Use this screen to manage item standard orders for a customer. You can also create customer standard orders based on ship-to location.
Negative item quantities and temporary items are not allowed.
Prices and costs are factored when the standard order items or entire standard orders are added to sales orders.
Temporary ship-to locations and document-type ship-to locations are not allowed.
You can perform these tasks:
These features are available:
From the Customer prompt you have these search options:
F2 - Customer search
When searching customers, click By Ship-to to display the Customer by Ship-to.
F3 – Standard order search for customers with standard orders on file.
These Sort By options, S-Standard order search and F-First standard order search, allow you to display all standard orders on file or only the first standard order for each customer having a standard order on file. You can use the filter options to specify a customer to display only that specific customer’s standard orders on file (for all ship-tos).
Using F3, and making a selection, automatically populates the Ship-to prompt and the lines on file for that customer and ship-to.
From the Ship-to prompt you can select F1 - for “SAME” ship-tos. You have these search options:
F2 - Search for all ship-tos for the selected customer
F3 - for the ship-tos having standard orders on file
The Copy To feature allows you to create standard order lines within the standard order file, based on the lines shown by customer and ship-to. You can copy standard order lines to another standard order. See Copying standard orders.
The Remove From feature allows you to delete standard order lines within the standard order file, based on the lines shown by customer and ship-to. You can delete standard order lines from other standard orders by customer, ship-to or all ship-tos. You can broaden deletion process by ignoring the item quantity and /or UM for the selected standard order line. For example, if you wanted to remove item I100 from every standard order on record, you could check the Ignore Quantity and Ignore UM boxes to remove all matching item number’s regardless of quantity and /or UM.
If you only wanted to remove specific memos, specific quantities, and/or specific UMs, leave these check boxes unselected. By mixing and matching the check box selections you can manage a vast array of values throughout the standard order files. See Removing standard orders.
The File>Delete Document menu option has an additional option to delete all standard order records for the same customer. If you select YES-Delete at the Delete the entire document? prompt, you can check the Delete all standard orders for this customer box to remove all standard order records for this customer.
In Order Entry (SOE210), standard orders are available from the Side Bar. You can create standard orders on-the-fly in Order Entry.