Program OERO, Order Entry Rollout Maintenance, is used to create sales orders in mass for multiple customers and ship to addresses, and for lead batches. These sales orders are created from rollout templates that have been set up in program OQEM, Sales Order Quotation Entry/Maintenance.
Sales orders can be created for all customers, all current ship to addresses for a customer, all customers and all ship to addresses, or a select number of customers and ship to addresses that are entered by the user.
Lead batches are entered in program LEMM, Lead Master Maintenance, and the rollout template used is assigned to each lead according to the source ID for the lead.
Importing Customer Lists from a file
Creating Rollouts and Mass Sales Orders for Customer Lists
Creating Rollouts and Mass Sales Orders for Lead Batches
Some set up must be completed before customer lists can be imported from data files.
In program UTCV, Delimited File Manager, enter a CSV record for the import of customer lists. The CSV record must include the following information:
Enter RO_DTL as the table name.
Include column ORG_UNIT_ID, with no position. In the Value Subquery for this column, enter select ORG_UNIT_ID from RO_HDR where rowid = 'KEY_ROWID'
Include column RO_HDR_ID, with no position. In the Value Subquery for this column, enter select RO_HDR_ID from RO_HDR where rowid = 'KEY_ROWID'
Include column CUST_NO.
Include column SHIPTO_CD
Once the CSV record has been entered, the customer list can be imported using the [Load File] button. This is discussed in the Creating Rollouts and Mass Sales Orders for Customer Lists section.
1. Rollout templates are initially created in program OQEM, Sales Order Quotation Entry/Maintenance. Sales orders are created for the customer list according to the rollout template.
2. In program OERO, Order Entry Rollout Maintenance, enter the description for this rollout record.
3. In the Rollout Type pop-list, select Customer List.
4. In the Initials field, enter your initials.
5. Set the New Type field to the desired setting. This is the type of order that will be created.
Invoice: the program will create invoices for these customers and line items in program ARIE, One Step Invoice Entry.
Order: the program will create sales orders or quotes for these customers and line items in program OEOE, Sales Order Entry Maintenance, or program OQEM, Sales Order Quotation Entry/Maintenance.
Credit Memo: the program will create credit memos for these customers and line items in program ARIE, One Step Invoice Entry.
Credit Note: the program will create credit notes for these customers and line items in program ARIE, One Step Invoice Entry. Credit Notes do not affect inventory values.
Debit Memo: the program will create debit memos for these customers and line items in program ARIE, One Step Invoice Entry.
Debit Note: the program will create debit notes for these customers and line items in program ARIE, One Step Invoice Entry. Debit Notes do not affect inventory.
6. Set the New Status field to the desired setting. The status that can be selected is dependent upon the setting of the New Type field.
Open Order: the sales order created will be an open order in program OEOE, Sales Order Entry Maintenance. Only Order types can have this status upon creation.
Quote: the sales order will be created as a quotation in program OQEM, Sales Order Quotation Entry/Maintenance. Only Order types can have this status upon creation.
Fully Shipped: the sales order will be created as a fully shipped order. Types Invoice, Credit Memo, Credit Note, Debit Memo, and Debit Note can have this status upon creation.
7. Enter the new required date for these orders.
8. In the Template No field, enter the template number from which these sales orders will be created. The list of values includes all rollout templates entered in program OQEM, Sales Order Quotation Entry/Maintenance.
9. The template description and the template order type will default from the rollout template record. You can press the [Template Details] button to view line item details for the rollout template.
10. Press [Commit] to save the header.
11. In the lower block, enter the customers and ship to codes for which you wish to create sales orders.
Press the [Copy All Customers] button to automatically enter records for all customers with their default ship to codes.
Press the [All Custs/All Ship To's] button to automatically enter records for all customers with all of their ship to codes.
Select a customer and press [Curr Cust Ship To's] to automatically enter records for all ship to codes for the selected customer.
Enter the customer purchase order number in the Cust PO field, if appropriate. If no purchase order is entered, the template order number will be entered in this field automatically when orders are created.
12. You can enter the customer rollout records manually.
Enter the desired customer name in the Cust No field.
Enter the desired ship to code.
The template number defaults from the rollout header, but you can change it.
Enter the customer purchase order number in the Cust PO field, if appropriate. If no purchase order is entered, the template order number will be entered in this field automatically when orders are created.
Press [Commit].
13. You can import customers from a file.
Some setup must be completed, see the Importing Customer Lists from a file section.
In the upper block, press the [Load File] button.
Enter the CSV Map ID that you entered in program UTCV, Delimited File Manager, for importing rollout lists. The description will be entered from the CSV record.
In the Data File field, enter the directory and file name that will be imported.
Any data file type can be imported.
You can type the desired directory and file name into the field, such as C:\ndslocalfiles\import.csv
The directory from which you are importing the file can not have spaces in the directory name.
You can use the [...] to find the data file on your computer or network. Press the button, find the desired file, and press [Open]. The program will enter the directory and file in the field.
Press the [Import] button.
14. Press the [Clear Details] button to remove all records from the lower block.
15. Press the [View Address] button to view the customer and ship to addresses for the selected customer and ship to code.
16. You can remove any unwanted customer / ship to records by selecting the desired record and pressing [Delete Record].
17. When all desired customers and ship to codes have been entered, press [Create Orders] to create the sales orders.
1. Rollout templates are initially created in program OQEM, Sales Order Quotation Entry/Maintenance. Sales orders are created for the lead batch according to the rollout template assigned to the source ID for each lead, and the line items selected during lead processing with program LEMM, Lead Master Maintenance.
2. In program OERO, Order Entry Rollout Maintenance, enter the description for this rollout record.
3. In the Rollout Type pop-list, select Lead Batch.
4. In the Initials field, enter your initials.
5. Set the New Type field to the desired setting. This is the type of order that will be created.
Invoice: the program will create invoices in program ARIE, One Step Invoice Entry.
Order: the program will create sales orders or quotes in program OEOE, Sales Order Entry Maintenance, or program OQEM, Sales Order Quotation Entry/Maintenance.
Credit Memo: the program will create credit memos in program ARIE, One Step Invoice Entry.
Credit Note: the program will create credit notes in program ARIE, One Step Invoice Entry. Credit Notes do not affect inventory values.
Debit Memo: the program will create debit memos in program ARIE, One Step Invoice Entry.
Debit Note: the program will create debit notes in program ARIE, One Step Invoice Entry. Debit Notes do not affect inventory.
6. Set the New Status field to the desired setting. The status that can be selected is dependent upon the setting of the New Type field.
Open Order: the sales order created will be an open order in program OEOE, Sales Order Entry Maintenance. Only Order types can have this status upon creation.
Quote: the sales order will be created as a quotation in program OQEM, Sales Order Quotation Entry/Maintenance. Only Order types can have this status upon creation.
Fully Shipped: the sales order will be created as a fully shipped order. Types Invoice, Credit Memo, Credit Note, Debit Memo, and Debit Note can have this status upon creation.
7. Enter the new required date for these orders.
8. In the Lead Batch ID field, enter the lead batch ID from program LEMM, Lead Master Maintenance, for which you are creating sales orders.
9. The batch date, media type, and lead count will default from the lead batch record.
10. Press [Commit] to save the header.
11. When you save, the lead information will be entered in the lower block.
The customer number is the dealer from the lead record.
The ship to code is SAME.
The Cust PO number can be entered manually. If no customer purchase order number is entered, the batch ID will be entered automatically when sales orders are created.
The lead ID is entered from the lead record.
The template number is entered from the lead record, but can be changed here.
12. You can manually add lead records that are not included in the batch.
In the Cust No field, enter the dealer for this lead. This is the dealer that is assigned to the lead record in program LEMM, Lead Master Maintenance.
The Cust PO number can be entered, if appropriate. If no customer purchase order number is entered, the batch ID will be entered automatically when sales orders are created.
In the Lead ID field, enter the lead record ID for which you are creating sales orders.
In the Template No field, enter the appropriate template number assigned to the lead record.
13. Press the [View Addresses] button to view the address to which the sales order will be shipped. This is the address from the lead record as entered in program LEMM, Lead Master Maintenance.
14. Press the [Template Details] button to view the line item details for the template assigned to a lead.
15. Press the [Lead Product Selections] button to view the line items that are actually selected to be shipped to this lead.
16. Press the [Clear Details] button to remove all leads from the lower block.
17. When all leads have been entered, press the [Create Orders] button.
18. Sales orders can be batch shipped by lead batch in program OESB, Batch Shipping.
Press this button to create records in the lower block for all customers and all ship to codes for those customers.
Press this button to copy all customers and their default ship to codes to the lower block.
Press this button to create sales orders for the customers and line items. Sales orders will be created according to the parameters entered in the middle block.
Press this button to create records in the lower block for the selected customer and all of the customer's ship to codes.
Press this button to remove all records from the lower block.
Press this button to load the customer list from a file. For more information, see the Importing Customers Lists from a file section, and the Creating Rollouts and Mass Sales Orders for Customer Lists section.
Press this button to view the line items selected for this lead record.
Press this button to view additional detail about the line item. The detail information includes the unit price, unit cost, flat discount amount, override flag, non-stock item flag, sales unit of measure, drop ship flag, taxable flag, contract number, unique ID, release number, vendor number, purchase order number and line, manufacturing enterprise code, and plant code.
Press this button to view the line items details for the selected rollout template.
Press this button to view the customer and ship to address for the selected customer and ship to code.