WILLIAMS CO 001 ORDER PROCESSING BEF 6/03/94
DSP01 WHS BEL OPEN ORDER SHIPPING/BILLING MULTI-LINE
Bill-to C01 ANDERSEN Ord-by C01 Type REG
Order 013696 00 001 Lin 0 Sts OPN
Lin S Part Number Resv Qty UM Whs Ship Qty UM Stk Loc B Lot No
001 O BOLT-100 .000 PK BEL .000
Bottom
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Lin S Part Number Ship Qty UM Stk Loc B Lot No
F4=Prompt F5=Detail F7=Header F11=Recap
F13=Cancel Shipment F14=Position Btm F15=Rekey Data
This is the multi-line screen for the following conversations:
Open Order Shipping/Billing
Open Order Billing
Open Order Shipping Exceptions
The Open Order Shipping/Billing conversation allows you to simultaneously ship and bill an individual order shipment (shipping/billing mode). The Open Order Billing conversation allows you to bill an order shipment that has been shipped, but not billed, using the Shipping Workbench (billing mode). The Open Order Shipping Exceptions conversation allows you to enter shipping exceptions from the Shipping Workbench (exceptions mode).
This screen allows rapid entry and maintenance of shipment detail lines. In shipping/billing mode and exceptions mode, the ship quantity and shipping unit of measure are the only required entries for each line. In billing mode, if the part is an inventoried part, the line cannot be maintained. If the part is a reference part, the only required entries are the shipping quantity and the shipping unit of measure.
The screen provides a maintenance line at the bottom that allows you to maintain existing lines or to add lines to the shipment. To access the maintenance line, press F14-Position Bottom. In billing mode, only lines containing reference parts can be maintained or added.
The screen permits shipments from multiple sourcing locations for each line. Each unique stock location/balance type/lot number combination constitutes shipment for a location.
COMPANY/WAREHOUSE
Display only. The sourcing company and warehouse for all order lines displayed on this screen.
CURRENCY
Display only. The currency associated with this customer.
BILL-TO CUSTOMER NUMBER/CUSTOMER NAME
Display only (appears only in shipping/billing and billing modes). The customer that will be billed for the order.
SHIP-TO CUSTOMER NUMBER/CUSTOMER NAME
Display only (appears only in exceptions mode). The customer to which the ordered goods will be shipped.
ORDER-BY CUSTOMER NUMBER
Display only. A memo field used to document the customer who placed the order. It was specified when the order was created.
ORDER TYPE
Display only. Indicates whether the order is a regular customer order, a blanket order, or a backorder.
ORDER SHIPMENT
Display only. The order shipment for which information is displayed. It was specified on the Function Select screen.
LINE NUMBER
Optional. Enter a number in this field to scroll the subfile to that line. For example, if there are 50 lines on this order shipment, enter a 26 in the line field to reposition the subfile to the 26th line.
ORDER STATUS
Display only. Indicates whether the order is open, partially shipped, fully shipped, or closed. Order status codes and decodes are defined on Reference File category 403.
LINE NUMBER
Display only. Used to indicate the sales order line number that is being shipped and/or billed. To add a new line to the shipment, enter ADD or the next available line number on the sales order in the Line Number field on the bottom portion of the screen.
LINE STATUS
Optional. Used to define the line status of the shipment line. The line status must be blank for a line add. The line status can only be changed to C (closed) in a change transaction. The default value is O (open). Reference parts may have a line status of S (shipped). The S indicates that the customer will be billed for the part, even if its ship quantity is zero.
PART NUMBER
Display only (for existing lines). Required (if using the maintenance line at the bottom of the screen). Identifies the item that is being shipped. The item must be saleable (that is, the price code cannot equal zero).
RESERVED QUANTITY
Display only. The quantity that was reserved for the line.
ORDER UNIT OF MEASURE
Display only. The unit of measure for the Reserved Quantity field.
WAREHOUSE
Display only. The sourcing warehouse for the shipped line. It can be entered only on an add transaction. The default sourcing warehouse for the line is the selling warehouse. If the shipment type is direct, this warehouse must be the same as the selling warehouse.
SHIP QUANTITY
Required (in shipping/billing and exceptions modes, and for reference parts in billing mode). Display only (for inventory parts in billing mode). The quantity of the item that is shipped, expressed in the shipping unit of measure. The ship quantity cannot be negative. If lots were reserved for this line during sales order entry, the quantity reserved for each lot is displayed.
SHIPPING UNIT OF MEASURE
Required (in shipping/billing and exceptions modes, and for reference parts in billing mode). Display only (for inventoried parts in billing mode). The unit of measure associated with the ship quantity. For a reference part with a ship quantity of zero, this field must be blank. The order unit of measure is defaulted in this field, but may be overridden.
STOCK LOCATION
Optional. The location from which the item was picked for shipment. If you leave this field blank, the stock location on the header will be used. If no stock location was entered on the header screen, or if the sourcing warehouse is different than the selling warehouse for a line, the stock location from the part's Warehouse Balance File record is used. The stock location must be blank for a reference part or if the shipment type is direct.
BALANCE TYPE
Optional. The balance type from which the part was picked for shipment. The balance type must be blank for a reference part or if the shipment type is direct. If you leave this field blank, it will default to the first balance type available for distribution.
LOT NUMBER
Required (for lot-controlled or lot-assignable parts). The lot from which the part was picked for shipment. The lot number must be blank for a reference part or if the shipment type is direct. The lot number must be open. If a lot is on hold, an error message is displayed, and the lot number is displayed in reverse image. No inventory may be issued from or received into a lot that is on hold.
NOTE:
If a line add was requested from the Line Number field, the following four fields are displayed.
UNIT PRICE
Optional. Used to define the unit price of each part. The unit price cannot be changed if the firm price code is Y - Yes. The unit price cannot be negative. The unit price is the base price minus all discount amounts applied to the sales order line.
If the VAT or GST Included flag on the header is set to Y - Yes, the price you enter in this field must include the VAT or GST. Note that this applies only to VAT and GST environments.
If this line represents a gift (pricing code = 8) and VAT will be charged to the customer on gifts (as specified on the header), this field contains the value of the gift. The system uses this value to calculate the VAT; it is not included in the sales total. Currently, GST does not have a 'GST on gifts'.
EXTENDED PRICE
Optional. This field is the order quantity multiplied by the unit price. The extended price cannot change if the firm price code is Y - Yes.
If the VAT or GST Included flag on the header is set Y - Yes, the price you enter in this field must include the VAT or GST. Note that this only applies to VAT and GST environments.
If this line represents a gift (pricing code = 8) and VAT will be charged to the customer on gifts (as specified on the header), this field contains the value of the gift. The system uses this value to calculate the VAT; it is not included in the sales total. Currently, GST does not have 'GST on gifts'.
PRICE UNIT OF MEASURE
Optional. The unit of measure associated with the unit price.
PRICE CODE
Optional. The price code is used in calculating the unit price if the unit price is not entered. The price code must exist on Reference File category 415. Once a pricing method is established, prices will be recalculated only if the price code is '9' (for contract pricing) or if it is changed to either '9', 'A', '6', or blanks. It cannot be changed if the Firm Price flag is set to Y - Yes. Must be '6' (manual) or '8' (gift) in Value Added Tax (VAT) or Goods and Services Tax (GST) environments where VAT or GST is included in the price. Optional in all other circumstances. If the order uses price list pricing, this field will be set to 'A' (price list).
COMMAND KEYS
Enter - Validate screen.
F4 - Display a list of values for the field where the cursor is positioned. If you select one of the items from the list, it will be returned to the application screen.
F5 - Used to display the line detail screen for the first line from the multi-line screen. This allows maintenance to be performed on a line that has already been shipped.
F7 - Display the header screen (only in shipping/billing and billing modes).
F11 - Display the recap screen.
F13 - Cancel the shipment currently being displayed (in shipping/billing mode). Cancel the billing for the shipment currently being displayed (in billing mode).
F14 - Position your cursor in the bottom/top of the screen.
F15 - Clear all fields that you have just entered in order to enter new data.
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