Use these fields to place documents on hold.
1. Warehouse
Specify a valid warehouse codes for which documents are displayed. Only valid warehouse codes are accepted. The defaults to the warehouse assigned to the terminal. Press F2 to search or F3 to default to all.
Specify whether to display documents that are C-Documents on Credit Hold, S-Documents on Service Hold, H-All Documents on Hold, N-Documents Not on Hold, or A-All Documents. The program defaults to H-On Hold.
3. Type
Specify the types of orders to display. You can select from open orders, backorders, invoices, credit memos and/or counter sales. Press F3 for All.
4. Status
Select the order status to display. You can select from: E-Entered, W-Pick Printed, C-Confirmed, I-Invoice Printed, R-Register Ready, or A-All.
5. Origin
Select the origin of orders to display. You can select from N-non-remote, W-web, R-remote or A-all documents.
6. Priority
Select the orders priority to display. You can select from: N-normal, R-rush or B-both.
7. Salesperson
Select the outside salesperson/territory to display. Press F3 for all.
8. Req. Cutoff
Specify request date to display through. Press F3 for No Cutoff.
In the browser in the lower portion of the screen the system displays documents based on your display selections.
You can access Note Entry (SME710) for the customer or sales order header record specified in the program.
When the Order Review program automatically creates purchase order such as for a direct ship sales order, FACTS determines if Vendor and Item notes should import into the PO, based on the export options setup on the note, and the Notes pop up functionality is disabled. If a note is set to export or required, then FACTS automatically imports the note onto the PO.
9. Document Number
The number for the sales order.
10. Hold Status
The current hold status of the sales order document. Available statuses are: H-On Hold, or N-Not On Hold.
11. Type
The order type of the sales order document. Available order types are: open orders, backorders, invoices and/or counter sales.
12. Status
The order status of the sales order document. Available statuses are: E-Entered, W-Pick Printed, C-Confirmed, I-Invoice Printed, or R-Register Ready.
13. Origin
The origin of the sales order document. Available origins are: N-non-remote, W-web, or R-remote.
14. Priority
The priority of the sales order document. Available priority options are: N-normal, or R-rush.
15. Salesperson drop down
The drop down selection for the Salesperson type: Salesperson, Inside Salesperson, or Second Salesperson for the sales order document. Once you specify the salesperson/territory type, you can press F2 to search.
16. Req. Customer Number
The number for the customer on the sales order.
17. Customer Name
The name for the customer on the sales order
18. Initiating Warehouse
The initiating warehouse on the sales order document.
19. Order Date
The order sales for the sales order.
21. Total
The dollar total on the sales order document.
22. Terms Code
The terms codes for the sales order.
You can highlight the sales order documents in the browser and select from the following functions:
Svc Hold--Places the highlighted documents on service hold. The selected document is placed on hold until the user releases it.
Credit Hold--Places the highlighted documents on credit hold. The selected document is placed on hold until the user releases it.
Release-- Releases the highlighted document. The selected document is no longer on hold. The system redisplays the sales order documents in the browser and asks if you want to add the document to the reprint file
Display Document—Accesses SO Document Inquiry (SOI620) for the selected document.
Aging-- Displays aging for the highlighted document’s customer. Shown is the customer’s aging as of the current system date. Displayed information includes: credit limit, balance, and current aging for the number periods (set in Accounts Receivable Static Control Record). .
Payment History--Displays payment history for the selected customer’s document. Shown is the customer’s payment history. Displayed information includes last payment date, days grace and history.
Header—Displays the Change Filters dialog box which is used to modify the selection criteria in the upper portion of the screen.
Select the C icon to access Note Entry (SME710) for the customer specified in the document.
Select the D icon to access Note Entry (SME710) for the sales order header record specified in the program.
Done-Exits the program.
Menu Options
File --Exit
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Options:
See also