Adding Customer Items to the Cross Reference from Sales Order Entry
Customer item records will only be updated/created from sales order entry if the CREATE_CUST_ITEMS_ON_FLY parameter in program MURM, Initialization Parameter Maintenance, is set to Y or YES.
Automatic creation of contacts and mail to addresses from sales order entry is dependent on several settings for each sales location and address type.
ARLM, Location Maintenance: The following pop-lists and flag settings determine whether contacts and addresses will be created for a customer.
Sold To Auto Contacts pop-list: When this pop-list is set to Always or Exclude Drop Ships, and a new sold to address or contact is entered for a sales order, the contact will be created automatically. Depending on the AUTO_CREATE_SOLD_ADDR_LLL parameter for the sales location in program MURM, Initialization Parameter Maintenance, a mail to address may also be created.
Ship To Auto Contacts pop-list: When this pop-list is set to Always or Exclude Drop Ships, and a new ship to address or contact is entered for a sales order, the contact will be created automatically. Depending on the AUTO_CREATE_SHIP_ADDR_LLL parameter for the sales location in program MURM, Initialization Parameter Maintenance, a mail to address may also be created.
Invoice To Auto Contacts pop-list: When this pop-list is set to Always or Exclude Drop Ships, and a new invoice to address or contact is entered for a sales order, the contact will be created automatically. Depending on the AUTO_CREATE_INV_ADDR_LLL parameter for the sales location in program MURM, Initialization Parameter Maintenance, a mail to address may also be created.
Bill To Auto Contacts pop-list: When this pop-list is set to Always or Exclude Drop Ships, and a new bill to address or contact is entered for a sales order, the contact will be created automatically. Depending on the AUTO_CREATE_BILL_ADDR_LLL parameter for the sales location in program MURM, Initialization Parameter Maintenance, a mail to address may also be created.
MURM, Initialization Parameter Maintenance: The following parameter settings determine whether addresses will be created for a customer:
AUTO_CREATE_CUST_ADDR: Y or N. Y indicates that when a new customer is created, a mail to address record will be created in program MTMM, Mail To/Prospect Input for Catalogs, for the sold to address. N indicates that when a new customer is created, a mail to address will not be created automatically. This setting is completed separate from all contact/address type settings. This setting is only used when customers are created. The contact parameters and sales location settings are used to determine mail to address creation when contacts are created.
AUTO_CREATE_SOLD_ADDR_LLL: Y or N. (LLL = sales location code) When set to Y, and the Sold To Auto Contact pop-list is set to Always or Exclude Drop Ships and a new sold to address or contact is entered for a sales order, the contact and mail to address will be created automatically for the sold to address. When set to N, and the pop-list is set to Always or Exclude Drop Ships and a new sold to address is entered, a mail to address will not be created. However, if a new contact is entered, the contact record will still be created for the customer.
AUTO_CREATE_SHIP_ADDR_LLL: Y or N. (LLL = sales location code) When set to Y, and the Ship To Auto Contact pop-list is set to Always or Exclude Drop Ships and a new ship to address or contact is entered for a sales order, the contact and mail to address will be created automatically for the ship to address. When set to N, and the pop-list is set to Always or Exclude Drop Ships and a new ship to address is entered, a mail to address will not be created. However, if a new contact is entered, the contact record will still be created for the customer.
AUTO_CREATE_INV_ADDR_LLL: Y or N. (LLL = sales location code) When set to Y, and the Invoice To Auto Contact pop-list is set to Always or Exclude Drop Ships and a new invoice to address or contact is entered for a sales order, the contact and mail to address will be created automatically for the invoice to address. When set to N, and the pop-list is set to Always or Exclude Drop Ships and a new invoice to address is entered, a mail to address will not be created. However, if a new contact is entered, the contact record will still be created for the customer.
AUTO_CREATE_BILL_ADDR_LLL: Y or N. (LLL = sales location code) When set to Y, and the Bill To Auto Contact pop-list is set to Always or Exclude Drop Ships and a new bill to address or contact is entered for a sales order, the contact and mail to address will be created automatically for the bill to address. When set to N, and the pop-list is set to Always or Exclude Drop Ships and a new bill to address is entered, a mail to address will not be created. However, if a new contact is entered, the contact record will still be created for the customer.
AUTO_CONTACT_MAIL_ID: When set to N, the mail address pop-up window is displayed in program OEXP, Fast Order Entry, and can be used to override the standard logic as described below, and assign the contact to a different mail to address. The [Mail Addresses] 
button in program OEXP, Fast Order Entry, is only displayed when this parameter is set to N. For more information, see program OEXP, Fast Order Entry.
The address to which the contact is attached is determined by the following flag settings in program ARLM, Location Maintenance:
Soldto Contacts use Shipto Address: When set to on, and a new sold to contact has been entered for a sold to address, when the sold to contact is created, it is assigned to the mail to address for the ship to address. When determining if the contact should be created, the AUTO_CREATE_SHIP_ADDR_LLL is used. When set to off, and a new sold to contact has been entered for a sold to address, when the sold to contact is created, it is assigned to the mail address for the sold to address. When determining if the contact should be created, the AUTO_CREATE_SOLD_ADDR_LLL is used.
Ship Contacts use Soldto Address: When set to on, and a new ship to contact has been entered for a ship to address, when the ship to contact is created, it is assigned to the mail to address for the sold to address. When determining if the contact should be created, the AUTO_CREATE_SOLD_ADDR_LLL is used. When set to off, and a new ship to contact has been entered for a ship to address, when the ship to contact is created, it is assigned to the mail address for the ship to address. When determining if the contact should be created, the AUTO_CREATE_SHIP_ADDR_LLL is used.
How creation works for addresses:
When the sales order is released (status changed to O - Complete), the programs will check to see if the addresses entered exist for the customer in program MTMM, Mail To/Prospect Input for Catalogs.
If the address does not exist as a mail to address, the system checks the setting of the pop-lists and flags in program ARLM, Location Maintenance, and the parameters in program MURM, Initialization Parameter Maintenance.
A mail to record may be created for the customer and address according to the settings.
For example, suppose that the Ship To Auto Contact flag is set to Always in program ARLM, Location Maintenance, and the AUTO_CREATE_SHIP_ADDR_LLL parameter in program MURM, Initialization Parameter Maintenance, is set to Y for the sales location.
The user enters a new ship to address in program OEXP, Fast Order Entry, for a customer. When the sales order is created as status O (Complete), the system sees that the ship to address does not exist for this customer.
It checks program ARLM, Location Maintenance, and sees that the Ship To Auto Contact flag is set to Always.
Finally, it checks program MURM, Initialization Parameter Maintenance, and sees that the AUTO_CREATE_SHIP_ADDR_LLL parameter is set to Y for the sales location.
At this point, it creates the mail to address in program MTMM, Mail To/Prospect Input for Catalogs, for the new ship to address.
Alternatively, if the AUTO_CREATE_SHIP_ADDR_LLL parameter in program MURM, Initialization Parameter Maintenance, was set to N, the mail to address would not be created.
How creation works for contacts:
When the sales order is released (status changed to O - Complete), the programs will check to see if the contacts entered in the address Attn fields exist. If the contact does not exist, the system checks the setting of the pop-lists and flags in program ARLM, Location Maintenance, and the parameters in program MURM, Initialization Parameter Maintenance.
A new contact record may be created, and the Mail To ID and possibly Ship To Code for the address is assigned to the contact record according to the settings.
If the Update Ship To for Contacts flag is also set to on in program ARLM, Location Maintenance, and the contact exists, then the ship to code assigned to the contact will be updated to the current ship to code.
For example, suppose that the Ship To Auto Contact flag is set to Always in program ARLM, Location Maintenance, and the AUTO_CREATE_SHIP_ADDR_LLL parameter in program MURM, Initialization Parameter Maintenance, is set to Y for the sales location.
The user enters a new ship to contact in program OEXP, Fast Order Entry, for a customer. When the sales order is created as status O (Complete), the system sees that the contact does not exist for this customer.
It checks program ARLM, Location Maintenance, and sees that the Ship To Auto Contact flag is set to Always.
At this point, it creates the contact and assigns it to the mail to address for the ship to address in program MTMM, Mail To/Prospect Input for Catalogs.
Alternatively, if the Ship Contacts use Soldto Address is set to on in program ARLM, Location Maintenance, the new contact would be assigned to the mail to address for the sold to address in program MTMM, Mail To/Prospect Input for Catalogs.
How creation works for customers:
When a customer is created, either in program CMMM, Customer Master Maintenance, or during sales order entry in program OEXP, Fast Order Entry, the program checks program MURM, Initialization Parameter Maintenance, for the parameter AUTO_CREATE_CUST_ADDR. If that parameter exists and is set to Y, a mail to address will be created for the customer. If that parameter does not exist or exists and is set to N, no mail address will be created.
The creation settings for customers are completely separate than that for contacts. The contact and sales location settings described above will determine whether a mail to address record will be created when a new contact is added during sales order entry.
Custom code can be added to your procuser.sql file to allow you to override the AFC charge, based on user-defined variables. The procuser.sql code will delete the AFC charge from the sales order and not insert a new one when the sales order meets the defined variables.
The Back Orders Allowed flag in the sales order entry programs determines whether a sales order can be backordered. The default comes from the customer record in program CMMM, Customer Master Maintenance, but can be changed by sales order. If this flag is set to off for a sales order, you will be given a warning message if you enter a backorder quantity during shipping confirmation but the backorder will be allowed.
Control number reservations can be retained for backorders. If the OE_RESV_NO_BO is set to YES in program MURM, Initialization Parameter Maintenance, the reservations will be retained on the backorder. Otherwise, they will be cleared after the original order is processed through OESJ, Sales Order End of Day and Journals.
Added additional fields to the program:
In the Cust Class field, enter the customer class by which you wish to restrict the sales orders displayed in the lower block. Only sales orders entered for customers to which the entered customer class is assigned with be displayed.
In the Override Effective Date field, if you wish to override the items' assigned backorder notification date calculation, you can enter the desired date here, and all eligible sales order lines that were shipped between the entered date and the system date will be displayed.
Sort the sales order lines displayed in the lower block using the Order By pop-list. Sales order lines can be sorted as follows:
Cust No, Item No
Item No, Order Date
In the Cutoff Percent field, enter the cutoff percent for available inventory. If an entry is made, then the loading process is stopped for an item when the cumulative order quantity for the item exceeds the available item quantity multiplied by the percentage entered.
Set the Avail is Net of MFG Allocations flag to the desired setting. When this flag is set to on, the manufacturing allocations for the item will be subtracted from the on hand quantity for the item during calculation.
An API is available to accept responses from your customers and generate reorders using the notification ID. For more information, contact NDS Professional Services.
Re-orders are generated with the Src Doc Type of BO_NOTIFY.
The customer's default sales reason code can be overridden for re-orders, using the BONO_CRDR_CODE parameter in program MURM, Initialization Parameter Maintenance.
When determining the send to information for the customer, the system looks as the original order send to information for the OEBONO report class, then at the customer's send to information for the OEBONO report class in program CMMM, Customer Master Maintenance, then at the original order send to information for the OESHIP report class, and finally at the customer's send to information for the OESHIP report class in program CMMM, Customer Master Maintenance. If no information is found in any of these locations, the notification will not be sent.
Modified to allow two modes - No Backorders mode and Backorders Mode. No Backorders Mode means that the program works as previously designed. Backorders Mode means that the program selects and lists open backorders that have been assigned the backorder hold code. Backorder hold codes are defined by location in program ARLM, Location Maintenance. Backordered sales order line items can then be selected to be printed on a report to notify the customer that the backordered items are available to send. When the notification is sent to the customer, the sales order is released from hold in program OEHR, Credit Hold Release. Sales order line items that were not included on the notification but are included on the open back order will be placed on line hold, which means that the Hold flag will be set to on for the sales order line.
Added Superseded flag to indicate if the item ordered has been superseded by another item in program ICAM, Supersede/Substitute Maintenance.
Added Restrict Avail to Ship-Capable Locs flag. When this flag is set to on, only inventory in locations with the OE Ship flag set to on in program ILMM, Location Master Maintenance, will be considered in calculating the item's available quantity. When this flag is set to off, all locations for the items are included in calculating the item's available quantity.
A brand name can be included in the notification, if desired, using the BONO_BRAND_NAME parameter in program MURM, Initialization Parameter Maintenance. When text is entered in this field and the notification is sent, the brand name will be included in the notification.
The item price for the selected sales order lines may be recalculated, depending on the setting of the BONO_REPRICE_OE parameter in program MURM, Initialization Parameter Maintenance. When set to Y, when the notification is sent, the item price is recalculated. If the new price is not zero, and is different than the current price for the sales order line, the price is changed and the override flag is set to on for the sales order line. You cannot preserve override pricing on backorders when this feature is active.
An expiration date can be set for the notification using the BONO_NOTIFY_EXPIRE parameter in program MURM, Initialization Parameter Maintenance. . Replies received after the expiration date will not be processed. The expiration date is determined by adding the calendar days entered for this parameter to the notification date. This feature is only valid if you are using the API to accept responses from your customers and generate reorders using the notification ID.
This program uses the BO Notify Days and BO Notify Pct entered for items in program ICMM, Inventory Master Maintenance. If an item does not have values for these fields, the program will use the default values defined for the DEF_BO_NOTIFY_PCT and DEF_BO_NOTIFY_DAYS parameters in program MURM, Initialization Parameter Maintenance.
Added functionality for the Connectship / WorldEase Interface. For more information, see the interface documentation.
The COD Charge Includes Freight value is now passed to the Clippership Interface or Connectship / WorldEase Interface. When set to 'Y', it indicates that the customer COD amount determined should include the freight in addition to the COD surcharge and order value. If set to 'N' then the customer COD amount should only be the COD surcharge plus the order value. Default value is 'Y' unless a negative value is returned by a custom procuser call.
Added SHIP_CONT_EMAIL to the clipper table. The ship to contact email address is inserted into this column, if it exists.
New program used to set up and maintain the locations and names of files that belong to the customer. This program and its contents are entirely user defined and is not used by any other standard NDS form or report.
Modified to display customer contract information by displaying program CMCP, Customer Contract Maintenance, in query only mode.
CMCM, Customer Credit Maintenance
CMCQ, Customer Credit Inquiry
After version 7.5.1, the information in the Recent High Credit field and the Recent High Date field is obsolete because program UTMU, Month End History Update, can be run for any period and does not reset the recent value.
Program CMCQ, Customer Credit Inquiry, has been modified to display customer credit information by displaying program CMCM, Customer Credit Maintenance, in query-only mode.
If the customer item number is changed on an existing contract, all customer/item cross reference records will be updated to match the new number. If the customer item number is cleared, the customer/item cross reference records will be deleted.
New Share Sales Reps flag under the [Sharing] button. When this flag is set to on, the sales representative assigned to the contract line item will be used on the sales order line. When this flag is set to off, the sales representative assigned to the contract customer will be used for the sales order line.
Modifications for order level discounts, including item and item price group specific order level discounts, and for the application of order level discounts. See the program documentation for more information.
New Allow Release in Shipping flag. When this flag is set to on for a hold code, customer orders that have been placed on hold with this hold code can be taken off hold in program OESC, Shipping Confirmation. When this flag is set to off, customers orders that have been placed on hold with this hold code can only be taken off hold in program OEHR, Credit Hold Release.
Modified to display customer master information by displaying program CMMM, Customer Master Maintenance, in query only mode.
The Catalog Ok flag setting cascades from the top-level customer/prospect to the mail addresses to the contacts depending on the settings of the cascade parameters in program MURM, Initialization Parameter Maintenance. For example, if all parameters are set to YES:
If you set the flag to on at the top-level customer/prospect, all mailing addresses in program MTMM, Mail To/Prospect Input for Catalogs, for the customer/prospect will have the flag set to on, and all contacts for the customer/prospect will have the flag set to on.
If you set the flag to on at the mailing address level, all contacts assigned to the mailing address will have the flag set to on.
You can override at the lower levels, but if the upper level is changed, all lower level records will be updated. So, if you have a customer/prospect with the flag set to on, and one mail to address with the flag set to on, and one mail to address with the flag set to off, if you set the customer/prospect flag to off, all mail to addresses for the customer/prospect and all contacts for the customer/prospect will have the flags updated to off.
Added Phone field and Fax field to the Shipping tab. Also added user-defined Loc Type field to this tab.
On the Attributes tab, added a list of values for the SIC Code field that pulls the values from new program CMSE, SIC Code Maintenance.
Added Cust. Name 2nd Line field. Added Parent Cust No field to allow the assignation of another customer as the parent of this customer. Added [More Detail] 
button to show parent/child relationship for customer. When deleting a customer that is a parent of other customers, if the AUTO_REMOVE_CUST_PARENT_LINK parameter in program MURM, Initialization Parameter Maintenance, is set to Y, the Parent Cust No field will be set to null if the parent customer number is deleted. If the parameter is set to N, customers that are assigned child customers cannot be deleted.
Added Tax Exempt Expire Dt field. This field is automatically calculated using the TAX_EXEMPT_EXPIRE_DAYS parameter in program MURM, Initialization Parameter Maintenance, as the system date plus the value entered for the parameter.
Modifications for the Vendor No field for the new Internal Suppliers features. If the vendor in program VEMM, Vendor Master Maintenance, has the Internal Vendor flag set to on, the vendor cannot be removed here. Also, once an Internal vendor has been assigned to one customer record, it cannot be assigned to any other customer records.
New pricing method, Revenue. Revenue and Standard pricing are the same, except that when the customer is set up with the Revenue price method, the Revenue Level field on the Attributes tab in program CMMM, Customer Master Maintenance, is taken into account.
When the gross unit price for the entire sales order is greater than or equal to the value here, the customer will get the best price from the price matrix for the items on the order for which pricing exists in program CMPC, Price Matrix Maintenance, regardless of the quantity.
New field on the Pricing tab. Added product group to customer price group matrices.
Added Importer ID and Importer of Record fields for use with the Connectship/WorldEase Interface. For more information, see the Clippership Interface and Connectship / WorldEase Interface section.
New Merge Orders flag. When this flag is set to on, sales orders for this customer that were entered in merge-designated locations will be delayed from batch shipment with program OESB, Sales Order Batch Shipping, to allow them to be collected and merged at the same time.
Merge designated sales locations have the Merge Orders flag set to on in program ARLM, Location Maintenance.
The merge time is determined by the Merge Time field in program ARLM, Location Maintenance.
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, Initialization Parameter Maintenance.
CMSC, Customer Ship To Codes Maintenance
Added Phone field and Fax field to the Shipto Address tab. Also added user-defined Loc Type field to this tab.
New program to maintain SIC codes entered in program CMMM, Customer Master Maintenance, on the Attributes tab.
Added new fields for selection criteria. Added additional program functionality. See complete program write-up for more specific information.
Export selected customers/prospects/contacts in program CMSU, Mail Label Selector, to a CSV file. Program CMSU, Mail Label Selector, also has this functionality.
New program used to define rebate programs for customers. Once the rebates programs have been defined and assigned to customers, the rebates owed to each customer according to their sales is calculated in this program. See the program documentation for more information.
When automatically shipping receipts, the standard cost after the receipt is used for the sales order line and general ledger posting.
Modified the following costing rule to include non-maintain on hand items:
When the S cost type in program PCTM, Cost Type Maintenance, is the standard cost, then the unit cost cannot be updated on the sales order line for any item other than non-stocked items and non-maintain on hand items.
Modified so that if the blank weight for an item is 0, the determined surcharge amount is used as a percentage to be applied to the order line extension instead of being combined with the quantity ordered and weight to determine the amount to apply to the line. To calculate the extension, the program uses this calculation: (extension*surcharge percentage) + extension.
For example, suppose that the item's blank weight is 0, and the surcharge amount is determined to be 10, and the order line extension is 100. Since the item's blank weight is 0, the surcharge amount is a percentage. (100*.10) + 100 = 110.
New CUST_ORDER_AUTO_HOLD parameter in program MURM, Initialization Parameter Maintenance, determines whether when a customer has a hold order balance in program CMCM, Customer Credit Maintenance, all sales orders for that customer will be placed on hold using the R - Management Review hold code. Only sales orders with the Do No Hold Order flag set to on in the sales order header will not be placed on hold when the parameter is set to Y.
The weight fields in this program have been modified to use the new 5 decimal place weights and weight rounding. See Item Weight Rounding for more information.
To query the mail to address by the customer and contact, put the cursor on the contact in the lower block and press the [Select] button. The selected customer/prospect mail to address and all of the contacts assigned to that mail to will be queried when you return to the main page.
The Mail Class pop-list values are defined in program MCMM, Mail Class Maintenance.
The Catalog Ok flag setting cascades from the top-level customer/prospect to the mail addresses to the contacts depending on the settings of the cascade parameters in program MURM, Initialization Parameter Maintenance. For example, if all parameters are set to YES:
If you set the flag to on at the top-level customer/prospect, all mailing addresses in program MTMM, Mail To/Prospect Input for Catalogs, for the customer/prospect will have the flag set to on, and all contacts for the customer/prospect will have the flag set to on.
If you set the flag to on at the mailing address level, all contacts assigned to the mailing address will have the flag set to on.
You can override at the lower levels, but if the upper level is changed, all lower level records will be updated. So, if you have a customer/prospect with the flag set to on, and one mail to address with the flag set to on, and one mail to address with the flag set to off, if you set the customer/prospect flag to off, all mail to addresses for the customer/prospect and all contacts for the customer/prospect will have the flags updated to off.
If the template customer is placed on hold in program CMCM, Customer Credit Maintenance, all customers created from that template customer will also be placed on hold.
When modifying an existing address for a customer, when you save, a pop-up window will be displayed allowing you to change the customer's ship to or bill to address to be the same as the address that you just changed.
The Similarity field on the Bill To Address pop-up and the Ship To Address pop-up indicates how similar the new address is to the customer's bill to and ship to address.
To change the bill to address, on the Bill To Address pop-up, set the Change Bill To Address flag to on. Click on the Ok button.
To change the ship to address, on the Ship To Address pop-up, set the Change Ship To Address flag to on for each ship to address that you wish to change. Click on the Ok button.
On the Customer Search screen, the defaults for the Mail To, Bill To, Ship To, and All flags is determined by the four character series assigned to the SEARCH_CB_MAIL_BILL_SHIP_ALL parameter in program MURM, Initialization Parameter Maintenance.
When a new contact is created, the catalog ID entered in the header will be assigned to the contact by default if the Catalog Ok flag is set to on for the contact. If the AUTO_CREATE_CONTACT_CAT_LLL parameter (where LLL is the sales location code) in program MURM, Initialization Parameter Maintenance, is set to Y, the catalog will be assigned regardless of the setting of the Catalog Ok flag.
Added [More Detail] button to display the catalogs assigned to this contact, and to allow the user to maintain the catalogs for the user.
Set the Add flag to on and commit to assign the catalog permanently to the contact.
Set the Remove flag to on and commit to remove the catalog permanently from the contact.
Set the Send flag to on to add the contact and catalog to the next export defined in program CMSU, Mail Label Selector.
Set the Label flag to on to create a label for the contact and catalog on the main screen of program MTMM, Mail To/Prospect Input for Catalogs.
Added an additional field to contain the second line of the customer's name. Inserting a customer will copy the second line to the customer record, but updates do not update the customer record in program CMMM, Customer Master Maintenance.
Added Automatic Transmit Processing for Sales Order Acknowledgements. When automatic transmit is running, the form queries and transmits all sales order that are set up to be transmitted. When the selected orders have been transmitted, the process enters waiting mode until the defined number of minutes have passed, at which point the process beings again.
Displayed sales order status and hold code for each order.
The sales location for the new order is retained from the copy from order, unless it is invalid for the financial enterprise.
Debit and credit notes are always confirmed on creation from this program. The OECO_AUTO_CONFIRM_LLL parameter in program MURM, Initialization Parameter Maintenance, determines whether debit and credit memos will be automatically confirmed on creation from this program. This is a sales location specific parameter, where the LLL is the desired sales location code.
When the parameter is set to Y, credit and debit memos are confirmed on creation.
When the parameter is set to N, null, or non-existent, credit and debit memos are not confirmed and must be manually confirmed in program ARIE, One-Step Invoice Entry, before they can be processed through program OESJ, Sales Order End of Day and Journals.
Modified restrictions on order status when copying order type ORD and INV to credit notes, debit notes, credit memos, and debit memos. The order status is no longer required to be V - Invoiced for the copy to be allowed.
Added display of the customer's toll free number to the Addresses screen.
Reformatted Addresses screen.
Added new [VeriSign™ Response] button to view the codes sent back from VeriSign™ or VisaNet™ when the credit card was authorized.
The setting of the COMMENT_LOV_OEDI 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.
Added Freight Cost and Freight Inv fields on Maintain Container List screen. Clippership now allows maintenance of the freight cost and invoiced by container.
The weight fields in this program have been modified to use the new 5 decimal place weights and weight rounding. See Item Weight Rounding for more information.
Added ability to maintain the customer fax and email send to information here 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.
Added Hold field to the sales order header to allow the query of sales orders by hold code.
Added Amt Tendered and Change Given fields to the Summary screen. The Amt Tendered is the dollar amount paid by the customer in program OEPX, Counter Sales Shipping, at the time the order was shipped. The Change Given is the difference between the dollar amount paid by the customer and the amount due for the sales order that was returned to the customer at the time the order was shipped in program OEPX, Counter Sales Shipping.
Added fields for VeriSign™ and VisaNet™ CVV code processing.
Added Comingle Pallets flag and Auto Backorder flags to the Order Codes screen.
Modified for changes to the Forecast Filter for Large Sales Spikes feature. Program OEFI, Large Sales Order Inquiry, is used to view the demand sales orders used in the forecast calculation for large sales spikes. The program displays only filtered demand orders, all demand orders, or only the proxy records. Proxy records are those that are created for items for periods with zero demand. Demand is queried by date range and can be displayed for the logged in plant, or for all plants, depending on the flag in the header.
Added ability to purge sales quotations of any status. Added checkboxes to the header to allow the user to define the status of the sales orders that should be purged.
Removed Released By field, added ship via code, ship via description, and location fields. Ordered the records by sales location, hold code, and request date.
After version 7.5.1, the information in the Recent High Credit field is obsolete because program UTMU, Month End History Update, can be run for any period and does not reset the recent value.
Querying Recent Sales Orders by Non-Stocked Item
1. The program opens in query mode. Exit query mode.
2. In the Query NonStock field, enter the non stocked item number for which you wish to view recent sales orders.
3. Tab out of the Query NonStock field. The program will query the sales orders on which the non-stocked item was entered.
Added MOH flag in header to indicate if the stocked item is a maintain on hand item.
Added display of the customer's toll free number to the Addresses screen.
Removed obsolete job order creation functionality.
Reformatted Addresses screen. Added new zip code formatting/validation feature. For more information, see program SPNM, Country Code Maintenance.
When the OE_VAL_SRC_DOC parameter is set to Y in program MURM, Initialization Parameter Maintenance, the Src Doc ID and Src Doc Type fields can be modified by the user. Otherwise, they cannot.
Added new [VeriSign™ Response] button to view the codes sent back from VeriSign™ or VisaNet™ when the credit card was authorized.
The setting of the COMMENT_LOV_OEOE parameter in program MURM, Initialization Parameter Maintenance, determines whether the boilerplate list of values or a field editor will be displayed when the user double-clicks in the comment text field in this program. See the Comment Lists of Values in Sales Order Entry section for more information.
The weight fields in this program have been modified to use the new 5 decimal place weights and weight rounding. See Item Weight Rounding for more information.
Modified the Back Orders Allowed flag on the Order Codes screen. Checkbox on or off indicates whether this sales order can be backordered. The default comes from program CMMM, Customer Master Maintenance, but can be changed by sales order. If this flag is set to off for a sales order, you will be given a warning message if you enter a backorder quantity during shipping confirmation with program OESC, Shipping Confirmation, but the backorder will be allowed.
New Quick Search Button: 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.
Under the [Search] button, replaced the Contact field with Address 1. 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.
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, Initialization Parameter Maintenance.
Control number reservations can be retained for backorders. If the OE_RESV_NO_BO is set to YES in program MURM, Initialization Parameter Maintenance, the reservations will be retained on the backorder. Otherwise, they will be cleared after the original order is processed through OESJ, Sales Order End of Day and Journals.
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.
Added the ability to swipe a credit card when the cursor is in the Card/ABA/Instr/Cert field and have it fill in the appropriate information.
Added additional sales order line information to the Other Details screen.
Modified purchase order and work order/production schedule creation for sales orders. Removed the [Write PO]/[Write WO] buttons, and added the [Work Orders/PO's] button in the header. When the new button is pressed, an additional screen is displayed that allows you to cherry pick the sales order lines for which you are creating work order/purchase orders and create them all at once. See the Creating a Purchase Order from a Sales Order section and Creating Work Orders or Production Schedules from Sales Orders section for more information.
On the Customer Search screen, the defaults for the Mail To, Bill To, Ship To, and All flags is determined by the four character series assigned to the SEARCH_CB_MAIL_BILL_SHIP_ALL parameter in program MURM, Initialization Parameter Maintenance.
Added fields Default Contract No and Unique ID to Order Codes screen for the sales order. When values are entered here, they will automatically populate the contract number and unique ID fields for the line items.
Added fields for VeriSign™ and VisaNet™ CVV code processing.
Added Drop Ship flag, Make/Buy pop-list to create order screen to help when creating work orders and purchase orders for sales order lines.
Added Gross Pre-Disc field on Summary screen to display the gross order value before the order discount was added.
New Comingle Pallets flag on Order Codes screen. 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.
New Auto Backorder flag on the Order Codes screen.
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 sales location now defaults according to the Default Location Rule pop-list in program SPON, Order and Invoice Number Control, for the financial enterprise.
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. The default commission code will be determined according to the sales representative settings in program SMMM, Sales Representative Master Maintenance.
The quantity available for kit items is the total number of kits that can be built at this time according to the kit component availability.
Added plant code displayed on line.
New field added, Query only items with promotions attached. When this flag is set to on before the query is executed in the top block, only items and customers/customer price groups with promotions already assigned will be displayed.
Form split into tabs.
The Order Promotions tab is used to set up sales order based promotions.
The Promotional Items - Item tab is used to set up promotions by item number.
The Promotional Items - Cust tab is used to set promotions by customer or customer price group.
Additional promotion type created: Order Promotions. For more information, see the program documentation.
For sales order based promotions, the promotion is set up according to sales order settings, and may or may not include promotional items or order discounts. These promotions can be restricted to specific customers, customer price groups, items, and item price groups, if desired.
When an order based promotion is entered in this program, a corresponding miscellaneous code is created in program SPMC, Miscellaneous Code Maintenance, with the miscellaneous code the same as the promotion ID.
When a sales order is created that matches the parameters for the order based promotion, the user can enter the miscellaneous code for the promotion to the sales order. The sales order will not receive the promotional discount or items until it is eligible for the promotion.
The sales order date must fall between the effective dates of the promotion in order for the promotion to be applied to the sales order.
Added ability to process status I - Incomplete sales orders. If the sales order is status I - Incomplete, when the [Process Order] button is pressed, a warning is displayed allowing you to open the sales order for processing, if desired.
Non-stocked items, non-maintain on hand items, and drop ship items are not shipped from this program. If the sales order includes any of these items types, the sales order lines will be backordered.
Added NDS Cash Drawer Opener feature to this program. If the NDS Cash Drawer feature is installed, and the CASH_DRAWER_URL parameter is set up in program MURM, Initialization Parameter Maintenance, after the packing lists have been printed, the cash drawer will be opened automatically if a payment record exists for a cash drawer payment type.
Added Amount Tendered and Change Due fields.
Added sales order payment block.
New field - Order Eval Interval: Enter the number of minutes that a given order will be suspended for shipping evaluation after a failed evaluation.
With this feature active, if an inventory transaction occurs which adds inventory, any open sales orders for that item will have their evaluation timers reset so they become available for shipment. When set to a negative number, the feature is disabled.
The default value for this field is determined by the BATCH_SHIP_EVAL_INTERVAL parameter in program MURM, Initialization Parameter Maintenance.
Modified use of the Ship Purchased Non-Maintain on Hand flag. Non-maintain on hand items are shipped according to the order line plant instead of the order header plant. For example, suppose that the sales order plant is plant 10 and the sales order line for the non-maintain on hand item should be shipping from plant 20. Plant 10 is set up with the Ship Purchased Non-Maintain on Hand flag set to off in program ILPM, Plant Code Maintenance, and plant 20 has the flag set to on. Since the sales order line for the non-maintain on hand item is assigned plant 20, the item will be shipped by program OESB, Sales Order Batch Shipping.
The Refresh Order Totals on Left flag determines whether the order total information on the bottom left corner of the screen will be refreshed with each batch. This flag is set to off by default, indicating that the totals should not be refreshed. You can set this flag to on at any time and the totals will be refreshed during the next cycle. You will get better performance times from program OESB, Sales Order Batch Shipping, when this flag is set to off.
Merge All Customer Orders for Single Daily Shipment
Customers can be set up so that all sales orders entered in a single day will be shipped at a set time.
In program CMMM, Customer Master Maintenance, set the Merge Orders flag for the customer on the Attributes tab to on.
In program ARLM, Location Maintenance, for the sales location from which the sales orders will be shipped, set the Merge Orders flag to on.
In the Merge Time field, enter the time of day that the merged sales orders should be released to be shipped in this program. The value entered in this field should be entered for a 24 hour clock. For example, 3:00 PM would be entered as 15:00.
Once this set up is complete, all sales orders entered before the defined time will be merged and shipped at that time. Any sales orders entered after that time will be considered for batch shipping until midnight of that day. Anything that was not shipped or was not shippable prior to midnight will be held until the Merge Time the next day before being considered for shipping again.
Recalculate Unit Price on Shipping
Sales order prices for margin priced customers are recalculated during shipping when the following conditions are met:
The S type cost is set up to be Actual or Average cost.
and
The sales order line is tied to a purchase order line.
or
The unit cost for the item has changed.
or
Sales order status is S - Confirmed Complete.
and
There is a pullcard assigned to the sales order line in program ICKM, Inventory Pull Card Moves.
and
The actual transfer is done in program ICKM, Inventory Pull Card Moves, after shipping.
and
The ICKM_RECOST_ORDER_LINE parameter in program MURM, Initialization Parameter Maintenance, is set to Y.
Background Batch Shipping with program JOBQ, NDS Job Queue Management
The batch shipping process can be run in the background without using program OESB, Sales Order Batch Shipping, if a job is set up in program JOBQ, NDS Job Queue Management, to do so. The procedure called by the job will perform a single batch shipping process pass, including the printing of the packing ships.
Failures in the background batch shipping process are emailed to the addresses defined in program MURM, Initialization Parameter Maintenance, for the OESB_BG_SEND_TO parameter and the OESB_BG_COPY_TO parameter.
All setup for batch shipping must be completed.
Since the procedure runs on the database server and has no access to client, you need to have an application server set up to run the reports.
The Email and Fax Variable Set Up must be completed since failures are emailed.
To set up the job in program JOBQ, NDS Job Queue Management, complete the following steps:
1. Go to the second page of program JOBQ, NDS Job Queue Management.
2. In the Job No field, enter the job number.
3. In the job name field to the right of the job number, enter the job name.
4. In the Contact Name field, enter a contact name for the job.
5. Set the Job Log Activation flag to on if you wish the activation of this job to be logged as history. Set the Job Log Activation flag to off to prevent the activation of this job from being logged as history.
6. In the PL/SQL field, enter the SQL statement that will be used to run the job. The procedure for this background batch shipping is procoesb.oesb_bg_proc. This procedure accepts unit code and plant code to located the run parameters, and oracle login for the purpose of printing the reports.
For example:
BEGIN PROCOESB.OESB_BG_PROC ('unit_code','plant_code','user/pwd@db'); END;
7. In the Interval field, you can enter an expression that will evaluate into a date, such as SYSDATE. This field is generally used when you wish to run a job at specific time intervals.
For example, if you wanted to run the job every hour, you would enter SYSDATE + 60/1440. 1440 is the number of minutes in a day. If you wanted to run the job every 5 minutes, you would enter SYSDATE + 5/1440.
8. In the Repeat Until field, enter the date and time on or before which the last running of this job will occur. This field is used in conjunction with the interval. Format is MM-DD-YYY hh24:mm. For example, July 13th 2006 at three pm would be 07-13-2006 15:00.
9. Press [Commit].
10. Press the [Submit to Job Queue] button to add the job to the job queue. The status field will change from NOT IN SYSTEM JOB QUEUE to IN SYSTEM JOB QUEUE.
11. The information can now be viewed on page one and will be run on the date indicated.
Reformatted Addresses screen. Added new zip code formatting/validation feature. For more information, see program SPNM, Country Code Maintenance.
Added Un-Confirm Order button to the Summary page. When pressed, the order status is changed from S - Confirmed Complete to J - Confirmed Incomplete. Does not affect shipment quantities or allocations, simply changes the sales order status.
The setting of the COMMENT_LOV_OESC 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.
Added Freight Cost and Inv fields on Maintain Container List screen. Clippership now allows maintenance of the freight cost and invoiced by container.
When authorizing payments, if the authorization is rejected, and the sales order has been confirmed (pop-list set to Fully Shipped), the sales order will be put on hold. If the sales order has not been confirmed (pop-list set to Manual Shipment Selected), the sales orders status will be changed to status J - Confirmed Incomplete, if it is status S - Confirmed Complete.
The weight fields in this program have been modified to use the new 5 decimal place weights and weight rounding. See Item Weight Rounding for more information.
Custom code can be entered in your procuser.sql file to prevent the Gross Weight here from being updated by the Clippership Interface.
Added Back Orders Allowed flag to Order Codes screen. Checkbox on or off indicates whether this sales order can be backordered. The default comes from program CMMM, Customer Master Maintenance, but can be changed by sales order. If this flag is set to off for a sales order, you will be given a warning message if you enter a backorder quantity during shipping confirmation with program OESC, Shipping Confirmation, but the backorder will be allowed.
New Quick Search Button: 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.
Control number reservations can be retained for backorders. If the OE_RESV_NO_BO is set to YES in program MURM, Initialization Parameter Maintenance, the reservations will be retained on the backorder. Otherwise, they will be cleared after the original order is processed through OESJ, Sales Order End of Day and Journals.
Added the ability to swipe a credit card when the cursor is in the Card/ABA/Instr/Cert field and have it fill in the appropriate information.
When unshipping a sales order, the pick print flag is reset according to the UNSHIP_PICK_PRINT parameter in program MURM, Initialization Parameter Maintenance. When the parameter is set to Y or null, the pick print flag will be reset to on. Otherwise, the pick print flag will not be reset.
When unshipping a sales order, the sales order status is reset to the value defined in the UNSHIP_ORDER_STATUS parameter in program MURM, Initialization Parameter Maintenance. The parameter can be set to I - Incomplete or O - Complete. If set to any other value, then the Initial Order Status pop-list in program ARLM, Location Maintenance, determines the initial order status for sales order unshipped for a sales location.
Added fields for VeriSign™ and VisaNet™ CVV code processing.
New Comingle Pallets flag on Order Codes screen. 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.
New Auto Backorder flag on the Order Codes screen.
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.
Added splitting container functionality to the sales order lines. See the program documentation and the following sections for more information.
Splitting Containers for Sales Order Lines
Splitting Containers for Sales Order Lines with Kits
Shipping Confirmation Parameters
Recalculate Unit Price on Shipping
Sales order prices for margin priced customers are recalculated during shipping when the following conditions are met:
The S type cost is set up to be Actual or Average cost.
and
The sales order line is tied to a purchase order line.
or
The unit cost for the item has changed.
or
Sales order status is S - Confirmed Complete.
and
There is a pullcard assigned to the sales order line in program ICKM, Inventory Pull Card Moves.
and
The actual transfer is done in program ICKM, Inventory Pull Card Moves, after shipping.
and
The ICKM_RECOST_ORDER_LINE parameter in program MURM, Initialization Parameter Maintenance, is set to Y.
If the sum of the sales order lines does not match the gross invoice value for a sales order, the sales order will be recalculated during the pre-processing sequence of program OESJ, Sales Order End of Day and Journals. If the sales order is still out of balance after it has been recalculated, it is put on hold using hold code R - Management Review, and will not be processed through program OESJ, Sales Order End of Day and Journals, until it has been corrected.
Payments are posted to the general ledger using either the post date or the invoice date depending on the setting of the GL timing flag for the payment in program SPPT, Payment Type Maintenance. When set to Invoice, the payment is posted using the invoice date. When set to Immediate, the payment is posted using the post date.
Control number reservations can be retained for backorders. If the OE_RESV_NO_BO is set to YES in program MURM, Initialization Parameter Maintenance, the reservations will be retained on the backorder. Otherwise, they will be cleared after the original order is processed through OESJ, Sales Order End of Day and Journals.
New Skip out of balance orders flag. When this flag is set to on, any sales orders that have an issue with the posting balance will have the status changed to Z, and will be removed from the batch.
The AR_POSTING_DT_SOURCE parameter in program MURM, Initialization Parameter Maintenance, determines whether the post date for invoices processed through program OESJ, Sales Order End of Day and Journals, is the invoice date or the OESJ posting date.
Modified so that the number of future days used by the available to promise calculation is defined by the ATP_HORIZON_DAYS_PP parameter in program MURM, Initialization Parameter Maintenance, where PP is the plant code.
The default horizon date setting is 42 days (six weeks). If the parameter has not been entered for the plant, or if the parameter value is blank, the system will calculate the available to promise using all types of orders up to 42 days in the future.
Returns out of balance sales orders that were suspended during a previous OESJ, Sales Order End of Day and Journals, run to status S - Shipped Complete. This removes them from the OESUS, Suspended Sales Journal Detail Report, and allows them to be maintained in other sales order programs.
This process is also run automatically at the beginning of the OESJ, Sales Order End of Day and Journals, run.
New report prints the post details for sales orders that were suspended as out of balance during processing with program OESJ, Sales Order End of Day and Journals.
The setting of the COMMENT_LOV_OESX 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.
When unshipping a sales order, the pick print flag is reset according to the UNSHIP_PICK_PRINT parameter in program MURM, Initialization Parameter Maintenance. When the parameter is set to Y or null, the pick print flag will be reset to on. Otherwise, the pick print flag will not be reset.
When unshipping a sales order, the sales order status is reset to the value defined in the UNSHIP_ORDER_STATUS parameter in program MURM, Initialization Parameter Maintenance. The parameter can be set to I - Incomplete or O - Complete. If set to any other value, then the Initial Order Status pop-list in program ARLM, Location Maintenance, determines the initial order status for sales order unshipped for a sales location.
New parameter to determine functionality of the F8 key in OESX, Shipping Director.
OESX_F8_MODE: ON or OFF: When set to OFF, F8 will only execute query if the program is in 'enter-query' mode so that if F8 is pressed and the order is in normal mode nothing will happen. When set to on, F8 will execute.
Recalculate Unit Price on Shipping
Sales order prices for margin priced customers are recalculated during shipping when the following conditions are met:
The S type cost is set up to be Actual or Average cost.
and
The sales order line is tied to a purchase order line.
or
The unit cost for the item has changed.
or
Sales order status is S - Confirmed Complete.
and
There is a pullcard assigned to the sales order line in program ICKM, Inventory Pull Card Moves.
and
The actual transfer is done in program ICKM, Inventory Pull Card Moves, after shipping.
and
The ICKM_RECOST_ORDER_LINE parameter in program MURM, Initialization Parameter Maintenance, is set to Y.
The setting of the COMMENT_LOV_OEXP parameter in program MURM, Initialization Parameter Maintenance, determines whether the boilerplate list of values or a field editor will be displayed when the user double-clicks in the comment text field in this program. See the Comment Lists of Values in Sales Order Entry section for more information.
Removed [Keep Copy] button from the Customer Tab.
The BO Okay flag is updateable. The value is retrieved from program CMMM, Customer Master Maintenance, but can be changed for sales orders.
If the OEXP_SAVE_THP_ACCT parameter is set to YES in program MURM, Initialization Parameter Maintenance, and the third party account does not exist for the customer record, the third party account will be added to the customer record in program CMMM, Customer Master Maintenance.
If the ship to is SAME or DROP, the third party account is entered with a null ship to code.
If no carrier vendor is entered on the Summary tab, then the account will not be added to program CMMM, Customer Master Maintenance.
If the vendor entered does not match the vendor assigned to the ship via code in program SPSF, Ship Via Code Maintenance, then the user will be notified and the account will not be saved.
Modified for the changes made for the Automatic Contact and Mail To Address Creation feature. Added new [Mail Addresses] button.
Added user-defined list of values to the Src Doc ID field. The list of values is defined in program UTLV, LOV Configuration. Values entered in the field are validated against the list of values according to the OEXP_VALIDATE_SRCDOCID parameter in program MURM, Initialization Parameter Maintenance.
In some cases in sales order entry, when the phone number is being used to look up the customer (such as in program OEXP, Fast Order Entry), if there are a large number of contact phone records, the search may be slow. In order to increase the speed of customer lookups, the standard view can be replaced by a materialized view. See the Customer Phone Lookup Performance Options section for more information.
Added the ability to swipe a credit card when the cursor is in the Card/ABA/Instr/Cert field and have it fill in the appropriate information.
Under the [Search] button, replaced the Contact field with Address 1. 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.
On the Customer Search screen, the defaults for the Mail To, Bill To, Ship To, and All flags is determined by the four character series assigned to the SEARCH_CB_MAIL_BILL_SHIP_ALL parameter in program MURM, Initialization Parameter Maintenance.
Updates to the ship to address may also update the mail to address in program MTMM, Mail To/Prospect Input for Catalogs, according to the setting of the OEXP_SHIPTO_SAVE parameter in program MURM, Initialization Parameter Maintenance. See the Settings for program OEXP, Fast Order Entry section for more information.
Added fields for VeriSign™ and VisaNet™ CVV code processing.
Added Promo Msg button that displays the message for promotions attached to this sales order.
Click on the [Calc Order Disc] button to calculate the sales order level discount according to the settings in program CMDM, Discount Level Maintenance.
Added Gross Pre-Disc field on Summary tab to display the gross order value before the order discount was added.
New Comingle Pallets flag on Summary tab. 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.
New Auto Backorder flag on the Summary tab.
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 sales location now defaults according to the Default Location Rule pop-list in program SPON, Order and Invoice Number Control, for the financial enterprise.
Custom Pop-Up Button
The custom pop-up 
button located on the Items tab displays information from the custom view OEXP_USER_VW. The view contains the following fields: item_no, unit_code, plant_code, field1, and field2. Field 1 and 2 are displayed on the pop-up screen from this button. This view can be modified to select the user-defined data for field 1 and 2 within the view.
When an item is entered on the sales order line, a check is done against the custom view, and if records exist for the item number, the button is lit. Otherwise, it will be grayed out.
The title and column headings on the popup screen are determined by the OEXP_USER_VW_TITLE, OEXP_USER_VW_FIELD1, and OEXP_USER_VW_FIELD2 parameters in program MURM, Initialization Parameter Maintenance.
OEZM, Zero Cost Sales Correction
Obsolete Program.
New program used to indicate which sales order quotations will be printed/transmitted when program OQQP, Quotation Print, is run.
Added display of the customer's toll free number to the Addresses screen.
Reformatted Addresses screen. Added new zip code formatting/validation feature. For more information, see program SPNM, Country Code Maintenance.
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. When the OE_VAL_SRC_DOC parameter is set to Y in program MURM, Initialization Parameter Maintenance, the Src Doc ID and Src Doc Type fields can be modified by the user. Otherwise, they cannot.
Added new [VeriSign™ Response] button to view the codes sent back from VeriSign™ or VisaNet™ when the credit card was authorized.
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.
The weight fields in this program have been modified to use the new 5 decimal place weights and weight rounding. See Item Weight Rounding for more information.
Modified to always create the sales order and any work orders or purchase orders associated with it when the [Create Order] button is pressed on the Create Order screen.
Added Back Orders Allowed flag to Order Codes screen. Checkbox on or off indicates whether this sales order can be backordered. The default comes from program CMMM, Customer Master Maintenance, but can be changed by sales order. If this flag is set to off for a sales order, you will be given a warning message if you enter a backorder quantity during shipping confirmation with program OESC, Shipping Confirmation, but the backorder will be allowed.
New Quick Search Button: 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.
Under the [Search] button, replaced the Contact field with Address 1. 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.
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, Initialization Parameter Maintenance.
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.
Added the ability to swipe a credit card when the cursor is in the Card/ABA/Instr/Cert field and have it fill in the appropriate information.
Added additional sales order line information to the Other Details screen.
When quotations are converted to sales orders, 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.
On the Customer Search screen, the defaults for the Mail To, Bill To, Ship To, and All flags is determined by the four character series assigned to the SEARCH_CB_MAIL_BILL_SHIP_ALL parameter in program MURM, Initialization Parameter Maintenance.
Added fields for VeriSign™ and VisaNet™ CVV code processing.
Added Drop Ship flag, Make/Buy pop-list to create order screen to help when creating work orders and purchase orders for sales order lines.
New Comingle Pallets flag on Order Codes screen. 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.
New Auto Backorder flag on the Order Codes screen.
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 sales location now defaults according to the Default Location Rule pop-list in program SPON, Order and Invoice Number Control, for the financial enterprise.
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. The default commission code will be determined according to the sales representative settings in program SMMM, Sales Representative Master Maintenance.
The quantity available for kit items is the total number of kits that can be built at this time according to the kit component availability.
The weight fields in this program have been modified to use the new 5 decimal place weights and weight rounding. See Item Weight Rounding for more information.
Modifications made for containerizing sales order lines. Containers are created according to the AUTO_CONTAINERIZE parameter in program MURM, Initialization Parameter Maintenance.
When set to 'O', all of the staged lines are put into one container.
When set to 'S', one container is created per staging line, regardless of the case quantity or case per pallet quantity in program ICPM, Inventory Planning Data Maintenance, or program ICRM, Item/Plant Planning Maintenance.
When set to 'P', when containerizing the order, the program will go through all of the staged lines on the order.
For items with a case per pallet value of 0 or 1 in program ICPM, Inventory Planning Data Maintenance, or program ICRM, Item/Plant Planning Maintenance, the program will create one container record for each staging line.
If the case per pallet for an item is greater than 1, the program will ask whether you want to create the containers as one per staging line or one per pallet. If one per staging line is chosen, one container per staging line will be created. If one per pallet is chosen, one container per pallet will be created.
The weight fields in this program have been modified to use the new 5 decimal place weights and weight rounding. See Item Weight Rounding for more information.
The Gross Wt field in this program has been modified to use the new 5 decimal place weights and weight rounding. See Item Weight Rounding for more information.
The weight fields in this program have been modified to use the new 5 decimal place weights and weight rounding. See Item Weight Rounding for more information.
Added ability to create PPH charges for negative gross order amounts and negative miscellaneous values.
To create a negative PPH charge for a credit memo, set up a negative gross order amount (e.g. -9999999) along with a negative miscellaneous value for the desired catalog ID. Be sure that there is a gross amount record for the same catalog ID and miscellaneous code so that positive invoices will not be assigned the negative charge.
The Pricing Program Determines the Plant
The Price From pop-list in the sales order header determines the plant from which the pricing will be taken.
If the pop-list is set to 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. 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. The catalog ID will also default from the customer's assigned sales location.
Recalculate Unit Price on Shipping
Sales order prices for margin priced customers are recalculated during shipping when the following conditions are met:
The S type cost is set up to be Actual or Average cost.
and
The sales order line is tied to a purchase order line.
or
The unit cost for the item has changed.
or
Sales order status is S - Confirmed Complete.
and
There is a pullcard assigned to the sales order line in program ICKM, Inventory Pull Card Moves.
and
The actual transfer is done in program ICKM, Inventory Pull Card Moves, after shipping.
and
The ICKM_RECOST_ORDER_LINE parameter in program MURM, Initialization Parameter Maintenance, is set to Y.
Address Attn and Phone Fields
The information in the Attn and Phone fields for the Ship To, Sold To, Invoice To, and Bill To addresses are derived as follows. The ship to Attn and Phone are selected differently than those for the other addresses.
1. The Get Sold To Contact, Get Ship To Contact, Get Invoice To Contact, and Get Bill To Contact flags must be set to on for the contact to be retrieved for the appropriate address. If the flag is set to off, no contact or phone number will be entered for the address.
2. For the ship to code, contacts are considered in the following fashion:
Ship to code ( in conjunction with the SHIP_ATTN_DEFAULT parameter in program MURM, Initialization Parameter Maintenance.)
Recipient flag
Primary flag
1. If the ship to code is SAME or DROP or the SHIP_ATTN_DEFAULT parameter in program MURM, Initialization Parameter Maintenance*Ship_To_Attn_Defaults is set to N, the ship attention line currently on the order is left in place. Otherwise, if the parameter does not exist or is set to something other than N, then the contacts for the entered ship to code will be considered first.
2. If the entered ship to code has a contact assigned to it with the Recipient flag set to on, that contact and the business phone number will be entered in the Attn fields for the addresses.
3. If there is no recipient designated for the ship to code, and an entry was made for the ship to address in program CMMM, Customer Master Maintenance, in the Attention field, that entry will be used.
4. If there is no entry in the Attention field for the ship to code, the contact assigned to the ship to code with the Primary flag set to on will be entered in the Attn field, and its business phone number will be entered in the Phone field.
5. If there is no primary contact designated for the ship to code, the first contact found for the ship to code will be used.
6. If the ship to code is SAME, the contact with the Recipient flag set to on that has not been assigned to a ship to code will be entered in the Attn field, and its business phone number will be entered in the Phone field.
7. If the ship to code is SAME, the contact with the Primary flag set to on that has not been assigned to a ship to code will be entered in the Attn field, and its business phone number will be entered in the Phone field,
8. If the ship to code is DROP, the contact will be dropped as well, and the desired contact must be selected or entered manually.
3. For the Sold To, Invoice To, and Bill To addresses, the contact is determined as follows. If a contact is assigned a ship to code, the contact will not be considered for selection. Only contacts without ship to codes will be entered automatically for these addresses.
Recipient
Primary
Any Contact without a ship to code.
1. The contact for which there is no ship to code assigned, and the Recipient flag is set to on. The contact will be entered in the Attn field, and the business phone number will be entered in the Phone field.
2. If there is no recipient with no ship to code assigned, the contact for which no ship to code is assigned and the Primary flag is set to on will be entered. The contact will be entered in the Attn field, and the business phone number will be entered in the Phone field.
3. If there is no recipient or primary contact with no ship to code assigned, the first contact found for the customer will be entered. The contact will be entered in the Attn field, and the business phone number will be entered in the Phone field.
4. If there are no contacts for the customer that do not have a ship to code assigned, no contact will be entered for these addresses.
4. The information in the Attn field can be changed manually on the sales order Addresses Tab.
Allocations and Shipping of Model Items
Models on sales orders are allocated according to the Treat Model as Kit flag for the model in program MOTM, Modular Bill Maintenance.
When this flag is set to off, the model is treated normally, and sales allocations are created for the model. When the work order for the modular item is completed and received, the item can be shipped with program OESC, Shipping Confirmation. Work orders can be created for a modular item after the order is created and exists in program OEOE, Sales Order Entry Maintenance, or program OQEM, Sales Order Quotation Entry/Maintenance.
When this flag is set to on, the model is treated as a kit for sales allocations and shipping.
For more information, see Model Treatment for Allocations and Shipping
Kit items cannot be configured. Kits are not allocated to sales. Instead, the kit components are allocated to sales, and the components are shipped in program OESC, Shipping Confirmation.
Order Level Discounts
Order level discounts are treated differently from other discounts in the system. Order level discount records are entered in program CMDM, Discount Level Maintenance, for customers and customer price groups and items and item price groups. Each record is set up with a discount percentage that is applied to the order when the sales order total is greater than or equal to the value entered in the Min Order field in program CMDM, Discount Level Maintenance. Records can be entered for a specific customer, a specific customer price group, for all customer and price groups, for a specific item, for a specific item price group, or for all items and price groups.
If an order level discount is set up with items and item price groups, if an order is entered that contains items that are not included in the list of items and item price groups on the second page of program CMDM, Discount Level Maintenance, the order level discount for the customer/customer price group record will be applied to the lines that do not contain eligible items.
Order level discounts can be added to existing sales order line discounts or can overwrite them. Depending on the setting of the CMDM_DISC_OVERRIDES_LINE_DISC parameter in program MURM, Initialization Parameter Maintenance, when the order level discounts are initially applied, they will either be applied to all sales order lines or will only be applied to those without existing discounts.
If applied to all sales order lines automatically, they will either overwrite or add to existing discounts, depending on the order level discount's setting in program CMDM, Discount Level Maintenance. Otherwise the discount will only be applied to order lines for which another discount does not already exist. If another discount exists for the order line, that discount will be used. If you wish the order level discount to be applied to all sales order lines regardless of other discounts, you can press the [Calc Discount] button, and the order level discount will be applied to all sales order lines, either overwriting or adding to existing discounts, depending on the order level discount's setting in program CMDM, Discount Level Maintenance.
Warnings can be set up to be displayed to users when a sales order is nearing eligibility for an order level discounts, either by percentage or dollar amount. Eligibility is determined by the Min Order value in program CMDM, Discount Level Maintenance, but sales orders can have their order values calculated according to unit price or list price, according to the setting in program CMDM, Discount Level Maintenance.
According to the parameter in program CMDM, Discount Level Maintenance, once a sales order value has reached eligibility, either the discounts will be applied automatically, or the program will ask if you want to apply the discount to the order. You will have three choices, [Apply Now], [Notify Later], and [Cancel Msgs].
If you select [Apply Now], the order level discount will be written to the Summary screen and applied to all sales order lines for which no discount is currently entered. Additional order lines can also have the order level discount applied if no other discount is entered for the order line. You will be prompted for each line.
If you select [Notify Later,] each time you commit, or try to change blocks, the program will prompt you about the order level discount.
If you select [Cancel Msgs}, you will no longer be notified about the order level discount. If you decide later that you wish to apply the order level discount to the order, you must press the [Calc Discounts] button.
Parameters at the top of program CMDM, Discount Level Maintenance, correspond to parameters in program MURM, Initialization Parameter Maintenance.
Required Margin Warning
The system can be set up so that when a sales order line item is entered, and its actual margin is lower than a specified margin, a warning is displayed in the sales order entry program. The feature is set up by sales location using the OE_REQ_MARGIN_LLL parameter in program MURM, Initialization Parameter Maintenance, where LLL is the sales location code. When the sales order line item's margin percentage falls below the margin assigned to the parameter, the warning is displayed.
Modifications to commission matrix setup. Added product group and customer, only one of which is required. Added sales representative as an additional optional parameter. See program documentation for more information.
New program used to define sales representative function codes and descriptions. Sales rep functions are assigned to sales representatives in program SMMM, Sales Representative Master Maintenance.
Modified to display sales representative master records by displaying program SMMM, Sales Representative Master Maintenance, in query only mode.
Added Function field to allow users to assign sales representative functions from program SMFM, Sales Rep Functions Maintenance.
Entering Sales Representative Quotas by Period and Product Group
1. Query the period in the format YYYYMM and the sales representative for which you wish to enter a quota.
2. Click on the [Quota Zoom] 
button for the desired period.
3. In the upper part of the screen, the sales representative, year, and period for which you are viewing and entering quotas are displayed.
You can change the year or period for which you are viewing and entering quotas by selecting the desired year or period in the pop-list.
If you change the year or period pop-list, you will need to re-query the values in the lower block.
4. In the Year Month field, enter the year and month for which you are entering quotas.
5. In the Product Group field, enter the product group for which you are entering quotas.
6. In the Product Code field, enter the product code for which you are entering quotas.
7. In the Material Type field, enter the material type for which you are entering quotas
8. In the Cust Price Group field, enter the customer price group for which you are entering quotas.
9. The Sales Rev field will calculate the sales revenue for the entered values.
10. In the Quota Sales field, enter the sales representatives quota for the entered values.
11. Press [Commit].
Sales orders that are assigned the sales reason code assigned to the POS_CRDR_CODE parameter in program MURM, Initialization Parameter Maintenance, will not have their payments reauthorized when program OESJ, Sales Order End of Day and Journals, is run.
VisaNet™ Payment Processing
Added parameters in program MURM, Initialization Parameter Maintenance, for CVV Processing.
VISANET_CVV_RESPONSE_TYPE_PC: 0 or 1. When set to 0, VisaNet™ should return only the normal response code. When set to 1, VisaNet™ will return both the normal response code and a CVV Result Code.
VisaNet™ CVV Result Codes
M: Match
N: No Match
P: Not Processed
S: Merchant indicated CVV code not present on card
U: Issuer is not certified and/or has not provided Visa encryption keys
VISANET_USE_CVV_PC: Y or N. When set to Y, VisaNet™ will perform a card verification code value check (3-4 digit check on the back of the card).
Added program SPSF, Ship Via Code Maintenance, to the set up section. Optionally enter a ship via freight allowance amount for ship via codes. This amount is an arbitrary number that is added to all VisaNet™ authorizations for sales orders that are assigned the ship via code. This ensures that settlements will not end up being greater than authorizations due to variances in freight amounts. This value is added to the authorization even when a freight amount is entered on the sales order.
Sales orders that are assigned the sales reason code assigned to the POS_CRDR_CODE parameter in program MURM, Initialization Parameter Maintenance, will not have their payments reauthorized when program OESJ, Sales Order End of Day and Journals, is run.
Will call sales orders feature is now activated by the WILL_CALL_HOLD parameter in program MURM, Initialization Parameter Maintenance. If the parameter is missing, or set to something other than Y, the feature is not active and will call sales orders will not be automatically placed on hold.
Work Order Creation Status for Model Items in Sales Order Entry
Work orders are created in program WOEM, Work Order Entry/Maintenance, with the status set according to the AUTO_RELEASE_MODULAR_WO parameter in program MURM, Initialization Parameter Maintenance. When set to Y, the status will be Open. When set to N, the status will be Pending.