Set Order Processing Options

Select Order Processing Options in System Options Maintenance (XM) to set order processing options for your enterprise, manufacturing branch and login branch.

Click Mfg branch to set options for your manufacturing branch or click Branch settings to set options for your login branch. See Set Order Processing Options for your Manufacturing or Login Branch.

Note
Manufacturing branch and login branch options override enterprise options.

Set these enterprise options:

Set these enterprise options:

Field Name

Type / Max Length

Action / Description

Credit management active?

Optional

Select if you want to activate the credit management feature or leave blank if you do not.

If you activate, the system verifies the customer's credit status during order entry. If the customer is already on credit hold or if the value of a new order exceeds the customer's credit or order limit, the Sales Order Maintenance (OE) program places the order on hold.

If you do not activate, you can still place the customer on a credit hold with the Credit Maintenance (CCM) program and a sales order will display that the customer is on credit hold.

The One-Step Invoice Entry (RE) and EDI/Sales Quote Maintenance (QOE) programs do not use this feature.

If you select the Calculate credit based on gross amount? option (see below), the Sales Order Maintenance program does not consider customer discounts when determining whether an order exceeds the credit or order limit.

Display cost/margin in product config?

Optional

Select if you want an order entry operator to see the cost, profit, and margin of a configured product or leave blank if you do not want to display this data.

If you select this option and the order entry operator clicks Line price to override the price that Sales Order Maintenance calculates based on the components the customer selects, the program displays the total cost, profit, and margin for the selected components of the configured product.

This option also applies to sales quotes.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Print company name on sales orders?

Optional

Select to print your company name and address on sales documents or leave blank to not print this information.

If you select, the name and address of the branch entered in the Branch Maintenance (TBM) program prints if:

You print or reprint a document with these programs:
Acknowledgment Print (OPS)
Quote Acknowledgment Print (QPS)
RMA Acknowledgment Print (RMAA)
Customer Project Estimate (PCPS)

AND

You did not enter the name of a graphic file in the Header image name field for these documents in the Document Output Parameters Maintenance (TDOC) program.

This option has no affect when you output document copies from these programs:

Acknowledgment Print Queue (OPSPM)
Quote Acknowledgment Queue (QPSPM)
RMA Acknowledgment Print Queue (RMAAPM)
Customer Project Estimate Print Queue (PCPSPM)

Note
Click Mfg branch or Branch settings to set this option for your branch.

Print company name on packing slip?

Optional

Select to print your company name and address on packing documents or leave blank to not print this information.

If you select, the name and address of the branch entered in the Branch Maintenance (TBM) program prints if:

You print or reprint a document with these programs:
Commercial Invoice Print (BCI)
Bill of Lading Print (BLP)
Sales Order Print (OP)
Packing Slip Print (OPAK)
Picking List Print (OPK)
Packing List Print (OPL)
RMA Packing Slip Print (RMAP)
Shipment Commercial Invoice (OSCI)

AND

You did not enter the name of a graphic file in the Header image name field for these documents in the Document Output Parameters Maintenance (TDOC) program.

This option has no affect when you output document copies from these programs:

Commercial Invoice Print Queue (BCIPM)
Bill of Lading Print Queue (BLPPM)
Sales Order Print Queue (OPPM
Packing Slip Print Queue (OPAKPM)
Picking List Print Queue (OPKPM)
Packing List Print Queue (OPLPM)
Shipment Commercial Invoice Print Queue (OSCI)
RMA Packing Slip Print Queue (RMAPPM)

Note
Click Mfg branch or Branch settings to set this option for your branch.

Update sales history by cust by item?

Optional

Select to have the AR Invoice Register (RR) program write a history file when invoices are processed or leave blank if you do not want to retain By-Customer-By-Item history.

If you select this option, the Sales Order Maintenance (OE), One-Step Invoice Entry (RE), and EDI/Sales Quote Maintenance (QOE) programs display View BCI and View BCBI buttons. View BCI displays all orders for all items. View BCBI displays all orders for the item ordered on a line.

Allow address changes in order entry?

Optional

Select to allow an order entry operator to override the customer's bill-to or ship-to address or leave blank to prevent them from changing either address. However, the operator can enter a ship-to number or a destination customer number, which changes the address.

This option affects the Sales Order Maintenance (OE), One-Step Invoice Entry (RE), and EDI/Sales Quote Maintenance (QOE) programs.

Create shipment when supply received?

Optional

Select to have the system create a shipment when you receive supply for a sales order or leave blank if you do not want automatic shipment creation.

If you select this option, the system displays the message Shipment [number] has been created for S/O [order number] when you receive an item that you ordered from a vendor, a manufacturing order linked to a sales order, or a branch transfer to fill a sales order. Then you can run Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to confirm shipment to the customer.

If you do not select this option, you need to track supply receipts manually.

The system creates a shipment for a drop shipment from another branch regardless of your setting for this option.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Allow item substitution?

Optional

Select to have the system check for substitute items during order entry when the conditions listed below are met or leave blank if you do not want to use substitute items.

If you select this option, substitution can occur only if:

The quantity ordered is greater than the quantity available.
The Negative inventory allowed option (Inventory Control Options) is set to N (negative inventory balances not allowed for any item), B, (not allowed for bin-controlled items), or C (not allowed for bin-controlled items for lot-controlled items).
A substitute for the ordered item is set up in the Item Substitution Maintenance (ISM) program.
The customer allows substitutions (controlled by the Allow subs field in the Customer Maintenance).

Default reason for customer credit hold

Required
5 alphanumeric

Select a code that you want to use to identify sales orders that are placed on credit hold because the customer or accounts receivable consolidation (ARC) is on credit hold.

You can click Reasons to access the Order Change Reason Codes Maintenance (TRCM) program to set up an appropriate reason code.

A number of programs use reason codes for purposes other than explaining credit holds. See Background for uses and examples.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Default reason for credit limit hold

Required
5 alphanumeric

Select a code that you want to use to identify a sales order that the credit management system places on hold because the customer or ARC exceeded the credit limit.

You can click Reasons to access the Order Change Reason Codes Maintenance (TRCM) program to set up an appropriate reason code.

A number of programs use reason codes for purposes other than explaining credit limit holds. See Background for uses and examples.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Default reason for order limit hold

Required
5 alphanumeric

Select a code that you want to use to identify a sales order that the credit management system places on hold because the customer or ARC exceeded the order limit.

Click Reasons to access the Order Hold Reason Codes Maintenance (TRCM) program to set up an appropriate reason code.

A number of programs use reason codes for purposes other than explaining order limit holds. See Background for uses and examples.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Credit release/hold permission

Optional
1 alphanumeric

Select whether an order entry operator can place a sales order on credit hold or release an order from hold with the Sales Order Maintenance (OE) program.

Select	Order entry operator can
Y	Place an order on credit hold and release it from hold
O	Place an order on credit hold but not release it from hold
N	(default) Neither place an order on credit hold nor release it from hold

If you select N or O, you must run the Credit Hold Release (CHR) program to release an order from credit hold.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Non-credit release/hold permission

Optional
1 alphanumeric

Select whether an order entry operator can place a sales order on non-credit hold or release an order from hold with the Sales Order Maintenance (OE) or Sales Shipment Confirmation (OC) program.

Select	Order entry operator can
Y	Place an order on non-credit hold and release it from hold
O	Place an order on non-credit hold but not release it from hold
N	(default) Neither place an order on non-credit hold nor release it from hold

If you select N or O, you must run the Order Hold Release (OHR) program to release an order hold.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Order processing availability

Required
1 alphanumeric

Select how you want the system to respond to sales orders when the item ordered is not current available:

Select	To
A	Advise the order entry operator that an item is not available and when it will become available. The operator can click: Yes to change the Date Promised and Expected ship to the date calculated based on Available To Promise (ATP). No to retain the dates entered and knowingly ship late. Cancel to delete the line.
I	Inform the order entry operator that an item is not available. The operator can click: Yes to enter the line using the Date wanted from the order header. No to delete the line.
N	Not check availability and allow order entry operators to enter orders for items regardless of their availability.
Y	Tell the order entry operator that stock is insufficient and not allow the line to be completed.

For finished goods and configured product items, the system checks Available to Promised (ATP). For dependent items or if there is no ATP, the system calculates availability based on your setting for the Calc available using committed/obligated option for your enterprise or manufacturing branch (Manufacturing options). Available is:

On hand quantity - Obligated
OR
On hand quantity - Committed

Note
An item's availability is calculated using the planning period code ATP. This code is maintained in the Planning Period Codes Maintenance (MDM) program and can be modified as needed to configure the periods used in accumulating supply and demand.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Popularity tracking active?

Optional

For future use

Calculate credit based on gross amount?

Optional

Select if you want the credit management system to place orders on credit hold if the gross amount of the order exceeds the customer's order limit or credit limit or leave blank if you do not.

The gross amount includes volume and line discounts but not order header discounts (Gross, Accrued, and Misc), tax, freight, or miscellaneous charges.

If you leave this option blank, the system bases credit and order hold limits on the net order amount.

Default output device for online orders

Required
3 alphanumeric

Select the device that you want to use for printing online orders.

Disallow overshipments in OC?

Optional

Select to prevent users of the Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) program from confirming shipment of a quantity greater than the quantity ordered or leave blank to allow confirmation of a quantity greater than ordered.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Send email on overshipment?

Optional

Select to send an email message to the system administrator when a user of the Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) program confirms shipment of a quantity greater than the quantity ordered or leave blank to not send a message.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Allow entry of zero qty on sales order line

Optional

Select how you want the Sales Order Maintenance (OE), EDI/Sales Quote Maintenance (QOE), and RMA Maintenance (RMA) programs to handle a line for which the operator enters a quantity of zero:

Select	To
Y	Allow the line to be entered.
N or blank	Not allow the line to be entered.
W	Warn the operator that the line has a quantity of zero. The program prompts Allow zero quantity? The operator can click Yes to retain 0 or click No to change the quantity.

Warn user if date not on shop calendar?

Optional

If you have not set up a shop calendar for your shipping branch, the system uses the calendar for the manufacturing branch assigned to the shipping branch in the Branch Maintenance (TBM) program.

Select if you want the Sales Order Maintenance (OE) program to warn if the expected ship date is not a work day on the shop calendar:

Select	To
Y	Warn the user that the expected ship date is not a work day and allow the user to accept or reject it.
N or blank	Do not want to warn the user; any date is accepted.
B	Block any date that is not a scheduled work day. If a non-work day is specified, the operator must change the date to a valid date before continuing.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Customer surcharges active?

Optional

Select if you want to apply surcharges to customer orders or leave blank if you do not.

If you leave blank, the Surcharges button does not display in the Sales Order Maintenance (OE), One-Step Invoice Entry (RE), EDI/Sales Quote Maintenance (QOE), and Sales Shipment Confirmation (OC) programs.

Sales order approvals required?

Optional

Select if you require one or more users to approve all or selected orders to be approved prior to printing.

If you select, you must set up a hierarchy and approval cycle with the Approval Hierarchy Maintenance (APPHM) and Approvals Maintenance (APPM) programs. See Overview: Approval Processing.

Allow order entry ECL/RRL override?

Optional

Select if you want order entry clerks to be able to enter an Engineering Change Level in the ECL field or a routing revision level in the Routing rev lvl field on a sales order line or leave blank if you do not.

If you leave blank, these fields cannot be accessed.

Click Other info.
Set these options:

Field Name

Type / Max Length

Action / Description

Allow maintenance of confirmed shipment?

Optional

Select if you want to be able to change the selling price, line discount, and/or surcharges for an item on a confirmed shipment with the Sales Shipment Confirmation (OC) program or leave blank if you do not.

If you leave blank, you will not be able to change these fields on a confirmed order. Instead, you will have to first reverse the confirmation before you can change the data. You will then need to re-confirm the order after you make required changes.

Populate cust item from item xref?

Optional

Select if you want order processing programs to find the first occurrence of the customer cross-reference number (set up in Customer Item Maintenance (CIX) program) and place it in the Cust item no field, regardless of whether the operator enters the standard item number or the customer item number, or leave blank to populate the Cust item no field only if the operator enters the exact customer item number.

If this option is blank and the operator does not enter the customer item number initially, the only way to get the customer item number into the order is to manually modify the item number when the actual number is entered on the line.

The customer's item number entry is case sensitive. For example, if Box is a customer's item number, the system does not recognize BOX or box.

Allow remote manufacturing?

Optional

Select if you enter sales orders at a non-manufacturing branch for items manufactured at a different branch or leave blank if you do not.

If you select, when an order entry operator at a sales branch clicks Obligate and then Remote MFG for an item you make, the system creates a transfer from the manufacturing branch to the sales branch when the manufacturing order is received.

View margin in sales quotes?

Optional

Select if you want to have access to margin-related data for a sales quotation line or leave blank if you do not.

Place new sales quotes on hold?

Optional

Select if you want to place sales orders imported with the Order Import (EPI) placed on hold.

The drop file process that automates EDI 850 import uses the Place order on hold? option specified in for the interface.

Quote hold reason code

Conditional

Select a default reason for a quote to be placed on hold (whether manually imported or via the EDI 850 drop file interface).

You can click Reasons to access the Order Change Reason Codes Maintenance (TRCM) program to set up an appropriate reason code.

A number of programs use reason codes for purposes other than explaining credit holds. See Background for uses and examples.

Remove link of mfg supply?

Optional

Select if you want to display the Remove MFG button on the order obligation screen to allow selecting a replacement serial number for an item before shipping or leave blank if you do not.

Allow changes of previous CP selections

Optional

Select if you want to change the options that were originally selected for a configured product when the sales order line was entered or leave blank if you do not.

If selected, configured product options display in an indented format with Y in the Sel? column for what components are currently selected.

Warn of multiple component connections?

Optional

Select if you want to receive a warning message if bill of material maintenance is not allowed or leave blank if you do not.

Lot picking method

Optional

Select O if you want to obligate according to the auto-obligation rules (by control number, first date, last date). If the item is lot-controlled and there are a number of different lots, the smaller lots may be obligated if split lots are allowed. Use this method if you want to use up smaller lot quantities or respect LIFO/FIFO rules.+

Select F if you want the system to try to pick a full lot first. The system tries to pick the whole quantity from a single lot (across multiple locations if necessary) before it tries to fill from multiple lots.

Allow partial obligation

Optional

This option is used by Order Shipment Selection (OSS), Sales Order Auto Processing (OAP) and Sales Order Maintenance (OE) when using the A (automatic) obligation method.

Select Y if you want the auto-obligation process to do a partial obligation when the full quantity cannot be filled.

Select C to allow the partial obligation only for items that are not controlled (applicable for lot-controlled).

Select N to not do partial obligations for any item.

Select W to do the partial obligation; if in Sales Order Maintenance (OE), warn the user that only a partial obligation has occurred.

Note: If a partial obligation is done on a lot-controlled item, future obligations for that line must be from the same lot if split lots are not allowed. See Partial Obligation and Split Lots.

Allow obligation of supply?

Optional

Select how you want pending supply to be obligated by Order Shipment Selection (OSS):

N Do not oblig if supply exists
Do not allow processing of order lines if attached supply has not been received.
Y Allow oblig before supply
Allow order lines with attached supply to be processed before the supply has been received. Immediate supply items are excluded. See Set Inventory Control Options for information about immediate supply.
I Allow all, incl immed supply
Allow order lines with attached supply to be processed before the supply has been received.

Declared value default

Optional

The Commercial Invoice Print (BCI) program sets the declared value based on this default if no declared value is specified in Sales Order Maintenance (OE).

Select	To
I	Use the declared value specified for the item in Item Cost Maintenance (ICM)
P	Use the sales order price
D	Use the sales price less line and header discounts

Note
Click Mfg branch or Branch settings to set this option for your branch.

Default destination customer

Optional

Select if you want the destination customer on sales orders to default to the sold-to customer or clear the field if you do not want destination customer to default.

This option determines the customer used for sales tax purposes (i.e., tax taxing state, taxing zip code, licences):

If this option is selected, the destination customer is used if it is different from the sold-to customer.
If this option is left blank and a destination customer is entered on an order, the destination customer overrides the ship-to customer.

Choose the appropriate options:

To	Do This
Change an option	Click on the field and make required changes.
Exit without changing these options	Click Cancel.
Display additional options	Click Other info.
Print these options	Click Print. See Print an Inquiry.
Add or maintain reason codes	Click Reasons. See Add an Order Change Reason Code. Click OK to return to this program.
Enter overrides for your manufacturing branch	Click Mfg branch. See Set Order Processing Options for your Manufacturing or Login Branch.
Enter overrides for your login branch	Click Branch settings. See Set Order Processing Options for your Manufacturing or Login Branch.
Accept these options and exit	Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display a category of options	Highlight the line and click Select or double-click the line.
Exit the program	Click Exit.