............................................................................
: QUOTE ORDER HEADER :
: Order 001542 Co/Whs 001 BEL Type REG Ord Sts OPN :
: Ord-by Store No 121212 :
: Bill-to A-1 Ship-to A-1 :
: A-1 SERVICE A-1 SERVICE :
: 111 FIRST AVENUE 111 FIRST AVENUE :
: :
: KANSAS CITY IL 66612 KANSAS CITY IL 66612 :
: USA UNITED STATES OF AMERICA USA UNITED STATES OF AMERICA :
: Cust PO Ord Cls REG REGULAR ORDER :
: Slspsn1 SL1 SALESPERSON 1 Crd Exmt N :
: Slspsn2 Hold Cd :
: Rel Cd D Fill Cd BO Prty :
: Pkr Rel N Ack Rel N Qte Ack Y :
: Ord Date 06/08/94 SA No Comments N :
: Rev/Exp 07/08/94 Ref Ord :
: :
: Action Code :
: F4=Prompt :
: F13=Cancel Order F15=Rekey Data :
: :
:..........................................................................:
The header screen displays quote order header information. For new orders, data from customer files and default values are initially displayed. These default values may be overridden.
ORDER NUMBER
Display only. The unique number used throughout the system to identify this quote order.
COMPANY/WAREHOUSE
Display only. The selling company/warehouse combination associated with the sales order. This is the company entered on the Function Select screen.
ORDER TYPE
Display only. The order type. Valid values are REG regular order and BKT - blanket order.
ORDER STATUS
Display only. The order status of the quote order.
ORDERED-BY CUSTOMER NUMBER
Optional. The customer who placed the order. Any information in this field was entered on the Function Select screen when the order was created. This field has no effect on system processing and can be changed. To display the mailing address for this customer enter action code OB.
STORE NUMBER
Display only. This field is used to reference the ship-to customer's store number. If entered on the Customer Master File, it will be defaulted into this field. It can be overridden on the Quote Order Maintenance Header screen.
BILL-TO CUSTOMER NUMBER
Display only. The customer that will be billed for the order, if the quote is realized. Quoted prices and terms are based on information for this customer. The bill-to customer was specified on the Function Select screen when the quote was created.
BILL-TO CUSTOMER NAME
Display only. The name of the customer who will be responsible for paying for this order. The name is retrieved from the Customer Master File.
BILL-TO ADDRESS
Required. The invoice will be sent to this address, if the quote is realized. It defaults from the bill-to customer's Customer Master File record but can be changed. Any change will affect only the documents for this quote; the Customer Master will not be changed. Four lines are used to define the address:
Line 1 - Contains the first line of the address.
Line 2 - Contains the second line of the address.
Line 3 - Contains either a third, free-format address line or formatted fields for city, state, and zip code. The format of line 3 is determined by the address format specified on Reference File category 133. If city, state, and zip code are displayed (US address format), then the state code is defined on Reference File category 326. If you are using US address format for a Canadian customer, leave two spaces at the beginning of the zip code field.
Line 4 - Country code and description. Country codes and descriptions are defined on Reference File category 007.
SHIP-TO CUSTOMER NUMBER
Display only. The customer to which the ordered goods will be shipped, if the quote is realized. It was specified on the Function Select screen when the quote was created.
SHIP-TO CUSTOMER NAME
Required. The customer name to be printed on the quote acknowledgment. This field defaults from the ship-to customer's Customer Master File record. It can be changed. The change will affect only documents for this quote; the Customer Master File will not be changed.
SHIP-TO CUSTOMER ADDRESS
Required. The quote acknowledgment will be sent to this address. It defaults from the ship-to customer's Customer Master File record but can be changed. Any change will affect only the documents for this quote; the Customer Master will not be changed.
Line 1 - Contains the first line of the address. No validation is performed.
Line 2 - Contains the second line of the address. No validation is performed.
Line 3 - Contains either a third, free-format address line or formatted fields for city, state, and zip code. The format of line 3 is determined by the address format specified on Reference File category 133. If city, state, and zip code are displayed (US address format), then the state code must be defined on Reference File category 326. If you are using US address format for a Canadian customer, leave two spaces at the beginning of the zip code field.
Line 4 - Country code and description. The entered country code must be defined on Reference File category 007. The description associated with the code is retrieved from the Reference File and displayed on the screen.
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.
ORDER CLASS
Required. Used to determine which Accounts Receivable sales order account will be credited when this order is booked. This field defaults to the value defined on Reference File category 413. Order class codes themselves are defined on Reference File category D36. Accounts Receivable accounts are defined on Reference File category 302.
SALESPERSON 1 and SALESPERSON 2
Salesperson 1 is required; Salesperson 2 is optional. This code associates a salesperson with the quote. Salesperson codes are defined on Reference File category 315. The values in these fields will be defaulted to the salesperson fields for each quote line. The salesperson associated with each line can be changed on the line detail screen. The Sales Analysis module considers the salesperson from each line, rather than from the header.
CREDIT EXEMPT
Required. Determines whether or not this order will be exempt from further credit checking. Must be either:
Y - Customer is exempt from credit checks or
N - Credit checking must be performed.
HOLD CODE
Optional. Allows a hold to be placed on a quote order. Order hold order codes are maintained on Reference File category 402. For a change transaction, you must be authorized to change the hold code. Credit checking is performed again when the quote is realized.
RELIEF CODE
Required. Used to identify whether any converted sales orders will be filled from a manufacturing balance or a distribution balance. Valid values are:
M - Manufacturing
D - Distribution.
For a distribution warehouse, this field must be D. For a manufacturing warehouse, the field defaults to the value defined on the Warehouse Description File (IC170M). Default values may be overridden. You must enter a D if you want to reserve lots for the converted sales order.
FILL CODE
Optional. Used to define how to fill the order, when realized, if an availability problem occurs. Valid values for this field must exist on Reference File category 417, but only '0', '1', and '2' have processing behind them.
0 - No Preference. This means that the order will be treated as any normal order in the system.
1 - Ship Complete. This fill code causes the order to be released to the warehouse only when all lines have been fully reserved. This could be used when a Customer would like the whole order shipped at the same time.
2 - No Backorders Allowed. This fill code cause an Order to be release to the warehouse as soon as some inventory was reserved. A Backorder Release cannot be created for this order. Once the inventory reserved for this order is shipped, the order is closed.
BACKORDER PRIORITY
Optional. Used by the Automatic Order Release Program to determine the relative priority of this order when it attempts to reserve inventory for all backordered sales order lines. This field will only be used if the quote is converted into a sales order.
PICKER RELEASE CODE
Required. Used to define when the picker will be released if the quote is realized. Valid values are defined on Reference File category 416.
ACKNOWLEDGMENT RELEASE
Required. The Acknowledgment Release field. Used to define when the quote order acknowledgment will be released. Valid values are:
H - Hold indefinitely
N - End of Day
I - Immediately
QUOTE ACKNOWLEDGMENT
Required. This field indicates if the customer requires an acknowledgment of the quotation. Values are Y (yes) and N (no). This field has no effect on system processing.
ORDER DATE
Required. This field is used to identify the date the order is received. If the order date is greater than the current date a warning message will display. The date cannot be changed once the order has been posted.
SALES ANALYSIS NUMBER
Optional. Used to classify quote orders for Sales Analysis purposes.
COMMENTS
Display only. This field is used to indicate if header comments exist or not.
REVIEW/EXPIRATION DATE
Optional. Used to identify the review/expiration date of the sales order. The date must be greater than the order date.
REFERENCE ORDER
Optional. The Reference Order field. Provides a reference to a previous order number.
ACTION CODE
Optional. Enter a valid, two-digit code that corresponds to the window you want to display. Windows are defined on Reference File category 032. The default window (action code DF) contains all fields that can be displayed for that window. Custom windows also use action codes. Those windows contain one or more of the fields included on the default window.
COMMAND KEYS
Enter - Validate entered values and update file.
F4 - Used to list valid values for field prompted.
F10 - Display the Function Select screen for all change transactions or cancel the close for all close transactions.
F11 - Display the recap screen.
F13 - Cancel the current order. Available only for an add transaction.
F15 - Clear all fields that you have just entered in order to enter new data.
|