image\sos200_shg.gif Orders Subsystem Overview

Programs on the Orders menu enable you to enter, correct, place on hold and print orders in the system.

The Orders menu contains these programs:

Order Entry, which is used to enter, correct and view orders in this program.

Pick Ticket Print, which is used to print and reprint orders through in this program. You can correct and reprint pick tickets (or printed orders) as often as needed until you confirm the order and convert it to an invoice. If an order includes shipments from multiple warehouses, you can set the system to print pick tickets in the initiating, shipping or both warehouses.

Bill of Lading Print, which is used to print bills of lading for orders, past invoices or warehouse transfer tickets.

Hold Selection, which is used to selectively put orders on hold, regardless of the credit limit, or remove the hold from the order so that it may be processed.

Commit Backordered Quantities, which is used to update backordered items on sales orders when the items become available again in inventory.

Item Shipment Approval, which is used to release lines that are on-hold because the order take did not have security rights to the initiating and/or shipping warehouse, on multiple warehouse orders. Items can be viewed in item or document order.

Operating Tips and Suggestions

How sales orders affect inventory

As you enter items on an order, FACTS automatically commits those items in the selected warehouse. That means that the items are now committed to the customer indicated on the sales order. For tighter inventory control, however, you can override the committed amount and set the ordered quantity to backordered until the order is confirmed in the warehouse.

As you enter items, FACTS displays item availability in the selected warehouse. If the items are not available at the time they are being ordered, you can tell FACTS to backorder them if allowed, and you can tell FACTS to automatically create a suggested purchase order or a suggested transfer for the item. If multiple warehouses on an order are allowed, the user may be able to order items from another warehouse. If a user does not have rights to order items from the initiating or shipping warehouses, FACTS places the line-items on hold. Authorized users set in Warehouse Code F/M can release the items with the Item Shipment Approval program.

Pricing flexibility

FACTS displays all prices available for an item — and the customer — in the Price Options window while you are in the Price field during order entry. From the Price field, you can also perform a Price Search or you can manually override the price options by simply entering a price in the price field. The Order Entry program enables you to select a different pricing unit of measure than the ordered unit of measure.

Printing from Order Entry

At the end of the entry program the order can be printed immediately or saved in a file for batch printing. A printed order is referred to as a print ticket.

A bill of lading (BOL) for the order can be added and printed later. If the order sends the customer over their credit limit, a message may flash on the screen indicating this to the user. If the user has set the system to place orders on hold if the customers are over their credit limits, the order does not print until the document has been taken off hold.

See also

Order Confirmation.. This program enables you to confirm and convert orders to invoices.

Blanket Sales Order System. While Order Entry lets you enter individual orders, create standing orders automatically by using the Blanket Order Sales System. Use this system to enter and edit blanket orders that consist of multiple shipments per item based on a schedule or on will call.

Suggested PO Entry. You can enter warehouse shipments and direct shipments from manufacturers on sales orders. If an order includes a direct shipment, FACTS asks if you want to create a suggested purchase order in the Purchase Orders subsystem.

Suggested Warehouse Transfer. If ordered items need to ship from one warehouse but are stocked in another, FACTS asks if you want to create a ticket.