OEXP - Fast Order Entry

New features added, version 7.5.1, 7.5.2, 7.5.3, 8.1, 7.5.4, 8.4, 7.5.4R4, 8.4R4, 8.5.2

Program OEXP, Fast Order Entry, is used to enter sales orders quickly and simply from templates created in program OQEM, Sales Order Quotation Entry/Maintenance, and assigned to employees in program LREE, Employee Maintenance.

If you try to exit the program without clearing the order, the program will prompt you to create a sales order, a quotation, or to cancel the order.

Sales orders are created with the sales order status defined in the Initial Order Status field in program ARLM, Location Maintenance.

Fast Order Entry Set Up

Some set up must be completed before this program can be used. If you are missing a station ID, scratch order template, or scratch order number assigned to your employee record, or employee number assigned to your security record, you will not be able to enter sales orders in program OEXP, Fast Order Entry.

MURM, Initialization Parameter Maintenance:

Set up the optional fields and settings for program OEXP, Fast Order Entry.

OQEM, Sales Order Quotation Entry/Maintenance:

Enter scratch sales templates to be assigned to the employee records. All defaults for the sales orders created with program OEXP, Fast Order Entry, are taken from the template. No line items should be entered.

The customer assigned to the sales template will be the customer from which the defaults are taken when a customer is created on the fly in this program.

LREE, Employee Maintenance:

Enter employee records for your users. After scratch templates and order numbers are entered in program OQEM, Sales Order Quotation Entry/Maintenance, return to this program to assign them to employees.

Enter the default extension for the employee. The extension will be the default station ID for the employee upon entry in program OEXP, Fast Order Entry.

If you are missing this information, you will not be able to enter sales orders in program OEXP, Fast Order Entry.

If you are using the fulfillment features, and the employee will be using program OEXP, Fast Order Entry, in each fulfillment database, you must set up a scratch order template and a scratch sales order with the same number in each fulfillment database. You can manually enter the order number in the Order No field in program OQEM, Sales Order Quotation Entry/Maintenance.

MUSC, User Security Maintenance:

Assign employee records to user security records. If you are missing this information, you will not be able to enter sales orders in program OEXP, Fast Order Entry.

How Fast Order Entry Works

1. Looks at user security record to determine the employee number for the user.

2. Looks at the employee record (Extension field) to determine the default station ID for the employee.

3. Looks at the employee record (Scratch Order No field) to determine the scratch sales order to update in program OQEM, Sales Order Quotation Entry/Maintenance. All header information defaults from this scratch sales order number.

4. While the quote is being entered in program OEXP, Fast Order Entry, the information entered is being written to the scratch order in program OQEM, Sales Order Quotation Entry/Maintenance, and can be viewed there. Auto-commits are performed automatically by the program during entry.

5. Upon pressing F3 - Save Quote, program OEXP, Fast Order Entry, generates a quote in program OQEM, Sales Order Quotation Entry/Maintenance, from the information entered in program OEXP, Fast Order Entry. The quote order number is generated according to the sales order auto-numbering set up in program SPON, Order and Invoice Number Control.

6. Upon pressing F10 - Save Order, program OEXP, Fast Order Entry, generates a sales order in program OEOE, Sales Order Entry Maintenance, from the information entered in program OEXP, Fast Order Entry. The sales order number is generated according to the sales order auto-numbering set up in program SPON, Order and Invoice Number Control.

7. Re-copies information to the employee scratch order number from the employee scratch template number (Scratch Template No in program LREE, Employee Maintenance).

New Customer Creation

Customers can be created on the fly from this program. Enter the new customer number in the Customer field and then enter all pertinent information on the Customer Tab. All other customer information will be taken from the template customer (The customer assigned to the order template in program OQEM, Sales Order Quotation Entry/Maintenance.).

Template customers should be authorized for all financial enterprises.

If no customer number is entered manually, the customer number will be generated by the system.

When the sales order is created, the customer record will be entered in program CMMM, Customer Master Maintenance.

Contact Creation in program OEXP, Fast Order Entry

Contacts are created on the fly from program OEXP, Fast Order Entry.

When a new contact is entered for a customer in one of the following fields, the contact record will be created for the customer as follows:

Contact field: the contact will be created for the customer. If this is the first contact created for the customer, the Primary flag will be set to on for the contact. The contact will be assigned the phone number entered in the Phone field in the header as the Business phone type. No ship to code assigned.
If an LOV for contacts is created in program UTLV, LOV Configuration, for OEXPCNTACT, then an LOV will be available on the contact field at the top of the form.
Sold To Attn field: the contact will be created for the customer. No ship to code assigned. The phone number entered in the sold to Phone field is assigned to the contact as the Business phone type.
Ship To Attn field: the contact will be created for the customer. The contact is assigned the ship to code, if the ship to code is something other SAME or DROP. The phone number entered in the header Phone field is entered as the Business phone type for the contact.

If the Update Shipto For Contacts flag is set to on in program ARLM, Location Maintenance, and an existing contact is entered as the Attn for the ship to address, the ship to code will be assigned to the contact record.

The Primary flag will only be set to on automatically for the first contact created for a customer. All additional contacts will have the Primary flag set to off automatically.

If the OEXP_VALIDATE_CONTACT parameter is set to Y in program MURM, Initialization Parameter Maintenance, the user is forced to choose from the list of values when entering a contact. If the contact does not exist, the user must create one through a drill down to program SPWM, System Contacts Maintenance, before entering the sales order.

For more information, see the Automatic Contact and Mail To Address Creation section.

Comments

The setting of the COMMENT_LOV_OEXP 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.

Comments displayed here are sorted according to the OE_COMMENT_SORT parameter in program MURM, Initialization Parameter Maintenance.

Promotional Items

Promotional items attached to items entered in program OEXP, Fast Order Entry, will be attached to the order when the sales order or quote is created from this program.

Note: Be aware that promotional item prices will not be added to the order total until the sales order or quote is created. This can cause the actual order total to be different when the order is created if you have promotional items set up with prices other than 0.

Custom Pop-Up Button

The custom pop-up $image\ebx_1009983525.gif$ button located on the Items tab displays information from the custom view OEXP_USER_VW. The view contains the following fields: item_no, unit_code, plant_code, field1, and field2. Field 1 and 2 are displayed on the pop-up screen from this button. This view can be modified to select the user-defined data for field 1 and 2 within the view.

When an item is entered on the sales order line, a check is done against the custom view, and if records exist for the item number, the button is lit. Otherwise, it will be grayed out.

The title and column headings on the popup screen are determined by the OEXP_USER_VW_TITLE, OEXP_USER_VW_FIELD1, and OEXP_USER_VW_FIELD2 parameters in program MURM, Initialization Parameter Maintenance.

Rollout Mode

When the OEXP_ROLLOUT_MODE parameter is set to Y in program MURM, Initialization Parameter Maintenance, the message field will read '*** ROLLOUT Mode ***' when you enter the form. When in rollout mode, orders and quotes will be created using the template customer instead of creating a new customer. This allows sales orders and quotes to be shipped to people without setting them up as separate customers.

Telephone Interface for Fast Order Entry

When you enter program OEXP, Fast Order Entry, there is a telephone button $image\ebx_-1383487669.gif$ in the upper right of the screen. Next to this button, the word Waiting is displayed. When a telephone call comes in and the nds_tapi table is updated with the customer's telephone number and the operator's employee number, the word Waiting will disappear, the button brightens, and the customer and contact for the new order will be determined by the telephone number.

The customer information will then be entered with the information from the customer record, and the operator can take the order when the operator finishes out the current order. If a backup of calls occurs, the user must press the telephone button $image\ebx_-1383487669.gif$ manually and deal with the calls in the queue before new calls coming in can be handled.

The information entered in the nds_tapi table includes the following:

Tapi_event_type varchar2(1) values C, A C: connection event or A: call abandoned event.

Tapi_agent_station varchar2(10) not null Associated in NDS with a customer service employee. May be blank for an unassigned call being abandoned.

Tapi_caller_id varchar2(10) The calling telephone number.

Tapi_called_number varchar2(10) A string identifying the actual number called by the customer.

Operation Instructions for Fast Order Entry

Program OEXP, Fast Order Entry, can be operated entirely with keyboard strokes.

Checkboxes / Flags: Press the spacebar to set the flag to on or off.

Ctrl+PgUp / Crtl+PgDwn: Move between tabs.

Function Keys: The buttons at the bottom of the tab indicate what the function key will do on that tab.

PgUp / PgDwn: Move between blocks on a tab.

Pop-lists: such as the Plant pop-list in the header. Press the down arrow key to open the pop-list. Use the arrow keys to highlight the desired selection. Also, pressing the first letter in the desired selection will move you to that selection. If there is more than one selection with the same first letter, the next available selection with that first letter will be selected.

Tab / Enter: Moves you between fields.

Shift+Tab: Moves you backwards between fields.

Some hot keys can be used with a custom FMRUSW.RES file. If you would like to install this file, contact your NDS Representative.

Ctrl+a Go to PO number.

Ctrl+d Go to Ship date.

Ctrl+f Go to Ship via code.

Ctrl+n Go to Customer number.

Ctrl+r Go to Reason code.

Ctrl+s Go to Ship to code.

Ctrl+w Go to Contact.

Shift+F1 Cancel entry.

Fast Order Entry

1. When you enter program OEXP, Fast Order Entry, the station ID will default from the extension field for the employee. You can change the station ID and press the Enter key to begin entering orders.

In the Template Order field, the scratch order template number assigned to the employee in program LREE, Employee Maintenance is displayed. The scratch order template is used to re-copy information to the employee scratch order number when a quote or order is generated from this program.
In the Scratch Order field, the scratch order number assigned to the employee in program LREE, Employee Maintenance, is displayed. This is the scratch sales order to update in program OQEM, Sales Order Quotation Entry/Maintenance, when sales orders are entered in this program. All header information defaults from this scratch sales order number. While the quote is being entered in this program, the information entered is being written to the scratch order in program OQEM, Sales Order Quotation Entry/Maintenance, and can be viewed there.

2. The default information from the scratch order number assigned to the employee will be entered automatically.

If you are using the Telephone Interface feature, the customer and contact for the new order will be determined by the telephone number in the interface.
If no telephone number/customer match is made, a new customer will be created for the order, but you can override by entering an existing customer in the Customer field.

3. In the Customer field, you can change the customer for which you are creating the order. Customer information will be updated from the customer's master record.

For new customer creation, enter the customer number for the new customer.
The new customer number will be generated automatically if you do not make an entry here.
From this field, the cursor will move to the PO# field on the Customer Tab.
If you press the [Search] $image\ebx_-1955635254.gif$ 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/Prospect Addresses section.
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.
For users that are authorized for multiple financial enterprises in program SPUM, System Authorization Maintenance, customers with sales locations for a financial enterprise different than the financial enterprise presently associated with the order can be entered. The sales location, financial enterprise, manufacturing enterprise, and plant will then be changed to match that customer's default location. If other behavior is desired, see program MURM, Initialization Parameter Maintenance.

4. In the Contact field, select the contact for which you are entering this order.

For new customer creation, enter the contact for the new customer.
If the OEXP_VALIDATE_CONTACT parameter is set to Y in program MURM, Initialization Parameter Maintenance, the user is forced to choose from the list of values when entering a contact. If the contact does not exist, the user must create one through a drill down to program SPWM, System Contacts Maintenance, before entering the sales order.

5. In the PO # field, enter the customer purchase order number for this sales order, if desired

6. In the Ship To field, enter the ship to code for this customer sales order. The Ship To address defaults from the customer record. It can be changed here for this order.

For new customer creation, the ship to code defaults to the ship to code from the template order. When tabbing out of the sold to phone or ship to code field for new customers, the ship to address will default to the sold to address. The ship to code entered will be the default ship to code for the new customer.
You can enter a different ship to code and address here for the new customer, and it will be copied to the new customer record when the order is created.
You can change the ship to name for the sales order in the Name field. The ship to name will default to the customer name. 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.
From this field, the cursor will move back to the Phone field in the header.
If you enter a new ship to address, and leave the ship to code field blank, a new ship to code will be created for the customer when the sales order is created.
Updates to the ship to address may also update the ship to address in program CMMM, Customer Master Maintenance and the mail to address in program MTMM, Mail To/Prospect Input for Catalogs, according to the setting of the OEXP_SHIPTO_SAVE parameter in program MURM, Initialization Parameter Maintenance.
If you enter DROP here, the displayed address will be cleared to allow you to enter a new address.

7. In the Phone field, if the contact telephone number differs from the one entered automatically, enter the correct telephone number.

For new customer creation, enter the phone number for the new customer.
If you double-click in this field, the customer address search screen will be displayed. For more information on searching for customer addresses with this screen, see the Searching for Customer/Prospect Addresses section.
You can enter a partial phone number with the % wildcard and press F9 to display a list of values of phone numbers based on the partial number entered.
If you press the [Return Customer] $image\ebx_-889446360.gif$ button, the customer associated with the phone number is returned to the Customer field and the primary contact is entered in the Contact field.
When a phone number is entered in this field without any formatting, the program will attempt to format it.

If the entered phone number is seven numbers long, then it will be formatted as 999-9999

If the entered phone number is eleven numbers long, then it will be formatted as 9-999-999-9999

If the entered phone number is ten numbers, then a '1' is added to the beginning and it is formatted as 1-999-999-9999

If the entered phone number does not contain all numbers or is of another length than the ones discussed above, the phone number will not be formatted.

8. In the Customer Name field, enter the name for the customer if you are creating a new customer. Otherwise, the customer's name will default from the customer master record.

9. In the Email field, enter the contact's email address.

This is written to the contact record.

10. In the Plant field, enter the plant for which you are entering a sales order.

The sales location will be determined by the plant that is selected here.
The first sales location assigned to the selected plant in the current financial enterprise and manufacturing enterprise will be used as the default.

11. In the Ship Dt field, enter the date on which the sales order will be shipped to the customer.

12. Click on the [Calc Order Disc] button to calculate the sales order level discount according to the settings in program CMDM, Discount Level Maintenance.

13. Go to one of the following tabs:

Items Tab

ATP Tab

Customer Tab

1. The address pop-list contains the choices Invoice To, Bill To, and Sold To.

For new customer creation, the pop-list will default to Sold To. Enter the customer address for the new customer. When a Sold To address is entered, it will be the default for the Invoice To and Bill To addresses as well.
For existing customers, the pop-list will default to Invoice To.
These addresses default from the customer master record for existing customers. For new customers, the Sold To address entered will be the default address for the Invoice To and Bill To addresses for the customer.
The Attn and Phone fields contain the contacts for the sales order for each address. The Sold To contact will always default to the Contact entered in the header of the program.
You can modify all of these addresses and their contacts by changing the pop-list setting.
For more information on sales order addresses, see the Addresses section of the Sales Order Entry Features.
Zip code and state/province are not required for foreign countries.

2. The Src Doc ID field is a user-defined field. Enter the desired information.

The list of values on this field is defined in program UTLV, LOV Configuration, as the OEXPSRCDOC list of values ID.
The value entered in this field is validated against the list of values according to the setting of the OEXP_VALIDATE_SRCDOCID parameter in program MURM, Initialization Parameter Maintenance. When this parameter is set to Y or YES, the value will be validated against the list of values.

3. In the Toll Free # field, enter the toll free number for the customer. The toll free number defaults from the customer record in program CMMM, Customer Master Maintenance.

Updates to this field will also update the customer record in program CMMM, Customer Master Maintenance.

4. In the Sls Rsn field, enter the sales reason code for this sales order. The sales reason code defaults from the customer record in program CMMM, Customer Master Maintenance.

5. Set the Default Drop Ship flag to the desired setting. This flag does not affect anything in this program, but when the sales order or quotation is created, this flag determines how purchase orders will be created for the sales order line.

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 on the Other Details screen. When the [Write PO] button is pressed in program OEOE, Sales Order Entry Maintenance, or program OQEM, Sales Order Quotation Entry/Maintenance, purchase orders will be created for all sales order lines. Vendors must be entered for this to occur.
When you tab past this field, if no ship to address has been entered, the ship to address fields will default to the sold to address for the customer if the ship to code is SAME.

6. In the Catalog ID field, enter the catalog ID from which the customer is placing the order.

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.

7. In the Sls Location field, select the sales location for this order.

If you are using the Telephone Interface, the sales location is determined first by the telephone number called in the interface table. If the telephone number matches the telephone number assigned to a sales location in ARLM, Location Maintenance, that sales location will be used.
When not using the Telephone Interface, the sales location defaults according to the Default Location Rule pop-list in program SPON, Order and Invoice Number Control, for the financial enterprise.
If the sales location selected is assigned to a different plant than the one selected in the Plant pop-list, the Plant pop-list will change to match the selected sales location.

8. 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.

This pop-list, the Price Plant field, and the [Reprice] $image\ebx_-1954182126.gif$ button are only displayed if the OEXP_PF parameter in program MURM, Initialization Parameter Maintenance, is set to YES. Otherwise, they will not be displayed.
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] $image\ebx_-1954182126.gif$ button to re-price the existing order lines.

9. Set the Ship Complete Only flag to the desired setting.

When this flag is set to on, and the order is shipped, it cannot be changed to status S - Confirmed Complete, until all line items have the quantity shipped equal to the quantity ordered.

10. Set the B/O Ship Complete flag to the desired setting.

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.

11. The BO Okay flag indicates whether the customer allows backorders for this sales order. The value is displayed from program CMMM, Customer Master Maintenance, but can be changed.

If this flag is set to off, 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.

12. The Freight field defaults to the freight code assigned to the customer record. You can change it for the order.

For new customer creation, the freight code defaults from the freight code assigned to the customer on the order template. You can change it here.

13. The ShipVia field defaults to the ship via code assigned to the customer record. You can change it for the order. The ship via code description is displayed to the right.

For new customer creation, the ship via defaults from the ship via code assigned to the customer on the order template. You can change it here.

14. Set the Update Shipto Shipvia flag to the desired setting. When this flag is set to on, and the Ship Via code is changed, the ship via code for the ship to address in program CMMM, Customer Master Maintenance, will be changed to the one entered for the order.

15. The Terms field defaults to the terms code assigned to the customer record. You cannot change the terms code.

For new customer creation, the terms code defaults from the terms code assigned to the customer on the order template.

16. The FOB field defaults to the FOB code assigned to the customer record. You cannot change the FOB code.

For new customer creation, the FOB code defaults from the FOB code assigned to the customer on the order template.

17. Order header comments are entered in the lower half of this tab.

Press PgUp or PgDwn to move to the comments block Seq field.
Press the tab key to move to the text part of the comment record.
After entering the comment, press shift + tab to move back to the Seq field.
At this point, you can press down arrow to enter another comment, or press PgUp to return to the main tab area.

18. In the Electronic Invoicing section of this tab, there are four radio buttons. The setting of these radio buttons determines how the customer will receive invoices. The text is displayed in red if the customer needs to be asked how they would like to receive invoices.

Whether or not the customer receives invoices electronically is determined by the ARINVOICE document type on the customer's Mail/Fax tab in program CMMM, Customer Master Maintenance.
If no ARINVOICE document type exists, or if the date last activity for the record is blank, the text here is displayed in red to indicate to the user that the customer needs to be asked how they would like to receive invoices.
The radio buttons include the following choices:

Email: The Send Type pop-list for the ARINVOICE document type for this customer is set to eMail.

Fax: The Send Type pop-list for the ARINVOICE document type for this customer is set to Fax.

Mail: The Send Type pop-list for the ARINVOICE document type for this customer is set to Printed.

Unsure: The Send Type pop-list for the ARINVOICE document type for this customer is set to Printed, and the Person's Name field is set to Unsure.

Customer Tab Action Buttons

F1 Cancel - Cancel the order. Users can save the cancelled orders as a lost quote or simply clear the order. When canceling the sales order, there are three buttons - [Return], [Clear], and [Save as Lost Quote].

If the OEXP_AUTOSAVE_LOST_QUOTES parameter for the sales location is set to Y in program MURM, Initialization Parameter Maintenance, all cancelled sales orders will be saved as lost quotes. When canceling the sales order, there are only two buttons - [Return] and [Clear and Save as Lost Quote]

F3 Save Quote - Save the entered order as a quotation in program OQEM, Sales Order Quotation Entry/Maintenance.

S/F3 Lost Quote - Save the entered order as a status L - Lost sales order that can be viewed in program OEDI, Sales Order Detail Inquiry. This functionality can be activated anywhere in this program by pressing Shift + F3 on the keyboard.

If the OEXP_LOST_QUOTE_REASON parameter is set to Y in program MURM, Initialization Parameter Maintenance, and a quote is saved as a lost quote from program OEXP, Fast Order Entry, the user is alerted to enter a reason. Reason codes for lost quotes are set up in program CMRC, Complaint Reason Codes Maintenance and are stored in the quote header.

Lost quotes do not do the following:

Create ship to addresses.
Check for zero quantity order lines.
Add send to records to the customer records.
Have sales representatives assigned.
Require release authorization or letters of credit.
Allow counter sale processing.
Update the customer's toll free number.
Maintain contact information.
Save third party shipping accounts.

F4 Summary - Go to the Summary Tab.

F7 Items - Go to the Items Tab.

F9 Lookup - Display the list of values for the current field.

F10 Save Order - Save the entered order as a sales order in program OEOE, Sales Order Entry Maintenance.

Mail Addresses $image\ebx_-1733282301.gif$ : Only displayed when the AUTO_CONTACT_MAIL_ID parameter in program MURM, Initialization Parameter Maintenance, is set to N. When entering new sold to contacts, press this button to assign override the standard automatic contact creation processing and define the mail address to which the contact will be assigned. For more information, see the Automatic Contact and Mail To Address Creation section.

Mail/Fax $image\ebx_-1140839026.gif$ (Alt+m): Navigates to the Mail/Fax/Print Tab.

Reprice $image\ebx_-1954182126.gif$ : When the Price From pop-list is changed, press this button to re-price the items on the Items Tab according to the new setting. This button is only displayed when the OEXP_PF parameter in program MURM, Initialization Parameter Maintenance, is set to YES.

Return Customer $image\ebx_-889446360.gif$ : Press this button to return the customer associated with the phone number to the Customer field and the primary contact to the Contact field.

Sales Reps: Maintain the sales representatives for the sales order. See the Entering Sales Representative Commissions section for more information.

Search $image\ebx_-1955635254.gif$ : Press this button to display the customer/prospect address search screen. For more information on searching for customer addresses with this screen, see the Searching for Customer Addresses section.

Summary Tab

1. In the Freight Charges field, enter the freight charges for this order.

If your freight charges are being returned by a custom calculation, press the [Est. Freight] button to return that calculation to this field.

2. In the Freight Cost field, enter the freight cost for this order.

3. In the Misc Charges fields, enter any miscellaneous charges for the order.

4. In the Disc Pct field, enter the discount percentage to be applied to the entire order.

5. In the Prepaid Payments (deposits] field, enter the dollar amount pre-paid by the customer for this order. This field refers to a miscellaneous cash deposit entered in Accounts Receivable.

6. In the Gross Weight field, enter the sales order gross weight.

7. In the No of Cartons field, enter the number of cartons for the sales order.

8. 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.

9. 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.

10. In the Carrier field, enter the outside vendor that will be shipping the sales order.

11. In the 3rd Party Billing field, enter the 3rd Party Billing account number for this sales order.

The 3rd Party Billing account number is first determined by the customer and ship via code. If an account has been entered for the customer and ship via code in program CMMM, Customer Master Maintenance, that account number will be written here.
If no account exists in the customer record, the program looks at the vendor assigned to the ship via code in program SPSF, Ship Via Code Maintenance.
If a 3rd Party Billing account is assigned to the vendor record, that account number is written to the 3rd Party Billing field screen.
The Use 3rd Party Billing flag determines whether 3rd Party Billing will be used for the sales order.
If the OEXP_SAVE_THP_ACCT parameter is set to YES in program MURM, Initialization Parameter Maintenance, and the third party account does not exist for the customer record, the third party account will be added to the customer record in program CMMM, Customer Master Maintenance.

If the ship to is SAME or DROP, the third party account is entered with a null ship to code.

If no carrier vendor is entered on the Summary tab, then the account will not be added to program CMMM, Customer Master Maintenance.

If the vendor entered does not match the vendor assigned to the ship via code in program SPSF, Ship Via Code Maintenance, then the user will be notified and the account will not be saved.

12. Set the Use 3rd Party Billing flag to on if 3rd Party Billing will be used for the sales order.

13. 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.

14. 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.

Summary Tab Action Buttons

Promo Msg - Display the message for promotions attached to this sales order.

Freight - Press this button to return the custom calculated estimated freight charge to the Freight Charges field, if applicable.

F1 Cancel - Cancel the order. Users can save the cancelled orders as a lost quote or simply clear the order. When canceling sales orders, there are three buttons - [Return], [Clear], and [Save as Lost Quote].

If the OEXP_AUTOSAVE_LOST_QUOTES parameter for the sales location is set to Y in program MURM, Initialization Parameter Maintenance, all cancelled sales orders will be saved as lost quotes. When canceling the sales order, there are only two buttons - [Return] and [Clear and Save as Lost Quote]

F3 Save Quote - Save the entered order as a quotation in program OQEM, Sales Order Quotation Entry/Maintenance.

F4 Cust - Go to the Customer Tab.

F7 Items - Go to the Items Tab.

F9 Lookup - Display the list of values for the current field.

F10 Save Order - Save the entered order as a sales order in program OEOE, Sales Order Entry Maintenance.

Alt + P - Go to the Payments Tab

Mail/Fax/Print Tab

1. Set the Print Acknowledgement flag to the desired setting. When this flag is set to on, sales order acknowledgements can be printed for the sales order.

2. Set the Print Invoice flag to the desired setting. When this flag is set to on, invoices can be printed for the sales order.

3. Set the Print Pick List flag to the desired setting. When this flag is set to on, pick lists can be printed for the sales order. If the OE_DEF_HDR_PICK_FLAG MURM is set to Y, then this flag will default to ON for all sales orders in that plant.

4. Set the Print Packing List to the desired setting. When this flag is set to on, packing lists can be printed for the sales order.

5. In the lower portion of the tab, there is a section for faxing and emailing reports to customers. If the fax / email information for a report class differs for this sales order and customer, you can change it here.

In the Report Class field, enter the report class for which you are entering the fax or email information. You can select from this list of values. If an entry already exists for the customer in program CMMM, Customer Master Maintenance, modify the existing record here.
In the Type pop-list, select E-mail if you are going to email reports for this report class. Select Fax if you are going to fax reports for this report class.
In the Show Mail Form field, if you are emailing reports for this report class, and you wish to view the email before sending it, set this flag to on. If you do not wish to view the report, set this flag to off. Faxed reports do not use this field.
In the Send To field, if you are emailing reports, enter the email address to which you are emailing the reports. If you are faxing reports, enter the fax telephone number to which you wish the report sent.
In the Copy To field, enter an additional email address, if you are emailing the reports to multiple people. If you are faxing reports, this field is not used.
Set the Add /Update Customer flag to off to only change the fax or email information for this sales order.
The OEACK report class and OEQUOTE report class are set up for Fax automatically for any customer that does not have them set up. The fax number is entered a 1 and the Add /Update Customer flag is set to on automatically for these. If nothing is changed, they will not be saved to the customer record when an order or quote is created.

If you wish to enter or change an existing fax or email entry for the customer, you can do it here.

In the Report Class field, enter the report class for which you are entering the fax or email information. You can select from this list of values. If an entry already exists for the customer in program CMMM, Customer Master Maintenance, modify the existing entry.
In the Type pop-list, select E-mail if you are going to email reports for this report class. Select Fax if you are going to fax reports for this report class.
In the Show Mail Form field, if you are emailing reports for this report class, and you wish to view the email before sending it, set this flag to on. If you do not wish to view the report, set this flag to off. Faxed reports do not use this field.
In the Send To field, if you are emailing reports, enter the email address to which you are emailing the reports. If you are faxing reports, enter the fax telephone number to which you wish the report sent.
In the Copy To field, enter an additional email address, if you are emailing the reports to multiple people. If you are faxing reports, this field is not used.
Set the Add / Update Customer flag to on to only change the fax or email information for the customer. When you create the sales order or quote, an entry will be made in program CMMM, Customer Master Maintenance, for the entered report class. If the report class already exists in program CMMM, Customer Master Maintenance, the record will be updated.

Mail/Fax/Print Tab Action Buttons

F3 Save Quote - Save the entered order as a quotation in program OQEM, Sales Order Quotation Entry/Maintenance.

F4 Customer - Go to the Customer Tab.

F7 Items - Go to the Items Tab.

F9 Lookup - Display the list of values for the current field.

F10 Save Order - Save the entered order as a sales order in program OEOE, Sales Order Entry Maintenance.

Payments Tab

1. In the Pay Type field, enter the payment type. This indicates the type of payment.

The G/L Timing flag in program SPPT, Payment Type Maintenance, for the payment type, determines when payments are posted to the general ledger.
For more information, see Posting Payments to the General Ledger.

2. 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 should 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 only used with transaction type 1 - Cash, Check, CC Sales in point of sale transactions. You must enter the transaction number of the original transaction. Returns can be recorded directly and a check issued, or they can be applied to the current transaction.
5 TAC This payment type is used for Trade America Card transactions. The card number must be entered. Trade America Card transactions are entered with transaction type 1 - Cash, Check, CC Sales in point of sale transactions.

Only one Trade America Card payment type can be entered per order line.

The Trade America Card payment type can not be used for the same order that uses the Return payment type or Will Call payment type.

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. The authorized field should be entered. For point of sale, the customer's telephone number, name, address, and authorization fields must be entered.
7 Will Call This payment type is used for orders that have been placed, but not paid. Only one will call payment type can be entered for an order. Will call transactions can be recalled with transaction type 80 - Recall transaction in point of sale transactions.
8 Gift Cert This payment type is used for orders paid with gift certificates. The amount, name, and gift certificate number should 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 are required to be entered.

3. 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.

4. Enter the information needed for the indicated payment type, as indicated in the above descriptions.

5. Press [Commit].

Payments Tab Action Buttons

F4 Summary - Go to the Summary Tab.

F7 Items - Go to the Items Tab.

F9 Lookup - Display the list of values for the current field.

Update Card Info - 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.

Payflow Pro $image\ebx_417883968.gif$ : 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.

Payflow Pro Response $image\ebx_1398869658.gif$ - View the codes sent back from Payflow Pro when the credit card was authorized.

Items Tab

The cursor will move between the Item and Qty fields in this program when using the Tab or Enter key to move between fields. Other fields can be accessed using the Shift + Tab key combination.

1. This tab automatically opens with the cursor in the Item field. You can have it start with the Qty field by pressing the F7 function key, in which case your navigation will be slightly different than described below.

2. In the Item field, enter the item number.

If the item has a substitute available, the item description will be blue when you tab out of the Item 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.

3. The U/M field defaults to the primary sales unit of measure for the item. You can change it to another sales unit of measure for the item if desired.

4. In the Qty field, enter the quantity ordered of this item.

5. 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.
If a price matrix record with a discount percentage is displayed as the default Net Unit Price, then that discount percentage will be displayed as the default, but it can be changed. When you pass the field, the discount percentage is subtracted from the displayed net unit price.
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.
The discount percentage can be entered only for customers for whom the Discounts Allowed flag in program CMMM, Customer Master Maintenance is on, and discounts are not permitted for contracts with firm pricing.
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.
Order level discounts are applied to the sales order line according to the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance. When set to N, the order level discounts are calculated when you navigate between tabs in program OEXP, Fast Order Entry. When set to Y, the order level discounts are calculated when the order is generated. Order level discounts are always calculated when the commit is forced with the [Commit] $image\ebx_980670422.gif$ button on the item tab.

6. 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.
The discount percentage can be entered only for customers for whom the Discounts Allowed flag in program CMMM, Customer Master Maintenance is on, and discounts are not permitted for contracts with firm pricing.

7. The unit price is determined by the pricing matrix for the item, but can be changed. Enter the desired price for the item if it differs from the price determined by the pricing matrix.

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.

8. The item defaults are displayed for the selected line item. You can change some of these values.

9. In the Plant pop-list, select the desired plant for the line item. The default ship from plant 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 during order entry, and will override the default plant from either of the other two locations.
If the Price From pop-list on the Customer Tab 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.

10. The Vendor is the preferred vendor for the item from item planning, and can be changed here. If the order line is a drop ship order, enter the vendor that is shipping the order.

11. The Buyer field displays the buyer code for the item from item planning. You can change the buyer code.

12. The Override flag is set to on automatically if you change the unit price manually. This indicates that the price for the item was not determined by the price matrix, but rather entered by the order entry operator.

13. The cost in the Cost field may be able to be maintained or overridden for items other than non-stocked items. If the cost can be overridden, set the Cost Override flag to on and enter the desired cost in the Cost field.

See the Cost for Customer Orders section for rules.

14. The cost in the Cost field may be able to be maintained or overridden. See the Cost for Customer Orders section for rules.

15. You can set the Taxable flag to on or off to indicate whether the item is taxable or not. The setting of this flag defaults from program ICSM, Inventory Sales Data Maintenance.

16. To create a work order or production schedule for a line item when the sales order is created, set the Create WO flag to on.

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.
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.
For more information, see the Sales Order Entry Features section.

17. If the order line is a drop ship order, set the Direct flag to on.

When the Direct flag is set to on for a sales order line item, the quantity ordered will not be included in the sales allocations for that item when the sales order is created unless the SALES_ALLOC_INCL_DROP_SHIP parameter in program MURM, Initialization Parameter Maintenance, is set to Y.

18. The line item Due Date field defaults to the ship date for the order. You can change the line item due date here.

19. The Cust Item field displays the customer / item cross reference number from program ICCR, Customer / Item Cross Reference Maintenance. You can update it here. For more information, see the Adding Customer Items to the Cross Reference from Sales Order Entry section of the Sales Order Entry Features.

20. The Mfg Item field displays the manufacturer's part number for the item, if the manufacturer's part number was entered instead of the item number from program ICMM, Inventory Master Maintenance.

21. If the entered item is a controlled item, and you are entering a counter sales order, you can enter the control number that is being shipped in the Control No field.

For serial controlled items, the quantity entered for the sales order line must be 1.
For control numbers being shipped from optionally controlled locations, the control number must be entered and created manually, regardless of the Generate Rule in program ICEM, Item Plant Maintenance, for the item.
This field is only displayed if the COUNTER_SALES parameter in program MURM, Initialization Parameter Maintenance, is set to YES.

22. In the Contract No field, enter the contract number from which the pricing should be obtained for this item.

23. In the 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.

24. In the Cust PO/Line field, the customer purchase order and line for the invoice line is displayed.

25. If you are defining the stock area and bin location from which the inventory will be picked, enter it in the Area and Bin field here. Otherwise, leave the fields blank, and the system will use the default stock area and bin location for the item when the item is picked for shipping.

If there is not enough to cover the ordered quantity, the remainder will be picked according to the Batch Ship Location pop-list in program ILPM, Plant Code Maintenance, when the item is shipped.
These fields are only displayed if the COUNTER_SALES parameter in program MURM, Initialization Parameter Maintenance, is set to YES.
The list of values on the stock area field is defined in program UTLV, LOV Configuration, for the OE_PICKLOC list of values ID.

26. The lowest quantity breaks available for the item are displayed on this tab, including the to quantity, quantity discount, and price and discount.

27. The availability of the item is displayed in the Availability field below the line items.

The format is plant:qty. If you had two plants, 10 & 20, and you had 100 in plant 10 and 1000 in plant 20 of the entered item, the availability would be displayed as [10:100] [20:1000].
If a case quantity has been set up for an item, the case quantity will be displayed in this field preceded by the words PKG QTY.

28. If you need to use a substitute item, press the [More Detail] $image\ebx_1398869658.gif$ button or Shift+F7 to go to the Items Pg2 Tab.

29. Press the Custom Pop-up $image\ebx_1009983525.gif$ button to display the user defined information for this item. For more information, see the Custom Pop-Up Button section.

30. If you need to configure a model item, press the [Configure] button. See program MOCF, Modular Bill Configuration, for more information.

31. Line item comments can be entered in the lower portion of the tab.

Press PgUp or PgDwn to move to the comments block Seq field.
Press the tab key to move to the text part of the comment record.
After entering the comment, press shift + tab to move back to the Seq field.
At this point, you can press down arrow to enter another comment, or press PgUp to return to the main tab area.

Items Tab Action Buttons

F3 Save Quote - Save the entered order as a quotation in program OQEM, Sales Order Quotation Entry/Maintenance.

F4 Summary - Go to the Summary Tab.

F5 Pricing - Go to the Pricing Tab.

F7 Toggle - Start line item entry in the Qty field. If line entry starts in Qty field, start line item entry in Item field

Shift+F7 $image\ebx_1398869658.gif$ - Go to the Items Pg2 Tab.

Shift+F8 Positions - Go to the Positions Tab.

F8 ATP - Go to ATP Tab

F9 Lookup - Display the list of values for the current field.

F10 Save Order - Save the entered order as a sales order in program OEOE, Sales Order Entry Maintenance.

Custom Pop-Up $image\ebx_1009983525.gif$ - Display the information custom popup screen.

Configure - configure the model item on the current order line. See program MOCF, Modular Bill Configuration, for more information.

Item Search $image\ebx_-1955635254.gif$ : Press this button to display the item search screen. For more information, see the Searching for Items section.

Re-query Line Items $image\ebx_53005016.gif$ : Press this button to force an automatic query of the sales order lines.

Sales Reps: Maintain the sales representatives for the line item. See the Entering Sales Representative Commissions section for more information.

Save Changes $image\ebx_980670422.gif$ : Press this button to save the changes to the current order.

Items Pg2 Tab

Using the PgUp / PgDwn keys, navigate the Substitutes section of this tab to select substitute items for the entered item.

To select an item as a substitute item, set the Substitute flag to on.
When the substitute flag is set to on, the original item is deleted and replaced wit the substitute item. A comment is written for the change.
Line item tax id can be found here.

Items Pg2 Tab Action Buttons

F4 Summary - Go to the Summary Tab.

F5 Pricing - Go to the Pricing Tab.

F7 Items - Go to the Items Tab.

Shift+F8 Positions - Go to the Positions Tab.

F8 ATP - Go to ATP Tab

Pricing Tab

View the pricing information for the selected item, including book, list, quantity, special, and contract prices.

Prices are determined according to the Price From pop-list on the Customer Tab. This pop-list determines whether prices are taken from the plant assigned to the sales order, customer, or sales order line.

Pricing Tab Action Buttons

F4 Cust - Go to the Customer Tab.

F7 Items - Go to the Items Tab.

Shift+F8 Positions - Go to the Positions Tab.

F8 ATP - Go to ATP Tab

ATP Tab

View the available to promise quantities for the line item.

ATP Tab Action Buttons

F4 Cust - Go to the Customer Tab.

F5 Pricing - Go to the Pricing Tab.

F7 Items - Go to the Items Tab.

Shift+F8 Positions - Go to the Positions Tab.

Positions Tab

View buying or selling information for the line item. This includes customer or vendor, quantity, price, and sales order number or purchase order number.

Positions Tab Action Buttons

F4 Cust - Go to the Customer Tab.

F5 Pricing - Go to the Pricing Tab.

F7 Items - Go to the Items Tab.

F8 ATP - Go to the ATP Tab.

8. When you finish entering all information for the order, press the appropriate key to create a sales order or a quote.

9. Created sales orders can be maintained in program OEOE, Sales Order Entry Maintenance.

Sales orders are created with the sales order status defined in the Initial Order Status field in program ARLM, Location Maintenance.
See the Prospect Quotation section for information about creating a customer from a prospect when sales orders are created for prospects.

10. Created quotes can be maintained in program OQEM, Sales Order Quotation Entry/Maintenance.

Searching for Customer/Prospect Addresses

New features added, version 7.5.2

You must enter a zip code range, a customer name, or an address line 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 or prospect 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.

Searching for Items

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 in the Items Tab. The plant will also be returned to the item line.

5. Press the [Return] button to return to the Items Tab without selecting an item.

Entering Sales Representative Commissions

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 on the Customer Tab.
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 on the Items Tab.

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 on the Items Tab, 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.

On the Customer Tab, 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)
On the Items Tab, 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.

OEXP - Fast Order Entry

See Also

Fast Order Entry Set Up

MURM, Initialization Parameter Maintenance:

OQEM, Sales Order Quotation Entry/Maintenance:

LREE, Employee Maintenance:

MUSC, User Security Maintenance:

How Fast Order Entry Works

New Customer Creation

Contact Creation in program OEXP, Fast Order Entry

Comments

Promotional Items

Custom Pop-Up Button

Rollout Mode

Telephone Interface for Fast Order Entry

Operation Instructions for Fast Order Entry

Fast Order Entry

Customer Tab

Summary Tab

Mail/Fax/Print Tab

Payments Tab

Items Tab

Items Pg2 Tab

Pricing Tab

ATP Tab

Positions Tab

Searching for Customer/Prospect Addresses

Searching for Items

Entering Sales Representative Commissions