The Remote Order Entry (ROE) subsystem is an optional feature of the FACTS system. The ROE subsystem provides a way to allow customers to log onto the system and enter their own orders directly, using their own item numbers. Remote users can also inquire upon the status of their quotes, open orders, past invoices, and other historical sales information when applicable.
You can access the following programs from the Remote Order Entry menu:
Remote Order Entry, which is used to enter new sales orders and edit pending orders. Note: Orders that have been accessed by the distributor cannot be changed or deleted. You must call your distributor (system administrator) to have these orders changed or deleted.
The Remote Order Entry screen consists of three sections:
• header, containing order number, request date, etc.
• line-item detail, containing the items, quantities, etc.
• footer, which consists of the final fields prior to completion of the order.
Remote Customer/Item File Maintenance., which is used to create and maintain item numbers to be used in the Remote Order System. Use the Remote Customer/Item File Maintenance program to create and maintain links between the standard system item numbers and the item numbers to be used in Remote Order Entry. Linking the customer item numbers to a standard system number makes it easier to search for items by using item numbers that are easily recognizable versus item numbers that the distributor uses.
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• Customer Inquiry, which is used to perform system inquiries for quotes, open sales orders, past invoices, past purchases, pricing, ship-to’s, notes, and MSDS information (when applicable).
• Sales Analysis Customer Inquiry, which is used to perform system inquires into sales analysis information for customer/item numbers month-to-date and year-to-date activity.
General Message Entry, which is used to send messages to your distributor’s contact. Remote users can use the General Message Entry program to communicate to with the distributor via the mail message system. Accessibility to this system may be restricted depending on how your distributor set up its system.
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Note: It is not the responsibility of Infor to support, maintain or recommend any software or hardware to be used to maintain the connection between the host system (the distributor’s computer) and the remote user.
Signing onto the ROE system
From the Sign-On Screen, follow these steps to sign on to the system and access the Remote Order Entry Menu.
1. User Code
Enter your user code or press F4-Exit to exit the system. If an incorrect entry is made, press CR to reenter the code.
2. Password
Enter your password or press F4-Backup/Exit to backup/exit the system. The password will not display on screen. If a remote user makes an incorrect entry, press Enter to reenter the password.
Note: If at any time during the sign-on process you see the message Contact the system administrator - code XX, please make note of the code number and contact your distributor.
Signing off of the ROE system
From the menu system, type "OFF" and press Enter.