File
New document number
Allows you to manually enter document numbers. Otherwise, the program automatically assigns them as you complete the header of each document.
Open Existing Doc
Enables you to open and edit an existing document.
Delete Document
Deletes the current document. The system deletes the line items and sets the header to deleted status. The document prints on the Daily Sales Register as deleted, providing an audit trail of assigned document numbers.
Exit
Edit
Add line
Adds a line item to the order
Insert line
Enables you to insert a line item above the one selected in the item browser.
Delete line
Deletes a line item from the order.
Find line item
Enables you to search for a line item entered on the order by item number.
View
Item Interchanges
Allows you to look up alternate references listed for each item number.
Aging
Displays the customer's credit limit, balance, current amount due, amounts overdue (if any) and any aging information.
Document Notes
- Displays any notes entered in Notes Entry SME710 for the selected document. Refer to the Viewing/Entering Notes from Sales Order Programs topic in the SO Overview section for details.
Customer Notes
Displays any notes entered in AR Customer Inquiry or Notes Entry SME710 for the selected customer. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.
You cannot access the Customer Notes feature (View-->Customer Notes) while you are working in the line-item portion of the screen. When you finish with line items, place the cursor in the header portion of the screen and then select View-->Customer Notes.
Line Notes
- Displays any notes entered in Notes Entry SME710 for document lines. Refer to the Viewing/Entering Notes from Sales Order Programs topic in the SO Overview section for details.
Item Notes
Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected item. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.
Options
Header Detail
Provides access to all the header fields available for this document type.
Line Detail
Provides access to all the line entry fields available for sales order documents.
Release Requests
Provides access to the Blanket Order Release Request Entry (SOC711) program..
Doc Distribution
Accesses theChange Document Distribution window so you edit the request dates of a blanket order.
Item Search
Allows you to search for items by item number, item interchange, item class or UPC number. You can also access the Item Search by pressing F2.
This option is only available when you are entering an item number.
Customer Item Search
Allows you to search for items according to customer references.
This option is only available when you are entering an item number.
Catalog Item Search
Allows you to search for a catalog item by alpha lookup or catalog item number.
This option is only available when you are entering an item number.
Past Sales Search
Allows you to lookup all items sold to this customer in the past.
When you select an item from this search, the system sets quantity ordered to what the customer ordered in the past sale. This option is available at the item prompt and only if the Use Past Sales flag is selected in SO Static Control.
From the Past Sales Search screen, you can the Temp Items button display the Temporary Past Sales Search window, which contains a list of temporary items for the specified customer. If an item is selected from this window, the system closes both search windows populates the following fields in the Order Entry Line item section of the screen: Item number, Description 1, Description 2, Vendor, Class, Weight, selling Unit of Measure, Cost, cost Unit of Measure, Price, and price Unit of Measure.
Quick Item Add
Allows you to add an item to the system on the fly. The item can be accessed later from Item F/M.
This option is only available when you are entering an item number.
Go To*
Order
A check mark appears to indicate this program is open.
Service Order
Opens the Service Order Entry program, if the Service & Repair module is activated.
Order Confirmation
Opens the Order Confirmation program.
Direct Invoice
Opens the Direct Invoice Entry program.
Credit Memo
Opens the Credit Memo Entry program.
Counter Sale
Blanket
Quote
Opens the Counter Sale Entry program.
Opens the Blanket Sales Order Entry program.
Opens the Quote Entry program.
* Programs on the Go To menu are disabled while a document is open.
Help
Contents
& Index
Opens the on-line help system.