Order Entry Header Detail Window

Field

Entry

Customer

The customer number is display-only information in the header detail window.

After you complete the header section on the main entry screen, the only way to change the customer is to delete the document and re-enter it.

Ship-to

The ship-to code entered on the main screen appears along with the full ship-to address. Edit the ship-to code here or on the main screen, if necessary.

If a customer requests to have an order shipped to an address other than its usual shipping address, use the Temporary Ship-to feature to facilitate this request.

Creating a temporary ship-to address

1. Press F3 in this field or choose the Temporary button next to this field.

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.

Reference Number

Enter up to 15 characters of customer reference information, such as the name of the person who placed the order or the PO number generated on the customer’s system. If the PO required flag is selected in Customer F/M. You must enter a reference number.

Initiating Warehouse

Enter the warehouse from which the items on this order are shipping. If your system uses multiple warehousing, enter the warehouse from which this order initiated.

Press F2 or choose the Search button to see the list of warehouses.

Ordered Date

Enter the date on which the order was placed, usually the system date.

Request Date

Enter the date on which the customer wants the order to arrive. The default entry is ASAP.

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 Search button to view the list of terms codes available in the system.

Purchase Order

Enter the number of the internal purchase number tied to this invoice, if applicable.

Default 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.

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 select Chng Ship Via to change the ship vias for all existing lines for a particular warehouse. You can select Ship Comp to enter a new ship complete status for the specified warehouse.

Ordered By

Enter the name of the person who placed the order. Press F4 to backup to the previous field.

Ship Complete

Enter the default ship complete status for the initiating warehouse, or press F4-Backup to return to the preceding field.

You can select from the following options:

N Allow Partial--Indicates you want to allow the shipped quantity to be less than the ordered quantity for the initiating warehouses for this order.

Y Ship Complete--Indicates you want to allow the quantity ordered must be the same as the quantity shipped for the initiating warehouses, all lines must ship complete for the specified customer.

B Balance Complete—Indicates you want to allow all lines to ship partial in the first shipment for the initiating warehouse, but the backordered quantities must be shipped complete. Once the warehouse is processed through the DSR, the line is changed to ship complete.

Refer to the Ship Complete Feature Overview topic for details.

Order Priority

Enter the default order priority, or press F4-Backup to return to the preceding field. You can select from the following options:

N Normal—Indicates that orders for this customer have no special priority.

R Rush—Indicates that you want to advise the warehouse, via the pick ticket, that this customers orders are rush orders.

H Service Hold—Indicates that you want orders for this customer not to be shipped due to a non-credit-related reason.

Field

Entry

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.

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 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.

2^nd Salesperson

This field enables you to enter split commission on an order between two salespeople. Enter the salesperson code or press F2 to search salesperson/territory codes. To access this field, the Inside/2^nd slsp flag in SO Static Control must be set to 2-Second Salesperson or B-Both (2^nd salesperson and inside salesperson.

% Split

Enter percentage of the commission (up to 50%) the second salesperson receives on this order. The remainder of the commission goes to the primary salesperson. To access this field, the Inside/2^nd slsp flag in SO Static Control must be set to 2-Second Salesperson or B-Both (2^nd salesperson and inside salesperson.

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.

Department

If your company uses department numbers, enter the department in which this order is being entered. The program defaults to the department number assigned to the terminal you are using (see the main tab in SM Terminal F/M).

Route

If your company uses the FACTS Routes system, enter the route code that indicates the delivery route on which this order should be delivered.

Job number
(for Job Cost users)

Enter the job number and cost code for the selected customer. This field is only available if this order has been converted from a quote and the Use Job Cost is selected in SO Static Control. You cannot change the job number once it has been entered and items have been added to the order.

Service Type

Only available in Service Order Entry.

Partial Invoice

Only available in Service Order Entry.