IdealWare Online Users Manual

SP2-07-13 S/P PROCESSING
31673 Sales Order Entry, Misc. Order Messages

 

PURPOSE

 

The sales order entry program enables you to insert user defined boilerplate messages at the start or end of the order or anywhere within the body of the order. Typically, these messages include: mission statements, safety warnings, commonly used installation procedures, copyright statements, responsibility disclaimers and the like. However, the order messages maintenance program enables you to create order messages on whatever topic you choose. For example, you could create seasonal greetings, promotional sales and events announcements, special offers and discounts, company news, invitations, etc.

 

 

PROCEDURE

 

At the LINE field of sales order entry, detail line entry press [F10] to insert an order message. The following prompt displays.

 

** F10=START OF ORDER, F11=END OF ORDER, OR ENTER LINE NUMBER: 0040

 

Enter line number to insert message at that line.

 

[Enter] to insert message at line number indicated.

 

You can insert a message at any line within the order and the line number indicated at the prompt corresponds to the line within the order at which you just pressed [F10].

 

 

[F10] to insert message at start of order.

 

The following line is inserted into the order: 0000 D  ORDER MESGS:

 

 

[F11] to insert message at end of order.

 

The following line is inserted into the order: 9999 D  ORDER MESGS:

 

 

** ENTER MESSAGE CODE (F1=MAINT, F2=DELETE, F5=INQUIRY, CR/F4=END):
   FOLLOW CODE BY: F9 IF REG DOC MESSAGE, F10 IF SHIP DOC MESSAGE, CR IF BOTH

 

When you enter or select a message code this prompt redisplays. Thus you can enter multiple message codes if desired.

 

Enter message code.

 

Follow the message code by pressing [F9], [F10] or [Enter]. Press [F9] to print the message on the regular sales document (invoice or sales document) only. Press [F10] to print the message on the shipping document only. Press [Enter] to print the message on both document types. Order messages are created in the order message maintenance program. Select option [F1] to access the maintenance program.

 


[Enter] to update line.

 

If you press [Enter] before selecting a message code the message line is cancelled and the cursor returns to the LINE field - the same action as option [F4].

 

 

[F1] to access order message maintenance program.

 

Select this option to create a new message or modify an existing message. See 31676 - ORDER MESSAGES MAINTENANCE.

 

 

[F2] to delete the message line.

 

This option is only applicable when you access an existing order message line.

 

 

[F4] to cancel message.

 

The cursor returns to the LINE field.

 

 

[F5] to display list of order messages for selection.

 

Example Sales Order Entry Detail Line display:

┌────────────────────────────────────────────────────────────────────────────────┐
│08/09/08              ***** SALE ORDER DETAIL ENTRY *****             TERM: TF5 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01-A200084  JONEBAR    SUB:    134.41  PST:  10.08  GST:   9.41  TOT:    153.90 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│LINE  PRODUCT                        QUANTITY  OF       PRICE  PER    EXTENSION â”‚
│────────────────────────────────────────────────────────────────────────────────│
│0010  MXS64 CEMENT FINISHING TROWEL       1.00 EA       39.95  EA         39.95 â”‚
│0020  MORTAR 55LB                        10.00 EA        4.45  EA         44.45 â”‚
│0030  1/2 BIRCH PLYWOOD                   1.00 SHT      50.01  SHT        50.01 â”‚
│9999  ORDER MESGS: 10%(B)                                                       â”‚
│____                                                                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│                                                                                â”‚
│              F5=SHIPPING OPTIONS  F6=DISCOUNTS  F12=MORE OPTIONS               â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SELECT DETAIL OPTION (F12 FOR OPTIONS); F4 TO FINISH CHARGE SALE.               â”‚
│N=NOTES                                                                         â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

An example invoice document follows.

  



                         D   E   M   O       C   O   M   P   A   N   Y
                         _____________________________________________

                                200 - 3680 EAST HASTINGS STREET
                                    VANCOUVER B.C., V5K 2A9
                                PHONE: 298-9077  FAX: 298-6377

                               *** CHARGE INVOICE - ORIGINAL ***
                             (PRINTED: Sat, Aug 09 2008 at 11:58)               PAGE: 1

Bill-to: JONEBAR                           Ship-to: JONEBAR
BART JONES                                 MARINE DRIVE SOUTH
VANCOUVER, B.C.                            321 MARINE DR SE
                                           VANCOUVER, B.C., V5K2A9


-----------------------------------------------------------------------------------------------
Ordered Date:   Fri, Aug 08, 2008    Cust P.O.#:
Invoice Number: 01-A200084           Cust Gst#:                  Ship Via:
Salesperson:    SUPER USER           Cust Pst#:                  Unload:
Company GST#:   G.S.T# R122951619    Cust Terms: NET
-----------------------------------------------------------------------------------------------
    Description                     Code               Quantity Shipped   Price       Extension
-----------------------------------------------------------------------------------------------

PU  MXS64 CEMENT FINISHING TROWEL   317740                      1 EA      39.95/EA        39.95
PU  MORTAR 55LB                     280830                     10 EA       4.45/EA   D    44.90
PU  1/2 BIRCH PLYWOOD               184990                      1 SHT     50.01/SHT  D    54.50

     A 10% restocking discount has been applied to the extended price
                                                                                       --------
                                                                                         139.35
    LESS DISCOUNT:                                                                        13.94





















-----------------------------------------------------------------------------------------------
NO REFUNDS OR EXCHANGES UNLESS ACCOMPANIED BY THIS INVOICE.              SUB-TOTAL:      125.41
                                                                         P.S.T.:           9.41
                                                                         G.S.T.:           6.27
CUSTOMER SIGNATURE: _______________________________________              BALANCE DUE:    141.09