SALES ORDERS - ORDER ENTRY EDIT SCREEN

Update 22 Init 12

This screen is used to Enter Sales Orders.

Fields

• Query Drop Down and Query Field.  
  • The drop down at the top of the screen allows you to search for Orders in various statuses.  For some of the queries, a value in the Query Field (the field to the right of the drop down) will be required.  After making a selection from the drop-down and entering a value in the field (if necessary), click the Search button and a list of Orders meeting the criteria will be displayed.   Double click on the one of the Orders and will be brought up on the screen for editing or review.
• Order #. 
  • This is the Order # which is a unique number within Coreflex.  It is generated automatically when Create New Order Button is clicked.
• Status. 
  • The Status of the Order.  This screen processes In Entry and Awaiting Allocation statuses.
• Customer #. 
  • The Customer for whom the order is being filled.  Use the Setup Customers screen to add or update Customers in Coreflex.  When a customer is selected, the Terms, Addresses, and Sales Rep fields will update automatically.
• Customer PO. 
  • PO or Reference # supplied by customer for this order.
• Terms. 
  • Payment Terms for customer.       
• Priority. 
  • Priority of this Order.
• Order Date. 
  • Entry or issue date of the Order.
• Ship To. 
  • Name of person or business the order is being shipped to.
• Adress1. 
  • First address line where the order is being shipped to.
• Address2. 
  • Second address line where the order is being shipped to.
• City. 
  • City where the order is being shipped to.
• State / Province. 
  • State or Province where the order is being shipped to.
• Country. 
  • Country where the order is being shipped to.
• Zip / Postal Code. 
  • Zip or Postal Code where the order is being shipped to
• Ship Date. 
  • The promised ship date for the order.
• Charge Ship. 
  • This is used for information only to indicate if shipping is to be charged for this order.
• Comments. 
  • Order Comment.
• Cncl Reason. 
  • When Orders are cancelled, a reason is collected from the user.  This Cancel Reason is displayed here for Cancelled Orders only.
• Rep. 
  • Sales Rep responsible for this Order.
• Productid. 
  • The Coreflex Productid being ordered.
• Price. 
  • Unit price that the customer is being charged for the order item.
• Qty. 
  • Qty of the item being ordered.
• UOM
  • Unit of Measure for the item being ordered.

Buttons

• Search. 
  • Searches the Orders using the Query Drop-Down and Query Field at the top of the screen.  Double click on an Order in the resulting list to review or edit it on this screen.
• Create New Order. 
  • Clears the screen and generates a blank Order with a status of In Entry and a unique Order Number.  The format of the number is controlled through System Settings:
  • Orders: Order Date Prefix – used to prefix the Order with a date.
  • Orders: Order Prefix - used to prefix the Order with an alpha-numeric character or string.
  • Orders: Order Precision – Determines how many digits to keep to the right of the Prefixes.
  • The default number has a date prefix using the year-month-day plus a 23 digit counter.
• Create Estimate.
• Convert to Order.
• Save. 
  • Saves all information entered in fields above the items list.  Always click this button after editing header fields before adding or updating items.
• Order Entry Complete. 
  • Click this after all the items have been added to the Order.  The Order will go to a status of Awaiting Allocation unless all items have been manually allocated, in which case it will go to a status of Allocated.
• Edit Order. 
  • Changes the status of the Order to In Entry.  This allows editing of the Order Items.  This can only be done while the order status is less than Shipping Complete and not while the order is in a status of In Picking or Allocated.
• Hold Order.  
  • Clicking this button will change the Order status to Order Held.  A reason will be requested and the reason will be added to the Order Comment.  This button is available when the order is in a status of Awaiting Allocation and no Allocated or Picked order lines exist.
• Release Order. 
  • This button is only available if the Order is in an Order Held status.  Clicking this button will change the Order status to Awaiting Allocation.  A reason will be requested and the reason will be added to the Order Comment.
• Cancel. 
  • This displays the Confirm Cancel Orders screen which requires that you confirm the cancelation of the order, and cancels the order.
• Update Comment. 
  • Allows editing of the comment for the Order.
• Re-Price All. 
  • Requires Feature Customer Pricing.  Re-Prices all the items on the order based on the pricing rules setup on the Setup Price Levels screen.
• Print. 
  • Prints the Sales Order.
  • By default, the button will print the format in the system setting Printers: Sales Order Print Format which can be overridden by the Printers: Sales Order Print Template setting.
  • The user can select from a list of print format by changing the setting Printers: Sales Order Manually Select Print Format to Yes.  The formats suggested may be changed using the system settings Printers:  Sales Order Manual Select Format 1 Form thru Format 5 Form and Sales Order Manual Select Format 1 Name thru Format 5 Name.
• Totals. 
  • Pops up a screen which will show the order lines and totals.
• Update Customer. 
  • Updates the customer address information with the information on the Screen.  If the customer does not exist, the option will be given to automatically create the customer.
• More. 
  • Opens the Order Data screen which allows entry of more user defined fields and Shipping Method.
• Add Item. 
  • Click this button after you have entered a productid, qty, price and uom for a product to add it as a line on the Sales Order.  Clicking enter on the UOM field “clicks” this button and adds the line automatically.
  • If there is an Invalid Entry message displayed when the button is clicked, either the Product ID does not exist or the UOM selected is not a UOM is the Products UOMClass.
• Update Item. 
  • This accepts new values for the Productid, Qty, Cost, and UOM of the highlighted Order Line.
• Cancel Item. 
  • Sets the Order line to a cancelled status.  This Button is only available if the Order Status is In Entry and there are no Subitems for the order line.
• Update Desc. 
  • This allows you to change the description of an item on the Order Line.
  • Highlight the line with the incorrect description and click Update Description. You can change the description after that.. The description will be updated for that specific order line only (the Product Description will remain the same). Because the order has been picked, there will be another line with the same product, fix description on that line as well.
  • NOTE: If you don't have the Update Desc button, please do the following:
    • Go to the Setup menu and select System.
    • Change the following 2 Settings to ALL:
      Orders: Allow Description Edit (Type) Change to ALL
      Orders: Allow Description Edit (Status) Change to ALL
    • Then exit the Set System Screen and restart Coreflex (File – Exit and then double click the icon to restart).
• Override Price. 
  • Requires Feature Pricing.  Allows the price for an item to be set manually and not overwritten by the Re-Price all button.  Highlight the desired order line and click override price.  The Price for that line will be available for updating using the Price Field and Update Item Button.
• Calculate Price. 
  • Requires Feature Pricing.  Allows the price to be manually calculated using various formulas or direct entry.  The line will automatically be marked as Price Override.
• Select Products. 
  • Pops up the Search Products dialog which allows you to search for products using productid, description, category fields, and various inventory queries to add to the Purchase Order.
• Allocate Inventory. 
  • Pops up the Allocate Inventory screen.  This allows you to manually allocate an order line instead of having the system automatically find the inventory to pick for the order.
• Enter Serial Numbers. 
  • Requires Feature Serial Number Tracking.  Allows entry of the Serial Numbers to pick for that order line.
• Enter Serial Range.  
  • Requires Feature Serial Number Tracking.  Allows entry of a range of Serial Numbers to pick for that order line.