OQEM - Sales Order Quotation Entry/Maintenance

New features added, version 7.5.2, 7.5.3, 8.1, 7.5.4, 8.4, 7.5.4R1-R3, 8.4R1-R3, 7.5.4R4, 8.4R.4, 8.5.2

Program OQEM, Sales Order Quotation Entry/Maintenance, is used to enter a sales quotation. A sales quotation is a 'what if' order which does not affect inventory or financial data. Sales quotations can be entered for both customers and prospects.

Quotations cannot be entered for inactive customers unless a prospect record also exists for the customer.
The sales order line due date field label is determined by the Due Date Title entered in program SPMM, System Parameters/Default Maintenance. The default is Due Date, but it can be changed.
The order in which sales orders will be listed in this program is determined by the OE_DEFAULT_SORT parameter in program MURM, Initialization Parameter Maintenance.
The status of sales orders created from program OQEM, Sales Order Quotation Entry/Maintenance, is determined by the OQEM_USES_ARLM_STATUS parameter in program MURM, Initialization Parameter Maintenance. When this parameter is set to Y, the status is determined by the Initial Order Status pop-list in program ARLM, Location Maintenance. When the parameter is set to N, the status will always be O - Complete, regardless of the setting of this pop-list.
Setting header and line item sales reps. In program MURM the parameter OE_AUTO_UPD_LINE_REPS can be set to N or Y, If set to Y, then don't prompt user if they want to update the line item sales reps to match the header sales rep. When header sales rep is changed, go ahead and update the line reps as well.

A sales quotation can be turned into a sales order with the same order number that can be viewed in program OEOE, Sales Order Entry/Maintenance. Any quotation listed in program OQEM, Sales Order Quotation Entry/Maintenance, is a quotation, not a sales order.

The features of this program are similar to those of program OEOE, Sales Order Entry/Maintenance. However, you can not create job orders in this program.

Hot keys in this program include:

Alt+C - Header Comments

Alt+S - Summary block

Alt+K - Header Ok

Alt+O - Create Order

Sales quotations are printed using program OQQP, Quotation Print.

Contract Pricing

If you want to use contract pricing in program OQEM, Sales Order Quotation Entry/Maintenance, the Unique ID must be entered in the Contract ID field with the [Other Details] button.

You can enter multiple contract lines for the same item on the same customer contract by entering different unique ID's. During sales order entry, when you enter a unique ID, the price for that customer and ID will be displayed.

Rollout Templates for Mass Sales Order Creation

Rollout templates can be created in this program, and are used to create mass sales orders for multiple customers and ship to codes with program OERO, Order Entry Rollout Maintenance.

Rollout templates are created the same as a normal quote, except the status field should be set to Rollout Template. You cannot press the [Create Order] button to create a sales order from a rollout template.

When the pop-list is set to Rollout Template, the Cust PO field becomes the Desc field for the entry of a description for the template, the Auto-Select flag becomes available in the lower block for each line item, and the Keyword field becomes available. These are all features used with the lead management features.

The description field can be entered.
The Keyword field assigns keywords to line items. Rollout templates are assigned to source IDs. The source IDs are assigned to lead batches when they are imported in program LEMM, Lead Master Maintenance. If the imported lead record contains the keyword assigned to the line item on the rollout template, that line item will be select automatically for that lead record, and will be shipped when the sales orders are created for the lead batch with program OERO, Order Entry Rollout Maintenance.
If the Auto-Select flag is set to on for a line item, when the source ID with the template is assigned to leads, the line will be automatically selected for the leads. If the Auto-Select flag is set to off for a line item, when a source ID with the template is assigned to leads, the line will not be automatically selected for leads, and will have to be selected manually in program LEMM, Lead Master Maintenance.

Prospect Quotations

Quotations can be entered for prospects. When a quotation is entered for a prospect, the quotation amounts are written to the prospect forecast records in program PRMM, Prospect Master Maintenance. These forecast records are used to determine revenue expected from prospects in the future.

For more information on Prospects, see program PRMM, Prospect Master Maintenance.
Forecast records are created according to the estimated ship date on the sales quotation. If the estimated ship date is changed, the forecast date will be changed as well. If the forecast date is changed in program PRMM, Prospect Master Maintenance, the estimated ship date on the order will also be changed.

Quotations entered for prospects can also be turned into sales orders. If the prospect exists in program PRMM, Prospect Master Maintenance, but no customer record exists for the prospect, when you press the [Create Order] button, the program will ask if you wish to create a customer from the prospect record.

The information on the created customer record is determined by the following:

If you have a TEMPLATE customer record (customer number TEMPLATE) in program CMMM, Customer Master Maintenance, the information will first be taken from the TEMPLATE customer. Template customers should be authorized in all financial enterprises.
If no TEMPLATE customer exists, system defaults will be used.
Information from the prospect's record in program PRMM, Prospect Master Maintenance, will overwrite the system defaults or TEMPLATE customer information.
Information on the quotation will overwrite the prospect information.

You cannot create a sales order from the quotation unless a customer record exists for the prospect in program CMMM, Customer Master Maintenance. The customer number and prospect ID's are the same.
If the Save Prospects flag is set to on in program ARLM, Location Maintenance, and you create a customer from a prospect, the prospect record will be retained in program PRMM, Prospect Master Maintenance. If the Save Prospects flag is set to off, the prospect record will be purged when the customer record is created.

When a sales order is created from a quotation, the Keep Quotes as Won flag in program ARLM, Location Maintenance, determines how the sales order will be created.

If this flag is set to off, the quotation will be converted into a sales order, with no changes made. Status will change from Q - Quotations to O - Complete, and the sales order number and suffix will remain the same.
If this flag is set to on, the quotation status will change from Q - Quotation to W - Won. A sales order will be created from the 'Won' quotation with the sales order number the same and the suffix incremented by 1. Won quotations are included in the calculation of the quote amount on the Forecasts Tab in program PRMM, Prospect Master Maintenance.

Quotations can also have their status changed to L - Lost, A - Abandoned, or W- Won.

Lost, Abandoned, and Won quotations are not viewable or maintainable in program OQEM, Sales Order Quotation Entry/Maintenance, but can be viewed with program OEDI, Sales Order Detail Inquiry.
Quotation amounts are included in forecast calculations on the Forecasts Tab in program PRMM, Prospect Master Maintenance.

Numbering and Renumbering Sales Order Lines

Sales order line numbers are assigned by the program as the line items are entered. You can enter them manually.

To enter a sales order line in between two other line items, place the cursor on the bottom sales order line. Press [New Record].

A new sales order line will be inserted above the selected sales order line. All sales order lines below the new sales order line will be renumbered, incremented by 1.

To renumber all line items, press the [Renumber Lines] $image\ebx_518836331.gif$ button.

Enter the increment by which you wish to renumber the sales order lines. The default is 10.
Press the [Renumber Line Items] button.
Sales order lines will be renumbered.

Quotation Pricing

Quote pricing can be added to the pricing matrix automatically so when the customer places an order for the item in a specified time frame, the quoted price will be used.

For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales quotation is converted to a sales order, or until the user navigates to the Summary screen.

The following set up must be completed.

ARLM, Location Maintenance:

Set the Save Quote Price flag to on. This indicates that quoted prices should be added to the price matrix.

In the Quote Effective Days field, enter the number of days after the quote date that the quote price is to be used.

CMMM, Customer Master Maintenance, Attributes Tab:

If the customer's quote effective days differs from that entered in program ARLM, Location Maintenance, enter the number of days after the quote date that the quote price is to be used for this customer in the Quote Days Valid field. The entry here overrides the entry in program ARLM, Location Maintenance.

OQEM, Sales Order Quotation Entry/Maintenance:

Enter a quote for the customer. For the item entered, set the override flag to on, and enter the new unit price. The unit price entered will be added to the price matrix in program CMPC, Price Matrix Maintenance, for the customer and item. The entry will be made with the effective dates of the quote date to the date calculated using the quote effective days entered for the customer or sales location.

CMPC, Price Matrix Maintenance:

The quoted price is added to this program. If there are existing price matrix entries for the customer and item with effective dates that fall into the period for which the new quoted price was created, the existing entries will have their Effective To date updated to the quoted date - 1.

For example: you have a customer and item set up in the price matrix with the following effective dates.

Eff from	03-01-01	03-11-01	04-01-01	08-29-01	10-02-01	Null	Null	09-01-01
Eff To	03-10-01	03-31-01	08-10-01	10-01-01	12-31-01	04-02-01	Null	Null

You enter a quote and the new price matrix entry is created with the Effective from of 03-28-01 to 09-24-01. The effective dates for the existing records will be changed as follows:

Eff from	03-01-01	03-11-01	04-01-01	08-29-01	10-02-01	Null	Null	09-01-01
Eff To	03-10-01	03-27-01	03-27-01	03-27-01	12-31-01	03-27-01	03-27-01	03-27-01

When sales orders are entered for the customer and item, the quoted price is added to the pricing calculations. For more information on sales order pricing, see the Pricing section.

Comments Lists of Values

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

The setting of the COMMENT_LOV_OQEM parameter in program MURM, Initialization Parameter Maintenance, determines whether the boilerplate list of values or a field editor will be displayed when the user double-clicks in the comment text field in this program.

See the Comment Lists of Values in Sales Order Entry section for more information.

Entering Sales Order Quotations

1. In the Cust No field, enter the customer number or prospect number for which you are entering a sales quotation.

Quotations cannot be entered for inactive customers unless a prospect record also exists for the customer.
When the user double-clicks in the field or presses F9, the setting of the CUST_LOV parameter in program MURM, Initialization Parameter Maintenance, will determine which opens, the list of values or the search screen.
If you press the [Search] $image\ebx_-1955635254.gif$ button, the customer/prospect address search screen will be displayed. For more information on searching for customer addresses with this screen, see the Searching for Customer Addresses section.

2. Set the status pop-list to the desired setting.

If you are creating a quotation, set the pop-list to Quotation.
Quotations entered for prospects can have the status changed to L - Lost, A - Abandoned, or W - Won. For more information, see Prospect Quotations.

3. In the Required Date field, enter the date that the customer requires the order. The default required date is calculated according to the Ship Date Calculation pop-list setting in program ARLM, Location Maintenance, but it can be changed.

4. In the Location field, enter the sales location in which you entering the sales order quotation.

The sales location defaults according to the Default Location Rule pop-list in program SPON, Order and Invoice Number Control, for the financial enterprise.

5. In the Ordered date field, enter the order date.

6. In the Init field, enter your initials.

7. In the Quoted field, enter the date that the order was quoted to the customer.

8. In the Sale Rsn field, enter the sales reason code.

9. In the Cust PO field, if you are entering a sales order quotation, enter the customer's purchase order number for reference, if desired.

If you leave this field blank, and you enter an item for which there is a valid contract, the blanket purchase order number from program CMCP, Customer Contract Maintenance, will be automatically entered with the warning that it is using the Blanket Purchase Order number.
If the entered purchase order number is not a blanket purchase order, and has been used on a previous sales order for this customer, the program will return a warning stating that the purchase order number has been used on a pervious sales order with the sales order number.

10. In the Ship Date field, enter the date the order will be shipped. The default ship date is calculated according to the Ship Date Calculation pop-list setting in program ARLM, Location Maintenance, but it can be changed.

11. In the User Ref fields, enter the information for this quotation. These fields are optional.

12. Sales representatives can be credited with an order using the [Sales Reps] button in the header. For more information on sales representative commissions, see the Entering Sales Representative Commissions section.

13. Order codes, including ship via, FOB, terms, and freight, can be changed when you press the [Order Codes] button. These codes default from the customer record in program CMMM, Customer Master Maintenance. The following changes can also be made.

The order can be put on hold.
A letter of credit reference can be entered.
The catalog number for catalog pricing is entered here. For more information, see the Catalog Pricing section. If you change the catalog ID after entering sales order lines, be sure to press the [Reprice] $image\ebx_-1954182126.gif$ button to re-price the existing order lines for the new catalog ID.

The sales order lines will be re-priced automatically when the catalog ID is changed on the sales order header.
The default catalog ID for a sales order is determined by the catalog ID assigned to the sales location in program ARLM, Location Maintenance.
If the Price From pop-list for the sales location in program ARLM, Location Maintenance, is set to Price Based on Customer Location, the catalog ID is also taken from the customer's sales location.

The margin percent can be changed for margin priced customers.

The margin percent defaults from the customer credit record in program CMCM, Customer Credit Maintenance.
If no margin percentage exists in the customer credit record, the margin percentage is from the sales location record. If the sales location is changed, the margin percentage will be updated from the new sales location, provided the original margin percentage was taken from the old sales location.
If you change the margin percentage manually, the manual entry will override the default values from the credit record and location record.

The status can be viewed.
If an acknowledgment is to be printed for the sales order, set the Acknowledgment flag to on.
If the order is only to be shipped when the entire quantity is available to be shipped, set the Ship Complete Only flag to on. For more information on the Ship Complete Only flag, see the Ship Complete Only section of the Sales Order Entry Features.
If 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.
If a pick list is to be printed for this sales order, set the Pick Print Flag to on.
If a packing list if to be printed for this sales order, set the Pack Print Flag to on.
For sales quotations entered for prospects, the word PROSPECT will be entered in the Src Doc Type field, and the prospect ID will be written to the Src Doc ID field.

If the Keep Quotes as Won flag is set to on in program ARLM, Location Maintenance, when a sales order is created from a quote, the word QUOTE will be entered in the Src Doc Type field, and the original quote number will be written to the Src Doc ID field.

Otherwise, these are user-defined fields. When the parameter OE_VAL_SRC_DOC is set to N in program MURM, Initialization Parameter Maintenance, these fields can be modified by the user.
If 3rd Party Billing Accounts are to be used for this sales order, set the Use 3rd Party Billing flag to on. For more information, see the Third Party Shipping Accounts for Shipping Interfaces section of the NDS Online Help.
Set the Default Drop Ship flag to the desired setting. When this flag is set to on, all sales quotation lines entered after the flag is set to on will have the Direct flag set to on automatically. When the [Write PO] button is pressed, a purchase order will be created for all sales quotation lines.
Set the Comingle Pallets flag to the desired setting. When the flag is set to on, shipping can be done in any container for an order, regardless of the sales order line plant. When the flag is set to off, a plant cannot ship in containers that are already in use on a sales order line by another plant. The default value for this flag is determined by the COMINGLE_PALLETS parameter in program MURM, Initialization Parameter Maintenance.
Set the 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.
The Price From pop-list setting defaults from the sales location record in program ARLM, Location Maintenance, but can be changed here. The pop-list determines how the price will be calculated for the sales order line items.

Price Based on Selling Location: The price will be calculated according to the pricing parameters set up for the item in the plant entered in the sales order header. (This is the plant assigned to the sales location record on the sales order.)
Price Based on Shipping Location: The price will be calculated according to the pricing parameters set up for the item in the plant entered on the sales order line.
Price Based on Customer Location: The price will be calculated according to the plant assigned to the sales location that is assigned to the customer in program CMMM, Customer Master Maintenance. The catalog ID is also taken from the customer location. If the customer's sales location has the Price From pop-list set to Price Based on Specific Plant, the price will be calculated from the Price Plant assigned to that location.
Price Based on Specific Plant: The price will be calculated according to the pricing parameters set up for the plant entered in the Price Plant field in this program.
If you change the Price From pop-list after entering sales order lines, be sure to press the [Reprice] $image\ebx_-1954182126.gif$ button to re-price the existing order lines.

In the Parent Order field, if you are automatically merging this sales order with another, enter the parent sales order number into which this sales order will be merged. The parent sales order suffix must also be entered to the right.
Set the Merge Invoice flag to on if you are automatically merging this sales order with the entered parent sales order number.

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

14. Addresses can be changed with the [Address] button.

Tax codes and rates are taken from the customer's ship to record. When the ship to record is changed, the tax code will be updated from the new ship to record.
For sales quotations entered for prospects, the ship to code will always be SAME.
The [Ship To] $image\ebx_956889131.gif$ button brightens when there are multiple ship to codes for the customer. Press the button and a list of values is displayed from which the desired ship to code can be picked. When a ship to has changed a pop up message will appear notifying the user of the change (this feature requires custom programming for procuser).
Set the Residential flag to on to indicate that the address is a residential address. Otherwise, leave the flag set to off.
The [Save New Ship To] $image\ebx_527884913.gif$ button allows you to enter and update ship to codes for the customer from sales order entry. For more information, see the Ship To Code Updates section of the NDS Help.
If the ship to code is changed after the sales order header is entered and committed, the miscellaneous codes for that ship to code will not be removed. The user must remove them manually.
For more information on sales order addresses, see the Addresses section of the Sales Order Entry Features.
The customer's toll free number is displayed here.
The customer fax and email send to information can be changed for a sales order. This information can also be added to the customer master record from the sales order, if desired. For more information, see the Fax / Email Override section of the Sales Order Entry Features.
Zip codes entered here can be validated against existing zip codes, or have a format mask applied. For more information, see the Zip Code Formatting and Validation by Country Code section.

15. If the sales location needs to be changed, you can change it with the [Location] button.

16. Order tracking can be maintained with the [Tracking] button.

17. The sales order number will be assigned when the order is committed, or you can manually enter the sales order number.

18. Press the [Header OK] button. This will commit the header and move the cursor into the lower block.

19. The cursor is moved into the Item No field in the lower block. In the Item No field, enter the item number that is being ordered.

Non-stock items can be entered if the Non-Stock Allowed pop-list is set to allowed or ask operator in program ARLM, Location Maintenance.
If an item number is entered for which there is a contract for this customer with a unique ID, the program displays a message warning you of the existence of a unique ID, which can be entered in the Contr ID field.
If an item is entered for which the Shippable from plant XX flag is set to off for the plant on the sales order line, a warning will be displayed.
If a customer/item number reference exists for this customer and item in program ICCR, Customer / Item Cross Reference Maintenance, the first customer item number found for the item and customer will be automatically entered in the Cust. Item No. field. You can use the list of values to select a different customer item number, if necessary. For more information, see the Adding Customer Items to the Cross Reference from Sales Order Entry section of the Sales Order Entry Features.
If the item entered here exists on an open or incomplete sales order or quotation, a warning may be displayed, based on the setting of the WARN_ITEM_ON_QUOTE parameter in program MURM .

20. In the Sales UOM field, enter the sales unit of measure for the item.

21. In the Qty Order field, enter the order quantity.

If the item has a case quantity entered in program ICPM, Inventory Planning Data Maintenance, and the quantity ordered is not an even multiple of the case quantity, a warning will be displayed.

22. In the Due Date field, enter the date by which this sales order line must be shipped.

The default date is copied from the Ship Date in the header, but it can be changed.
If work orders or production schedules exist for the order line, when the due date is changed, the work order and production schedule dates are changed as well. If cascade orders exist, they will not be updated.
The sales order line due date field label is determined by the Due Date Title entered in program SPMM, System Parameters/Default Maintenance. The default is Due Date, but it can be changed.

23. Set the Override flag to the desired setting. When this flag is set to on, you can change the price in the Unit Price field.

The override flag default setting is determined by the Manual Price Entry flag in program ICSM, Inventory Sales Data Maintenance, for each item.
If the override flag is set to on by default, setting the flag to off will populate the list price automatically.
The list price can be changed for stocked items only if the Override flag is set to on and if the Disable update of list price (except for nonstocks) in Order Entry is set to off for the sales location in program ARLM, Location Maintenance.

24. In the User field, enter the user discount percentage for the sales order line.

The user discount percentage is applied to the list price for the item.
Entries can be made in this field only if the Disable entry of user discount % in Order Entry is set to off in program ARLM, Location Maintenance, for the sales location, and the Override flag is set to off for the sales order line.
If the Override flag is set to on, no discount can be entered.
If discounts have been entered in program CMDM, Discount Level Maintenance, with the LOV flag set to on, this field will have a list of values containing those percentages.

25. 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.

26. In the Flat Disc field, you can enter a flat discount, if desired.

Flat discounts are subtracted from the extended price of the order line.
If the extended price is changed, the flat discount field will be entered as the difference between the calculated extended price and the entered extended price for the order line.
Flat discounts can be entered when the Override flag is set to on or off.
Flat discounts can be entered for contract pricing.
Entries can be made in this field only if the Disable entry of flat discount amount in Order Entry is set to off in program ARLM, Location Maintenance, for the sales location.

27. You can change the extended price in the Extension field, if desired.

You can change the extended price when the Override flag is set to on or off.
The difference between the calculated extended price and the entered extended price will be written to the Flat Disc field.
The extended price is displayed in purple when a customer/item surcharge has been added to it.

28. In the List Price field, a list price must be entered for non-stock items.

The list price can be changed for stocked items only if the Override flag is set to on and if the Disable update of list price (except for nonstocks) in Order Entry is set to off for the sales location in program ARLM, Location Maintenance.
The list price for stocked items defaults from the list price source entered for the plant in program ARLM, Location Maintenance.
If the list price for an item is zero, no postings will be made to the Trade Discount posting type and general ledger account in program GPTM, Posting Template Maintenance. If the list price is anything but zero and there is a difference between it and the unit price, the difference will be posted to the Trade Discount posting type and general ledger account.
The list price for items on a credit memo is the current price for the item based on the list price source entered for the plant in program ARLM, Location Maintenance.
If the Set List Price Equal to Unit Price flag is set to on in program ARLM, Location Maintenance, the list price will be set automatically to the calculated unit price for the sales order line, and no differences will be posted to the Trade Discount posting type.
Prices are determined according to the Price From pop-list under the [Order Codes] button in the header. This pop-list determines whether prices are taken from the plant assigned to the sales order, the plant assigned to the customer, the plant assigned to the sales order line, or a specific plant entered in the Price From field.
For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales quotation is converted to a sales order, or until the user navigates to the Summary screen.

29. The cursor goes to the Unit Price field. The unit price defaults to the list price, and cannot be changed unless the Override flag is set to on.

The unit price is rounded according to the rounding parameters entered for the item in program ICSM, Inventory Sales Data Maintenance.
If you activate the List of Values in this field, all pricing from the pricing matrix for this item will be displayed. If the override flag is set to on, you can select a price from the list of values to be used on the sales order.
If the unit price is greater than the list price, a warning may be displayed, depending on the setting of the OE_LIST_PRICE_WARN parameter in program MURM, Initialization Parameter Maintenance. If the parameter is set to Y, then a warning will be displayed.
For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales quotation is converted to a sales order, or until the user navigates to the Summary screen.

30. You can place an order line on hold automatically by setting the Hold flag to on.

When the [Ship Order] button or [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation, the sales order line will be backordered automatically, instead of being shipped automatically.
If the customer does not allow backorders, the line will not be backordered or shipped.

31. In the Plant field, you can change the default ship from plant. This is the plant from which the inventory will be shipped and for which sales allocations are made for this order line.

The default ship from plant comes from the item record in program ICEM, Item/Plant Maintenance.
If no default ship from plant exists for the item record, the program looks at the plant linked to the sales location in program ARLM, Location Maintenance, for the sales location for which you are entering this order.
The default ship from plant can be changed here, and will override the default plant from either of the other two locations.
If the Price From pop-list under the [Order Codes] button is set to Shipping Location, the list price and unit cost for the item are taken from the default plant displayed here. If the plant record is changed, the list price and unit cost are also changed to that of the new plant.
Once an order has been staged, the default plant cannot be changed.

32. Press the [Other Details] button. The Other Details button has six tabs.

Pricing Tab

In the Cust Price Group field, the customer price group is displayed.
In the Item Price Group field, the item price group assigned to this item and unit of measure in program ICSM, Inventory Sales Data Maintenance, is displayed.
In the Discount Amt field, the difference between the extended list price and the extended price for the line [(list price * quantity ordered) - extended price] is displayed.
In the Sales UM Conv field, the sales unit of measure conversion factor for the invoice line is displayed.
In the Price UM Conv field, the price unit of measure conversion factor for the invoice line is displayed.
In the Cust PO/Line field, the customer purchase order and line for the invoice line is displayed.
In the Qty Price field, the quantity price for the invoice line, calculated from the price matrix.
In the Order Level Disc Key field, the identifier for the order level discount applied to the sales order is displayed.
In the Order Level Line Disc Key field, the identifier for the order level discount applied to the sales order line is displayed.
The Order Discount is Additive to List Discount flag will be set to on if the order level discount was added to the original discount applied to this sales order line. Otherwise, the order level discount replaced the original discount applied to the sales order line.
The Contracts Get Order Discounts flag is set to on if the order level discount was added to the contract discount or price applied to this sales order line.
The NonStocks Get Order Discounts flag is set to on if the order level discount was added to the price entered for non-stocked items on this sales order line.
In the Contract No field, if a contract exists for the line item, the contract number is displayed here.
In the Contract Unique ID field, enter the unique ID for the item and customer from program CMCP, Customer Contract Maintenance, for the customer to receive the contract price.
In the Contract Price field, if a contract exists for the line item, the contract price is displayed here.
If the contract price is firm, the Firm flag is set to on. Firm contract prices override all other prices.
In the Contract Qty Breaks section, the quantity breaks for the contract are displayed. Information includes the item number, sales unit of measure, the maximum quantity to which the price applies, the quantity price, and the quantity discount percentage.

Tax/Cost/Flags Tab

The Tax Exempt flag indicates whether the system has calculated this line to be tax exempt. Tax exempt invoice lines have the Tax Exempt flag set to on.
The Taxable flag setting defaults from program ICMM, Inventory Master Maintenance. You can change it here.
The Tax Amount field, for taxable lines, this is the tax amount for the order line, calculated by multiplying the line amount by the customer's tax percentage (from program CMMM, Customer Master Maintenance). If there is a ship to record, that tax percentage is used.
In the Tax % field, the tax percentage for this invoice line is displayed.
In the Tax id field, the tax id for this invoice line is displayed.
In the Tax Jurisdiction field, the tax jurisdiction from program SPSX, Tax Rate Maintenance, is displayed.
In the Unit Cost field, the unit cost for the item is displayed.

If the item is a non-stock item or non-maintain on hand item, enter the unit cost.

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

See the Cost for Customer Orders section for rules.

For stocked items, the unit cost will be displayed if the Show Unit Cost flag in program ARLM, Location Maintenance, is set to on. This cost is entered automatically from the cost record or from the purchase order if this is a drop ship invoice line.

If the cost is changed in the item cost record before the invoice is shipped, when the invoice is shipped, the unit cost will be updated to the current unit cost.

The Line Hold flag indicates whether the invoice line is on hold or not. When the [Ship Order] button or [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation, the invoice line will be backordered automatically, instead of being shipped automatically. If the customer does not allow backorders, the line will not be backordered or shipped.
If the invoice line was entered for a non-stock item, the Non Stock Item flag will be set to on.
Set the Print Pick List flag and the Print Packing List flag for each line item. Both the header flags and the line item flags must be set to on for the line item to be included on the pick list or the packing list.
The Commission Flag indicates whether or not the item is commissionable, according to the setting of the Commissionable flag in program ICSM, Inventory Sales Data Maintenance, for the item and sales unit of measure.

General Tab

In the Item Shipped field, the item that was shipped for this line item is displayed.
In the Cust Item field, the customer item number from program ICCR, Customer / Item Cross Reference Maintenance, is displayed and can be changed.
In the Mfg Item field, the manufacturer's item number for this item from program ICMX, Mfgr Item / NDS Item Cross Reference, is displayed.
In the Config String Field, if this item is a model item, and a configuration string was entered to configure the item, that string is displayed here.
In the Confirm Status pop-list, the confirmation status of the line item is displayed. If the order has been shipped or cancelled, this pop-list will display Complete. If the order has not been shipped, the pop-list will display Open.
In the Due Date field, the line item due date is displayed and can be changed.
In the Bono Notify ID field, the identifier for the notification record for this invoice line in program BONO, Back Order Notify, is displayed. See the section for program BONO, Back Order Notify, for more information.
In the Project No field, the project number from program PMMM, Project Management Maintenance, for the invoice line is displayed.
In the Project Line field, the project line number from program PMMM, Project Management Maintenance, for the invoice line is displayed.
In the Project Description field, the project description for the project line is displayed.
The Cum Qty Shipped field displays the total amount shipped for this invoice line.
The Cum Qty BO field displays the total amount backordered for this invoice line.
In the Cum Qty Released field, if the invoice line was generated from a contract with program CMRO, Customer Contract Release, this is the cumulative quantity released for the contract line.

Purch/WO/Pick Tab

Purchasing/Inventory Section

In the PO No field, if a purchase order has been created for this invoice line, the purchase order number is displayed in this field. You can enter a purchase order number for the entered vendor in this field, and when a purchase order is created, it will be added to this purchase order, as long as the purchase order is open.
In the Line field, if a purchase order has been created for this invoice line, the purchase order line number is displayed in this field.
In the Vendor No field, if the invoice line is a drop ship order, or if you are creating a purchase order for the invoice line, enter the vendor that is shipping the order. If a preferred vendor exists, the preferred vendor will be entered automatically when the invoice line is entered.
The Buyer field displays the buyer for the item from program ICPM, Inventory Planning Data Maintenance. You can change the buyer code here. Once a purchase order has been created for the line item, the buyer code can no longer be changed.
If the purchase order for this invoice is a blanket purchase order, the Blanket Order flag will be set to on.
If a purchase order should be created for this invoice line, set the Create PO flag to on.

When the OQEM_DROP_SHIP_PO parameter is set to Y in program MURM, Initialization Parameter Maintenance, Create PO flag will be set to on automatically for drop ship items.
If the order line is a drop ship order, set the Direct flag to on. When the Direct flag is set to on for an invoice line item, the quantity ordered will not be included in the sales allocations for that item unless the SALES_ALLOC_INCL_DROP_SHIP parameter in program MURM, Initialization Parameter Maintenance, is set to Y.
In the Pick Area field, the stock area from which the ship quantity will be taken can be entered, if you wish to define it here.
In the Pick Bin field, the bin location from which the ship quantity will be taken cane be entered, if you wish to define it here.
In the Control No field, the control number that will be shipped can be entered here, if desired. The control number is used during quick shipping with program OEQS, Order Entry Quick Ship. Only one control number can be defined for the line.
In the Pick Order field, the number indicating in which order this line will be picked when the invoice is shipped is displayed

Work Orders Section

If a work order should be created for this invoice line, set the Create WO flag to on.
If work orders have been created for the invoice line, the work order information is displayed here, including the work order number, due date, parent item number, control number, manufacturing enterprise, plant code, quantity ordered, quantity complete, and item number, ECL, and work order number to which this item will be issued.

Wt/Frt/Surchg Tab

The Gross Wt field displays the gross weight for the invoice line from program ICSM, Inventory Sales Data Maintenance, for this item and sales unit of measure.
The Gross Volume field displays the gross volume for the invoice line from program ICSM, Inventory Sales Data Maintenance, for this item and sales unit of measure.
The Freight Cost field displays the freight cost for this invoice line.
The Freight FFD field displays the actual cost of freight for this invoice line.
The Footage field displays the footage for the invoice line, as entered by the user. This is a user-defined field.
In the Custom Charge field, if a custom charge is being applied to the invoice line, enter it here.
If Customer/Item Surcharges are being applied to the invoice line item, the surcharge amount per pound will be displayed in the Surchg Per Lb field, and the surcharge weight * the surcharge per pound will be displayed in the Surchg Amt field.

To override the surcharge amount per pound, set the Override Surchg flag to on, and enter the new amount in the Surchg Per Lb field.
The extended surcharge amount for this customer and item combination is displayed in the Surcharge Ext field.

Misc Tab

Enter any user-defined values in the User Ref 1 and User Ref 2 fields.
The Product Code field displays the product code assigned to the item in program ICMM, Inventory Master Maintenance.
The Category field displays the item category for the line item.
The Material Type field displays the product line assigned to the item in program ICMM, Inventory Master Maintenance.
The Control Type field displays whether the item is lot controlled, serial controlled, or non-controlled.
The Maintain on Hand flag indicates whether the item quantities are maintained as on hand inventory for this item. The flag is set for the item in program ICMM, Inventory Master Maintenance.
For promotional items, the Link Line No field displays the original invoice line to which this invoice line is linked.
For promotional items, the Link Qty Per field displays the quantity of this item to be shipped for each of the linked invoice items shipped.
For promotional items, when the Link Fixed flag is set to on, the quantity in the Linked Qty Per field is the total number to be shipped, regardless of the quantity shipped of the linked invoice item.
The Date Activity Last field indicates the last date on which changes were made to this invoice line.
The Program Activity Last field indicates the last program in which changes were made to this invoice line.

33. If the item that you entered is a modular item, press the [Configure] button to configure it. See the information on program MOCF, Modular Bill Configuration.

When a purchase order or work order has been created for the sales order line, pressing this button will display the model configuration tree for the model item in a query-only version of program MOCF, Modular Bill Configuration.

34. Repeat steps 17 to 32 until the sales order quotation is complete. Press [Commit].

35. To view the units of measure that can be used for the item, press the [Unit Conv] button.

36. Pricing for the item can be viewed with the [Pricing] button.

37. To view buying and selling information for the item, press the [Positions] button.

38. The available to promise inventory information can be viewed with the [ATP] button.

39. Item quantities and locations can be viewed with the [Stock Status] button.

40. Items can be substituted or superseded. For more on superseding and substituting items, see the Entering Substitute and Supersede Items on a Sales Order Quotation section.

41. Sales representatives can be credited with a line item using the [Sales Reps] button in the lower block. For more on sales representative commissions, see the Entering Sales Representative Commissions section.

42. Press the [Model Dtls] button to view the model component items.

Kit component quantities can be maintained on this screen. To change the kit component quantity per, enter the new quantity per in the Qty Per field.

43. Press the [Summary] button in the order header.

For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales quotation is converted to a sales order, or until the user navigates to the Summary screen.

44. In the Freight Charges field, enter the freight charges, if desired.

45. In the Freight Cost field, enter the freight cost, if desired.

46. In the Tax ID field, enter the tax code, if desired.

47. In the Misc Charges section, enter miscellaneous codes and charges, if desired.

Miscellaneous codes will be entered from the customer ship to code, customer credit record, ship via record, and payment type record.
You can enter as many miscellaneous codes as desired. Use the scroll bar to move through the existing miscellaneous codes.
Only codes defined as value source E - User Entered in program SPMC, Miscellaneous Code Maintenance, can have the values maintained in this program. The value sources that define a miscellaneous code are as follows

User Entered. Codes with this value can be entered by the user during sales order entry, or when the code is assigned to a customer.
Percentage of Gross. Codes with this value will take a percentage of the gross value of the order and apply it to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the customer.
Percentage of Freight. Codes with this value will take a percentage of the freight charge and apply it to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the customer.
Fixed Value. Codes with this value will apply the entered fixed amount to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning codes to a customer.
Percentage of Payment. Codes with this value will take a percentage of the payment for the payment type to which the code is linked and apply it to the sales order total. This allows charges for partial payments to be calculated accurately. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the payment type.

48. In the Disc Pct field, enter the discount percentage. If you enter a percentage here, the discount you enter will be taken from the order total.

49. In the Previous Payments (deposits) field, enter any deposit promised by the customer.

50. In the No. of Cartons field, enter the number of cartons for the order, if desired.

51. In the Carrier field, enter the freight vendor, if desired.

52. You can enter payment information in the lower block of the Summary screen, if appropriate.

Enter the payment type. This indicates the type of payment.

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

Payment types are maintained in program SPPT, Payment Type Maintenance, but the following payment types come with the system.

1 Cash This payment type is used for cash payments. Only the payment amount must be entered.
2 Check This payment type is used for payments made with checks. The payment amount, check number, customer name, ABA number, and driver's license number can be entered.
3 Credit Card This payment type is used for payments made with a credit card. The payment amount, name on the credit card, credit card number, CVV code, and expiration date can be entered. You can enter an authorized amount. If an authorized amount is entered, and the payment amount exceeds the authorized amount, a warning will be displayed. If credit card information has been entered in program CMCM, Customer Credit Maintenance, for the customer, then a list of values is available.
4 Return Return payment types are used in point of sale transactions.
5 TAC This payment type is used for Trade America Card transactions. The card number can be entered
6 COD This payment type is used for COD orders. Only one COD line per order is allowed. For point of sale, this payment type is to be entered for transaction type 1 - Cash, Check, CC Sales.
7 Will Call This payment type is used for orders that have been placed, but not paid.
8 Gift Cert This payment type is used for orders paid with gift certificates. The amount, name, and gift certificate number can be entered.
9 Neg Instr This payment type is used for any other negotiable instrument that is not covered by the other payment types, for example, traveler's checks. The amount, customer name, and instrument identification number can be entered.

Enter the information needed for the indicated payment type, as indicated in the above descriptions.
With the cursor in the Card/ABA/Instr/Cert field, you can swipe a credit card using a keyboard swipe interface, and the appropriate information will be entered on the payment record.
Press [Commit].
When entering a payment for a payment type with the Credit Card flag set to on in program SPPT, Payment Type Maintenance, press the Payflow Pro $image\ebx_417883968.gif$ button to authorize the payment.

The response received from Payflow Pro can be viewed with the Payflow Pro Response $image\ebx_1398869658.gif$ button. For more information, see the Payflow Pro Payment Processing section.

Creating Sales Orders from Quotations

1. Enter the sales quotation.

2. Press [Create Order].

You cannot do this for Rollout Templates. To create sales orders from rollout templates, use program OERO, Order Entry Rollout Maintenance.

3. The line items on the sales quote will be displayed. If you have not created a purchase order or a work order for a sales quotation line, you can do so at this point.

4. To create a work order for a sales quote line, set the Create WO flag to on for the desired line item.

To select all line items, press the [Select All] $image\ebx_1746095736.gif$ button.
To de-select all line items, press the [Deselect All] $image\ebx_-1261508918.gif$ button.

5. To create a purchase order for a sales quote line, set the Create PO flag to on for the desired line item.

A vendor must have been entered with the [Order Details] button for a purchase order to be created.
To select all line items, press the [Select All] $image\ebx_1746095736.gif$ button.
To de-select all line items, press the [Deselect All] $image\ebx_-1261508918.gif$ button.

6. Press the [Create Order] button.

If you are creating a sales order for a prospect for which a customer record does not exist, you will be prompted to create the customer record. For more information, see Prospect Quotations.

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7. To create the sales order, and the work orders and purchase orders for the selected line items, press the [Create] button.

Otherwise, press [Cancel]

8. If you pressed the [Create] button, the following alerts will be displayed for the line items that were selected to have a work order or purchase order created. The final alert indicates that the sales order has been created and can be viewed in program OEOE, Sales Order Entry Maintenance.

The estimated ship date, request date, and initials may be recalculated according to the setting of the QUOTE_CONVERT_RECALC_DATES parameter in program MURM, Initialization Parameter Maintenance.
If the Keep Quotes as Won flag is set to on for the sales location in program ARLM, Location Maintenance, the original quote will be saved with the status of W - Won in program OEDI, Sales Order Detail Inquiry, and a new sales order will be generated with a different order number.

If the original quotation was created for a prospect, the word PROSPECT is entered in the Src Doc Type field and the prospect number was entered in the Src Doc ID field under the [Order Codes] button for the original quotation. For the new sales order, the word QUOTE is entered in the Src Doc Type field, and the original quote number is entered in the Src Doc ID field.
If the Keep Quotes as Won flag is set to off for the sales location in program ARLM, Location Maintenance, and the original quote was entered for a prospect, the new order will retain the same order number, and he word PROSPECT is entered in the Src Doc Type field and the prospect number was entered in the Src Doc ID field under the [Order Codes] button.

$image\ebx_823699239.gif$ .. $image\ebx_1361797308.gif$

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Creating Rollout Templates

1. In the Cust No field, enter a customer number for which you are creating the rollout template.

When the user double-clicks in the field or presses F9, the setting of the CUST_LOV parameter in program MURM, Initialization Parameter Maintenance, will determine which opens, the list of values or the search screen.
If you press the [Search] $image\ebx_-1955635254.gif$ button, the customer/prospect address search screen will be displayed. For more information on searching for customer addresses with this screen, see the Searching for Customer Addresses section.

2. Set the status pop-list to Rollout Template.

3. In the Required field, enter the date that the customer requires the order. The default required date is calculated according to the Ship Date Calculation pop-list setting in program ARLM, Location Maintenance, but it can be changed.

4. In the Location field, enter the sales location in which you entering the sales order quotation.

The sales location defaults according to the Default Location Rule pop-list in program SPON, Order and Invoice Number Control, for the financial enterprise.

5. In the Ordered field, enter the order date.

6. In the Ship-To Code field, enter the customer's ship to code that defines to which address this order will be shipped.

7. In the Quoted field, enter the date that the order was quoted to the customer.

8. In the Sale Rsn field, enter the sales reason code.

9. In the Desc field, enter a description for the rollout template.

11. Sales representatives can be credited with an order using the [Sales Reps] button in the header. For more information on sales representative commissions, see the Entering Sales Representative Commissions section.

12. Order codes, including ship via, FOB, terms, and freight, can be changed when you press the [Order Codes] button. These codes default from the customer record in program CMMM, Customer Master Maintenance. The following changes can also be made.

The order can be put on hold.
A letter of credit reference can be entered.
The catalog number for catalog pricing is entered here. For more information, see the Catalog Pricing section. If you change the catalog ID after entering sales order lines, be sure to press the [Reprice] $image\ebx_-1954182126.gif$ button to re-price the existing order lines for the new catalog ID.

The sales order lines will be re-priced automatically when the catalog ID is changed on the sales order header.
The default catalog ID for a sales order is determined by the catalog ID assigned to the sales location in program ARLM, Location Maintenance.
If the Price From pop-list for the sales location in program ARLM, Location Maintenance, is set to Price Based on Customer Location, the catalog ID is also taken from the customer's sales location.

The margin percent can be changed for margin priced customers.

The margin percent defaults from the customer credit record in program CMCM, Customer Credit Maintenance.
If no margin percentage exists in the customer credit record, the margin percentage is from the sales location record. If the sales location is changed, the margin percentage will be updated from the new sales location, provided the original margin percentage was taken from the old sales location.
If you change the margin percentage manually, the manual entry will override the default values from the credit record and location record.

The status can be viewed.
If an acknowledgment is to be printed for the sales order, set the Acknowledgment flag to on.
If the order is only to be shipped when the entire quantity is available to be shipped, set the Ship Complete Only flag to on. For more information on the Ship Complete Only flag, see the Ship Complete Only section of the Sales Order Entry Features.
If 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.
If a pick list is to be printed for this sales order, set the Pick Print Flag to on.
If a packing list if to be printed for this sales order, set the Pack Print Flag to on.
For sales quotations entered for prospects, the word PROSPECT will be entered in the Src Doc Type field, and the prospect ID will be written to the Src Doc ID field.

If the Keep Quotes as Won flag is set to on in program ARLM, Location Maintenance, when a sales order is created from a quote, the word QUOTE will be entered in the Src Doc Type field, and the original quote number will be written to the Src Doc ID field.

Otherwise, these are user-defined fields. When the parameter OE_VAL_SRC_DOC is set to N in program MURM, Initialization Parameter Maintenance, these fields can be modified by the user.
If 3rd Party Billing Accounts are to be used for this sales order, set the Use 3rd Party Billing flag to on. For more information, see the Third Party Shipping Accounts for Shipping Interfaces section of the NDS Online Help.
Set the Default Drop Ship flag to the desired setting. When this flag is set to on, all sales quotation lines entered after the flag is set to on will have the Direct flag set to on automatically. When the [Write PO] button is pressed, a purchase order will be created for all sales quotation lines.
Set the Comingle Pallets flag to the desired setting. When the flag is set to on, shipping can be done in any container for an order, regardless of the sales order line plant. When the flag is set to off, a plant cannot ship in containers that are already in use on a sales order line by another plant. The default value for this flag is determined by the COMINGLE_PALLETS parameter in program MURM, Initialization Parameter Maintenance.
Set the 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.
The Price From pop-list setting defaults from the sales location record in program ARLM, Location Maintenance, but can be changed here. The pop-list determines how the price will be calculated for the sales order line items.

Price Based on Selling Location: The price will be calculated according to the pricing parameters set up for the item in the plant entered in the sales order header. (This is the plant assigned to the sales location record on the sales order.)
Price Based on Shipping Location: The price will be calculated according to the pricing parameters set up for the item in the plant entered on the sales order line.
Price Based on Customer Location: The price will be calculated according to the plant assigned to the sales location that is assigned to the customer in program CMMM, Customer Master Maintenance. The catalog ID is also taken from the customer location. If the customer's sales location has the Price From pop-list set to Price Based on Specific Plant, the price will be calculated from the Price Plant assigned to that location.
Price Based on Specific Plant: The price will be calculated according to the pricing parameters set up for the plant entered in the Price Plant field in this program.
If you change the Price From pop-list after entering sales order lines, be sure to press the [Reprice] $image\ebx_-1954182126.gif$ button to re-price the existing order lines.

In the Parent Order field, if you are automatically merging this sales order with another, enter the parent sales order number into which this sales order will be merged. The parent sales order suffix must also be entered to the right.
Set the Merge Invoice flag to on if you are automatically merging this sales order with the entered parent sales order number.

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

13. Addresses can be changed with the [Address] button.

Tax codes and rates are taken from the customer's ship to record. When the ship to record is changed, the tax code will be updated from the new ship to record.
For sales quotations entered for prospects, the ship to code will always be SAME.
The [Ship To] $image\ebx_956889131.gif$ button brightens when there are multiple ship to codes for the customer. Press the button and a list of values is displayed from which the desired ship to code can be picked.
Set the Residential flag to on to indicate that the address is a residential address. Otherwise, leave the flag set to off.
The [Save New Ship To] $image\ebx_527884913.gif$ button allows you to enter and update ship to codes for the customer from sales order entry. For more information, see the Ship To Code Updates section of the NDS Help.
If the ship to code is changed after the sales order header is entered and committed, the miscellaneous codes for that ship to code will not be removed. The user must remove them manually.
For more information on sales order addresses, see the Addresses section of the Sales Order Entry Features.
The customer's toll free number is displayed here.
The customer fax and email send to information can be changed for a sales order. This information can also be added to the customer master record from the sales order, if desired. For more information, see the Fax / Email Override section of the Sales Order Entry Features.
Zip codes entered here can be validated against existing zip codes, or have a format mask applied. For more information, see the Zip Code Formatting and Validation by Country Code section.

14. If the sales location needs to be changed, you can change it with the [Locations] button.

15. Order tracking can be maintained with the [Tracking] button.

To view a single tracking code, in the Show Only Track Code pop-list, select the tracking code that you wish to view. The records will be requeried with only the records for that tracking code displayed. To view all tracking codes, select All in the pop-list.

16. The sales order number will be assigned when the order is committed, or you can manually enter the sales order number.

17. Press the [Header OK] button. This will commit the header and move the cursor into the lower block.

Sales order line numbers are assigned by the program as the line items are entered. You can enter them manually.

18. The cursor is moved into the Item No field in the lower block. In the Item No field, enter the item number that is being ordered.

Non-stock items can be entered if the Non-Stock Allowed pop-list is set to allowed or ask operator in program ARLM, Location Maintenance.
If an item number is entered for which there is a contract for this customer with a unique ID, the program displays a message warning you of the existence of a unique ID, which can be entered in the Contr ID field.
If a customer/item number reference exists for this customer and item in program ICCR, Customer / Item Cross Reference Maintenance, the first customer item number found for the item and customer will be automatically entered in the Cust. Item No. field. You can use the list of values to select a different customer item number, if necessary. For more information, see the Adding Customer Items to the Cross Reference from Sales Order Entry section of the Sales Order Entry Features.
If the item entered here exists on an open or incomplete sales order or quotation, a warning may be displayed, based on the setting of the WARN_ITEM_ON_QUOTE parameter in program MURM .

19. In the Sales UOM field, enter the sales unit of measure for the item.

20. In the Qty Order field, enter the order quantity.

If the item has a case quantity entered in program ICPM, Inventory Planning Data Maintenance, and the quantity ordered is not an even multiple of the case quantity, a warning will be displayed.

21. In the Due Date field, enter the date by which this sales order line must be shipped.

The default date is copied from the Ship Date in the header, but it can be changed.
If work orders or production schedules exist for the order line, when the due date is changed, the work order and production schedule dates are changed as well. If cascade orders exist, they will not be updated.
The sales order line due date field label is determined by the Due Date Title entered in program SPMM, System Parameters/Default Maintenance. The default is Due Date, but it can be changed.

22. Set the Override flag to the desired setting. When this flag is set to on, you can change the price in the Unit Price field.

The override flag default setting is determined by the Manual Price Entry flag in program ICSM, Inventory Sales Data Maintenance, for each item.
If the override flag is set to on by default, setting the flag to off will populate the list price automatically.
The list price can be changed for stocked items only if the Override flag is set to on and if the Disable update of list price (except for nonstocks) in Order Entry is set to off for the sales location in program ARLM, Location Maintenance.
For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales quotation is converted to a sales order, or until the user navigates to the Summary screen.

23. In the User field, enter the user discount percentage for the sales order line.

The user discount percentage is applied to the list price for the item.
Entries can be made in this field only if the Disable entry of user discount % in Order Entry is set to off in program ARLM, Location Maintenance, for the sales location, and the Override flag is set to off for the sales order line.
If the Override flag is set to on, no discount can be entered.
If discounts have been entered in program CMDM, Discount Level Maintenance, with the LOV flag set to on, this field will have a list of values containing those percentages.

24. 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.

24. In the Flat Disc field, you can enter a flat discount, if desired.

Flat discounts are subtracted from the extended price of the order line.
If the extended price is changed, the flat discount field will be entered as the difference between the calculated extended price and the entered extended price for the order line.
Flat discounts can be entered when the Override flag is set to on or off.
Flat discounts can be entered for contract pricing.
Entries can be made in this field only if the Disable entry of flat discount amount in Order Entry is set to off in program ARLM, Location Maintenance, for the sales location.

26. You can change the extended price in the Extension field, if desired.

You can change the extended price when the Override flag is set to on or off.
The difference between the calculated extended price and the entered extended price will be written to the Flat Disc field.
The extended price is displayed in purple when a customer/item surcharge has been added to it.

27. In the List Price field, a list price must be entered for non-stock items.

The list price can be changed for stocked items only if the Override flag is set to on and if the Disable update of list price (except for nonstocks) in Order Entry is set to off for the sales location in program ARLM, Location Maintenance.
The list price for stocked items defaults from the list price source entered for the plant in program ARLM, Location Maintenance.
If the list price for an item is zero, no postings will be made to the Trade Discount posting type and general ledger account in program GPTM, Posting Template Maintenance. If the list price is anything but zero and there is a difference between it and the unit price, the difference will be posted to the Trade Discount posting type and general ledger account.
The list price for items on a credit memo is the current price for the item based on the list price source entered for the plant in program ARLM, Location Maintenance.
If the Set List Price Equal to Unit Price flag is set to on in program ARLM, Location Maintenance, the list price will be set automatically to the calculated unit price for the sales order line, and no differences will be posted to the Trade Discount posting type.
Prices are determined according to the Price From pop-list under the [Order Codes] button in the header. This pop-list determines whether prices are taken from the plant assigned to the sales order, the plant assigned to the customer, the plant assigned to the sales order line, or a specific plant entered in the Price From field.
For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales quotation is converted to a sales order, or until the user navigates to the Summary screen.

28. The cursor goes to the Unit Price field. The unit price defaults to the list price, and cannot be changed unless the Override flag is set to on.

The unit price is rounded according to the rounding parameters entered for the item in program ICSM, Inventory Sales Data Maintenance.
If you activate the List of Values in this field, all pricing from the pricing matrix for this item will be displayed. If the override flag is set to on, you can select a price from the list of values to be used on the sales order.
If the unit price is greater than the list price, a warning may be displayed, depending on the setting of the OE_LIST_PRICE_WARN parameter in program MURM, Initialization Parameter Maintenance. If the parameter is set to Y, then a warning will be displayed.
For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales quotation is converted to a sales order, or until the user navigates to the Summary screen.

29 You can place an order line on hold automatically by setting the Hold flag to on.

When the [Ship Order] button or [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation, the sales order line will be backordered automatically, instead of being shipped automatically.
If the customer does not allow backorders, the line will not be backordered or shipped.

30. In the Plant field, you can change the default ship from plant. This is the plant from which the inventory will be shipped and for which sales allocations are made for this order line.

The default ship from plant comes from the item record in program ICEM, Item/Plant Maintenance.
If no default ship from plant exists for the item record, the program looks at the plant linked to the sales location in program ARLM, Location Maintenance, for the sales location for which you are entering this order.
The default ship from plant can be changed here, and will override the default plant from either of the other two locations.
If the Price From pop-list under the [Order Codes] button is set to Shipping Location, the list price and unit cost for the item are taken from the default plant displayed here. If the plant record is changed, the list price and unit cost are also changed to that of the new plant.
Once an order has been staged, the default plant cannot be changed.

31. In the Keyword field, enter any keywords for this sales order line. Keywords are used in importing lead records.

Rollout templates are assigned to source IDs. The source IDs are assigned to lead batches when they are imported in program LEMM, Lead Master Maintenance.
If the imported lead record contains the keyword assigned to the line item on the rollout template, that line item will be select automatically for that lead record, and will be shipped when the sales orders are created for the lead batch with program OERO, Order Entry Rollout Maintenance.

32. In the Score field, enter the ranking for this line item. The score is a user-defined value.

33. Set the Auto-Select flag to the desired setting.

If the Auto-Select flag is set to on for a line item, when a source ID with the template is assigned to leads, the line will be automatically selected for the leads.
If the Auto-Select flag is set to off for a line item, when a source ID with the template is assigned to leads, the line will not be automatically selected for leads, and will have to be selected manually in program LEMM, Lead Master Maintenance.

34. Press the [Other Details] button. The Other Details button has six tabs.

Pricing Tab

In the Cust Price Group field, the customer price group is displayed.
In the Item Price Group field, the item price group assigned to this item and unit of measure in program ICSM, Inventory Sales Data Maintenance, is displayed.
In the Discount Amt field, the difference between the extended list price and the extended price for the line [(list price * quantity ordered) - extended price] is displayed.
In the Sales UM Conv field, the sales unit of measure conversion factor for the invoice line is displayed.
In the Price UM Conv field, the price unit of measure conversion factor for the invoice line is displayed.
In the Cust PO/Line field, the customer purchase order and line for the invoice line is displayed.
In the Qty Price field, the quantity price for the invoice line, calculated from the price matrix.
In the Order Level Disc Key field, the identifier for the order level discount applied to the sales order is displayed.
In the Order Level Line Disc Key field, the identifier for the order level discount applied to the sales order line is displayed.
The Order Discount is Additive to List Discount flag will be set to on if the order level discount was added to the original discount applied to this sales order line. Otherwise, the order level discount replaced the original discount applied to the sales order line.
The Contracts Get Order Discounts flag is set to on if the order level discount was added to the contract discount or price applied to this sales order line.
The NonStocks Get Order Discounts flag is set to on if the order level discount was added to the price entered for non-stocked items on this sales order line.
In the Contract No field, if a contract exists for the line item, the contract number is displayed here.
In the Contract Unique ID field, enter the unique ID for the item and customer from program CMCP, Customer Contract Maintenance, for the customer to receive the contract price.
In the Contract Price field, if a contract exists for the line item, the contract price is displayed here.
If the contract price is firm, the Firm flag is set to on. Firm contract prices override all other prices.
In the Contract Qty Breaks section, the quantity breaks for the contract are displayed. Information includes the item number, sales unit of measure, the maximum quantity to which the price applies, the quantity price, and the quantity discount percentage.

Tax/Cost/Flags Tab

The Tax Exempt flag indicates whether the system has calculated this line to be tax exempt. Tax exempt invoice lines have the Tax Exempt flag set to on.
The Taxable flag setting defaults from program ICMM, Inventory Master Maintenance. You can change it here.
The Tax Amount field, for taxable lines, this is the tax amount for the order line, calculated by multiplying the line amount by the customer's tax percentage (from program CMMM, Customer Master Maintenance). If there is a ship to record, that tax percentage is used.
In the Tax % field, the tax percentage for this invoice line is displayed.
In the Tax Jurisdiction field, the tax jurisdiction from program SPSX, Tax Rate Maintenance, is displayed.
In the Unit Cost field, the unit cost for the item is displayed.

If the item is a non-stock item or non-maintain on hand item, enter the unit cost.

See the Cost for Customer Orders section for rules.

If the cost is changed in the item cost record before the invoice is shipped, when the invoice is shipped, the unit cost will be updated to the current unit cost.

The Line Hold flag indicates whether the invoice line is on hold or not. When the [Ship Order] button or [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation, the invoice line will be backordered automatically, instead of being shipped automatically. If the customer does not allow backorders, the line will not be backordered or shipped.
If the invoice line was entered for a non-stock item, the Non Stock Item flag will be set to on.
Set the Print Pick List flag and the Print Packing List flag for each line item. Both the header flags and the line item flags must be set to on for the line item to be included on the pick list or the packing list.
The Commission Flag indicates whether or not the item is commissionable, according to the setting of the Commissionable flag in program ICSM, Inventory Sales Data Maintenance, for the item and sales unit of measure.

General Tab

In the Item Shipped field, the item that was shipped for this line item is displayed.
In the Cust Item field, the customer item number from program ICCR, Customer / Item Cross Reference Maintenance, is displayed and can be changed.
In the Mfg Item field, the manufacturer's item number for this item from program ICMX, Mfgr Item / NDS Item Cross Reference, is displayed.
In the Config String Field, if this item is a model item, and a configuration string was entered to configure the item, that string is displayed here.
In the Confirm Status pop-list, the confirmation status of the line item is displayed. If the order has been shipped or cancelled, this pop-list will display Complete. If the order has not been shipped, the pop-list will display Open.
In the Due Date field, the line item due date is displayed and can be changed.
In the Bono Notify ID field, the identifier for the notification record for this invoice line in program BONO, Back Order Notify, is displayed. See the section for program BONO, Back Order Notify, for more information.
In the Project No field, the project number from program PMMM, Project Management Maintenance, for the invoice line is displayed.
In the Project Line field, the project line number from program PMMM, Project Management Maintenance, for the invoice line is displayed.
In the Project Description field, the project description for the project line is displayed.
The Cum Qty Shipped field displays the total amount shipped for this invoice line.
The Cum Qty BO field displays the total amount backordered for this invoice line.
In the Cum Qty Released field, if the invoice line was generated from a contract with program CMRO, Customer Contract Release, this is the cumulative quantity released for the contract line.

Purch/WO/Pick Tab

Purchasing/Inventory Section

In the PO No field, if a purchase order has been created for this invoice line, the purchase order number is displayed in this field. You can enter a purchase order number for the entered vendor in this field, and when a purchase order is created, it will be added to this purchase order, as long as the purchase order is open.
In the Line field, if a purchase order has been created for this invoice line, the purchase order line number is displayed in this field.
In the Vendor No field, if the invoice line is a drop ship order, or if you are creating a purchase order for the invoice line, enter the vendor that is shipping the order. If a preferred vendor exists, the preferred vendor will be entered automatically when the invoice line is entered.
The Buyer field displays the buyer for the item from program ICPM, Inventory Planning Data Maintenance. You can change the buyer code here. Once a purchase order has been created for the line item, the buyer code can no longer be changed.
If the purchase order for this invoice is a blanket purchase order, the Blanket Order flag will be set to on.
If a purchase order should be created for this invoice line, set the Create PO flag to on.
If the order line is a drop ship order, set the Direct flag to on. When the Direct flag is set to on for an invoice line item, the quantity ordered will not be included in the sales allocations for that item unless the SALES_ALLOC_INCL_DROP_SHIP parameter in program MURM, Initialization Parameter Maintenance, is set to Y.
In the Pick Area field, the stock area from which the ship quantity will be taken can be entered, if you wish to define it here.
In the Pick Bin field, the bin location from which the ship quantity will be taken cane be entered, if you wish to define it here.
In the Control No field, the control number that will be shipped can be entered here, if desired. The control number is used during quick shipping with program OEQS, Order Entry Quick Ship. Only one control number can be defined for the line.
In the Pick Order field, the number indicating in which order this line will be picked when the invoice is shipped is displayed

Work Orders Section

If a work order should be created for this invoice line, set the Create WO flag to on.
If work orders have been created for the invoice line, the work order information is displayed here, including the work order number, due date, parent item number, control number, manufacturing enterprise, plant code, quantity ordered, quantity complete, and item number, ECL, and work order number to which this item will be issued.

Wt/Frt/Surchg Tab

The Gross Wt field displays the gross weight for the invoice line from program ICSM, Inventory Sales Data Maintenance, for this item and sales unit of measure.
The Gross Volume field displays the gross volume for the invoice line from program ICSM, Inventory Sales Data Maintenance, for this item and sales unit of measure.
The Freight Cost field displays the freight cost for this invoice line.
The Freight FFD field displays the actual cost of freight for this invoice line.
The Footage field displays the footage for the invoice line, as entered by the user. This is a user-defined field.
In the Custom Charge field, if a custom charge is being applied to the invoice line, enter it here.
If Customer/Item Surcharges are being applied to the invoice line item, the surcharge amount per pound will be displayed in the Surchg Per Lb field, and the surcharge weight * the surcharge per pound will be displayed in the Surchg Amt field.

To override the surcharge amount per pound, set the Override Surchg flag to on, and enter the new amount in the Surchg Per Lb field.
The extended surcharge amount for this customer and item combination is displayed in the Surcharge Ext field.

Misc Tab

Enter any user-defined values in the User Ref 1 and User Ref 2 fields.
The Product Code field displays the product code assigned to the item in program ICMM, Inventory Master Maintenance.
The Category field displays the item category for the line item.
The Material Type field displays the product line assigned to the item in program ICMM, Inventory Master Maintenance.
The Control Type field displays whether the item is lot controlled, serial controlled, or non-controlled.
The Maintain on Hand flag indicates whether the item quantities are maintained as on hand inventory for this item. The flag is set for the item in program ICMM, Inventory Master Maintenance.
For promotional items, the Link Line No field displays the original invoice line to which this invoice line is linked.
For promotional items, the Link Qty Per field displays the quantity of this item to be shipped for each of the linked invoice items shipped.
For promotional items, when the Link Fixed flag is set to on, the quantity in the Linked Qty Per field is the total number to be shipped, regardless of the quantity shipped of the linked invoice item.
The Date Activity Last field indicates the last date on which changes were made to this invoice line.
The Program Activity Last field indicates the last program in which changes were made to this invoice line.

35. If the item that you entered is a modular item, press the [Configure] button to configure it. See the information on program MOCF, Modular Bill Configuration.

When a purchase order or work order has been created for the sales order line, pressing this button will display the model configuration tree for the model item in a query-only version of program MOCF, Modular Bill Configuration.

36. Repeat steps 17 to 35 until the sales order quotation is complete. Press [Commit].

37. To view the units of measure that can be used for the item, press the [Unit Conversions] button.

38. Pricing for the item can be viewed with the [Pricing] button.

39. To view buying and selling information for the item, press the [Positions] button.

40. The available to promise inventory information can be viewed with the [ATP] button.

41. Item quantities and locations can be viewed with the [Stock Status] button.

42. Items can be substituted or superseded. For more on superseding and substituting items, see the Entering Substitute and Supersede Items on a Sales Order Quotation section.

43. Sales representatives can be credited with a line item using the [Sales Reps] button in the lower block. For more on sales representative commissions, see the Entering Sales Representative Commissions section.

44. Press the [Model Details] button to view the model component items.

Kit component quantities can be maintained on this screen. To change the kit component quantity per, enter the new quantity per in the Qty Per field.

45. Press the [Summary] button in the order header.

For customers with the Revenue Pricing method, if the OE_QUICK_PRICE parameter in program MURM, Initialization Parameter Maintenance, is set to Y, then pricing will not occur until the sales quotation is converted to a sales order, or until the user navigates to the Summary screen.

46. In the Freight Charges field, enter the freight charges, if desired.

47. In the Freight Cost field, enter the freight cost, if desired.

48. In the Tax ID field, enter the tax code, if desired.

49. In the Misc Charges section, enter miscellaneous codes and charges, if desired.

Miscellaneous codes will be entered from the customer ship to code, customer credit record, ship via record, and payment type record.
You can enter as many miscellaneous codes as desired. Use the scroll bar to move through the existing miscellaneous codes.
Only codes defined as value source E - User Entered in program SPMC, Miscellaneous Code Maintenance, can have the values maintained in this program. The value sources that define a miscellaneous code are as follows

User Entered. Codes with this value can be entered by the user during sales order entry, or when the code is assigned to a customer.
Percentage of Gross. Codes with this value will take a percentage of the gross value of the order and apply it to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the customer.
Percentage of Freight. Codes with this value will take a percentage of the freight charge and apply it to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the customer.
Fixed Value. Codes with this value will apply the entered fixed amount to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning codes to a customer.
Percentage of Payment. Codes with this value will take a percentage of the payment for the payment type to which the code is linked and apply it to the sales order total. This allows charges for partial payments to be calculated accurately. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the payment type.

50. In the Disc Pct field, enter the discount percentage. If you enter a percentage here, the discount you enter will be taken from the order total.

51. In the Previous Payments (deposits) field, enter any deposit promised by the customer.

52. In the No. of Cartons field, enter the number of cartons for the order, if desired.

53. In the Carrier field, enter the freight vendor, if desired.

54. You can enter payment information in the lower block of the Summary screen, if appropriate.

Enter the payment type. This indicates the type of payment.

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

Payment types are maintained in program SPPT, Payment Type Maintenance, but the following payment types come with the system.

1 Cash This payment type is used for cash payments. Only the payment amount must be entered.
2 Check This payment type is used for payments made with checks. The payment amount, check number, customer name, ABA number, and driver's license number can be entered.
3 Credit Card This payment type is used for payments made with a credit card. The payment amount, name on the credit card, credit card number, CVV code, and expiration date can be entered. You can enter an authorized amount. If an authorized amount is entered, and the payment amount exceeds the authorized amount, a warning will be displayed. If credit card information has been entered in program CMCM, Customer Credit Maintenance, for the customer, then a list of values is available.
4 Return Return payment types are used in point of sale transactions.
5 TAC This payment type is used for Trade America Card transactions. The card number can be entered
6 COD This payment type is used for COD orders. Only one COD line per order is allowed. For point of sale, this payment type is to be entered for transaction type 1 - Cash, Check, CC Sales.
7 Will Call This payment type is used for orders that have been placed, but not paid.
8 Gift Cert This payment type is used for orders paid with gift certificates. The amount, name, and gift certificate number can be entered.
9 Neg Instr This payment type is used for any other negotiable instrument that is not covered by the other payment types, for example, traveler's checks. The amount, customer name, and instrument identification number can be entered.

Enter the information needed for the indicated payment type, as indicated in the above descriptions.
With the cursor in the Card/ABA/Instr/Cert field, you can swipe a credit card using a keyboard swipe interface, and the appropriate information will be entered on the payment record.
Press [Commit].
When entering a payment for a payment type with the Credit Card flag set to on in program SPPT, Payment Type Maintenance, press the Payflow Pro $image\ebx_417883968.gif$ button to authorize the payment.

The response received from Payflow Pro can be viewed with the Payflow Pro Response $image\ebx_1398869658.gif$ button. For more information, see the Payflow Pro Payment Processing section.

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 in the header.
To enter a sales representative that will receive a commission on a single line item, put your cursor in the appropriate line item, and press the [Sales Reps] button in the lower block.

2. Enter the sales representative who will receive the commission. The sales representative assigned to the customer in program CMMM, Customer Master Maintenance, defaults as the sales representative in the header.

Sales representatives entered in the header can have a commission scheme of volume or product in program SMMM, Sales Representative Master Maintenance. The volume representative will have the commission calculated based on the entire order value. The product sales representative will be copied to all sales order lines if entered in the header.
Sales representatives entered in the lower block must have a commission scheme of product in program SMMM, Sales Representative Master Maintenance.
When changing a sales representative with the product commission scheme in the header, you will be prompted as to whether you wish to update the sales order lines that had the old sales representative to the new sales representative.

3. For sales representatives entered in the lower block, enter the commission code. The commission code you enter is used to determine the commission rate for the sales representative and line item.

The default commission code will be determined according to the sales representative settings in program SMMM, Sales Representative Master Maintenance.
In the header, the commission code for the sales representative from program SMMM, Sales Representative Master Maintenance, is always used, no matter what you enter here.

4. Enter the commission value percent. The commission value percent does not have to equal one hundred. If there are five sales representatives assigned to the order or to an order line, each of them can have their commission calculated from one hundred percent of the order total.

In the header, this is the percentage of the order total that will be used to calculate the sales representative's commission. For example, suppose that the order total was $100, the commission rate from the commission code was 10%, and the commission value percentage was 50%. The sales representative's commission would be $5. (50% of 100 is 50, and 10% of 50 is 5)
In the lower block, this is the percentage of the line item total will be used to calculate the sales representative's commission. For example, suppose that the line item total was $100, the commission rate from the commission code was 10%, and the commission value percentage was 50%. The sales representative's commission would be $5. (50% of 100 is 50, and 10% of 50 is 5)

5. Press [Commit].

For more information on sales representative commissions, see the Commission Calculations for Sales Orders section.

Canceling Sales Order Quotations

There are two ways to cancel a sales order in this program.

Press the [Cancel] button.
Type CANCEL in the PO No. field, and press [Commit].

Entering Substitute and Supersede Items on Sales Order Quotations

1. To substitute one item for another, put your cursor on the desired line item and press the [Substitute] button. Once a substituted item is committed, the item can not be changed. You must delete the item and re-enter it.

If the item has any substitute items entered in program ICAM, Supersede/Substitute Maintenance, for the line item, then a list will appear from which you can choose the item that you want to use as the substitute. Highlight the item and press [Select].

2. If an item has been superseded in program ICAM, Supersede/Substitute Maintenance, then when the item that has been superseded is entered in this program, the program will return an alert box stating that the item has been superseded by another item. The item that supersedes the item that you entered will then be automatically inserted in the record. Once a superseded item is committed, the item cannot be changed. You must delete the item and re-enter it.

3. For information on entering supersede and substitute items into the system, see the Substituted and Superseded Items section.

Creating Work Orders or Production Schedules from Quotations

1. To create a work order, the manufacturing method pop-list in program ICPM, Inventory Planning Data Maintenance, must be set to work order.

2. To create production schedule, the manufacturing method pop-list in program ICPM, Inventory Planning Data Maintenance, must be set to Prod Sched.

3. Enter the sales order.

4. Press [Write WO].

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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.

5. Press [Ok] to create the work order.

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5. The work order or production schedule will be created in the default manufacturing enterprise and plant for the item from program ICEM, Item/Plant Maintenance.

If the Cascade WO Release in OE flag is set to on for the line item in program ICPM, Inventory Planning Data Maintenance, work orders will be created for the line item and its component items. For more information, see the Work Orders and Production Schedules section.
If the item for which you are creating an order is a serial item, the program will return the following alert box. See the Work Orders and Production Schedules section for more information on each selection.

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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.

6. The production due date of the work order or production schedule is determined by the production delay days entered in program SPMM, System Parameters/Default Maintenance.

The production due date will be calculated as the sales order line due date minus the production delay days.

7. Work orders and production schedules can also be created when a sales order is created from the sales quotation. For more information, see the Creating a Sales Order from a Quotation section.

Creating Purchase Orders from Sales Quotes

1. Enter the sales quote.

Requests for vendor quotes can be printed for quotation line items using program VERQ, Request for Quote from OE.

2. The sales order can be a direct, or drop ship, order, but you can also enter purchase orders for non-direct sales orders.

3. Press the [Other Details] button.

4. Set the Direct flag to on, if this is a direct, or drop ship order. If it is not, leave the Direct flag set to off.

For more information on drop ship sales orders, see Drop Ship Orders.
This flag will be set to on automatically when the Default Drop Ship flag is set to on in the order header before the line items are entered.
When the Direct flag is set to on for a sales order line item, the quantity ordered will not be included in the sales allocations for that item when the sales order is created.

5. Enter the vendor who will ship the order.

If a preferred vendor exists, the preferred vendor will be entered automatically when the sales order line is entered.

6. Press [Commit].

7. Return to the main page.

8. Press [Write PO].

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9. Press [Ok] to create the purchase order.

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10. A purchase order will be created in program POEM, P.O. Entry/Maintenance, where it can be viewed and maintained.

If the Default Drop Ship flag is set to on in the header, purchase orders will be created for all sales order lines.

Vendors must be entered on the Other Details screen for purchase orders to be created.

If the sales order is a direct order, the items on the purchase order will be shipped directly to the customer's ship to address.
If the sales order is not a direct order, the program checks program POSM, P.O. Ship-To Maintenance, for a ship to address for the sales location entered in the header.

If an address exists that matches the sales location, the items on the purchase order are sent to that address.
If only one address exists in program POSM, P.O. Ship-To Maintenance, the items on the purchase order will be sent to that address, regardless of the sales location.
If multiple addresses exist in program POSM, P.O. Ship-To Maintenance, but none match the sales location, the program will ship the items to the remit to address for the sales location from program ARLM, Location Maintenance.

Purchase orders can be created for modular items and kits. When the purchase order is created, the purchase order line will be created for the top-level modular item as a non-stocked item. A comment will be added to the purchase order line containing the components of the modular item.
Purchase orders will be created in the currency assigned to the vendor in program VEMM, Vendor Master Maintenance.
Sales order line comments of the type defined by the OEPO_COMMENT_COPY parameter in program MURM, Initialization Parameter Maintenance will be copied to the purchase order.

All comments containing the type entered in the parameter will be copied. For example, if the type entered is PO, comments with PO, POR, POQ, QAPO, etc will be copied.

11. Purchase orders can also be created when a sales order is created from the sales quotation, as long as a vendor is entered in the [Other Details] screen. For more information, see the Creating a Sales Order from a Quotation section.

Copying Sales Orders

1. Query the sales order that you want to copy.

If the order that you wish to copy is not a quotation, skip this step.

2. Press the [Copy Order] button.

3. The program will display the order information for the selected order.

If the order that is displayed is not the order that you want to copy, you can select a different order without returning to the main page.
Press [Enter Query].
Either enter the desired order number or select the desired order number from the List of Values.
Press [Execute Query]. The order will be displayed.

4. See program OECO, Sales Order Copy, for more information.

Searching for Customer/Prospect Addresses

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 as a sales order line item. The plant will also be returned to the item line.

5. Press the [Return] button to return to the sales order entry screen without selecting an item.

OQEM Action Buttons

Address

Maintain the customer ship to, sold to, invoice to, and bill to addresses.

ATP

View available to promise information for the selected item.

Calc Discount

Press this button to apply the order level discount to all sales order lines. For more information, see the Order Level Discounts section of the Sales Order Entry Features.

Cancel

Cancels the sales order quotation.

Configure

If the ordered item is a modular item, press this button to configure the item. For more information on configuring a modular item, see the Modular Items section and the Modular Bill Manual.

When a purchase order or work order has been created for the sales order line, pressing this button will display the model configuration tree for the model item in a query-only version of program MOCF, Modular Bill Configuration.

Copy Order

Press this button to create a new sales order or quotation by copying an existing sales order or quotation. New orders or quotations can be created from sales orders with any status. For more information, see program OECO, Sales Order Copy.

Create Order

Opens a screen displaying the line items that will be included on the sales order. You have the option of creating work orders and purchase orders for line items at this point. To create the sales order, work orders, and purchase orders, press the [Create Order] button on this screen.

On the Create Order screen, when you press this button, the sales order is created. You have the option of creating just the sales order or the sales order and the selected work orders and purchase orders. When the sales order is created, it can be viewed and maintained with program OEOE, Sales Order Entry Maintenance.

Freight

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

Header OK

Commits the header and places the cursor in the lower block for item entry.

Item Search $image\ebx_-1955635254.gif$

Press this button to display the item search screen. For more information, see the Searching for Items section

Location

Maintain the location information for the order, including financial enterprise, bank, manufacturing enterprise, and plant information.

Model Dtls

Press this button to view information about the component items of the selected model item.

Order Codes

Maintain the ship via, freight, FOB, terms, and hold codes for this order. You can also maintain the acknowledgment, ship complete only, pick print, and pack print flags.

Other Details

Maintain line item details, including the Direct flag and vendor information for direct orders.

Positions

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

Pricing

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

Promotions

Press this button to view the promotional items for this sales order line and customer.

Quick Search

Under [Search], press this button to query only customers that have placed orders in the last 3 years. This button is only displayed when the CUST_QUICK_SEARCH_BUTTON parameter is set to YES in program MURM, Initialization Parameter Maintenance.

Renumber Line Items

Located under the [Renumber Lines] $image\ebx_518836331.gif$ button, press this button to complete the renumbering process.

Renumber Lines $image\ebx_518836331.gif$

Press this button to renumber the line items. Enter the increment by which you wish to renumber the line items. Press the [Renumber Line Items] button, and the line items will be renumbered using the entered renumber increment.

Reprice $image\ebx_-1954182126.gif$

Press this button to re-calculate the pricing of the order lines according to the new catalog ID entered.

Sales Reps

In the upper block, press this button to assign sales representatives to the sales order. Sales representatives entered with this button should have a commission scheme of volume. The customer's sales representative from program CMMM, Customer Master Maintenance, is the default, but other sales representatives can be added. The commission code for the sales representative from program SMMM, Sales Representative Master Maintenance, is always used, no matter what commission code is entered here.

In the lower block, press this button to assign sales representatives to a line item. Sales representatives entered with this button should have a commission scheme of product. The commission code entered here is used to determine the commission rate for the sales representative and item entered for the line.

Save New Ship To $image\ebx_527884913.gif$

This button allows you to enter and update ship to codes for the customer from sales order entry. For more information, see the Ship To Code Updates section of the NDS Help.

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.

Under [Search], press this button to display the customer/prospect addresses that meet the entered criteria.

Select

Under [Substitute], press this button to substitute the selected item for the entered item.

Under [Search], press this button to return the following information to the sales order.

The Ship To code/address and the selected contact will be entered. If the contact is not assigned to a ship to code, the customer's default ship to code will be returned.
The contact will be entered in the Sold To Attn field only if it is flagged as the Recipient in the customer contact record.

Show Reserved

Press this button to view the existing reservations for the item.

Ship To $image\ebx_956889131.gif$

This button brightens when there are multiple ship to addresses for the customer. Press the button and a list of values is displayed from which you can pick the desired ship to code.

Stock Status

View stock status information, including on hand, available, and on order quantities for the selected item.

Substitutes

Press this button to substitute another item for the selected item. Substitute items are set up in program ICAM, Supersede/Substitute Maintenance.

Summary

Maintain the order summary information, including extra charges, deposits, discounts, and the carrier.

Telephone $image\ebx_-1383487669.gif$

Press this button to select the customer for the sales order according to telephone number. For more information see Sales Order Entry by Phone Number.

Tracking

Maintain the order tracking information.

Unit Conv

View the unit of measure conversions, stock and sales, for the selected item.

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.

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. Credit card information cannot be updated for prospects who are not also customers.

Write PO

Create a purchase order from the sales quote. You must enter the vendor information under [Other Details], and a purchase order can be created from the sales quote. When the purchase order is created, it becomes possible for you to view the purchase order in program POEM, Purchase Order Entry/Maintenance. In program OQEM, Sales Order Entry/Maintenance, the purchase order number will also be displayed. You must create a purchase order for each line item in the sales quote separately.

Write WO

Create a work order or production schedule from the sales quotation. This is decided from the default in program ICPM, Inventory Planning Data Maintenance, where the Manufacturing Method pop-list contains that default. The work order will be created in the default manufacturing plant entered for the item in program ICEM, Item/Plant Maintenance.

If the Cascade WO Release in OE flag is set to on for the line item in program ICPM, Inventory Planning Data Maintenance, work orders will be created for the line item and its component items. For more information, see the Work Orders and Production Schedules section.

Zip Code $image\ebx_1245844674.gif$

Press this button to select the customer by zip code. You must have entered your initials before you can press this button. For more information, see the Sales Order Entry by Zip Code section.

OQEM - Sales Order Quotation Entry/Maintenance

See Also

Contract Pricing

Rollout Templates for Mass Sales Order Creation

Prospect Quotations

Numbering and Renumbering Sales Order Lines

Quotation Pricing

ARLM, Location Maintenance:

CMMM, Customer Master Maintenance, Attributes Tab:

OQEM, Sales Order Quotation Entry/Maintenance:

CMPC, Price Matrix Maintenance:

Comments Lists of Values

Entering Sales Order Quotations

Pricing Tab

Tax/Cost/Flags Tab

General Tab

Purch/WO/Pick Tab

Wt/Frt/Surchg Tab

Misc Tab

Creating Sales Orders from Quotations

Creating Rollout Templates

Pricing Tab

Tax/Cost/Flags Tab

General Tab

Purch/WO/Pick Tab

Wt/Frt/Surchg Tab

Misc Tab

Entering Sales Representative Commissions

Canceling Sales Order Quotations

Entering Substitute and Supersede Items on Sales Order Quotations

Creating Work Orders or Production Schedules from Quotations

Creating Purchase Orders from Sales Quotes

Copying Sales Orders

Searching for Customer/Prospect Addresses

Searching for Items

OQEM Action Buttons

Address

ATP

Calc Discount

Cancel

Configure

Copy Order

Create Order

Freight

Header OK

Item Search

Location

Model Dtls

Order Codes

Other Details

Positions

Pricing

Promotions

Quick Search

Under [Search], press this button to query only customers that have placed orders in the last 3 years. This button is only displayed when the CUST_QUICK_SEARCH_BUTTON parameter is set to YES in program MURM, Initialization Parameter Maintenance.

Renumber Line Items

Renumber Lines

Reprice

Sales Reps

Save New Ship To

Search

Select

Show Reserved

Ship To

Stock Status

Substitutes

Summary

Telephone

Tracking

Unit Conv

Payflow Pro

Payflow Pro Response

Update Card Info

Write PO

Write WO

Zip Code

Item Search $image\ebx_-1955635254.gif$

Renumber Lines $image\ebx_518836331.gif$

Reprice $image\ebx_-1954182126.gif$

Save New Ship To $image\ebx_527884913.gif$

Search $image\ebx_-1955635254.gif$

Ship To $image\ebx_956889131.gif$

Telephone $image\ebx_-1383487669.gif$

Payflow Pro $image\ebx_417883968.gif$

Payflow Pro Response $image\ebx_1398869658.gif$

Zip Code $image\ebx_1245844674.gif$