New Features added, version 7.5.2
Program SPON, Order and Invoice Number Control, is used to specify the source of sales order and invoice numbers and the default derivation of the sales location for sales orders.
· Sales order numbers can be assigned by the sales location using program ARLM, Location Maintenance, by financial enterprise, or globally for the entire system.
· Invoice numbers can be assigned by the sales location using program ARLM, Location Maintenance, by financial enterprise, globally for the entire system, or derived from the sales order number.
Setting Up Sales Order Numbers
Default Sales Location Derivation
1. Set the Order No Source pop-list to the desired setting. This will determine how sales order numbers will be derived.
* By Location Next sales order number will be derived based on selling location. The next order number is entered by sales location in the lower block in the Next Order field, or in program ARLM, Location Maintenance, by sales location.
* Location SPAN Sequence Next sales order number will be derived from the sequence generated in SPAN, Auto Number Control, for the sequence name entered for the sales location in the Order Seq Name for the location in the lower block. This information can also be maintained by sales location in program ARLM, Location Maintenance.
* By Financial Enterprise Next sales order number will be derived from the order number entered in this program in the middle block under Next Order for each financial enterprise.
* Global Order Numbers Next sales order number will be derived from the Next Order Number entered in the first block in this program.
* Global SPAN Sequence Next sales order number will be derived from the sequence generated in program SPAN, Auto Number Control, for the sequence name entered in the Order Seq Name field in the header. The sequence names cannot include characters other than A to Z, _ (underscore), or 1 to 9.
* Financial Ent. SPAN Sequence Next sales order number will be derived from the sequence generated in program SPAN, Auto Number Control, for the sequence name entered in the Order Seq Name field for the financial enterprise in the middle block. The sequence names cannot include characters other than A to Z, _ (underscore), or 1 to 9.
2. If the Order No Source pop-list is set to Global Order Numbers, enter the next sales order number in the Next Order Number field in the header.
* If you are resetting the sales order number, be sure to reset the number forward. Resetting the sales order number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run this program, and enter an appropriate starting number.
3. If the Order No Source pop-list is set to By Financial Enterprise, enter the next sales order number in the Next Order field for the desired enterprise in the middle block.
* If you are resetting the sales order number, be sure to reset the number forward. Resetting the sales order number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run this program, and enter an appropriate starting number.
4. If the Order No Source pop-list is set to Global SPAN Sequence, enter the sequence name in the Order Seq Name field in the header. The program will set up a number sequence in program SPAN, Auto Number Control. It can be maintained in program SPAN, Auto Number Control.
* If you are resetting the sales order number in program SPAN, Auto Number Control, be sure to reset the number forward. Resetting the sales order number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run program SPAN, Auto Number Control, and enter an appropriate starting number.
* The sequence names cannot include characters other than A to Z, _ (underscore), or 1 to 9.
5. If the Order No Source pop-list is set to Financial Ent. SPAN Sequence, enter a different sequence name in the Order Seq Name field for each enterprise in the middle block. The program will set up a number sequence in program SPAN, Auto Number Control. The sequence can be maintained in program SPAN, Auto Number Control.
* If you are resetting the sales order number in program SPAN, Auto Number Control, be sure to reset the number forward. Resetting the sales order number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run program SPAN, Auto Number Control, and enter an appropriate starting number.
* The sequence names cannot include characters other than A to Z, _ (underscore), or 1 to 9.
6. If the Order No Source pop-list is set to By Location, enter the next sales order number in the Next Order field for the desired sales location in the lower block.
* If you are resetting the sales order number, be sure to reset the number forward. Resetting the sales order number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run this program, and enter an appropriate starting number.
7. If the Order No Source pop-list is set to Location SPAN Sequence, enter a different sequence name in the Order Seq Name field for each sales location in the lower block. The program will set up a number sequence in program SPAN, Auto Number Control, where it can be maintained.
* If you are resetting the sales order number in program SPAN, Auto Number Control, be sure to reset the number forward. Resetting the sales order number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run program SPAN, Auto Number Control, and enter an appropriate starting number.
* The sequence names cannot include characters other than A to Z, _ (underscore), or 1 to 9.
8. Press [Commit].
1. Set the Invoice No Source pop-list to the desired setting. This will determine how invoice numbers will be derived.
* Location Table Next invoice number will be derived based on selling location. The next invoice number is entered by sales location in the lower block in the Next Invoice field, or in program ARLM, Location Maintenance, by sales location.
* Location SPAN Sequence Next invoice number will be derived from the sequence generated in SPAN, Auto Number Control, for the sequence name entered for the sales location in the Invoice Seq Name for the location in the lower block. This information can also be maintained by sales location in program ARLM, Location Maintenance.
* By Financial Enterprise The next invoice number will be derived from the invoice number entered in this program in the lower block under Next Invoice for each financial enterprise.
* Global Invoice Numbers The next invoice number will be derived from the Next Invoice Number entered in the first block in this program.
* Derive from Order Number The invoice number will be derived from the assigned order number. Invoice number is 10 digits: 1-8 are order number and 9-10 are order number suffix.
* Global SPAN Sequence Next invoice number will be derived from the sequence generated in program SPAN, Auto Number Control, for the sequence name entered in the Invoice Seq Name field in the header. The sequence names cannot include characters other than A to Z, _ (underscore), or 1 to 9.
* Financial Ent. SPAN Sequence Next invoice number will be derived from the sequence generated in program SPAN, Auto Number Control, for the sequence name entered in the Invoice Seq Name field for the financial enterprise in the middle block. The sequence names cannot include characters other than A to Z, _ (underscore), or 1 to 9.
2. If the Invoice No Source pop-list is set to Global Invoice Numbers, enter the next invoice number in the Next Invoice Number field in the header.
* If you are resetting the invoice number, be sure to reset the number forward. Resetting the invoice number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run this program, and enter an appropriate starting number.
3. If the Invoice No Source pop-list is set to By Financial Enterprise, enter the next invoice number in the Next Invoice field for the desired enterprise in the middle block.
* If you are resetting the invoice number, be sure to reset the number forward. Resetting the invoice number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run this program, and enter an appropriate starting number.
4. If the Invoice No Source pop-list is set to Global SPAN Sequence, enter the sequence name in the Invoice Seq Name field in the header. The program will set up a number sequence in program SPAN, Auto Number Control. It can be maintained in program SPAN, Auto Number Control.
* If you are resetting the invoice number in program SPAN, Auto Number Control, be sure to reset the number forward. Resetting the invoice number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run program SPAN, Auto Number Control, and enter an appropriate starting number.
* The sequence names cannot include characters other than A to Z, _ (underscore), or 1 to 9.
5. If the Invoice No Source pop-list is set to Financial Ent. SPAN Sequence, enter a different sequence name in the Invoice Seq Name field for each enterprise in the middle block. The program will set up a number sequence in program SPAN, Auto Number Control. The sequence can be maintained in program SPAN, Auto Number Control.
* If you are resetting the invoice number in program SPAN, Auto Number Control, be sure to reset the number forward. Resetting the invoice number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run program SPAN, Auto Number Control, and enter an appropriate starting number.
* The sequence names cannot include characters other than A to Z, _ (underscore), or 1 to 9.
6. If the Invoice No Source pop-list is set to By Location, enter the next invoice number in the Next Invoice field for the desired sales location in the lower block.
* If you are resetting the invoice number, be sure to reset the number forward. Resetting the invoice number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run this program, and enter an appropriate starting number.
7. If the Invoice No Source pop-list is set to Location SPAN Sequence, enter a different sequence name in the Invoice Seq Name field for each sales location in the lower block. The program will set up a number sequence in program SPAN, Auto Number Control, where it can be maintained.
* If you are resetting the invoice number in program SPAN, Auto Number Control, be sure to reset the number forward. Resetting the invoice number backward could cause duplicates and errors in the order entry programs.
* If duplicates occur, exit the program, run program SPAN, Auto Number Control, and enter an appropriate starting number.
* The sequence names cannot include characters other than A to Z, _ (underscore), or 1 to 9.
8. Press [Commit].
The sales location for sales orders can be derived from three locations:
* The customer shipping record.
* The customer master record.
* The plant assigned to the logged in user.
Each financial enterprise can be set up differently.
1. In the middle block, for the desired enterprise, set the Default Location Rule as desired.
* Customer: sales order sales locations will be defined by the sales location assigned to the customer in program CMMM, Customer Master Maintenance.
* Login: sales order sales locations will be defined as the first sales location in program ARLM, Location Maintenance, that is assigned the same plant as the plant assigned to the logged in user. When this option is selected and the OE_LOCATION_UPD_ALLOWED parameter in program MURM, Initialization Parameter Maintenance, is set to N, users cannot manually change the location during sales order entry, although the location may change during processing, such as if the ship to location changes and the default shipping location is derived from the ship to location.
* Shipping: sales order sales locations will be defined by the ship to record assigned to the sales order. The sales location will be taken from the customer ship to record in program CMMM, Customer Master Maintenance. If the ship to record is SAME, the sales location for the customer will be used.
2. Press [Commit}.