Blanket Order Entry menu options

Allows you to manually enter document numbers. Otherwise, the program automatically assigns them as you complete the header of each document.

Enables you to open and edit an existing document.

Deletes the current document. The system deletes the line items and sets the header to deleted status. The document prints on the Daily Sales Register as deleted, providing an audit trail of assigned document numbers.

Adds a line item to the order

Enables you to insert a line item above the one selected in the item browser.

Deletes a line item from the order.

Enables you to search for a line item entered on the order by item number.

Allows you to look up alternate references listed for each item number.

Displays the customer's credit limit, balance, current amount due, amounts overdue (if any) and any aging information.

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.

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.

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

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.

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

Provides access to all the line entry fields available for sales order documents.

Provides access to the Blanket Order Release Request Entry (SOC711) program.

Accesses theChange Document Distribution window so you edit the request dates of a blanket order.

Allows you to search for items by item number, item interchange, item class or UPC number. You can also access the Item Search by pressing F2.

This option is only available when you are entering an item number.

Allows you to search for items according to customer references.

This option is only available when you are entering an item number.

Allows you to search for a catalog item by alpha lookup or catalog item number.

This option is only available when you are entering an item number.

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.

From the Past Sales Search screen, click Temp Items to 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 these 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.

Allows you to add an item to the system on the fly. The item can be accessed later from Item F/M.

This option is only available when you are entering an item number.

A check mark displays to indicate this program is open.

Opens the Service Order Entry program, if the Service & Repair module is activated.

Opens the Order Confirmation program.

Opens the Direct Invoice Entry program.

Opens the Credit Memo Entry program.

Opens the Counter Sale Entry program.

Opens the Blanket Sales Order Entry program.

Opens the Quote Entry program.

* Programs on the Go To menu are disabled while a document is open.

Opens the on-line help system.