New features added, version 7.5.2, 7.5.3, 8.1, 7.5.4, 8.4, 7.5.4R4, 8.4R4, 8.5.2, 8.6R1
Program OEOE, Sales Order Entry/Maintenance, is used to enter customer sales orders into the system. This program is also used to maintain sales orders until shipments are recorded against them with program OESC, Shipping Confirmation.
The sales order line due date field label is determined by the Due Date Title entered in program SPMM, System Parameters/Default Maintenance. The default is Due Date, but it can be changed.
The Customer Price Group and Description can be displayed in the header to the right of the Loc field. If the OEOE_SHOW_PRICE_GROUP parameter is set to Y in program MURM, Initialization Parameter Maintenance, the price group and description are displayed.
The order in which sales orders will be listed in this program is determined by the OE_DEFAULT_SORT parameter in program MURM, Initialization Parameter Maintenance.
Comments displayed here are sorted according to the OE_COMMENT_SORT parameter in program MURM, Initialization Parameter Maintenance.
Setting header and line item sales reps. In program MURM the parameter OE_AUTO_UPD_LINE_REPS can be set to N or Y, If set to Y, then don't prompt 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.
Hot keys in this program include:
Alt+C - Header Comments
Alt+S - Summary block
Alt+K - Header Ok
Restricting Customer / Item Purchases
Sales Restrictions by Low Stock Allocation
Sales Order Entry by Phone Number
Purchasing Model Components for Model Work Orders
Vendor and Buyer Requirements in Sales Orders and Model Configurations
Re-pricing Sales Orders when Opened
Reserving Master Lots and Lot Control Number Ranges
Posting Payments to the General Ledger
Entering Sales Representative Commissions
Entering Substitute and Superseded Items on a Sales Order
Creating a Purchase Order from a Sales Order
Creating Work Orders or Production Schedules from Sales Orders
Searching for Customer Addresses
Payflow Pro Payment Processing
Sales orders can be set to have the pricing on all line items recalculated when the sales order is opened. The Initial Order Status must be set to Incomplete in program ARLM, Location Maintenance, for this feature to be used.
In program MURM, Initialization Parameter Maintenance, set the OE_REPRICE_ON_OPEN to YES to have the pricing for all sales order line items recalculated when the [Open Order] button is pressed in this program.
To
recalculate pricing on the sales orders at any other time, press the [Reprice]
button
in
the sales order header.
For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales order is opened, or until the user navigates to the Summary screen.
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.
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.
The setting of the COMMENT_LOV_OEOE 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.
When the user double-clicks in the field or presses F9, the setting of the CUST_LOV parameter in program MURM, Initialization Parameter Maintenance, will determine which opens, the list of values or the search screen.
If
you press the [Search] 
button,
the customer address search screen will be displayed. For more information
on searching for customer addresses with this screen, see the
Searching for Customer Addresses
section.
2. In the Initials field, enter the initials.
3. In the Req Date field, enter the date that the customer requires the order. The default required date is calculated according to the Ship Date Calculation pop-list setting in program ARLM, Location Maintenance, but it can be changed.
4. In the Loc 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.
Once a sales order has been staged with program OSEM, Stage Sales Order for Shipping, you cannot change the sales location.
5. In the Ordered field, enter the date the sales order was placed.
6. In the Sale Rsn field, enter the sales reason code.
7. In the Cust PO field, enter the customer's purchase order number for reference, if desired. If the PO number required flag is set to on for the customer in program CMMM, Customer Master Maintenance, a purchase order number must be entered.
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.
The entry here is the default for the sales order lines entered on this sales order.
8. In the User Ref fields, enter the information for which this sales order was entered.
9. In this Ship date field, enter the date that the order is scheduled to be shipped. This date becomes the default due date for the order lines. . The default ship date is calculated according to the Ship Date Calculation pop-list setting in program ARLM, Location Maintenance, but it can be changed.
10. In the Order No field, the sales order number is assigned when the sales order is committed, or you can manually enter the sales order number.
12. Sales representatives can be assigned to a sales order using the [Sales Reps] button in the header. For more information on sales representative commissions, see the Entering Sales Representative Commissions section.
12. Order codes, including ship via, FOB, terms, and freight, can be changed when you press the [Order Codes] button. These codes default from the customer record in program CMMM, Customer Master Maintenance. The following information can also be changed.
In the Ship Via field, you can maintain the ship via code for the sales order. The miscellaneous code assigned to the ship via code is displayed to the right of the ship via code.
In the Frieght field, you can maintain the freight code for the sales order.
If the Use 3rd Party Billing flag is set to on¸ in the 3rd Party Billing field, you can enter the third party billing accoung for the sales order. For more information, see the Third Party Shipping Accounts for Shipping Interfaces section of the NDS Online Help.
In the FOB field, you can maintain the FOB code for the sales order.
In the Terms field, you can maintain the terms code assigned to the sales order.
In the Date Qual field, an order date qualifier can be entered. Order date qualifiers are used by program OESB, Batch Shipping, when sales orders are batch shipped.
In the Hold Code field, if you wish to place the sales order on hold, enter the desired hold code.
In the L/C No field, enter the letter of credit reference for this sales order, if desired.
In the Status field, the sales order status is displayed.
For
sales quotations entered for prospects, the word PROSPECT will be
entered in the Src Doc Type field, and the prospect ID will be written
to the Src Doc ID field.
If the Keep Quotes as Won flag is set to on
in
program ARLM, Location Maintenance, when a sales order is created
from a quote, the word QUOTE will be entered in the Src Doc Type field,
and the original quote number will be written to the Src Doc ID field.
Otherwise, these are user-defined fields. 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.
In the Parent Order field, if you are automatically merging this sales order with another, enter the parent sales order number into which this sales order will be merged. The parent sales order suffix must also be entered to the right.
Set the Merge Invoice flag to on if you are automatically merging this sales order with the entered parent sales order number.
For more information, see the Automatic Sales Order Merge section of the Sales Order Entry Features section.
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.
If
the Margin Pricing flag is set to on, the
customer is a margin priced customer. In the Req Margin field, the
margin percent can be changed for margin priced customers. The margin
percentage cannot be more than 99.99%.
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.
In
the Catalog ID field, enter the catalog number for catalog pricing.
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 location in program ARLM, Location Maintenance.
If the Price From pop-list for the sales location in program ARLM, Location Maintenance, is set to Price Based on Customer Location, the catalog ID is also taken from the customer's sales location.
The sales order lines will be re-priced automatically when the catalog ID is changed on the sales order header.
In the Contract No field, enter the default pricing contract from program CMCP, Customer Contract Maintenance, to be used for the sales order line pricing. When a value is entered here, it will automatically populate the contract number and unique ID field for the line items.
In the Unique ID field, enter the default unique ID for the pricing contract to be used for the sales order line pricing. When a value is entered here, it will automatically populate the unique ID field for the line items.
Set the Alloc Protection pop-list to the desired setting. When this pop-list is set to Protected, the Protect Allocation flag is set to on for all line items on the sales order. For more information on this feature, see Protected Allocations in Background Batch Shipping.
In the Batch Ship Eval Timer field, enter the time in the future that batch shipping with program OESB, Sales Order Batch Shipping, should process the sales order if it's shippable. Format is MM-DD-RR HH24:MI.
Press the [Remove Order Level Discounts] button to remove all order level discounts from the order and order lines.
Set the Print Acknowledgment flag to on if an acknowledgement will be printed for this sales order with program OEAP, Print Order Acknowledgements.
Set the Print Invoice flag to the desired setting. When this flag is set to on, an invoice can be printed for this sales order with program ARIP, Invoice Print.
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.
If the order is only to be shipped when the entire quantity is available to be shipped, set the Ship Complete Only flag to on. For more information on the Ship Complete Only flag, see the Ship Complete Only section of the Sales Order Entry Features.
If
a pick list is to be printed for this order, set the Pick Print Flag
to on.
Sales order lines also have print flags under the [Other Details]
button.
Both the header print flag and the line print flag must be set to
on
for
the line item to print on the pick list. When you change the flag
in the header, you'll be prompted as to whether you wish to update
the line item flag to that setting as well.
If
a packing list is to be printed for this order, set the Pack Print
Flag to on. Sales order lines also have print flags under
the [Other Details] button.
Both the header print flag and the line print flag must be set to
on
for
the line item to print on the packing list. When you change the flag
in the header, you'll be prompted as to whether you wish to update
the line item flag to that setting as well.
The Do Not Hold Order flag is set to on automatically when a sales order is released from hold with program OEHR, Credit Hold Release, and can be maintained manually here by the user. When this flag is set to on, the order has been approved and will not be placed on credit hold or order hold if it exceeds the customer's credit limit or order limit.
Set
the Backorders Allowed flag to the desired setting. The setting of
this flag determines whether this sales order can be backordered.
The default comes from program CMMM, Customer Master
Maintenance, but can be changed by sales order.
If this flag is set to off
for
a sales order, you will be given a warning message if you enter a
backorder quantity during shipping confirmation with program OESC,
Shipping Confirmation, but the backorder will be allowed.
Set
the Auto Backorder flag to the desired setting.
When the flag is set to on
and
shipping is initialized, the ordered amounts will be defaulted into
the Backorder field for the sales order line. This retains sales allocations
for the sales order line until shipping is completed. If the customer
does not allow backorders, the Remove Backorders flag will be set
to on automatically
as well, so that the backorders are removed automatically when shipping
is complete.
When the flag is set to off, and
shipping is initialized, the ordered quantities will not be defaulted
into the backordered field.
The default value for this flag is determined by the OESHIP_AUTO_BACKORDER
parameter in program MURM, Initialization Parameter Maintenance.
If the Ship Complete Only flag should be set to on for any backorders created for this sales order, set the B/O Ship Complete flag to on. For more information on the Ship Complete Only flag, see the Ship Complete Only section of the Sales Order Entry Features.
Set the Default Drop Ship flag to the desired setting. When this flag is set to on, all sales order lines entered after the flag is set to on will have the Direct flag set to on automatically. When the [Write PO] button is pressed, a purchase order will be created for all sales order lines.
Set the Comingle Pallets flag to the desired setting. When the flag is set to on, shipping can be done in any container for an order, regardless of the sales order line plant. When the flag is set to off, a plant cannot ship in containers that are already in use on a sales order line by another plant. The default value for this flag is determined by the COMINGLE_PALLETS parameter in program MURM, Initialization Parameter Maintenance.
Set the Print Detailed Invoice flag to the desired setting. The setting of this flag determines whether program ARIP, Invoice Print, will include the sales order detail lines. If this flag is set to on, the invoice will include the sales order detail information. If this flag is set to off, the invoice will only display sales order summary information. The default value of this flag is from program CMMM, Customer Master Maintenance.
13. Addresses can be changed with the [Address] 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's toll free number is displayed here.
The customer fax and email send to 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.
Zip codes entered here can be validated against existing zip codes, or have a format mask applied. For more information, see the Zip Code Formatting and Validation by Country Code section.
14. If the sales location needs to be changed, you can change it with the [Locations] button. You can also assign an employee to the sales order, or change the initials with this button.
The financial enterprise, manufacturing enterprise, plant, and bank code are displayed here for the sales location, but cannot be changed.
15. Order tracking can be viewed and maintained with 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.
16. When you have completed entering the header, press [Commit].
If the Initial Order Status pop-list in program ARLM, Location Maintenance, is set to Open, you can also press the [Save] button to commit the header.
If the Initial Order Status pop-list in program ARLM, Location Maintenance, is set to Incomplete, you can change the sales order status from I - Incomplete to O - Complete by pressing the [Open Order] button. If you press [Commit], the status will remain at I - Incomplete until the button is pressed. Incomplete sales orders cannot be shipped in program OESC, Shipping Confirmation, or staged in program OSEM, Stage Sales Order for Shipping.
17. The cursor is moved into the Item No field in the lower block. In the Item No field, 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 Contr ID field.
If an item is entered for which the Shippable from plant XX flag is set to off for the plant on the sales order line, a warning will be displayed.
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.
If the item entered here exists on an open or incomplete sales order or quotation, a warning may be displayed, based on the setting of the WARN_ITEM_ON_QUOTE parameter in program MURM.
17. In the Qty Order field, enter the order quantity.
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.
If you double click on the Qty Order field a Stock on hand now LOV will show for selection. Information shown includes Unit, Plant, Area, Bin, Control Number and Qty on Hand for the item.
18. In the Due Date field, enter the date by which this sales order line must be shipped.
The default date is copied from the Ship Date in the header, but it can be changed.
If work orders or production schedules exist for the order line, when the due date is changed, the work order and production schedule dates are changed as well. If cascade orders exist, they will not be updated.
The sales order line due date field label is determined by the Due Date Title entered in program SPMM, System Parameters/Default Maintenance. The default is Due Date, but it can be changed.
19. 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.
For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales order is opened, or until the user navigates to the Summary screen.
20. 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.
21. 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.
22. 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.
23. You can change the extended price in the Extension 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.
The extended price is displayed in purple when a customer/item surcharge has been added to it.
24. 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 nonstocks) 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.
For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales order is opened, or until the user navigates to the Summary screen.
25. 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.
For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales order is opened, or until the user navigates to the Summary screen.
When the unit price is green, the price is an override price or a contract price.
26. You can place an order line on hold automatically by setting the Hold flag to on.
When the [Ship Order] button or [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation, the sales order 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.
27. In the Plant field, you can change the default ship from plant. This is the plant from which the inventory will be shipped and for which sales allocations are made for this order line.
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 default ship from plant can be changed here, and will override the default plant from either of the other two locations.
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.
Once an order has been staged, the default plant cannot be changed.
28. In the Cust PO field, the customer purchase order number from the header is entered automatically, but can be changed. This is the customer purchase order number for which this sales order line was entered.
29. In the Line field, the customer purchase order line number from the header is entered automatically, but can be changed. This is the customer purchase order line number for which this sales order line was entered.
30. 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 sales order 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, is the tax percentage for this invoice line is displayed.
In the Tad id field, is the tax id for this invoice line.
In the Tax Jurisdiction field, is 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 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 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.
Set the Protect Allocation flag to the desired setting. When set to on for a sales order line item, the Alloc Protection pop-list in the header is set to Protected. For more information on this feature, see Protected Allocations in Background Batch Shipping.
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 an invoice line item, the quantity ordered will not be included in the sales allocations for that item unless the SALES_ALLOC_INCL_DROP_SHIP parameter in program MURM, Initialization Parameter Maintenance, is set to Y.
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.
31. For modular items, use the [Configure] button. For more information, see the information on program MOCF, Modular Bill Configuration.
When a purchase order or work order has been created for the sales order line, pressing this button will display the model configuration tree for the model item in a query-only version of program MOCF, Modular Bill Configuration.
32. 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.
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.
33. To view the units of measure that can be used for the item, press the [Unit Conversions] button.
34 All pricing from the pricing matrix for the item can be viewed with the [Pricing] button.
35. To view buying and selling information for the item, press the [Positions] button.
36. The available to promise inventory information can be viewed with the [ATP] button.
37. Item quantities and locations can be viewed with the [Stock Status] button.
38. 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.
39. 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.
40. Press [Commit].
41. Press the [Summary] button in the order header.
42. In the Freight Charges field, enter the freight charges, if desired. In the Freight Cost field, you can enter freight cost, if desired.
43. In the Misc Charges fields, 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.
44. 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.
45. In the Prepaid Payments (deposit) field, enter any deposit promised by the customer.
46. In the No of Cartons field, enter the number of cartons for the order, if desired.
47. In the Carrier field, enter the freight vendor, if the order will be shipped through an outside vendor.
48. Set the Keep Inventory As Customer Owned FG flag to the desired setting. This flag determines whether inventory on this sales order will be stored as customer owned inventory.
For more information, see the Storing Customer Owned Inventory section.
49. Press [Commit].
50. You can enter payment information in the lower block of the Summary screen, if appropriate.
For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales order is opened, or until the user navigates to the Summary screen.
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
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 flag 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.
The system can be set up so that sales orders will be taken off credit hold automatically when the customer's available credit becomes enough to cover the sales order amount (i.e., when a payment is entered). See the Hold Codes section of the Sales Order Entry Features section for more information.
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].
When
the sales order is cancelled, if any purchase orders or work orders were
generated for the items on the sales order, a warning message will be
displayed stating that the work order or purchase order is still open
and should be cancelled.
1. Controlled item numbers can be reserved for a sales order.
2. Press [Reservations].
3. Enter the quantity that you want to reserve in the Qty Reserved field. The maximum quantity that can be reserved is displayed in the Max Reserve Qty field.
If you double click on the Qty Reserved field it will fill in with the lesser of quantity on hand or quantity needed.
If the control number is reserved on a sales order in program OEOE, Sales Order Entry Maintenance, and later, the Auto Ship Reservations flag is set to off, the automatic reservation ship logic in program OESC, Shipping Confirmation, will still ship the control number. You can manually change the control numbers to be shipped in program OESC, Shipping Confirmation.
4. If the item that you are reserving is a lot controlled item, enter the lot control number from which you are reserving the entered quantity in the Control No. - Start field.
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 No - Start field.
Enter the last control number in the range in the Control No - End field.
Only lot control numbers with master lots can be reserved in ranges.
For more information on master lots, see Reserving Master Lots and Lot Control Number Ranges
5. If the item that you are reserving is a serial controlled item, you can reserve a single control number or a range of control number depending upon the quantity entered.
If you only entered a quantity of one, enter the serial control number that you are reserving in the Control No. - Start field.
If you entered a quantity greater than one, you can enter a range of serial numbers. Enter the first serial number in the range in the Control No. - Start field and the final serial number in the range in the Control No. - End field.
If you enter a range of serial control numbers for the item, the range of control numbers must be equal to the quantity entered. For example, if you entered 5, you need to enter a range of control numbers that includes exactly five control numbers.
6. Press [Commit].
7. Repeat steps 4 to 6 until all quantities and control numbers that you wish to reserve have been entered.
8. You can view all reservations for the item number. To view all reservations, press the [Show All Reservations] button.
9. If a sales order line with a reservation is deleted, or if the sales order is cancelled, the reservation is also cancelled.
10. Reserved control numbers are shipped in program OESC, Shipping Confirmation, dependent upon certain parameters.
The setting of the Auto Ship Reservations with Manual Ship Option flag in program SPMM, System Parameters/Default Maintenance.
Whether the [Ship Order] or [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation, for the order.
If the [Ship Order] button is pressed, reserved control numbers will be entered in the ship details for the item in program OESC, Shipping Confirmation, regardless of whether they are in the wrong plant, in a unshippable location, or with insufficient on hand inventory. Warnings will be displayed, and the ship details can be changed.
If the [Manually Ship Order] button is pressed and the Auto Ship Reservations with Manual Ship Option flag is set to on, reserved control numbers will be entered in the ship details for the item in program OESC, Shipping Confirmation, regardless of whether they are in the wrong plant, in a unshippable location, or with insufficient on hand inventory. Warnings will be displayed, and the ship details can be changed.
If the [Manually Ship Order] button is pressed and the Auto Ship Reservations with Manual Ship Option flag is set to off, reserved control numbers will not be entered in the ship details. In order to ship reservations for items in this scenario, the [Ship Reserved] button must be pressed on the Ship Details screen.
11. If the Keep Reservation History flag in program SPMM, System Parameters/Default Maintenance, is set to on, the system will record changes made to reservation records for work orders and sales orders.
This information can be viewed in program ITRH, Item Control Reservation History. The information that is recorded includes adding, deleting, and changing reservation records.
If the flag is set to off, changes will not be recorded.
12. Control number reservations can be retained for backorders. If the OE_RESV_NO_BO is set to YES in program MURM, Initialization Parameter Maintenance, the reservations will be retained on the backorder. Otherwise, they will be cleared after the original order is processed through OESJ, Sales Order End of Day and Journals.
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 can not be changed. You must delete the item and re-enter it.
3. For more information on entering supersede and substitute items into the system, see the Substituted and Superseded Items section.
Purchase orders can also be created for sales order lines for model items when the [Open Order] button is pressed if the Create PO flag is set to on under the [Other Details] button.
1. Enter the sales order.
Requests for vendor quotes can be printed for open sales order line items using program VERQ, Request for Quote from OE.
2. The sales order can be a direct, or drop ship, order, but you can also enter purchase orders for non-direct sales orders.
3. Press the [Other Details] button if you need to maintain the Direct flag.
4. Set the Direct flag to on, if this is a direct, or drop ship order. If it is not, leave the Direct flag set to off.
For more information on drop ship sales orders, see Drop Ship Orders.
This flag will be set to on automatically when the Default Drop Ship flag is set to on in the order header before the line items are entered.
When the Direct flag is set to on for a sales order line item, the quantity ordered will not be included in the sales allocations for that item unless the SALES_ALLOC_INCL_DROP_SHIP parameter in program MURM, Initialization Parameter Maintenance, is set to Y.
5. Press [Commit]. Return to the main page.
6. Press the [Work Orders/PO's] button in the header. If the item is set to discontinued in ICEM, a Purchase Order or Work Order can be created only if the ALLOW_PO_WO_ON_DISCONTINUED MURM is set to Y. If set to N, neither purchase orders or work orders can be created for discontinued items,.
7. In the Vendor No field, enter the vendor for this sales order line. If a preferred vendor exists for the item, the preferred vendor will be entered automatically when the sales order line is entered.
8. Set the Create PO flag to on for all sales order lines for which you wish to create purchase orders. If the flag was set to on for the sales order line on the Other Details screen, it will be set to on here.
Press
the [Select All] 
button
to set the Create PO flag to on
for
all sales order lines. You can set the flag to off for individual sales order lines after the
button has been pressed.
Press
the [Deselect All] 
button to set the Create PO flag to
off
for
all sales order lines. You can set the flag to on for individual sales order lines after the
button has been pressed.
9. Press the [Create WO/PO] button. A purchase order will be created in program POEM, P.O. Entry/Maintenance, where it can be viewed and maintained.
If the Default Drop Ship flag is set to on in the header, purchase orders will be created for all sales order lines.
Vendors must be entered on the Other Details screen for purchase orders to be created.
If the sales order is a direct order, the items on the purchase order will be shipped directly to the customer's ship to address.
If the sales order is not a direct order, the program checks program POSM, P.O. Ship-To Maintenance, for a ship to address for the sales location entered in the header.
If an address exists that matches the sales location, the items on the purchase order are sent to that address.
If only one address exists in program POSM, P.O. Ship-To Maintenance, the items on the purchase order will be sent to that address, regardless of the sales location.
If multiple addresses exist in program POSM, P.O. Ship-To Maintenance, but none match the sales location, the program will ship the items to the remit to address for the sales location from program ARLM, Location Maintenance.
Purchase orders can be created for modular items and kits. When the purchase order is created, the purchase order line will be created for the top-level modular item as a non-stocked item. A comment will be added to the purchase order line containing the components of the modular item.
Purchase orders will be created in the currency assigned to the vendor in program VEMM, Vendor Master Maintenance.
Sales order line comments of the type defined by the OEPO_COMMENT_COPY parameter in program MURM, Initialization Parameter Maintenance will be copied to the purchase order.
All comments containing the type entered in the parameter will be copied. For example, if the type entered is PO, comments with PO, POR, POQ, QAPO, etc will be copied.
Work orders and production schedules can also be created for sales order lines for model items when the [Open Order] button is pressed if the Create WO flag is set to on under the [Other Details] button.
1. To create a work order, the manufacturing method pop-list in program ICPM, Inventory Planning Data Maintenance, must be set to work order.
2. To create production schedule, the manufacturing method pop-list in program ICPM, Inventory Planning Data Maintenance, must be set to Prod Sched.
3. Enter the sales order.
4. Press the [Work Orders/PO's] button in the header.
5. Set the Create WO flag to on for all sales order lines for which you wish to create work orders.
If the flag was set to on for the sales order line on the Other Details screen, it will be set to on here.
Press
the [Select All]
button
to set the Create WO flag to on
for
all sales order lines. You can set the flag to off for individual sales order lines after the
button has been pressed.
Press
the [Deselect All] button to set the Create WO flag to
off
for
all sales order lines. You can set the flag to on for individual sales order lines after the
button has been pressed.
6. Press the [Create WO/PO] button. The work order or production schedule will be created in the default manufacturing enterprise and plant for the item from program ICEM, Item/Plant Maintenance.
Comments assigned type WO for the sales order line or for the model configuration will be copied to the work order or production schedule. Additional comments with the comment type code assigned to the OEWO_COMMENT_COPY parameter in program MURM, Initialization Parameter Maintenance, will also be copied.
A comment will be written to the work order showing the originating sales order number and customer when the work order is created.
If the Cascade WO Release in OE flag is set to on for the line item in program ICPM, Inventory Planning Data Maintenance, work orders will be created for the line item and its component items. For more information, see the Work Orders and Production Schedules section.
If the item for which you are creating an order is a serial item, the program will return the following alert box. See the Work Orders and Production Schedules section for more information on each selection.
If the sales order line item has the Direct fag set to on, a warning will be displayed and the work order or production schedule will not be created.
7. The production due date of the work order or production schedule is determined by the production delay days entered in program SPMM, System Parameters/Default Maintenance, and the order line due date.
The production due date will be calculated as the sales order line due date minus the production delay days.
If the order line due date is changed, the production due date for the production schedule or work order is also updated. However, if cascade work orders exist, the due dates will not be updated for the cascade work orders.
If multiple serial item work orders or production schedules exist for the item on the order line, all will be updated with the new due date.
1. Query the sales order that you want to copy.
If the order that you wish to copy is not an open order, skip this step.
2. Press the [Copy Order] button.
3. The program will display the order information for the selected order.
If the order that is displayed is not the order that you want to copy, you can select a different order without returning to the main page.
Press [Enter Query].
Either enter the desired order number or select the desired order number from the List of Values.
Press [Execute Query]. The order will be displayed.
4. See program OECO, Sales Order Copy, for more information.
Press
the [Search] button
to access this screen. You must enter a zip code range, a customer name, or an address
name
to perform a search. Press the [Clear] button to clear any earlier searches
entered in this program.
1. In the Zip From field, enter the first zip code in the range of zip codes for which you are searching for customers and addresses.
2. In the Zip To field, enter the last zip code in the range of zip code for which you are searching for customers and addresses.
Leave these fields blank to search all zip codes.
Leave the Customer Name and Contact Name fields blank to search for all addresses within a zip code range. You must enter a range for this to work.
You can only enter 5 digits in the zip code fields. The search will include all zip codes that begin with the entered five zip codes. For example, if you entered the range 33762 through 33763, the program would look for anything beginning with 33762 or 33763, such as 33762, 33762-0000, and 33763-9999.
3. In the Customer Name field, enter the customer name for which you are searching for addresses.
The customer name search is not case sensitive. You can use the % wildcard.
For example, if you were searching for a name that had the word company in it, you could enter %company% and all customers with company, COMPANY, or Company in the name would be returned.
4. In the Address 1 field, enter the first address line for which you are searching for addresses.
The address line search is not case sensitive. You can use the % wildcard.
For example, if you were searching for an address that had the street name smith in it, you could enter %smith% and all addresses with Smith, smith, or SMITH in the first address line would be returned.
5. In the Country Cd field, enter the country code for which you are searching for addresses.
6. Set the Bill To flag to on to search the customer master addresses on the Address Tab in program CMMM, Customer Master Maintenance.
The default setting for this flag is determined by the second character of the four character Y/N series assigned to the SEARCH_CB_MAIL_BILL_SHIP_ALL parameter in program MURM, Initialization Parameter Maintenance.
7. Set the Mail To flag to on to search the mailing addresses in program MTMM, Mail To/Prospect Input for Catalogs.
The default setting for this flag is determined by the first character of the four character Y/N series assigned to the SEARCH_CB_MAIL_BILL_SHIP_ALL parameter in program MURM, Initialization Parameter Maintenance.
8. Set the Ship To flag to on to search the ship to addresses on the Shipping Tab in program CMMM, Customer Master Maintenance.
The default setting for this flag is determined by the third character of the four character Y/N series assigned to the SEARCH_CB_MAIL_BILL_SHIP_ALL parameter in program MURM, Initialization Parameter Maintenance.
9. Set the All flag to on to search all three addresses.
The default setting for this flag is determined by the first character of the four character Y/N series assigned to the SEARCH_CB_MAIL_BILL_SHIP_ALL parameter in program MURM, Initialization Parameter Maintenance.
10. Press the [Search] button to find the addresses that match the entered criteria.
11. If you wish to only view addresses for customers that have placed orders in the last 3 years, click on the [Quick Search] button instead of the [Search] button.
The [Quick Search] button is displayed when the CUST_QUICK_SEARCH_BUTTON parameter is set to YES in program MURM, Initialization Parameter Maintenance.
12. The addresses that match the entered criteria will be displayed in the middle block.
13. When you have located the desired address record, put the cursor on record, and the contacts assigned to it will be displayed in the lower block.
14. To select a customer and address, put your cursor on the desired record in the middle or lower block and press the [Select] button. The following information will be pulled to the sales order header.
The Ship To code/address and the selected contact will be entered. If the contact is not assigned to a ship to code, the customer's default ship to code will be returned.
The contact will be entered in the Sold To Attn field only if it is flagged as the Recipient in the customer contact record.
15. Press the [Return] button at any time to return to the main screen without selecting anything.
1. Enter the desired search criteria in the fields in the upper block. Press the [Clear] button to clear any earlier searches entered in this program.
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. If DROP is entered in the ship to code field for the ship to address, the address is cleared and a new address can be entered.
View available to promise information for the selected item.
Press this button to apply the order level discount to all sales order lines. For more information, see the Order Level Discounts section of the Sales Order Entry Features.
Cancels the sales order.
Press this button to configure the modular item. For more information about configuration of modular items, see the Modular Bill manual.
When a purchase order or work order has been created for the sales order line, pressing this button will display the model configuration tree for the model item in a query-only version of program MOCF, Modular Bill Configuration.
Press this button to create a new sales order or quotation by copying an existing sales order or quotation. New orders or quotations can be created from sales orders with any status. See program OECO, Sales Order Copy, for more information.
Create work orders, production schedules, and purchase orders for the selected sales order lines.
Press this button to return the custom calculated estimated freight charge to the Freight Charges field, if applicable.
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 information about the component items of the selected model item.
When the sales order status is I - Incomplete, press this button to change the sales order status to O - Complete. The sales order status will not change until this button is pressed. Incomplete sales orders cannot be staged in program OSEM, Stage Sales Order for Shipping, or shipped in program OESC, Shipping Confirmation.
Maintain the ship via, freight, FOB, terms, and hold codes for this order. You can also maintain the acknowledgment, ship complete only, pick print, and pack print flags.
Maintain the order tracking information.
Maintain line item details, including the direct flag and vendor information for direct orders.
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.
Press this button to remove all order level discounts from the sales order.
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.
Use to reserve lot and serial controlled quantities for specific orders. You cannot reserve non-controlled items.
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 representatives 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.
When the sales order status is O - Complete, this button commits the header and places the cursor in the lower block for item entry.
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.
Press this button to display the customer address search screen. For more information on searching for customer addresses with this screen, see the Searching for Customer Addresses section.
Under [Search], press this button to query the customer addresses that match the entered criteria.
Under [Substitute], press this button to substitute the selected item for the entered item.
Under [Search], press this button to return the following information to the sales order.
The Ship To code/address and the selected contact will be entered. If the contact is not assigned to a ship to code, the customer's default ship to code will be returned.
The contact will be entered in the Sold To Attn field only if it is flagged as the Recipient in the customer contact record.
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.
Press this button to view all reservations for the item.
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 carrier.
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 open a screen displaying the sales order lines. You can create work orders and purchase orders for the sales order lines. Set the appropriate Create flag to on and press the [Create WO/PO] button to create the purchase orders and work orders.
To create a purchase order, you must enter the vendor information under [Other Details] or on this screen and set the Create PO flag to on. When the purchase order is created, it becomes possible for you to view the purchase order in program POEM, Purchase Order Entry/Maintenance. In program OEOE, Sales Order Entry/Maintenance, the purchase order number will also be displayed.
To create a work order or production schedule, set the Create WO flag to on. The type of created is decided from the default in program ICPM, Inventory Planning Data Maintenance, where the Manufacturing Method pop-list contains that default. The work order will be created in the default manufacturing plant entered for the item in program ICEM, Item/Plant Maintenance.
If the Cascade WO Release in OE flag is set to on for the line item in program ICPM, Inventory Planning Data Maintenance, work orders will be created for the line item and its component items. For more information, see Work Orders and Production Schedules section.
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.