Order Confirmation Menu Options

This option is disabled in Confirmation. You can only open documents. You cannot create them.

Enables you to open and edit an existing document created in Order Entry.

In Confirmation, you can delete a document if you are confirming all warehouses on a document. If you are performing a partial confirmation, the delete option is not available.

Enables you to add 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.

Enables you to change the ship via for a shipping warehouse once lines have been entered for a warehouse.

The Shipping Warehouses window displays the warehouse number, its description, the number of line items designated to ship from that warehouse and either a direct ship or the ship via code assigned for that warehouse.

Displays all item classes on the document and the number of line items in each class and class. This view also breaks down the document total by class.

Displays totals for weight, units, cost, merchandise, sales tax and miscellaneous sales.

Displays the Warehouse/Item window (SOC070) to view warehouse quantity information during SO line item entry or from the Pricing view of Customer Inquiry. For the specified item, you can view the available, on-hand, and on-order quantities, as well as long- and sort-term surplus and average lead time, in each warehouse.

Displays the Past Order Status Change Inquiry with the status change log for this particular document. This option is available when a document has been loaded.

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 the customer's purchase history for a selected item. The history includes the purchase date, invoice number, the quantities purchased and in which units, the price per unit and the pricing unit of measure.

Displays quotes on file for a selected customer or item and shipping warehouse. In addition to the quote number and title, this view shows which customer the quote is for, when the quote was entered and when it expires, as well as item quantities, prices and extended prices.

Displays committed quantities for a selected item. Choose to view sales orders, warehouse transfers, manufacturing tickets and equipment rental contracts (for Service & Repair users).

Displays any purchase orders, and for BOM items, any manufacturing tickets on file for the selected item. Enables you to view the quantities on order for this item.

 Displays the expected changes in an item's balance in a warehouse. The Timeline corresponds to the four existing time line alerts: Purchase Orders too late for demand, Transfers too late for demand and Purchase Orders too early for demand, Transfer too early for demand. The parameters for these four alerts are set in the Replenishment Parameter F/M program parameter, "Alert on Product Arriving Too Early / Too Late". The Timeline view is available even if this parameter is not setup. Note: This view does not reflect seasonal changes in usage, so it should not be relied upon for projected shortfalls or overstocks for seasonal items.

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 in the browser. 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.

Toggle this window on or off as needed. The window displays while you are adding or editing a line item in the line item entry section of the main SO entry screen. It displays all the available pricing options for this item, including any contract pricing, list prices, quantity breaks, level pricing etc. while you are in the price field.

Toggle this window on or off as needed. The window displays while you are adding or editing a line item in the line item entry section of the main SO entry screen. It displays the available, on hand, committed, on order and back-ordered quantities for the item you are entering.

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

Provides access to all the line entry fields available for sales order documents. See Using Line Detail section.

Enables users with password authorization to take lines off of hold status. Line approval is necessary in systems using multiple warehousing where certain users are not authorized to ship items from certain warehouses.

Accesses the Deposit/Payment Entry window so you can place deposits on the order.

Allows you to track lost sales on items. Lost Sales functionality is only available if the Lost Sales check box is selected on the Use Features tab of SO Static Control F/M (SOF930). 

Enter the item number, description, the quantity, UM, price and the reason code. Click OK to return to the main SO entry screen.

The Lost Sale Entry option can be triggered automatically. If you reset the order quantity from the original order quantity entered, but the shipped, back-ordered and committed quantities do not equal the new order quantity. The program prompts you to specify Y or N to indicate whether to post the difference (original order quantity minus new reset order quantity) to lost sales. If you specify Y (and the Use Lost Sales flag is selected in SO Static Control) the Lost Sales Entry window displays. The program defaults to Y.

Note: Reason codes are created and maintained in the Lost Sales Reason Code F/M (Sales Orders>File Maintenances>Lost Sales F/M).

Allows you to search for substitute items.

Allows you to view all of places (sales orders, production, and transfers, for example) in FACTS that the current customer or item exists.

Allows you to view and change vendors for line items.

Allows you to search for items by item number, item interchange, item class or UPC number. You can press the Alt Look button on the Item Search to display warehouse quantities, item catalog search, service item search, or standard part number search.

You can also access the Item Search by pressing F2 at the Item Number field.

This option is only available when from the Item Number field.

Allows you to search for items according to customer references.

This option is only available when from the Item Number field.

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

This option is only available when from the Item Number field.

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 F/M.

Allows you to look up equipment codes on file in the Service & Repair module.

This option is only available when you are entering an item number and if the Service & Repair module is activated.

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.

Allows you to create a record for a new piece of equipment. This record can be accessed later from the Service & Repair Equipment F/M.

This option is only available when you are entering an item number and if the Service & Repair module is activated.

When receiving goods, this option accesses Returns Entry, where you can specify the quantity that was received back from the customer for each item. When done, the return goods credit memo and customer replacement sales order will be created and status flags for the vendor return and vendor replacement will be set.

Allows time entry against a service ticket or several tickets by technician.

Allows single time entry for a technician and equally divide that time across all of the service tickets.

Allows an easier way to close multiple service tickets on the same document.

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

Opens the Order Entry program.

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

A check mark displays to indicate this program is in use.

Opens the Direct Invoice Entry program.

Opens the Credit Memo Entry program.

Opens the Counter Sale Entry program.

Opens the on-line help system.