IdealWare Online Users Manual

SP2-06-04-09 S/P PROCESSING
31650 Sales Order Entry, Header Entry Special Order Ticket

 

PURPOSE

 

If your system is configured accordingly, you can press [F10] to create a special order type sale. Special order type sales have the following characteristics:

 

The document code in the invoice number is "S". Therefore, an example of a Special Order number would be 01-S100332.

 

During header entry, you are prompted for a PO number and supplier code.

 

If a purchase order is created, then during sales order detail entry after each product code has been entered, the program automatically prompts for a supplier code.

 

The supplier code defaults to the supplier code entered during sales order header entry, but a different supplier code can be entered if another purchase order is to be created and also attached to the sale.

 

You can press [F2] if the detail line is not to be appended to any purchase order.

 

Automatically placed on hold and cannot be taken off of hold until all of the PO's associated with detail lines in the sale have been received.

 

Your system can be configured so that the inventory receiving program takes the associated special order type sale off hold when all of the lines of the sale have been received, thus completing the sale automatically.

 

 

PROCEDURE

 

During order header entry, the following fields are automatically completed with default information. With the exception of the ORDER# and DOCUMENT fields, any of these fields can be modified later.

 

SMAN          defaults to the current salesman code.

ORDER#        defaults to next available number and afixes prefix "S".

DOCUM         displays SPECIAL ORDER TICKET.

TYPE          displays CASH - CURRENT.

ORDERED DATE  defaults to current system date.

TO-SHIP DATE  defaults to current system date.

TO-SHIP TIME  defaults to null.

SHIPPED DATE  defaults to 00000000.

 

The following fields require data entry.

 

OUR P.O.#
ENTER OUR PURCHASE ORDER NUMBER OR PRESS F9 TO GENERATE NUMBER.

 

Enter your purchase order number to supplier for order.

 

[F9] to generate next available PO number from PO system.


SUPPLIER CODE
ENTER SUPPLIER CODE.
PRESS F5 (OR STARTING POINT + F5) FOR SUPPLIER INQUIRY.

 

Enter desired supplier code.

 

[F5] to access supplier inquiry for selection.

 

You can enter a letter or string followed by [F5] to begin the display at the letter or character you entered.

 

 

>> DO YOU WANT TO CREATE A PURCHASE ORDER? (Y/N): _

 

"Y" to create a purchase order.

 

>> PURCHASE ORDER SUCCESSFULLY CREATED - PRESS CR: _

 

Indicates that the PO has been created. The sales order entry program will automatically populate the PO as you enter detail lines.

 

[Enter] to clear prompt and proceed.

 

"N" to not create a PO.

 

The program will automatically revert to order to a normal cash sale.

 

 

BILL-TO

 

Enter customer code.

 

Defaults to CASHSALE.

 

 

[F5] to access customer inquiry program.

 

SORT

 

Defaults to BILL-TO code.

 

SHIP-TO

 

Enter customer code.

 

[F2] to clear name/address fields.

 

[F4] to exit order.

 

[F5] to access customer inquiry program.

 

[F6] to modify name/address fields.

 

The program steps you through each field. Simply enter the new information or press [Enter] to accept the displayed information.

 

 

[F7] to enter contract code.

 

The program automatically completes the address fields based on the information in the contract specified.

 

 

[F9] to access customer maintenance program.


[F10] to access contract inquiry program.

 

After specifying a customer code or modify the address information the cursor advances directly to detail line entry.

 

 

Example Special Order Header Entry Screen display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Nov03/07              ***** SALE ORDER HEADER ENTRY *****             TERM: Tc  â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SMAN   SUPER USER (SUPER)     ORDERED DATE Nov03/07   OUR P.O.#     01-100011   â”‚
│ORDER# 01-S100729             TO-SHIP DATE Nov03/07   SUPPLIER CODE AFAFOR      â”‚
│DOCUM  SPECIAL ORDER TICKET   TO-SHIP TIME            DATE NOTIFIED 00000000    â”‚
│TYPE   CASH-CURRENT           SHIPPED DATE 00000000                             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│BILL-TO  CASHSALE SORT AATRUC           SHIP-TO  AATRUC   CONTRACT              â”‚
│NAME                                    NAME     A & A TRUCKING                 â”‚
│ADDR1                                   ADDR1    BOX 5505                       â”‚
│ADDR2                                   ADDR2                                   â”‚
│CITY                  AREA              CITY     HIGH RIVER   AREA              â”‚
│PROV                  PS CD             PROV     AB           PS CD T1V 1M6     â”‚
│PH#                                     PH#      403-652-3711                   â”‚
│FAX#                                    FAX#                                    â”‚
│────────────────────────────────────────────────────────────────────────────────│
│OPER SUPER      CN SHIP PICK UP         CASH TOTAL       .00  SUB-TOT       .00 â”‚
│LEV R PST N GST Y  SHIPPING INFO N      AMT PAID(0)      .00  P.S.T.        .00 â”‚
│PST CODE EXEMPT    SHIPDOC PRT'D N      AMT OWING        .00  G.S.T.        .00 â”‚
│CONT               INVOICE PRT'D N      DEP REQ'D        .00  DLVRY         .00 â”‚
│PO#                COMPLETE      N      COD METHOD            TOTAL         .00 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** SELECT MAIN OPTION (F12 FOR OPTIONS); CR TO EXIT SALE: ______                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

The fields listed below are applicable for this type of order. See 31595 - HEADER ENTRY, FIELD DEFINITIONS for more detailed information regarding these fields.

 

SMAN            displays current salesman.

ORDER#          displays generated order number.

DOCUM           displays CASH CURRENT.

TYPE            displays CURRENT if active, HISTORY if updated.

ORDERED DATE    defaults to current date, can be edited.

TO-SHIP DATE    defaults to current date, can be edited.

TO-SHIP TIME    defaults to null, can be edited.

SHIPPED DATE    defaults to 00000000, can be edited.

OUR P.O.#       requires entry.

SUPPLIER CODE   requires entry.

DATE NOTIFIED   defaults to current date, can be edited.

BILL-TO         requires entry.

SORT            defaults to BILL-TO code.

BILL-TO NAME    defaults to BILL-TO name.

BILL-TO ADDR1   defaults to BILL-TO address line 1.

BILL-TO ADDR2   defaults to BILL-TO address line 2.

BILL-TO CITY    defaults to BILL-TO city.

BILL-TO AREA    defaults to BILL-TO area.

BILL-TO PROV    defaults to BILL-TO province.

BILL-TO PS CD   defaults to BILL-TO postal code.

BILL-TO PH#     defaults to BILL-TO phone number.

BILL-TO FAX#    defaults to BILL-TO fax number.

SHIP-TO         defaults to BILL-TO code, can be edited.

CONTRACT        optional entry.

SHIP-TO NAME    defaults to SHIP-TO name, can be edited.

SHIP-TO ADDR1   defaults to SHIP-TO address line 1, can be edited.

SHIP-TO ADDR2   defaults to SHIP-TO address line 2, can be edited.

SHIP-TO CITY    defaults to SHIP-TO city, can be edited.

SHIP-TO AREA    defaults to SHIP-TO area, can be edited.

SHIP-TO PROV    defaults to SHIP-TO province, can be edited.

SHIP-TO PS CD   defaults to SHIP-TO postal code, can be edited.

SHIP-TO PH#     defaults to SHIP-TO phone number, can be edited.

SHIP-TO FAX#    defaults to SHIP-TO fax number, can be edited.

OPER            displays current operator.

LEV             defaults to pricing level, can be edited.

PST             defaults to Y, can be edited.

GST             defaults to Y, can be edited.

PST CODE        defaults to null if PST=Y, can be edited if PST=N.

CONT            displays contact name, can be edited.

PO#             optional entry.

SHIP            displays default shipping method.

SHIPPING INFO   requires entry if delivery.

SHIPDOC PRT'D   displays Y/N.

INVOICE PRT'D   displays Y/N.

COMPLETE        displays Y/N.

SUB-TOT         calculated.

P.S.T.          calculated.

G.S.T.          calculated.

DLVRY           displays amount.

TOTAL           calculated.