Enter a One-Step Order

Use the One-Step Invoice Entry (RE) program to enter a new order, obligate the items ordered, create a shipment, and confirm the shipment in one-step. After you enter this transaction, you need to run the AR Invoice Register (RR) program to process an invoice and the Invoice Print Queue (RPPM) program to print it. See Background for other tasks that you can perform with this program and Road Map for work flow.

Note
You must enter one-step orders for branches that are marked consignment branches in the Branch Maintenance (TBM) program.

Click New, enter NEW, or enter # if you want the program to assign the next available sales order number. Use the Numbering System Setup (XOC) program to set up a sales order numbering scheme.

Enter a unique identifier for the sales order you want to create. You can do this only if the Allow override? option is selected for Sales Order in Numbering System Setup.

Enter * to set up a default record that contains the most likely choices for fields. See Create a Default Record for a Maintenance Program.

Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Customer number	Required 10 alphanumeric	Enter this customer's number or click the Lookup icon and use the standard lookup options to select the customer from a list.
Ship-to	Optional 10 alphanumeric	If this customer wants you to ship this order to an address that is different from the billing address, enter a ship-to number that you have set up in the Customer Ship-to Maintenance (CSM) program or click the Lookup icon and use the standard lookup options to select the ship-to number from a list.

The program prompts you to select a one-step transaction type.

Select One-step order and click Select. The program prompts Do you want to create a debit invoice?
Click Yes to confirm, click No to change the transaction type, or click Cancel to start over. If you click Yes, the program displays the order header.
Enter data in the displayed order header fields and press F10. See Enter the Sales Order Header for field descriptions.
Click Lines to enter the items the customer is ordering. The program displays the message Order number [number] has been created.
Click OK. The program displays the first line.
Enter data in these fields for the first line:

Note
If you selected 0 for the Line entry method & fields Program option, see Enter a Sales Order Line.

Field Name	Type / Max Length	Action / Description
	Required 3 numeric	Accept the displayed line number or hold down Shift and press Tab and enter a different number.
Item number	Required 30 alphanumeric	Enter the item number, the customer's item number, or a non-stock item. Customer item numbers are case-sensitive. If you enter BOX and the customer's number that is cross-referenced to your item number in Customer Item Maintenance (CIX) program is Box, the program prompts Item [number] does not exist. It is a non-stock item? Click No to re-enter the line. If you entered a non-stock item, click Yes to confirm.
Qty ordered	Required 11 numeric	Accept the displayed quantity or enter the quantity the customer wants. The displayed quantity is set by the Default order entry line qty Program option. See Set Order Entry Options. If the default is 0 and you do not enter a different quantity, when you complete the line the program prompts Confirm zero qty or enter new qty. Press Enter to accept 0 or enter a different quantity.
Selling price	Conditional 14 numeric in the format 999999999.99999	Accept .00000 to use the system assigned price for this sales branch, customer, item, and quantity or enter the price per unit for this item. Caution If you enter a price for an item that has a price, your entry overwrites that price. This field is not available if you selected options 4 or 5 for the Line entry method & fields Program option. See Set Order Entry Options.
Exp shp	Required 10 date	Accept the login date. This program does not allow an expected ship date that is greater than your login date. This field is not available if you selected options 3 or 4 for the Line entry method & fields Program option.
UOM	Required 2 alphanumeric	Leave blank to use the item's sales unit of measure or enter a different UOM. This field is not available if you selected options 2, 3, 4, or 5 for the Line entry method & fields Program option.
N?	Optional	Select if you want to enter notes for this sales order line or leave blank if you do not. If this field is selected, you can enter notes as soon as you complete the line. See Enter Notes. This field can be selected by default if you select the Default short entry notes? Program option. See Set Order Entry Options.

Press F10 when you complete the line. If you entered a non-stock item or configured product, the program prompts for more information. See Enter a Non-Stock Item or Select Components of a Configured Product.

If the quantity available is less than the quantity ordered and you selected A or Y for the Order processing availability option in the System Options Maintenance (XM) program (Order Processing Options), the program displays a message. Click OK to continue.

Enter the next line or leave the fields blank to exit Qic-Entry mode.
(Conditional) If you entered a configured product, select its line, click Select, and then click Configured, Obligate component sets?, OK, and Exit.
Choose the appropriate options when you finished entering data:

To	Do This
Add another line	Click Add.
Delete the selected line	Click Delete. See Delete.
Display or change the selected line	Click Select. See Enter a Sales Order Line.
Display lines from a specific line	Click Restart. The program prompts Line number. Enter the first line you want to display or leave blank to begin with the first line in the file.
Print the line listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Display all previous orders for all items this customer purchased	Click View BCI. See Display Sales by Customer by Item. Click Exit to return to this program. This button displays only if you selected the Update sales history by cust by item? option in the System Options Maintenance (XM) program (Order Processing Options).
Display the shipment detail of this order	Click Shipments. See Display the Status of a Shipment and click Exit to return to this program.
Switch the display to include or exclude shipments	Click Hide ship.
Replace a component of an item under warranty	Click Warranty. See Select Components to Replace. This button displays if you selected the Allow selection in order entry? option in the System Options Maintenance (XM) program (Warranty Tracking Options).
Use full-screen mode when you click Add to enter the next line	Click Long form. This button displays if you selected 1, 2, 3, 4, or 5 for the Line entry method & fields Program option or you clicked Short form.
Use Qic-Entry mode when you click Add to enter the next line	Click Short form. This button displays if you selected 0 for the Line entry method & fields Program option or you clicked Long form.
Change dates	Click Adj dates. See Adjust Order Line Dates. One-step orders cannot be for future dates.
Accept the data and exit lines	Click Exit.

Choose the appropriate options when you click Exit:

Do This

Change a field

Click Modify.

Exit without completing this order

Click Cancel.

If you click Yes, the program displays Shipment Totals. See the next step.

Display additional fields

Click Other info.

Enter notes for this order

Click Notes. See Enter Notes.

Enter data in custom fields your company uses

Click User. See Enter Data in User or Shadow File Fields.

The program displays this button only if you have set up user fields for it in the User Fields Maintenance (XMO) program.

Go to a related program

Click Jump. See Jump.

Change the ship-to or billing address for this order

Click Address and then:

Click	To
Ship-to	Change the ship-to address
Bill-to	Change the billing address
Freight	Enter a third-party billing address for freight
Copy ship-to	Copy the ship-to address to the bill-to; click Yes to confirm
Copy bill-to	Copy the bill-to address to the ship-to; click Yes to confirm
Back	Exit without changing

See Enter or Change an Address.

Note
You can change these addresses only if the Allow address changes in order entry? option is selected in the System Options Maintenance (XM) program (Order Processing Options) program.

Add another line

Click Lines.

Enter a payment or apply a deposit to this order

Click Payment and then:

Click	See
Credit card	Enter a Credit Card Payment
Deposit	Apply a Customer Deposit.
Back	Exit without entering a payment

This button is not available for a credit memo or if the debit invoice has been reversed.

Close this order

Click Close order. See Close a Sales Order, Quotation, or RMA.

Review your options for this program

Click Prog opts. See Set Order Entry Options.

Accept the data

Click OK.

When you click OK, the program displays the Shipment Totals screen.

Click Confirm to confirm the shipment, or choose the appropriate options and then click Confirm:

Do This

Enter freight charges, miscellaneous charges, and a tracking number

Click Shipping info. See Enter Shipping Charges.

Change whether taxes apply to freight and miscellaneous charges for this shipment

Click Frt/Msc taxes. Enter Y if taxes apply, N if they do not, I if they are already included in the price, or E if the shipment is exempt from taxes.

Confirm the shipment

Click Confirm.

Enter a payment for an over-the-counter sale

Click Payment and then:

Click	See
Credit card	Enter a Credit Card Payment
Deposit	Apply a Customer Deposit.
Back	Exit without entering a payment

Enter freight and tracking numbers for multiple boxes so that you can print shipping labels for each box

Click Frt detail. See Enter Box Information.

Enter notes for these shipment totals

Click Notes. See Enter Notes.

Return to the order header or lines

Click Exit.

Note
If the program could not obligate some lines or components on the order, the program prompts Do you want to convert to a two-step order?

Click Yes to convert to a two-step order or click No to retain the one-step order. If you click Yes, you need to create a shipment for the items that have been obligated and then confirm the shipment with the Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) program.