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.

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.

This option is unavailable.

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.

Enables you to see all possible prices available for both the item and the customer, including the default price.

You also can access the Price Search feature by pressing F3 from the Price field.

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, transfers, and for BOM items, any manufacturing tickets on file for the selected item. Enables you to view the quantities on order for this item in the initiating warehouse.

 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. 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.

Displays pricing options during line item entry. You can toggle this display option on and off.

Displays warehouse quantity information during line item entry. You can toggle this display option on and off.

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.

Allows you to view and change vendors for line items.

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

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

Allows you to track lost sales on items. Enter the item number, description, usage, quantity, UM, price and the reason code. 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).

Allows you to import items from existing documents (quotes, orders or past invoices) This feature allows you to easily duplicate on one document (a quote, order or invoice) the line items on another document (quote, order or past invoice). Policy flags set in the Document Import Control F/M (SOF972) indicate whether or not you can duplicate lines from a document for a different customer and how the pricing gets updated when the import occurs. The system allows you to select the document type, reference number and default pricing option (if applicable) and then displays the Import Item Selection dialog box so you can select the items to import to the new document.

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, you can the Temp Items button 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 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.

A check mark appears 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 online help system.