Order Confirmation Header Information

How To

Use the Order Header section to enter the order number, customer, ordered and request dates and other general information. This window contains all the possible fields for the Order Entry Header.

$image\pinpurpl.gif$ Tip: When you press Enter or Tab when entering information, the additional fields that appear, such as Ship Via Code, an inside salesperson code, etc., depend on the settings selected in SO Entry Options F/M. The Changing header information in Order Confirmation topic details all possible entries. Most of these entries already display default information; you can modify these values.

Field Descriptions

Use the following field descriptions to enter information for an order header:

1. Document
You can enter the sales order # that you want to confirm. You can press F2 or select the $image\opendoc_shg.gif$ icon to search for documents.

The Assume Shipment window appears after you open a document in Order Confirmation. Select the shipping options for confirmation. Refer to the Choosing a confirmation method topic for details. Choose a confirmation method from the following:

Y-Assume shipment all committed quantities

N-Backorder all committed quantities

C-Leave all committed quantities as committed

B-Confirm the order line by line.

Note: If multiple warehouses exist on the order, you must select the warehouse or warehouses to confirm before you can select a confirmation method. Select a warehouse to confirm if more than one warehouse appears on the order.

(Optional) Based on settings for Confirmation in SO Entry Options F/M, the system displays a window for entry of the invoice date and ship date for the order you are confirming.

After you select a confirmation method and, per your settings in SO Entry Options F/M for confirmation, enter the invoice date and shipped date, the system displays the customer code and information for the order.

2. Ship-to

The system displays the ship-to code entered on the sales order along with the full ship-to address. Edit the ship-to code, if necessary.

If a customer requests to have an order shipped to an address other than its usual shipping address, select the $image\temp.gif$ icon to use the Temporary Ship-to feature to facilitate this request. You can press F2 or select the $image\find_shg.gif$ icon to search.

Creating a temporary ship-to address

1. Press F3 in this field or the $image\temp.gif$ icon.

2. In the Ship-to Address window, enter the alternate ship-to information.

3. Choose OK to return to the main entry screen. Notice that TEMP now appears in the Ship-to field, rather than SAME.

3. Invoice

The confirmation date, usually the system date

$image\ebx_-551227202.gif$ Price Level: The system displays the price level information in the upper portion of the screen.

4. Shipped

The date the order ships to the customer. The system displays the current system date as the default.

Order Confirmation Header Information

Field Descriptions

See Also: