Set Order Processing Options for your Manufacturing or Login Branch

When you select Order Processing Options and click Mfg branch or Branch settings, you can set these options, which will override those set for your enterprise. Branch settings override those set for your manufacturing branch.

Note
You must set these options for your manufacturing branch. They do not default from your enterprise options.

Set these options for your manufacturing or login branch:

Field Name

Type / Max Length

Action / Description

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.

Note
This option also applies to sales quotes.

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)

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)
Shipment Commercial Invoice (OSCI)
RMA Packing Slip Print (RMAP)

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 (OSCIPM)
RMA Packing Slip Print Queue (RMAPPM)

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.

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 is on credit hold.

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

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

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 their credit limit.

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

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

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 their credit limit.

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

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

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) and EDI/Sales Quote Maintenance (QOE) programs.

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.

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), EDI/Sales Quote Maintenance (QOE), 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.

Order processing availability

Required
1 alphanumeric

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

Select	To
A	Advise the order entry operator 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 and prompt Use the current ship date? The operator can click: Yes to retain there Expected ship date. 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

Disallow overshipments in OC?

Optional

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

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.

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.

Sales order approvals required?

Optional

Select if you require one or more users to approve all or selected orders prior to printing or leave blank if you do not.

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, this fields cannot be accessed.

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 select, you cannot maintain this financial information after you invoice the shipment.

If you leave blank, you can maintain the data in these fields by clicking Reverse, changing the data, and then clicking Confirm.

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 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.

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.

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

Choose the appropriate options:

To	Do This
Change an option	Click on the field and make required changes.
Exit without saving these options	Click Cancel.
Print these options	Click Print. See Print an Inquiry.
Accept these options and exit	Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Change an option	Click on the field and make required changes.
Exit without saving these options	Click Cancel.
Display additional options	Click Other info.
Print these options	Click Print. See Print.
Add or maintain reason codes	Click Reasons. See Add an Order Change Reason Code. Click Exit to return to this program.
Enter overrides at the manufacturing branch level	Click Mfg branch.
Enter overrides at your login branch level	Click Branch settings.
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.