Direct Invoice Menu options

File

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 from 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 on the document 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.

All Warehouse Quantities

Displays the Warehouse/Item window (SOC070) to view warehouse quantity information during SO line item entry or from the Pricing view of Customer Inquiry. For the specified item, you can view the available, on-hand, and on-order quantities, as well as long- and sort-term surplus and average lead time, in each warehouse.

Order Status Change History

Displays the Past Order Status Change Inquiry window with the status change log for this particular document. This option is available when a document has been loaded.

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 customer or 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.

Document Notes

Displays any notes entered in Notes Entry SME710 for the selected document. Refer to the Viewing/Entering Notes from Sales Order Programs topic in the SO Overview section for details.

Customer Notes

Displays any notes entered in 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.

Line Notes

Displays any notes entered in Notes Entry SME710 for the selected document line. Refer to the Viewing/Entering Notes from Sales Order Programs topic in the SO Overview section for details.

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.

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 SO 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 SO entry screen. It displays the available, on hand, committed, on order and back-ordered quantities for the item you are entering.

Options

Header Detail

Provides access to all the header fields available for this document type. See Changing header information.

Line Detail

Provides access to all the line entry fields available for sales order documents. See Using Line Detail 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.

Deposits/CC Preauths

Accesses the Deposit/Payment Entry window so you can place deposits on the order.

Lost Sale Entry

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, usage, price and the reason code. Click OK to return to the main SO entry screen.

The Lost Sale Entry option can be triggered automatically. If you reset the order 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 specify Y or N to indicate whether to post the difference (original order quantity minus new reset order quantity) to lost sales. If you specify Y (and the Use Lost Sales flag is selected in SO Static Control) the Lost Sales Entry window appears. The program defaults to Y.

Note: Reason codes are created and maintained in the Lost Sales Reason Code F/M (Sales Orders-->File Maintenances-->Lost Sales F/M).

Substitute Items

Allows you to search for substitute items.

Show Where Used

Allows you to view all of places (sales orders, production, and transfers, for example) in FACTS that the current customer or item exists. Show Where Used Allows you to view all of places (sales orders, production, and transfers, for example) in FACTS that the current customer or item exists.

Change Vendor

Allows you to view and change vendors for line items.

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 from the Item Number field.

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.

Customer Item Search

Allows you to search for items according to customer references.

This option is only available when from the Item Number 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 from the Item Number 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.

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.

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. (Inventory Control-->File Maintenances-->Item F/M).

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.

When receiving goods, this option accesses Returns Entry, where you can specify the quantity that was received back from the customer for each item. When done, the return goods credit memo and customer replacement sales order will be created and status flags for the vendor return and vendor replacement will be set.

Allows time entry against a service ticket or several tickets by technician.

Allows single time entry for a technician and equally divide that time across all of the service tickets.

Allows an easier way to close multiple service tickets on the same document.

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

A check mark appears to indicate this program is in use.

Credit Memo

Opens the Credit Memo Entry program.

Counter Sale

Opens the Counter Sale Entry program.

Help

Contents & Index

Opens the on-line help system.