Document Inquiry header detail

You also access the Header Detail window from the Header button of the SO Document Inquiry (SOI620) program. Any information entered on the main Order Entry screen carries over to the detail window. Click Header or Options>Header Detail from the menu. The information on this screen is display-only.

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.

Main tab fields

Field	Description
Customer	The customer number.
Ship-to	The ship-to code displays along with the full ship-to address.
Reference Number	The customer reference information (up to 30 characters), 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.
The Header Detail screen in Past Invoice mode also provides an indicator for disputed documents. If any of the corresponding open invoice records in AROPEN are disputed, the text "Disputed Invoice" and memo are displayed in the upper portion of the Header Detail screen. For example, if you have an open invoice with split terms and only one of the terms is in dispute, the drill to SO Doc Inquiry will display the disputed indicator for both continuation lines. The disputed memo (50 characters) is the first encountered memo for that invoice (first disputed continuation).
For quotes, the Header Detail screen contains the Origin prompt, which details the origin of the sales order document. Available origins are: N-non-remote, W-web, or Prior.
Initiating Warehouse	The warehouse from which the items on this order are shipping.
Ordered Date –or- Invoice Date-or- Quote Date	The date on which the order was placed, usually the system date. This is the date on which you entered the invoice into the system. The system uses this date to determine payment schedules in Accounts Receivable. The date the quote was given.
Request Date -or- Shipped Date -or- Expiration Date	The date on which the customer wants the order to arrive. The default entry is ASAP. The date on which items shipped. The date the quote expires.
Terms	The code representing the payment terms extended to this customer. This field defaults to the terms code entered in the customer’s master file.
Purchase Order	Enter the number of the internal purchase number tied to this invoice, if applicable.
Default Ship Via	The ship via code indicating the method of shipment the customer requested. Orders Imported from eStorefront When the order comes into FACTS with the ship-to name starting as "PICK UP:" the ship via that is sent from eStorefront is replaced with the pickup location ship via from the initiating warehouse of the order (eStorefront currently only allows for a single shipping warehouse). The system creates a temporary ship-to using the ship-to information from eStorefront and uses the tax code from the warehouse record on the order. If either the ship via or the tax code are invalid, the order is rejected and the system does not attempt to determine some other values for these fields.
Ordered By	The name of the person who placed the order.
Origin	The origin of the sales order document. Available origins are: N-non-remote, W-web, or R-remote.
Ship Complete	The default ship complete status for the initiating warehouse.
Order Priority	The default order priority: 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.

Code tab fields

Field	Description
Freight code	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.
Salesperson	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. When the salesperson code changes, the system recalculates the commission percentage for all lines that are NOT flagged as commission user override.
2^nd Salesperson	This field enables you to enter split commission on an order between two salespeople.
% Split	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/2^nd slsp flag in SO Static Control must be set to 2-Second Salesperson or B-Both (2^nd salesperson and inside salesperson.
Inside Salesperson	The salesperson code to indicate who is entering the order on the primary salesperson’s behalf. To access this field, the Inside/2^nd 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.
Department	If your company uses department numbers, the department in which this order is being entered.
Route	If your company uses the FACTS Routes system, the route code that indicates the delivery route on which this order should be delivered.
Job number (*for Job Cost users)*	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.
Service Type	Only available in Service Order Entry.
Partial Invoice	Only available in Service Order Entry.

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