Flexible Item Entry

The Sales and Quote Order Maintenance along with EDI's Sales Order Entry conversations are flexible in the way that they allow item information to be entered.

Identifying Parts

In the order entry conversations, the Multi-line screen allows you to enter parts using the:

·     Internal Part Number

·     Universal Product Code (UPC)

·     Alternate Part Number

·     Customer Part Number

The internal part is defined on the Part Master file, along with the UPC and alternate part.  These parts can be unique and must be consistent across all plants.  The customer part must have a customer item relationship.

To determine the sequence by which the entered part will be validated, you can define a part validation sequence code on Reference File category G89.  On this category, you select which part type fields will be used for validation, as well as the sequence in which they should be validated.  The fields can be numbered from 1 to 4 and cannot be duplicated.  At least one sequence number must be entered and it must be 1.  For example, if a customer usually places orders by their customer part number, the sequence for customer part may be 1.

It is recommended that the internal part number be on the validation sequence since in change mode the internal part is returned to the screen rather than the part that you entered during add mode.

The default part validation sequence code is defined for the customer on the Customer Master Maintenance Sales Information 2 screen (AR630S07).  During sales order maintenance, the part validation sequence code will default from the customer; however, it may be overridden at any time during the conversation.  The part validation sequence code is optional.  If it is not specified for a customer, validation will only be performed against the internal part number.

Note:    If a validation sequence is not specified, the EDI Sales Order Data Entry conversation will continue to validate against both the internal part and the customer part.

Once the entered part type is identified, it will be used to determine the corresponding internal part number.  Once this number is retrieved, processing will continue just as if the internal part number was entered.  The internal part number will be validated and moved into the Part Number field so that it will be visible when the screen is redisplayed.  You will be able to see the entered part number by using the Descriptive Information action code (DS) which displays a window containing the entered part, along with other detailed information.

Replacement Parts

The replacement part must be a valid part on the Part Master file and can be maintained for a part in any plant.  This part must be active and must not have a replacement part itself.

When creating a sales order, if the part on the sales order line has a replacement specified, then the replacement part will be substituted.  You will be given a warning message telling you that the part is a replacement part.  This replacement part will be moved into the sales order line Part Number field and will be validated the same as any other part.