ACTIVANT TURNS. New Features Guide - Orders. Version 3000

Transcription

1 ACTIVANT TURNS New Features Guide - Orders Version 3000

2 This manual contains reference information about software products from Activant Solutions Inc. The software described in this manual and the manual itself are furnished under the terms and conditions of a license agreement. The software consists of software options that are separately licensed. It is against the law to copy the software on any medium, or to enable any software options, except as specifically permitted under the license agreement. In addition, no part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Activant Solutions Inc. From time to time, Activant makes changes to its software products. Therefore, information in this manual is subject to change, and the illustrations and screens that appear in the manual may differ somewhat from the version of the software provided to you. Created by: Yardley Technical Communication 2006, Activant Solutions Inc. All rights reserved. Activant and the Activant logo are registered trademarks and Activant Prophet 21 is a trademark of Activant Solutions Inc. All other company or product names are the trademarks or registered trademarks of their respective companies. Activant Solutions Inc Southfront Road Livermore, CA Version 3000 Publication Date:

3 TABLE OF CONTENTS Order Entry, Order Maintenance, One Step Invoicing Multi Select Item Search 1 Order Entry, Order Maintenance, Standing Orders, Quotes, Item Price Availability Inquiry Not-On-File Pricing. 4 Order Entry, Shipping Confirmation, One Step Invoicing, Order Maintenance Display Open Order Totals 6 Not-On-File/Prompt for Product Class 10 Display Credit Authorization If Not Secured.. 12 Order Entry, One Step Invoicing Warn If Item is Already on Backorder..13 Order Entry, One Step Invoicing, Order Maintenance Specify Line Number to Use. 14 Order Available Qty Only.. 15 Date Sensitive Pricing 16 Prompt for Ship Complete 19 Order Entry, Order Maintenance Faxing Order Acknowledgments 22 Order Maintenance Secure maintaining printed orders.. 24 Order Printing Comma Search for Order Number.. 25 System Setup Option Order Total/Minimum Margin 26 Item Price Availability Inquiry Vendor Catalog Items.27 Whole Order Units/Shipping Loads.. 28 Invoice Printing Skip printing after specified time. 30 Mass Fax/ Capabilities 31 Confirmed Order Reprinting Comma Search.. 33 Sorting options.33 Print Recommended Quantities.. 33 Quotations Saved Price Quote Listing, Saved Price Quote Purge..34 Deposit Payment Journal Print by Organization..35 Order Drop Ship Report Warehouse Range/List Open Orders by Customer New Program Open Orders by Customer-P/O Xref Remote Order Entry Access. 39

4 Order Inquiry Order Printer defined..40 Bin Activity 41 Remote Order Entry Bill-To Customer Selection 42 Pick Sort Method 44 Open Order By Item Inquiry New Sorting Options.. 45 Backorder Fill Calculation Fill Fractional Order Units. 47 Backorder By Customer Listing Display Purchase Order Information 49 Backorder By Item Listing New Sort and Subtotal Options 50 Backorder By Item/Customer Listing New Report/Backorder Analysis.. 52 Credit/Rebill Historical Items New program to automatically generate credit/rebills.. 54 Standing Orders Superseded Items.. 56 Warehouse Zone Maintenance Print Orders by Zone. 58 Work Orders Generated From Sales Orders Maintain Sales Order Line When Work Order Has Been Generated 61 Automatic OE-PO Requisitions 62 Pull List Processing Totes and Carts/Shelves 63 Pull List Entry/Maintenance Show Orders by Starting Pull List Number..67 Pull List Schedule Maintenance Search Using (;) list and Scroll Using Previous..68 Pull List Listing View Pull Lists by Summary, Detail, or Both 69 Pull List Generation from Schedule Lower and Upper Cutoff Figures for Number of Line Items on Pull List..71

5 Order Entry OO(OE) One Step Invoicing OO(RE) Order Maintenance OO(OM) There is a new option available when entering an order or an invoice or maintaining an order. Users may now use the * Item Search [Multiple Select] option. This new option is displayed in the (O)ption box during order processing, line item entry.! Price Override '!'+item# OQ Copy Discount Override '@'+item# HIST Copy Items From History & Cost Override '&'+item# ^ Edit Line '^'+line# + Taxable Override '+'+item# ^I Insert Blank Line '^I'+line# / Dropship '/'+item# ^D Delete Blank Line '^D'+line# # Customer Item # LIST List Line Items < Backorder '<'+item# LISTC List Item Comments. Customer Sales History,, Item Margin Comparison Search? Item/Price Avail. '?'+item# * Item Search [Multiple Select] : Item Comments ':'+line#, Item Search IM Item Maintenance ; Vendor Catalog Search IQ Item Inquiry CANCEL Cancel Order \ Work Order '\'+line# PRINT Print Transfer ' '+line# BEGIN Begin $ Item Sales Inquiry '$'+item# ST Standing Order CP Copy Sales Order E End This new search method is used just like the, comma search. An "*" is typed in front of the search characters. The difference is that the user may choose to select more than one item from the list. CUST: KK001 OE: Karen King SHIP: ORDER: BROOMFIELD MEDICAL BROOMFIELD MEDICAL ** Order Total: 0.00 ** LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EXT 001 *0337 After executing the item search [multiple select] option, a list of items that meet the search criteria will display. LN ITEM # DESCRIPTION AVAIL AMES MULTISTIX-10 S.G. 100'S GLUCOSTIX SYRUP OF IPECAC TYLENOL

6 When the list of items displays, the up/down arrows can be used to highlight the item you wish to select. Select the item by pressing the RTN key when it is highlighted. You may also select the items by typing the appropriate line number. After selecting the item, the item number description and unit of measure will display. You are prompted to enter the desired order quantity. Once the order quantity is entered, the cursor will stop at the unit of measure. You may select to pick a different valid unit of measure or press RTN to select the default. ITEM: DESC: GLUCOSTIX QTY : 10 U/M : BTL (BTL), (6/CS) The cursor will then return back to the list of items. Items that have been selected will display with a > symbol to the left of the corresponding line number indicating that these lines have been selected thus far. LN ITEM # DESCRIPTION AVAIL AMES MULTISTIX-10 S.G. 100'S > GLUCOSTIX SYRUP OF IPECAC > TYLENOL LN#, (PgUp), (PgDn), (T)op, (B)ottom, (S)earch, (R)eenter Lookup, (E)nd When all of the selections have been completed, the user will (E)nd out of the selection process by entering E and will be prompted to review the line item information. 2

7 REVIEW LINE ITEM INFORMATION? [(Y)ES,(N)O,(L)IST,(I)TEM] Y = Review all fields that are normally entered N = Don't review each item, only stop at required fields L = Don't review each item, only stop at required fields and each full screen I = Just prompt for item number and only stop at required fields If you select (Y) to review all fields that are normally entered, you will be taken through each item selected just as if you manually keyed in the item numbers. If you choose (N) to not review line item information, you will continue through the standard order entry processes. You will be prompted if a price does not exist or if there is not a sufficient quantity available just as you would when entering an item rather than selecting from a search option. If you choose (L) to not review line item information and stop at require fields and each full screen, you will be prompted only if there is not a cost, price, or sufficient quantity. The items will be listed and displayed. This is similar to manually typing the LIST option in order entry to list all items entered. If you select (I) to just prompt for item number and only stop at required fields, the cursor will return to the item number prompt/field. You may either press Enter to accept the item number or you may change the item number. 3

8 Order Entry OO(OE) Order Maintenance OO(OM) Standing Order Entry OO(SOE) Item Price/Availability Inquiry OO(OPQ) Price Quotes OQM(OQ) Saved Price Quotes OQM(OQS) When entering a not-on-file item in the programs listed above, Turns will now search for price records for the not-on-file items. Price records can now be entered for not-on-file items. The price records can be set up by product class, vendor number, or vendor type in Price File Maintenance D(IPM) and in Contract Price Maintenance D2(ICPM). There is a new System Setup ZC(ZSU) Order Entry option that can be set to have the system check for price files for not-on-file items. If there is not a price record for the not-on-file item, a default margin percent, set up in the flag shown below, will be the default for calculating a margin price. ORDER ENTRY Information # CONTROL INFORMATION STATUS CURRENT 97. CHECK PRICE FILES FOR NOF ITEM PRICING... Y DEFAULT MARGIN % (Y) Calculate pricing for Not on File Items by checking for price records set up by item #, product class, vendor, or vendor type in the Price and Contract Price files (N) Do not calculate pricing for Not on File Items Enter the margin percentage used to calculate the default pricing of Not on File items if a price record is not found in the Price or Contract Price files. A Not On File item can be entered in Item Price/Availability Inquiry (OPQ). The program will then prompt for the cost of the Not On File item, the vendor, and the product class. The program will then price the not-on-file item accordingly. 4

9 In the below example, the product class "NS" is set up in IPM with a 50% margin. ITEM PRICE/AVAILABILITY INQUIRY 1.CUSTOMER # 2.BILL-TO # 3.WAREHOUSE # K2 BROOMFIELD WAREHOUSE 4.ITEM NUMBER KJADFJJ *** NOT ON FILE *** 5.UNIT EA 6.DATE MM/DD/YY 7.PRICE CODE 1 8.HIERARCHY O 9.CUST TYPE UNIT COST PRICING METHOD PRODUCT CLASS VENDOR # KK01 ACME SUPPLY PRODUCT CLASS NS NONSTOCK QUANTITY UNIT PRICE DISCOUNT NET PRICE MARGIN% EA ORDER/PRICING COST: Order Entry (OE) will now prompt the user for the product class for Not On File items. This will allow the program to calculate the correct pricing. Below is an example of how the pricing is calculated on an order. The pricing method is shown in bold letters. CUST # KK001 CURRENT ORDER INQ SHIP # C BROOMFIELD MEDICAL S BROOMFIELD MEDICAL ** Order Total: ** LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE DISC. EXT 001 * EA SAW BLADE PRODUCT CLASS COST MRGN % 5

10 Order Entry OO(OE) Shipping Confirmation OO(OC) One Step Invoicing OO(RE) Order Maintenance OO(OM) A new System Setup ZC(ZSU) option has been added that will indicate whether or not customer open order totals should display. If DISPLAY CUSTOMER ORDER TOTALS is set to "Y," then you will receive options to include backorders, credit memos, orders on hold, and/or future orders in this total. ORDER ENTRY Information # CONTROL INFORMATION STATUS CURRENT 101. DISPLAY CUSTOMER ORDER TOTALS IN OE/OC/RE... Y BO Y CM Y HO Y FO Y (Y) Display Customer's open order total gross amount on the OE/OC totals screen (N) Don't display Customer's open order total gross amount (Y) Include Backorders in customer's open order total gross amount (N) Don't include Backorders in customer's open order total gross amount (Y) Include Credit Memos in customer's open order total gross amount (N) Don't include Credit Memos in customer's open order total gross amount (Y) Include On Hold Orders in customer's open order total gross amount (N) Don't include On Hold Orders in customer's open order total gross amount (Y) Include Future Orders in customer's open order total gross amount (N) Don't include Future Orders in customer's open order total gross amount 6

11 CUST: KK002 OE: St. Anthony SHIP: ORDER: ARVADA MEDICAL ARVADA MEDICAL MARGIN: 0.67 COST: TOTAL: TO SHIP BACK ORDERED ORDER TOTAL PREPAY FRT N WEIGHT PREPAY B/O'S N VOLUME BILLED FRT 0.00 UNBILLED FRT 0.00 GROSS DISCOUNT 0.98 (Disc=6.5%) 0.98 TOTAL FRT CASH DISC FREIGHT NON-TAXABLE + SALES TAX MISC = SUBTOTAL PAYMENT PAYMENT + - DEPOSIT 0.00 DEPOSIT 0.00 = NET AMT CUSTOMER'S OPEN ORDER TOTAL GROSS

12 Order Entry, One Step Invoicing, Order Maintenance, and Shipping Confirmation have all been enhanced and now include the option to view a customers open order totals. The option below shows the Order Entry option box. Users can select the options and then "OO" to see open order by customer inquiry. Users may now view this important information much faster and do not need to exit entering, maintaining, confirming or entering an invoice. SHIP: ORDER: Y Amounts are correct - Continue ARVADA MEDICAL N Change Order Total Amounts ** Order Total: ** F Freight Entry ORDER TOTAL PREPAY FRT N LIST List Line Items PREPAY B/O'S N PRINT Print Order 0.00 BILLED FRT 0.00 S Skip Printing UNBILLED FRT 0.00 FAX FAX B Both Fax & Hardcopy 1.38 TOTAL FRT 0.00 U Unusual Order Qty's 0.00 OO Open Order by Customer Inquiry 0.00 NON-TAXABLE CANCEL Cancel Order 0.00 BEGIN Return to Order Header 0.00 HO Hold G Change Order Gross 0.00 PAYMENT + ACKF Fax Order Acknowledgment 0.00 DEPOSIT 0.00 ACKP Print Order Acknowledgment ACKB Fax/Print Order Ack COM Maintain Order Comments

13 When the option "OO" is selected from the option box, a list of all the customer's open orders will display. OPEN ORDERS BY CUSTOMER INQUIRY KK002 - ARVADA MEDICAL ORDER # ORDERED WANTED S HO GROSS SALES BILL FRT UNBILL FRT /06/03 02/06/03 P /25/03 05/30/03 G /26/03 06/26/03 P /26/03 06/26/03 P /26/03 06/26/03 P /26/03 06/26/03 P /21/03 08/21/03 P /30/03 09/30/03 I The open order amount displayed is the total of ordered lines. This amount does not include freight, miscellaneous charges, or sales tax. The open order amount displaying on the order screen includes the current order. NOTE: If you included billed freight as a line item or special charge, the amount will be included in the open order total. 9

14 Order Entry OO(OE) One Step Invoicing OO(RE) Order Maintenance OO(OM) Price Quote Entry OQM(OQ) Saved Price Quotes OQM(OQS) Standing Order Entry OO(SOE) A new option has been added to provide a product class when not-on-file items are entered in an order, a standing order, or a quote. When deciding how to use this, there is a new System Setup (ZSU) flag that will assist with making the entries. TURNS SYSTEM SETUP ORDER ENTRY Information # CONTROL INFORMATION STATUS CURRENT 92. PROMPT FOR PRODUCT CLASS FOR 'NOF' ITEMS? Y VERIFY Y 1STCHARACTER N Do you want the system to prompt the user for a product class for not-on-file items? Y = Prompt for product class when "Not on File" items are entered to an order N = Don't prompt for product class when "Not on File" items are entered If you answer "Y"es, you have the choice of verifying the user s input. If "Y"es is specified, the product class must be entered in Product Class Description Maintenance D2(DMD). If you answer "N"o, the product class can be user-defined. Y = The product classes selected will be verified against the product classes entered through Product Class Description Maintenance (DMD) N = The product classes selected will not be verified The 1st Character prompt will allow control over product classes that can be entered. For instance, if you would like all product classes for not on file items to begin with the letter "N," an "N" would be entered here. If the 1st Character prompt is left blank, any valid product class can be selected. 10

15 In this example, an "N" is entered as the 1st Character field in System Setup (ZSU). When a comma search for product class is performed, only product classes beginning with N appear. CUST # ME001 ORDER SHIP # ORDER # ARVADA HEALTH CENTER ARVADA HEALTH CENTER MARGIN: 0.00 COST: 0.00 TOTAL: 0.00 LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EXT 001 * GAUZE-SPECIAL ORDER 0.00 ENTER PRODUCT CLASS, (,)SEARCH, (E)ND, OR (RTN), LN CLASS DESCRIPTION 1 NS NOT ON FILE ITEMS 2 N1 NOF - SURGICAL 3 N2 NOF - BANDAGES 4 N3 NOF-FOOD In the next example, the 1st Character flag in System Setup (ZSU) is blank. A comma search reveals all available product classes. CUST # ME001 ORDER SHIP # ORDER # ARVADA HEALTH CENTER ARVADA HEALTH CENTER MARGIN: 0.00 COST: 0.00 TOTAL: 0.00 LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EXT 001 * SPECIAL ORDER BANDAGES 0.00 ENTER PRODUCT CLASS, (,)SEARCH, (E)ND, OR (RTN), LN CLASS DESCRIPTION 1 STIX TEST STRIPS - DIAB. 2 S SURGICAL ITEMS 3 2WF1 WELK FULL LINE CDS 4 W2M WEA MIDLINE CD 5 N1 NOF - SURGICAL 6 N2 NOF - BANDAGES 7 N3 NOF-FOOD 11

16 Order Entry OO(OE) Order Maintenance OO(OM) One Step Invoicing OO(RE) A new System Setup ZC(ZSU) option has been added to remove the display of the customer credit authorization box if credit authorization is not secured. ORDER ENTRY Information # CONTROL INFORMATION STATUS CURRENT 95. DISPLAY CREDIT STATUS IF AUTH. NOT SECURED? N (Y) The credit authorization box will always be displayed if the customer is over their credit limit (N) The credit authorization box will only be displayed if the customer is over their credit limit and the credit limit authorization is secured in ZCAT The following is an example of the credit authorization flag in Category Security ZMEN(ZCAT). FULLACCESS System Options 3. SECURE CREDIT AUTHORIZATION N The credit authorization box below will display when credit authorization is secured and the customer is over their credit limit. If credit authorization is not secured, the customer is over their limit, and the ZSU flag above is set to N, the credit authorization box will not display. CUSTOMER NUMBER / NAME: KK001 / BROOMFIELD MEDICAL CREDIT LIMIT - A/R TOTAL - PENDING - OPEN ORDER = AMOUNT OVER A/R TOTAL - FUTURE + PENDING DAYS - PAST DUE = CURRENT ENTER CREDIT AUTH CODE, C(R)EDIT MANAGEMENT, (HO)LD CODE 12

17 Order Entry OO(OE) One Step Invoicing OO(RE) A new option has been added to System Setup ZC(ZSU). Order Entry and One Step Invoicing will now warn you if an entered item is already on a backorder. If an item is already on a backorder for a customer, an option will be given to either continue or not continue with ordering the item. There is a System Setup (ZSU) flag for this enhancement that can be set to "Y"es or "N"o. If you do or do not want these programs to warn that an item is on a backorder. The enhancement will help users assist customers by giving the option to order more or not. This can be helpful when customers are ordering items again because they did not receive them on the original order. ORDER ENTRY Information # CONTROL INFORMATION STATUS CURRENT 98. DISPLAY MESSAGE IF ITEM ALREADY B/O'D... Y (Y) Display message when ordering an item that is already backordered on another order for the customer. (N) Do not display message when ordering an item that is already backordered on another order for the customer. If the flag is set to "Y"es, when a user enters an order and the item is already on a backorder for that customer, the user will receive the following message. CUST # ME001 ORDER SHIP # ORDER # ARVADA HEALTH CENTER LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EXT EA MASK, TRACH ADULT ITEM IS ALREADY BACKORDERED ON ORDER CONTINUE? (Y/N) Because this prompt displays the backorder order number, the user can easily check on the backorder in Order Inquiry (OI). 13

18 Order Entry (OE) Order Maintenance (OM) One Step Invoicing (RE) During order entry, in line item entry, the user may now specify which line number to use. By entering the ^ + line number command, if the line number is not already used, the message, "Line not currently used - use this line? (Y/N)" will display. If the user answers "Y"es, the item will be entered on the line indicated. CUST: KK001 OE: Karen King SHIP: ORDER: BROOMFIELD MEDICAL BROOMFIELD MEDICAL ** Order Total: 0.00 ** LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EXT 001 ^3 LINE NOT CURRENTLY USED - USE THIS LINE? (Y/N) Y CUST: KK001 OM: Karen King SHIP: ORDER: BROOMFIELD MEDICAL BROOMFIELD MEDICAL ** Order Total: ** LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EXT 003 KK BX AMES MULTISTIX-10 S.G. 100'S This can be helpful when users need to control the order line number sequences and/or to place items between other lines. 14

19 Order Entry OO(OE) One Step Invoicing OO(RE) Order Maintenance OO(OM) There is a new prompt that appears when ordering an item with an order quantity that is greater than the quantity available; (A)VAILABLE QTY ONLY. In the example below, the quantity ordered is greater than the quantity available. CUST # ME001 ORDER SHIP # ORDER # ARVADA HEALTH CENTER ARVADA HEALTH CENTER MARGIN: 0.00 COST: 0.00 TOTAL: 0.00 LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EXT 001 CAB EA CABINET - ALUMINUM C COMMITTED C W COMMITTED WAREHOUSES W P WAREHOUSES P/O S P S P/O S SUBSTITUTE S S SUBSTITUTE SUBSTITUTE S B SUBSTITUTE BACKORDER B WO BACKORDER WORKORDER WO T TRANSFER WORKORDER ORDER T A TRANSFER AVAILABLE ORDER QTY ONLY A Y AVAILABLE ORDER? YES QTY ONLY Y N ORDER? NO YES N A NO A Available: EA Available: Substitute: NONE EA Substitute: NONE When selecting (A)VAILABLE QUANTITY ONLY, the order quantity is changed to equal the quantity available as shown below. CUST # ME001 ORDER SHIP # ORDER # ARVADA HEALTH CENTER ARVADA HEALTH CENTER MARGIN: 0.00 COST: 0.00 TOTAL: 0.00 LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EXT 001 CAB EA CABINET - ALUMINUM 15

20 Order Entry OO(OE) Order Maintenance OO(OM) One Step Invoicing OO(RE) There is a new System Setup ZC(ZSU) flag to determine if the date wanted field in Order Entry should be used for finding date sensitive pricing. When selecting to use date wanted for date sensitive pricing, the system will look at Price File Maintenance D(IPM) records, Contract Price Maintenance D2(ICPM). Cost and Price roll-ups are not used. This new flag will impact pricing when entering an order in Order Entry and when changing the date wanted field. Date sensitive pricing will also come up on an order when changing the date wanted field in Order Maintenance and One Step Invoicing. This can be used to make sure that customers receive the appropriate price when placing orders with a desired date wanted that does not match the current day s date. TURNS SYSTEM SETUP ORDER ENTRY Information # CONTROL INFORMATION STATUS CURRENT 102. USE ORDER DATE WANTED FOR PRICING... Y Y = Use order date wanted to determine item pricing in Order Entry N = Use terminal date to determine item pricing in Order Entry Below is an example of a price record that is date sensitive: PRICE FILE MAINTENANCE CUST/BILL # KK001 BROOMFIELD MEDICAL WAREHOUSE # ITEM NUMBER KK456 AMES MULTISTIX-10 S.G. SEQUENCE 1 MEMO4 1. PRICE, MARGIN, MARKUP OR DISCOUNT P PRICE 2. QUANTITY OR EXTENSION Q QUANTITY 3.PRICE EA QUANTITY EA PRICE EA QUANTITY EA PRICE EA QUANTITY EA PRICE EA QUANTITY EA PRICE EA QUANTITY EA PRICE EA QUANTITY EA 4. START DATE 03/01/04 END DATE 02/28/05 16

21 The example below shows an order with the date wanted that is outside of the range of the date sensitive price record shown above. CUST # KK001 ORDER SHIP # ORDER # C BROOMFIELD MEDICAL S BROOMFIELD MEDICAL U N. STREET H N. STREET S I T DENVER CO P DENVER CO ATTN JANE ATTN JANE 1.SLS ID 1 KK % 100 KING PHONE SLS ID 2 % 0 SLS ID 3 % 0 SLS ID 4 % 0 2.DATE ORD'D 02/24/04 11.DATE WANTED 02/25/04 3.TAX CODE CA 8.000% 12.TERMS CODE T1 1.5% 10 DAYS 4.SHIP VIA FED EX 13.F.O.B. 5.PRICE CODE 1 14.SOURCE CODE 6.WAREHOUSE # K2 15.ENTERED BY Karen King 7.TRAN TYPE DI 16.ORGANIZATION ME MEDICAL 8.CUST. P/O # STANDING ORD# 9.CREDIT CARD E/D A/C 10.BILL-TO # KKZ1 17.CUST TYPE HY The price on the line below is not the price by order date wanted, it does not match the date sensitive price record shown above. CUST: KK001 OE: Karen King SHIP: ORDER: BROOMFIELD MEDICAL BROOMFIELD MEDICAL ** Order Total: ** LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EXT 001 KK EA AMES MULTISTIX-10 S.G. 100'S 17

22 The example below shows an order with the date wanted that is within the range of the date sensitive price record shown above. CUST # KK001 ORDER SHIP # ORDER # C BROOMFIELD MEDICAL S BROOMFIELD MEDICAL U N. STREET H N. STREET S I T DENVER CO P DENVER CO ATTN JANE ATTN JANE 1.SLS ID 1 KK % 100 KING PHONE SLS ID 2 % 0 SLS ID 3 % 0 SLS ID 4 % 0 2.DATE ORD'D 02/24/04 11.DATE WANTED 03/05/04 3.TAX CODE CA 8.000% 12.TERMS CODE T1 1.5% 10 DAYS 4.SHIP VIA FED EX 13.F.O.B. 5.PRICE CODE 1 14.SOURCE CODE 6.WAREHOUSE # K2 15.ENTERED BY Karen King 7.TRAN TYPE DI 16.ORGANIZATION ME MEDICAL 8.CUST. P/O # STANDING ORD# 9.CREDIT CARD E/D A/C 10.BILL-TO # KKZ1 17.CUST TYPE HY The price on the line below is the price by order date wanted, which does match the date sensitive price record shown above. CUST: KK001 OE: Karen King SHIP: ORDER: BROOMFIELD MEDICAL BROOMFIELD MEDICAL ** Order Total: ** LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EXT 001 KK EA AMES MULTISTIX-10 S.G. 100'S 18

23 Order Entry OO(OE) Order Maintenance OO(OM) Shipping Confirmation OO(OC) A System Setup ZC(ZSU) Order Entry option has been added, PROMPT FOR SHIP COMPLETE IF B/O D ITEMS Y/N. When this flag is answered with a (Y)es, users will be prompted when finishing an order to Ship Complete Y/N? if there is an item on the order that is being backordered. If that prompt is answered with a (Y)es, the order will not print automatically if your system is set up to print orders automatically. The order will also not print via Order Printing OO(OP) as it has been flagged to be held until it can be shipped complete. This prompt will only display if an item on the order has been backordered. This new option is beneficial when customers want their entire order to arrive complete, in one shipment. TURNS SYSTEM SETUP ORDER ENTRY Information # CONTROL INFORMATION STATUS CURRENT 99. PROMPT FOR SHIP COMPLETE IF B/O'D ITEMS.. Y (Y) If there are any backordered items on the order the user will be prompted whether the order must be shipped complete (N) If there are any backordered items on the order the user will not be prompted whether the order must be shipped complete 19

24 The following is an example of what will appear during the order entry process and when maintaining an order. This prompt does not appear in One Step Invoicing OO(RE) as items entered in One Step Invoicing are considered shipped. CUST: KK001 OE: Jane Doe SHIP: ORDER: BROOMFIELD MEDICAL BROOMFIELD MEDICAL MARGIN: COST: TOTAL: TO SHIP BACK ORDERED ORDER TOT PREPAY FRT N WEIGHT PREPAY B/O'S N VOLUME BILLED FRT UNBILLED FRT GROSS DISCOUNT 0.00 (Disc=2.5%) 0.00 TOTAL FRT - CASH DISC FREIGHT TAXABLE + SALES TAX MISC = SUBTOTAL PAYMENT PAYMENT + - DEPOSIT DEPOSIT = NET AMT CUSTOMER'S OPEN ORDER TOTAL GROSS 48, SHIP COMPLETE? (Y/N) Y 20

25 Once this order has been flagged to ship complete, if it is selected during Shipping Confirmation the user will be prompted: ORDER MUST BE SHIPPED COMPLETE - CONFIRM ANYWAY? (Y/N) N CUST # CONFIRMATION SHIP # ORDER # C S U H S I T P ATTN ATTN 1.SLS ID 1 % SLS ID 2 % SLS ID 3 % SLS ID 4 % 2.DATE ORD'D 11.DATE SHIPPED 3.TAX CODE 12.TERMS CODE 4.SHIP VIA 13.F.O.B. 5.PRICE CODE 14.SOURCE CODE 6.WAREHOUSE # 15.ENTERED BY TRAN TYPE DI 16.ORGANIZATION 8.CUST. P/O # STANDING ORD# 9.CREDIT CARD E/D A/C 10.BILL-TO # 17.CUST TYPE ORDER MUST BE SHIPPED COMPLETE CONFIRM ANYWAY? (Y/N) This prompt serves as a warning that the order will be held from printing, the user might have keyed in the wrong order number. If this prompt is answered with an "N," the order will not be confirmed. The user will continue and will be prompted for the next order to confirm. However, if the order was actually filled completely, the user can answer "Y" to override the recommended fill quantity and confirm the product/order as being shipped. Once the backordered item can be filled through the backorder fill process, the entire order will print. If this order can only be partially filled, the ticket will not print regardless of how the prompts are answered during the backorder calculation. 21

26 Order Entry OO(OE) Order Maintenance OO(OM) The ability to fax and/or print order acknowledgments has been added. There are three options that will now display on the total screen, ACKP (print acknowledgment), ACKF (fax acknowledgment) and ACKB (fax and print acknowledgment). CUST: KK001 OE: Karen King SHIP: ORDER: BROOMFIELD MEDICAL BROOMFIELD MEDICAL ** Order Total: ** TO SHIP BACK ORDERED ORDER TOTAL PREPAY FRT N WEIGHT PREPAY B/O'S N VOLUME BILLED FRT 0.00 UNBILLED FRT 0.00 GROSS DISCOUNT (Disc=2.5%) TOTAL FRT CASH DISC FREIGHT TAXABLE + SALES TAX MISC = SUBTOTAL PAYMENT PAYMENT + - DEPOSIT 0.00 DEPOSIT 0.00 = NET AMT CUSTOMER'S OPEN ORDER TOTAL GROSS 46, ENTER (Y)ES-AMOUNTS ARE CORRECT, (N)O-AMOUNTS ARE INCORRECT, (O)PTIONS, (ACKP), (ACKF), (ACKB) When selecting ACKP, to print the acknowledgment, the user will be prompted for a printer number. Once the printer number is specified, the user will return to the total screen. When selecting ACKF, to fax the acknowledgment, the user will be taken to the fax interface screen. From there, the acknowledgment is faxed. Once that is complete the cursor is taken back to the order total screen. When selecting ACKB to fax and print the acknowledgment, the user will be prompted for a printer number and then taken to the fax interface screen. From there, the acknowledgment is faxed and the cursor will then return to the total screen. NOTE: Acknowledgments do not use a default printer. If a default printer is desired, Field Parameter Security (a.k.a. FPAM) can be used to create a default. 22

27 CUST: KK001 OE: Karen King SHIP: ORDER: BROOMFIELD MEDICAL BROOMFIELD MEDICAL ** Order Total: ** TO SHIP BACK ORDERED ORDER TOTAL PREPAY FRT N WEIGHT PREPAY B/O'S N VOLUME BILLED FRT 0.00 UNBILLED FRT 0.00 GROSS DISCOUNT (Disc=2.5%) TOTAL FRT CASH DISC FREIGHT TAXABLE + SALES TAX MISC = SUBTOTAL PAYMENT PAYMENT + - DEPOSIT 0.00 DEPOSIT 0.00 = NET AMT CUSTOMER'S OPEN ORDER TOTAL GROSS 46, SENT PRINTOUT TO PRINTER #, (E)MAIL, OR (RTN) FROM: Amy Weller Sales 3000 FAX INTERFACE ARVADA HEALTH CENTER ATTN : MARY SMITH FAX #: 303/ TIME : HEADER SHEET COMMENTS? SEARCH PHONE BOOK? (Y/N/E/ALL) N 23

28 Order Maintenance OO(OM) Password Required to Maintain Printed Orders A new System Setup ZC(ZSU)FULLACCESS flag has been added to determine whether an authorization code will be required to maintain an order with the status of "PRINTED." The new flag is in FULLACCESS. This flag has also been added to Category Maintenance (ZCAT), which allows you to determine whether authorization is required for a group of users. This can be beneficial when you need to secure order maintenance because users are not aware of the ramifications of maintaining a printed order, such as knowing if the order should be reprinted or not. When the following flag is set to "Y," a printed order can only be maintained if a password is entered. The password that is required is from the OM Code List, CODES(OMCODE). FULLACCESS System Options 3. SECURE MAINTENANCE OF PRINTED ORDERS.. Y (Y) Require Authorization Code to Maintain Printed Orders (N) Do not require Authorization Code to Maintain Printed Orders The example below shows the prompt that users will receive when attempting to maintain a printed order. If the order has not printed, it may be maintained without a password. CUST # KK001 MAINTENANCE SHIP # ORDER # C BROOMFIELD MEDICAL S BROOMFIELD MEDICAL U N. STREET H WADSWORTH S I T DENVER CO P BROOMFIELD MI ATTN JANE ATTN JANE PICK TICKET PRINTED 1.SLS ID 1 KK % 100 KING PHONE SLS ID 2 % 0 SLS ID 3 % 0 SLS ID 4 % 0 2.DATE ORD'D 09/12/03 11.DATE WANTED 09/12/03 3.TAX CODE CA 8.000% 12.TERMS CODE T1 1.5% 10 DAYS, NET 30 4.SHIP VIA FED EX 13.F.O.B. 5.PRICE CODE 1 14.SOURCE CODE * NOT ON FILE * 6.WAREHOUSE # K2 15.ENTERED BY Karen King TRAN TYPE DI 16.ORGANIZATION ME 8.CUST. P/O # STANDING ORD# SMTWTFS 9.CREDIT CARD E/D A/C NO SCHD 10.BILL-TO # KK CUST TYPE KK1 PRINTED ORDER - ENTER PASSWORD OR (RTN) TO END ( 2 ) 24

29 Order Printing / Comma Search Feature The comma search feature has been added to Order Printing OO(OP). This option is available when using the (L)ist option for order numbers. ORDER PRINTING ENTER WHSE#, (ALL), OR (E)ND K2 PRINT TO (S)CREEN, (P)RINTER, (F)AX, OR (B)OTH FAX & HARDCOPY? P PRINT (R)ANGE OR (L)IST OF ORDERS? L ORDER NUMBER, (,)SEARCH, OR (RTN) Only orders that have not yet been confirmed may be selected to print using this feature. The following is an example of the display when using the comma search feature. LN ORDER # CUSTOMER CUSTOMER NAME PURCHASE ORDER ORD DATE KK001 BROOMFIELD MEDICAL 10/23/ KK001 BROOMFIELD MEDICAL 10/23/ KK001 BROOMFIELD MEDICAL 06/26/ KK001 BROOMFIELD MEDICAL JFF987 06/26/ KK001 BROOMFIELD MEDICAL 06/26/03 25

30 System Setup Options ZC(ZSU) Minimum Margin For Reports A new option has been added to provide a warning in Order Entry (OE) when an order total does not meet a minimum margin percent. This warning is similar to the warning received when line items fall below the acceptable margin but it is for the entire order total. This option has been added to flag 7 in Order Entry Information. ORDER ENTRY Information # CONTROL INFORMATION STATUS CURRENT 7. MINIMUM MARGIN PERCENT FOR REPORTS TOTAL ORDER If the total order margin % is less than this percentage after an order is entered, then a warning is displayed. Enter zero to bypass this warning. CUST: KK001 OE: Karen King SHIP: ORDER: BROOMFIELD MEDICAL BROOMFIELD MEDICAL ** Order Total: ** TO SHIP BACK ORDERED ORDER TOTAL PREPAY FRT N WEIGHT PREPAY B/O'S N VOLUME BILLED FRT 0.00 UNBILLED FRT 0.00 GROSS DISCOUNT TOTAL FRT CASH DISC FREIGHT TAXABLE + SALES TAX MISC = SUBTOTAL PAYMENT PAYMENT + - DEPOSIT 0.00 DEPOSIT 0.00 = NET AMT THE ORDER MARGIN IS BELOW THE MINIMUM ORDER MARGIN (RTN) 26

31 Item Price/Availability Inquiry OO(OPQ) Vendor catalog items may now be selected in Item Price/Availability Inquiry! This will allow users to see if the desired item exists in the vendor catalog, and also retrieve useful information that has been imported into the vendor catalog. Use the ";" search to access vendor catalog items. ITEM PRICE/AVAILABILITY INQUIRY 1.CUSTOMER # KK001 BROOMFIELD MEDICAL Credit Status S 2.BILL-TO # CUSTOMER CREDIT STATUS: S 3.WAREHOUSE # K2 BROOMFIELD WAREHOUSE 4.ITEM NUMBER ; 5.UNIT 6.DATE 12/19/03 7.PRICE CODE 1 8.HIERARCHY O 9.CUST TYPE KK1 ENTER Item #, (N)ext, Pre(V)ious, (,)Search, (;)Vendor Catalog Search, (,,)Item Margin Comparison Search, (E)nd, (RTN) ITEM PRICE/AVAILABILITY INQUIRY 1.CUSTOMER # KK001 BROOMFIELD MEDICAL Credit Status S 2.BILL-TO # CUSTOMER CREDIT STATUS: S 3.WAREHOUSE # K2 BROOMFIELD WAREHOUSE 4.ITEM NUMBER ; 5.UNIT 6.DATE 12/19/03 7.PRICE CODE 1 8.HIERARCHY O 9.CUST TYPE KK1 LN VEND# VENDOR NAME VENDOR ITEM # VENDOR ITEM DESCRIPTION == ===== ================ =================== ============================= 1 AB010 ABCO April Fresh Be Fresh Mouthwash 2 AB010 ABCO April Fresh Be Fresh Mouthwash 3 AB010 ABCO April Fresh Icy Mint Mouthwash 4 AB010 ABCO April Fresh Icy Mint Mouthwash 27

32 Warehouse Maintenance D(WHM) Whole Order Units Shipping Loads New fields have been added to allow the use of "whole order units." The whole order unit of measure is set up in Warehouse Maintenance. Any item that has this unit will trigger a warning message in Order Entry (OE) if the item is not ordered in this unit. There are also new fields to allow items to be ordered in full shipping/truckloads. WAREHOUSE # K2 WAREHOUSE MAINTENANCE 1.NAME BROOMFIELD WAREHOUSE 2.ADDRESS WADSWORTH 3.ADDRESS 2 4.CITY BROOMFIELD STATE CO ZIP ATTENTION RECEIVING 6.ASSIGN HIERARCHY R SELECT METHOD F PRINT BIN/LOT AVAIL.? Y RECEIPT HIER. PRS 7.PRICE CODE 8.ORGANIZATION ME MEDICAL ORGANIZATION 9.DEFAULT PRINTER FOR W/O'S ON DEMAND LABEL PTR IN TRANSIT WHS I1 10.DISPLAY COMMENTS? [Y/N] N 11.DEFAULT PRINTER FOR PRINTING SALES ORDERS ON DEMAND 12.ALTERNATE LOCATION MEMO FIELD# [1-3] 13.WHOLE ORDER UNIT BX REQUIRED Y FULL LOAD QTY BX 14.ORDER SIZE REQ: PARTIAL LOAD QTY LOAD RANGE FROM 0.50 TO TELEPHONE FAX 16.PRINT/FAX CANCELLATION NOTICES (P/F/N) P PRINTER 9 17.PRINT/FAX W/O SHIPMENT NOTICES (P/F/N) F FAX Enter the whole order unit value in field 13. In the example above "BX" is used. All items that have this unit, must be ordered in quantities that match a whole quantity of this unit if REQUIRED = Y. If REQUIRED is set to N, it is not required to order in this unit and a warning will not be received when ordering less than the unit specified. This field is also used to calculate the number of 'shipping loads' for an order. In the "FULL LOAD QUANTITY" field enter the quantity of "BX" that equals one full shipping load. This is also used to calculate the number of shipping loads for an order. If you wish to utilize the full shipping load option, enter the quantity of BX's in the "PARTIAL LOAD QTY" field. Orders whose entire size does not contain a whole number of partial loads will generate a warning during Order Entry. If you do not want a warning for partial loads, enter zero to bypass the warning. 28

33 In the Load range, the minimum and maximum number of loads is entered. In the example above,.50 would be 250 BXs. Orders whose entire size is less than this number of shipping loads will generate a warning during Order Entry. Enter zero to bypass this warning. Orders whose entire size is more than the maximum of shipping loads will also generate a warning. Below is an example of an order when an item is ordered and it does not meet the whole order unit requirement, field 13 above. CUST: KK001 OE: Karen King SHIP: ORDER: BROOMFIELD MEDICAL BROOMFIELD MEDICAL ** Order Total: 0.00 ** LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EXT 001 KK EA AMES MULTISTIX-10 S.G. 100'S QTY IS NOT WHOLE ORDER UNIT. 10 EA = BX (RTN) Below is an example of the warning when the total order does not meet the minimum load requirement. This warning is received at the total screen. Several items can be combined to equal a minimum load. CUST: KK001 OE: Karen King SHIP: ORDER: BROOMFIELD MEDICAL BROOMFIELD MEDICAL ** Order Total: ** TO SHIP BACK ORDERED ORDER TOTAL PREPAY FRT N WEIGHT PREPAY B/O'S N VOLUME BILLED FRT 0.00 UNBILLED FRT 0.00 GROSS DISCOUNT TOTAL FRT CASH DISC FREIGHT TAXABLE + SALES TAX MISC = SUBTOTAL PAYMENT PAYMENT + - DEPOSIT 0.00 DEPOSIT 0.00 = NET AMT ORDER SIZE OF 0.20 LOADS IS LESS THAN WHSE MINIMUM OF 0.50 (RTN) 29

34 Invoice Printing OO(RP) A new prompt has been added. Invoices that have been confirmed after a specified time, may be skipped from printing. This can be beneficial during end of day or month end processing by not printing invoices for confirmed orders that should not be part of that day s or month s business. INVOICE PRINTING ENTER WHSE#, (L)IST, (ALL), OR (E)ND K2 PRINT TO (S)CREEN, (P)RINTER, (F)AX, OR (B)OTH FAX & HARDCOPY? P INVOICE DATE? 08/22/03 SELECT BY (S)OLD-TO OR (B)ILL-TO S PRINT (R)ANGE OR (L)IST OF SOLD-TO'S? R STARTING ENDING PRINT (R)ANGE OR (L)IST OF INVOICES? R STARTING ENDING SKIP IF SHIPPED AFTER [MM/DD/YY] MM/DD/YY SKIP IF SHIPPED AFTER [HH:MM] 08:15 ENTER SORT TYPE (I/#/N/S/Z) I NEW INVOICES ONLY? (Y/N/E) Y PRINT TOTALS ONLY? (Y/N/E) N PRINT ZERO TOTAL INVOICES? (Y/N/E) Y ENTER INVOICE MESSAGE: 30

35 Invoice Printing via Fax or Invoices can now be faxed or ed to a range or list of customers or bill-to's from Invoice Printing (RP). This is controlled by a field in Customer Maintenance D(CM) or Customer Bill-to Maintenance D(CBM). The FAX INVOICE field in CM and CBM has been changed to display as: PRINT/FAX/ P = Print Invoices (default) F = Fax Invoices f = Fax Invoices and Print Hardcopy E = Invoices e = Invoices and Print Hardcopy Fields have been added to the TURNS phone book, to define the type of to be sent. WORK TYPE HOME TYPE I = In-Line (default) T = Attached Text File H = Attached HTML File h = In-Line HTML i = In-Line Text then HTML 31

36 In Invoice Printing, the print prompt has been changed FROM: TO: PRINT TO (S)CREEN, (P)RINTER, (F)AX, OR (B)OTH FAX & HARDCOPY? PRINT INVOICES TO PRINTER #, (S)CREEN, OR (RTN) (enter printer number for any invoices set in CM or CBM to print or those that are unable to fax/ ) SEND INVOICES BASED ON CM/CBM (M)ETHOD OR (P)RINT M PRINTER FOR HARDCOPIES AND FAX/ REPORT If the customer or bill-to is set up to send invoices by fax or , the program will look for the fax number or address in the customer or bill-to's main Accounts Receivable Phone Book record. If a fax number or address is found, the program will write in the Invoice Fax/ Report which fax number or address the invoice was sent to. If not found or invalid, the program will print the invoice to the designated printer and write in the report that the fax number or address was not found. This enhancement is also available when printing an invoice from One Step Invoicing OO(RE), Order Maintenance OO(OM), or Shipping Confirmation OO(OC). If the PRINT option is used from the totals screen, the program will prompt: PRINT INVOICES TO PRINTER #, (S)CREEN, OR (RTN) (P)RINT, (F)AX, (f)ax/hardcopy, (E)MAIL, OR (e)mail/hardcopy PRINTER FOR HARDCOPIES AND FAX/ REPORT A/R Inquiry W1(RA), A/R History Inquiry W1(RAH), and Order Inquiry OO(OI) Summary mode have also been enhanced. The invoice print prompt has been changed FROM: (D)ISPLAY OR (A)DD TO FAX LIST TO: (D)ISPLAY OR (A)DD TO FAX/ LIST The fax invoice prompt has been changed FROM: (F)AX SELECTED INVOICES OR (ERASE) TO: (F)AX, (E)MAIL, OR (ERASE) SELECTED INVOICES 32

37 Confirmed Order Reprinting O(OPR) Several new options have been added to this program! A comma search is available when selecting a list of orders. When reprinting a confirmed order, lines on the order can now be sorted by line number, bin location, alternate location or sort according to the setup in Customer Maintenance D(CM). There is also a new option that the user can select to print recommended fill quantities or the actual quantity shipped/backordered. REPRINT CONFIRMED ORDERS ENTER WHSE#, (ALL), OR (E)ND K2 PRINT TO (S)CREEN, (P)RINTER, (F)AX, OR (B)OTH FAX & HARDCOPY? P PRINT (R)ANGE OR (L)IST OF ORDERS? L ORDER NUMBER, (,)SEARCH, OR (RTN) ITEM LISTING SORT C Enter (L)ine Number (B)in Location (A)lt Location (C)ustomer Defined Sort PRINT (A)CTUAL OR (R)ECOMMENDED FILL 33

38 Saved Price Quote Listing OQM(OQL) Saved Price Quote Purge OQM(OQP) New prompts have been added to the Saved Price Quote Listing and the Saved Price Quote Purge. Both the listing and purge can be executed by quote range or list, customer range or list, and warehouse range or list. This gives the user more options for narrowing down what they wish to print on the listing and/or purge. SAVED PRICE QUOTE LIST QUOTE # (R)ANGE OR (L)IST R CUSTOMER (R)ANGE OR (L)IST R WAREHOUSE (R)ANGE OR (L)IST R PRINT TO SCREEN FOR INQUIRY? No ARE THE ABOVE CHOICES CORRECT? (Y/N/E) Y SAVED ORDER QUOTE PURGE QUOTE # (R)ANGE OR (L)IST R CUSTOMER (R)ANGE OR (L)IST R WAREHOUSE (R)ANGE OR (L)IST R PURGE BY (D)ATE SAVED OR E(X)PIRATION DATE X PURGE THROUGH EXPIRATION DATE 12/31/02 PRINT TO SCREEN FOR INQUIRY? No ARE THE ABOVE CHOICES CORRECT? (Y/N/E) Y 34

39 Deposit Payment Journal O(ODPJ) The ability to print this report to a specified printer by organization has been added! This will allow each organization to see their own portion of the journal and to use the journal to balance with their deposits and payments. The prompt, "PRINT TO ORGANIZATION PRINTERS" must first be answered with a "Y." When the prompt "ARE THE ABOVE CHOICES CORRECT" displays, answering with an "S" will allow users to select the printer(s) to send the report to for each individual organization. Lastly, users will then be prompted for an organization code and a printer number. DEPOSIT/PAYMENT JOURNAL DEPOSIT LISTING NUMBER RANGE: STARTING 2357 ENDING 2440 PRINT TO SCREEN FOR INQUIRY? No PRINT TO ORGANIZATION PRINTERS? (Y/N) Y ARE THE ABOVE CHOICES CORRECT? (Y/N/E/S) S S = Maintain Report Selection Criteria ORGANIZATION PRINTER # RK ME 3 The appearance of the journal has not changed. The journal will be divided into each organization and will print at the specified printers. 35

40 The examples below show one journal in two segments, each of which printed at the specified organization printer. D E P O S I T / P A Y M E N T J O U R N A L JOURNAL 117 DATE 02/28/04 FEBRUARY 28, 2004 DEPOSIT DESCRIPTION AMOUNT ORG G/L ACCOUNT NUMBER LISTING ============================================================================== ORGANIZATION 01 CASH W/ORDER DEPOSIT ACCRUAL PAYMENT SUSPENSE REFUND PAYABLE REFUND PAYABLE REFUND PAYABLE D E P O S I T / P A Y M E N T J O U R N A L JOURNAL 117 DATE 02/28/04 FEBRUARY 28, 2004 DEPOSIT DESCRIPTION AMOUNT ORG G/L ACCOUNT NUMBER LISTING ============================================================================== ORGANIZATION ME CASH W/ORDER ME DEPOSIT ACCRUAL ME PAYMENT SUSPENSE ME REFUND PAYABLE 0.00 ME MERC.CARD W/ORDER 0.00 ME MERC.CARD W/ORDER 0.00 ME

41 Order Drop Ship Report O1(OD) The Order Drop Ship Report has been enhanced to allow users to enter a warehouse range or list. This will allow the report to be generated for the specified warehouses that need the information. Prior to this enhancement, warehouse selection was not an option. The report has also been enhanced to show purchase order information. ORDER ENTRY DROP SHIP REPORT WAREHOUSE (R)ANGE OR (L)IST L PRINT TO SCREEN FOR INQUIRY? No ARE THE ABOVE CHOICES CORRECT? (Y/N/E) Y Purchase order information will display on the report once the purchase request has been updated and a purchase order has been created. sales3000 SYSTEM DATE: PM DATE D R O P S H I P ORDER ORDERED O R D E R NUMBER (INQUIRY) 08/12/ STATUS : CONFIRMED WAREHOUSE : M1 ORG : ME SOLD TO: ME001 SHIP TO: ARVADA HEALTH ARVADA HEALTH 123 MAIN STREET 123 MAIN STREET ARVADA CO ARVADA CO ATTN: MARY SMITH ATTN: MARY SMITH LN# BL# LOC ITEM # DESC UNIT ORDERED SHIPPED B/ORD PRICE EXTENSION TAXABLE ====================================================================================== 001 DROPSHIP AMES MULTISTIX EA N VENDOR: 0114 BAXTER CORPORATION P/O: LINE: 001 DATE DUE: 09/22/03 37

42 Open Orders By Customer Inquiry W3(OOC) A new program has been added to display open orders by customer in ascending order number. OPEN ORDERS BY CUSTOMER INQUIRY ORDER # ORDERED WANTED S HO GROSS SALES BILL FRT UNBILL FRT ENTER CUSTOMER #, (,)SEARCH, OR (RTN) OPEN ORDERS BY CUSTOMER INQUIRY BOULDER CTY EMERGENCY CTR ORDER # ORDERED WANTED S HO GROSS SALES BILL FRT UNBILL FRT /09/04 10/09/04 R /10/04 10/10/04 P /13/04 10/23/04 P /15/04 10/15/04 P /22/04 10/22/04 P /23/04 10/23/04 P /24/04 10/24/04 P /31/04 10/31/04 P /07/04 11/07/04 P /09/04 12/09/04 P /20/04 12/20/04 R (PgUP), (PgDn), (T)op, (B)ottom, (S)earch, (P)rint, (C)hange_Criteria, (E)xit 38

43 Open Orders by Customer-P/O Xref O1(OCP) Remote Order Entry logins can now use this program to list open orders. If a login is set up as a remote order entry user, it will not have the (R)ange option when executing this report. The only option will be to enter a (L)ist and select the customer number or the appropriate customer numbers based on the customer type or bill-to record that is entered in User ID Maintenance ZMEN(ZUM) for the login. The example below shows how a login that is set up as a remote user is limited to selecting Customer (L)ist only. The range option is not available. The option to do a, search will be available and will only show the appropriate records for the remote user login. OPEN ORDERS BY CUSTOMER-P/O XREF WAREHOUSE# OR (ALL) ALL CUSTOMER (L)IST L PRINT TO SCREEN FOR INQUIRY? Yes SORT BY 1 (CUSTOMER NUMBER) 1. Customer Number 2. Other Customer Sort 3. Salesrep ID 4. Date Wanted 5. Order Date 6. Entered By INCLUDE ITEM COMMENTS? (Y/N) Y The appearance of the report has not changed, only the selection criteria. 39