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: SALES ORDER HEADER :
: Order 024668 00 Co/Whs 001 BEL Type REG Ord Sts OPN :
: Ord-by Store No 09234082340543223 :
: 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 Ack Doc P :
: Ord Date 06/03/94 SA No Comments N :
: Rev/Exp Ref Ord RMA No :
: :
: Action Code :
: F4=Prompt F11=Recap :
: F13=Cancel Order F15=Rekey Data :
: :
:..........................................................................:
This screen displays sales 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 customer order.
COMPANY/WAREHOUSE
Display only. The selling company and warehouse associated with the sales order. This is the company/warehouse combination entered on the Function Select screen.
ORDER TYPE
Display only. Indicates whether the order is a blanket order, a regular customer order, or a standing order.
ORDER STATUS
Display only. The order status of the sales order. Valid values are defined on Reference File category 403.
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.
STORE NUMBER
Optional. This field is used to reference the ship-to customer's store number. This field defaults from the Customer Master File record but can be changed. The maximum value for this field is 17 alphanumeric digits.
BILL-TO CUSTOMER NUMBER
Display only. The customer that will be billed for the order. The open items associated with the order will appear on this customer's account. It was specified on the Function Select screen when the order 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 mailing address. 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 order; the Customer Master will not be changed.
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. It was specified on the Function Select screen when the order was created.
SHIP-TO CUSTOMER NAME
Required. The customer name to be printed on the shipping documents. 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 order; the Customer Master File will not be changed.
SHIP-TO CUSTOMER ADDRESS
Required. This address will be printed on the shipping documents for the order. 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 order; 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/Required. This field is optional unless it has been specified at the customer level as a required field. It is used as a reference to the customer's purchase order number. If a number was entered on the Function Select screen, it will be displayed here.
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. Valid values are defined on Reference File category D36. Accounts Receivable accounts are defined on Reference File category 302.
SALESPERSON CODE 1 AND 2
Salesperson 1 is required; Salesperson 2 is optional. Associates salesperson(s) with the order. The description for this code will be printed on order paperwork. Codes must be defined on Reference File category 315. The values in these fields will default to the salesperson fields for each line. The salesperson for each line can be changed on the order line window. The Sales Analysis module analyzes orders based on the salesperson for each line, rather than for the order 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.
SALES ORDER HOLD CODE
Optional. This field allows for a hold to be placed on a sales order. For a change transaction, you must be authorized to change the hold code. Hold codes are maintained on Reference File category 402. Valid values are:
A - Administrative
C - Past Due Accounts Receivable
D - Over Credit Limit
E - Over Order Limit
F - Future Order
Q - Quote
H - Customer
I - EDI Order
P - EDI Price
RELIEF CODE
Required. Used to identify whether the order will be filled from a manufacturing balance or a distribution balance. Must be one of the following:
M - Manufacturing balance
D - Distribution balance.
For a distribution warehouse, this field must be D. For a manufacturing warehouse, the value defaults from the Warehouse Description File (IC170M). This default can be changed until a sales order line is added After that, this field is no longer maintainable. You must use a relief code D if you want to reserve lots for the order or ship direct.
FILL CODE
Optional. Used to define how to fill the order if an availability problem occurs. Valid values for this field exist on Reference File category 417, but only 0, 1, and 2 have processing behind them. The Fill Code may be left blank. If blank, it is treated as a '0'.
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 might be used when a customer would like the whole order shipped at the same time.
2 - No Backorders Allowed. This fill code causes an order to be released to the warehouse as soon as inventory is 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. This field is used to define the priority that will be given to this order when the Automatic Order Release Program tries to reserve any backordered sales order lines.
SALES ORDER PICKER RELEASE
Required. Used to define when the sales order picker will be generated. Valid values are defined on Reference File category 416. A warning message will be printed if the code is not "hold indefinitely" for standing orders (order type = S) or blanket orders (order type = B). The field must be "hold indefinitely" for these orders, since pickers should not be printed. If picker is not on hold, it will be generated if any inventory for a warehouse ship line is reserved.
SALES ORDER ACKNOWLEDGMENT RELEASE CODE
Required. This field is used to indicate when the sales order acknowledgment for this order will be printed. Sales order acknowledgment release codes are defined on Reference File category G62. The value of this field defaults from the Customer Master File (which defaults from Reference File category 029). Valid values are:
H - Hold indefinitely
I - Immediate release
N - Release at end of the day
SALES ORDER ACKNOWLEDGMENT DOCUMENT FORMAT
Required. This field indicates the format in which the sales order acknowledgment will be generated. Document format codes are defined on Reference File category G61. The default value for this field retrieved from the Customer Address File. Valid values are:
P - Print paper only
E - Electronic transmission only
B - Both paper and electronic format
If the customer is not an EDI customer, the only valid value is P. A value of N is only valid for BOLs.
ORDER DATE
Required. Used to identify the date of order receipt. The order date cannot be greater than the current date, and the date cannot be changed once the order has been posted.
SALES ANALYSIS NUMBER
Optional. Used to classify sales orders for custom reporting. It is not used by the Sales Analysis module.
COMMENTS FLAG
Display only. Must be Y (yes) or N (no). This field is used to indicate if header comments are to be added/changed.
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 NUMBER
Optional. This field provides a reference to a previous order number.
RMA NUMBER
Optional. This is the number that will be used throughout the system for tracking a customer's returned merchandise. If you enter this program via F18-SO Maintenance from the RMA Receipt Control Program (OP215E), the RMA number will default for you. No validation is performed against this field.
BLANKET SCHEDULE FLAG
Required (for blanket orders planning to use a schedule). 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.
FIRST RELEASE
Required (for blanket orders that do not use a schedule). Defines the first release date for a blanket order. The first release date cannot be changed if releases have already been made for the order. The first release date cannot be less than the order date. This field is not relevant for blanket orders that use a shipment schedule.
RELEASE INTERVAL
Required (for blanket orders that do not use a schedule). Defines the number of days between each release of a blanket order. For a new order, this information is entered on the Function Select screen. This field is not relevant for blanket orders that use a schedule.
NUMBER OF RELEASES
Required (for blanket orders that do not use a schedule). This field defines the number of releases for a blanket order. The release quantity is calculated by dividing the order quantity by the number of releases. For a new order, this information is entered on the Function Select screen.
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.
QUOTE ORDER NUMBER
Display only. Indicates the order number for the quote that was converted into this sales order. This field is only displayed for converted quote orders.
COMMAND KEYS
Enter - Validate entered values.
F4 - Used to list valid values for field prompted.
F11 - Used to display the Sales Order Maintenance Recap screen (OP100S05). If no lines have been posted, or if a critical error messages is displayed on the header screen, this command key does not appear and is disabled.
F13 - Used to cancel the order that is currently being displayed (add transactions only).
F15 - Clear all fields that you have just entered in order to enter new data.
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