............................................................. 8/01/94
: ORDER COPY PROMPT : SELECT
: :
: Copy from Quote/Sales Order (Q/S) :
: or :
: Copy from History using cutoff date 0/00/00 :
: :
: Copy All Lines N Copy Comments N :
: :
: Copy Prices Y Display Options N :
: :
: Copy Dates Y :
: :
: :
: :
: F3=Exit F4=Prompt : Date
: :
: : le
:...........................................................: N
Reason Code Configure Order N
F2=Command F3=Exit F8=Copy Order
F9=Inquiry F14=Maint Options F20=Add Ship-to Cst F24=More Keys
............................................................. 8/11/94
: QUOTE CONVERSION : SELECT
: :
: Copy from Quote/Sales Order (Q/S) Q :
: :
: Customer PO Number :
: :
: Copy All Lines Y Copy Comments Y :
: :
: Copy Prices Y Display Options N :
: :
: Copy Dates Y Close Quote Y :
: :
: Sales Order Number :
: :
: F3=Exit F4=Prompt : Date
: :
: : le
:...........................................................: N
Multi-Site Order N Configure Order N
F2=Command F3=Exit F7=Convert Quote F8=Copy Order
F9=Inquiry F14=Maint Options F20=Add Ship-to Cst F24=More Keys
This window will provide you with three areas from which to copy:
1) Copy from an existing quote order
2) Copy from an existing sales order, including standing orders
3) Copy based on sales history (any sales order line entered after the cutoff date)
Two unique windows will be displayed depending on the command key you select on the Sales Order Entry Function Select screen. By pressing F7=Convert Quote, the Quote Conversion window will be displayed. This window converts existing quote orders into sales orders. By pressing F8=Order Copy, the Order Copy Prompt window will be displayed. This window can either be invoked from the Sales Order Entry Function Select, Multi-Line, or Single Line screens. When this window is invoked from the Order Copy command key, all of the options listed above will be available.
If the Copy All Lines option is set to 'N' (no), the Order Copy List window will be displayed. This window list all of the lines for the selected quote, sales order, or range of history as requested on the Function Select screen.
When this window is first invoked, the processing will check to see if the customer has a default order specified on the Customer Master File. If it does, then this order number will default into the Order Copy Prompt window.
COPY FROM QUOTE/SALES ORDER FLAG
Optional; required in Quote Conversion mode. This field allows you to either enter an existing quote order or an existing sales order. Enter either an 'S' for sales order or a 'Q' for quote order.
QUOTE ORDER/SALES ORDER NUMBER
Required. The unique number assigned to the sales order or quote order.
COPY FROM HISTORY USING CUTOFF DATE
Optional. This field is only displayed in the order copy mode. It allows you to copy an order based on sales history. Any sales order line entered after the cutoff date will be copied.
CUSTOMER PURCHASE ORDER NUMBER
Optional. This field will only be displayed if the program is called in quote conversion mode. It will be displayed on the same line as the Copy From History field. This field reference's the customer's purchase order number, and is displayed on the order paperwork as well as in the Sales Order Inquiry conversation when a listing of orders for a customer is requested.
COPY ALL LINES
Required; must be 'Y' (yes) or 'N' (no). This field is display only in quote conversion mode. If this field is 'N', then the Order Copy List window will be displayed so that you can select the sales order lines to copy to the Multi-Line screen. If this field is 'Y', then all sales order lines will be copied to the Multi-Line screen.
COPY COMMENTS
Optional; display only in quote conversion mode. This field allows you to copy comments from one order to another.
COPY PRICES
Optional; display only in quote conversion mode. This field allows you to copy all price-related information from one order to another. Prices will only be copied if the currency of the new order is the same as the line being copied. The price copied is the default price. For configured orders, if this flag is set to yes, the copied price will override the Expert Configurator rules calculated price for all lines copied. Any changes made to the configured lines after the initial copy will result in the price being recalculated by the Expert Configurator rules.
DISPLAY OPTIONS
Required; must be either a 'Y' (yes) or 'N' (no). This field will be used for configured parts. If you choose to display options (Y), you will go through the configurator and the options from the line that you are copying will be defaulted. If you choose not to display options (N), then the configurator will process the options defaulted from the copied line without displaying any screens.
You have the ability to change the Display Options flag in Quote Conversion.
SALES ORDER NUMBER
Optional. This field will only be displayed if the program is called in quote conversion mode. The unique number used to identify the sales order.
CLOSE QUOTE
Required; must be a 'Y' (yes) or 'N' (no). This field will only be displayed if the program is called in quote conversion mode. It defaults to 'Y' but may be changed during entry. When this field is 'Y', the quote order header will be closed. When this field is 'N', the quote order header will be left open for future quote order conversions.
COPY DATES
Required. Indicates if you wish to copy the shipping dates from the original order or quote to the newly created order. The shipping dates include the requested dock date, required ship date, promised ship date, and expected receipt date. If the Copy Dates field is set to Y-Yes, the shipping dates are copies to the new order at both the header and line level.
COMMAND KEYS
F3 - Exit program and return to screen.
F4 - Display a list of values for the field where the cursor is positioned. If you select one of the items from the list, it will be returned to the application screen.
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