Use the Counter Sale Entry 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 Counter Sale Entry Header.
Tip: When you press Enter or Tab when entering quote 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.
Use the following field descriptions to enter information for a counter sale header:
1. Doc/Cust
Customer
The customer number for the order confirmation.
In this field, you can enter the customer code or document number. You can press F2 or select the
button to search for a customer code. Refer to the Customer Search topic for details about searching for customers.
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.
To enter a new customer for the sales order, you can select the
button to access the Quick Customer Add dialog box, which is used add customers on-the-fly.
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
You can enter the counter sale # that you want to open. You can press F3 or select the
icon to search for documents.
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
icon to use the Temporary Ship-to feature to facilitate this request. You can press F2 or select the
icon to search.
Creating a temporary ship-to address
1. Press F3 in this field or the
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.
Price Level: The system displays the price level information in the upper portion of the screen.
3. Invoice
Enter the confirmation date, usually the system date.
4. Shipped
Enter the date the order ships to the customer. The system displays the current system date as the default.
Creating BOM items (kitting, on-the-fly)
Using the Job Cost Entry window
Using the Price Search feature
Counter Sale Entry Line Item Information
Counter Sale Entry Footer Information