Organization of Information

This section describes key sales order and quote order processing concepts.  These concepts are discussed in terms of the following functional areas:

·      Data Setup, which includes defining customers and setting up account structures

·      Order Entry/Order Information

·      Item Information

·      Inventory Reservation

·      Shipping and Billing

·      Pricing/Credit

The Order Processing conversations are organized into the following types of screens:

·      Order Function Select.  Requests identification of the customer placing a new order, or the order number of an existing order to be changed.

·      Order Header.  Identifies the bill-to and ship-to customers, the terms of the sale, and any special instructions pertaining to the order.

·      Multi-line.  Identifies the product sold or quoted and specifies quantity, pricing, and sourcing data.

·      Single Line.  Identifies sales orders for parts that are configured.

·      Lot Select.  Identifies the lots reserved for a line if the item is defined as lot assignable.

·      Order Recap.  Displays summary information for all lines on the order.

·      Order Comments.  Displays order and line level comments.

·     Windows.  Identifies pricing and discount information for the order at both the header and line level and displays financial detail information relating to sales order lines.

·      Automatic File Updating.  Performed when the operator accepts a screen.  After each screen has been processed the system automatically updates the required files depending on the conversation that caused changes to the files.  The entered data is contained in the following files:

·     Sales Order Header File

·     Sales Order Line File

·     Sales Order Line/Lot File

·     Sales Order Comment File

·      Sales Order Header by PO Number

·     Quote Order Header File

·     Quote Order Line File

·     Quote Order Comment File

·     Part Master File

·     Warehouse Balance File

·     Bill-to/Ship-to Customer Relationship File

·     Customer/Item Relationship File

·     Multiple Customer/Item File

·     Multiple Stock Location File

·     Customer Master File

·     EDI Sales Order Transaction Header

·      EDI Sales Order Transaction Detail

·     Open Item Header File

·     Open Item Distribution File

·           Open Item Comment File