The Order Footer screen consists of the final fields prior to completion of the sales order document. The ending routine is not accessible if no line items have been entered.
These processing checks are performed to ensure that the pick ticket is ready to print.
Service hold: If the order priority is "H" for service hold, the system displays a message indicating the order is on hold and the print prompt is skipped. Orders on service hold do not print a pick.
Shipping Availability: The system determines whether the order is eligible to be shipped based on the following.If an order or line is "eligible to ship", it means the order has met the requirements to ship according to the ship complete status and the amount of committed stock on the order.
A warehouse will be considered not eligible to ship if:
The balance complete on both the warehouse and line level will behave like a partial shipment when considering if the order is eligible to ship.
In a multiple warehouse environment, warehouse-level ship complete applies to each warehouse individually. However, if the initiating warehouse is set to print consolidated pick ticket only, all warehouses will be evaluated together to determine if the order is eligible to ship. If items are shipping from a warehouse that is set to require approval, those items must have an approved status in addition to being fully committed in order to be considered eligible to ship.
If it is eligible to ship, the system displays the print prompt using the previous settings from printing a pick ticket in Order Entry as the default.
If it is not eligible to ship, the "Allow Print if not Ready" field from the SO Static Control file determines whether the Print Pick Ticket prompt is displayed. If the "Allow Print if not Ready" field is set to "N", the user will be given a message and the print prompt will be skipped. If the "Allow Print if not Ready" field is set to "Y", the print prompt will display with the default answer being "N" and a message on the window stating that the order is not eligible to ship. If you enter "Yes", the pick ticket prints.
Refer to the Ship Complete Feature Overview topic for details.
Multiple warehouse users: If you select Y-Print pick ticket now and no print ticket exists for the initiating warehouse, a message appears to that effect. Items shipping from other warehouses are added to the Item Ship Approval File for those shipping warehouses.
You must approve the items in Item Shipment Approval before the ticket can print.
Automatic freight calculations and quoted freight
In Order Entry, Confirmation Entry and Direct Invoice Entry, FACTS provides automatic freight calculations using freight schedules or quoted freight, based on control settings in Ship Via F/M, AR Customer Maintenance and SO Static Control F/M (SOF980).
Any time in Order Entry when a new document is being created, when you click the Done button to access the footer screen, the system sets the order quoted freight amount to the calculated freight amount if the "Default Quoted Freight with Calculated Freight in Order Entry" check box in SO Static F/M is set to "Yes". If you back up to the document lines and then return to the footer the system again sets the Freight field based on the Default Quoted Freight with Calculated Freight in Order Entry" check box setting. If you changed the order quoted freight amount manually when you first access the footer screen, you must re-enter the information again.
eStorefront B2C customers should be set up with the "Default Freight Method" fields set to Q-Quoted freight.
The document freight method cannot be changed once the document has been run through the Daily Sales Register.
Note: Quoted freight is on the header of the order not on the warehouse level. If not all of the items from an order ship, the backorder’s quoted freight will reflect the amount of the freight originally quoted minus the amount that was billed on the first invoice.
Ship via and tax codes for automatic freight: A document cannot calculate freight using a freight schedule based on order value and a tax code that charges tax on freight.,
The system displays a warning message if this combination occurs. Because these fields are on different screens, the program does not force a change at either field. However, you will not be able to end the document with this combination in place.
If the tax code or invoice discount is changed on the footer, the system recalculates freight charges for any shipping warehouse with a ship via assigned an order value freight schedule.
Direct ship orders
You can print direct ship orders on pick tickets. The Print Direct Ship on Pick and Combine Warehouse Direct Ships settings on the Main view of Warehouse F/M (ICF970) are used indicate whether you want to allow a combination of multiple warehouses and direct shipments on the same order and whether you want to print direct ship lines on the initiating warehouse pick ticket.
Note that pick tickets do not print for exclusively direct ship documents. The presence of a direct ship line on a sales order will not cause a pick ticket to print that otherwise would not. Meaning, if the Direct Ship on Pick setting on the Main view of Warehouse F/M (ICF970) is turned off and the pick does not print, then it will not print with the setting on. Direct ship lines can print as additional lines on a pick ticket but are not considered by the system when determining if there is a pick to print. You can add a leading memo to the order to cause the pick ticket to print.
Orders with direct ships: The program asks you if you create or update a purchase order if the Create POs for Direct Ships control in SO Static Control F/M is set to Y-Create POs or M-Operator Selection of PO Creation.
Ordered by information
Based on the value of Print Ordered By prompt on the Pick Ticket tab of Document Print Control F/M (SOF950) and if the ordered by field is not blank, the pick ticket includes "Ordered by xxxxx" in the line region on the first page only after the order priority and ship complete information but before the blanket order or CRS information.
If any Credit Card pre-authorizations exist an ‘alert’ message,Note: PreAuths Exist, is displayed at the bottom/left of the Footer screen.
This window contains all the possible fields for Order Entry footer processing. Use these fields to enter information for an order footer.
1. Memo
Specify the memo line that prints on the pick ticket. Select the Backup button if you need to change any items or header information. Select the Deposits/CC Preauths button to access to the Deposit/Payment Entry window. OK in the Footer window to finish the order.
2. Frt Method
The Document Freight Method (Q/C) for this customer– this value defaults from AR Customer Maintenance and is modifiable based on the Allow Method Change check box on the Invoicing tab of AR Customer Maintenance. Based on the setting, you can select from: Quoted Freight or Calculated Freight
3. Freight $
The freight value can be entered freight, quoted freight or automatically-calculated freight, based on control settings in Ship Via F/M, AR Customer Maintenance and SO Static Control F/M (SOF980). You can modify the entered freight, quoted freight amount but the calculated freight is determined by the system--You cannot modify this value from within Sales Order Entry.
4. Disc %
The discount percentage is display only.
5. Tax Code and Rate
The tax code and rate display and are not modifiable.
You have these options.
Deposits/CC Preauths to access to the Deposit/Payment Entry window.
Back to return to the Order Entry Items screen.
OK to access the Print Ticket window now.