Set Order Entry Options

Click the Prog opts button in the Sales Order Maintenance (OE) and One-Step Invoice Entry programs to set and change the options that determine how you run these programs. Alternatively, your system administrator can run the User Options Maintenance (UOPT) program to set or change options for all users of these programs, for all users at a branch, or for specific users.

Set these options:

Option

Type / Max Length

Action / Description

Obligation method

Required
1 alphanumeric

Select the obligation method you want the Sales Order Maintenance (OE) program to use:

Select	If you want
Automatic for all branches	The system to obligate the quantity ordered from your local branch without input from you. If you click Obligate, the program shows the quantity available at each branch in your inventory group. If you selected Y for the Manage negative inventory option in the System Options Maintenance (XM) program (Inventory Control Options), the system can obligate even though the quantity ordered is not available.
Automatic for local branch only	The system to obligate the quantity ordered from your local branch without input from you. If you click Obligate, the program shows the quantity available only in your local branch.
Manual obligation	To select the quantity ordered from a specific branch in your inventory group, and/or a specific warehouse/bin location, lot number, or serial numbers.
No obligation	To skip obligation during order entry. Shipping will run the Order Shipment Selection (OSS) or Sales Order Auto Processing (OAP) program to obligate items and create shipments.

Conf prod release method

Optional
1 alphanumeric

Select the release method you use most frequently for configured products.

This option determines which method is selected when you click Configured. You can click to select the other method.

Select	To select as the default
Manufacturing order release default	Create manufacturing order? Select if you build the finished item from the components the customer selects.
No default	Neither option Select if you build some configured products and ship others unassembled.
Obligate kits default	Obligate component sets? Select if you ship the components separately (unassembled) and want them listed on the shipping paperwork.

List conf prod comps by item?

Optional

Select to list components of configured products in item number order or leave blank to list them in the sequence number order assigned in the Configurated Product Maintenance (MBM) program.

Display order no for supply?

Optional

Select if you want the program to display the type of supply (requisition, purchase order, manufacturing order, and transfer) and its number or leave blank to not display a message when you create supply.

If you select, the program displays this message when you click Purchase, Manufacture, or Create req during manual obligation and when you enter an order for an immediate supply item.

Exit after line entry?

Optional

Select to exit an order when you complete line entry or leave blank if you want to review the order header before exiting.

Default Date promised

Required
4 numeric

Enter the default number of days for the Date promised field on the sales order line based on the date in the Expected ship field. For example if you enter 3, the default for the Date promised field will be three calendar days after the date for the Expected ship field.

Prompt for ship-thru date?

Optional

Select if you want the program to prompt you for the ship-thru date when you create a shipment or leave blank if you do not. The prompt allows you to change the ship-thru date.

If you select and click Create ship on the order header, the program prompts Include material not currently on a shipment and obligated through [date]

Click OK to include lines that are obligated and have an Expected ship prior to this date.

Click Partial to select lines for the shipment or enter less than the quantity ordered. If you select Ignore ship date for partial selections?, you can select lines regardless of their Expected ship dates.

If you leave blank, the program creates a shipment for all obligated lines with a Expected ship date that is on or before the date in the User transaction date field in the Date-Output Device Maintenance (ZE) program for your current terminal session.

The message No new lines were obligated to ship displays if the Expected ship date is after the ship-thru date.

Note
Ship partial? must be selected to create a partial shipment.

Display credit info?

Optional

Select to display a customer's credit status and AR information when you enter an order, regardless of the customer's credit status, or leave blank to display this information only when you enter an order for a customer that is on credit hold or has an order on hold because it exceeded the credit limit.

Information displayed includes the customer's credit limit, AR balance, order limit, open order balance, order hold balance, unapplied deposits and available credit. If the customer is on credit hold, the reason is also displayed. A prompt enables the operator to cancel out of the order or continue entering it.

Note
This option requires that you have selected the Credit management active? option in the System Options Management (XM) program (Order Processing Options).

Enter & print one-step notes?

Optional

Select to allow entry of notes to be printed on the credit and debit memo when you enter an adjustment with the One-Step Invoice Entry (RE) program.

For an adjustment, the program prompts the user to enter notes to explain the credit memo that the program creates to reverse the original invoice. The user can enter additional notes to the debit memo that the program creates.

If you do not select, notes entered on the credit memo header are not passed to the debit memo header and cannot be printed on the invoice.

One-step order type

Optional

Select the type of transaction you process most frequently with the One-Step Invoice Entry (RE) program:

Select	To default to
Adjustment (e.g. wrong items ordered)	Correct an undercharge by reversing the invoice and creating a new debit invoice
Credit memo (e.g. correct overcharge)	Create a credit memo to correct an overcharge
Debit memo (e.g. correct undercharge)	Create a debit memo to correct a credit memo
One-step order (e.g. counter sale)	Create an order for a counter sale or for items already shipped
Reversal (e.g. billed wrong customer)	Reverse an invoice
Standalone credit memo	Create a credit memo that does not affect inventory to address a complaint or reward the customer for referring others to your company

Line entry method & fields

Optional
1 alphanumeric

Select the line entry mode you want to use:

Select	To
Long format	Display all order line fields.
Short format (Item, Qty, Price, ShipDt, UOM)	Use Qic-Entry short format, in which you enter or accept only the Item number, Qty open, Selling price, Exp shp date and UOM fields.
Short format (Item, Qty, Price, Shp dt)	Use Qic-Entry short format, in which you enter or accept only the Item number, Qty open, Selling price and Exp shp date fields. Select this option if you rarely change the unit of measure.
Short format (Item, Quantity, Price)	Use Qic-Entry short format, in which you enter or accept only the Item number, Qty open and Selling price. Select if you rarely change the unit of measure and your expected ship date is today.
Short format (Item, Quantity)	Use Qic-Entry short format, in which you enter or accept only the Item number and Qty open. Select if you rarely change the unit of measure, your expected ship date is today, and you always use the system assigned price.
Short format (Item, Quantity, Ship date)	Use Qic-Entry short format, in which you enter or accept only the Item number, Qty open and Exp shp date fields. Select if you rarely change the unit of measure and always use the system assigned price.

Default order entry line qty

Optional
11 numeric

Enter a default for the Qty ordered (Qic-entry) and Qty open fields. If your customers typically order 1 of each item, enter 1.

If you selected 0 for Line entry method & fields, enter 0 for this option, and the operator does not enter a quantity, the program prompts Allow zero quantity? Click Yes to retain the quantity of 0 or click No to change the quantity.

If you selected a Qic-Entry format, enter 0 for this option, and the operator does not enter a quantity, the program prompts Confirm zero qty or enter new qty. Press Enter to accept 0 or enter a different quantity.

Default short entry notes?

Conditional/Optional

Select if you are using a Qic-Entry format and want the N? field to be selected or leave blank if you do not.

When you select N? field, you do not have to click Notes after you complete the line to enter notes.

Address display

Optional

You can control the order in which addresses are displayed. Select Show Bill-to then Ship-to or Show Ship-to then Bill-to. By default the bill-to address is displayed followed by the ship-to address.

Check for catalog number first?

Optional

Select if you want to display the catalog number lookup when you enter an item number or leave blank if you do not.

Select Save options to save these options for future use.
Choose the appropriate option:

To	Do This
Accept selections and exit	Click OK.
Save these options for future use	Click Save. This button does not display in the User Options Maintenance program.
Exit without applying these options	Click Cancel.