The Header Detail window can be accessed after you enter an existing document number or customer number. The header information that appears at the top of the screen also appears in the Header Detail window.
To access the Header Detail window:
Choose the Header button or select Options-->Header Detail from the menu.
The Header Detail window contains all the possible fields for the Counter Sale header. Any of the fields located in this window can be configured to appear on the main Confirmation screen. This can be done in the SO Entry Options F/M on the SO Infrequent File Maintenances menu.
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Fields |
Entry |
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Customer |
This information is display only on this window. The customer number cannot be changed after the header is complete. If the customer number needs to be changed, delete the document and re-enter the order. |
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Ship-to |
The ship-to code entered on the main screen appears along with the full ship-to address. Edit the ship-to code here or on the main screen, if necessary. The ship-to code from the main screen appears along with the full ship-to address. Edit this entry here or on the main screen. If a customer requests a specific order ship-to an address other than the one to which you normally ship orders, you can enter a temporary ship-to address. Creating a temporary Ship-to: 1. Press F3 or choose the Temporary button. 2. In the Ship-to Address window, enter the new ship-to information. 3. Choose OK to return to the main screen. TEMP appears in the Ship to field on the main screen to indicate a temporary address has been entered. |
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Reference Number |
Enter up to 15 characters of customer reference information, such as the name of the person who placed the order or the PO number generated on the customer’s system. If the PO required flag is selected in Customer F/M, this field is required and you must enter something before you can continue. |
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Initiating Warehouse |
Enter the warehouse from which the items on this order are shipping. If your system uses multiple warehousing, enter the warehouse from which this order initiated. Press F2 or choose the Search button to see the list of warehouses. |
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Terms |
Enter the code representing the payment terms extended to this customer. This field defaults to the terms code entered in the customer’s master file. Press F2 or choose the Search button to view the list of terms codes available in the system. |
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Purchase Order |
Press F2 or choose the Search button to perform a price search on an item. |
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Default Ship Via |
Enter the ship via code indicating the method of shipment the customer requested. You can enter a ship via code in the customer’s master file so it automatically appears when you enter the customer’s code. Changing the ship via in the header on a document with existing lines will not change the ship via values on existing line items. To globally change ship vias on all existing lines for a particular warehouse: Choose View-->Shipping Warehouses |
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Ship Complete |
Enter the default ship complete status for the initiating warehouse, or press F4-Backup to return to the preceding field. You can select from the following options: N Allow Partial--Indicates you want to allow the shipped quantity to be less than the ordered quantity for the initiating warehouses for this order. Y Ship Complete--Indicates you want to allow the quantity ordered must be the same as the quantity shipped for the initiating warehouses, all lines must ship complete for the specified customer. B Balance Complete—Indicates you want to allow all lines to ship partial in the first shipment for the initiating warehouse, but the backordered quantities must be shipped complete. Once the warehouse is processed through the DSR, the line is changed to ship complete. Refer to the Ship Complete Feature Overview topic for details. |
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Order Priority |
Enter the default order priority, or press F4-Backup to return to the preceding field. You can select from the following options: N Normal—Indicates that orders for this customer have no special priority. R Rush—Indicates that you want to advise the warehouse, via the pick ticket, that this customers orders are rush orders. H Service Hold—Indicates that you want orders for this customer not to be shipped due to a non-credit-related reason.
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Field |
Entry |
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Freight code |
Indicate how the customer will pay for freight on this order. The options are P-Prepaid, C-Collect freight, B-Bill later., and A Prepay/Add The program defaults to the freight code selected in the customer’s file. |
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Salesperson |
Enter the salesperson code assigned to this customer. The program defaults to the salesperson/territory code assigned to the Ship-to code (Accounts Receivable-->File Maintenances-->Ship-to F/M). Press F2 to see a list of salesperson/territories in the system. |