 50, and 10% of 50 is 5)
In the lower block, this is the percentage of the line item total will be used to calculate the sales representative's commission. For example, suppose that the line item total was $100, the commission rate from the commission code was 10%, and the commission value percentage was 50%. The sales representative's commission would be $5. (50% of 100 is 50, and 10% of 50 is 5)
5. Press [Commit].
For more information on sales representative commissions, see the Commission Calculations for Sales Orders section.
There are two ways to cancel a sales order in this program.
Press the [Cancel] button.
Type CANCEL in the PO No. field, and press [Commit].
1. To substitute one item for another, put your cursor on the desired line item and press the [Substitute] button. Once a substituted item is committed, the item can not be changed. You must delete the item and re-enter it.
If the item has any substitute items entered in program ICAM, Supersede/Substitute Maintenance, for the line item, then a list will appear from which you can choose the item that you want to use as the substitute. Highlight the item and press [Select].
2. If an item has been superseded in program ICAM, Supersede/Substitute Maintenance, then when the item that has been superseded is entered, the program will return an alert box stating that the item has been superseded by another item. The item that supersedes the item that you entered will then be automatically inserted in the record. Once a superseded item is committed, the item cannot be changed. You must delete the item and re-enter it.
3. For information on entering supersede and substitute items into the system, see the Substituted and Superseded Items section.
1. Follow the standard steps for entering an invoice header with the following exceptions.
2. In the Inv Type field, enter CN for Credit Note or DN for Debit Note.
3. In the Proj No field, enter the project number for which you are entering the credit or debit note.
4. Finish entering the header and press [Commit].
5. In the lower block, enter the line item information. Enter one line item for each project line.
6. When you have completed entering the line item information, press [Commit].
7. Press the [Other Details] button. This is where you will be entering the project lines to which the invoice lines are assigned. If you do not enter project lines, the information entered on the invoice will have no effect on the project.
8. Enter the project line for each invoice line. There is one project line per invoice line.
9. When you have completed entering the project lines, press [Commit].
10. The amount earned and amount billed for the project line will be updated with the extended price for the invoice line assigned to it.
11. The cost booked for the project line will be updated with the extended cost for the invoice line assigned to it.
12. The billing information for the invoice will be added to the detail billing information for the project line on the second page of program PMBM, Project Billing.
13. This information can also be viewed on the Invoicing Tab for the project line in program PMMM, Project Management Maintenance.
1. Enter the desired search criteria in the fields in the upper block. Press the [Clear] button to clear any earlier searches.
In the Item field, you can restrict your search by partial or full item number. You can use the % wildcard to assist in your search.
In the Description field, you can restrict your search by partial or full item description. You can use the % wildcard to assist in your search.
In the POS Description field, you can restrict your search by partial or full item POS description. You can use the % wildcard to assist in your search.
In the Plant field, you can restrict your search by plant number.
In the Qty on Hand field, you can restrict your search by the quantity on hand. Do not use % wildcards in this field. You can use the >, <, or = signs in this field.
In the Qty Allocated field, you can restrict your search by the quantity allocated to sales. Do no use % wildcards in this field. You can use the >, <, or = signs in this field.
Set the Limit to Maint'd On Hand flag to on for the item search to limit the items returned to those that have the Maintain On Hand flag set to on in program ICMM, Inventory Master Maintenance.
2. Press the [Search] button to select the display the items that meet the entered criteria.
Inactive and discontinued items are displayed here as grayed out, but they can still be selected, if desired.
3. In the lower block, put your cursor in the Item field for the desired item.
4. Press the [Select] button to enter the selected items as a sales order line item. The plant will also be returned to the item line.
5. Press the [Return] button to return to the sales order entry screen without selecting an item.
Maintain the customer ship to, sold to, invoice to, and bill to addresses.
View available to promise information for the selected item.
Press this button to apply the order level discount to all sales order lines, overwriting any user-entered discounts. For more information, see the Order Level Discounts section of the Sales Order Entry Features.
Cancels the sales order.
Press this button to copy information to the Clippership Interface or Connectship / WorldEase Interface. For more information, see Clippership Interface or Connectship / WorldEase Interface. The Clippership button cannot be pressed when the ship via code assigned to the sales order does not have the ClipperShip flag or WorldEase flag set to on in program SPSF, Ship Via Code Maintenance.
Press this button to configure the modular item. For more information about configuration of modular items, see the Modular Bill manual.
Press this button to view the contents of the selected container. This information includes the line number, item number, control number, quantity boxed, gross weight, length, width, height, and label number.
Press this button to commit the header and move the cursor to the lower block for line item entry.
Press this button to indicate that the order is ready for sales order processing with program OESJ, Sales Orders End of Day & Journals. You must press this button for the sales order to be able to be selected in program OESJ, Sales Order End of Day and Journals, for processing.
Press this button to display the item search screen. For more information, see the Searching for Items section
Maintain the location information for the order, including financial enterprise, bank, manufacturing enterprise, and plant information.
Press this button to view the container information for the order. The information includes the container number, container ID, stock area, bin location, pack date, employee who containerized the order, gross weight, tare weight, and net weight. The net weight and container ID number can be maintained here.
Press this button to view information about the component items of the selected model item.
Maintain the ship via, freight, FOB, terms, and hold codes for this order.
Enter the project lines to which the invoice lines are assigned.
View buying or selling information for the item. This includes customer or vendor, quantity, price, and sales order number or purchase order number.
View the pricing information for the selected item, including book, list, quantity, special, and contract prices.
Press this button to view the promotional items for this customer and sales order line.
Located
under the [Renumber Lines]
button,
press this button to complete the renumbering process.
Press this button to renumber the line items. Enter the increment by which you wish to renumber the line items. Press the [Renumber Line Items] button, and the line items will be renumbered using the entered renumber increment.
Press this button to re-calculate the pricing of the order lines according to the new catalog ID entered.
In the upper block, press this button to assign sales representatives to the sales order. Sales representatives entered with this button should have a commission scheme of volume. The customer's sales representative from program CMMM, Customer Master Maintenance, is the default, but other sales representative's can be added. The commission code for the sales representative from program SMMM, Sales Representative Master Maintenance, is always used, no matter what commission code is entered here.
In the lower block, press this button to assign sales representatives to a line item. Sales representatives entered with this button should have a commission scheme of product. The commission code entered here is used to determine the commission rate for the sales representative and item entered for the line.
This button allows you to enter and update ship to codes for the customer from sales order entry. For more information, see the Ship To Code Updates section of the NDS Help.
For controlled items, indicate the lot and quantity to ship. For non-controlled items, indicate which location, other than the default, from which you wish to ship items.
This button brightens when there are multiple ship to addresses for the customer. Press the button and a list of values is displayed from which you can pick the desired ship to code.
View stock status information, including on hand, available, and on order quantities for the selected item.
Press this button to substitute another item for the selected item. Substitute items are set up in program ICAM, Supersede/Substitute Maintenance.
Maintain the order summary information, including extra charges, deposits, discounts, and the shipping carrier. Indicate that the order has been completed by pressing the [Invoice Complete] button.
Press this button to select the customer for the sales order according to telephone number. For more information see Sales Order Entry by Phone Number.
View the unit of measure conversions, stock and sales, for the selected item.
On the Payflow Pro Response screen, press this button to update the credit card information for this customer in program CMCM, Customer Credit Maintenance, with this credit card, AVS Address, and AVS Zip.
Press this button to submit the payment to the Payflow Pro software for payment processing. Only payments for which the payment type is designated as Credit Card in program SPPT, Payment Type Maintenance, can be used. For more information see the Payflow Pro Payment Processing section.
View the codes sent back from Payflow Pro when the credit card was authorized.
Press this button to select the customer by zip code. You must have entered your initials before you can press this button. For more information, see the Sales Order Entry by Zip Code section.