Order Confirmation (SOE320)

How To

The Order Confirmation program tells the rest of the FACTS system what was pulled from inventory, what was shipped, what was backordered, what the final freight and handling charges were, the amount discounted from the order and how much tax was charged for each order. Once you complete the confirmation process, this program converts the order to an invoice.

EWMS Processing Note

The Order Confirmation (SOE320) program does not allow confirming of orders that have been sent to Radio Beacon. The upload stock picks program does that for you.

Order Confirmation Processing Notes

Quick Notes on Order Confirmation

Confirming Orders with Multiple Warehouses

If the document has lines shipping from multiple warehouses, the system prompts you to select which warehouses to confirm. After you select warehouses, the system checks for shipment eligibility for each of the selected warehouses individually. If any warehouse does not meet requirements for shipping, the system displays one message listing all ineligible warehouses with the option to confirm anyway. If the pick ticket prints consolidated and all warehouses are selected, the system evaluates all warehouses individually and all warehouses are ineligible to ship, the system displays a message indicating all warehouses are ineligible. If you select individual warehouses to confirm, each will be evaluated separately and any that are not eligible to ship display in one message listing all the warehouses.

Access this program by choosing Sales Orders-->Invoices-->Order Confirmation.

To exit this program:

1. Complete any document you have open.

2. Choose Done or select File-->Exit.

Sync Order Confirmation with Item, SO Customer, AR Customer and Vendor Inquiries (formerly SO Quick Look).

The Order Confirmation screen is divided into three sections: the header portion where you enter the customer or document that the confirmation is for, the line item portion where you confirm items, quantity and pricing information for the sales order, and the footer window where you enter final fields prior to confirming the sales order.

Order Confirmation Header Processing

The upper portion of the screen is called the header portion where you enter the customer or document that the confirmation is for.

Refer to the following procedures for more information about Order Confirmation header processing:
Confirm an order

Open a document in confirmation

Order Confirmation Line Item Processing

The lower portion is called the line item portion where you confirm items, quantity and pricing information for the sales order. The program automatically switches to confirmation mode once you complete the header.

Refer to the following procedures for more information about Order Entry item processing:
Add a line

Delete a line

Edit a line

Finding line items

Stop Confirmation

Selecting companion items

Order Confirmation Footer Processing

The ending routine consists of final fields prior to confirming the sales order. The ending routine is not accessible if you have not confirmed line items for the order. Refer to the Order Entry Footer Information topic for field/field descriptions.

Add freight and handling

Enter multiple payments

Print an invoice from confirmation

image\OPEN.gif Using the footer in Order Confirmation

Invoice Processing for Overpayments or Remaining Deposits

Additional features

image\OPEN.gif Designating items for direct ship

image\OPEN.gif Changing header information

image\OPEN.gif Changing line detail

image\OPEN.gif Using menu options

image\OPEN.gif Confirming serial and lot items

image\OPEN.gif Creating BOM items (kitting, on-the-fly)

image\SHORTCUT.gif Using the Job Cost Entry window

image\OPEN.gif Using the Price Search feature