Order Entry 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. This procedure 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. In the Doc/Cust field, enter the sales order # to assign to this document or the customer for the sales order.

$image\pinpurpl.gif$ Tip: The system automatically creates a document number once you complete the header. At that point, the document number appears in the title bar along with the customer’s name. You can also assign a document number manually if you prefer. You can select the File-->New Document to access the Add New Document dialog box, where you can manually enter the new sales order number.

Credit Check Note: The system performs a customer credit check for each customer during Sales Order entry programs based on the Credit Limit value and the number of Credit Check Days entered on the Accounting tab of Customer F/M. For additional credit check processing details, such as disputed invoice processing, adding customers on-the-fly, or displaying customer aging , refer to the Customer Credit Check topic.

Search Tips:

Press F2 or $image\find.gif$ to perform a search for customers. Refer to the Customer Search topic for details about searching for customers.

To enter a new customer for the sales order, you can select the $image\add.gif$ button to access the Quick Customer Add dialog box, which is used add customers on-the-fly. After you finishing information in the Quick Customer Add dialog box, the system asks if you would like to add a FaxLink record? Select Yes to access the Quick Fax Record Entry dialog box and add faxing information.

When a new customer is added by using the F1-Add feature in the order entry programs, the customer credit check field value is loaded from the default in the AR Static Control record. You cannot enter credit check information this screen. If you need to modify the customer credit information, access AR Customer F/M.

Document

Press F3 or select the $image\opendoc_shg.gif$ icon to perform a document search.

2. Hot Ship

Select the Hot Ship checkbox to control picking priority in Radio Beacon.

3. Ship-to

Modify the ship-to code (this code displays from the customer’s default information) where the order should be shipped. The system displays the full ship-to address. If the ship-to code is missing in the Customer F/M, the system stops at the Ship-to field and requires you to enter the ship-to code before you can continue with the order.

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.

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

4. Ordered

The system displays the current date as the default for the date on which the order was placed; you can modify this field.

5. Requested

The system displays ASAP as the default for the date on which the customer wants the order to arrive. You can select the $image\asap4.gif$ to change the value in this field to ASAP.

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

6. Terms

Enter the code representing the payment terms extended to this customer. This field defaults to the terms code entered in the customer’s master file. Press F2 or choose the $image\find_shg.gif$ button to view the list of terms codes available in the system.

7. Ship Via

Enter the ship via code indicating the method of shipment the customer requested. You can enter a ship via code in the customer’s master file so it automatically appears when you enter the customer’s code. Press F2 or choose the $image\find_shg.gif$ button to view the list of ship-via codes available in the system.

Ü Changing the ship via in the header on a document with existing lines will not change the ship via values on existing line items.

To globally change ship vias on all existing lines for a particular warehouse:

Choose View-->Shipping Warehouses. You can edit the warehouse by selecting the Edit icon and entering a new warehouse to change the ship vias for all existing lines for a particular warehouse. You can select Ship Complete to enter a new ship complete status for the specified warehouse.

Processing Note for Orders Imported from eStorefront

When the order comes into FACTS with the ship-to name starting as "PICK UP:" the ship via that is sent from eStorefront is replaced with the pickup location ship via from the initiating warehouse of the order (eStorefront currently only allows for a single shipping warehouse). The system creates a temporary ship-to using the ship-to information from eStorefront and uses the tax code from the warehouse record on the order.

If either the ship via or the tax code are invalid, the order is rejected and the system does not attempt to determine some other values for these fields.

When a pickup location is selected, the warehouse’s name and address are put into the ship-to name and address fields on the order. The name is preceded by "PICK UP", and the ship-to name and address fields are then not able to be changed by the user. The ship via field is removed from the checkout screen.

8. Ordered By

Enter the name of the person who placed the order. Press F4 to backup to the previous field. Orders converted from quotes default to the name of the person that entered the quote.

9. Freight code

Indicate how the customer will pay for freight on this order. The options are P-Prepaid, C-Collect freight, B-Bill later or A Prepay/Add. The program defaults to the freight code selected in the customer’s file.

9. Salesperson

Enter the salesperson code assigned to this customer. The program defaults to the salesperson/territory code assigned to the Ship-to code (Accounts Receivable-->File Maintenances-->Ship-to F/M). Press F2 or choose the $image\find_shg.gif$ button to see a list of salesperson/territories in the system.

When the salesperson code changes, the system recalculates the commission percentage for all lines that are NOT flagged as commission user override.

10. Inside Salesperson

Enter the salesperson code to indicate who is entering the order on the primary salesperson’s behalf. To access this field, the Inside/2^nd slsp flag in SO Static Control must be set to I-Inside Salesperson or B-Both. Commission cannot be split with an inside salesperson in FACTS. Press F2 or choose the $image\find_shg.gif$ button to see a list of inside salespersons in the system.

Order Entry Header Information

Field Descriptions

See Also: