Standard Order File - FIL 40

Description

Passwords are not required for inquiry mode. You must enter a password to add or update the standard orders.

Enter account number 000000 to access generic standard orders or if you are creating the standard order by chain code. Generic standard orders can be accessed by any accounts. Enter a customer account number to access standard orders for a specific account. You can enter a question mark (?) in order to search customers and select from a list.

Leave the account number field as 000000 and enter a chain code to access standard orders for that chain code. You can enter a question mark (?) to search for chain codes and select from a list. You can enter a specific account number or a chain, but not both. If you are entering for a specific account, leave the chain code field blank.

The description field is used only to position to a specific standard order description within a list of standard orders. This is primarily used when there is a long list of standard orders and you need to quickly position to a specific standard order included in the list. This field will usually be left blank.

Enter one of the following options in this field:

• I = Inquiry. Enter I to inquire on the selected standard order.
• U = Update. Enter U to update the selected standard order. A password may be required.
• D = Delete. Enter D to permanently delete the selected standard order. The high level password is required. A confirmation screen displays to verify that you want to permanently delete this record.
• C = Copy. Enter C to copy the selected standard order into a new standard order. A copy of the selected standard order is made and added to the list for the account or chain being accessed. You can then use the U (update) option to change as needed. A password may be required.

Description

Add mode. F1 displays the Customer Standard Order Maintenance Screen which allows you to create a new standard order for the selected customer or chain.

View Detail. F2 displays an alternate view of the list of standard orders. It displays the detail lines. F2 is a toggle switch between the detail and summary views. Press F2 once for details and again to return to the summary view.   

Return. F6 returns to previous screen or menu.

End Of Job. F7 exits the program.

Last Order. F9 is valid only when you display standard orders for a specific account number. F9 displays the last order placed by that account. Once displayed, orders can be copied into standard orders.

All Orders. F10 is valid only when you display standard orders for a specific account number. F10 displays the account's orders, with the most recent orders first. Once displayed, orders can be copied into standard orders.

Description

This is the standard order number assigned by the system to this standard order. This field is used only within the Standard Order File and not on any orders based on the standard orders.

Use this setting to control the sequence of how the standard orders are displayed on the Navigator Multi-Unit Order Entry window. The lower the number the higher in the listing it is displayed.

For more information, refer to Multi-Unit Orders.

Description of this standard order. This description is not used anywhere else. It is an important field for reference within this file and within the EZ Order Program.

Ship via code – field is validated and searchable. It may be left blank.

Date requested must be in month/day/year format. It may be left blank.

Customer purchase order number. Validated against PO Edit Mask if system setting to validate Customer PO is set. It may be left blank.

Shipto number. This field is validated and searchable. It may be left blank.

Salesman number. System setting determines whether this field is validated. This field is searchable. It may be left blank.

User initials. Not validated. It may be left blank.

Order type. This field is validated and searchable. It cannot contain ‘C' for credit. Credits are not permitted as standard orders. It may be left blank.

Order handling type. This field is validated and searchable. It may be left blank.

Job Name. This field is not validated. It may be left blank.

Warehouse. This field is validated and searchable. It may be left blank.

Comments. If entered, this field is used as a header message line on the order. Comments appear on line 0001 of the order.

Enter Y to expand items that have Bills of Material. Enter N to not expand items that have Bills of Material. If you enter Y, and there is a Bill of Material item included in the standard order, the items within the Bills of Material will also display when the standard order is used within EZ Order. Y has no effect on the way the standard order appears within the Standard Order File Maintenance Program.

Item number. This field is validated and searchable.

Order quantity cannot be a negative number. Quantity may be left out of the standard order and entered when actual orders are placed.

Unit of measure. This field is validated to ensure it is a valid UOM for the item being entered.

Price. You can enter a price or leave the field blank. This program will not calculate price. If the price is entered, it is considered a price override. If the field is left blank, the EZ Order program prices at the time of order entry.

Price restriction code (roll, cut, etc.). This field may be left blank.

Receive to stock Y/N/T/B. This field is not used except for B code, which forces a back order within the EZ order program. This field may be left blank.

Credit code. This field will usually be left blank.

Item description. This field appears after item numbers are entered.

The item entered is a Kit/bill of Material item if the item number is shown in turquoise. See the Exp BOM? field description above.

Description

Alternate View. The F2 screen displays the sequence number field which enables you to re-sequence the lines on the standard order.

Delete. F4 enables you to delete a standard order. A confirmation window displays before the standard order is deleted.

Refresh. Re-displays the current values for the standard order.

Return. F6 returns to previous screen or menu.

End of job. F7 exits the program.

Press F9 to display the Last Order Screen. This screen displays the last order placed by the selected customer including all line items. You can copy this order into a new standard order by using the Copy) option. When you copy an order, a new standard order appears on the standard order list for that customer. You can then update as needed. This screen filters out credits and cancelled orders.

Press F10 to display the All Orders Screen. The screen that appears displays the last orders placed by the selected customer, including all line items. They display in most recent to least recent sequence. You can copy any of these orders into a new standard order by using the Copy option. When you copy an order, a new standard order will appear on the standard order list for that customer. You can then update as needed.