Table of Contents - Jason Industrialbranch, etc. Quotes do not commit inventory or update customers' booked order balances. Once the quote is approved, the operator may release the

QUOTE MANAGEMENT

Table of Contents

QUOTE MANAGEMENT .................................................................................. 1

QUOTE MANAGEMENT - INTRODUCTION AND OVERVIEW ............................................... 3

COMMON FUNCTIONS ..................................................................................................... 4 USING COMMENTS ....................................................................................................... 4 USING NOTES ......(INOTE, CNOTE, PNOTE, VNOTE) ......................................................... 5 USING SPEICAL MENUS SPECIAL QUERY MENUS (QMENU) ............................................ 7

VALIDATION TABLES AND MODULE SETUP ....................................................................... 8

QUOTE PROCESSING PROGRAMS ..................................................................................... 8 QUOTE- ................QUOTE ORDER ENTRY ........................................................................ 8

QUOTE ENTRY INTRODUCTION ................................................................................... 8 HEADER SECTION ...................................................................................................... 8 DETAIL SECTION ......................................................................................................30 SUMMARY SECTION .................................................................................................51 UPDATE TRANSACTIONS OPTION ..............................................................................54 REMOVE TRANSACTIONS OPTION .............................................................................55 QUERY TRANSACTIONS OPTION ................................................................................57 DUPLICATE TRANSACTIONS OPTION..........................................................................58 VIEW TRANSACTIONS OPTION ..................................................................................61 ORDER RELEASE TRANSACTIONS OPTION ..................................................................64

QUOTE FORMS PROGRAMS .............................................................................................67 QOP- .....................QUOTATION ORDER PRINT .................................................................67

QUOTE REPORT PROGRAMS ............................................................................................71 QOOR- ..................QUOTE OPEN ORDER REPORT ............................................................71 QOORHD- .............QUOTE OPEN ORDER REPORT FROM HEADER BRANCH .........................78 QOXR- ..................CONVERTED QUOTE ORDER REPORT ..................................................85 QOMA- .................QUOTE ORDER MARGIN ANALYSIS .....................................................94

Next Generat ion® Quote Management

Release NGS-6.30 QM-2

Proprietary Notice This manual contains information w hich is proprietary to Munics Information Systems, Inc. and all rights are reserved. No part of this manual or its contents may be used or reproduced by any means w ithout the express w rit ten permission of Munics Information Systems, Inc. Disclaimer of Warranty The material contained herein is subject to change w ithout not ice. Munics Information Systems, Inc. makes no w arranty, express, implied or by descript ion, regarding the information set forth herein. Munics Information Systems, Inc. does not guarantee, w arrant or make any representat ion regarding the use of, or the results of the use of, the programs in terms of correctness, accuracy, reliability, currency or otherw ise, and the purchaser relies on the programs and the results solely at his/her ow n risk. NEXT GENERATION® is a registered trademark of Munics Information Systems, Inc. Copyright 1987-2006 Munics Information Systems, Inc.



QUOTE MANAGEMENT - INTRODUCTION AND OVERVIEW Quotes may be entered into the system and be turned into orders automatically w hen and if the customer decides to purchase the goods. QUOTE entry w ill generate a Quote Order Print (QOP) document and w ill remain on the system unt il an expirat ion date is reached. Quotes can opt ionally be e-mailed or faxed to the customer direct ly. Quote numbers are sequentially assigned by the system. Full open quote report ing exists w hich can be sorted by quote number, sales agent, branch, etc. Quotes do not commit inventory or update customers' booked order balances. Once the quote is approved, the operator may release the quote in order to generate an open order on the system. The system is set up w ith various header and detail prompts already established in quote entry, but this can be modif ied by via the " PROMPT" program. After you accept the Quote, a w indow w ill appear that allow s you to change the customer and / or the ship to details. There is a lookup icon in both f ields to help you do a search. When you press " OK" to cont inue another w indow is displayed. The user must then click the " Quote Order" button to create a Quote, the " Sales Order" button to create a Sales Order, The " Drop Ship" button to create a Drop Ship Sales Order (If you creat ing Sales Orders, see the Sales Order Manual), The " Cancel Order" to cancel the current quote you are w orking on and return to the main menu or the " Return to Order" button w hich allow s you to update or add to the current order you are w orking on.(see page 35) Non-stock items are entered w ith a period " ." preceding the part number. The funct ionality of QUOTE provides a dif ferent prompt sequence for non-stock items versus stocked items. This insures that the proper discounts, commissions, tax status, product group, and costs, etc., are established. By ut ilizing all the automatic pricing features available you w ill eliminate the need to manually determine the pricing for a customer and item or research pricing history. If there is a need to negot iate a price, a user can easily review all the customer purchase history for that item in the Customer Item Sales Inquiry (CISI) to determine the latest prices and latest costs the item w as sold.



COMMON FUNCTIONS USING COMMENTS HEADER/DETAIL COMMENTS Comments a user w ishes to print on forms can be entered in a variety of w ays. Users can enter comments from several programs such as ORDER, BILL, SHIP, POE, etc. on either the Header level, or Detail level. If entering comments on the detail level, then each line w ould have its ow n individual comments. To enter comments, select the Comment button on either the Header or Detail w indow s of the program you are using. When the Comment Maintenance screen appears, you may enter your addit ional free form information that is associated w ith the record. You determine in this program w hether or not to print the comments on the various forms and w hether or not to transfer them to the history f iles. The user has the ability to use a total of up to 9,999 lines per record. Each comment line may contain a total of 50 characters. Once comments have been established, the user may (U)pdate, (R)emove, and (V)iew the comments pertaining to that record. This Comment capability exists in many programs. STANDARD COMMENTS You can maintain standard comments in the system by using the program SCOM. These standard comments can then be transferred to various other programs that allow the user to enter Header and Detail comments. When the user is in a program, such as ORDER, BILL, POE, etc., and is entering or maintaining comments in the Comment Maintenance screen, they may select the Standard Transfer button at w hich point, a drop dow n list w ill appear. By select ing one of the standard comments from the list and select ing the OK button, the standard comment w ill be automatically brought back to w hat ever program the user is current ly using. MEMOA COMMENTS By using the MEMOA program, the user has the capability of adding comments that w ill print on ALL the forms selected for a part icular funct ion. For example, if you w ish to display a message on all orders such as HAPPY HOLIDAYS, you could go to the MEMOA program, add a record for the part icular form you desire. Make sure you use the proper ID, in this case you w ould use SOP. Type in the message or comments for this Memo A record. The information you entered w ill appear on ALL the Orders, in this case, HAPPY HOLIDAYS. When the SOP print program is executed, it searches for this record and w ill print your comments on ALL of the orders selected for print ing. THIS REMAINS IN – EFFECT UNTIL YOU DELETE OR CHANGE THE COMMENT IN MEMOA. You can also use this feature to display your Terms and Condit ions. There are certain special MEMOA ID' s that are signif icant to the system. They are: MEMOA -ID FUNCTION INVP For adding a free form message on the Invoice. SOP For adding a free form message on the Standing Orders. QOP For adding a free form message on the Quotes. POP For adding a free form message on the Purchase Orders. PLP For adding a free form message on the Packing Lists. PTP For adding a free form message on the Picking Tickets. ARS For adding a free form message on the Statements. RAP For adding a free form message on the Return Authorizat ion forms. INVPTC For adding Terms and Condit ions on the Invoice. SOPTC For adding a Terms and Condit ions on the Standing Orders. QOPTC For adding a Terms and Condit ions on the Quotes. POPTC For adding a Terms and Condit ions on the Purchase Orders.



PLPTC For adding a Terms and Condit ions on the Packing Lists. PTPTC For adding a Terms and Condit ions on the Picking Tickets. ARSTC For adding a Terms and Condit ions on the Statements. RAPTC For adding a Terms and Condit ions on the Return Authorizat ion forms. USING NOTES (INOTE, CNOTE, PNOTE, VNOTE) INOTE: The Item Notes Maintenance program (INOTE) allow s the user to enter and maintain special notes about items and have those notes displayed to other users w hen the users are accessing those items in certain programs. The programs that w ill display these item notes are: ORDER Order Entry Program IM Item Maintenance Program ILP Item List Price Maintenance Program ICM Item Cost Maintenance Program QUOTE Quote Entry Program BILL Bill Program IQQ Inventory Quantity Inquiry Program IPAI Item Price/Availability Inquiry Program POE Purchase Order Entry Program IPMB Item Branch Planning Detail Maintenance Program ITPA Item Time-Phased Availability Query Program ICUT Branch Inventory Controls Query Program REQM Requisit ion Maintenance Program ALL All Programs listed above There is a special ALL opt ion that w ill allow the notes to be displayed on all the programs listed above. If there are mult iple notes for an item, the user sett ing up the notes can determine w hat sequence the notes w ill be displayed. The user also can determine for w hat funct ion these notes w ill be displayed (i.e. – display only w hen the user is in the ADD mode, or UPDATE mode or ALL modes). A valid date for beginning and ending the displaying of the note can also be entered. NOTE: The default value for the ending date f ield is maintained in ACF opt ion " sys004" . CNOTE: The Customer Notes Maintenance program (CNOTE), allow s the user to enter and maintain special notes about customers and have those notes displayed to other users w hen the users are accessing those customers in certain programs. The programs that w ill display these customer notes are: ORDER Order Entry Program CM Customer Maintenance Program CCM Customer Credit Maintenance Program BILL Bill Program QUOTE Quote Entry Program SHIP Shipping Confirmation Program CCMS Customer Credit Management Program CCQ Customer Credit Inquiry Program IPAI Item Price/Availability Inquiry Program CHM Customer History Maintenance Program ARQ Accounts Receivable Inquiry Program CASH Cash Receipts Entry Program ALL All Programs listed above



There is a special ALL opt ion that w ill allow the notes to be displayed on all the programs listed above. If there are mult iple notes for a customer, the user sett ing up the notes, can determine w hat sequence the notes w ill be displayed. The user also can determine for w hat funct ion these notes w ill be displayed (i.e. – display only w hen the user is in the ADD mode, or UPDATE mode or ALL modes). A valid date for beginning and ending the displaying of the note can also be entered. NOTE: The default value for the ending date f ield is maintained in ACF opt ion " sys004" . PNOTE: The Prospect Notes Maintenance program (PNOTE), allow s the user to enter and maintain special notes about prospects and have those notes displayed to other users w hen the users are accessing those prospects in certain programs. The programs that w ill display these prospect notes are: QUOTE Quote Entry Program PM Prospect Maintenance Program ALL All Programs listed above There is a special ALL opt ion that w ill allow the notes to be displayed on all the programs listed above. If there are mult iple notes for a prospect, the user sett ing up the notes, can determine w hat sequence the notes w ill be displayed. The user also can determine for w hat funct ion these notes w ill be displayed (i.e. – display only w hen the user is in the ADD mode, or UPDATE mode or ALL modes). A valid date for beginning and ending the displaying of the note can also be entered. NOTE: The default value for the ending date f ield is maintained in ACF opt ion " sys004" . VNOTE: The Vendor Notes Maintenance program (VNOTE), allow s the user to enter and maintain special notes about prospects and have those notes displayed to other users w hen the users are accessing those prospects in certain programs. The programs that w ill display these item notes are: VM Vendor Maintenance Program POE Purchase Order Entry Program APVE Accounts Payable Voucher Entry Program APQ Accounts Payable Inquiry Program ALL All Programs listed above There is a special ALL opt ion that w ill allow the notes to be displayed on all the programs listed above. If there are mult iple notes for a vendor, the user sett ing up the notes, can determine w hat sequence the notes w ill be displayed. The user also can determine for w hat funct ion these notes w ill be displayed (i.e. – display only w hen the user is in the ADD mode, or UPDATE mode or ALL modes). A valid date for beginning and ending the displaying of the note can also be entered. NOTE: The default value for the ending date f ield is maintained in ACF opt ion " sys004" .



USING SPEICAL MENUS SPECIAL QUERY MENUS (QMENU) The purpose of the Menu Maintenance program is to maintain and design the layout of various menus. Menus may be added or tailored to meet end users needs (for more information on this program, see documentat ion on the MENUS program). There are how ever, Special Query Menus that are accessible internally in the ORDER, BILL, SHIP and QUOTE programs, w hich w ere created and can be maintained through the MENUS program by using the QMENU menu opt ion. This QMENU opt ion controls ALL the Special Query Menus, ut ilized in the ORDER, SHIP, BILL and QUOTE programs. There are specif ic Menu names for specif ic funct ions w hich are: For the SETUP Query menu, the calling menu name is " ordersu" For the order header Query menu, the calling menu name is " orderh" For the order detail Query menu, the calling menu name is " orderd" For the order summary Query menu the calling menu name is " orders" QMENU To maintain the Query Menus w hich are ut ilized in the ORDER and BILL programs call up the program MENUS and select the QMENU button: then select the menu name for the Special Query you w ish to maintain.



VALIDATION TABLES AND MODULE SETUP SEE THE VALIDATION TABLES MANUAL FOR DOCUMENTATION OF THE MAINTENANCE PROGRAMS FOR ADDITIONAL COMMON TABLES THAT SPAN MULTIPLE MODULES. THESE TABLES, WHICH ARE USED THROUGHOUT THE SYSTEM, NEED TO BE SET UP AND MAINTAINED. QUOTE PROCESSING PROGRAMS QUOTE- QUOTE ORDER ENTRY

QUOTE ENTRY INTRODUCTION The Quote Order Entry program is used to maintain quote order information. There are various opt ions available for the user in the Quote Entry program. Most important ly a user can Add, Update, Remove, Duplicate and Release transact ions. They may also use the Query funct ions to display information to the screen or the View funct ion to view orders in a report format. There are three main sect ions in the quote entry program, entering the Header information, entering the Detail information and entering the Summary information. The quote program is similar in operat ion to the ORDER program. Many of the f ields displayed in QUOTE are the same f ields that a user w ill ut ilize in ORDER program. This allow s for easy transit ion from a quote to an order.

HEADER SECTION This screen is the start ing point of the Quote Order Entry Program. Procedure From the menu, enter " QUOTE" :



If the ADD opt ion is selected:

Use the MENU OPTIONS buttons to perform one of the follow ing funct ions: ADD

To ADD new transact ions.

UPDATE

To UPDATE exist ing transact ions.

REMOVE

To REMOVE an ent ire exist ing transact ion.

QUERY

To QUERY exist ing transact ions.

DUPLICATE

To DUPLICATE exist ing transact ions to new transact ions. User has an opt ion to duplicate from another Order OR from Invoice History.

VIEW

To VIEW exist ing transact ions.

ORDER RELEASE

To RELEASE exist ing FO (Future orders), SO (Standing orders), QO (Quotes), BL (Blanket orders) for processing. NOTE: User may opt to put security on the (A)uto release funct ion listed above. Use program SSM to input security on this opt ion. Select a security opt ion from the menu opt ions. Program Name w ill be " order" . Sub w indow w ill be " autorel" . Menu Option w ill be " A" . All other f ields are user def ined.

SET UP

To open SET UP opt ions w indow . The SET UP button is a convenient w ay for the user, w ithout leaving the order entry program, to have access to a Special Menu w hich contains the prompt program (PROMPT) and to the Program/Printer Maintenance program (PPM). The set up menu is a Special Query Menu w hich w as created and can be maintained through the MENUS program by using the QMENU menu opt ion. This QMENU opt ion controls ALL the Special Query Menus, ut ilized in the ORDER, SHIP, BILL and QUOTE programs. The Menu name for this specif ic setup menu is " ordersu" . If desired, the system administrator has the capability of adding addit ional programs to be displayed w hen the SET UP opt ions is selected. See documentat ion on MENUS program, QMENU opt ion. The PROMPT program is used to control w hat f ields the user w ill be prompted for w hen adding new records and in w hat sequence these f ields w ill appear.



The PPM - Program/Printer Maintenance program is ut ilized in selected programs for the purpose of def ining w hat programs or printers to execute upon exit ing the program the user is in. For example, if the user is in the ORDER program and w ants to trigger the print ing of a Sales Order immediately after the order is entered, they could set up a PPM record that tells the ORDER program to init iate the SOP program after the transact ion is complete. Or if the user is in the BILL program and w ants to trigger the print ing of an Invoice, they could set up a PPM record that tells the BILL program to init iate the program INVP immediately after the transact ion is completed. In the PPM record, the user w ould def ine w hich printer the Invoices or Sales Orders w ould print on. The user w ill have the opt ion to manually prompt for program to run or have program automatically triggered. NOTE: If the company policy is to have the System Administrator maintain and control all prompting or PPM records or any combinat ion of these tasks, then security can be established. Security can be created on this SET UP menu opt ion or security can be put on the PROMPT program or the PPM program or both or any combinat ion of these tasks.

Enter the follow ing f ields: TRANSACTION DATE

This is the transact ion date and is automatically f illed in from the session date that w as set w hen the user logged onto the system (normally today' s date). To override the date, type in the appropriate date or use the calendar button. TIP: if you are typing in a batch of orders and w ant to back date all of them, change the session date on the main page by clicking on the session date button. Be careful to set the date back w hen you are f inished or all t ransact ions w ill be defaulted to the date you typed in for the session date.

TRANSACTION TYPE

QO w ill be defaulted and is the only valid entry.

CUSTOMER ID Enter a valid Customer ID, or Phone Number, or 5 digit zip code (must enter all 5 digits, no asterisks). You may also use the drop dow n w indow to have a search w indow appear. You may also leave it blank and hit the enter key for the search w indow to appear. Program w ill check for a valid customer ID, if not found then program w ill check for a valid customer phone number, if not found then program w ill check for a valid Ship-To phone number. Program w ill check for a valid customer zip code. Inact ive Customer Check acf opt ion oe110 controls w hether or not to allow an entry to be made for a Customer that has been f lagged as inact ive. CUSTOMER ID ASSIGNED ON THE FLY This opt ion w orks in conjunct ion w ith acf opt ions ar093/ar093a/ar093b and oe039/oe039a. If you are using this opt ion input a NON-EXISTENT Customer ID at the Cust ID f ield and you w ill be asked if you w ant to create a new customer.



SHIP-TO Enter a valid Ship to ID. Use the drop dow n w indow to search and display available ship to id' s and addresses.

ORDER NUMBER The system w ill assign the order number based upon how acf opt ions are set. ACF Option oe002 indicates to the ORDER program how to assign order numbers. There are three possibilit ies, w hich are: If the Value is Y, then ORDER w ill assign sequential Order Numbers If the Value is N, then the USER w ill manually assign Order Numbers If the Value is O, then ORDER w ill assign sequential Order Numbers, but user can override the Order Number f ield. Note 1: If the Value is Y or O, then the system w ill use the acf nextord w hich contains the next order number. Note 2: If you w ish to assign order numbers by division acf opt ion oe002 needs to be coded w ith a value of either Y or O. See acf opt ion ar099. ACF opt ion ar099 controls the sett ing of the order number. This opt ion is used by QUOTE, ORDER, and BILL to determine how transact ion/reference numbers are to be assigned by the system. There are three possibilit ies, w hich are: If the Value is NULL or 0, then use the series of acf opt ions that begin w ith ' next??' to assign the various transact ion/reference numbers. (i.e. the acf nextord contains the next order number, next inv contains the value of the next invoice number, nextcm contains the value of the next credit memo number and so on. If the Value is 1 then use the next invoice, next credit , next order, next quote numbers found in the Division record (DVM). If this opt ion is used, user may also choose to assign a Pref ix to these numbers. This pref ix value can be set in DVM. If the Value is 2 then the system w ill do the same as opt ion 1 but doesn' t prompt for the division in QUOTE, ORDER, and BILL.

User w ill be prompted as follow s: If the Customer ID is not Valid you must enter the Customer Master (CM) program to add that customer.

CUSTOMER ID This opt ion w orks in conjunct ion w ith acf opt ions ar093/ar093a/ar093b and



ASSIGNED ON THE FLY

oe039/oe039a. If you are using this opt ion input a NON-EXISTENT Customer ID at the Cust ID f ield.

If the user opts to add a new Customer, the follow ing screen w ill appear and the cursor w ill be on placed in the First f ield- Fld 1- ' NAME'

User must enter all prompted f ields in ' CM' . When the record is added, the user w ill see the follow ing:



CUSTOMER ID Enter Customer ID

Customer ID w ill be assigned by the set-up def ined in acf opt ions ar093a/ar093b. User may depress < ENTER> to accept this Customer press exit button to exit /abort CM.

Enter the customer information. If the ACF opt ions for credit checking are act ive and the customer fails any of the credit checking the follow ing w indow w ill open:



Special notes may opt ionally appear. Customer notes are maintained in CNOTE program:

When you' ve entered your customer details and ship-to data you can proceed using one of the opt ions on the main menu.

Use Accept button to proceed w ith the order .Follow the prompts Use the Customer button to allow you to change All details for the Customer. Use the Shipto button to allow you to change All details for the Ship-to. Use the Override button to allow you to change Customer Or Ship-to Details (except Cust ID and Ship-to ID). Use the Manual button to change the ship-to details (except Ship-to ID). Use the help button for on-line help. Use Exit to to return to Order screen. Enter thru the prompts to access the Order Entry screen use the New Line tab to enter new Lines.



After you select the new Line tab, the follow ing screen appears. Enter the Item ID, Qty and other details. When f inished press OK.

If there are any Related Items they w ill be displayed automatically.

Header Options:

1. To see the Header details use the Order Header button on the main menu. Use the header tabs 1 thru 6 and select exit to return to the order screen.

2. To override any header f ield, use the Update button on the main

menu then place your cursor into the f ield you w ant to change. 3. To override Ship-to information, use the Order Header button,

then select the Update button from the header screen and place cursor in the Ship-to f ield you w ant to change.

4. To enter comments pertaining to the ent ire transact ion, Use the Comments button on the main menu to begin entering/maintaining the comments. Up to 9,999 lines of comments pertaining to this transact ion may be entered. Comment capability is also available for each detail line using the comments button on the task bar.

5 To proceed to post ing " New Lines" for this transact ion, use the

New Line tab on the task bar. 6. Use Summary button to proceed to Summary screen. From

summary screen user may then accept transact ions.



7. Use Accept Order button from the main menu to accept the

order. 8. Use view button from the main menu to view . User may scroll up

or dow n through view as w ell as maintain detail records direct ly from the view .

9. Use Margin button from main menu to proceed to Margin View .

Security may be placed on margin view using program SSM. When prompted for program name enter " costview " . Any price changes made in the Margin View w ill w rite a record to the audit table and can be view ed in the ATM program.

10. Use Query Menu button for a list of various programs that you

can do a query on. When you are f inished w ith the chosen program, hit cancel button to return to the order screen.

The Header Screens contain all the f ields necessary to process an order. Header screen 1:



Header screen 2:

Header screen 3:

Header screen 4:



Header screen 5:

Header screen 6:



The follow ing Header f ields may be entered: CUSTOMER NAME

Enter the customer name.

CUSTOMER ADDRESS 1, 2, 3

Enter customer address 1, 2 or 3.

CUSTOMER CITY

Enter the customer city.

CUSTOMER STATE

Enter the customer state.

CUSTOMER POSTAL

Enter the customer postal zip code. If acf opt ion sys003a is set to 1 the system w ill automatically populate the city / state / country f ields.

CUSTOMER COUNTRY

Enter the customer country.

CUSTOMER ATTN

Enter the name of the person to w hom the delivery should be made.

XREF

Enter customer cross reference.

FUTURE USE.

PHONE NO.

Enter customer phone number.

FAX NO.

Enter customer fax number.

PO NO.

Enter customer P.O. number. This may be a required f ield for certain customers. The " PO REQUIRED" f ield in customer maintenance determines this.

RESALE #

Enter customer resale cert if icate number.

SHIP TO ID

Enter a valid Ship to ID. Use the drop dow n w indow to search/display several ship to' s.

SHIP TO NAME

Enter ship-to name.

SHIP TO ADDRESS 1, 2, 3

Enter ship-to address 1, 2 or 3.

SHIP TO CITY

Enter ship-to city.

SHIP TO STATE

Enter ship-to state.

SHIP TO POSTAL

Enter ship-to postal code. If acf opt ion sys003a is set to 1 the system w ill automatically populate the city / state / country f ields.

SHIP TO COUNTRY

Enter ship-to country.

SHIP TO ATTN Enter ship-to attent ion.



FUTURE USE

FUTURE USE

REMARKS

Enter remarks.

MARK FOR

Enter the ' mark for' information.

PO DATE

Enter customer purchase order date.

REQUIRED DATE

Enter the requested delivery date for this transact ion. Open Order Reports sort by this date f ield.

CANCEL DATE

Enter the customer cancel date.

PROMISED

Enter promised deliver date.

ENTERED

This is a system maintained f ield.

SHIP DATE

Enter the shipping date.

PICKER

Enter the person picking this order.

ORDERED


ORDER #


# OF SHIPMENTS

This is a system maintained f ield. The system w ill automatically increment this f ield by one for each shipment or backorder generated.

DIVISION

Enter a valid Division ID. These codes are maintained through the DVM program.

SALES AGENT 1

Enter sales agent 1. The system allow s the user to maintain w ho the agent is for this transact ion. Sales agents are maintained through the SM program.

TERRITORY

Enter a valid territory code. These codes are maintained through the TRM program.

VIA

Enter a valid ship via code. A ship via table is provided so that the user may def ine the various methods of shipment. These codes are maintained through the SVC program.

FOB

Enter the FOB code. A freight on board table is provided so that the user may def ine the various freight on board codes. These codes are maintained through the FOB program.

FREIGHT PAYMENT

Enter the freight payment method code. A freight payment table is provided so that the user may def ine various freight payment method codes. These codes are maintained through the FPM program.

LOCK BOX

Enter the lock box code. These codes are maintained through the LBR program.



TERMS CODE

Various terms codes may be assigned to a customer in order to properly calculate terms and due dates. These codes are maintained through the TCM program.

BRANCH

Enter a valid shipping branch. These codes are maintained through the BRM program. Inventory balances are maintained at the branch level. User can also use program UCM to select the correct branch id for each order entered. User can choose betw een having branch validat ion done on a header basis or header and detail basis on the UCM program. Acf opt ion oe 078 controls this funct ion.

SELL BRANCH

Enter the sell branch. These codes are maintained through the BRM program.

CUSTOMER TYPE

Enter a valid customer type code. These codes are maintained through the CTC program.

DEPARTMENT

Enter a valid department code. These codes are maintained through the DM program.

ROUTE CODE

Enter the route code.

STOP CODE

Enter the stop code.

SALES ANALYSIS CATEGORY A, B, C, D

Categories may be established to ident ify or classify part icular customers. Four levels are allow ed: A, B, C, D. These codes are maintained through the CSAC program.

SIC CODE

Enter the SIC code.

TO BRANCH


ACCOUNT GROUP

Enter a valid Customer G/L Account Group Code. Customer G/L Account Group Codes can be maintained in program CAGM. Use the drop dow n w indow to f ind group codes. This f ield can be opt ionally used in conjunct ion w ith GLPAR sett ings to control how program w ill update G/L distribut ions on those programs that feed data up to the General Ledger f iles. Data for CAGM records are stored in a table called " cuactgrp" .

CUSTOMER BACKORDER FLAG

Enter Y if the customer accepts backorders, or N if the customer does not accept backorders.

COMMENTS

Enter Y if there are comments on this transact ion, or N if no comments have been added to this t ransact ion.

CONFIRM

This f ield indicates w hether or not this is a conf irming order.

ON HOLD FLAG

This f ield allow s an order to be placed on hold. Y indicates the order is on hold, N indicates the order is not on hold.



Orders placed on hold may be released through the ORDER_RELEASE ring menu opt ion in program CCM.

HOLD REASON CODE

This f ield allow s the user to def ine a reason code as to w hy an order has been placed on hold. User may establish reason codes as they require. The follow ing reason codes w ill be generated automatically by the program for the described credit check except ions: DL - Days Limit Except ion CL - Credit Limit Except ion BL - Bookings Limit Except ion IC - Inact ive Customer Except ion

IS A B/O


PRIORITY CODE

Enter the Priority Rule code. This header f ield may be set based on customer information or can be used in conjunct ion w ith the item priority rules code present on each detail line of an order or invoice. This f ield assists in controlling w hether or not orders or line items can be shipped w hen running the ORDERS AVAILABLE TO SHIP output (OATS). The OATS program ut ilizes the follow ing order header and order detail codes to determine if a line can be reported for shipping. The follow ing is a table of how these codes w ork w ithin the OATS program:



CUSTOMER RULES CODE

ITEM DETAIL RULES CODE

SHIPMENT RULES

NULL,0 NULL,0,1 Ship w hatever can be shipped on any line. 1 NULL,0,1 Ship ONLY if ALL lines can completely

ship. 2 NULL,),1 Ship any lines that can completely ship. 3 NULL,0 Ship w hatever can be shipped (Part ial

ship). 3 1 Ship any lines that can completely ship. Null,0,1,2,3 2 Ship ONLY line items that can completely

ship. ORDER RULE

Enter the order rule code.

FREE FREIGHT Enter the free freight code. Valid entries are: 0 - Normal freight calculat ions w ill be performed. 1 - Free freight customer. No freight calculat ions w ill be performed

ORDER TYPE Enter the order type. These codes may be maintained through the SOTYPE program.

POS CUSTOMER

Enter POS (Point of Sale) customer code. Valid entries are: 0- This is NOT a POS customer. 1- POS customer. This type of POS customer may have an Accounts

Receivable open balance on a transact ion. System w ill calculate Total Due based on total order amount. 2- POS customer. This type of POS customer must pay full amount in

BILL, or must pay full amount in ORDER if the Terms Code in customer record is def ined in ACF (pos003). System w ill calculate Total Due based on total order amount.

3- POS Customer. This type of POS customer may have an Accounts Receivable open balance on a transact ion. System w ill calculate Total Due based on committed amount. The committed value calculat ion w ill include the follow ing:

Line Discounts, Sales Tax, Handling (If set up for per item handling charge), Freight (If set up for per item freight charge), Insurance (If set up for per item insurance charge).

4- POS Customer. This type of POS customer must pay full committed amount in BILL, or must pay full committed amount in ORDER if the Terms Code in customer record is def ined in ACF (pos003). System w ill calculate Total Due based on committed amount. The committed value calculat ion w ill include the follow ing:

Line Discounts, Sales Tax, Handling (If set up for item handling charge), Freight (If set up for per item freight charge), Insurance (If set up for per item insurance charge).

REPRICE CODE

Enter customer reprice code. Valid entries are: NULL -No repricing of transact ion 1 -Reprice the transact ion - in ORDER and BILL 2 -Reprice the transact ion - except in BILL.



Programs ORDER and BILL ut ilize this code to determine if the transact ion should be repriced. Certain transact ions w ill allow for repricing based on this code in conjunct ion w ith the item reprice code on each line item. Both the customer reprice code and the line item reprice code must be set in order for the transact ion to be repriced. FO - Future Order Releasing may reprice the order SO - Standing Order Releasing may reprice the order OR - Normal Order may be repriced w hen billed SI - Standing Invoice Release Option in BILL program may reprice

SUBSTITUTION CODE

Enter the subst itut ion codes. Refer to the Subst itut ion Codes table in the Appendix at the end of this sect ion.

BILL METHOD

Enter the bill method. 0 - Accounts Receivable w ill be updated 1 - Cash Sale, No Accounts Receivable

PO REQUIRED

Enter the P. O. Required f lag. Y indicates that this transact ion requires a customer P. O. number, and N indicates that the transact ion does not.

DISCOUNT CODE

The order entry/invoice system calculates discounts based on a combinat ion of ' discount codes' stored in the customer master as w ell as codes stored in the item master. Refer to the Discount Codes table in the Appendix at the end of this sect ion.

DISCOUNT RATE

Enter the customer discount rate.

DISCOUNT TABLE

Enter the discount table. (Program DTM) Use the drop dow n w indow for Discount table lookup.

COMMISSION CODE

Enter the commission code. Refer to the Commission Codes table in the Appendix at the end of this sect ion.

COMMISSION RATE

Enter the customer commission rate.

INSURANCE CODE

Enter the customer insurance code. Refer to the Insurance Codes table in the Appendix at the end of this sect ion.

INSURANCE RATE

Enter the customer insurance rate.

ADVERTISING ALLOWANCE CODE

The ORDER and BILL programs allow the user to calculate an ' advert ising allow ance' amount. Refer to the Advert ising Allow ance Codes table in the Appendix at the end of this sect ion.

ADVERTISING ALLOWANCE RATE

Enter the customer advert ising allow ance rate.

HANDLING CHARGE CODE

The ORDER and Bill programs have several methods of automatically calculat ing a ' handling charge.' Customer and Item f ields control the usage of this feature. Refer to the Handling Charge Codes table in the Appendix at the end of this sect ion.

HANDLING Enter the handling charge rate.



CHARGE RATE

HANDLING CHARGE TABLE

Enter the handling charge table.

REBATE CODE

Rebate codes are required in order to properly calculate rebate amounts on the transact ion. Refer to the Rebate Codes table in the Appendix at the end of this sect ion.

REBATE RATE

Enter the customer rebate rate.

MISC 1, 2, 3

Enter miscellaneous information here.

TERMS DATE


TERMS %

Enter the terms percent associated w ith this terms code.

DUE DATE


TAXABLE

This f ield determines if the transact ion is taxable. Enter Y if taxable, or N if no tax is to be applied. Enter a valid tax table w hich def ines how much tax is to be calculated.

TAX TABLE

Enter a valid tax table ID. The tax tables are maintained through the TAX program.

TAX CLASS

Enter customer tax class. (Program TAX). Use the drop dow n w indow to f ind tax class. This f ield can be used in conjunct ion w ith the Tax Table f ield to ut ilize specialized tax tables, w hich can vary by customer and by item. For header calculat ions, the program w ill search for tax table records f irst by Tax Table and Customer Tax Class, and if no match is found, then by Tax Table only. For detail line calculat ions, the program w ill search for tax table records as follow s: f irst , by Tax Table, Customer Tax Class, and Item Tax Class; then, by Tax Table and Item Tax Class; then, by Tax Table and Customer Tax Class; and f inally, by Tax Table only. The f irst matching tax table record w ill be used. See program TAX for more details.

MATRIX

Enter the customer price matrix code. There are numerous pricing techniques allow ed by use of the price matrix. The matrix is maintained by a program called PMT. The matrix is act ivated by placing data in the Customer Price Matrix Code f ield as w ell as in the Item Price Matrix Code f ield. The user w ould then build a matrix for each combinat ion of these f ields and def ine in the matrix how pricing w ill be used. Refer to the matrix program (PMT) and review the online help for the price usage code f ield used to ascertain the various methods of pricing allow ed by the matrix rout ines.



A/R TO

Enter A/R To ID. Each transact ion requires a valid customer ID in this f ield for w here to direct the A/R for this transact ion. Use the drop dow n w indow to f ind customer.

CONFIRM BY

Enter the ' conf irmed by' person.

FUTURE USE

FUTURE USE

SHIPPING DOCUMENT #

Enter the shipping document number.

BILL LADING

Enter the bill of lading number.

FUTURE USE

TAKEN BY

Enter the name of the person w ho took the order.

MEMO 1, 2, 3

The user may enter 10 characters per memo here.

MEMO 4, 5, 6

The user may enter numeric data per memo here.

FAMILY CODE

Enter the family pricing code. Leave this f ield blank if there is no family matrix pricing for this customer. Enter 1 if family pricing is applicable for this customer. See help for " CUSTOMER FAMILY" for assistance in ut ilizing family pricing algorithms.

FAMILY CLASS

Enter the customer family class. The user may maintain Family Matrix Pricing Tables via program FMT. This f ield is used in conjunct ion w ith " Family Code" from the header and " Item Family Code" from the detail lines. The feature allow s the user to arrive at prices for an item based on a family of items, rather than a single item. Family pricing is act ive in either ADD mode of the ORDER program or in the BILL program w hen a user is doing a direct one step invoice w here no sales order w as involved. As the user builds line items, normal line item pricing w ill be act ive. Family pricing w ill take place at the t ime the user goes to the SUMMARY screen. All lines w here family pricing is applicable w ill be repriced. If a line detail price is derived from " CONTRACT" pricing, then that line w ill be totally ignored for family pricing rout ines. If a line detail price w as " MANUALLY" entered, then that lines price w ill not be changed by family pricing. How ever, that lines quantity w ill be included w ith other lines of the same family w hen determining if family pricing is applicable.

FUTURE USE

FUTURE USE

FUTURE USE



TOTAL WEIGHT

Enter the total w eight of the order.

TOTAL VOLUME

Enter the total volume of the order.

TOTAL CARTON

Enter the total number of cartons in the order.

NO. LABELS

Enter the number of labels.

CANCEL CODE

The user may assign a reason for the cancellat ion of this order.

CREDIT REASON

The user may assign a reason for issuance of credit .

FUTURE USE

PTP PRINT

This f ield is automatically updated by the system. Y indicates the transact ion is to be printed, N indicates the transact ion is not to be printed.

SOP PRINT


PLP PRINT


FUTURE USE

FUTURE USE

JOB NO.

Enter the job number.

CONTRACT

Enter the contract number.

TELEX

Enter the customer telex number.

FUTURE USE

FACTOR A

Enter Factor A. User may use this f ield as required. The factor is entered a follow s: 10 % = 10.00000

U/M A

The user may enter a unit of measure descript ion for factor A.

FACTOR B

Enter Factor B. User may use this f ield as required. The Factor is entered a follow s: 10 % = 10.00000

U/M B

The user may enter a unit of measure descript ion for factor B.

FUTURE USE

FUTURE USE

SPECIAL INSTRUCTIONS 1 or 2

Enter special instruct ions 1 or 2.

CREDIT CARD Enter credit card type.



TYPE

Security can be set up to prevent users from changing this f ield. To set up security go to the sub-w indow opt ion in program SSM.

CREDIT CARD NO.

Enter credit card number. Security can be set up to prevent users from changing this f ield. To set up security go to the sub-w indow opt ion in program SSM.

CREDIT CARD NAME

Enter name on credit card. Security can be set up to prevent users from changing this f ield. To set up security go to the sub-w indow opt ion in program SSM.

CREDIT CARD EXPIRATION DATE

Enter credit card expirat ion date. Security can be set up to prevent users from changing this f ield. To set up security go to the sub-w indow opt ion in program SSM.

CREDIT CARD AUTHORIZATION

Enter credit card authorizat ion number. Security can be set up to prevent users from changing this f ield. To set up security go to the sub-w indow opt ion in program SSM.

STANDING ORDER FREQUENCY

Enter standing order release frequency. The user may assign a frequency code to the standing order. The " Order Release/Standing Order" opt ion allow s the user to release standing orders based on a user def ined frequency code.

STANDING ORDER STOP

Enter standing order stop date. The user may enter a stop date to indicate w hen to stop releasing a part icular standing order.

STANDING ORDER REFERENCE #

Enter the standing order number. The standing order number from w hich this order w as generated.

STANDING ORDER REFERENCE DATE

Enter the Standing Order Date. The standing order date from w hich this order w as generated.

SPLIT SALES ID 1

Enter Sales Agent 1. (Program SM) Use the drop dow n w indow for Sales Agents.

SPLIT SALES ID 1 RATE

Enter the sales agent 1 split percentage, if split sale. Split 1 % and split 2 % must = 100 %.

SPLIT SALES ID 2

Enter sales agent 2, if split sale.

SPLIT SALES ID 2 RATE

Enter the sales agent 2 split percentage, if split sale. Split 1 % and split 2 % must = 100 %.

FUTURE USE

FUTURE USE

QUOTE NUMBER

The quote number for this transact ion.

QUOTE DATE

The date quoted.

QUOTE EXP DATE

Date quote expires.

QUOTE EXP DAYS

Number of days to add to quote date to calculate expirat ion date.

QUOTE PRINT FLAG

The Quote Print Flag indicates if quote is to be printed or not. Y indicates the quote is to be printed, N indicates the quote is not to be printed.



INVOICE FORMS

Enter the number of invoice forms to be printed.

FUTURE USE

ORDER FORMS

Enter the number of order forms to be printed.

CUST. MISC. 1

Enter the Customer Miscellaneous 1.



DETAIL SECTION At this point you have created the header information for a transact ion. The system is w ait ing for you to select ion one of the follow ing opt ions. Procedure Detail sect ion of the ORDER program.

THE USER MAY SELECT FROM THE MISCELLANEOUS SCREEN OPTION LOCATED ON THE TOP OF THE SCREEN ONE OF THE FOLLOWIN FUNCTIONS. NEW LINE This is used to enter items that exist in the Item Master File. The user may select

items by entering an ITEM ID, or ITEM XREF, DESCRIPTION, or a KEYWORD. (NOTE: Keyw ords can be generated automatically or maintained manually by using the program IKWM.) You may also use the drop dow n box to search the Item Master table using other select ion criteria. Once the data is entered, press the OK key, or press the RETURN key and the system w ill begin searching for the appropriate records. The program w ill search for items in the follow ing sequence: - Customer Item Cross-Reference Table (CICR). - Item Interchange Table (IIM). - Item Master Table (IM). - Character - Exact Match. - Wings - Exact Match or Items beginning w ith entry based on ACF opt ion sys028. - Vendor Item Cross-Reference Table (VNSIM). Based on ACF oe107. See “ Processing Vendor non-stock items in order, quote and bill” in the Inventory Control Manual. Press the CANCEL key if user desires to exit this prompt and the system w ill place the user back to the order entry screen.

NON STOCK The user may enter non-stock items (items not in the Item Master File) by

select ing the Non-Stock tab. A pre def ined non-stock template list w ill appear from w hich the user can choose. (These templates are set -up using the NSIM



program.) To enter a non-stock simply enter a " ." as the f irst character of the ITEM ID and append an item ID for ident if icat ion of the non stock item. Press TAB, the system w ill then prompt for a descript ion of this non-stock item. Proceed as usual from this point. The user is reminded to enter any line item f ields that w ould normally come in from the item f ile for normal stock items such as Product Groups, Category Codes, TAX code, etc., in order for this non stock item to be properly handled for sales report ing, tax report ing, commission report ing, etc.

REMOVE LINE To remove the highlighted line. This opens a w indow request ing a reason code

for removing the line. DETAIL To view information about the details of the highlighted line. The user has access

to all six detailed screens. PURCHASE REQ

PURCHASE REQ - allow s the user to create a purchase order requisit ion for the highlighted line.

QUERY MENU This is a Special Query Menu w hich w as created and can be maintained through

the MENUS program by using the QMENU menu opt ion. This QMENU opt ion controls ALL the Special Query Menus, ut ilized in the ORDER, SHIP, BILL and QUOTE programs. The Menu name for this specif ic setup menu is " orderd" . If desired, the system administrator has the capability of adding addit ional programs to be displayed w hen the SET UP opt ions is selected. See documentat ion on MENUS program, QMENU opt ion.

SPLIT To split shipments and have mult iple ship dates. If your customer has requested

shipments spread out over t ime, use the SPLIT OPTION. A w indow w ill appear allow ing you to manually type in mult iple request dates, quant it ies promise dates, contract and job numbers. (OR) Within this w indow , you can also use the SPLIT BUTTON to automatically calculate the mult iple request dates and shipments. When you use this opt ion, the system w ill ask you to enter the number of lines you w ish to create, the frequency in w hich you w ant them created (i.e. days, w eeks, months) and a quantity for each shipment. Any remainder quant ity after the calculat ion w ill be adjusted on the last shipment. Once split , the user can adjust any of the lines accordingly. The sum of all lines must equal the total quant ity ordered before the program w ill let the user exit . For example: If you order 300 w idgets and w anted 98 of them shipped every other month for the next 6 months, in order entry you could enter a single line for 300 w idgets, then click on the SPILT button (this gets you to the w indow for manually entering the splits). Once you are in this SPLIT w indow , to automatically create the splits, you w ould again click on the SPLIT button and then instruct the program to split this line into 3 lines for every 2 months w ith a quant ity of 98. The program w ould create three lines, 2 lines w ith the quantity of 98 and the third line w ould have 104. If you w ant to adjust anything, you w ould do so before accept ing the record. Once you accept this split , the original line goes aw ay and is replaced by these three lines.

COMMENTS To enter and maintain line detail comment records. Up to 9,999 lines of

comments pertaining to this item can be entered. Comment capability is also



available at the header level pertaining to the ent ire transact ion. THE USER MAY ALSO SELECT FROM THE MENU OPTIONS LOCATED ON THE RIGHT SIDE OF THE SCREEN ONE OF THE FOLLOWIN FUNCTIONS. ORDER HEADER To display or update any header information. SUMMARY To display or update any summary information. ACCEPT ORDER To accept the order or abort the transact ion. COMMENTS To enter or maintain detail comments. VIEW To view the order. QUERY MENU This is a Special Query Menu w hich w as created and can be maintained

through the MENUS program by using the QMENU menu opt ion. This QMENU opt ion controls ALL the Special Query Menus, ut ilized in the ORDER, SHIP, BILL and QUOTE programs. The Menu name for this specif ic setup menu is " orderh" . If desired, the system administrator has the capability of adding addit ional programs to be displayed w hen the SET UP opt ions is selected. See documentat ion on MENUS program, QMENU opt ion.

PROFILE This feature w ill display a list of items that have been previously purchased by

the customer you are current ly w orking on. This feature w ill also display any promotions, specials or push items that have been set up in the program Customer Purchase Prof ile (CPP).

EMAIL/FAX INFO Sending Orders, Invoices, Quotes, Shipping not if icat ions, and Purchase Orders

to various dest inat ions. There are tw o methods of collect ing and maintaining the e-mail addresses. They can be entered " on the f ly" , during the entry of a quote, sales order, invoice, shipping conf irmation or purchase order or they may be built ahead of t ime by entering them into your system via a maintenance program (CEFM). This w indow appears to allow the user the capability to collect and maintain email addresses and fax numbers on the f ly during the entry of a transact ion. When entering addresses in this method, (i.e. on the f ly), you must have certain acf opt ions turned on. These opt ions determine if and w hen a w indow should automatically open w hen entering an order, quote, or purchase order. Default value acf opt ions may also be set. Once you type in the addresses, you have the opt ion of storing the data permanently or you may just desire to enter the addresses each t ime on an order-by-order basis. If you chose to permanently store the data, the program w ill create records in the same table (custsend) as the CEFM program. acf opt ion oe071 control the opening of the w indow for orders and quotes. acf opt ion oe072 control the opening of the w indow for shipping not if icat ions. acf opt ion oe073 control the opening of the w indow for invoices.



acf opt ion po078 control the opening of the w indow for purchase orders. See the E-MAIL, FAX AND PRINT FORMATS MANUAL for other various setup ACF opt ions concerning this funct ion. You may send this to tw o separate dest inat ions and opt ionally store the address permanently or just use it once and have it deleted. The f ields that may be entered are: Type - This f ield contains the print type. Values are P to print , F for fax and E for email. Then enter the printer id, fax number or e-mail address. Enter N for none of the above values. Subject - This f ield gives a descript ion of the subject. Contact - This f ield allow s you to enter the contact name. Company - This f ield stores the company name. Update Address book - This f ield allow s the user to update the address book. If " Y" , the address is stored in " CEFM" program.

MARGIN To enter transact ion margin view and opt ional margin manipulat ion. Use

program SSM to input security on this opt ion. To set up security in the SSM program, select menu security opt ion. Program Name w ill be " order" . Sub w indow w ill be " costview " . Menu Option w ill be " M" . All other f ields are user def ined.

RUN To call up other programs outside of order entry w ithout affect ing the current

order. HELP To display this help screen. EXIT To abort this transact ion.



When you select the Non-Stock tab the Non-Stock Template List screen w ill appear.

Then you enter the Item ID (use " ." as the f irst character).

Enter the quantity ordered. For items ordered in split units of measure such as LB and OZ, or FT and IN, etc. the quantity may be entered as follow s: Example: 10:6 This entry indicates either 10 LB and 6 OZ or 10 FT and 6 IN etc. depending on the item being ordered. Detail Opt ions:

1. To view screens containing the details f ields, press the Detail tab. You w ill then be brought into the 1st of 6 detail screens. To return to the order press Exit .

2. Use the Update button to update a detail f ield.



3. Use New Lines tab to add new detail lines. 4. User can Update detail lines by highlight ing the line and select ing the

Detail tab. 5. Use Margin button to enter transact ion margin view and opt ional

margin manipulat ion. ADMINISTRATORS -Use program SSM to input security on this opt ion. Select the menu security opt ion. The program name w ill be " order" . The sub w indow w ill be " costview " . The menu opt ion w ill be " M" . Any price changes made in this opt ion w ill w rite a record to the audit table and can be view ed in the ATM program.

See System Utilit ies – SSM 6. Detail tab to view Quantity. This opt ion w ill display Quantity

Ordered, Committed, Backordered plus other details. 7. Use Comments button to enter detail line comments. 8. Use Summary button to proceed to summary screen. 9. Use Accept Order button to begin to accept ent ire transact ion from

this screen. 10. Use Remove Line tab to cancel the current line. 11. Use Query Menu tab to open an opt ional Query menu (orderd).

ADMINISTRATORS - This query menu is user maintainable. Use program MENUS to maintain query menus. The t it le key is " orderd" . See System Utilit ies - Menus

12. Use Purchase to open an opt ion Purchase Order Requisit ion Window .

A w indow w ill open offering several opt ions to integrate into the purchase order f iles.



The Detail Screens contain all the f ields necessary to process an order. Detail screen 1:

Detail screen 2:



Detail screen 3:

Detail screen 4:



Detail screen 5:

Detail screen 6:



From the menu, enter " QOP" :

If you " accept Order" , a w indow allow ing you change the " Customer" & " Ship To" details w ill appear. When you press " OK" another w indow w ill ask w hat you w ant to do w ith the Order. (see page 3)

The follow ing Detail f ields may be entered: ORDERED

Enter the quantity ordered. For items ordered in split units of measure such as LB and OZ, or FT and IN etc. enter the quantity as follow s: Example: 10:6 This entry indicates either 10 LB and 6 OZ or 10 FT and 6 IN, etc. depending on the item being ordered.

COMMITTED

Enter the quantity committed. This f ield stores the inventory on hand committed to this detail.

BACKORDER

Enter the quantity backordered. This f ield stores the quantity backordered for this detail.

SELL PRICE Enter the selling price for the primary unit of measure for the item.



ALTERNATE SELL PRICE

Enter the alternate selling price for the alternate unit of measure for the item, or program may calculate it .

ALTERNATE SELL SURCHARGE

Enter the surcharge to be added to the alternate selling price, if applicable.

U/M

Enter the primary stocking unit of measure.

ALTERNATE U/M

Enter the alternate unit of measure.

ALTERNATE CONVERSION FACTOR

This f ield stores the factor that allow s an item to be split into tw o units of measure. Example: If the Primary Unit of Measure = Feet, and the Alternate Unit of Measure = Inches, the Alternate Conversion Factor = 12.00000.

LINE


SUB LINE


ORIGINAL QUANTITY

The program w ill assign the original quant ity ordered.

COMMITTED 1

Enter the quantity committed level 1. Level 1 commits are considered off the shelf .

COMMITTED 2

Enter the quantity committed level 2. Level 2 commits are st ill considered on the shelf .

DESCRIPTION

Enter the primary item descript ion.

DESCRIPTION 2

Enter the secondary item descript ion.

XREF

Enter item cross reference assigned to the item.

ITEM MEMO 1, 2, 3, 4

Enter item memo information related to the item.

MATERIAL COST

Enter the material unit cost.

LABOR COST

Enter the labor unit cost.

OVERHEAD COST

Enter the overhead unit cost.

OUT COST

Enter the outside processing unit cost.

TOTAL COST

This system w ill calculate the total unit cost.

BRANCH

Enter the shipping branch. (Program BRM) Use the drop dow n w indow to f ind branch.

SELL BRANCH Enter the sell branch. (Program BRM) Use the drop dow n w indow to f ind



branch.

TO BRANCH


PRODUCT GROUP

Enter the product group associated w ith the item. (Program PGM). Use the drop dow n w indow to f ind product group.

S/A CATEGORY 1, 2, 3, 4

Enter item S/A category 1-4. (Program ISAC). Use the drop dow n w indow to f ind item S/A category 1 thru 4.

LIST PRICE

Enter the list price for the item.

ALTERNATE LIST PRICE

Enter the alternate list price for the item.

ALTERNATE LIST SURCHARGE

Enter the alternate list surcharge for the item.

FUTURE USE

SUGGESTED RETAIL

Enter the suggested retail price for the item.

PRICE MEMO 1

This f ield stores the price memo 1 information.

FUTURE USE

UNIT WEIGHT

Enter the unit w eight for this item.

UNIT VOLUME

Enter the volume per unit .

PRICE U/M

Enter a 2 character pricing unit of measure descript ion. If the user has a ' LOT' price for the item, enter a price unit of measure of L to indicate LOT pricing. In this example, the selling price is the total lot price for this sale regardless of the quantity entered or price conversion factors.

PRICE CONVERSION

The price conversion factor is used w hen the user w ishes to price an item in a dif ferent unit of measure than w hich it is stocked. Example: An item may be stocked by the ' EA' , but priced per hundred. The Stock U/M w ould be ' EA' and the Price U/M could be ' C' w ith the pricing conversion factor set to .01000.

AUTO SUBSTITUTION

Enter the item subst itut ion code. Refer to the Subst itut ion Codes table in the Appendix at the end of this sect ion.

B/O CODE

Enter the item backorder code. Y indicates that this item may be backordered, N indicates that no backorders are allow ed for this item.

ITEM TYPE

Enter the item type associated w ith the item master.

ITEM REPRICE

Enter the item reprice code w hich controls w hether or not a line item is required. Valid entries are: NULL - No repricing for this line.



1 - Reprice this line w hen invoicing.

KIT PRICE CODE

Field stores the kit price code.

KIT TYPE

Field stores the kit type.

RULE CODE

This header f ield may be set based on customer information or can be used in conjunct ion w ith the item priority rules code present on each detail line of an order or invoice. This f ield assists in controlling w hether or not orders or line items can be shipped w hen running the ORDERS AVAILABLE TO SHIP output (OATS). The OATS program ut ilizes the follow ing order header and order detail codes to determine if a line can be reported for shipping. The follow ing is a table of how these codes w ork w ithin the OATS program:

CUSTOMER RULES CODE

ITEM DETAIL RULES CODE

SHIPMENT RULES

NULL,0 NULL,0,1 Ship w hatever can be shipped on any line. 1 NULL,0,1 Ship ONLY if ALL lines can completely ship. 2 NULL,0,1 Ship any lines that can completely ship. 3 NULL,0 Ship w hatever can be shipped (Part ial ship). 3 1 Ship any lines that can completely ship.



IS A B/O

This is a system maintained f ield. Y indicates this is a backorder.

DISCOUNT CODE Enter the discount code. Refer to the Discount Codes table in the Appendix at the end of this sect ion.

DISCOUNT RATE Enter the customer discount rate.

DISCOUNT TABLE

Enter the discount table. (Program DTM) Use the drop dow n w indow to f ind discount table.

COMMISSION CODE

Enter the commission code. Refer to the Commission Codes table in the Appendix at the end of this sect ion.

COMMISSION RATE

Enter the customer commission rate.

INSURANCE CODE

Enter the customer insurance code. Refer to the Insurance Codes table in the Appendix at the end of this sect ion.

INSURANCE RATE Enter the customer insurance rate.

ADVERTISING ALLOWANCE CODE

Enter the advert ising allow ance code. Refer to the Advert ising Allow ance Codes table in the Appendix at the end of this sect ion.

ADVERTISING ALLOWANCE RATE

Enter the customer advert ising allow ance rate.

HANDLING CHARGE CODE

Enter the handling charge code. Refer to the Handling Charge Codes table in the Appendix at the end of this sect ion.

HANDLING CHARGE RATE

Enter the handling charge rate.

HANDLING CHARGE TABLE

Enter the handling charge table.

REBATE CODE

Rebate codes are required in order to properly calculate rebate amounts on the transact ion. Refer to the Rebate Codes table in the Appendix at the end of this sect ion.

REBATE RATE Enter the customer rebate rate.

FUTURE USE FUTURE USE



KIT ITEM ID


ITEMMATRIX CLASS

Enter the item price matrix class code. (Program PMT)

ORIGINAL ITEM This is a system maintained f ield. This stores the original item entered.

ITEM WANTED

This is a system maintained f ield. This stores the item w anted.

CUSTOMER ITEM ID

Enter the customer ID for the item.

CUSTOMER P.O. NO.

Enter the customer P.O. number for the item.

PACK QUANTITY Enter the quantity per pack.

PACKAGE TYPE Enter the package type.

TAXABLE CODE Enter the taxable f lag. Enter Y if the item is taxable or N if the item is not taxable.

IT TAX CODE

This f ield opt ionally stores the item tax class. This f ield can be used in conjunct ion w ith the Tax Table f ield to ut ilize specialized tax tables, w hich can vary by customer and by item. For header calculat ions, the program w ill search for tax table records f irst by Tax Table and Customer Tax Class, and if no match is found, then by Tax Table only. For detail line calculat ions, the program w ill search for tax table records as follow s: f irst , by Tax Table, Customer Tax Class, and Item Tax Class; then, by Tax Table and Item Tax Class; then, by Tax Table and Customer Tax Class; and f inally, by Tax Table only. The f irst matching tax table record w ill be used. See program TAX for more details.

WAS SUBST.

This is a system maintained f ield. It tells detail line that a subst itut ion took place. This w ill t rigger usage history to be updated w ith the item w anted, not the item shipped.

ORDER DELETE %

Enter the order delet ion percentage. This f ield stores a percentage that w ill be ut ilized to determine if a backorder is to be w rit ten if the order is



XX.XXXXX PCT. complete. Example: Assuming all codes w ere set to allow backorders for this transact ion then if the ORDER DELETION PCT. w ere 90.00000 PCT. w ould signify to not w rite a backorder if the quantity shipped w as 90.00000 PCT. of the ordered amount. The system defaults this f ield to 100.00 Percent.

ITEM FAMILY MATRIX

Enter the item family pricing matrix code to be used if Family Matrix Pricing is operat ional. Maintain Family Matrix Tables via program FMT. This f ield w orks in conjunct ion w ith the " Family Code" and the " Cust. Family" stored in the header of the t ransact ion. The feature allow s the user to calculate prices for items based on families of items, rather than individual item pricing. Family pricing is act ive in either ADD mode of the ORDER program or in the BILL program w hen a user is doing a direct one step invoice w here no sales order w as involved. As the user builds line items, normal line item pricing w ill be act ive. Family pricing w ill take place at the t ime the user goes to the SUMMARY screen. All lines w here family pricing is applicable w ill be repriced. If a line detail price is derived from " CONTRACT" pricing, then that line w ill be totally ignored for family pricing rout ines. If a line detail price w as " MANUALLY" entered, then that lines price w ill not be changed by family pricing. How ever, that lines quantity w ill be included w ith other lines of the same family w hen determining if family pricing is applicable.

LOCATION.

Enter the locat ion code for the line item.

JOB NO.

Enter the job number for the line item.

CONTRACT # Enter the contract number for the line item.

SORT LINE The user may assign a sort line group to this line. Enter a line item Sort Code used to bring similar line items together based on a Sort Code. Programs ORDER and BILL offer an ACF opt ion w hereby the user may opt to sort the details in the VIEW opt ions by this f ield, if opted for.

LOCATION 2 Enter the locat ion 2 code for the line item.

CUSTOMER MEMO 1,2, 3

Enter customer memo data up to 10 characters.

CUSTOMER MEMO 4,5,6

Enter customer memo data, numeric entry only.



ITEM PRODUCT LINE

Enter the item product line.

ITEM ACCOUNT GROUP

Enter the item account group used to control interfaces into the G/L module Valid codes are maintained through program IAGM. Use the drop dow n w indow to f ind item account group.

CUSTOMER MATRIX

This f ield stores the customer price matrix value for the line item used to assist in calculat ing matrix pricing. (Program PMT)

CUSTOMER TYPE CODE

Enter the customer type code. (Program CTC). Use the drop dow n w indow to f ind Customer Type.

CUSTOMER SA CATEGORY A,B,C,D

Enter the S/A Category A-D. (Program CSAC). Use the drop dow n w indow to f ind S/A Category A-D.

LENGTH Enter the length dimension.

WIDTH

Enter the w idth dimension.

THICK Enter the thickness dimension.

CONVERSION FACTOR FUTURE USE

Enter a line item conversion factor for a user def ined use.

FUTURE USE

CUSTOMER P.O. DATE

Enter the customer P. O. date.

CANCEL DATE Enter the cancel date for the item.

PROMISED DATE Enter the promised date for the item.

NOT BEFORE Enter the ' Do not deliver before' date.

LENGTH UM Enter the 2 character length unit of measure.

WIDTH UM Enter the 2 character w idth unit of measure.

THICK UM Enter the 2 character thickness unit of measure.

CONV. UM FUTURE USE

Enter a unit of measure related to the conversion factor.

FUTURE USE



PTP PRINT Enter the PTP (Picking Ticket) print f lag. Valid entries are: Y or N.

SOP PRINT Enter the SOP (Sales Order) print f lag. Valid entries are: Y or N.

PLP PRINT

Enter the PLP (Packing List) print f lag. Valid entries are: Y or N.

REQUIRED DATE

Enter the required deliver date for the line item.

PICK DATE Enter the scheduled pick date.

FO REL DATE

This f ield stores the future order scheduled release date.

PICK LEAD Enter the picking lead days required.

AVERAGE LEAD DAY

Enter the future order average release lead t ime days.

FO SAFE DAY Enter the future order release safety days.

FO ACT REL This f ield is system maintained.

LINE TR TYPE Enter the line transact ion type. This line controls the updating of this detail and is required. In general, this transact ion type usually matches the header transact ion type. An except ion to this is user may have an OR header trans. type but the detail line is a FO (future order). This w ill allow user to take the order but commit inventory at some future point.

FO TR TYPE

This f ield is system maintained.

SALES FLAG

Enter the Sales Replenishment Override Flag. This is used in the replenishment system only. Valid entries are Y or N. The usual entry here w ould be N. This f lag is used to override the normal method of how this detail feeds the sales summary history tracking used in the replenishment system only. This detail t ransact ion w ill at some point be summarized by the GIU program into the ITU table summary history used in the inventory replenishment module. This f lag has no affect on normal sales analysis history f iles w hich track all sales quantit ies and values transacted. This f lag only affects the Item Sales summary history w hich is used in tracking sales quantit ies (Z2 tran types in itu) in the replenishment system. Example: Assume a normal transact ion increases the Item Usage/Sales History based on the rules def ined in program IURM, Item Usage Rules Maintenance. Also, assume an unusual demand is entered for an item that the user does not w ant to impact on replenishment sales history. There is an opt ion to override the normal rules by entering the desired result here. Enter N here to stop this detail f rom affect ing any of the sales history in the ITU table used for tracking sales quantit ies for replenishment purposes only for this detail. GIU w ill f irst check the normal rules for affect ing sales history as def ined in IURM program for



this transact ion type. If t ransact ion affects sales quantity, then it w ill check this detail f lag to see if an override condit ion exists. If either the IURM rules code or this f lag is set to not affect sales replenishment history, then it w ill not be updated.

USAGE FLAG

Enter Usage Replenishment Override Flag. This is used in the replenishment system only. Valid entries are Y or N. The usual entry here w ould be N. This f lag is used to override the normal method of how this detail feeds the usage summary history tracking used in the replenishment system only. This detail t ransact ion w ill at some point be summarized by the GIU program into the ITU table summary history used in the inventory replenishment module. This f lag has no affect on normal sales/usage anal

Documents

Table of Contents - Jason Industrialbranch, etc. Quotes do not commit inventory or update customers' booked order balances. Once the quote is approved, the operator may release the