WILLIAMS ORDER PROCESSING 6/08/94
DSP01 QUOTE ORDER MAINTENANCE SELECT
Company/Warehouse 001 BEL
Bill-to Customer A-1
Ship-to Customer
Ordered-by
Order Type C
Order Number
Maintenance Code 1
1 - Add A Quote Order
2 - Change A Quote Order
3 - Close A Quote Order
4 - Change Reason Code On Closed Quote
5 - Reopen A Closed Quote
Cust PO Requested Dock Date
Control Quantity Consol Invoice
Release Interval Blanket Schedule
Num of Releases Dir Dist Flag N
Reason Code Configure Order N
F2=Command F3=Exit F8=Copy Order
F9=Inquiry F14=Maint Options F20=Add Ship-to Cst F24=More Keys
The Quote Order Maintenance Function Select screen is used to identify the company, warehouse, customer and order type for a quote order. If the Expert Configurator module is installed, it is also used to specify whether the order is a configured order. The order number may be entered when adding an order, and is used to maintain existing orders.
COMPANY/WAREHOUSE
Required (add). Used to define the selling company/warehouse for the quote order. The company/warehouse must have an associated warehouse description. You must have the proper authority for the company/warehouse.
BILL-TO CUSTOMER
Required. The customer who will be billed for the order, if the quote is realized. Quoted prices and terms are based on information for this customer. Billing information must be defined on the Customer Master File before a customer can be used as a bill-to location. This field defaults from the default bill-to customer that is defined on the Customer Master File for the ship-to customer.
SHIP-TO CUSTOMER
Optional. The customer location where the ordered goods will be delivered. The quote acknowledgment will be sent to this customer. If you leave this field blank, it will default to the value in the Bill-to Customer field.
Any customer already defined in the system may be specified as the ship-to customer. To define a new ship-to customer at this time, press F20-Add Ship-to. This function key accesses the Customer Master Maintenance conversation. After you enter information for the new customer, you will return to this screen.
Depending on the flag set on the bill-to customer's Customer Master File record, you may be required to enter a bill-to/ship-to combination for which a relationship has already been defined.
ORDERED-BY CUSTOMER
Optional. A memo field used to identify the customer who placed the order. The field is validated only if the validate option is specified on Reference File category 447. If the field is validated, any customer number entered in this field must exist on the Customer Master File. (To define a new customer from this conversation, press F20.) This field defaults to the default ordered-by customer that is defined on the Customer Master File for the ship-to customer.
ORDER TYPE
Required. Displays the order type of the quote order. Valid values are C - regular orders and B - blanket orders.
ORDER NUMBER
Required. Provides unique identification for a quote order. For an add transaction, the order number is either system assigned, or must be entered manually (depending on the system default). For a change transaction, the order number must already exist, and cannot have a closed status. You must be authorized for each of the selling and sourcing warehouses.
MAINTENANCE CODE
Required. Must be one of the options listed on the screen. Any quote can be reopened and all reason codes except 'Realized' can be changed. Once a quote order has been 'Realized,' neither the reason code nor the quote order information can be changed. However, a 'Realized' quote can be opened or closed without restriction.
CUSTOMER PURCHASE ORDER NUMBER
Optional. Used as a reference to the customer's purchase order number. This value is displayed on the order paperwork. It is also displayed in the Quote Order Inquiry Conversation when a listing of orders for a customer is requested.
REQUESTED DOCK DATE
Optional. Indicates the date the customer wants the goods to arrive on their dock. If entered, this date must be greater than or equal to the order date. This date, if entered, is used in calculating the required ship date.
CONTROL QUANTITY
Optional. If entered, a warning message will be displayed on the Quote Order Summary window or Totals window whenever the total order quantity does not equal the control quantity. The control quantity can only be entered for an add transaction.
CONSOLIDATED INVOICING FLAG
Optional. This field indicates whether you want to automatically create an invoice for this order at shipment time or whether you want to be able to group it with other shipments (for the same bill-to customer) on a consolidated invoice. Valid values are:
Y - Consolidated invoicing desired for this order. Orders will be shipped without automatic invoice generation. This order can be billed collectively (following shipping) through the Consolidated Billing conversation.
N - Consolidated invoicing not desired for this order. An invoice will be created automatically when the order is shipped.
If nothing is entered, a value will default from the customer record associated with this order (the customer default is established on the Customer Master Maintenance Billing screen). Once entered, the flag can be overridden in this conversation as well as the Shipping/Billing and Blanket/Backorder Release conversation.
RELEASE INTERVAL
Required for blanket orders when Blanket Shipment = N. Defines the number of days between each release of a blanket order.
BLANKET SCHEDULE FLAG
Optional for blanket orders. For blanket orders, this field indicates whether you want to specify a schedule of shipments for each blanket order line. You may define a default value for this field on Reference File category 413.
Valid values are:
Y - Blanket shipment scheduling requested.
N - Blanket shipments are based on release interval and number of releases.
If blanket shipment scheduling is requested, information entered in the Release Interval and Number of Releases fields will be overridden. If blanket shipment scheduling is not requested, these two fields are required. If you are entering a blanket order in Quote Order Maintenance, then the blanket will not be entered until after the quote is converted.
NUMBER OF RELEASES
Required for blanket orders when Blanket Schedule = N. Defines the number of releases for a blanket order. The release quantity is calculated by dividing the order quantity by the number of releases.
DIRECT DISTRIBUTION FLAG
Optional. This field indicates whether or not this order (when converted into a sales order) will be shipped from the sales office to someone other than the transaction customer. Valid values are:
Y - Yes this order will be shipped to the end customer of a direct distribution relationship.
N - No this order is not part of a direct distribution relationship. The items ordered will be shipped to the transaction customer.
REASON CODE
Required (close). Used to define why the quote order was closed.
CONFIGURE ORDER
Required. Used to specify whether this order will contain lines generated using rules defined in the Expert Configurator module. Entering a Y (yes) will allow both configured and non-configured parts to be ordered. Entering an N (no) will limit this order to non configured parts. The default value for this field exists on Reference File category 418.
COMMAND KEYS
Enter - Process request.
F2 - Display a window where a fast path option or mnemonic can be entered. Fast path allows the next menu selection to be made directly from this screen. When the window is displayed, pressing F3 will remove it.
F3 - Exit program and return to menu.
F4 - Used to list valid values for field prompted.
F8 - Enter the Quote Order Copy Window program. This program will create a new quote based on the information in an existing quote order. If the existing quote order is closed, or if any of its lines are closed, the new quote will be open with all lines open. For configured quotes, all option values will be copied without intervention from the Expert Configurator module. Therefore, it is advisable to maintain any configured lines in order to ensure accurate option information. Line maintenance will force configuration to be executed using current rule information.
F9 - Enter the Quote Order Inquiry program (OP820S01).
F14 - Enter the Quote Order Maintenance Options window.
F15 - Clear all fields that you have just entered in order to enter new data.
F20 - Enter the Customer Master Maintenance Program to add a ship-to customer.
F24 - Display additional command keys that are valid for the current screen.
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