Enhancements were added to FACTS Purchase Order and Sales Order modules to provide the option to require expiration dates on all quotes and request dates on all sales orders and how to default the request date and promise date on purchase orders. This section covers the changes in the Sales Order module.
SO Static Control F/M
On the Use Features tab of SO Static FM two new checkboxes were added to indicate if a requested date is required on all orders or if an expiration date is required on all quotes. An additional drop box is available to specify what the default requested date will be: B-Blank, A- ASAP (if allowed), or O-Ordered Date.
Order Entry Programs: Quote Entry, Sales Order Entry, Remote Order Entry, Blanket Sales Order Entry, Recurring Order Entry
In Quote Entry, if an expiration date is required on all quotes based on the new setting in SO Static Control, “None” is no longer a valid expiration date and the default date will be blank. In Order Entry, if a request date is required on all orders based on the new setting in SO Static Control, then “ASAP” is no longer a valid request date and the default request date will be what was specified: B-Blank, A- ASAP (if allowed), or O-Ordered Date.
For Blanket Sales Orders, the Requested Date cannot be ASAP. The Requested Date is calculated or changed/entered by the user during Blanket Sales Order Entry and is brought forward from the Blanket Sales Order into the Sales Order. The processing changes in this enhancement do not override the user’s entered BSO Request Date based on the Default Requested Date value in SO Static Control F/M.
For Recurring Orders, dates in a Sales Order are assigned as the entered posting date when running the Post Recurring Documents program. The processing changes in this enhancement do not override the user’s entered posting date based on the Default Requested Date value in SO Static Control F/M.