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Documentation > MAC-PAC Reference Library > Distribution > Order Processing > Screens > Quote Order > OP100S81 - Function Select

OP100S81 - Function Select

 

 

WILLIAMS                      ORDER PROCESSING                         6/08/94

 DSP01                     QUOTE ORDER MAINTENANCE                       SELECT

                                                                                

 Company/Warehouse  001 BEL                                                    

 Bill-to Customer   A-1                                                        

 Ship-to Customer                                                              

 Ordered-by                                                                    

 Order Type         C                                                          

 Order Number                                                                   

 Maintenance Code   1                                                          

                    1 - Add A Quote Order                                      

                    2 - Change A Quote Order                                   

                    3 - Close A Quote Order                                    

                    4 - Change Reason Code On Closed Quote                     

                    5 - Reopen A Closed Quote                                   

 Cust PO                                         Requested Dock Date           

 Control Quantity                                Consol Invoice                

 Release Interval                                Blanket Schedule              

 Num of Releases                                 Dir Dist Flag       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     

                                                                               

 

 

The Quote Order Maintenance Function Select screen is used to identify the company, warehouse, customer and order type for a quote order.  If the Expert Configurator module is installed, it is also used to specify whether the order is a configured order.  The order number may be entered when adding an order, and is used to maintain existing orders.

COMPANY/WAREHOUSE

Required (add).  Used to define the selling company/warehouse for the quote order.  The company/warehouse must have an associated warehouse description.  You must have the proper authority for the company/warehouse.

BILL-TO CUSTOMER

Required.  The customer who will be billed for the order, if the quote is realized.  Quoted prices and terms are based on information for this customer.  Billing information must be defined on the Customer Master File before a customer can be used as a bill-to location.  This field defaults from the default bill-to customer that is defined on the Customer Master File for the ship-to customer.

SHIP-TO CUSTOMER

Optional.  The customer location where the ordered goods will be delivered.  The quote acknowledgment will be sent to this customer.  If you leave this field blank, it will default to the value in the Bill-to Customer field.

Any customer already defined in the system may be specified as the ship-to customer.  To define a new ship-to customer at this time, press F20-Add Ship-to.  This function key accesses the Customer Master Maintenance conversation.  After you enter information for the new customer, you will return to this screen.

Depending on the flag set on the bill-to customer's Customer Master File record, you may be required to enter a bill-to/ship-to combination for which a relationship has already been defined.

ORDERED-BY CUSTOMER

Optional.  A memo field used to identify the customer who placed the order.  The field is validated only if the validate option is specified on Reference File category 447.  If the field is validated, any customer number entered in this field must exist on the Customer Master File.  (To define a new customer from this conversation, press F20.)  This field defaults to the default ordered-by customer that is defined on the Customer Master File for the ship-to customer.

ORDER TYPE

Required.  Displays the order type of the quote order.  Valid values are C - regular orders and B - blanket orders.

ORDER NUMBER

Required.  Provides unique identification for a quote order.  For an add transaction, the order number is either system assigned, or must be entered manually (depending on the system default).  For a change transaction, the order number must already exist, and cannot have a closed status.  You must be authorized for each of the selling and sourcing warehouses.

MAINTENANCE CODE

Required.  Must be one of the options listed on the screen.  Any quote can be reopened and all reason codes except 'Realized' can be changed.  Once a quote order has been 'Realized,' neither the reason code nor the quote order information can be changed.  However, a 'Realized' quote can be opened or closed without restriction.

CUSTOMER PURCHASE ORDER NUMBER

Optional.  Used as a reference to the customer's purchase order number.  This value is displayed on the order paperwork.  It is also displayed in the Quote Order Inquiry Conversation when a listing of orders for a customer is requested.

REQUESTED DOCK DATE

Optional.  Indicates the date the customer wants the goods to arrive on their dock.  If entered, this date must be greater than or equal to the order date.  This date, if entered, is used in calculating the required ship date.

CONTROL QUANTITY

Optional.  If entered, a warning message will be displayed on the Quote Order Summary window or Totals window whenever the total order quantity does not equal the control quantity.  The control quantity can only be entered for an add transaction.

CONSOLIDATED INVOICING FLAG

Optional.  This field indicates whether you want to automatically create an invoice for this order at shipment time or whether you want to be able to group it with other shipments (for the same bill-to customer) on a consolidated invoice.  Valid values are:

Y - Consolidated invoicing desired for this order.  Orders will be shipped without automatic invoice generation.  This order can be billed collectively (following shipping) through the Consolidated Billing conversation.

N - Consolidated invoicing not desired for this order.  An invoice will be created automatically when the order is shipped.

If nothing is entered, a value will default from the customer record associated with this order (the customer default is established on the Customer Master Maintenance Billing screen).  Once entered, the flag can be overridden in this conversation as well as the Shipping/Billing and Blanket/Backorder Release conversation.

RELEASE INTERVAL

Required for blanket orders when Blanket Shipment = N.  Defines the number of days between each release of a blanket order.

BLANKET SCHEDULE FLAG

Optional for blanket orders.  For blanket orders, this field indicates whether you want to specify a schedule of shipments for each blanket order line.  You may define a default value for this field on Reference File category 413.

Valid values are:

Y - Blanket shipment scheduling requested.

N - Blanket shipments are based on release interval and number of releases.

If blanket shipment scheduling is requested, information entered in the Release Interval and Number of Releases fields will be overridden.  If blanket shipment scheduling is not requested, these two fields are required.  If you are entering a blanket order in Quote Order Maintenance, then the blanket will not be entered until after the quote is converted.

NUMBER OF RELEASES

Required for blanket orders when Blanket Schedule = N.  Defines the number of releases for a blanket order.  The release quantity is calculated by dividing the order quantity by the number of releases.

DIRECT DISTRIBUTION FLAG

Optional.  This field indicates whether or not this order (when converted into a sales order) will be shipped from the sales office to someone other than the transaction customer.  Valid values are:

Y - Yes this order will be shipped to the end customer of a direct distribution relationship.

N - No this order is not part of a direct distribution relationship.  The items ordered will be shipped to the transaction customer.

REASON CODE

Required (close).  Used to define why the quote order was closed.

CONFIGURE ORDER

Required.  Used to specify whether this order will contain lines generated using rules defined in the Expert Configurator module.  Entering a Y (yes) will allow both configured and non-configured parts to be ordered.  Entering an N (no) will limit this order to non configured parts.  The default value for this field exists on Reference File category 418.

COMMAND KEYS

Enter - Process request.

F2    - Display a window where a fast path option or mnemonic can be entered.  Fast path allows the next menu selection to be made directly from this screen.  When the window is displayed, pressing F3 will remove it.

F3    - Exit program and return to menu.

F4    - Used to list valid values for field prompted.

F8   - Enter the Quote Order Copy Window program. This program will create a new quote based on the information in an existing quote order.  If the existing quote order is closed, or if any of its lines are closed, the new quote  will be open with all lines open.  For configured quotes, all option values will be copied without intervention from the Expert Configurator module.  Therefore, it is advisable to maintain any configured lines in order to ensure accurate option information.  Line maintenance will force configuration to be executed using current rule information.

F9    - Enter the Quote Order Inquiry program (OP820S01).

F14   - Enter the Quote Order Maintenance Options window.

F15   - Clear all fields that you have just entered in order to enter new data.

F20   - Enter the Customer Master Maintenance Program to add a ship-to customer.

F24   - Display additional command keys that are valid for the current screen.