Completing sales orders footers

  1. Click Sales Orders>Order Entry.
  2. Specify the order number and click Done to display Footer for Document dialog box. Refer to Creating sales order headers and Adding items to sales orders for step-by-step instructions.
  1. (Optional) In the Memo field, enter the memo line that prints on the pick ticket.
  2. (Optional) Click Backup if you need to change any items or header information or Deposits/CC Preauths to access to the Deposit/Payment Entry window.
  3. Choose OK in the Footer window to finish the order.
  4. In the Frt Method field, the system displays 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. 
  5. In the Freight $ field, 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. The Discount Percentage, Tax Code and Rate display and are not modifiable.
  6. Click OK to access the Print Ticket Window.
  7. Complete this information.

Print Pick Ticket – You have these options. N-Do not print pick ticket now. , Y-Print pick ticket now. , P-Print pick ticket and pack list now. or, H-Place the document on hold, which may be necessary if the order put the selected customer over its credit limit. Documents put on hold can be released in the SO Hold Selection program (Sales Orders>Orders>Hold Selection). Press F1 to make your Print Pick Ticket response the default answer for the next pick ticket you create. Click Save to make your selection the default.

 Multiple warehouse users: If you select Y-Print pick ticket now and no print ticket exists for the initiating warehouse, a message displays to the 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.

 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.

(Optional) Bill of Lading – Check the box to print the bill of lading now also. Click Save to make your selection the default.

Print Acknowledgment– Check the box to print the acknowledgment as well. Click Save to make your selection the default.

Print Prices-– Check the box to print the item pricing information on the acknowledgment. Click Save to make your selection the default.

  1. Click OK.
  2. The system returns you to theDoc/Cust field, where you can enter another sales order or click Done exit the program.

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