Entering orders |
Editing orders |
Deleting orders |
Use these fields to create remote orders, change existing orders and delete 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.
1. Order Number
To create a new document, press Enter to have the system assign the next available number. To recall an existing document, specify the document number, up to 6 digits. All remote order documents begin with "R".
2. Ship To
The default ship-to number displays. Access this field by pressing F4-Backup from the INIT Whse prompt. The ship-to address may be different from the customer address. If the desired address is not on file, contact your system administrator. Note: If your company’s system is integrated with Clippership, the system may restrict you from editing this information once Clippership has begun processing this order for shipment.
You can press S to display the Show Address window to view header address information for the customer.
3. Initiating Warehouse
The default warehouse assigned by your distributor displays. Press Enter to accept the default.
4. Request Date
Specify the requested order date. Depending on your setting SO Static Control, the system displays the default for the date on which the customer wants the order to arrive, blank or ASAP. NOTE: If one or two digits are entered in the date field, the system assumes the digits entered are the day of the current month, and year. If three or four digits are entered in the date field, the system assumes the digits entered are the day and the month of the current year. Press F3 for default values.
5. Ship Via
The system displays the default ship via. Access to this prompt may be restricted.
6. Purchase Order Number
Specify the purchase order number. This field may be required.
You also have the option to specify a display code:
A—Add. Use this option to add line items.
D—Delete. Use this option to remove the current document.
F—Use this option to display the line numbers on this order, which contain the selected item number.
W—Use this option to change the default ship via for the selected warehouse.
F2—Change UM. Use this option to select a different selling unit of measure.
F3—Change Shipping Warehouse. Use this option to change the default shipping warehouse. Access to this function may be restricted.
7. Ordered By
Specify the name of the person who placed the order. Press F4 to backup to the previous field.
Specify 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 warehouse for this customer.
Y Ship Complete--Indicates you want all lines to ship complete for the initiating warehouse for the specified customer.
B Balance Complete—Indicates you want to allow to all lines to ship partial in the first shipment for the initiating warehouse for this customer. Once a warehouse is processed through the DSR, the status is changed to ship complete.
1. Item Number
Specify the item number, interchange number, or a customer item number, (up to 20 characters). Upon entry, the system displays description 1 and 2, item class, and vendor. Press F2-Search to search for items in alpha order or item number order. Memo lines may be entered, as necessary.
2. Order Quantity
Specify quantity to order (up to nine digits).
The following display codes are available:
Q - Quotes. Use this option to view quote details for this customer. Access to this prompt may be restricted.
N - Notes. Use this option to view any notes regarding this customer that have been entered through the Customer Inquiry program. Access to this prompt may be restricted.
S - Substitutes. Use this option to display substitute item number, description 1 and the unit of measure for this item. The system automatically exchanges the substitute item number for the original item.
P - Past Purchases. Use this option to display the past three purchases of this item. Access to this function may be restricted.
3. Commit Quantity
Specify the quantity of the distributor’s stock to be set aside for this line-item. Press Enter to default to the order quantity. The committed plus back-ordered quantities must equal the order quantity.
4. Backorder Quantity
If the order quantity equals the committed quantity, this field is skipped. Press Enter to default to the difference between the ordered amount and the committed amount. The committed plus back-ordered quantities must equal the order quantity. If back orders are not allowed, this field is skipped.
This concludes line item entry. Upon completion of the line item entry portion of the programs, the ending routine portion begins.
The ending routine consists of the final fields prior to completion of the remote order document.
Enter the Ending Routine
Optionally, specify a document memo. The default memo will display.
Optionally, Print initiating warehouse pick ticket now? This field will appear only if the remote order is not on hold. Once the order is printed, it can no longer be accessed. The pick ticket prints at the distributor’s warehouse. Access to this option may be restricted.