IdealWare Online Users Manual

SP2-06-06-09 S/P PROCESSING
31667 Sales Order Entry, Detail Entry Product Lines (Warehouse Transfers)

 

PURPOSE

 

Warehouse transfer lines are applicable only to TRANSFER type orders. See 31651 - SALES ORDER ENTRY, HEADER ENTRY TRANSFER SALE. Warehouse transfer lines include special logic which enables you to indicate why the product is being reserved and transferred from the warehouse to the TRANSFER TO store.

 

 

PROCEDURE

 

Example Warehouse Transfer Line display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct23/07              ***** SALE ORDER DETAIL ENTRY *****                       â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SMAN   IDEAL       BILL-TO *02             ORDERED 10/23/07  SHIPPED 00/00/00   â”‚
│ORDER# 01-A109067  TYPE    CHARGE-CURRENT  TO-SHIP 10/23/07                     â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SUB-TOT:    669.63  PST:    .00  GST:    .00  DLVRY:    .00  TOTAL:    669.63   â”‚
│────────────────────────────────────────────────────────────────────────────────│
│LINE TP PRODUCT CODE  QUANTITY OF          PRICE PER   EXTENSION     PST GST SHP│
│────────────────────────────────────────────────────────────────────────────────│
│0010 P  600TB             1    PIECE       75.28 PIECE     75.28      N   N  01 â”‚
│     DESCRIPTION: CHAIR, FANTASIA BLACK          PICKUP  ON-HOLD             NEW│
│                  REF#: 02C144411                                               â”‚
│0020 P  5000B             5    PIECE      118.87 PIECE    594.35      N   N  01 â”‚
│     DESCRIPTION: TABLE FANTASIA BLACK           PICKUP  ON-HOLD             NEW│
│                  REF#: STOCK                                                   â”‚
│0030 P  7003                                                                    â”‚
│     DESCRIPTION: RECTANGLE COFFEE TABLE                                        â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│QTY IN 'PIECE':  ON-HAND=1  ON-ORD=0  COMMIT=1  AVAIL=0                         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** ENTER REF# (CR)=INVOICE, F9=FLOOR, F10=AUTO DIST, F11=STOCK:  _________      â”‚
│   F5=PRODUCT DISTRIBUTION                                                      â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

LINE

 

Displays the line number associated with the detail line. See 31661 - SALES ORDER ENTRY, DETAIL ENTRY LINE INITIALIZATION.

 

TP (LINE TYPE)

 

Displays "P" (Product) line type. See 31661 - SALES ORDER ENTRY, DETAIL ENTRY LINE INITIALIZATION.

 

PRODUCT CODE

 

Displays the product code entered at the PRODUCT field. See 31662 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (REGULAR).


PRODUCT OPTIONS PROMPT

 

When the PRODUCT code is entered, the PRODUCT OPTIONS prompt displays.

 

** CR=QUANTITY, F1=SHIP/PRINT, F8=DESCRIPTION/P.O.INFO:

 

Before you can proceed to the QUANTITY field, the REFERENCE# information must first be entered. If you press [Enter] here and no REFERENCE# information has been entered, the program simulates the below described [F8] and [F9] selections and automatically advances to the ENTER REF# prompt. After the REFERENCE# information has been entered, the cursor returns to the PRODUCT OPTIONS PROMPT. Press [Enter] to advance to the QUANTITY field.

 

[Enter] to advance to QUANTITY field.

 

See 31662 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (REGULAR) - PRODUCT OPTIONS PROMPT. If you are modifying the line, the below [F8] and [F9] selections must be made in order to modify the REFERENCE# information.

 

 

[F8] to display following prompt.

 

** F8=DESCRIPTION,F9=TRANSFER REF#,F10=P.O.SUPPLIER,F11=P.O.COST,F12=ACCESS P.O.,CR/F4=EXIT:

 

[Enter] or [F4] to exit prompt.

 

If you are adding a line, the cursor returns to the PRODUCT OPTIONS prompt. If you are modifying a line, the cursor returns to the DETAIL MODIFICATION prompt.

 

 

[F9] to access ENTER REF# prompt.

 

If your system is configured accordingly, upon pressing [Enter] from the PRODUCT OPTIONS prompt, the program will automatically display the ENTER REF# prompt if the transfer reference number has not yet been set.

 

 

** ENTER REF# INVOICE#+CR, F9=FLOOR, F10=AUTO DIST, F11=STOCK:

 

The transfer reference number is used to identify the other store's requirement for the product. If your system is configured accordingly, then the shipping documents will use the reference numbers to sort the detail lines on the document. See 31562 - SALES ORDER ENTRY, DOCUMENT PRINTING.

 

INVOICE+CR

 

Enter order number transferred product is reserved for.

 

You must enter either the full 9 characters or the last 7 characters of the order number. Once the order number has been entered (ie. "02C000100"), the following will be appended to the product description and the cursor will return to the PRODUCT OPTIONS prompt: REF#: 02C000100. The store requesting the product will have performed the tag and hold procedures from within the order number specified. See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES Tag & Hold.

 


F9=FLOOR

 

[F9] to flag product as reserved for other store.

 

The following will be appended to the product description and the cursor will return to the PRODUCT OPTIONS prompt: REF#: FLOOR.

 

 

F10=AUTO DIST

 

[F10] to flag product as auto-transferred to other store.

 

The following will be appended to the product description and the cursor will return to the PRODUCT OPTIONS prompt: REF#: AUTO DIST.

 

 

F11=STOCK

 

[F11] to flag product as reserved for other store warehouse.

 

The following will be appended to the product description and the cursor will return to the PRODUCT OPTIONS prompt: REF#: STOCK

 

 

F8=DESCRIPTION
F10=P.O.SUPPLIER
F11=P.O.COST
F12=ACCESS P.O.

 

See 31666 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (SPECIAL ORDERS) for more information on these options.

 

 

See 31662 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (REGULAR) for more information about the following fields.

 

QUANTITY

 

OF (QUANTITY OF or QUANTITY UNIT)

 

PRICE

 

The PRICE defaults to the product's AVERAGE COST or SUPPLIER COST, depending on how your system is configured.

 

 

PER (PRICE PER or PRICE UNIT)

 

EXTENSION

 

DIS (PRICE DISCOUNT)

 

PST (PROVINCIAL SALES TAX)

 

GST (GOODS & SERVICES TAX)

 

SHP (SHIPPING LOCATION)

 

SHIP/PRINT OPTIONS and LINE UPDATE