IdealWare Online Users Manual

SP2-06-04-11 S/P PROCESSING
31652 Sales Order Entry, Header Entry Transfer Credit

 

PURPOSE

 

F10 = TRANSFER CREDIT option creates an order with the following characteristics:

 

Document Type = TRANSFER CREDIT.

Document Code = A (3rd character of order number).

Order Type    = ON-ACCOUNT.

 

A transfer credit is an order in which merchandise returned from another store. Transfer credit type sales are applicable only for multi-store environments. The order is selectable via the order register & update program assuming that all other selection criteria are satisfied. See 31563 - SALES ORDER ENTRY, ORDER COMPLETION.

 

An already defined customer code which consists of an asterisk "*" followed by the other store's two character code is used when creating a transfer credit. The sort code is automatically set to the customer's code. See 31586 - SALES ORDER INQUIRY.

 

The A/R system is not updated for transfer credits, however separate transfer statistics are updated in the inventory system.

 

 

PROCEDURE

 

Example Transfer Credit Sale Order Header display:

┌────────────────────────────────────────────────────────────────────────────────┐
│09/17/07              ***** SALE ORDER HEADER ENTRY *****             TERM: TE7 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SMAN   JOHN BARKER            ORDERED DATE 09/17/07   ORIG ORD#    DATE         â”‚
│ORDER# 01-A100564             TO-SHIP DATE 09/17/07   01-ANONE   09/17/07       â”‚
│DOCUM  CASH REFUND            TO-SHIP TIME                                      â”‚
│TYPE   ON-ACCOUNT-CURRENT     SHIPPED DATE 00/00/00   REF REASON                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│BILL-TO  *02      SORT *02      (00002) SHIP-TO  *02      CONTRACT              â”‚
│NAME     STORE #2 - COQUITLAM           NAME     STORE #2 - COQUITLAM           â”‚
│ADDR1                                   ADDR1                                   â”‚
│ADDR2                                   ADDR2                                   â”‚
│CITY                  AREA              CITY                  AREA              â”‚
│PROV                  PS CD             PROV                  PS CD             â”‚
│PH#                                     PH#                                     â”‚
│FAX#                                    FAX#                                    â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SMAN      BARJO    SHIP PICK UP         CASH TOTAL            SUB-TOT     14.57-│
│LEV R PST N GST N  SHIPPING INFO N      AMT PAID              P.S.T.        .00 â”‚
│PST CODE           SHIPDOC PRT'D N      AMT OWING             G.S.T.        .00 â”‚
│CONT               INVOICE PRT'D N      DEP REQ'D             DLVRY         .00 â”‚
│PO#  N/A           COMPLETE      N      COD METHOD            TOTAL       14.57-│
│────────────────────────────────────────────────────────────────────────────────│
│** 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 REFUND.

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.

ORIG ORD#        requires entry.

SLP DATE         requires entry.

REF REASON       requires entry.

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.