WILLIAMS ORDER PROCESSING 6/03/94
DSP01 SALES ORDER MAINTENANCE SELECT
Company/Warehouse 001 BEL
Bill-to Customer A-1
Ship-to Customer A-1
Ordered-by
Order Type C
Order Number
Maintenance Code 1
1 - Add A Sales Order
2 - Change A Sales Order
3 - Close A Sales Order
4 - Blanket/Backorder Release
Cust PO Requested Dock Date
Control Quantity Consol Invoice
Release Interval Blanket Schedule
Num of Releases Dir Dist Flag 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 screen is used to identify key information about the order to be maintained. If the Expert Configurator module is installed, this screen allows you to specify whether the order is configured or not. If you are entering a blanket order (type B) you are also able to decide whether to use line-specific shipment scheduling.
For new orders, you must specify the order number unless you are using system-generated order numbers. You must also make the decision about whether this is to be a direct distribution order. When you are changing or closing an existing order, the only field you need to enter is the order number and the maintenance code.
COMPANY/WAREHOUSE
Required (add). Used to define the selling company/warehouse for the order. The company/warehouse cannot be blanks or all nines, and the combination must exist on the Warehouse Description File. In addition, you must have the proper authority to the company and warehouse.
BILL-TO CUSTOMER
Required. The customer to whom the invoice will be sent. The goods themselves will be sent to the Ship-to Customer. When the bill-to customer number is the same as the ship-to customer number, the order is billed and shipped to the same location. This field defaults to the Default Bill-to Customer defined on the Customer Master File record for the ship-to customer.
Billing information must be defined for a customer before that customer can be used as a bill-to location.
SHIP-TO CUSTOMER
Optional. The customer location where the ordered goods will be delivered. The invoice for the goods will be sent to the Bill-to 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 the order entry screen.
Depending on the flag set on the bill-to customer's Customer Master File record, you may be restricted to entering a bill-to/ship-to combination for which a relationship has already been defined.
ORDERED-BY CUSTOMER
Optional. The customer who placed the order. This field has no effect on system processing. 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 the field must exist on the Customer Master File. (To define a new customer from this conversation, press F20.) This field defaults from the Default Ordered-by Customer defined on the Customer Master File record for the ship-to customer.
ORDER TYPE
Required (for add transactions). This field defines the type of order being entered. Different order types have different system-processing behind them. For an explanation of each order type, refer to the Key Concepts section of the Order Processing User Manual. The default order type is C (regular).
Valid values are:
C - Regular customer sales order
B - Blanket sales order
H - Backorder release
S - Standing order
ORDER NUMBER/RELEASE NUMBER
Optional for both the order and release numbers. Provides unique identification for an order. For an add transaction, the order number is either system assigned or must be entered (depending on the default selected for the system). The release number cannot be entered for an add transaction. If order numbers are entered manually, the order number must not already exist as a Synchro picker header for an add transaction. For a change, the order number must already exist and cannot have a closed status. Also, you must be authorized to the order's selling and sourcing company/warehouse. For a blanket or backorder release, a child release number cannot be input into the field.
MAINTENANCE CODE
Required. Must be one of the options listed on the screen.
CUSTOMER PURCHASE ORDER NUMBER
Optional/Required. This field is optional unless it has been specified at the customer level as a required field. This field is used as a reference to the customer's purchase order number. If you enter a customer purchase order number, it must be unique number associated with the Ship-to Customer. If this is a direct distribution sales order, this field is used to display the customer's/sales office's associated purchase order number.
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 order recap screen if the total order quantity does not equal the control quantity. The control quality 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 conversations.
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
Required. This field indicates whether or not this 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 from the sourcing location 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.
MULTI-SITE ORDER FLAG
Optional; defaults to 'N'. Specifies whether the sales order will be shipped to many ship-to locations, with items and quantities differing per Ship-to locations. Valid values are:
Y - Yes, sales order is a multi-site order
N - No, sales order is not a multi-site order
This flag can only be 'Y' if the order type is 'S' (standing).
CONFIGURED ORDER
Required. Used to specify if this order will contain lines generated using rules defined in the Expert Configurator module. Entering Y (yes) will allow both configured and non-configured parts to be ordered. Entering N (no) will limit this order to non-configured lines. This field defaults from Reference File category 413.
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 - 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.
F7 - Used to convert a quote order into a sales order.
F8 - Used to copy information from either a standing order, an existing sales order, a quote order, or sales history when entering new orders.
F9 - Enter the Sales Order Inquiry program.
F11 - Enter the Sales History Inquiry History program.
F15 - Re-enter initial screen information.
F16 - Enter the Sales Order Inquiry program. You must enter either a Bill-to customer or Ship-to customer. The Order Financial Detail Selection screen will be displayed. This command key will only be displayed in Sales Order Maintenance mode.
F20 - Enter the Customer Master Maintenance Program to add a ship-to customer.
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