The Order Confirmation program tells the rest of the FACTS system what was pulled from inventory, what was shipped, what was back ordered, what the final freight and handling charges were, the amount discounted from the order and how much tax was charged for each order. Once you complete the confirmation process, this program converts the order to an invoice.
To access this program, click Sales Orders>Invoices>Order Confirmation.
Confirming Orders with Multiple Warehouses
If the document has lines shipping from multiple warehouses, the system prompts you to select which warehouses to confirm. After you select warehouses, the system checks for shipment eligibility for each of the selected warehouses individually. If any warehouse does not meet requirements for shipping, the system displays one message listing all ineligible warehouses with the option to confirm anyway. If the pick ticket prints consolidated and all warehouses are selected, the system evaluates all warehouses individually and all warehouses are ineligible to ship, the system displays a message indicating all warehouses are ineligible. If you select individual warehouses to confirm, each will be evaluated separately and any that are not eligible to ship display in one message listing all the warehouses.
The Order Confirmation (SOE320) program does not allow confirming of orders that have been sent to Radio Beacon. The upload stock picks program does that for you.
To exit this program:
1. Complete any document you have open.
2. Choose Done or select File>Exit.
Sync Order Confirmation with Item, SO Customer, AR Customer and Vendor Inquiries (formerly SO Quick Look).
The Order Confirmation screen is divided into three sections: the header portion where you specify the customer or document that the confirmation is for, the line item portion where you confirm items, quantity and pricing information for the sales order, and the footer window where you specify final fields prior to confirming the sales order.
The upper portion of the screen is called the header portion where you specify the customer or document that the confirmation is for.
Click field descriptions for information on each field.
Refer to these procedures for more information about Order Confirmation header processing:
Confirm an order
Open a document in confirmation
The lower portion is called the line item portion where you confirm items, quantity and pricing information for the sales order. The program automatically switches to confirmation mode once you complete the header.
Click field descriptions for information on each field.
Refer to these procedures for more information about Order Entry item processing:
Add a line
The ending routine consists of final fields prior to confirming the sales order. The ending routine is not accessible if you have not confirmed line items for the order.
Click field descriptions for information on each field.
Automatic Freight Calculations and Quoted Freight: In Order Entry, Confirmation Entry and Direct Invoice Entry, FACTS provides automatic freight calculations using freight schedules or quoted freight, based on control settings in Ship Via F/M, AR Customer Maintenance and SO Static Control F/M (SOF980). Refer to the Automatic Freight Calculations and Quoted Freight topic for details.
Tip: Edit the SO Entry Options F/M to skip unnecessary fields.
To return to the main entry screen, choose Backup at the bottom of the screen.
For more information about entering freight and handling charges, processing over payments and remaining deposits, or entering multiple payments, refer to the topics below:
Print an invoice from confirmation
Invoice Processing for over payments or remaining deposits
Designating items for direct ship
Confirming serial and lot items
Creating BOM items (kitting, on-the-fly)
Using the Job Cost Entry window