IdealWare Online Users Manual

SP2-06-06-02 S/P PROCESSING
31660 Sales Order Entry, Detail Entry Options

 

PURPOSE

 

Order detail options enable you to perform the following functions:

  • Add order detail lines.
  • Delete order detail lines.
  • Display order detail lines.
  • Modify order detail lines.
  • Perform shipping procedures.
  • Perform price discount procedures.
  • Perform partial shipment procedures.
  • Perform special line modification procedures.
  • Perform order message procedures.

 

PROCEDURE

 

Example Order Detail Entry Screen Display

┌────────────────────────────────────────────────────────────────────────────────┐
│04/09/08              ***** SALE ORDER DETAIL ENTRY *****             TERM: TF1 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01-10112A   JOHNSTU    SUB:     11.99  PST:    .84  GST:    .60  TOT:     13.43 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│LINE  PRODUCT                        QUANTITY  OF       PRICE  PER    EXTENSION â”‚
│────────────────────────────────────────────────────────────────────────────────│
│0010  3LB CLUB HAMMER                     1.00 EA       11.99  EA         11.99 â”‚
│____                                                                            â”‚
│                                                                                â”‚
│                                                                                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”‚
└────────────────────────────────────────────────────────────────────────────────┘
SELECT DETAIL OPTION (F12 FOR OPTIONS)

 

[F4] to exit detail lines.

 

[F12] to open order detail options selection window.

 

The following options are available from the LINE number field.

 


ORDER DETAIL OPTIONS DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│04/09/08              ***** SALE ORDER DETAIL ENTRY *****             TERM: TF1 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01-10112A   JOHNSTU    SUB:     11.99  PST:    .84  GST:    .60  TOT:     13.43 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│LINE  PRODUCT                        QUANTITY  OF       PRICE  PER    EXTENSION â”‚
│─┌──────────────────────────< ORDER DETAIL OPTIONS >──────────────────────────┐─│
│0│                                                                            â”‚ â”‚
│ â”‚       CR = START NEW LINE                F9 = REPRICE LINES                â”‚ â”‚
│ â”‚ LINE#+CR = MODIFY SPECIFIED LINE        F10 = ORDER MESSAGES               â”‚ â”‚
│ â”‚       F2 = DISPLAY LINES                F12 = THIS LIST OF OPTIONS         â”‚ â”‚
│ â”‚       F4 = EXIT TO HEADER SCREEN       'GP' = SHOW/CALC GROSS PROFIT       â”‚ â”‚
│ â”‚       F5 = SHIPPING OPTIONS             'N' = NOTES                        â”‚ â”‚
│ â”‚       F6 = DISCOUNT LINES                                                  â”‚ â”‚
│ â”‚       F7 = INIT FOR BACKORDER                                              â”‚ â”‚
│ â”‚       F8 = MODIFY ALL LINES                                                â”‚ â”‚
│ â”‚ LINE#+F8 = MODIFY FROM SPECIFIED LINE                                      â”‚ â”‚
│ â”‚                                                                            â”‚ â”‚
│─│** SELECT OPTION (CR TO EXIT WINDOW): ____                                  â”‚─│
│ â””────────────────────────────────────────────────────────────────────────────┘ â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** SELECT OPTION (CR TO EXIT WINDOW): _

 

CR = START NEW LINE

 

[Enter] to add new detail line.

 

See 31661 - SALES ORDER ENTRY, DETAIL ENTRY LINE INITIALIZATION.

 

 

LINE#+CR = MODIFY SPECIFIED LINE

 

Line# + [Enter] to modify selected line.

 

Any field on the detail line can be modified after the line has been initially created. See 31559 - SALES ORDER ENTRY, DETAIL MODIFICATIONS. If the line# specified does not exist in the order and is lower than the highest existing line number in the order, then the program adds a new line. This enable you to add new detail lines between existing lines. You cannot enter a line number that is higher than the highest existing line number in the order. If you attempt to do so, the program returns you to the LINE field.

 

 

F2 = DISPLAY LINES

 

[F2] to display detail lines.

 

** ENTER STARTING SEQ# (CR FOR FIRST; F1=TOGGLE MODE; F4 TO END):

 

Enter SEQ# to start display from sequence number entered.

 

[Enter] to start display from first detail line.

 

[F1] to toggle display mode.

 

REGULAR mode displays all detail line information, two rows per line. BRIEF mode displays partial detail line information, one row per line.

 

 

[F4] to exit display and return to line entry mode.


F4 = FINISH SALE

 

[F4] to exit detail entry screen.

 

If the order contains no delivery detail lines and your system is not configured to print only "unprinted" lines, the cursor returns to the SELECT MAIN OPTION prompt of the header entry screen. The order SHIPPED DATE is automatically set to the current system date. If the order contains any delivery detail lines the following prompt displays. See 31560 - SALES ORDER ENTRY - SHIPPING PROCEDURES.

 

 

** ENTER/MODIFY SHIPPING INFORMATION ? (Y/N):

 

"N" to return to SELECT MAIN OPTION prompt of header entry screen.

 

"Y" to advance to SHIPPED DATE field of header entry screen.

 

The following prompt displays when appropriate and enables you to enter a payment discount amount. See 31671 - SALES ORDER ENTRY, MISC. PAYMENT DISCOUNTS.

 

 

PRESS CR FOR PAYMENT DISCOUNT SHOWN OR ENTER AMOUNT DESIRED:

 

Enter discount amount.

 

[Enter] to accept default payment discount.

 

After pressing [F4] to finish a sale, any of the following prompts or warnings may display.

 

>> SALE MUST HAVE POSITIVE TOTAL - PRESS CR:

 

This warning indicates that the sale does not have a positive total. If you are attempting to create a refund, you must instead initialize a REFUND type order.

 

[Enter] to return to SELECT DETAIL OPTION prompt.

 

>> REFUND MUST HAVE NEGATIVE TOTAL - PRESS CR:

 

This warning indicates that the refund does not have a negative total. If you are attempting to create a sale, you must instead initialize a SALE type order.

 

[Enter] to return to SELECT DETAIL OPTION prompt.

 

>> CUSTOMER IS OVER HIS CREDIT LIMIT BY $###.00
   PAYMENT REQUIRED AT TILL - ENTER 'CANCEL' OR PRESS CR.

 

For a CREDIT TO PURCHASE SALE this prompt indicates that the total amount of the order exceeds the customer's REMAINING CREDIT. The customer will be required to make a payment before the invoice or picking list can be printed. See 31561 - SALES ORDER ENTRY, PAYMENT PROCESSING, Credit To Purchase Payments.

 

[Enter] to return SELECT MAIN OPTION prompt of header entry screen.


>> CUSTOMER IS OVER HIS CREDIT LIMIT BY $###.00
   ENTER 'CANCEL' OR PRESS F3 TO MODIFY LINES OR PRESS CR TO OVERRIDE.

 

If your system is configured accordingly, for an ON-ACCOUNT SALE, this prompt indicates that the total amount of the order exceeds the customer's REMAINING CREDIT amount.

 

[Enter] to attempt to accept order.

 

If your system is configured accordingly, you are required to enter a password if the amount of the order exceeds the customer's REMAINING CREDIT by less than 10% of the customer's CREDIT LIMIT. The following prompt displays.

 

 

** ENTER CREDIT LIMIT OVERRIDE PASSWORD <10% OVER OR PRESS F3 TO BACKUP:

 

Enter override password.

 

[F3] to return to SELECT DETAIL OPTION prompt.

 

If your system is configured accordingly, you are required to enter a password if the amount of the order exceeds the customer's REMAINING CREDIT. The following prompt displays.

 

 

** ENTER CREDIT LIMIT OVERRIDE PASSWORD OR PRESS F3 TO BACKUP:

 

Enter override password.

 

[F3] to return to SELECT DETAIL OPTION prompt.

 

[F3] to not accept order and return to SELECT DETAIL OPTION prompt.

 

"C""A""N""C""E""L" to cancel sale.

 

The cursor returns to the order initialization screen.

 

 

>> NO UN-PRINTED POSITIVE LINES - SET SHIPPED DATE ? (Y/N):

 

If your system is configured to print only "unprinted" lines, this prompt displays under the following circumstances:

  • SHIPPED DATE currently set to "00/00/00".
  • Order is a refund or order total equals zero.

"Y" to set the SHIPPED DATE to current system date.

 

"N" to not set SHIPPED DATE.

 

>> UN-PRINTED LINES - CHANGING SHIPPED DATE BACK TO '00/00/00'. PRESS CR:

 

If your system is configured to print only "unprinted" lines, this prompt displays under the following circumstances:

  • SHIPPED DATE currently set to specific date.
  • Order contains unprinted detail lines (ie. new lines added since SHIPPED DATE was set).

[Enter] to set SHIPPED DATE to "00/00/00".


** ENTER PASSWORD TO CHANGE SHIPPED DATE OR PRESS F3 TO BACKUP:

 

If your system is configured accordingly, then you sre required to enter a password to change the SHIPPED DATE.

 

Enter password.

 

[F3] to return to SELECT DETAIL OPTION prompt.

 

>> NO REFUND METHOD - ORDER NOT COMPLETE - PRESS CR:

 

This warning indicates that REFUND order's REFUND METHOD has not been entered. The order remains incomplete and non-selectable.

 

[Enter] to clear alert and continue.

 

>> NO P.O. NUMBER - ORDER NOT COMPLETE - PRESS CR:

 

If your system is configured accordingly, this prompt indicates that the order's PO# field is null. The order remains incomplete and non-selectable.

 

[Enter] to clear message and continue.

 

F5 = SHIPPING OPTIONS (ALL LINES)

 

[F5] to access shipping options.

 

Select this option to flag detail lines for delivery and to access other shipping options. See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES, Ship/Print Options (All Lines).

 

 

F6 = DISCOUNT LINES

 

F6] to access discount lines options.

 

Select this option to apply a price discount to one or more detail lines in the order. See 31672 - SALES ORDER ENTRY, MISC. PRICE DISCOUNTS.

 

 

F7 = INIT FOR BACKORDER

 

[F7] to initialize order for backorder.

 

Includes partial shipping and to generate partial shipment order. See 31568 - SALES ORDER ENTRY, MISC. PARTIAL SHIPMENTS.

 

 

F8 = MODIFY ALL LINES

 

[F8] to modify detail lines.

 

Select this option to scroll through the detail lines and selectively choose which detail lines and which fields to modify. See 31559 - SALES ORDER ENTRY, DETAIL MODIFICATIONS.

 


LINE#+F8 = MODIFY FROM SPECIFIED LINE

 

Line# + [F8] to modify detail lines from line specified.

 

Select this option to scroll through the detail lines from the line number entered here. Selectively choose which detail lines and which fields to modify. See 31568 - SALES ORDER ENTRY, MISC. PARTIAL SHIPMENTS.

 

 

F9 = REPRICE LINES

 

[F9] to reprice lines.

 

Select this option to modify the prices on one or more lines. See 31559 - SALES ORDER ENTRY, DETAIL MODIFICATIONS.

 

 

F10 = ORDER MESSAGES

 

[F10] to access order messages options.

 

Select this option to insert user a defined message at the start or end of the order or anywhere within the body of the order. See 31673 - SALES ORDER ENTRY, ORDER MESSAGES.

 

 

F12 = THIS LIST OF OPTIONS

 

[F12] to display order detail options window.

 

'GP' = SHOW/CALC GROSS PROFIT

 

"G""P" to calculate and/or display gross profit of order.

 

GROSS PROFIT OPTIONS:
( 1)  TURN ON GROSS PROFIT INFO DISPLAY
( 2)  RE-CALCULATE ORDER'S GROSS PROFIT

 

"1" to toggle on/off gross profit information display.

 

"2" to recalculate gross profit of order.

 

'N' = NOTES

 

"N" to display order notes editing window.

 

See 31674 - SALES ORDER ENTRY, MISC. ORDER NOTES.