IdealWare Online Users Manual

SP2-06-07 S/P PROCESSING
31559 Sales Order Entry, Detail Modifications

 

PURPOSE

 

The DETAIL MODIFICATION prompt enables you to modify any field on a detail line. This prompt is accessed from the DETAIL OPTIONS prompt by either of the following methods:

  • Select an individual line to modify.
  • Select multiple lines to modify.

 

PROCEDURE

 

To modify a single line, from the DETAIL OPTIONS prompt enter the line number followed by [Enter] to modify. The DETAIL MODIFICATION then displays.

 

Once the desired fields on the line have been modified, press [Enter] to update the line. The cursor then returns to the DETAIL OPTIONS prompt.

 

To modify multiple lines, from the DETAIL OPTIONS prompt press [F8]. When this option is selected, the program displays the first line of the order as well as the DETAIL MODIFICATION prompt. Once the desired fields on the line have been modified, press [Enter] to update the line. The cursor advances to the next line of the order and the DETAIL MODIFICATION prompt displays again. Press [Enter] to skip to the next line.

 

When all of the lines have been processed, the cursor returns to the DETAIL OPTIONS prompt.

 

 

PROCEDURE - PRE-MODIFICATION MESSAGES

 

The following prompts and messages might display when a line is selected for modification.

 

>> NOT PERMITTED. SHIPPED DATE HAS BEEN SET. PRESS CR:

 

If your system is configured accordingly, then modifications are not allowed to the sale if the SHIPPED DATE has been set.

 

[Enter] to clear alert.

 

The cursor returns to the DETAIL OPTIONS prompt or the next line when in MODIFY ALL LINES mode.

 

 

>> CHANGES MUST BE MADE AT STORE 'XX'. PRESS CR:

 

Indicates one or more of the following:

  • Order is an other store pickup/delivery.
  • Order has been transferred from another store.
  • Program is configured to disallow changes at delivery/pickup store.
    See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES.

 


[Enter] to clear prompt.

 

The cursor returns to the DETAIL OPTIONS prompt or the next line when in MODIFY ALL LINES mode.

 

 

>> NOT PERMITTED. LOCATION XX HAS BEEN CUTOFF. PRESS CR:

 

Indicates one or more of the following:

  • Line is an other store pickup/delivery.
  • Order has been transferred to delivery/pickup store.
  • Other store's SHIPPING CUTOFF has been performed.
    See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES

 

 

[Enter] to clear prompt.

 

The cursor returns to the DETAIL OPTIONS prompt or the next line when in MODIFY ALL LINES mode.

 

 

** PACKAGE/SET HAS TRANSMITTED LINES. PRESS ENTER TO CONTINUE:

 

Indicates one or more of the following:

  • This line is a MAIN package/set line.
  • One or more of the COMPONENT lines is an other store delivery/pickup line transferred to other store.
    See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES.

 

 

[Enter] to clear prompt.

 

The cursor returns to the DETAIL OPTIONS prompt or or the next line when in MODIFY ALL LINES mode.

 

 

>> MODIFICATION NOT PERMITTED - PRESS CR: _
   SET/COMPONENT PARTIAL SHIPMENT GENERATED INTO ANOTHER ORDER.

 

Indicates one or more of the following:

  • This line is a MAIN package/set line.
  • The MAIN package/set line or a COMPONENT line generated a partial shipment line into another order.
    See 31568 - SALES ORDER ENTRY, MISC. SHIPMENTS, PARTIAL SHIPMENTS.

 

 

[Enter] to clear prompt.

 

The cursor returns to the DETAIL OPTIONS prompt or the next line when in MODIFY ALL LINES mode.

 

 

>> MODIFICATION NOT PERMITTED - PRESS CR:
   THIS SET LINE CONTAINS PARTIALLY SHIPPED COMPONENT LINES.

 

Indicates one or more of the following:

  • This is a MAIN package/set line.
  • The order has been generated from partial shipment lines of another order.
    See 31568 - SALES ORDER ENTRY, MISC. SHIPMENTS, PARTIAL SHIPMENTS.

 


[Enter] to clear prompt.

 

The cursor returns to the DETAIL OPTIONS prompt or the next line when in MODIFY ALL LINES mode.

 

 

** PRESS CR TO CONTINUE, F7=PARTIAL SHIPMENT: _
   THIS LINE CAN BE MODIFIED BY MODIFYING THE PACKAGE/SET LINE (0010).

 

Indicates one or more of the following:

  • The line is a package/set COMPONENT line.
  • Order has been initialized for partial shipments.
    See 31568 - SALES ORDER ENTRY, MISC. SHIPMENTS PARTIAL SHIPMENTS.

 

 

Access the ship/print options for a package/set COMPONENT line by either:

  • Modifying the MAIN package/set line to access ship/print options while exploding the COMPONENT lines.
  • Using the ship/print options (All Lines) feature.
    See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDRUES - Ship/Print Options (All Lines).

 

 

[Enter] to clear prompt.

 

The cursor returns to the DETAIL OPTIONS prompt or the next line when in MODIFY ALL LINES mode.

 

 

[F7] to access partial shipment options.

 

See 31568 - SALES ORDER ENTRY, MISC. SHIPMENTS PARTIAL SHIPMENTS.

 

 

** PACKAGE/SET HAS PRINTED LINES. PRESS ENTER TO CONTINUE:

 

This prompt is applicable only if your system is configured for enhanced line printing control. See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES. Indicates one or more of the following:

  • You are attempting to modify a MAIN package/set line.
  • The package/set has exploded COMPONENT lines printed on a document.

In order to modify the MAIN package/set line, you must first re-set the printing status of the COMPONENT lines using the ship/print options (all lines) feature. See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDRUES - Ship/Print Options (All Lines).

 

[Enter] to clear prompt.

 

The cursor returns to the DETAIL OPTIONS prompt or the next line when in MODIFY ALL LINES mode.

 

 

** F1=MODIFY LINE, F7=PARTIAL SHIPMENT, CR TO SKIP:

 

This prompt is applicable only if your system is configured for enhanced line printing control. See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES. Indicates one or more of the following:

  • The line has been printed on a picking list document.
  • The order has been initialized for partial shipments.
    See 31568 - SALES ORDER ENTRY, MISC. SHIPMENTS PARTIAL SHIPMENTS.

 


[Enter] to clear prompt.

 

The cursor returns to the DETAIL OPTIONS prompt or the next line when in MODIFY ALL LINES mode.

 

 

[F1] to modify line.

 

See ITEM WAS PRINTED prompt.

 

 

[F7] To access partial shipment options.

 

See 31568 - SALES ORDER ENTRY, MISC. SHIPMENTS PARTIAL SHIPMENTS.

 

 

** ITEM WAS PRINTED ON 07/10/19 - ENTER RE-PRINT PASSWORD OR PRESS F4 TO SKIP:

 

This prompt is applicable only if your system is configured for enhanced line printing control. See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES. Indicates the following:

  • The line has been printed on a picking list document.

To modify a line that has been printed, an appropriate password must be entered. Once the valid password has been entered, the PRINTED status of the line will be set to NOT PRINTED.

 

ENTER PASSWORD

 

Enter password.

 

The cursor advances to the DETAIL MODIFICATION prompt.

 

 

[F3] to return to the ITEM WAS PRINTED prompt.

 

[F4] to clear prompt.

 

The cursor returns to the DETAIL OPTIONS prompt or the next line when in MODIFY ALL LINES mode.

 

 

>> PRESS F1 TO CONTINUE OR CR TO SKIP:
   MODIFYING A PACKAGE/SET LINE WILL RESET THE SHIPPING FLAGS ON IT'S COMPONENTS.

 

Indicates the following:

  • The line is a MAIN package/set line.

If the MAIN package/set line is modified, the associated COMPONENT lines are removed from the order and re-exploded into the order after the MAIN package/set line is updated. This also removes any ship/print settings that might have been previously set on the COMPONENT lines.

 

[F1] to advance to DETAIL MODIFICATION prompt.

 

[F4] to clear prompt.

 

The cursor returns to the DETAIL OPTIONS prompt or the next line when in MODIFY ALL LINES mode.

 


>> LINE HAS BEEN PRINTED AND CANNOT BE REUSED - PRESS CR.

 

Indicates one or more of the following:

  • The line has been deleted.
  • The line was previously printed.

For audit trail purposes, deleted and previously printed detail lines cannot be re-used.

 

[Enter] to clear prompt.

 

The cursor returns to the DETAIL OPTIONS prompt or the next line when in MODIFY ALL LINES mode.

 

 

 

PROCEDURE - DETAIL MODIFICATION PROMPT

 

When a line is selected for modification, the line is displayed and the DETAIL MODIFICATION prompt appears. The characters ===> appear under the line number of the line being modified and the program displays *** MODIFY LINE XXXX OPTIONS **** on line ## to indicate which line is being modified.

 

Example Detail Modification Prompt display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct14/07              ***** SALE ORDER DETAIL ENTRY *****             TERM: Tc  â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01-S100012  DOEJOH     SUB:  6,855.00  PST: 469.35  GST: 469.35  TOT:  7,793.70 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│LINE  PRODUCT                        QUANTITY  OF       PRICE  PER    ExTENSION â”‚
│────────────────────────────────────────────────────────────────────────────────│
│0010  2" COMMON NAILS                  100.00  BOX      65.55  BOX     6,555.00 â”‚
│====  PO1: SAMPLE   01-012345 0010                                              â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│──────────────────────────< CURRENT LINE INFORMATION >──────────────────────────│
│0010  CODE:NAIL         TYP:P  DISC:N  PST:Y  GST:Y  SHIP:PU  FROM:01  PRT:N    â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                        *** MODIFY LINE 0010 OPTIONS ***                        â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** CR=ACCEPT LINE, F1=SHIP-MODES, F2=DELETE, F5=PRODUCT, F6=TAX: _              │
│   F8=DESCRIPTION/REF#/P.O.INFO, F9=QUANTITY, F12=PRICE                         │
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** CR=ACCEPT LINE, F1=SHIP/PRINT, F2=DELETE, F5=PRODUCT, F6=TAX:
   F8=DESCRIPTION/REF#/P.O.INFO, F9=QUANTITY, F12=PRICE

 

CR=ACCEPT LINE

 

[Enter] to accept line.

 

The line is updated and the cursor returns to the DETAIL OPTIONS prompt or displays the next line and the DETAIL MODIFICATION prompt when you are modifying all lines.

 

 

F1=SHIP/PRINT

 

[F1] to display ship/print options prompt.

 

The ship/print options prompt enables you to flag the line for delivery or for printing. See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURE - Ship/Print Options.

 

 

F2=DELETE

 

[F2] to delete line.

 

The cursor returns to the DETAIL OPTIONS prompt. When a line is deleted, it is re-displayed with the word >>>>> DELETED >>>>> in place of the PRODUCT CODE. Also, the line total is removed from the order total. If the line was previously printed, the line # can not be re-used. If the line was not previously printed you can re-use the line # if desired. Deleted lines do not appear on any documents, except the order detail register. If the deleted line has an associated PO line the following prompt displays.

 

 

>> DO YOU WANT TO DELETE THE ASSOCIATED P.O. LINE? (Y/N):

 

"Y" to delete associated PO line.

 

"N" to not delete associated PO line.

 

If deleting the associated PO line removes the last line from the PO, the following prompt displays.

 

 

>> THIS P.O. IS NOW EMPTY - DO YOU WANT TO DELETE THE P.O.? (Y/N):

 

"Y" to delete associated PO.

 

"N" to not delete associated PO.

 

F5=PRODUCT

 

[F5] to advance to PRODUCT CODE field.

 

Once the PRODUCT CODE field is processed, the cursor moves to the PRODUCT OPTIONS prompt for further line processing. See 31662 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (REGULAR) - Product Code. When the line has been deleted, re-entered and updated, the cursor advances to the DETAIL OPTIONS prompt.

 

 

F6=TAX

 

[F6] to advance to PST field.

 

This option enables you to change the PST status of a line from the default value. See 31662 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (REGULAR) - PST. Once the PST field is processed, the cursor advances to the GST field where you can change the GST status of a line from the default value. Once the GST field is processed, the cursor moves to the DETAIL MODIFICATION prompt.

 

 

F8=DESCRIPTION/REF#/P.O.INFO

 

[F8] to perform DESCRIPTION/REF#/P.O.INFO processing.

 

Select this option to perform the following functions.

 

 

DESCRIPTION

 

If your system is configured accordingly use this function to modify the product description or append extra text to the product description.  This option is used mainly for special order sales.


REF#

 

This option is applicable only for transfer sale orders. Use this option to enter a reference number.

 

P.O.INFO

 

Select this option to enter PO information. This option is used mainly for special order sales. See 31662 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (REGULAR) - Description/Ref#/P.O.Info. When you exit the DESCRIPTION/REF#/P.O.INFO prompt the cursor returns to the DETAIL MODIFICATION prompt.

 

F9=QUANTITY or F9=QUANTITY(ONE LENGTH) or F10=ONE LENGTH

 

[F9] or [F10] to advance to QUANTITY field.

 

This option enables you to change the QUANTITY from it's current value. See 31662 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (REGULAR) - Quantity. Once the QUANTITY is entered, the cursor moves to the QUANTITY UNITS field if multiple units of measure exist for the product. When the QUANTITY and QUANTITY UNITS have been entered, the cursor returns to the DETAIL MODIFICATION prompt.

 

 

F9=QUANTITY(PCS/LENS) or F10=ONE LENGTH

 

[F9] or [F10] to advance to PIECES & LENGTHS entry.

 

This option enables you to change the PIECES & LENGTHS from their current values. See 31663 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (PIECES & LENGTHS). Once the pieces and lengths are entered, the  cursor moves to the QUANTITY UNITS field for entry if applicable. When the PIECES & LENGTHS and QUANTITY UNITS have been entered, the cursor returns to the DETAIL MODIFICATION prompt.

 

 

F12=PRICE

 

[F12] to advance to PRICE field.

 

This option enables you to change the PRICE from the current value. See 31662 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (REGULAR) - Price. When the PRICE has been entered, the cursor returns to the DETAIL MODIFICATION prompt.