New document number
Use this option to manually assign a document number.
Open Existing Doc
Enables you to open and edit an existing document.
Delete Document
Allows you to delete a document with items on it.
Edit
Add line
Enables you to add a line item to the document.
Insert line
Enables you to insert a line item above the one selected in the item browser.
Delete line
Deletes a line item from the document.
Find line item
Enables you to search for a line item entered on the order by item number.
View
Shipping Warehouses
Enables you to change the ship via for a shipping warehouse once lines have been entered for a warehouse.
The Shipping Warehouses window displays the warehouse number, its description, the number of line items designated to ship from that warehouse and either a direct ship or the ship via code assigned for that warehouse.
Class Totals
Displays all item classes on the document and the number of line items in each class and class. This view also breaks down the document total by class.
Document Totals
Displays totals for weight, units, cost, merchandise, sales tax and miscellaneous sales.
Item Interchanges
Allows you to look up alternate references listed for each item number.
Aging
Displays the customer's credit limit, balance, current amount due, amounts overdue (if any) and any aging information.
Past Sales
Displays the customer's purchase history for a selected item. The history includes the purchase date, invoice number, the quantities purchased and in which units, the price per unit and the pricing unit of measure.
Quotes
Displays quotes on file for a selected item and shipping warehouse. In addition to the quote number and title, this view shows which customer the quote is for, when the quote was entered and when it expires, as well as item quantities, prices and extended prices.
Committed
Displays committed quantities for a selected item. Choose to view sales orders, warehouse transfers, manufacturing tickets and equipment rental contracts (for Service & Repair users).
On Order
Displays any purchase orders, and for BOM items, any manufacturing tickets on file for the selected item. Enables you to view the quantities on order for this item.
1-Timeline
Displays the expected changes in an item's balance in a warehouse. The Timeline corresponds to the four existing time line alerts: Purchase Orders too late for demand, Transfers too late for demand and Purchase Orders too early for demand, Transfer too early for demand. The parameters for these four alerts are set in the Replenishment Parameter F/M program parameter, "Alert on Product Arriving Too Early / Too Late". The Timeline view is available even if this parameter is not setup. Note: This view does not reflect seasonal changes in usage, so it should not be relied upon for projected shortfalls or overstocks for seasonal items.
Customer Notes
Displays any notes entered in AR Customer Inquiry or Notes Entry SME710 for the selected customer. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.
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.
Item Notes
Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected item. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.
Document Notes
Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected document. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.
Line Notes
Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected document line. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.
Price Options
Toggle this window on or off as needed.
The window appears while you are adding or editing a line item in the line item entry section of the main Counter Sale Entry screen. It displays all the available pricing options for this item, including any contract pricing, list prices, quantity breaks, level pricing etc. while you are in the price field.
Warehouse
Quantities
Toggle this window on or off as needed.
The window appears while you are adding or editing a line item in the line item entry section of the main Counter Sales Entry screen. It displays the available, on hand, committed, on order and backordered quantities for the item you are entering.
Options
Header Detail
Provides access to all the header fields available for this document type. See Counter Sale Header Detail window section.
Line Detail
Provides access to all the line entry fields available for sales order documents. See the Counter Sale Line Detail window section.
Line Approval
Enables users with password authorization to take lines off of hold status. Line approval is necessary in systems using multiple warehousing where certain users are not authorized to ship items from certain warehouses.
Approve items in batches with Item Shipment Approval (SOE520) .
Deposits/CC Preauths
Accesses the Deposit/Payment Entry window so you can place deposits on the order.
Allows you to track lost sales on items. Lost Sales functionality is only available if the Lost Sales check box is selected on the Use Features tab of SO Static Control F/M (SOF930).
Specify the item number, description, the quantity, UM, price and the reason code. Click OK to return to the main window.
The Lost Sale Entry option can be triggered automatically. If you reset the ordered quantity from the original order quantity entered, but the shipped, back-ordered and committed quantities do not equal the new order quantity. The program prompts you to enter Y or N to indicate whether to post the difference (original order quantity minus new reset order quantity) to lost sales. If you enter Y (and the Lost Sales flag is selected in SO Static Control) the Lost Sales Entry window appears. The program defaults to Y.
Reason codes are created and maintained in the Lost Sales F/M (Sales Orders>File Maintenances>Lost Sales Reason Code F/M).
Substitute Items
Change Vendors
Import Items
Allows you import items from existing documents (quotes, orders or past invoices) This feature allows you to easily duplicate on one document (a quote, order or invoice) the line items on another document (quote, order or past invoice). Policy flags set in the Document Import Control F/M (SOF972) indicate whether or not you can duplicate lines from a document for a different customer and how the pricing gets updated when the import occurs. The system allows you to select the document type, reference number and default pricing option (if applicable) and then displays the Import Item Selection dialog box, so you can select the items to import to the new document.
Item Search
Allows you to search for items by item number, item interchange, item class or UPC number.
You can press the Alt Look button on the Item Search to display warehouse quantities, item catalog search, service item search, or standard part number search.
You can also access the Item Search by pressing F2 at the Item Number field.
This option is only available when you are entering an item number in the Item field.
Customer Item Search
Allows you to search for items according to customer references.
This option is only available when you are entering an item number in the Item field.
Catalog Item Search
Allows you to search for a catalog item by alpha lookup or catalog item number.
This option is only available when you are entering an item number in the Item field.
Past Sales Search
Allows you to lookup all items sold to this customer in the past.
When you select an item from this search, the system sets quantity ordered to what the customer ordered in the past sale. This option is available at the item prompt and only if the Use Past Sales flag is selected in SO Static Control F/M.
From the Past Sales Search screen, you can the Temp Items button display the Temporary Past Sales Search window, which contains a list of temporary items for the specified customer. If an item is selected from this window, the system closes both search windows populates the following fields in the Order Entry Line item section of the screen: Item number, Description 1, Description 2, Vendor, Class, Weight, selling Unit of Measure, Cost, cost Unit of Measure, Price, and price Unit of Measure.
This option is only available when you are entering an item number in the Item field.
Equipment Search
Allows you to look up equipment codes on file in the Service & Repair module.
This option is only available when you are entering an item number and if the Service & Repair module is activated and equipment records exist in the Equipment F/M.
Quick Item Add
Allows you to add an item to the system on the fly. The item can be accessed later from Item F/M in Inventory Control.
This option is only available when you are entering an item number in the Item field.
Quick Equipment Entry
Allows you to create a record for a new piece of equipment. This record can be accessed later from the Service & Repair Equipment F/M.
This option is only available when you are entering an item number and if the Service & Repair module is activated.
Go To*
* Programs on the Go To menu are disabled while a document is open.
Order
Opens the Order Entry program.
Service Order
Opens the Service Order Entry program, if the Service & Repair module is activated.
Order Confirmation
Opens the Order Confirmation program.
Direct Invoice
Opens the Direct Invoice Entry program.
Credit Memo
Opens the Credit Memo Entry program.
Counter Sale
A check mark appears to indicate this program is in use.
Help
Contents & Index
Opens the on-line help system.