IdealWare Online Users ManualSP2-07-06 S/P PROCESSING |
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│Oct09/07 ***** SALE ORDER DETAIL ENTRY ***** TERM: Tc │ │────────────────────────────────────────────────────────────────────────────────│ │01-A100003 WESTVAN SUB: 1,833.31 PST: 128.33 GST: 128.33 TOT: 2,089.97 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 2X4 10" 250.00 PCS 499.99 MFBM 833.32 │ │ 250/10 │ │0020 2X4 12" 250.00 PCS 499.99 MFBM 999.99 │ │ 250/12 │ │____ │ │ │ │ │ │ │ │──────────────────────────< CURRENT LINE INFORMATION >──────────────────────────│ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ F5=SHIPPING OPTIONS F6=DISCOUNTS F12=MORE OPTIONS │ │────────────────────────────────────────────────────────────────────────────────│ │SELECT DETAIL OPTION (F12 FOR OPTIONS); F4 TO FINISH CHARGE SALE. │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
At the LINE number field press [F7] to display the BACKORDER INITIALIZATION window.
BACKORDER INITIALIZATION WINDOW DISPLAY:
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│Oct09/07 ***** SALE ORDER DETAIL ENTRY ***** TERM: Tc │ │────────────────────────────────────────────────────────────────────────────────│ │01-A100003 WESTVAN SUB: 1,833.31 PST: 128.33 GST: 128.33 TOT: 2,089.97 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 2X4 ┌──────────────────────────────────────────────────────────┠833.32 │ │ 250│ ** CREATING A BACKORDER ** │ │ │0020 2X4 │ │ 999.99 │ │ 250│ USE THE 'MODIFY LINE' OR 'MODIFY ALL LINES' OPTIONS │ │ │ │ TO MARK BACKORDERED ITEMS. │ │ │ │ WHEN YOU ARE READY TO CREATE THE BACKORDER, │ │ │ │ PRESS F7 AND A NEW ORDER WILL BE GENERATED FROM │ │ │ │ THE BACKORDERED QUANTITIES YOU SPECIFIED. │ │ │ │ │ │ │ │** PRESS CR TO ACCEPT, F3 TO RESELECT, F8=MODIFY LINES: _ │ │ │ └──────────────────────────────────────────────────────────┘ │ │ │ │──────────────────────────< CURRENT LINE INFORMATION >──────────────────────────│ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Press [F8] to indicate which lines to ship and which to backorder. The first line of the order is displayed with the following prompt.
[Enter] to accept line for immediate shipment.
The cursor advances to the next line of the order and this prompt displays again.
[F7] to flag line for backorder.
If you are shipping lumber lines you will be prompted for the pieces and lengths shipped, the remainder will be backordered. The following prompts display. See 31663 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (PIECES & LENGTHS): Pieces and Lengths Entry.
After specifying the shipped quantity and length press [Enter] at the ENTER SHIPPED PIECES prompt to advance. You will be prompted to enter the shipped quantity again and then the backordered quantity (which will default to the difference between the original quantity ordered and the shipped quantity specified). You will then be prompted to confirm the price and accept the line.
Example Detail Entry Screen display:
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│Oct09/07 ***** SALE ORDER DETAIL ENTRY ***** TERM: Tc │ │────────────────────────────────────────────────────────────────────────────────│ │01-A100003 WESTVAN SUB: 833.32 PST: 58.33 GST: 58.33 TOT: 949.98 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0020 2X4 12" .00 PCS 499.99 MFBM .00 │ │ 250/12 │ │ ORDERED: 250.00 │ │ 250/12 │ │ BACKORDERED: 250.00 │ │____ │ │ │ │ │ │ │ │ │ │──────────────────────────< CURRENT LINE INFORMATION >──────────────────────────│ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ F5=SHIPPING OPTIONS F6=DISCOUNTS F12=MORE OPTIONS │ │────────────────────────────────────────────────────────────────────────────────│ │SELECT DETAIL OPTION (F12 FOR OPTIONS); F4 TO FINISH CHARGE SALE. │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
If you backorder SA (Store Average) lines, the following prompt displays.
Enter quantity to be shipped immediately.
[Enter] to zero quantity shipped immediately.
After specifying the shipped quantity you will be prompted to specify the backordered quantity.
Enter quantity to be backordered.
[Enter] to accept difference between shipped and ordered quantity.
Example Detail Entry Screen display:
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│Oct09/07 ***** SALE ORDER DETAIL ENTRY ***** TERM: Tc │ │────────────────────────────────────────────────────────────────────────────────│ │01-A100005 WESTVAN SUB: .00 PST: .00 GST: .00 TOT: .00 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 2" COMMON NAILS .00 BOX 65.55 BOX .00 │ │ ORDERED: 10.00 │ │ BACKORDERED: 10.00 │ │____ │ │ │ │ │ │ │ │ │ │ │ │ │ │──────────────────────────< CURRENT LINE INFORMATION >──────────────────────────│ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ F5=SHIPPING OPTIONS F6=DISCOUNTS F12=MORE OPTIONS │ │────────────────────────────────────────────────────────────────────────────────│ │SELECT DETAIL OPTION (F12 FOR OPTIONS); F4 TO FINISH CHARGE SALE. │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
After completing all the detail lines of the sale press [F7]. The following prompt displays.
[Enter] to create backorder.
The following window displays.
BACKORDER STATUS WINDOW DISPLAY
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│Oct09/07 ***** SALE ORDER DETAIL ENTRY ***** TERM: Tc │ │────────────────────────────────────────────────────────────────────────────────│ │01-A100003 WESTVAN SUB: 65.55 PST: 4.59 GST: 4.59 TOT: 74.73 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 2X4 10" .00 PCS 499.99 MFBM .00 │ │ ┌────────────────────────────────────────────────────────────────────┠│ │ │ ** BACKORDER STATUS ** │ │ │ │ │ │ │ │ ORDER 01-A100004 HAS BEEN GENERATED. │ │ │0040 │ │5.55 │ │ │ - ORDER HAS BEEN PLACED ON 'HOLD' │ │ │ │ - SHIPPED DATE HAS NOT BEEN SET │ │ │ │ │ │ │ │** PRESS CR TO CONTINUE: _ │ │ │ └────────────────────────────────────────────────────────────────────┘ │ │ │ │ │ │──────────────────────────< CURRENT LINE INFORMATION >──────────────────────────│ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to complete backorder.
The cursor returns to the sale header screen. The backorder has been created automatically and placed on hold. It will remain on hold until a shipped date is set and it is then manually taken off hold. The backorder created is treated by the system as an independent order. You can complete it, generate an additional backorder from it, or cancel it.
Use the RO option at the header of any of the related orders to inquire about all related orders.
Example Related Orders Inquiry Window display:
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│May24/08 ***** SALE ORDER HEADER ENTRY ***** TERM: TF5 │ │────────────────────────────────────────────────────────────────────────────────│ │SMAN SUPER USER (SUPE ORDERED DATE May17/08 │ │ORDER# 01-C101953 TO-SHIP DATE May17/08 │ │DOCUM CASH SALE TO-SHIP TIME │ │TYPE CASH-CURRENT SHIPPED DATE May17/08 │ │────────────────────┌──────────────────────────────────────â”────────────────────│ │BILL-TO CASHSALE SO│ ** RELATED ORDERS ** │NTRACT │ │ │ │ │ │ │ SOURCE: A) │ │ │ │ CURRENT: B) 01C101953 │ │ │CITY │ NEW: C) 01C101954 │ │ │PROV │ D) 01C101955 │ │ │PH(H) ( ) - │ E) │ │ │PH(W) ( ) - │ F) │ │ │────────────────────│ │────────────────────│ │OPER SUPER CN S│** SELECT ORDER (CR=CURRENT): _ │ SUB-TOT 248.75 │ │LEV R PST Y GST Y S└──────────────────────────────────────┘ P.S.T. 18.66 │ │PST CODE SHIPDOC PRT'D N AMT OWING 284.82 G.S.T. 17.41 │ │CONT INVOICE PRT'D N DEP REQ'D .00 DLVRY .00 │ │PO# COMPLETE N COD METHOD TOTAL 284.82 │ │────────────────────────────────────────────────────────────────────────────────│ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
PROCEDURE - PARTIAL SHIPMENT
If your system is set up to generate partial shipments only, after entering a detail line the following prompt displays.
Example Detail Entry Screen display:
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│May17/08 ***** SALE ORDER DETAIL ENTRY ***** TERM: TF4 │ │────────────────────────────────────────────────────────────────────────────────│ │01-C101953 CASHSALE SUB: 995.00 PST: 74.63 GST: 69.65 TOT: 1,139.28 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 RAPID A11-8 5/16" STAPLES 5M/B 100.00 EA 9.95 EA 995.00 │ │==== │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │0010 CODE:327870 TYP:P DISC:N PST:Y GST:Y SHIP:PU FROM:01 PRT:N │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** CR=ACCEPT LINE, F1=SHIP-MODES, F2=DELETE, F5=PRODUCT, F6=TAX: _ │ │ F7=PARTIAL SHIPMENT, F8=DESC/P.O.INFO, F9=QTY, F12=PRICE, SH-F1=SERIAL# │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[F7] to create a partial shipment.
The following prompt displays.
PARTIAL SHIPMENT PROMPT DISPLAY
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│May17/08 ***** SALE ORDER DETAIL ENTRY ***** TERM: TF4 │ │────────────────────────────────────────────────────────────────────────────────│ │01-C101953 CASHSALE SUB: 995.00 PST: 74.63 GST: 69.65 TOT: 1,139.28 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 RAPID A11-8 5/16" STAPLES 5M/B 100.00 EA 00 │ │==== │ │ SHIPPED: 1.00 │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │0010 CODE:327870 TYP:P DISC:N PST:Y GST:Y SHIP:PU FROM:01 PRT:N │ │ │ │QTY IN 'EA': ON-HAND=24 ON-ORD=0 COMMIT=0 AVAIL=24 │ │────────────────────────────────────────────────────────────────────────────────│ │ENTER PARTIALLY SHIPPED QUANTITY (CR='1'), ORIGINAL ORDERED QUANTITY = 100.00 │ │F5=PROD DISTRIBUTION, F3=PRODUCT OPTIONS PROMPT │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Enter actual quantity being shipped immediately.
The original ordered quantity and the shipped quantity you enter here are displayed.
[F5] to display Product Distribution Inquiry.
Select this option to check available quantities. When you exit the inquiry you are returned to this prompt.
Example Detail Entry Screen display:
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│May17/08 ***** SALE ORDER DETAIL ENTRY ***** TERM: TF4 │ │────────────────────────────────────────────────────────────────────────────────│ │01-C101953 CASHSALE SUB: 995.00 PST: 74.63 GST: 69.65 TOT: 1,139.28 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 RAPID A11-8 5/16" STAPLES 5M/B 100.00 EA 00 │ │==== ORDERED: 100.00 │ │ SHIPPED: 50.00 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │0010 CODE:327870 TYP:P DISC:N PST:Y GST:Y SHIP:PU FROM:01 PRT:N │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** CR=ACCEPT LINE, F1=SHIP-MODES, F5=PRODUCT, F6=TAX, F7=PARTIAL SHIPMENT: _ │ │ F8=DESCRIPTION/P.O.INFO, F9=QUANTITY, F12=PRICE, SH-F1=SERIAL# │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to accept partially shipped line.
The cursor advances to the PRODUCT CODE field of the next line.
Example Detail Entry Screen display:
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│May22/08 ***** SALE ORDER DETAIL ENTRY ***** TERM: TF5 │ │────────────────────────────────────────────────────────────────────────────────│ │01-C101953 CASHSALE SUB: 560.95 PST: 42.07 GST: 39.27 TOT: 642.29 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 RAPID A11-8 5/16" STAPLES 5M/B 50.00 EA 9.95 EA 497.50 │ │ ORDERED: 100.00 │ │ SHIPPED: 50.00 │ │0020 _______________ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │0030 CODE:311410 TYP:P DISC:N PST:Y GST:Y SHIP:PU FROM:01 PRT:N │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │F2=LINE TYPE, F3=LINE CONTROL, F4=EXIT, F8=EXIT & PAY & PRINT, F12=OTHER OPTIONS│ │ENTER PRODUCT CODE OR ENTER QTY FOLLOWED BY '*' FOLLOWED BY PRODUCT CODE. │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[F3] to access LINE CONTROL.
Example Detail Entry Screen display:
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│May22/08 ***** SALE ORDER DETAIL ENTRY ***** TERM: TF5 │ │────────────────────────────────────────────────────────────────────────────────│ │01-C101953 CASHSALE SUB: 497.50 PST: 37.31 GST: 34.83 TOT: 569.64 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 RAPID A11-8 5/16" STAPLES 5M/B 50.00 EA 9.95 EA 497.50 │ │ ORDERED: 100.00 │ │ SHIPPED: 50.00 │ │____ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ F5=SHIPPING OPTIONS F6=DISCOUNTS F12=MORE OPTIONS │ │────────────────────────────────────────────────────────────────────────────────│ │SELECT DETAIL OPTION (F12 FOR OPTIONS); F4 TO FINISH CASH SALE. │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Press [F7] to display the PARTIAL SHIPMENT PROMPT.
[Enter] to generate partial shipment.
The PARTIAL SHIPMENT STATUS window displays.
PARTIAL SHIPMENT STATUS WINDOW DISPLAY
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│May22/08 ***** SALE ORDER DETAIL ENTRY ***** TERM: TF5 │ │────────────────────────────────────────────────────────────────────────────────│ │01-C101953 CASHSALE SUB: 560.95 PST: 42.07 GST: 39.27 TOT: 642.29 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0020 36" S/B Axe HANDLE HICKORY 5.00 EA 12.69 EA 63.45 │ │ ┌────────────────────────────────────────────────────────────────────┠│ │ │ ** PARTIAL SHIPMENT STATUS ** │ │ │ │ │ │ │ │ ORDER 01-C101954 HAS BEEN GENERATED. │ │ │ │ │ │ │ │ - SALES INVOICE HAS NOT BEEN PAID IN FULL │ │ │ │ │ │ │ │** PRESS CR TO CONTINUE: _ │ │ │ └────────────────────────────────────────────────────────────────────┘ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[Enter] to complete partial shipment.
You are returned to the sale header screen.
PROCEDURE - SUBSEQUENT PARTIAL SHIPMENT
After creating a partial shipment, the remaining quantities of the original order can shipped in full, or additional partial shipments generated. To generate an additional partial shipment, retrieve the original order and press [F1] to display the detail lines.
Example Detail Entry Screen display:
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│May22/08 ***** SALE ORDER DETAIL ENTRY ***** TERM: TF5 │ │────────────────────────────────────────────────────────────────────────────────│ │01-C101953 CASHSALE SUB: 497.50 PST: 37.31 GST: 34.83 TOT: 569.64 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 RAPID A11-8 5/16" STAPLES 5M/B 50.00 EA 9.95 EA 497.50 │ │____ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ │ │ F5=SHIPPING OPTIONS F6=DISCOUNTS F12=MORE OPTIONS │ │────────────────────────────────────────────────────────────────────────────────│ │SELECT DETAIL OPTION (F12 FOR OPTIONS); F4 TO FINISH CASH SALE. │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
Press [F7] to display the PARTIAL SHIPMENT INITIALIZATION window.
PARTIAL SHIPMENT INITIALIZATION WINDOW DISPLAY
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│May22/08 ***** SALE ORDER DETAIL ENTRY ***** TERM: TF5 │ │────────────────────────────────────────────────────────────────────────────────│ │01-C101953 CASHSALE SUB: 497.50 PST: 37.31 GST: 34.83 TOT: 569.64 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 RAPI┌──────────────────────────────────────────────────────────┠497.50 │ │ │ ** INITIALIZATION FOR PARTIAL SHIPMENT ** │ │ │ │ │ │ │ │ USE THE 'MODIFY LINE' OR 'MODIFY ALL LINES' OPTIONS │ │ │ │ TO MARK PARTIALLY SHIPPED ITEMS. │ │ │ │ WHEN YOU ARE READY TO CREATE THE PARTIAL SHIPMENT, │ │ │ │ PRESS F7 AND A NEW ORDER WILL BE GENERATED FROM │ │ │ │ THE PARTIALLY SHIPPED QUANTITIES YOU SPECIFIED. │ │ │ │ │ │ │ │** PRESS CR TO ACCEPT, F3 TO RESELECT, F8=MODIFY LINES: _ │ │ │ └──────────────────────────────────────────────────────────┘ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
[F8] to indicate which lines to partial ship.
The first line of the order is displayed with the following prompt.
[Enter] to accept line for immediate shipment.
The cursor advances to the next line of the order.
[F7] to flag line for partial shipment.
Proceed as described in PROCEDURE - PARTIAL SHIPMENT.
Use the RO option at the header of any of the related orders to inquire about all related orders.
PROCEDURE - OPTION FOR BOTH BACKORDER AND PARTIAL SHIPMENT
If your system is set up with the option to generate both backorders and partial shipments, you will be able to generate either a backorder or a partial shipment from any order. However, you can not generate both a backorder and a partial shipment from the same order.
After entering the first detail line the following prompt displays.
Example Detail Entry Screen display:
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│May22/08 ***** SALE ORDER DETAIL ENTRY ***** TERM: TF5 │ │────────────────────────────────────────────────────────────────────────────────│ │01-C101958 CASHSALE SUB: 249.50 PST: 18.71 GST: 17.47 TOT: 285.68 │ │────────────────────────────────────────────────────────────────────────────────│ │LINE PRODUCT QUANTITY OF PRICE PER EXTENSION │ │────────────────────────────────────────────────────────────────────────────────│ │0010 WEISER A101H-26D PASSAGE SET 10.00 EA 24.95 EA 249.50 │ │==== ORDERED: 1.00 │ │____ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │0010 CODE:324320 TYP:P DISC:N PST:Y GST:Y SHIP:PU FROM:01 PRT:N │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** CR=ACCEPT LINE, F1=SHIP-MODES, F2=DELETE, F5=PRODUCT, F6=TAX: _ │ │ F7=PARTIAL SHIPMENT, F8=DESC/P.O.INFO, F9=QTY, F12=PRICE, SH-F1=SERIAL# │ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
This prompt will be displayed at each subsequently entered product line until you flag a line for either backordering or partial shipment. If you do not wish to generate either a backorder or partial shipment, simply enter each product line and accept by pressing [Enter].
[F7] to create partial shipment for line.
Proceed as described in PROCEDURE - PARTIAL SHIPMENT. All additional product lines will display only the option for partial shipment.
[Enter] to accept line for full shipment or generate backorder.
To generate a backorder press [F3] at the next product line to back up to the LINE NUMBER field. At the LINE NUMBER field press [F7]. The following prompt displays.
[F5] to generate backorder.
Proceed as described in PROCEDURE - BACKORDER.
The partial shipment has been created automatically and placed on hold. It will remain on hold until a shipped date is set and it is then manually taken off hold.