The following controls relate to several fields in the SO Entry programs (Quote Entry, Blanket Sales Orders, Recurring Invoices, and the Customer Returns System) as described:
1. G.M.% Entry/CUI Display
Indicate whether the “GM Entry” button is enabled on the Price Search dialog in graphical entries (GUI) and how the gross margin percent is displayed in character-based (CUI) programs. You can select from the following options for this field:
Q – Allow on Quotes only, do not display on CUI Screens. This means that GM% Entry is allowed from the Price Search dialog in Quotes only, and that the GM% will not be displayed on CUI entries.
A – Allow on all, display on CUI entries. This means that the GM% Entry will be allowed from the Price Search dialog in all of the GUI entries, and it will also be displayed in all of the CUI entries.
N – Do not allow, do not display on CUI entries. This means that GM% Entry from the Price Search dialog is not allowed in any of the GUI entries, and the GM% will not be displayed in any of the CUI entries.
Note that the first part of each option explains how the GM% entry from the Price Search dialog is handled on graphical screens, and the second part explains how the GM% display is handled on character-based screens, like Recurring Doc Entry (SOE350) and Repair Parts Entry (SRC560). The gross margin percent display for graphical Order Entry programs is handled through the GM Percent field in SO Entry Options F/M (SOF915) for each particular entry.
2. OE Serial/Lot # Entry
Enter whether users N-do not assign serial numbers or lot numbers in Order Entry, Y-always assign the serial numbers or lot numbers in the line-item portion of Order Entry, or M-maybe, allow the option of assigning the serial numbers or lot numbers in Order Entry. Press Enter (CR) to initially default to N.
3. POs for Direct Ships
Enter whether users N-do not allow the system to automatically create a purchase order for a direct shipment, Y-automatically create a purchase order for a direct shipment (NOTE: the system creates a PO, not a suggested PO), or M-maybe, allow the user the option at the time of Order Entry, Order Confirmation or Direct Invoice Entry to create the PO. Press Enter (CR) to initially default to N.
4. Direct Ship Received PO Ties
This flag determines whether to delete direct ship received PO ties during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System. Enter: N-Do Not Allow SO Line Deletion, P -Allow Tied PO Line Deletion with Password, or Y -Allow Tied PO Line Deletion with Warning.
5. Temp Item Direct Received PO Ties
This flag determines whether to delete temporary item received PO ties during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System. Enter: N-Do Not Allow SO Line Deletion, P -Allow Tied PO Line Deletion with Password, or Y -Allow Tied PO Line Deletion with Warning.
Inputs 6-5 only apply to settings for Blanket Sales Orders, Recurring Invoices, and the Customer Returns System.
6. Cost
This flag determines to what extent users can change the cost for line items during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System. Enter : N-Do Not Allow Change of Item Cost hides the prompt during line-item entry. Y-Initially Prompt for Cost tells the system to stop at the cost prompt so users can enter information. If the flag is set to B-Allow Backing into Cost Field, the system initially skips this prompt in the entry process, but allows users to back into it and edit the cost from later prompts. This is useful if default information is set in the system, but the default may work in every case.
Cost prompts for other SO entry programs are controlled from the SO Line Item Entry Options F/M discussed later in this chapter.
7. Commission %
This prompt determines to what extent users can change commission percentage in during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System line-item sections. Enter: N-Do Not Allow Change of Item Comm% hides the prompt during line-item entry. Y-Initially Prompt for Item Comm% allows users to change commission when they enter the field. B-Allow Backing into Cost Field tells the system to initially skip the prompt but then allows users to back into the prompt and change the information later.
Comm% prompts for other SO entry programs are controlled from the SO Line Item Entry Options F/M discussed later in this chapter.
8. Taxable Flag
The taxable flag (Y or N) in during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System determines whether the item someone is entering should be taxed. This flag determines to what extent users will be able to change this flag during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System line-item section. Enter: N-Do Not Allow Change of Item Taxable Flag hides the prompt during line-item entry, Y-Initially Prompt for Taxable Flag allows users to choose between taxable and non-taxable when they enter the field, or B-Allow Backing into Taxable Flag Field tells the system to initially skip the prompt but then allows users to back into the prompt and change the information later.
Taxable fields for other SO entry programs are controlled from the SO Line Item Entry Options F/M discussed later in this section.
9. GL Table
The Change GL Table flag during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System determines which GL posting table an item will post to when the Daily Sales Register is run. This flag determines to what extent users will be able to change this flag in the during entry in Blanket Sales Orders, Recurring Invoices, and the Customer Returns System line-item section. Enter: N-Do Not Allow Change of Item GL Table hides the prompt during line-item entry, Y-Initially prompt for Taxable Flag allows users to change the GL table number when they enter the field, or B-Allow Backing into Taxable Flag Field tells the system to initially skip the prompt but then allows users to back into the prompt and change the information later.
GL Table fields for other SO entry programs are controlled from the SO Line Item Entry Options F/M discussed later in this chapter.