The Header Detail window can be accessed once you complete the document header. Any information entered on the main Order Entry screen carries over to the detail window. Click Header or Options>Header Detail from the menu.
This window contains all the possible fields for the Order Entry header. Use SO Entry Options F/M to determine which fields should appear during header entry.
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Field |
Description |
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Customer |
The customer number is display-only information in the header detail window. After you complete the header section on the main entry screen, the only way to change the customer is to delete the document and re-specify it. |
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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. If a customer requests to have an order shipped to an address other than its usual shipping address, use the Temporary Ship-to feature to facilitate this request. Creating a temporary ship-to address 1. Click Temporary button next to this field. 2. In the Ship-to Address window, specify the alternate ship-to information. 3. Click OK to return to the main entry screen. Notice that TEMP now appears in the Ship-to field, rather than SAME. |
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Reference Number |
Specify up to 30 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. You must specify a reference number. |
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Initiating Warehouse |
Specify the warehouse from which the items on this order are shipping. If your system uses multiple warehousing, specify the warehouse from which this order initiated. Press F2 or choose the Search button to see the list of warehouses. |
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Ordered Date |
Specify the date on which the order was placed, usually the system date. |
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Request Date |
Specify the date on which the customer wants the order to arrive. The default entry is ASAP. |
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Terms |
Specify 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 |
Specify the number of the internal purchase number tied to this invoice, if applicable. |
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Default Ship Via |
Specify the ship via code indicating the method of shipment the customer requested. You can specify a ship via code in the customer’s master file so it automatically appears when you specify 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: Click View>Shipping Warehouses. Click Chng Ship Via to change the ship vias for all existing lines for a particular warehouse. Click Ship Comp to specify a new ship complete status for the specified warehouse. |
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Ordered By |
Specify the name of the person who placed the order. Press F4 to backup to the previous field. |
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Ship Complete |
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 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 back-ordered quantities must be shipped complete. Once the warehouse is processed through the DSR, the line is changed to ship complete.
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Order Priority |
Specify 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 |
Description |
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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, or A Prepay/Add. The program defaults to the freight code selected in the customer’s file. |
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Salesperson |
Specify 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. |
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2nd Salesperson |
This field enables you to specify split commission on an order between two salespeople. Specify the salesperson code or press F2 to search salesperson/territory codes. To access this field, the Inside/2nd slsp flag in SO Static Control must be set to 2-Second Salesperson or B-Both (2nd salesperson and inside salesperson. |
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% Split |
Specify the percentage of the commission (up to 50%) the second salesperson receives on this order. The remainder of the commission goes to the primary salesperson. To access this field, the Inside/2nd slsp flag in SO Static Control must be set to 2-Second Salesperson or B-Both (2nd salesperson and inside salesperson. |
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Inside Salesperson |
Specify the salesperson code to indicate who is entering the order on the primary salesperson’s behalf. To access this field, the Inside/2nd slsp flag in SO Static Control must be set to I-Inside Salesperson or B-Both. Commission cannot be split with an inside salesperson in FACTS. |
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Department |
If your company uses department numbers, specify the department in which this order is being entered. The program defaults to the department number assigned to the terminal you are using (see the main tab in SM Terminal F/M). |
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Route |
If your company uses the FACTS Routes system, specify the route code that indicates the delivery route on which this order should be delivered. |
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Job number |
Specify the job number and cost code for the selected customer. This field is only available if this order has been converted from a quote and the Use Job Cost is selected in SO Static Control. You cannot change the job number once it has been entered and items have been added to the order. |
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Service Type |
Only available in Service Order Entry. |
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Partial Invoice |
Only available in Service Order Entry. |