New features added, version 7.5.1, 7.5.2, 7.5.3, 8.1, 7.5.4, 8.4
Program OEPX, Counter Sales Shipping, is used to ship counter sales after the sales order has been entered in program OEXP, Fast Order Entry.
When the sales order is created from program OEXP, Fast Order Entry, the program will place it on 'S' order hold and automatically drill down to program OEPX, Counter Sales Shipping, for shipping.
Program OEPX, Counter Sales Shipping, will ship the sales order lines regardless of the plant assigned to the sales order line.
Sales orders with sales order lines for multiple plants cannot be status S - Confirmed Complete, until all line items have the Print Pick List and Print Pack List flags set to off.
Quantities are shipped from the item's backflush location in program ICEM, Item Plant Maintenance, when the Batch Ship Method in program ILPM, Plant Code Maintenance, is set to Default or Backflush Location, or From Backflush Location. When the Batch Ship Method flag is set to From Any Shippable Location or From Default Location, the additional quantity will be shipped from the item's default location in program ICEM, Item Plant Maintenance.
Non-stocked items, non maintain on hand items, and drop ship items are not shipped from this program. If the sales order includes any of these items types, the sales order lines will be backordered.
If the SKU Not Mutable flag is set to on in program ICSM, Inventory Sales Data Maintenance, for the item and sales units of measure, shipments for the item and unit of measure will be shipped using that SKU unit of measure for the item.
Sales orders that were entered in other programs can also be shipped in this program by running the program from the menu. Both status O - Open and status I - Incomplete sales orders can be viewed in this program. If a status I - Incomplete sales order is processed in this program, a warning will be displayed when the [Process Order] button is pressed, allowing the user to open the sales order before processing.
If the NDS Cash Drawer feature is installed, and the CASH_DRAWER_URL parameter is set up in program MURM, Initialization Parameter Maintenance, after the packing lists have been printed, the cash drawer will be opened automatically.
Some setup must be completed before this program can be used to ship sales orders.
Alternate Units of Measure and Preferred SKUs
Set the Batch Ship Method pop-list to define from which location quantities will be shipped in this program.
For the NDS application user that will be shipping counter sales, enter the following parameters:
COUNTER_SALES: YES or NO. In order for program OEPX, Counter Sales Shipping, to be run automatically from program OEXP, Fast Order Entry, this value must be YES.
COUNTER_PRINTER: This is the printer from program MUPM, Printer Definition Maintenance, to which reports will be printed from program OEPX, Counter Sales Shipping.
OE_DEF_CASH_PAYTYPE: This is the default pay type from program SPPT, Payment Type Maintenance, for payments entered in program OEPX, Counter Sales Shipping. When the process order button is pressed, and amount has been entered in the Amount Tendered field, this is the payment type that will be used for the payment record created.
OEPX_PICK: ON, OFF, or HIDE. When set to YES, the Pick List flag will be set to on automatically. When set to OFF, the Pick List flag will be set to off automatically. When set to HIDE, the Pick List flag will not be displayed in the program.
OEPX_PACK: ON, OFF, or HIDE. When set to YES, the Priced Packing List flag will be set to on automatically. When set to OFF, the Priced Packing List flag will be set to off automatically. When set to HIDE, the Priced Packing List flag will not be displayed in the program.
OEPX_INVOICE: ON, OFF, or HIDE. When set to YES, the Invoice flag will be set to on automatically. When set to OFF, the Invoice flag will be set to off automatically. When set to HIDE, the Invoice flag will not be displayed in the program.
OEPX_MSDS: ON, OFF, or HIDE. When set to YES, the MSDS Sheets flag will be set to on automatically. When set to OFF, the MSDS Sheets flag will be set to off automatically. When set to HIDE, the MSDS Sheets flag will not be displayed in the program.
If you are printing MSDS sheets from program OEPX, Counter Sales Shipping, see the MSDS sheets set up information.
If you are using the NDS Cash Drawer Opener, see the NDS Cash Drawer Opener Parameters set up information.
You will need to have the following drill down records set up:
OEPLC, Pack List for Counter Drill Down
Key 1, SALES_ORDER_NO: C.ORDER_NO
Key 2, P_PLANT_CODE: C.PLANT_CODE
OEPLZ, Priced Packing List for Counter Drill Down
Key 1, SALES_ORDER_NO: C.ORDER_NO
Key 2, P_PLANT_CODE: C.PLANT_CODE
OEPRT, Sales Order Pick List for Drill Down
Key 1, SALES_ORDER_NO: C.ORDER_NO
Key 2, P_PLANT_CODE: C.PLANT_CODE
Key 3, P_SHOW_ALL_LINES, control.show_all_lines
ARIPC, Invoice Print for Counter Drill Down
Key 1, INVOICE_NO: C.INVNO
Verify that the following drill down record exists for this program:
To Program OEPX
To Program Mode: Maintain
ORDER_NO: CONTROL.NEW_ORDER
ORDER_SUFFIX: CONTROL.NEW_SUFFIX
Install the NDS Cash Drawer Opener applet.
SPPT, Payment Type Maintenance: Set the Cash Drawer flag to on for the appropriate cash payment types.
MURM, Initialization Parameter Maintenance: Define the default cash payment type using the OE_DEF_CASH_PAYMENT parameter. This payment type should have the Cash Drawer flag set to on in program SPPT, Payment Type Maintenance. This is the payment type for which the payment record is created when the sales order is processed with an amount tendered.
Complete the NDS Cash Drawer Opener Parameters setup.
When a user enters an amount tendered and presses the Process Order button, a payment record is created on the sales order for the default cash payment type.
After the packing list is printed, the cash drawer is opened if a payment record with a cash Drawer payment type exists on the sales order. The payment record could have been created during sales order entry or when an amount was entered in the amount tendered field.
1. The sales order entered and created in program OEXP, Fast Order Entry, will be placed on 'S' order hold to be shipped in this program. When you press Create Order or F10, this program will be opened automatically.
You can also run this program from the menu for sales orders created in other sales order entry programs. If you ran the program from the menu, you need to query the desired sales order when the program opens.
2. The customer address information can be updated for the sales order if desired.
3. The sales order summary information is displayed on the bottom left of the screen.
4. In the Printer field, enter the printer to which the documents for this sales order shipment will be printed. The default is the printer assigned as the counter printer in program MURM, Initialization Parameter Maintenance.
5. In the # Packing Lists field, enter the number of packing lists that should be printed.
6. Set the Pick List flag to the desired setting. When this flag is set to on, a pick list will be printed for the sales order. When this flag is set to off, a pick list will not be printed for the sales order.
The default setting of this flag and whether it is displayed in this program is determined by the MURM, Initialization Parameter Maintenance, parameter OEPX_PICK.
7. Set the Priced Packing List flag to the desired setting. When this flag is set to on, a priced packing list will be printed for the sales order shipment. When this flag is set to off, a priced packing list will not be printed for the sales order.
The default setting of this flag and whether it is displayed in this program is determined by the MURM, Initialization Parameter Maintenance, parameter OEPX_PACK.
8. Set the MSDS Sheets flag to on if MSDS sheets will be printed for this sales order.
The default setting of this flag, and whether it is displayed in this program is determined by the MURM, Initialization Parameter Maintenance, parameter OEPX_MSDS.
You must have completed the setup for MSDS printing in program MURM, Initialization Parameter Maintenance, and for each item in program ICMM, Inventory Master Maintenance, for sheets to be printed for the sales order. See the MSDS sheets section for set up information.
You can set this flag to on, but if none of the items are assigned an MSDS file, no sheets will be printed.
9. Set the Invoice flag to the desired setting. When this flag is set to on, an invoice will be printed for the sales order. When this flag is set to off, an invoice will not be printed for the sales order.
The default setting of this flag and whether it is displayed in this program is determined by the MURM, Initialization Parameter Maintenance, parameter OEPX_INVOICE.
10. In the Amount Tendered field, enter the amount tendered by the customer.
A payment record will be created for this amount for the payment type defined with the OE_DEF_CASH_PAYTYPE parameter in program MURM, Initialization Parameter Maintenance.
11. The difference between the Net Amount Due and the Amount Tendered that needs to be returned to the customer is displayed in the Change Due field.
12. To enter additional payment lines, in the Type field, enter the payment type from program SPPT, Payment Type Maintenance.
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.
13. In the Payment Amt field, enter the payment amount for this payments type.
14. If the payment type requires a credit card number, in the CC# field, enter the credit card number.
With the cursor in the CC# field, you can swipe a credit card using a keyboard swipe interface, and the appropriate information will be entered on the payment record.
15. If the payment type requires an expiration date, in the Exp Dt field, enter the expiration date.
16. If the payment type requires a driver's license or authorization number, in the DL# or Auth# field, enter the appropriate value.
17. If the payment type requires a check number, in the Check # field, enter the check number.
18. Press [Commit].
19. 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.
20. Press the [Process Order] button to complete the shipping of the sales order and print the appropriate documents.
After the packing list is printed, if the NDS Cash Drawer Opener is installed and set up, the cash drawer will be opened if a cash drawer payment type exists on the sales order. Cash drawer payment types have the Cash Drawer flag set to on in program SPPT, Payment Type Maintenance.
21. If you ran the program from program OEXP, Fast Order Entry, you will be returned to program OEXP, Fast Order Entry, when you have completed shipping the sales order and have exited the program.
Press this button to view and maintain the miscellaneous charges assigned to the order.
Press this button to complete the shipping of the sales order and print the appropriate documents.
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.
Press this button to view the authorization response from Payflow Pro .