Use these fields to create a blanket sales order header.
1. Doc/Cust
To recall an existing document, specify the document number, up to 6 digits. To create a new document, press Enter to have the system assign the next available number. The document number appears in the title bar along with the customer’s name. You can also assign a document number manually if you prefer. You can select the File-->New Document to access the Add New Document dialog box, where you can manually specify the new sales order number.
Credit Check Note: The system performs a customer credit check for each customer during Sales Order entry programs based on the Credit Limit value and the number of Credit Check Days entered on the Accounting tab of Customer F/M. For additional credit check processing details, such as disputed invoice processing, adding customers on-the-fly, or displaying customer aging , refer to the Customer Credit Check topic.
Search Tips:
Press F2 to perform a search for customers. Refer to the Customer Search topic for details about searching for customers. To specify a new customer for the sales order, you can access the Quick Customer Add dialog box, which is used to add customers on-the-fly. After you finish adding information in the Quick Customer Add dialog box, the system asks if you would like to add a FaxLink record? Select Yes to access the Quick Fax Record Entry dialog box and add faxing information.
When a new customer is added by using the F1-Add feature in the order entry programs, the customer credit check field value is loaded from the default in the AR Static Control record. You cannot specify credit check information in this screen. If you need to modify the customer credit information, access AR Customer F/M.
Document
Press F3 to perform a document search.
2. Ship-To
Modify the ship-to code (this code displays from the customer’s default information) where the order should be shipped. The system displays the full ship-to address. If the ship-to code is missing in the Customer F/M, the system stops at the Ship-to field and requires you to specify the ship-to code before you can continue with the order. Temporary Ship-To’s are not allowed on BSO documents. Press F2 to search.
3. Initiating Warehouse
The warehouse that is initiating the order. The system defaults initiating warehouse from Terminal F/M for the user. If you are using multiple warehouses on an order, you must have the authority to initiate from this warehouse. This field is display only.
4. Entered
The current system date when the blanket document was initially created. This field cannot be edited.
5. Expires
The date the order expires. After the expiration date has passed, releases will not be processed by the BSO Release Register. Press Enter, F1-None to default to NONE.
6. Completion
The date all releases on the order have been completed. Press Enter, F1-None to default to NONE. When all line-items are released and shipped this field is updated by the Daily Sales Register. Specify a date to manually cancel an order. All documents which contain a completion date are considered complete and will not be processed any further.
Select to indicate you want to place the document on Hold status. The system does not process releases for any document placed on hold.
Note: You cannot access the Customer Notes feature (View>Customer Notes) while you are working in the line-item portion of the screen. When you finish with line items, place the cursor in the header portion of the screen and then select View>Customer Notes.
8. Release Basis
The basis is used to determine when a sales order will be created for specific release requests per BSO document, by the item which has the Longest lead time, a Fixed number of days, or whichever represents the Greater of, longest lead time and fixed number of days. The system defaults to SO Static control value for Release Basis.
9. Fixed Days
The predetermined number of days to be used in the release calculation. Sales Orders will be created this number of days prior to the request date. For example, to meet customer service standards, you always commit goods two weeks prior to the request date. Fourteen days have been allocated to special order or transfer goods into the warehouse. Fixed days would be set to 14 days. This field field is valid only if the Release Basis is Fixed Days or the Greater of Longest Lead Time and Fixed Number of Days.
10. Add Days
Allows adding pad to the longest lead-time for an additional margin of safety, or to cover the order processing and shipping time. Sales orders will be processed this number of days plus the lead-time, prior to the request date. For example, if the lead time for this item is 3 days and 2 is entered in the add days field, the sales order will be processed 5 days prior to the requested release date. This field is valid if the Release Basis is Fixed Days or the Greater of Longest Lead Time and Fixed Number of Days.
Once the required header information is complete, you can specify line items on the Blanket Sales Order using the browser in the lower portion of the screen.
Creating or updating blanket order headers
Adding line items on blanket sales orders
Completing blanker order footer information