Road Map: EDI Order/Sales Quote Maintenance

Use the EDI Order/Sales Quote Maintenance (QOE) program to enter a sales quotation and correct errors in imported orders. See Background for more information.

Before you run this program each time

You should run this program:

Order Import (EPI) to import customer purchase orders from a fixed-field or delimited ASCII file.

Project Maintenance (PSM) to transfer a project for a new or existing customer and create a sales quotation.

Repetitive Billing Report (RBIC) to create orders for the items to be billed.

Before you run this program the first time

You should run these programs:

(Optional) Activate the multi-currency feature during system upgrade or installation.
System Options Maintenance (XM) (Order Processing Options) to set these options for your enterprise: Update sales history by cust by item?, Allow address changes in order entry?, Allow item substitution?, Allow entry of zero qty on order line, Customer surcharges active?, Populate cust item from item xref?, View margin in sales quotes?, Place new sales quotes on hold?, Quote hold reason code, and Default tax code based on zip code?.

And set the option for your manufacturing or login branch: Allow order entry ECL and RRL override? and Display cust/margin in product config?.
System Options Maintenance (XM) (Pricing Options) to set the Round prices to nearest cent? option.
System Options Maintenance (XM) (Sales Commission Options) to set these options: Commission processing active?, Enable commission rates per line? and Non-comm default for non-stock items.
System Options Maintenance (XM) (Help and Other Path Options) to set the image path.
System Options Maintenance (XM) (Enterprise Options) to set the Sales tax license desc 1, Sales tax license desc 2, and Tax type description 1 - 10 options.
System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.
Numbering System Setup (XOC) to set up EDI order numbers and set the Allow override? option.
(Optional) User Field Maintenance (XMO) to set up user fields for this program.
Posting Criteria Maintenance (XPC) to set default and specific GL organization codes and GL accounts for automatic posting to the general ledger.
User Options Maintenance (UOPT) to set up program options for order entry operators.
(Optional) Audit Trail Maintenance (XAT) to activate system logging of entries and changes to order headers and/or lines.
FOB Codes Maintenance (TOB) to set up Freight-On-Board codes that identify when a transfer of ownership of an order occurs.
Freight Codes Maintenance (TFP) to set up freight payment method codes.
Ship Via Codes Maintenance (TSV) to set up ship via and SCAC (Standard Carrier Alpha Code) codes.
Branch Maintenance (TBM) to set up branches.
Department Codes Maintenance (TDP) to set up department.

Terms Code Maintenance (TER) to set up codes for cash payment discounts, discount dates, and due dates.

OR

AR Terms Codes Maintenance (RTER) to set up codes for progress payments.

Tax Codes Maintenance (TCM) to set up tax codes. Set up a 0.00 tax code for use with standalone credits and other instances in which you do not want to charge tax.
Reason Codes Maintenance (TRCM) to set up order hold reason codes, which are also used for closing an order.
Country Codes Maintenance (TCC) to define country codes and labels for state and postal codes fields.
Customer Maintenance (CM) to set up a record for each customer, including the price code, whether the customer requires a PO, primary sales rep, sales organization, currency, resale licenses, discount percentages, credit and order limits, and FOB and ship via codes.
Customer Ship-to Maintenance (CSM) to enter customer ship-to addresses that are different from the customer's remit-to address.
Customer Contact Maintenance (CLM) to enter customer contacts.
Sales Rep Maintenance (SM) to set up sales representatives.
Sales Rep Assignment (SRAM) to assign sales reps to the commission hierarchy.
Enterprise Item Maintenance (IM) to set up items for your enterprise.
Branch Item Maintenance (IMB) to set up items for your branch.
Price-Contract Maintenance (PCM) to set up prices, discounts, contracts, and surcharges.

Unit of Measure Codes Maintenance (TUM) program to set up units of measure and their conversions.
Document Output Parameters Maintenance (TDOC) to set whether to output EDI order and sales quote acknowledgments immediately or queue them, how many copies to output to which devices, and whether to include a header image, the document's ISO number, and boilerplate text.
Output Device Maintenance (XDM) to set up the output devices you plan to use.
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs in this sequence:

(Optional) Quote Acknowledgment Queue (QPSPM) to process the queue.

Quote Acknowledgment Print (QPS) to print or reprint an EDI order acknowledgment or sales quote acknowledgment for a specific customer.

Quote-to-Order Transfer (EPIB) to transfer EDI orders or sales quotes to a sales order.
Sales Quote Purge Selection (EPIP) to purge transferred EDI orders or sales quotes.
(Optional) Sales Order Maintenance (OE) to maintain the online order and optionally create a shipment.

One-Step Invoice Entry (RE) to maintain header and line fields, create a shipment, and confirm it if you select the Process as a one-step order? Program option in the Quote-to-Order Transfer (EPIB) program.

(Conditional) Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines if you do not select the Auto obligate two step orders? Program option in the Quote-to-Order Transfer (EPIB) program.

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments.

Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.
AR Invoice Register (RR) to select a batch of confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the General Ledger.

You may also run these programs:

EDI/Sales Quote Inquiry (QOQ) to display a sales quotation regardless of the order's status.
Sales Quote Inquiry (OSQQ) to display the status of imported sales orders, sales quotes, and orders created when you transfer a project or process repetitive billing.
Sales Quote Line Inquiry (OQQ) to display a summarized sales quote.