Order Processing Reference Manual Prophet 21 FASPAC 5.0

Transcription

1 Order Processing Reference Manual Prophet 21 FASPAC 5.0

2 Table of Contents INTRODUCTION 7 Customer Quotes 7 Customer Orders 8 Pick Lists 8 Reports 9 Before You Begin 9 ORDER ACKNOWLEDGMENT PRINT (OP/ACK) 10 Print Using DOD Settings 10 Heading Addresses 10 Form Choices, Printer Assignments 10 Optional Output Types 10 Print Selections 11 Customer Part Numbers 11 Pricing 11 Identification of Originals, Copies, and Duplicates 11 Entry/Inquiry Screen 12 Print Without Using DOD Settings 17 Entry/Inquiry Screen 17 Sample Order Acknowledgment 19 ORDER NOTE LINE MAINTENANCE (OP/ONLM) 20 Entry/Inquiry Screen 20 ORDER INQUIRY (OP/OI) 22 Entry/Inquiry Screen One 22 Entry/Inquiry Screen Two 23 ORDER PROCESSING PICK LISTS (OP/OPL) 25 Pick List Print (OP/OPL/PLP) 25 Entry/Inquiry Screen 26 Sample Pick List 29 Pick List and Backorders (OP/OPL/PLB) 30 Entry/Inquiry Screen 30

3 Pick List Register (OP/OPL/PLR) 32 Entry/Inquiry Screen 32 Sample Pick List Register 34 Packing List Summary (OP/OPL/PLS) 35 Entry/Inquiry Screen 35 Sample Summary Packing List 38 Packed List Print (OPL/PALP) 39 Entry/Inquiry Screen 39 Sample Packing List 41 ORDER PROCESSING SHIPPING (OP/SHP) 42 Shipping Confirmation (OP/SHP/SC) 42 Entry/Inquiry Screen One 43 Line Item Entry/Inquiry Screen 45 Additional Charges Entry/Inquiry Screen 47 Scanned Shipping Confirmation and Verification (OP/SHP/SSCV) 50 Hardware Requirements 50 Set-Up Requirements 50 Entry/Inquiry Screen 51 Standard Bill of Lading Print (OP/SHP/SBLP) 52 Entry/Inquiry Screen 52 Certificate of Conformance (OP/SHP/CC) 54 Entry/Inquiry Screen 54 Sample Certificate of Conformance 55 Certificate of Conformance/Compliance (OP/SHP/CCC) 56 Text Messages 56 Entry/Inquiry Screen One 57 Conformance Entry/Inquiry Screen Two 58 Compliance Entry/Inquiry Screen Two 59 Sample Certificate of Compliance 60 ORDER PROCESSING REPORTS (OP/OPR) 61 Booked Information Report (OP/OPR/OBI) 61 Entry/Inquiry Screen 62 Sample Report 63 Open Items By Date Wanted (OP/OPR/OID) 64 Entry/Inquiry Screen 64 Sample Report 67

4 Open Order Listing (OP/OPR/OOL) 68 Entry/Inquiry Screen 68 Sample Report 71 Orders to be Released Report (OP/OPR/OTBR) 72 Entry/Inquiry Screen 72 Sample Report 73 On Time Performance Report (OP/OPR/OTR) 75 Entry/Inquiry Screen One 75 By Salesman Entry/Inquiry Screen 76 By Customer Entry/Inquiry Screen 77 Sample Report 79 Sales Orders By Date Wanted (OP/OPR/SOD) 80 Entry/Inquiry Screen 80 Sample Report 82 Shipped Orders to Be Invoiced (OP/OPR/SOI) 83 Entry/Inquiry Screen 83 Sample Report 86 Sales Order Listing (OP/OPR/SOL) 87 Entry/Inquiry Screen 87 Sample Report 91 Stock Listing (OP/OPR/STK) 92 Entry/Inquiry Screen 92 Sample Stock Listing 93 ORDER PROCESSING CUSTOMER QUOTES (OP/O PQ) 94 Customer Quote Maintenance (OP/OPQ/QMA) 94 Entry/Inquiry Screen 94 Quote Detail Screen - Entry/Inquiry Screen 96 Change Prices - Entry/Inquiry Screen 97 Item Detail - Entry/Inquiry Screen 98 Copy A Customer Quote (OP/OPQ/QCPY) 101 Entry/Inquiry Screen 101 Print Customer Quotes (OP/OPQ/PCQ) 104 Print Using DOD Settings 104 Entry/Inquiry Screen 106 Print Without Using DOD Settings 110 Entry/Inquiry Screen 111 Sample Customer Quote 114

5 Quote File Print (OP/OPQ/ODP) 115 Entry/Inquiry Screen 115 Sample Quote File Report 118 Purge Quote File (OP/OPQ/POF) 119 Entry/Inquiry Screen 119 DIRECT INVOICING (OP/DI) 121 Entry/Inquiry Screen 122 CREDIT/DEBIT MEMO ENTRY (OP/ME) 123 Entry/Inquiry Screen 124 SUBSTITUTE ITEMS (OP/SUB) 125 Entry/Inquiry Screen 125 CHANGE ORDER TO STATUS P (OP/COSP) 131 Entry/Inquiry Screen 131 CHANGE ORDER TO STATUS W (OP/COSW) 133 Entry/Inquiry Screen 133 CHANGE ORDER TAX FLAGS (OP/CTF) 135 Entry/Inquiry Screen 135 COMMIT TAGS FOR ORDERS (OP/CTO) 137 Entry/Inquiry Screen 138 ORDER PROCESSING MISCELLANEOUS (OP/OPM) 144 Shipping Label Print (OP/OPM/SLP) 144 Entry/Inquiry Screen 144 Sample Shipping Labels 145 Shipping Label Print With Items (OP/OPM/SLI) 146 Format Codes 146 Quantity Calculation Codes 147 Definition Codes 147 Entry/Inquiry Screen 147 Format Screen - Entry/Inquiry Screen 149 Review Screen - Entry/Inquiry Screen 150 Sample Shipping Labels 152

6 The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21 System entered into by and between Prophet 21 and the Purchaser to whom this documentation is provided ( License Agreement ). In addition, the licensed software to which this documentation refers may be supported in accordance with a customer support agreement by and between the same parties ( Support Agreement ). All warranties, conditions of use, transfer restrictions, and other provisions in the License Agreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication. In addition, this publication may include inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible. Changes may be periodically made to this publication; these changes will be incorporated in new editions of the publication. Any questions about the material contained in the publication should be addressed to the Prophet 21 Customer Support Department at by entering a support case. Nothing in this statement amends or extends the terms of your agreement with Prophet 21 including any warranties that may be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21. Prophet 21 may make improvements and/or changes to the Licensed Software described in this publication at any time without notice. 6/17/05 Prophet 21 Faspac The Prophet 21 system and Prophet 21 Faspacare trademarks of Prophet 21. All other trademarks and registered trademarks are the property of their respective companies.

7 INTRODUCTION The Order Processing module contains programs used to view, print, edit, process, and generate reports on Customer Quotes and Customer Orders. This module also contains programs used to print Shipping Labels. The Quote and Entry process begins by entering a Customer Quote through one of the Order Entry programs (Order Desk, Credit/Debit Memo Entry, Direct Invoicing). The Order Desk section of the manual contains detailed information regarding the creation of Customer Quotes and Customer Orders. Customer Quotes and Customer Orders are automatically assigned Status Codes by the system. These Status Codes change as processing is done. See the Order Expediting Reference Manual in Volume 4 for a complete list of Status Codes. CUSTOMER QUOTES Customer Quotes can be edited through the Customer Quote Maintenance program (OP/OPQ/QMA). Only lines that have not been ordered or canceled can be edited. An existing Customer Quote can be used to create a new Customer Quote or add to another existing quote through the Copy a Customer Quote program (OP/OPQ/QCPY). Customer Quotes can be printed on a quote form or faxed directly to your customers through the Print Customer Quotes program (OP/OPQ/PCQ). The option to fax quotes directly to your customer is available only if your system includes the optional Fax Modem module. For detailed information on this module, see the Fax Modem Reference Manual in Volume 5. A list of Customer Quotes can be printed through the Quote File Print program (OP/OPQ/ODP). All or a range of quotes can be included in a report. Customer Quotes remain available for viewing, printing, and reporting until they are deleted through the Purge Quote File program (OP/OPQ/POF). Deleting a Customer Quote Record does not affect the corresponding Customer Order Record (if one exists).

8 CUSTOMER ORDERS Customer Orders are created by confirming a Customer Quote through one of the Order Entry programs (Order Desk, Credit/Debit Memo Entry, Direct Invoicing). A customer order can be created immediately after entering the Customer Quote or at a later date. See the Order Desk Reference Manual in Volume 4 for detailed information. A customer return is recorded through the Credit/Debit Memo Entry program (OP/ME). A return is recorded in the same way as a sale except that the quantity is entered as a negative amount. The Credit/Debit Memo Entry program is also used to record a sale for which a pick list is not needed and for which all items are shipped in full (no back ordering is allowed). Customer Orders are available for editing only if the Status Code is PRINTED, WAITING, or READY. A pick list can be printed only for a Customer Order with a Status Code of CREATED or PRINTED. An Order Status Code of WAITING or SHIPPED can be changed to PRINTED through the Change Order Status program (OP/COS). Item information on a Customer Order can be edited using the Substitute Items program (OP/SUB) or through the Shipping Confirmation program (OP/SHP/SC). Tax Status Flags on an order can be changed individually through the Shipping Confirmation program (OP/SHP/SC) or all flags on an order can be changed through the Change Order Tax Flags program (OP/CTF). If the System Master File (SYS/IMS) is flagged to use the Tagging System, Tag Records can be committed to Customer Orders through the Commit Tags for Orders program (OP/CTO). This program is automatically accessed in the Order Entry programs if the Tagging System is used and the System Master File is flagged to Tag Before. This program is automatically accessed as part of the Shipping Confirmation program (OP/SHP/SC) if the Tagging System is used. Customer Orders are prepared for invoicing through the Shipping Confirmation program (OP/SHP/SC). Customer Orders can be shipped in full or partially shipped. Cancellation of an order or individual line items is done through the Shipping Confirmation program. Customer Orders are available for display in the Order Inquiry program (OP/OI) up until the time they are invoiced. Once an order has been invoice, it can be displayed through the Order Expediting program if the System Master File (SYS/ARS) is flagged to save invoice detail. PICK LISTS Pick Lists for Customer Orders can be printed at the time the order is created through the Order Desk program. Pick Lists can also be printed in batches through the Pick List Print and the Pick List and Backorders programs (OP/OPL/PLP, OP/OPL/PLB). A list of printed Pick Lists can be generated through the Pick List Register program (OP/OPL/PLR).

9 REPORTS A list of Customer Quotes can be printed through the Print Quote File (OP/OPQ/ODP) program. These reports are helpful in expediting Customer Orders: Sales Order Listing, Sales Orders by Date Wanted, Open Items By Date Wanted. The Open Order Listing (OP/OPR/OOL) is helpful in determining which orders can be shipped based on items received. The Stock Listing (OP/OPR/STK) provides a list of all open orders for all items. Once orders have been processed through the Shipping Confirmation program, the Shipped Orders To Be Invoiced Report provides a complete data entry check before invoices are created. BEFORE YOU BEGIN The Order Processing Specification program (SYS/OPS) and the Warehouse Control Specifications program (SYS/WCS) are used to determine the operation of the Order Entry programs. The flags in these programs were most likely set when you began using the Order Desk program, however you may want to review these flags and read those sections of the manual. Consult Prophet 21 Support if you have questions.

10 ORDER ACKNOWLEDGMENT PRINT (OP/ACK) Use this program to print order acknowledgements for your customers. This program has been enhanced to function with or without company document output defaults defined in Document Output Defaults (SYS/FPS/DOD). Separate procedures are provided for each print control method. Note: Use the procedures in Print Using DOD Settings if DOD defaults are set up for Order Acknowledgements. Otherwise, use the procedures in Print Without Using DOD Settings, which are the same as those used in FASPAC Release 3.5. PRINT USING DOD SETTINGS An acknowledgement only prints if the Order Acknowledgement field in the order header is flagged with a Y. See Order Desk processing in the Sales Reference Manual in Volume 4. HEADING ADDRESSES You can specify if acknowledgements will be printed with either your company address, the appropriate warehouse address, or without your company or warehouse address. FORM CHOICES, PRINTER ASSIGNMENTS Acknowledgements are printed on plain paper and print to the Other printer. OPTIONAL OUTPUT TYPES If your system includes the Fax Modem module, acknowledgements can be faxed directly to your customer in addition to or instead of printing them on paper. If your system includes an Internet interface, acknowledgements can be sent via directly to your customer in addition to or instead of printing them on paper.

11 PRINT SELECTIONS All eligible orders, a range of orders (by customer number and order number), or specific orders can be acknowledged at any time. Any open order is consider eligible for printing. You have the option to acknowledge all open orders, exclude backorders, or include only backorders. CUSTOMER PART NUMBERS Customer part numbers print on the acknowledgement based on the "Print Customer Part Number in Place of the FASPAC Item" flag on the Customer Master record (CP/MAI). PRICING Prices print on the acknowledgement based on the "Print Prices on Acknowledgements" flag on the Customer Master record (CP/MAI) or in System Maintenance (SYS/OPS). IDENTIFICATION OF ORIGINALS, COPIES, AND DUPLICATES Selectable rules make it easy to set defaults used to create acknowledgments, to identify duplicates and to differentiate between printed and electronic copies. You can designate a default Original and a default Copy output type. Documents reprinted (or resent) to the Original output type are identified as Duplicate. Documents printed or reprinted to other than the Original output type are identified as a Copy. Reprint options allow you to recreate an original by suppressing the Duplicate message. Company-wide default output types are set up in the Document Output Default (SYS/FPS/DOD) program. Customer and Customer Ship-To specific defaults are set-up using the F5-Print/Fax function in CP/MAI and CP/STM, respectively.

12 ENTRY/INQUIRY SCREEN Field Range To Print Description A All Eligible. S Specify up to 40 orders to print (by order number). R Specify a range of orders to print (by customer number or order number). Note: If you print All Eligible or enter N to Reprint (see below), Original and Copy output print to the default output types. Default output types are selected on a hierarchical basis, using the first non-blank values set up in Customer Ship-To Maintenance (CP/STM), Customer Maintenance (CP/MAI), or Document Output Defaults (SYS/FPS/DOD).

13 If you entered A to print all eligible order acknowledgements, the moves to the ELIGIBILITY field. See page 15. If you entered S to print selected order acknowledgements, the following fields appear. Order # Four columns are displayed with line numbers from Enter each order number for which to print an Order Acknowledgment. Once you have finished, press Skip.

14 SELECT To accept the entries as displayed, press Skip. Or, enter the field number of the entry to be changed or delete. The following screen is displayed and the cursor moves to the Reprint field. See page 15. If you entered R to print a range of order acknowledgements, the following fields appear. Customer From Customer Thru Order From Order Thru Enter the range of customer numbers that can be on the order. Order Acknowledgments are only printed for those orders that were created for one of the customers specified in this range. Enter the range of order numbers for which to print Order Acknowledgments. The cursor moves to the Reprint field. See below.

15 The following field appears if you selected S or R in the Range to Print field. Reprint Y You are reprinting the acknowledgements. Additional fields appear. See below. N You are not reprinting the acknowledgements. The cursor moves to the ELIGIBILITY field. See page 15. If you are reprinting acknowledgements, the following fields appear: Reprint as Original or Copy Reprint only initial output type Print "Duplicate" on order Ack Output To O Reprint using default original output type. C Reprint using default copy output type. P Reprint only Plain Paper output type. X Reprint only Fax output type. E Reprint only output type. space Reprint all output types. Y Print the word Duplicate on reprinted original output type. N Print the word Original on reprinted original output type. P Print to Plain Paper. X Send by Fax. E Send by . The following fields apply for all selections in the Range to Print field. ELIGIBILITY 1. All orders including Backorders 2. All orders excluding Backorders 3. Only Backorders Option 1 Print Order Acknowledgments for all orders in the file, including backorders. 2 Print Order Acknowledgments for all orders in the file, excluding backorders. 3 Print Order Acknowledgments for backorders only. The cursor moves to the field, Order notes type to print. Order note types to print: Note/Messages note types to print: I Print invoice notes P Print pick list notes B Print both, invoice and pick list notes N Do not print notes Enter up to 10 note/message types to print. Choose from the following codes: I Print invoice notes. P Print pick list notes. B Print both, invoice and pick list notes. R Print requisition notes. W Print warehouse notes. N Do not print notes. Note: These codes are user defined. See the Messages Reference Manual in Volume 5.

16 Print Company Address Print Order Taker Name Or Salesman Name? Y Print the company address in SYS. N Do not print the company address. W Print the address in PO/WAM. O Print the order taker s name on the order acknowledgment. S Print the salesman s name on the order acknowledgment. Note: If O is selected (print order taker name), the name must be defined in SYCD using the record type IT. If the name cannot be found, the order taker s initials will be printed. Print By Warehouse? Continue? Y Print by company, by warehouse, by customer order. N Print in customer order. Y Print order acknowledgements. N Exit program without printing order acknowledgements.

17 PRINT WITHOUT USING DOD SETTINGS The Order Acknowledgment field in the Header of each order must be flagged with a Y in order for Acknowledgments to be printed. The system checks the customer flag in determining whether to print the customer part number or the FASPAC item number. Order Acknowledgments can be printed for all eligible orders or specific orders only. Eligible orders can include backorders, exclude backorders, or include only backorders. ENTRY/INQUIRY SCREEN Field Print All Eligible Orders? ELIGIBILITY 1. All orders including Backorders 2. All orders excluding Backorders 3. Only Backorders Option Description Y Print Order Acknowledgments for all eligible orders. N Select a range or specific orders for which to print Order Acknowledgments. This field is available only if you selected to print all eligible orders. 1 Print Order Acknowledgments for all orders in the file, including backorders. 2 Print Order Acknowledgments for all orders in the file, excluding backorders. 3 Print Order Acknowledgments for backorders only. When a valid entry is made, the cursor moves to the Continue field. Print Specific Orders Or Range? This field is displayed only if you selected not to print all eligible orders. S Print Order Acknowledgments for specific orders. R Print Order Acknowledgments for a range of orders.

18 The following fields are displayed only if you selected to print a RANGE of orders. From Cust Thru Cust From Order Thru Order Enter the range of customer numbers that can be on the order. Order Acknowledgments are only printed for those orders that were created for one of the customers specified in this range. Enter the range of order numbers for which to print Order Acknowledgments. Once valid entries are made in each of these fields, the cursor returns to the ELIGIBILITY field. The following fields are displayed only if you selected to print SPECIFIC orders. Order # Four columns are displayed with line numbers from Enter each order number for which to print an Order Acknowledgment. Once you have finished, press Skip. Select Enter the field number of the entry to be changed or deleted. To accept the entries as displayed, press Skip. Continue? Y Print the Order Acknowledgments for the specified orders. N Exit the program without printing Order Acknowledgments. The following fields are displayed when you enter Y in the Continue field. Print Notes/Messages? Do You Want to Print in Warehouse Order Generate Fax, Plain Paper, or Default I Print invoice notes P Print pick list notes B Print both, invoice and pick list notes N Do not print notes Y Print documents by company by warehouse by customer by order. N Print documents by customer by order. X Fax the order acknowledgment. P Print the order acknowledgment on plain paper. E Send the order acknowledgment to the customer s address specified in CP/STM or CP/MAI. If an address cannot be found, you are prompted to enter one. D Send the order acknowledgment to the Default output devices specified in CP/STM or CP/MAI. If output devices have not been specified, you are prompted to enter one or more. Note: You can specify more than one Default device, such as Plain Paper and .

19 Print Company Address Print Order Taker Name Or Salesman Name? Y Print the company address in SYS. N Do not print the company address. W Print the address in PO/WAM. O Print the order taker s name on the order acknowledgment. S Print the salesman s name on the order acknowledgment. Note: If O is selected (print order taker name), the name must be defined in SYCD using the record type IT. If the name cannot be found, the order taker s initials will be printed. SAMPLE ORDER ACKNOWLEDGMENT

20 ORDER NOTE LINE MAINTENANCE (OP/ONLM) The Order Note Line Maintenance program is used to add, change, and delete order note lines. ENTRY/INQUIRY SCREEN Field Order Description Enter the order number on which to add, change or delete a note line. You do not need to enter the leading zeros, the dash, or the suffix. Line SELECT Enter the line number on the order for which to add, change or delete the note line. Enter the number of the note line to add, change, or delete.

21 T Enter the note type or enter DE to delete the existing note line. W Warehouse P Pick list I Invoice and pick list N Invoice Once a valid note type is entered, the cursor moves to the Note field. You can enter up to 49 alphanumeric characters. Once you have finished press Return to return the cursor to the Select field. At this point you can select another note line or press CMD to exit the program. Delete Note? This field is displayed only if you selected to delete a note line. Y Delete the specified note line. N Do not delete the note line.

22 ORDER INQUIRY (OP/OI) The Order Inquiry program displays Customer Order Records that have not been processed through the Accounts Receivable Invoice Calculation and Update program (AR/INP/INC). Customer Order Records that have been invoiced can be viewed using the Order Expediting program (OE). See the Order Expediting Reference Manual in Volume 4 for detailed information. ENTRY/INQUIRY SCREEN ONE Field Order No. Description Enter the number of the Order Record you want to view. The leading zeros do not need to be entered. Do not enter the dash and the suffix. Once an order is selected, the cursor moves to the Select field. To enter the customer, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Error Message: No More Order For This Customer The Order Number specified is not in the Order File. Press Return to acknowledge this message and begin again.

23 Cust This field is displayed only if Skip is pressed while in the Order No. field. Enter the name or number of the customer on the orders. If you are unsure of the complete name or number, you may access the list of valid customers by entering the first few characters of their name, customer number, or phone number and pressing the appropriate function key. Once a valid customer is displayed, use F3 to scroll forward and F4 to scroll backward through the list. To accept the displayed customer, press Return. Once a valid customer is accepted, the cursor moves back to the Order No field. A valid order number must be entered in order for the cursor to move to the Select field. SELECT Press Return to accept GO, and view the Order Detail Records (a listing of each line item on the selected order). Press Skip to move the cursor back to the Order No. field. ENTRY/INQUIRY SCREEN TWO Field Description Function Keys F1 F2 F3 CMS Returns you to the top of the list of line items. This key would only be used if F2 had previously been pressed to display the following screens. Displays the following screen of line items. This function can only be used if the list cannot be completely displayed on the first screen. Displays the line items beginning with a specific line number. Exits you from the program.

24 Message: End Of File All Detail Records for the order have been displayed. The following fields are updated by the system and cannot be changed. Whse Date Time Operator Status The warehouse number in which the order was placed. The date and time the order was entered. If the System Master File (SYS/OPS) is flagged to request the order taker initials, these are the initials entered when the order was entered. If the System Master File (SYS/OPS) is not flagged to enter order initials, the initials assigned to the password (used to sign on to FASPAC) display. One of the following Order Status Codes displays: C (Created), P (Printed), W (Waiting), X (Canceled), Z (Shipped), R (Ready), or A (Add on). See the Order Expediting Reference Manual in Volume 4 for detailed information. Exit this program (CMD), display the Detail Records from the beginning (F1), or display the records from a specific line number (F3).

25 ORDER PROCESSING PICK LISTS (OP/OPL) PICK LIST PRINT (OP/OPL/PLP) The Pick List program prints original and duplicate Pick Lists for Customer Orders with a Status Code of either CREATED, READY, or PRINTED. For detailed information on Order Status Codes, see the Order Expediting Reference Manual in Volume 4. An order that has not had a Pick List printed has a Status Code of CREATED. These are original orders that have been entered and confirmed through the Order Desk program and back orders created by the Invoice Calculation and Update program. An order that has had one or more items added to it since a Pick List was printed for it has a Status Code of ADD-ON. Pick Lists for orders with a CREATED or with an ADD-ON Status Code are printed when the All Eligible option is selected. The All Eligible option can include only original orders, only back orders, or both original and back orders. An order for which a Pick List has been printed has a Status Code of PRINTED. A duplicate Pick List can be printed for this order through the Pick List program. A duplicate Pick List is indicated by the word DUPLICATE printed below the Order Number. A duplicate Pick List for an order that has had items added to it is indicated by the message DUP**ADD ON printed below the Order Number. Note: If a duplicate Pick List is printed, always retrieve the original Pick List and destroy it. Pick Lists can be printed for specific orders or ranges of orders. If the specific orders option is selected, up to 40 order numbers can be entered. A Pick List prints for each order as long as the order s Status Code is CREATED, READY, or PRINTED. If the range of orders option is selected, a range or order numbers is specified. The specified range of orders can include only original orders, only back orders, or both original and back orders. A Pick List prints for each order with a Status Code of CREATED, READY, or PRINTED within the specified range. Pick Lists print on forms on the printer designated as the Pick List Print in the Printer Assignments. In addition to the DUPLICATE and DUP ADD ON messages, these characters may print on Pick Lists: * next to Tag committed [enough other tags print to fill the order or all available tags print (based on flags in System File (SYS/FCS)] # next to quantity UM is LB or CW FT next to quantity UM is FT or CF

26 Information is included or excluded on the Pick Lists based on the flags set in the System Master File (SYS/OPS) and in the Customer Records (CP/MAI). Flag settings determine which pricing information is printed, whether the Item Number or Short Name is printed, whether kit components are included and whether the corporate address, the warehouse address, or no address is included. If the warehouse is set to use RF (SYS/RFS), the order number is prefaced with the order type specified to pick (K=Kit Orders, O=Sales Orders, P=Rework Orders, W=Warehouse Transfers). General Remarks, Remark Code 1 and Remark Code 2 set up in the Customer Records can be included. See the System File Maintenance Reference Manual in Volume 5 and the Customer Processing Reference Manual in Volume 1 for detailed information. Item and Customer Messages/Notes can be automatically included on Pick Lists. See the Messages Reference Manual in Volume 5. If a customer PO is greater than 15 characters, the message SEE BELOW is printed in the Purchase Order field on the first page of the pick list. SEE PAGE 1 prints in this field on all subsequent pages. If an Import Items Message is included on the order, it prints on the pick list as a note line, following the last item on the order. The INVOICE TO information prints only if it is different than the SOLD TO information. If the INVOICE TO information is included on a pick list, only 22 characters per line print, but the complete INVOICE TO information does print on the invoice. ENTRY/INQUIRY SCREEN Field Print All Eligible Orders? Description Y Print pick lists for all orders with a Status code or either C or A. Pick lists are printed in numerical order. N Print pick lists for all orders within a specified range that have a Status code of either C, A, or P. T Print a test pattern only.

27 If you entered Y to Print All Eligible Orders, the following fields are displayed. All Eligible By Date Range? Range of Due Date or Order Date? From Date Thru Date ELIGIBILITY 1. All orders including Backorders 2. All orders excluding Backorders 3. Only Backorders Print For One Order Taker? This field is displayed if you entered Y to Print All Eligible Orders. Y Print all eligible pick lists by a specified date range. N Do not print pick lists by a date range. If you entered Y in the previous field to specify a date range: D Specify the range by due dates. O Specify the range by order dates. Enter the starting and ending dates. 1 Print pick lists for all original and back orders with a Status code of CREATED or ADD-ON. 2 Print pick lists only for original orders with a Status code of CREATED or ADD-ON. 3 Print pick lists only for back orders (orders with a suffix other than -00) with a Status code of CREATED or ADD-ON. Order taker refers to the initials associated with the FASPAC Sign On Password. Y Include only orders entered by a specific order taker. N Include all specified orders, regardless of the order taker. Only Order Taker This field is displayed only if you entered Y in the previous field. Enter the order taker initials that must be on an order for a Pick List to be printed. If you entered N to Print All Eligible Orders, the following fields are displayed. Print Specific Orders Or Range? S Specify up to 40 order numbers for which to print pick lists. R Specify a range of orders based on order numbers or date. If you entered R to Print a Range, the following fields are displayed. Print Range By Order No. Or Date Want? This is displayed if you entered R in the previous field. O Specify the range by order number. D Specify the range by due date. If field 11, Date Wanted To Be A Real Date?, in the Order Processing Specifications (SYS/OPS) program is set to Y, you can specify by order numbers or order dates wanted. If the field 11 in SYS/OPS is set to N, you can only by order numbers.

28 From Order Thru Order From Date Thru Date If you entered O for a range of orders, enter the starting and ending order numbers. Do not enter the leading zeroes, dash, or suffix. If you entered D for a date range, enter the starting and ending dates in MMDDYY or MMDDYYYY format. If you entered S to Print Specific Orders, the following fields are displayed. Four Order # columns with fields numbered 01 through 40 Enter each order number for which to print a pick list. Do not enter the dash or the suffix. When you have finished entering order numbers, press Skip while in an empty field. Note: If an order number is not on file or the Status code is anything besides C, A, or P, an error message is displayed at the bottom of the screen indicating that the number has not been accepted. SELECT Continue? Press Skip to continue. Y Print pick lists for the specified orders. N Exit the program without printing any pick lists. One or more of the following prompts will be displayed, depending on your answers to the above questions and prompts. Print In Customer Name, Order No. Or Date Wanted Sequence? C Print the pick lists by customer name. O Print the pick lists by order number. D Print the pick lists by due date. The cursor moves up to the From Date field. If you entered C or O to print pick lists by customer name or order number: Do You Want Print in Warehouse Order Enter Warehouse To Print - Skip For ALL If you entered C or O in the previous prompt: Y Print in sequence by warehouse number. N Do not print by warehouse number. If you entered Y to print by warehouse, enter the number of the warehouse, or press Skip for all warehouses. If you entered D to print pick lists by due date: From Date Thru Date Enter Warehouse To Print - Skip For ALL Enter the starting and ending dates in MMDDYY or MMDDYYYY format. Enter the number of the warehouse, or press Skip for all warehouses.

29 SAMPLE PICK LIST

30 PICK LIST AND BACKORDERS (OP/OPL/PLB) The Pick List and Backorders program prints Pick Lists for eligible customer orders (any -00 orders) with a Status Code of either CREATED or ADD-ON. All eligible backorders (not printed) found with the same ship-to location are also printed (providing there is at least one item on the backorder that has an available quantity and can be shipped). If no eligible customer orders are printed, no backorders will be printed, regardless of their eligibility. Pick Lists can be printed for all or a range of customers and printed in numerical order. See Pick List Print (OP/OPL/PLP) on page 26 for general information regarding pick lists. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to consider the customer s open orders. To consider open orders in all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Print For All Customers? Y Consider all customer s open orders. N Consider open orders only for the specified range of customers.

31 Print From Customer No. To Customer No. These fields are displayed only if the Print For All Customers option is not selected. Enter the first and last customer numbers in the range for which to locate all open orders. To begin the range with the first customer number in the Customer File, leave the first field blank and press Skip. To end the range with the last customer number in the Customer File, clear the default entry in the second field by using the Space Bar and press Skip. To locate the open orders of one customer only, enter the same characters in both fields. Note: If the customer number entered in this field is less than the customer number entered in the Print From field, the cursor returns to the Print From field. Do You Want To Continue? Want A Test Pattern? Y Print pick lists for all open orders found. N Exit the program without printing any pick lists. This field is displayed only if one or more pick lists can be printed. Y Print a test pattern before printing the pick lists. N Print the pick lists immediately.

32 PICK LIST REGISTER (OP/OPL/PLR) The Pick List Register program prints a summary of orders entered through the Order Desk program (OD), for which pick lists have been printed [either through the Order Desk program or one of the Pick List Print programs (OP/OPL/PLP, PLB)]. Orders entered through the Order Desk program will not appear on the Pick List Register until they are printed. Orders entered through the Credit/Debit Memo Entry program (OP/ME) or through the Direct Invoicing program (OP/DI) are never included in the Pick List Register. The Pick List Register can be printed in Customer or Order Number sequence. If the Customer Sequence option is selected, the option to include Customer Totals is available. Back Orders can be included in or excluded from the Pick List Register. The Final Copy option clears the Pick List Register File. It is recommended that the Pick List Register be printed and cleared daily. If the Exclude Back Orders option is selected and the Pick List Register is cleared on a daily basis, the Pick List Register quickly provides the total value of orders printed on a daily basis. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to print the Pick List Register. To include eligible orders in all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Note: If the Final Copy option is selected, only those records in the specified warehouse are deleted from the Pick List Register File.

33 Print In Customer or Order Sequence? Include Backorders? Select the sequence in which to print the Pick List Register. C Print in customer number sequence. O Print in order number sequence. Y Include original and backorders. N Exclude backorders. The Register will include only original orders (-00 orders). This option provides a Register that reports the value of orders entered since the last time the Final Copy option was selected. Note: If backorders are not included but the Final Copy option is selected, these records are deleted from the Pick List Register File, even though they are not printed. Print Customer Sold To Totals? This field is available only if you selected to print the Register in Customer Number Sequence. Y For each customer listed, include the total number of orders in the City column, the total number of line items in the Lines column, and the total value of the listed orders in the Amount column. N Do not include Customer Total lines. Continue? Final Copy? Y Print the Pick List Register as specified. N Exit the program without printing the Pick List Register. Y Clear all records in the Pick List Register File of the specified warehouse. Backorder Records are cleared even if the option to exclude backorders was selected. N Do not clear any records from the Pick List Register File. Records will be included next time the Pick List Register is printed.

34 SAMPLE PICK LIST REGISTER

35 PACKING LIST SUMMARY (OP/OPL/PLS) The Packing List Summary program prints a summarized Packing List. The Packing List Summary program can only be run for one customer and one ship date. The report prints on plain 8-1/2 x 11 inch paper. This report is useful for customers who have large orders that are being shipped out on one day. The Packing List Summary also provides a space for an authorized signature. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number to work with. To include order information from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD.

36 Customer Number Enter the name or number of the customer for which to print a Packing List Summary. If you are unsure of the complete name or number, you may access the list of valid customers by entering the first few characters of their name, customer number, or phone number and pressing the appropriate function key. Once a valid customer is displayed, use F3 to scroll forward and F4 to scroll backward through the list. To accept the displayed customer, press Return. Error Message: Invalid Entry, Function, Or End Of File...SKIP Either an invalid customer number was entered, the wrong function key was pressed or the end of the Customer File was reached while scrolling. Press Skip to acknowledge this message and begin again. Ship To Number Enter the Ship-To Location Code. To use SAME as the ship -to location, leave this field blank and press Skip. Error Message: Ship To Location Not On File An invalid Ship-To Code was entered. You must enter a valid Ship-To Code that was set up for this customer. To use SAME as the ship-to location, leave this field blank and press Skip. Print For Orders Shipped On Packing List Number Number of Cartons Weight Vat Number Print Certs? Cert A Enter the date for which to print the Packing List Summary (using the MMDDYY or MMDDYYYY format). Only orders that were shipped on the date specified in this field will be included on the Packing List Summary. These fields are optional. An entry can be made or you can leave each field blank and press Skip. A Print Certification A (shown below) on the Packing List Summary. D Print Certification D (shown below) on the Packing List Summary. N Do not print either Certification on the Packing List Summary. The undersigned hereby certifies that the items listed on the above order, are manufactured in accordance with the applicable specifications and are tested to comply to the specified military standard and/or other applicable specifications. Authorized Signature

37 Cert D This is to certify that each part covered by the packing list and invoice is U.S. certified by a manufacturer holding a U.S. production certificate or license agreement with a prime manufacturer. Material is certified as airworthy and/or meets approved specifications in accordance with federal aviation regulations part 21 and incoming documents to this affect are led on file at (your company name prints here). Authorized Signature Print Alternative Message? Y Print the alternative message (shown below) on the Packing List Summary. N Do not print the alternative message on the Packing List Summary. Alternative Message It is your responsibility to obtain a validated export license for this material from the Department of Commerce, if so required under the applicable U.S. Government export control regulations. Note: The alternative message prints under the Certification. Print Company Address? Number of Copies All Correct? Y Print the company address (who is receiving the order). N Do not print the company address. Enter the number of copies to print. Y Accept the entries as displayed. N Change one or all of the displayed entries. The following message is displayed at the bottom of the screen if a Packing List Summary did not print. No Orders Shipped This Date For This Customer

38 SAMPLE SUMMARY PACKING LIST

39 PACKED LIST PRINT (OPL/PALP) The Packed List Print program is used to print Packing Lists for orders that have been processed through the Shipping Confirmation program (OP/SC). You can print Packing Lists for all eligible orders or you may specify a range of orders. If the All Eligible option is selected, Packing Lists print only for orders that have been processed through the Shipping Confirmation program. Packing Lists always print in line number sequence and are printed on Pick List forms. The actual freight amount and the date shipped (as entered on the 3 rd screen of OP/SC) are included on the packing list. If SYS/OPS (second screen) is flagged with a Y in the Print Weight on Pick List field, the total weight, cartons and kegs entered in Shipping Confirmation (SC) print on the pick list. The information printed on Pick Lists also prints on Packing Lists, with the following exceptions: ***SHIPPED*** prints above the ship-to address Shipped and back-ordered quantities print Only committed Tag Records print. Tag Record quantities do not print Note: Tag Records print only if the Tagging System is used. Bin locations do not print Kit detail does not print ENTRY/INQUIRY SCREEN

40 Field Print all eligible orders? Print for one Order Taker? Description Y Print Packing Lists only for orders that have been processed through the Shipping Confirmation program. N Print Packing Lists for a specific range of orders, that have been processed through the Shipping Confirmation program. This field is displayed only if you selected to print all eligible orders. N Print all eligible orders, regardless of the order taker. Y Print only those orders that were recorded by a specific order taker. Only Order Taker: Print Specific Orders Or Range? This field is displayed only if you selected to print all eligible orders. Enter the order taker initials that must be on an order for a Packing List to be printed. This field is displayed only if you chose not to print all eligible orders. S Specify individual orders for which to print Packing Lists. R Specify a range of orders (by either date or order number) for which to print Packing Lists. The following fields are displayed only if you chose to specify individual orders for which to print Packing Lists. Order # Four columns are displayed, numbered from 01 to 40. Enter each order number for which to print a Packing List. When you are finished, press Skip. Select Enter the line number of the entry you want to change. To accept the displayed order numbers, press Skip. The following fields are displayed only if you chose to specify a range of orders for which to print Packing Lists. Print Range By Order No. Or Ship Date? From Date/Order Thru Date/Order Continue? Select the method by which to indicate and print the range of orders. O Select the orders by order number. D Select the orders by ship date. Enter the range of ship dates/order numbers (depending on the method selected) for which to print Packing Lists. Y Print Packing Lists for the specified orders. N Exit the program without printing Packing Lists.

41 Error Messages Order Not On File Order Not Shipped - Status is W Order Not Shipped - Status is Printed The order cannot be found in the Order File. The specified order has not yet been processed through Shipping Confirmation and therefore a Packing List cannot be printed. The specified order has not yet been processed through Shipping Confirmation and therefore a Packing List cannot be printed. SAMPLE PACKING LIST

42 ORDER PROCESSING SHIPPING (OP/SHP) SHIPPING CONFIRMATION (OP/SHP/SC) The Shipping Confirmation program records items that have been shipped, back ordered, and canceled. It also prepares Customer Orders for processing through the Invoice Calculation and Update program (AR/INP/INC). Caution! Do not use Shipping Confirmation while the Invoice Calculation & Update program is in use. The Shipping Confirmation process includes: displaying the Order Header and making corrections to the displayed information if needed, recording the status of the items on the order (shipped in full, partially shipped, canceled), and adding or editing Item Notes. Only Customer Orders with a Status Code of PRINTED, WAITING, or READY can be processed through the Shipping Confirmation program. Customer Orders are processed completely through the Shipping Confirmation program by shipping all items complete, partially shipping the items, or canceling the order. The Status Code of a Customer Order that is processed completely through the Shipping Confirmation program is updated to the code SHIPPED. This order will be processed through the Invoice Calculation and Update program next time it is run. The Shipping Confirmation process can be stopped prior to completion by entering STOP in any of the Select fields. If STOP is entered in the Select field of the Order Header Screen (first screen) of Shipping Confirmation, WITHOUT accessing Boxes 1, 2, or 3, the Customer Order Status Code remains at the status of PRINTED. If STOP is entered at the Order Header Screen (first screen) of Shipping Confirmation, AFTER accessing Boxes 1, 2, or 3, OR anytime after the Order Header Screen, the Customer Order Status Code is updated to WAITING. The Status Code of a Customer Order that is stopped during the Invoice Calculation and Update program due to an error is updated to WAITING. A Customer Order with a WAITING Status Code must be completely processed through the Shipping Confirmation program at some time in order for it to be processed through the Invoice Calculation and Update program. A Customer Order retains all processing previously recorded through the Shipping Confirmation program. If you have multiple taxes in a county, all the tax is totaled and displayed in the one county field.

43 Example #1 A Customer Order is accessed in Shipping Confirmation and GO is entered at the Order Header Screen (first screen). Line items 1-3 are shipped and the rest of the line items are back ordered. STOP is entered at the Additional Charges Screen (final screen) because there is no freight amount on the Pick List. Once the freight amount is determined, the Customer Order is accessed again in the Shipping Confirmation program; GO is entered at the Order Header Screen and BO is entered at the Line Item Screen (second screen) so that all line item processing remains the same. The freight amount is entered on the Additional Charges Screen and then GO is entered to complete the Shipping Confirmation process on the order. Example #2 A Customer Order is accessed in Shipping Confirmation and SHIPC is entered at the Order Header Screen (first screen) and all items are shipped complete. GO is entered at the Additional Charges Screen (final screen) to complete the processing. Prior to invoicing, it is determined that line item 1 should have been back ordered. This order is processed through the Change Order Status program (OP/COS) and then accessed in the Shipping Confirmation program. GO is entered at the Order Header screen, line item 1 is accessed individually and back ordered in the Line Items Screen. Any of the options (SHIP, BO, or CANCEL) can then be entered in the Line Items Screen (it doesn t matter which option because all lines have been processed). GO is entered at the Additional Charges Screen to complete the Shipping Confirmation process on this order. Example #3 A Customer Order is processed completely through Shipping Confirmation but an error occurs in the Invoice Calculation and Update program and the Order Status Code is updated to WAITING. The error is corrected. The Customer Order is accessed in the Shipping Confirmation program. GO is entered in the Order Header Screen (first screen) and any of the options (SHIP, BO or CANCEL) is then entered in the Line Items Screen (second screen) (it doesn t matter which option because all lines have been processed). GO is entered in the Additional Charges Screen to complete the Shipping Confirmation process on this order. ENTRY/INQUIRY SCREEN ONE

44 Field Order Number Description Enter the Order Number. Do not enter the leading zeroes, dash or suffix. If the Order Number entered is not found in the Order file, the system acts as if the Scroll option was selected and displays the Order Number closest to the entry made To scroll through orders, enter? and press Return. The cursor moves to the bottom of the screen. The first order available for Shipping Confirmation displays at the bottom of the screen. Press Return to scroll through the list. Enter any character and press Return to accept the displayed order. To access the Substitute Items program, enter SUB and press Return. See the Substitute Items section of manual for detailed screen information. To exit the program, leave this field blank and press Skip or Return. Ship Date This field is displayed below the Order Number field if the Enter Ship Date in OP/SC flag in Order Processing Specifications (SYS/OPS) is set to Y. If the flag is set to N, this field is not displayed and the sign on date will be used. You can either accept the displayed ship date or enter a different date. It will be stored in the Order Header Record as the ship date. This date will be used for the next order to be processed, unless you change it or until you exit from the program. SELECT 1, 2, or 3 Enter the Box Number in which to change one or all of the displayed entries. If the Header information is correct, enter one of the following command: READY Changes the status of the order to READY, so that it can be processed through Shipping Confirmation. GO Order Header information is correct, proceed to the Line Item Screen. SHIPC Order Header information is correct, ship all items on order complete, proceed to Additional Charges Screen. OPR The cursor moves to Operator field so that the initials can be changed (the default operator s initials will either be the customer s inside salesperson s code, as defined in CP/MAI or the operator s initials). STOP No further processing to be done on the order at this time; if no changes were made to the Order Header, the Order Status remains at PRINTED; if any changes were made to the Order Header, they are recorded and the Order Status is Changed to WAITING. CANCEL This order is canceled and will be processed as such the next time the Invoice Calculation and Update program is run.

45 LINE ITEM ENTRY/INQUIRY SCREEN Field Line Description Enter the line number you want to work with. To work with Item Notes, enter NOTE and press Return. Once NOTE is entered, you must enter the line number for which to view the existing notes. After the note lines display for the selected line number, you may enter A to add a note line, C to change an existing note line, or D to delete an existing note line. When you have finished, press Skip. The cursor moves through the following fields once a valid line number is entered in the Line field. Accept the displayed entries or change them. Date Wanted The date the order is wanted displays. Press Return to accept this date or enter another date in MMDDYY or MMDDYYYY format. T The displayed Tax Status Flag is based on the Account Class Code in the Customer Master Record (CP/MAI). Y The item is taxable. N The item is not taxable. Note: The cursor does not stop in the Qty field. Price The selling price per the unit of measure.

46 Cost This field is available only if the item is a non-inventory item (* item). The cost of the item to you. Note: This field accepts an entry only if the Prompt Cost Method field in SYS/OPS is not spaces. Disc Qty Shipped Shipped Qty Exceeds Qty Ordered, Y - To Accept, N - To Try Again Qty Backordered The discount terms. The quantity shipped. This field is displayed only if the entry in the Qty Shipped field is greater than the quantity ordered (the entry displayed in the Qty field). Y Record the shipped quantity as entered, even though it is more than the quantity originally ordered. N Move the cursor back to the Qty Shipped field so that the quantity can be reentered. The quantity on backorder. To record zero as the quantity backordered, press Skip in this field. Note: The system automatically calculates the Qty Backordered based on the quantity ordered and the quantity shipped. Cancel? This field is displayed only if zero is entered in both the Qty Shipped and Qty Backordered fields. Y The line item is canceled and the cursor moves to the Select field. A canceled line item prints on the invoice with zero as the shipped and backordered quantity. N The line item is not canceled and the cursor moves back to the Qty Shipped field. SELECT SHIP Ship complete all lines that have not been worked with individually; the Additional Charges Screen displays. BO Backorder all lines that have not been worked with individually; the Additional Charges Screen displays. CANCEL Cancel all lines that have not been worked with individually; the Additional Charges Screen displays. STOP Stop processing this order; this order will not be processed through the Invoice Calculation and Update program until it is completely processed through the Shipping Confirmation program; the Order Header Screen displays. To work with another line item or to work with the Item Notes, leave this field blank and press Skip or Return. The cursor moves back to the Line field. To change the operator s initials, type OPR. Note: When recording partial shipments, work with as few lines as possible. For example: if an order has 10 line items on it and 2 lines are being shipped and 8 lines are being backordered, bring up the 2 lines individually and in the SELECT field enter BO to backorder the 8 lines.

47 ADDITIONAL CHARGES ENTRY/INQUIRY SCREEN Field SELECT Description GO Processing is completed on this order and the Status Code is updated to Z; it will be processed the next time the Invoice Calculation and Update program (AR/INP/INC) is run. The Commit Tags to Orders program (OP/CTO) is automatically accessed if the Tagging system is being used or if the Tagging System is not in use but a traceable item was shipped. STOP Processing is stopped on this order and the Status Code remains at W; it will not be processed through the Shipping confirmation program. Note: If the Freight Code used is flagged to require a freight amount, GO is not accepted until either the Freight Code is changed or a freight amount is entered. If tax sales = 0 and a shipped line is flagged as taxable when GO is selected, the following message displays: Taxable Sales = Charge Tax On Freight/Misc Charges? (Y/N). Enter N to return to the Select prompt, enter STOP, and fix the tax flags on the lines to N. Error Message: Have Taxable Sales and Total Tax Is Zero Correct? This message indicates that based on the Customer Record and the item Tax Status Flags, a Taxable Amount has been calculated but zero has been calculated for the total tax amount. This could be due to incorrect Tax Status Flags or a zero percentage assigned to the State Code in the System Code File. To change the Tax Status Flag on all items: enter N and then Stop to stop processing this order; exit the Shipping Confirmation program and change the Tax Flags through the Change Tax Flags program (OP/CTF). Finish processing the order through the Shipping Confirmation program.

48 To change the Tax Status Flag on individual items: enter N and then Stop to stop processing this order; begin the Shipping Confirmation process again, select the GO option to access the Line Item Screen, and access each line on which the Tax Status Flag needs to be changed. To correct the State Code: enter N and then Stop to stop processing this order; exit the Shipping Confirmation program and correct the percentage in the State Code through the System Code Maintenance program (SYCD); begin the Shipping Confirmation process again. Note: If one of these procedures is not followed and Y is entered in response to Correct?, the Invoice Register (AR/INP/IR) containing the invoice for this order will be incorrect. Any of the following field entries may be edited when you enter the appropriate line number in this field. The entries are optional and can be left blank. State Code City Code Country Code Misc Code Enter a valid State Code set up in the System Code Master File Record Type = ST. Enter a valid City Code set up in the System Code Master File Record Type = CI. Enter a valid Country Code set up in the System Code Master File - Record Type = company (there are 2 fields) Enter a valid Miscellaneous Charge Code set up in the System Code Master File - Record Type = MC. A miscellaneous charge is an additional charge that you wish to add to the customer order. Freight Code Discounted Enter a valid Freight Code set up in the System Code Master File - Record Type = FR. The entry in this field defaults to the Invoice Discount percentage in the Customer Record (CP/MAI). Note: = 10% discount Weight Enter the weight of the items. The entry in this field prints on the invoice; a decimal point can be included in this entry (e.g.: , ).

49 Misc Cst Code (There are two fields) Enter a Miscellaneous Cost Code. Miscellaneous Cost Codes and Miscellaneous Charge Codes use the same codes from the System Code Master File (Record Type = MC). However, miscellaneous costs are not related in any other way to miscellaneous charges. The miscellaneous cost is updated to the total cost of the order in the Sales Detail File, when Invoice Calculation is run. The miscellaneous costs are also updated to the Pick List Register, Invoice, and Invoice Register Files, but are not printed or displayed at this time. Cash Deposit Date Wanted AR Memo We recommend that this field not be used. The entry in this field defaults to the Date Wanted in the Order Header. The entry in this field defaults to the customer s purchase order number, and prints on the AR/ATB. The following fields are updated by system and cannot be changed. Operator Taxable Amount Total Sale Taxes Misc Charges Freight Deposit Invoice Total The initials of the last person to work on this order. If this is the first time this Customer Order has been accessed in the Shipping Confirmation program, the initials of the person who entered the order display. If this order has previously been accessed in Shipping Confirmation, the initials of the last person to work with the order in Shipping Confirmation display. The value displayed is the amount on which tax is calculated. The Taxable Amount is calculated based on the Customer Record, the Tax Status Flags on the line items shipped, the Freight Code, and the Miscellaneous Charges Codes. The value of all shipped items. The value displayed is the tax amount calculated on the value in the Taxable Amount field. The total entered in the two Miscellaneous Charges fields. The amount entered in the Freight field. The amount entered in the Cash Deposit field. The value displayed is the amount of the invoice including taxes, freight, and miscellaneous charges and net of the deposit amount (the sum of the values in these fields: Total Sale, Taxes, Misc Charges, Freight, Deposit).

50 SCANNED SHIPPING CONFIRMATION AND VERIFICATION (OP/SHP/SSCV) The Scanned Shipping Confirmation and Verification program allows you to scan bar coded and tag labels of products. The standard Shipping Confirmation program (SC) must be accessed following SSCV to carry out the following functions: create backorder records for items not shipped (if necessary) add other charges to the order (e.g. freight) change the order status to SHIPPED, so that it may be invoiced using the Invoicing programs HARDWARE REQUIREMENTS An Intermec 9510 Reader An Intermec 1545 Scanner A 6-foot or 25-foot cable to connect Scanner to Reader Power supply Ribbon cable to connect Reader to Terminal SET-UP REQUIREMENTS The items to be shipped must be labeled with bar coded information that can identify the item within FASPAC. This information must be one of the following fields: Tag # Shortage Item # Cross-reference Item # The Bar Code Reader equipment must be connected correctly to the FASPAC system, in the Shipping area.

51 ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number you are working with. To exit the program, press CMD and select the Quit function (Q). Order Number Enter the order number, including the two digit suffix ( ). Once a valid order number is entered in this field, the customer and item information displays on the screen. Scan the Item ID from the item label. The information must be in one of the following fields: Tag # Shortage Item # Cross Reference Item # If the warehouse number and order number are bar coded on the label, those fields may be scanned in, rather than keyed. The cursor must be in the appropriate field on the screen. To commit Tags from SSCV: 1. Access the Commit Tags screen from SSCV. 2. Enter the order line # of the item. 3. Scan or enter the Tag # to commit. 4. Enter the Tag quantity and quantity shipped fields. If the Tag # had been scanned on the SSCV screen, then the Tag quantity will default to COMMITTED on the Commit Tags screen. Note: Tags can also be committed using the Commit Tags to Orders program (CTO). The SSCV program changes the Order Status to SCANNED.

52 STANDARD BILL OF LADING PRINT (OP/SHP/SBLP) The Standard Bill of Lading Print program is used to print a bill of lading on a straight bill of lading - short form (provided by your form supplier). A bill of lading can be printed for any open order that has not yet been invoiced. ENTRY/INQUIRY SCREEN Field Whse Description You must specify the warehouse in which the order is located. To exit the program, leave this field blank and press Skip. Order Number Enter the order number for which to print the bill of lading. You do not need to enter the leading zeros, the dash or the suffix. Once a valid order number is entered in this field, the order information displays and the cursor moves to the following field. Error Message: Order Not Found! Press Return The order number entered cannot be found in the Order File. All Correct? Y Accept the displayed order information and move the cursor to the following field. N Change one or all of the displayed entries. The cursor returns to the Shipper s Number field and moves through each field on the screen.

53 Continue? Y Print the bill of lading with the information displayed on the screen. Once the bill of lading is printed, the cursor returns to the Order Number field. You can enter another order number for which to print a bill of lading or exit the program by pressing CMD+Q. N Return the cursor to the Whse field, without printing the bill of lading. At this point you may exit the program by pressing CMD+Q. The cursor moves through each of the following fields if you entered N in the All Correct field. Shipper s Number Date Warehouse Consigned P.O. Number Class or Rate Charges This field defaults to the sales order number entered. You can press Return to accept this entry or enter another number. The order date wanted. The ship-from warehouse name and address, from SYS/CIS. The customers ship-to warehouse name and address. The purchase order number assigned to this order. The class or rate of the package. The prepaid status.

54 CERTIFICATE OF CONFORMANCE (OP/SHP/CC) The Certificate of Conformance program prints item information for orders in the Orders To Be Shipped File. Theses are orders with a Status Code of Z (processed through shipping Confirmation but not through Invoice Calculation and Update). The Certificates of Conformance print on custom forms, on the printer designated as the Other Printer in the Printer Assignments. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to print the order information. To include orders from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Print For All Customers? Y Print Certificates of Conformance for all customers. N Specify a customer for which to print Certificates of Conformance.

55 Enter Cust No To Print This field is displayed only if you entered N in the Print For All Customers? field. Enter the customer number for which to print Certificates of Conformance. Error Message: Customer Not Found The Customer Number entered is not in the Customer file. Enter a valid Customer Number and press Skip. Print For All Orders? Print From Order No. Print To Order No. Y Print Certificates of Conformance for all eligible orders. N Specify a range of orders for which to print Certificates of Conformance. These fields are displayed only if you entered N in the Print For All Orders? field. Enter the first and last order numbers in the range. Do not enter the leading zeroes, the dash or the suffix. Do You Want To Continue? Do You Want a Test Pattern? Y Print Certificates of Conformance for the specified customer and/or orders. N Exit the program without printing certificates. Y Print a test pattern before printing the Certificates of Conformance. N Print the certificates immediately, without printing a test pattern. SAMPLE CERTIFICATE OF CONFORMANCE

56 CERTIFICATE OF CONFORMANCE/COMPLIANCE (OP/SHP/CCC) The Certificate of Conformance/Compliance program can be used to print Certificates of Conformance and/or Compliance for each order selected. Certificates can be printed only for those items on orders that are in the Orders To Be Shipped File (have a Status Code of Z) or have been printed (have a Status Code of P). Orders from one or all warehouses can be selected. All or a range of orders for all or a range of customers can be selected. Certificates of Compliance include information on the military standard part numbers, plating, unplating, passivating, heat numbers, lot numbers, and the hardness of the items. The Certificates of Conformance include information on the material specifications, pieces, Heat Codes, serials, chemical analysis, and the mechanical properties of the items. The Certificates are printed on plain paper, on the printer designated as the Other Printer in the Printer Assignments. TEXT MESSAGES You can create note text in the Messages program that will be printed on the certificates instead of the standard text from FASPAC. For a Certificate of Conformance, there are two types of notes: CCC1 (beginning text) and CCC1B (ending text). For a Certificate of Compliance, there is only one note type: CCC2. All notes types can be set up for a specific customer, a customer group, or all customers (ZZZZZ). The program checks for the note text as follows: Application CUST CUSTG CUST Customer customer account number on the order customer message group defined in CP/MAI ZZZZZ (for all customers) The first note found will be used for the text. If a note is not found, the standard FASPAC text is printed. Refer to the Messages Reference Manual in Volume 5 for information about creating notes and messages.

57 ENTRY/INQUIRY SCREEN ONE Field Whse Description Enter the warehouse number from which to print the item information. To include items from orders in all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Print For All Customers? Enter Cust No To Print Y Print certificates for all customers. N Specify a customer for which to print certificates. This field is displayed only if you entered N in the Print For All Customers? field.2 Enter the customer number for which to print certificates. Error Message: Customer Not Found The Customer Number entered is not in the Customer File. Enter a valid Customer Number and press Skip. Print For All Orders? Print From Order No. Print To Order No. Y Print certificates for all eligible orders. N Specify a range of orders for which to print certificates. These fields are displayed only if you entered N in the Print For All Orders? field. Enter the first and last order numbers in the range. Do not enter the leading zeroes, the dash or the suffix. Print (1) Certificates of Conformance or (2) Compliance Select the certificate to print. 1 Print a Certificate of Conformance. 2 Print a Certificate of Compliance.

58 Do You Want To Continue? Y Move to the next appropriate screen. N Exit the program. CONFORMANCE ENTRY/INQUIRY SCREEN TWO Field Signed By Title Shipped Date Line IDENTIFICATION INFORMATION Applicable Material Specification Pieces Heat or Heat Codes Serials Remarks Chemical Analysis Mechanical Properties Remarks All entries OK? Description Enter the name or initials of the person who will sign the Certificate of Conformance. Enter the title of the person who will sign the Certificate of Conformance. Enter the ship date in MMDDYY or MMDDYYYY format. The first line number on the specified order displays. This line number can be accepted or you can scroll forward and back through the list of line numbers. If a range of orders was specified, entering CHG. in this field accesses the next order number in the specified range. Enter information in these fields for each line number specified. This information prints on the certificate. Each field is optional and can be left blank. There are four lines. Y All the displayed entries are correct. Display the following field. N One or more entries are incorrect. Return the cursor to the Applicable Material Specification field.

59 Print the Certificate? Re-Print Certificate? Y Print the Certificate of Conformance with the displayed information. N Return the cursor to the Line field without printing the Certificate of Conformance. Y Re-print the Certificate of Conformance. N Do not re-print the Certificate of Conformance. The cursor returns to the Line field. You can enter another line number or press CMD to exit. COMPLIANCE ENTRY/INQUIRY SCREEN TWO Field Signed By Title Shipped Date Line IDENTIFICATION INFORMATION Military Standard P/N Plated Unplated Passivated Heat Number Lot Number Hardness Description Enter the name or initials of the person who will sign the Certificate of Compliance Enter the title of the person who will sign the Certificate of Compliance. Enter the ship date in MMDDYY or MMDDYYYY format. The first line number on the specified order displays. This line number can be accepted or you can scroll forward and back. If a range of orders was specified, entering CHG. in this field accesses the next order number in the specified range. Information is entered in the following fields for each line number specified. This information is printed on the certificate. Each field is optional and can be left blank.

60 Remarks All entries OK? Print the Certificate? Re-Print Certificate? There are four lines. Y The displayed entries are correct. Move to the following field. N One or more entries are incorrect. Return the cursor to the Military Standard P/N field. Y Print the Certificate of Compliance with the displayed information. N Return the cursor to the Line field without printing the Certificate of Compliance. Y Re-print the Certificate of Compliance. N Do not re-print the Certificate of Compliance. The cursor returns to the Line field. You can enter another line number or press CMD to exit. SAMPLE CERTIFICATE OF COMPLIANCE

61 ORDER PROCESSING REPORTS (OP/OPR) BOOKED INFORMATION REPORT (OP/OPR/OBI) This report lists the value and quantity of orders that have been entered (or booked). You can include orders for customers, salesmen, or order takers. If you print orders for customers, detailed information is always included. If you print orders for salesmen or order takers, you can specify whether to include detailed information. For example, if you select salesman sequence and detail mode, information is printed for each customer with the specified Salesman codes, including the salesman totals. If you selected summary mode, only the salesman totals are printed. You have the option of calculating values using a three-month average. If you choose this option, the value calculated for each month is an average of that month plus the two previous months. The report program uses the Open Order and Invoice Detail files to calculate the values and quantities. For calculations to be accurate, invoice detail must be saved for the current year. The information for the months in the prior year is stored in a file created by Monthly Update (MU). The calculated values are the net of all order cancellations, line items with credit totals, changes made through the Substitute Item program, and backorders.

62 ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number. For all warehouses, leave this field blank and press Skip. To exit the program, press CMD+Q. Print By Customer Alpha, Salesman Number, or Order Taker? Print Whole File? From Thru Select the sequence in which to print the order information. C Print the order information for each customer, in alphabetical order. S Print the order information for each salesman. O Print the order information for each order taker. Y Print the order information for all customers/salesmen/order takers. N Specify a range of customers/salesmen/order takers. These fields are available only if you entered N in the Print Whole File? field. Enter the range of customer names, salesman numbers, or order taker initials. Print Detail? Print using 3 month averaging? Continue? The default is Y. It cannot be changed if you are printing the report in customer sequence. Y Calculate the values based on the average of that month and the two previous months. N Calculate the values for each individual month only. Y Print the Booked Information Report as specified. N Exit the program without printing the Booked Information Report.

63 SAMPLE REPORT

64 OPEN ITEMS BY DATE WANTED (OP/OPR/OID) The Open Items By Date Wanted program prints item information from Customer Orders in the Open Order File. The list of items is printed in date wanted sequence, based on the date found in the Item Date Wanted field (not in the Order Header). Orders in one or all warehouses, and for one or all customers can be included. ***This program is available only if the System Master File (SYS/OPS) is flagged to require an Item Date Wanted in the Order Entry programs.*** ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to print the open item information. To include open item information from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Print For All Customers? Y Print the open item information for all customers. N Specify a customer number for which to print open item information.

65 Print For Customer This field is displayed only if you are specifying a customer number for which to print open item information. Enter the customer number for which to print the open item information. Error Message: Customer Not Found The Customer Number entered is not in the Customer File (CP/MAI). Press Skip to acknowledge this message and enter a valid Customer Number. Correct? This field is displayed only if you are specifying a customer number for which to print open item information. It refers only to the entry made in the Print For Customer Number field. Y Accept the entry and move the cursor to the next field. N Move the cursor back to the Print For Customer Number field. Print Thru Date The sign on date is displayed. Press Return to accept this date or enter another date in MMDDYY or MMDDYYYY format. Only orders with a date equal to or prior to this date are considered for the listing. Note: The date referred to in this field is the date entered in the Item Date Wanted field (not in the Order Header). Print Item Descriptions? Print For All Salesman? Print for Salesman Number Y Print the item descriptions on the listing. N Exclude the item descriptions from the listing. This field is displayed only if you are printing the list for all customers. Y Print all open items, regardless of the salesman on the order. N Print only those items that are on orders belonging to a specific salesman. This field is displayed only if you are printing the list for a specific salesman. Enter the salesman number that must be on the open order for the item to be included on the listing. Error Message: Salesman Not Found The Salesman Code entered is not in the Salesman File (SA/MAI). Press Skip to acknowledge this message and enter a valid Salesman Code.

66 Correct? This field is displayed only if you are printing the list for a specific salesman. It refers only to the Print For Salesman Number field. Y Accept the entry and move the cursor to the next field. N Move the cursor back to the Print For Salesman Number field. Print For All Account Classes? Print For Account Class Y Include all applicable open items on the listing, regardless of the Account Class of the customer on the order. N Include only those items on customer orders with a specific Account Class. This field is displayed only if you chose to include order items for customers with a specific Account Class. Enter the Account Class that a customer order must have in order for the item to be included on the listing. Correct? This field is displayed only if you chose to include order items for customers with a specific Account Class. It refers only to the Print For Account Class field; if N is entered, the cursor returns to that field. Y Accept the entry and move the cursor to the next field. N Move the cursor back to the Print For Account Class field. Print Items With On Hand Only? Do You Want To Continue? Y Include items only if there is an existing on-hand quantity. N Include all specified items, regardless of whether or not there is an existing on-hand quantity. Y Print the Open Items By Date Wanted Listing as specified. N Exit the program without printing the Open Items By Date Wanted Listing.

67 SAMPLE REPORT

68 OPEN ORDER LISTING (OP/OPR/OOL) The Open Order Listing program reports items that are eligible to be shipped. The eligibility of items is based on the receipts made since the last time the Receipts Register (REC/RR) was cleared. Once the Open Order Listing is run and the receipts are cleared, the REC/RR at the end of the month will not include the cleared receipt totals. If you are using these totals to post to the inventory balance on the GL, they may be wrong. All or some of the records in the Receipts Register file can be included. You can include receipts from vendors (REC/RPO, RNO), receipts from plating/rework orders (WIP/RPR), receipts from warehouse transfers (WHT), and receipts from kit orders (WIP/RPK). Orders with a status code of Z or X do not print. Items that can be shipped are reported in two formats: OOL-1 In item sequence; each order that an item appears on is listed under the item; orders are listed in numeric sequence OOL-2 In order number sequence; all items on an order print; each item on an order that can be shipped (based on the Receipts Register file) is flagged with either xx (if received in multiple warehouses) or an individual warehouse number The following codes are printed on the Open Order Listing: O Customer Order D Master Kit Order (the item received is a component item) P Plating/rework Order W Warehouse Transfer Order K Kit Order ENTRY/INQUIRY SCREEN

69 Field Whse Description Enter the warehouse number from which to list the items that can be shipped. To include items from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Include Non-Inventoried (*) Items? Y Include non-inventory items (* items) on the listing. N Include only FASPAC items (not non-inventory items) on the listing. Beginning Receipt Date This field allow you to specify a range of receipt dates. The sign on date displays. Press Return to accept this date or enter another date in MMDDYY or MMDDYYYY format. To use the earliest receipt date possible, press Skip while the cursor is on the first character in this field. Ending Receipt Date This field allow you to specify a range of receipt dates. The date entered in the Beginning Receipt Date field displays. Accept this date by pressing Return or enter another date using the MMDDYY or MMDDYYYY format. Include Rework Orders? Include Warehouse Transfer Orders? Y Include items that were received from a rework order. N Exclude items that were received from a rework order. Y Include items that were received from a warehouse transfer. N Exclude items that were received from a warehouse transfer.

70 Include Kitting Orders? Print Available Tag Information? Clear Receipts Register For Items Printed? Y Include items received from a kitting order. N Exclude items received from a kitting order. Y Print the available Tag information for each item on the listing. N Do not print the available Tag information for each item on the listing. Y The Receipts Register Records are deleted for each item printed on this listing. N The Receipts Register Records are not deleted for each item printed on this listing. Note: We suggest that you print the Open Order Listing prior to clearing the Register (REC/RR). Any Changes? Continue? Y The cursor moves to the first field. You can change the entries, or press Return in each field to keep the entries. N You do not want to change any entries. Y Print the Open Order Listing as specified. N Exit the program without printin g the Open Order Listing.

71 SAMPLE REPORT

72 ORDERS TO BE RELEASED REPORT (OP/OPR/OTBR) Use this report to print a list of open orders. You can specify one or all warehouses, specific order due dates, or specific order takers. Note: Before you run this report, enter Y in the 11 Date Wanted To Be A Real Date field in Order Processing Specifications (SYS/OPS). ENTRY/INQUIRY SCREEN Field WHSE Description Enter the warehouse number. To consider open orders in all warehouses, leave this field blank and press Skip. All orders will print on one report, not per warehouse. Note: The report runs faster if you enter one warehouse instead of requesting orders from all warehouses. To exit the program, leave this field blank and press CMD. From Order Due Date Thru Order Due Date Sort By Order Taker Enter the range of order due dates. For the oldest date, press Skip in the From field. For the most recent date, press Skip in the Thru field. Y Sort the orders by order taker number, by customer short name, by order number. N Sort the orders by customer short name, by order number.

73 Print for All Order Takers? From Order Taker Thru Order Taker Continue? Y Print a report for all order takers. Each order taker starts on a new page. N Specify a range of order takers. These fields are displayed only if you entered N in the previous field. Enter the range of order takers. For one order taker, enter it in both fields. Y Print the report for the specified order takers. N Exit the program without printing the report. SAMPLE REPORT The report lists the following information. For each order: Order Date Ship Date (only if the order has been processed through Shipping Conformation and not through Invoice Calculation) Customer Name Order Number Order Status

74 For each inventory item: Line Number FP Item Number Item Description Quantity Ordered Unit of Measure Extended Price Quantity On-Hand Quantity Committed For each non-inventory item: Line number *ITEM is printed in the Item column UNKNOWN ITEM is printed in the Description column Quantity ordered Extended price

75 ON TIME PERFORMANCE REPORT (OP/OPR/OTR) The On Time Performance Report program prints the performance rate of invoice items that are shipped and received by customers on time. The figures are based on the invoice line item s due date and the date the invoice was shipped. This program checks the Invoice File only. Orders entered in Shipping Confirmation (OP/SHP/SC) and not updated by Invoice Calculation are not considered. An item is considered shipped on time if any quantity was shipped by the due date. Backordered lines and lines with zero shipped will be considered not shipped on time if the due date is equal to or prior to the ship date and no quantity was shipped. The total number of lines will be the total lines shipped plus the total lines backordered that were not on time. A backordered line is not considered if it was not scheduled to be shipped. An item is considered shipped complete if the backordered quantity is zero, or the quantity shipped is equal to the ordered quantity, even if there is a backordered quantity. To keep this report accurate, it is necessary to keep the due dates for each line item accurate. The due dates may be changed in Substitute Items (OP/SUB) or in the second screen of Shipping Confirmation (OP/SHP/SC). The On Time Performance Report can be printed for all or a range of salesman or customers. You can print the rates of each customer or salesman on a single page, or you may print them consecutively. A total page prints at the end of the report for all customers or salesmen included. ENTRY/INQUIRY SCREEN ONE

76 Field Use Salesmen or Customers? Description S Print the On Time Performance Report for all or a range of salesman. C Print the On Time Performance Report for all or a range of customers. See the following field explanations that apply to the option selected. BY SALESMAN ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number in which to calculate the on-time performance of invoice items. To include invoice items from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Print for ALL Salesmen? From Salesman Number Thru Salesman Number Y Calculate the performance rate of all invoice items in the file. N Calculate the performance rate of items on invoices assigned to specific salesmen. These fields are displayed only if you selected not to print the report for all salesmen (N entered in the field above). Enter the range of salesman numbers that can be on an invoice. Only those items on an invoice that is assigned to one of the salesmen specified in this range will be included on the On Time Performance Report.

77 Print for ALL Dates? From Date Thru Date Y Calculate the performance rate of all specified invoice items, regardless of the invoice date. N Calculate the performance rate of invoices with specific dates only. These fields are displayed only if you selected not to print the report for all dates (N entered in the field above). Enter the range of dates that can be on an invoice. Only those items that are on an invoice with one of the dates specified in this range will be included on the On Time Performance Report. Note: The dates must be entered using the MMDDYY or MMDDYYYY format. Print One Salesman/page? Continue? Y Print the on time performance rates of each salesman on a separate page. N Print the on time performance rates of each salesman consecutively. Y Print the On Time Performance Report as specified. N Exit the program without printing the On Time Performance Report. BY CUSTOMER ENTRY/INQUIRY SCREEN Field Description

78 Whse Enter the warehouse number in which to calculate the on-time performance of invoice items. To include invoice items from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Print for ALL Customers? From Customer Number Thru Customer Number Y Calculate the performance rate of all invoice items in the file. N Calculate the performance rate of invoice items for specific customers only. These fields are displayed only if you selected not to print the report for all customers (N entered in the field above). Enter the range of customer numbers to consider for the report. Only those items on an invoice that was created for one of the customers specified in this range will be included on the On Time Performance Report. Print for ALL Dates? From Date Thru Date Y Calculate the performance rate of all specified invoice items, regardless of the invoice date. N Calculate the performance rate of invoices with specific dates only. These fields are displayed only if you selected not to print the report for all dates (N entered in the field above). Enter the range of dates that can be on an invoice. Only those items that are on an invoice with one of the dates specified in this range will be included on the On Time Performance Report. Note: The dates must be entered using the MMDDYY or MMDDYYYY format. Print One Customer/page? Continue? Y Print the on time performance rates for each customer on a separate page. N Print the on time performance rates of each customer consecutively. Y Print the On Time Performance Report as specified. N Exit the program without printing the On Time Performance Report.

79 SAMPLE REPORT

80 SALES ORDERS BY DATE WANTED (OP/OPR/SOD) The Sales Orders By Date Wanted program prints a list of Customer Orders in the Open Order File. The list of orders is printed in date wanted sequence, based on the date found in the Order Header (not the Item Date Wanted field). Orders in one or all warehouses, and for one or all customers can be included. ***For orders to print in correct sequence, the System Master File (SYS/OPS) must be flagged to use a real date. Orders entered prior to SYS/OPS being flagged to use a real date may not print in the correct sequence because the date is stored as entered (such as MMDDYY), whereas the date entered is stored in the YYMMDD format when SYS/OPS is flagged to use a real date.*** The Sales Orders by Date Wanted is a useful report when expediting Customer Orders. You can select to include the on-hand and on-order quantity of each item, or only those items that have an on-hand quantity. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to print the order information. To include orders from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Print For All Customers? Y Print order information for all customers. N Specify a customer number for which to print order information.

81 Print For Customer Number These fields are displayed only if you are specifying a customer number for which to print order information. Enter the customer number for which to list the orders found in the Open Order File. Error Message: Customer Not Found The Customer Number entered is not in the Customer File (CP/MAI). Press Skip to acknowledge this message and enter a valid Customer Number. Correct? This field refers to the entry made in the Print For Customer Number field. Y Accept the entry and move the cursor to the next field. N Move the cursor back to the Print For Customer Number field. Print Thru Date The sign on date displays. Press Return to accept this date or enter another date in MMDDYY or MMDDYYYY format. Only orders with a Date Wanted in the Order Header Record that is equal to or prior to this date are considered for the listing. The following fields are displayed only if you have selected to print the report for all customers. Print For All Salesman? Print For Salesman Number Y Include all applicable orders on the listing, regardless of the salesman. N Include only those orders assigned to a specific salesman. This field is displayed only if you chose to include orders assigned to a specific salesman. Enter the salesman number that an order must have in order to be included on the listing. Print Items With On Hand Only? Do You Want To Continue? Y Include items only if they have an on-hand quantity. N Include all specified items, regardless of whether or not they have an on- hand quantity. Y Print the Sales Order By Date Wanted Listing as specified. N Exit the program without printing the Sales Order By Date Wanted Listing.

82 SAMPLE REPORT

83 SHIPPED ORDERS TO BE INVOICED (OP/OPR/SOI) The Shipped Orders To Be Invoiced program prints Customer Order information. This report provides an easy way to check the processing done in the Shipping Confirmation program (OP/SHP/SC). This program checks all open orders with a status of Z. If a status Z order has been found and is not in the file which will process the Order Invoice Calculation (INC), it should be entered in OP/COS and confirmed again in Shipping Confirmation (SC). We recommend that this report be used as part of the Invoicing Procedure. It is much easier to correct an error PRIOR to creating an invoice than it is to correct an error AFTER creating an invoice. Reminder: If Shipping Confirmation is done on a Customer Order before an error is discovered and cleared, see Shipping Confirmation (OP/SHP/SC) on page 43 for detailed information on accessing an order that has previously been shipped confirmed. This report prints in order number sequence. Customer Orders in one or all warehouses, for all or a range of customers, and or one or all Salesman Codes can be included. Shipped Orders To Be Invoiced uses the cost in the System Master File (SYS/IMS). If this cost is ACW, the Average Cost for the warehouse in which the order was entered is used. If this cost is REC, the cost in the Tag Records committed to the item is used. If Tag Records have not been committed; the cost is calculated as zero. Whenever the cost is zero, the report uses the Warehouse Average Cost (as long as it is not zero). If it is zero, the report uses the Corporate Average Cost. If both the Warehouse Average Cost and the Corporate Average Cost are zero, zero is used as the cost and * prints next to the cost field. Line items may be printed in item number or short name sequence, or excluded completely from the report. If line items are included, those that have a calculated gross profit margin that is less than the Low Gross Profit Percent in the System Master File (SYS/OPS) are flagged with an asterisk (*). ENTRY/INQUIRY SCREEN

84 Field Whse Description Enter the warehouse number from which to print information on the orders to be invoiced. To print information from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Print For All Customers? From Customer Number Thru Customer Number Y Print information on shipped orders for all customers. N Specify a range of customers for which to print the shipped order information. These fields are displayed only if you are specifying a range of customers for which to print the shipped order information. Enter the range of customers. To move the cursor back to the Print For All Customers field, leave this field blank and press Skip. To print the shipped order information for one customer only, enter the same number in both fields. Print For All Order Numbers? From Order Number Thru Order Number Y Consider all order numbers when searching for the shipped orders. N Specify a range of order numbers to consider. These fields are displayed only if you are specifying a range of order numbers to consider when searching for shipped orders. Enter the starting and ending order numbers for the range. Do not enter the leading zeroes, the dash or the suffix. To use the lowest order number as the beginning of the range, leave the first field blank and press Return. If this option is selected, displays in the field. To end the range with the highest order number, leave the second field blank and press Return. If this option is selected, displays in the field. Print For All Salesman? Y Print all the specified shipped orders, regardless of the salesman assigned to the order. N Print only those shipped orders that have a specific salesman assigned to the order.

85 From Salesman Thru Salesman These fields are displayed only if you chose to print shipped orders that have a specific salesman assigned to the order. Use the fields below to specify the range of salesman numbers that may be on the order. Enter the first and last salesman numbers in the range. To move the cursor back to the Print For All Salesman field, leave this field blank and press Return. To specify one salesman number that must be on an order for it to be printed, enter the same number in both fields. Print Item? Continue? I Print the line items in item number sequence under each order on the report. S Print the line items in short name sequence under each order on the report. D Do not print the line items on the report. Y Print the Shipped Orders To Be Invoiced Report as specified. N Exit the program without printing the Report. Error Message: FR Posting Account Not Set Up, SKIP to Exit The Freight Posting Account is not in the Posting Account File. Press Skip to acknowledge this message and to exit the program (PAE). See the Posting Accounts Reference Manual in Volume 1 for detailed information.

86 SAMPLE REPORT

87 SALES ORDER LISTING (OP/OPR/SOL) The Sales Order Listing program prints a list of open Customer Orders (orders with a Status Code other than INVOICED), from one or all warehouses. The Sales Order Listing provides a wide variety of options so that a report can be tailored to your needs. Using some of the options provided you can select to specify a range of order dates, exclude back orders, and print in Order Number, Customer Name or Number, Item Number, Date Wanted, or Salesman Code sequence. We recommend that a complete Sales Order Listing be printed at the end of each month, as a way to review all open orders in the system. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to print a list of open Customer Orders. To include orders from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Note: You cannot print for all warehouses when printing in date wanted sequence. Date wanted is warehouse specific. An individual warehouse must be selected when printing in this sequence.

88 Print From Order Date Thru Order Date These fields allow you to specify the range of order dates to include on the listing. The sign on date displays in the first field. Press Return to accept this date or enter another date in MMDDYY or MMDDYYYY format. Enter the last date in the range in the second field. To begin the range of Order Dates using the oldest date, leave this field blank and press Skip. To end the range of Order Dates with the most current date, leave this field blank and press Skip. Include Open Only, Back Only Or All Orders? Print By Order, Customer, Item, Date Wanted Or Salesman? O Print original orders only (orders with a suffix of -00) B Print back orders only (orders with a suffix other than -00); A Print all orders (original and back orders) Select the sequence in which to print the list of open orders: O Print in Order Number sequence C Print in Customer Sequence (name or number) I Print in FASPAC Item Number sequence D Print in Date Wanted sequence (this option uses the Order Header date - not the Item Date Wanted and is not available if the All Warehouse option was selected) S Print in Salesman Code sequence (this option uses the Salesman Code in the Order Header Record; customers print in numeric sequence within each Salesman Code) Note: The Date Wanted option should be used only if the System Master File (SYS/OPS) is flagged to use a real date. If orders are entered and then (SYS/OPS) is flagged to use a real date, only those orders entered after the flag was changed will print on the Sales Order Listing in the correct order. Dates are stored in the YYMMDD format when SYS/OPS is flagged to use a read date; they are stored as entered when SYS/OPS is not flagged to use a real date. Error Message: Date Sequence is Warehouse Dependent-Please Enter A Specific Warehouse The Print By Date Wanted option is not available when the All Warehouses option is used. Press Skip to acknowledge this message. The cursor moves to the Do You Want Another Sales Order Report field and you can begin again. Print in (A)lpha Or (N)umber Sequence? These fields are displayed only if you selected to print the list in customer sequence. A Print the orders in customer name sequence. N Print the orders in customer number sequence.

89 Print All Customers Or a Range? Print From Cust. No. Thru Cust No These fields are displayed only if you selected to print the list in customer sequence. A Print all customer open orders on the listing. R Specify a range of customers to include on the listing. These fields are displayed only if you are printing the listing for a RANGE of CUSTOMER NUMBERS. Enter the range of customer numbers to include on the listing. Error Message: Invalid Customer Number. SKIP The customer number entered is not in the Customer Master File (CP/MAI). Press Skip to acknowledge this message and enter a valid customer number. Print From Cust. Name Thru Cust. Name These fields are displayed only if you are printing the listing for a RANGE of CUSTOMER NAMES. Enter the range of customer names to include on the listing. Error Message: Invalid Customer Name. SKIP The customer name entered is not in the Customer Master File (CP/MAI). Press Skip to acknowledge this message and enter a valid customer name. Print For One Customer? This field is displayed only if you are printing the listing in ITEM NUMBER sequence. Y Include only orders for a specific customer. N Include orders for all customers. Enter Customer Number This field is displayed only if you are printing the listing in ITEM NUMBER sequence, for ONE CUSTOMER. Enter the number of the only customer to include on the listing. Only the open orders for the customer number specified in this field will be included on the listing. Print For One Order Taker? This field is displayed only if you are printing the listing in ORDER NUMBER sequence. Y Print only those open orders that were entered by a specific order taker. N Include all open orders, regardless of the order taker who entered the order.

90 Enter Initials of Order Taker This field is displayed only if you are printing the listing for ONE ORDER TAKER. Enter the order taker initials that must be on an open order for it to be included on the listing. Note: The order taker initials are assigned to the Order Header Record. Print All Salesman Or A Range? New Page For Each Salesman? This field is displayed only if you are printing the listing in SALESMAN sequence. A Print all open orders, regardless of the salesman. R Print only those open orders assigned to a specific salesman. This field is displayed only if you are printing the listing in SALESMAN sequence. Y Print the open orders for each salesman on a separate page. N Print the open orders for each salesman consecutively on the report. Print From Salesman No. Thru Salesman No. Print In Line, Item or Item Date Wanted sequence Within An Order? These fields are displayed only if you are printing the listing for a RANGE of SALESMEN. Enter the first and last salesman numbers in the range. This field is not available if you are printing the listing in ITEM NUMBER sequence. Select the sequence in which to print each line item for each order number. L Print in line number sequence (print in the sequence the items were entered. I Print in FASPAC Item Number sequence. D Print in Item Date Wanted Sequence [the System Master File (SYS/OPS) must be flagged to require an Item Date Wanted In Order Entry]. The following four fields apply to all selected options. Enter Business Type To Print (SKIP for all Types) Enter a Business Type Code. Only orders for customers with the specified Business Type Code in their Customer Records (CP/MAI) are included. To include orders without regard to the Business Type in the Customer File, leave this field blank and press Skip. Error Message: Invalid Business Type. SKIP to Re-enter. The Business Type Code entered is not on file in the System Code File (SYCD). Press Return to acknowledge this message. Either enter a valid Business Type Code or select the All Business Types option.

91 Continue? Do You Want Another Sales Order Report? Y Print the Sales Order Listing as specified. N Exit the program without printing the listing. Y The cursor moves to the Whse field so that parameters for next sales report can be entered. N Program is exited. SAMPLE REPORT The following errors may be printed on the Sales Order Listing: No Customer Record The Customer Record is not in the Customer File (CP/MAI). When this error message displays, the Out Of Balance error message also displays since the Customer Record doesn t exist, the total in CP/MAI is calculated at zero. Total Open Orders Out of Balance Total in CP/MAI The Open Order Amt. in the Customer Record (CP/MAI) is not the same as the total calculated by the Sales Order Listing program. Check the list of open orders for this customer or run OP/ORD. If the Sales Order Listing is correct, correct the Customer Record. If the Sales Order Listing is not correct, contact Prophet 21 Support for assistance.

92 STOCK LISTING (OP/OPR/STK) The Stock Listing program prints item information from the Open Order File in item number sequence. Order numbers print on the report under each item that appears on the order. The orders can be printed in date wanted sequence under each item. The Stock Listing includes all open orders for all inventory items; order information for noninventory items can be included or excluded. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to print the item information for open orders. To include open orders in all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Do You Want To Continue? Include Non-Inventoried (*) Items? Y Continue in the Stock Listing program. N Exit the program without running the Stock Listing. Y Include non-inventory items (* items) on the listing. N Include only standard FASPAC items on the listing (exclude noninventory items).

93 Print Orders in Date Wanted Seq.? Y Print the orders in date wanted sequence under each appropriate item. N Print the orders in the sequence in which they are located in the system. Note: The date wanted sequence is based on the date found in the Order Header (not the Item Date Wanted field). Do You Want To Continue? Y Print the Stock Listing as specified. N Exit the program without printing the Stock Listing. Error Messages No Warehouse Record No OP01 Record An item has been ordered in a warehouse and the item does not have an Item Warehouse Record for that warehouse. Create the appropriate Item Warehouse Record through the Inventory Maintenance program (IM/MAI). The Order Header Record for the specified Order Number is missing. Call Prophet 21 Support for assistance. SAMPLE STOCK LISTING

94 ORDER PROCESSING CUSTOMER QUOTES (OP/OPQ) CUSTOMER QUOTE MAINTENANCE (OP/OPQ/QMA) The Customer Quote Maintenance program displays customer quote information and provides a quick and easy way to edit item information. Line items can be edited or substituted through this program. The Order Desk program must be used to order and cancel items. Customer Quotes are available anytime prior to being purged through the Purge Quote File (OP/OPQ/POF). Only items with a HELD Status Code are available for editing. Items that have been ordered or canceled are not available to be edited. ENTRY/INQUIRY SCREEN

95 Field Whse Description Enter the warehouse number. For all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Quote Enter the quote number. Once a Customer Quote is selected, the Customer Quote Detail Screen is displayed. To display all the quotes belonging to a specific customer, leave this field blank and press Skip. Error Message: Invalid Quote Number -SKIP The Quote Number entered is not in the Quote File. Either the number was entered incorrectly or the quote has been purged (OP/OPQ/POF). Press Skip to acknowledge this message and begin again. Cust Enter the name or number of the customer for which to display the list of quotes. If you are unsure of the complete name or number, you may access the list of valid customers by entering the first few characters of their name, customer number, or phone number and pressing the appropriate function key. Once a valid customer is displayed, use F3 to scroll forward and F4 to scroll backward through the list. To accept the displayed customer, press Return. Once a valid customer is accepted, the list of quotes displays and the cursor moves to the Select field. SELECT Use the function keys to help you find a quote number. F1 Redisplays the list from the beginning. This function can only be used if F3 had previously been pressed to display the next screens. F3 Displays the next screen of quotes. This function can only be used if the list of quotes cannot be displayed completely on one screen. END OF FILE displays at the bottom of the screen when you have reached the end of the quote list. Once you have located the quote number, enter the corresponding line number to display the Customer Quote Detail Screen (a list of all line items on the quote). To move the cursor back to the Cust field, leave this field blank and press Skip or CMD.

96 QUOTE DETAIL SCREEN - ENTRY/INQUIRY SCREEN Field Enter Line Description Use the function keys to assist you in locating the desired line item and/or change the prices on the quote. F1 Redisplays the list of line items from the beginning. This function can only be used if F3 or F6 had previously been pressed. F3 Displays the following screen of line items. This function can only be used if there are more line items than can be displayed on one screen. F6 Allows you to enter a specific line number with which to begin displaying the list of items. F8 Allows you to change the prices on the quote when the status is HELD. See page 97. Once you have located the desired line item, enter the corresponding line number. The Item Detail Screen displays. See page 97.

97 CHANGE PRICES - ENTRY/INQUIRY SCREEN Field Change From Line Thru Line Method Description Enter the range item line numbers for which to change the prices. To change the prices of one line number only, enter the same number in both fields. Select the price to change or press Skip to return to the previous field. L List price R Replacement cost C Corporate average cost V Current value W Average warehouse cost T Vendor price table P Price like table Q Current quote cost Multiplier Enter the figure with which to multiply the price of the indicated costing method. Enter the number in decimals, rather than as a percentage. For example, = 10%. This would take 10% of the current costing method, i.e.: x 10 = Build A Warehouse Note Line Y Create a warehouse note line indicating the price change. N Do not create a warehouse note line indicating the price change.

98 ITEM DETAIL - ENTRY/INQUIRY SCREEN Field SELECT Description Enter the line number of the field you want to edit. To return to the Quote Detail Screen, leave this field blank and press Return. Error Message: Quote Line Has Been Ordered or Canceled The Quote Line selected has a Status Code other than Held and can not be edited through this program. Press Skip to acknowledge this message and begin again. Note: To edit an item that has an Ordered Status Code, use the Substitute Items program (OP/SUB). All of the following fields may edited. Item This field should be selected only if you want to substitute the displayed item with another item. Enter the new item number. Note: This can only be done for non-inventory items (* items). For inventory items, it must be done in OD. Qty Cost The quantity of the item quoted. The cost of the item to you. If the entry in this field is left at.00, the cost is calculated for the sales reports using the selling price and the non-inventory multiplier in the System Master File (SYS/ARS).

99 Price Disc UM Date Wanted Del Date Eff Days Tax Note Type The price of the item to the customer, per the unit of measure. Whether or not a discount must be entered with a minus sign is determined by the flag in the System Master File (SYS/OPS). A zero value indicates no discount. The item s unit of measure. If the System Master File is flagged to use a real date, a date must be entered in the valid date format. The option to enter an Item Date Wanted is available only if the System Master File (SYS/OPS) is flagged to do so. The date the customer wants this item delivered. A valid date format must be used. The number of days this quote is effective. Y The item is taxable. N The item is not taxable. There are nine note lines, numbered from Select the line number of the note line to create or edit and select one of the following note types. W warehouse note - prints on the right hand side of the pick list. This area usually is a tear off section or a blacked out section so the customer does not see this type of note. P Pick list note - prints in the body of the pick list directly below the item description [or, if applicable, directly below the Item Msg/Note set up in the Messages program (MSGS)] with Note Type of DESC. I Invoice and pick list note - prints in the body of the pick list and invoice directly below the item description [or if applicable, directly below the Item Msg/Note set up in the Messages program (MSGS)] with Note Type of DESC. N original invoice (-00) only note - prints in the body of the original invoice directly below the item description [or, if applicable, directly below the Item Msg/Note set up in the Messages program (MSGS)] with Note Type of DESC. This note does not print on pick lists or back order invoices. DE Delete the selected note line. Once a note type is selected, you may enter up to 49 alphanumeric characters of your choice. The following fields are updated by the system and cannot be changed. Ord Date Stat Extension The sign on date when the Customer Quote was entered. The item s Status Code. Only items with a Status Code of HELD can be edited. The extended selling price. This value is calculated using the entries in the Qty, Price, and UM fields.

100 Cont Opr If a Contract was specified when the item was originally entered, the Contract Number displays. The initials of the person who originally entered the Customer Quote.

101 COPY A CUSTOMER QUOTE (OP/OPQ/QCPY) The Copy A Customer Quote program creates a new Customer Quote or appends an existing Customer Quote based on all or a range of lines from an existing Customer Quote. A Customer Quote is available to be copied any time prior to being purged through the Purge Quote File (OP/OPQ/POF). ENTRY/INQUIRY SCREEN Field Copy from Quote Description Enter the number of the existing quote to copy. Error Message: Invalid Quote Number! - SKIP The Quote Number entered is not a valid number in the system. Press Skip to acknowledge this message and begin again. All Lines or Range Starting Line Ending Line A Copy all lines from the quote. R Copy a range of lines from the quote. These fields are available only if you selected to copy a RANGE of lines from the specified quote. Enter the first and last line numbers in the range to be copied. To copy one line item only, enter the same line number in both the Starting Line field and this field.

102 Copy to Quote Enter an existing Customer Quote from the Quote File, to which the information will be copied. To create a new Customer Quote, based on the copied information, leave this field blank and press Skip or Return. The system automatically assigns a Quote Number and displays it in this field. Error Message: Cannot Copy a Quote To The Same Quote! The Quote Number entered in the Copy From Quote field was entered in the Copy To Quote field. Press Skip to acknowledge this message and move the cursor back to the Copy To Quote field. Enter a different Quote Number or press Skip to create a new Quote. Customer This field is displayed only if you are copying the quote information to a NEW quote. Enter the Customer Number the quote is for. Error Message: Unknown Customer! - SKIP The Customer Number entered cannot be found in the Customer File (CP/MAI). Press Skip to acknowledge the message and enter a valid Customer Number. Warehouse This field is displayed only if you are copying the quote information to a NEW quote. Enter the warehouse number in which to store the new quote. Error Messages: Invalid Warehouse Number - SKIP The Warehouse Number entered cannot be found in the System Code File (SYCD). Press Skip to acknowledge this message and enter a valid Warehouse Number. Warehouse MUST be Filled In! - SKIP The Warehouse field was left blank. A Warehouse Number must be specified. Press Skip to acknowledge this message and move the cursor back to the Warehouse field. Enter a valid Warehouse Number.

103 Buyer Name All Status Codes? Enter Status To Copy This field is optional. You can enter the name of the buyer, who will receive the quote or leave this field blank and press Skip. Y Copy all of the specified line numbers, regardless of the Status code. N Copy only those line numbers that have a specific Status code. This field is displayed only if you selected to print those line numbers that have a specific Status Code. Enter each Status Code (H, O, C, Q) to copy and press Return. If a line item does not have one of the Status Codes specified, it will not be copied. When you have finished, press Skip to display the following field. Continue? Y Copy the quote as specified. N Exit the program without copying the quote. Error Messages: Item Does Not Exist in Warehouse - SKIP Quote To Append to Not Found! SKIP An item on the From Quote does not have a warehouse Master Record in the Warehouse assigned to the To Quote. Press Skip to acknowledge this message and to continue the copy process. This line item was not copied to the To Quote The Quote specified in the Copy To Quote field is not in the Quote File. Press Skip to acknowledge this message and begin again.

104 PRINT CUSTOMER QUOTES (OP/OPQ/PCQ) This program has been enhanced to function with or without company document output defaults defined in Document Output Defaults (SYS/FPS/DOD). Separate procedures are provided for each print control method. Note: Use the procedures in Print Using DOD Settings if DOD defaults are set up for Quotes. Otherwise, use the procedures in Print Without Using DOD Settings, which are the same as those used in FASPAC Release 3.5. PRINT USING DOD SETTINGS Use this program to print customer quotes. HEADING ADDRESSES You can specify if quotes will be printed with either your company address, the appropriate warehouse address, or without your company or warehouse address. If you are using quote forms preprinted with your company/warehouse address, be sure to answer N to "Print Company Address?" FORM CHOICES, PRINTER ASSIGNMENTS Quotes can be printed on plain paper, on the standard quote form, or to a laser printer. Quotes print to the Other printer. Note: If printing quotes on forms, set the printer to 12 cpi. OPTIONAL OUTPUT TYPES If your system includes the Fax Modem module, quotes can be faxed directly to your customer in addition to or instead of printing them on paper or forms. If your system includes an Internet interface, quotes can be sent via directly to your customer in addition to or instead of printing them on paper or forms. PRINT SELECTIONS Quotes can be printed for one or all warehouses. All eligible or a range of quotes (by quote number or quote date) can be printed at any time. A quote is considered "eligible" for printing if it has never been printed.

105 TERMS The System Maintenance file (SYS/OPS) can be flagged to print either extended price or the delivery date on the quote. If the System Maintenance file is flagged to enter Quote Effective Days and Delivery Dates, the information prints on the quote if entered when the quote was created. PRICING If the Customer Master record is flagged to use the Price Per Each option, per each pricing prints on the quote. NOTES If a cross-reference note is attached to a line item, it prints beneath the Item Description. ATTENTION If the quote is printed on a form and valid Attention information can be printed, ATTN: prints below the customer name and above address line 1. Valid entries are, in order of use: The entry in the Buyer field of the quote. The first note line on the first item, if the note begins with ATTN: (all note types are considered) The entry in the Business Contact field of the Customer Master record (CP/MAI). The ATTN: line is excluded if none of the valid contact sources exist. A lead sheet prints if you send the quote via Fax. See the Fax Modem Reference Manual in Volume 5 for additional information about fax lead sheets. IDENTIFICATION OF ORIGINALS, COPIES, AND DUPLICATES Selectable rules make it easy to set defaults used to create quotes, to identify duplicates and to differentiate between printed and electronic copies. You can designate a default Original and a default Copy output type. Documents reprinted (or resent) to the Original output type are identified as Duplicate. Documents printed or reprinted to other than the Original output type are identified as a Copy. Reprint options allow you to recreate an original by suppressing the Duplicate message. Company-wide default output types are set up in the Document Output Default (SYS/FPS/DOD) program. Customer and Customer Ship-To specific defaults are set-up using the F5-Print/Fax function in CP/MAI and CP/STM, respectively.

106 ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to print the quotes. To include quotes from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Range To Print A All Eligible. Q Specify a range of quotes to print (by quote number). D Specify a range of quotes to print (by quote date). Note: If you print All Eligible or enter N to Reprint (below), Original and Copy output print to the default output types. Default output types are selected on a hierarchical basis, using the first non-blank values set-up in Customer Ship-To Maintenance (CP/STM), Customer Maintenance (CP/MAI) or Document Output Defaults (SYS/FPS/DOD).

107 If you entered A to print all eligible quotes, the cursor moves to the Print Item Discount field. See page 109. If you entered Q to print a range of quotes by quote number, the following fields appear. Customer Quote From Customer Quote Thru Enter the range of quote numbers to print. For one quote, enter the number in the first field and press Return in the second field. The cursor moves to the Reprint field. See below.

108 If you entered D to print a range of quotes by date, the following fields appear. Date From Date Thru Enter the range of quote entry dates to print. For one quote, enter the date in the first field and press Return in the second field. The cursor moves to the Reprint field. See below. The following field appears if you selected Q or D in the Range to Print field. Reprint Y You are reprinting the quotes. Additional fields appear. See below. N You are not reprinting the quotes. The cursor moves to the Print Item Discount field. See page 109. If you are printing quotes, the following fields appear: Reprint as Original or Copy Reprint only initial output type Print "Duplicate" on Customer Quote Output To O Reprint using default original output type. C Reprint using default copy output type. F Reprint only Form output type. P Reprint only Plain Paper output type. X Reprint only Fax output type. E Reprint only output type. L Reprint only Laser output type. space Reprint all output types. Y Print the word Duplicate on reprinted original output type. N Print the word Original on reprinted original output type. F Print to a Form. P Print to Plain Paper. X Send by Fax. E Send by . L Print to a Laser printer. The cursor moves to the Print Item Discount field.

109 Error Message: Print Company Address Must Be Y or W When Faxing, Re- Enter The Print Company Address was not selected and the Fax option was selected. Either the company or warehouse address must be included when faxing. Press Skip to acknowledge this message; the cursor returns to the Print Company Address field. Specify either the company name and address (enter Y) or the warehouse name and address (enter W). Print Item Discount? Y Include the Item Discount information. N Exclude the Item Discount information. Note: The printed selling price does not include the discount percent. Print For All Line Status? Enter Status To Print Y Print all lines on the quote, regardless of the Order Status Code. N Print only those lines that have a specific Status Code. This field is displayed only if you are printing Customer Quotes that have a specific Order Status Code. Enter each Status Code to print (O = Ordered, C = Canceled, H = Held, Q = Quoted). Press Return after each entry. If a line item does not have one of the Status Codes specified, it will not be printed. When you have finished, press Skip to display the following field. Error Message: Invalid Status The Status Code entered is not a valid Status Code. Enter a valid Status Code (H, O, C, or Q). Print Company Address? Print Order Taker Or Salesman Name? Note types to print Y Print the company name and address (SYS/CIS). N Do not print the address (select this option if the forms include your company name and address). W Print the warehouse name and address (PO/WAM). O Print the order takers initials on the quote. S Print the salesman s name on the quote. Enter up to ten different note types previously entered in Order Desk (OD). Press Return after each note type. The notes associated with the note types are printed on quotes in the same order that you enter the note types here.

110 Message types to print Enter up to ten message types previously entered in Message/Note Maintenance (MSGS/MAI). The messages associated with the message types are printed in the same order that you enter the message types here. Continue? Want A Test Pattern? Y Print the quotes as specified. N Exit the program without printing the quotes. This field is displayed only if you selected to print the quotes on forms. Y Print a test pattern before printing the quotes. N Print the quotes immediately, without printing a test pattern. The following three fields are displayed only if the Fax option is selected and the entries in these fields print on the Facsimile Lead Sheet that is automatically generated. Fax To (Person) Displays the Business Contact from the Customer Record (CP/MAI). Accept this name by pressing RETURN or enter another name. The entry in this field prints below the Company Name and is preceded by ATTN:. Fax To (Number) Displays the fax number from the Customer Master Record (CP/MAI). Accept this entry by pressing Return or enter another number. Note: See the Fax Modem Reference Manual for detailed information on valid entries. Fax From (Person) The name of the person who is faxing this quote. PRINT WITHOUT USING DOD SETTINGS Use this program to print all or a range of Customer Quotes from the Quote on forms to the printer specified as the Other Printer in the Printer Assignments. The option to fax Customer Quotes is available if your system includes the Fax Modem module. Note: If printing Customer Quotes on forms, set the printer to 12 cpi. The System Master file can be flagged to print either extended price or the delivery date on Customer Quotes. If the System Master file is flagged to enter Quote Effective Days and Delivery Dates, this information prints on the Customer Quote (if entered when the quote was created). If the Customer Record is flagged to use the Price Per Each option, per each pricing prints on Customer Quotes. If a Cross-Reference note is attached to a line item, it prints beneath the Item Description.

111 If the Customer Quote is printed on a form, ATTN: prints below the Customer Name and above the Add Line 1 information (if a valid entry can be placed after the ATTN:). Valid entries are, in order of use: The entry made in the Buyer field at the time the quote was created The first Note Line on the first item if the note begins with ATTN: (any type of Note Line is considered) The entry in the Business Contact field of the Customer Record (CP/MAI) If none of these valid entries exists, the ATTN: line is excluded. If you print to the Fax option, a lead sheet prints automatically. See the Fax Modem Reference Manual in Volume 5 for detailed information regarding this option. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to print the quotes. To include quotes from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Print All Quotes? From Quote Number To Quote Number Y Print all quotes from the specified warehouse. N Print a specific range of quotes from the specified warehouse. These fields are displayed only if you selected to print a specific range of quotes by entering N in the previous field. Enter the first and last quote numbers in the range to print. Print Item Discount? Y Include the Item Discount information. N Exclude the Item Discount information. Note: The printed selling price does not include the discount percent.

112 Print For All Line Status? Enter Status To Print Y Print all lines on the quote, regardless of the Order Status Code. N Print only those lines that have a specific Status Code. This field is displayed only if you are printing Customer Quotes that have a specific Order Status Code. Enter each Status Code to print (O Ordered, C Canceled, H Held, Q Quoted). Press Return after each entry. If a line item does not have one of the Status Codes specified, it will not be printed. When you have finished, press Skip to display the following field. Error Message: Invalid Status The Status Code entered is not a valid Status Code. Enter a valid Status Code (H, O, C, or Q). Print To? P Print the customer quotes on plain paper. F Print the quotes on Customer Quote forms. X Fax the quotes to the customer. L Print the customer quotes on a laser printer. E Send the quotes to the customer s address specified in CP/STM or CP/MAI. If an address cannot be found, you are prompted to enter one. D Send the quotes to the Default output devices specified in CP/STM or CP/MAI. If output devices have not been specified, you are prompted to enter one or more. Note: You can specify more than one Default device, such as Form and E- mail. However, you cannot specify more than one printer device (such as Plain paper and Form) at the same time. Error Message: Print Company Address Must Be Y or W When Faxing, Re- Enter The Print Company Address was not selected and the Fax option was selected. Either the company or warehouse address must be included when faxing. Press Skip to acknowledge this message; the cursor returns to the Print Company Address field. Specify either the company name and address (enter Y) or the warehouse name and address (enter W). Print Company Address? Y Print the company name and address (SYS/CIS). N Do not print the address (select this option if the forms include your company name and address). W Print the warehouse name and address (PO/WAM).

113 Print Order Taker Or Salesman Name? Note types to print O Print the order takers initials on the quote. S Print the salesman s name on the quote. Enter up to ten different note types previously entered in Order Desk (OD). Press Return after each note type. The notes associated with the note types are printed on quotes in the same order that you enter the note types here. Message types to print Enter up to ten message types previously entered in Message/Note Maintenance (MSGS/MAI). The messages associated with the message types are printed in the same order that you enter the message types here. Continue? Want A Test Pattern? Y Print the quotes as specified. N Exit the program without printing the quotes. This field is displayed only if you selected to print the quotes on forms. Y Print a test pattern before printing the quotes. N Print the quotes immediately, without printing a test pattern. The following three fields are displayed only if the Fax option is selected and the entries in these fields print on the Facsimile Lead Sheet that is automatically generated. Fax To (Person) Displays the Business Contact from the Customer Record (CP/MAI). Accept this name by pressing RETURN or enter another name. The entry in this field prints below the Company Name and is preceded by ATTN:. Fax To (Number) Displays the fax number from the Customer Master Record (CP/MAI). Accept this entry by pressing Return or enter another number. Note: See the Fax Modem Reference Manual for detailed information on valid entries. Fax From (Person) The name of the person who is faxing this quote.

114 SAMPLE CUSTOMER QUOTE

115 QUOTE FILE PRINT (OP/OPQ/ODP) The Quote File Print program prints a list of customer quotes from the Quote File and provides cost, price, and gross profit percentage values. Once a customer quote is purged from the Quote File (OP/OPQ/POF), it is no longer included on this list. All or a range of quotes from the Quote File can be included. The cost, price, and gross profit percentage values can be printed in detail or summary format. If the Print Detail option is selected, the cost, price, extended cost, the extended price print for each line item and totals print for each quote and customer. If the Print Detail option is not selected, the cost, price, and gross profit percentage totals print for each quote only. Note: The cost used is the Warehouse Average Cost (ACW). ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to print the list of customer quotes. To include quotes from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD. Start Report Date The sign on date displays. Customer quotes with a date equal to or later that the date in this field are included. Press Return to accept this date or enter another date in MMDDYY or MMDDYYYY format. To consider quotes regardless of the date, press Skip while the cursor is on the first character in this field.

116 Sort Report By Customer Or Salesman? Print By Customer Number Or Shortage? Print For All Or A Range? Beginning Customer No, Name, Salesman Ending Customer No, Name, Shortage Print For All Quotes Or A Range? Beginning Quote Ending Quote Select the sequence in which to sort the customer quotes on the report. C Sort the quotes by customer number. S Sort the quotes by salesman. This field is displayed only if you are sorting the quotes by CUSTOMER. N Print the quotes in customer number sequence. S Print the quotes in short name sequence. A Print quotes for all customers or salesmen (depending on the option selected). R Print quotes for a range of customers or salesman (depending on the option selected). These fields are displayed only if you are printing quotes for a RANGE of customers or salesman. Enter the first and last customer numbers, names, or salesman numbers (depending on the option selected) with which to begin printing the report. A Print all quotes for the customer numbers, names, or short names specified. R Print a range of quotes for the customer numbers, names, or short names specified. These fields are displayed only if you are specifying a RANGE of quotes to print. Enter the first and last quote numbers in the range to be included on the report. To begin the range with the first quote found in the Quote File, leave the first field blank and press Skip. To end the range with the last Quote found in the Quote File, leave the second field blank and press Skip.

117 Print For Status? Enter the Status Code that a line item must have in order to be included on the report. A Print all line items, regardless of Status Code H Print all line items with Status Code of Held; these are items that haven t been confirmed on an order O Print line items that have been confirmed on an order C Print line items that have been canceled in the Order Confirmation portion of Order Desk Q Print line items that have been canceled immediately after being entered in Order Desk L Print line items with a gross profit percentage less than the one specified in the Enter Acceptable GP% field B Print the below minimum order line amount only. Note: For detailed information regarding Line Item Status Codes, see the Order Desk Reference Manual in Volume 4. Enter Acceptable GP% This field is displayed only if the Low Gross Profit option was selected. Enter a percentage between 1 and 99. The gross profit percentage of each line item is calculated and only those with a gross profit percentage less than the percentage in this field are included on the report. To use 0 as the percentage, leave this field blank and press Skip or Return. Print Detail? Print Note Lines? Y Print each line of each customer quote specified. The cost, price, and gross profit percentage values are printed for each line, and totals are printed for each quote. N Print the cost, price, and gross profit totals for each customer quote only. This field is available only if the Print Detail option is selected. Y Print the note lines from each quote on the report. N Do not print the note lines from each quote on the report. Any Changes? Continue? Y Accept the entries as displayed. N Change one or all of the displayed entries. Y Print the report as specified. N Exit the program without printing the report.

118 SAMPLE QUOTE FILE REPORT

119 PURGE QUOTE FILE (OP/OPQ/POF) The Purge Quote File program deletes customer quotes in the Quote File. Once a customer quote is deleted from the Quote File, it is no longer available for display, editing, printing, or ordering. The Purge Quote File program can also be used to print a list of customer quotes in the Quote File, with or without deleting the printed quotes. If the Print or Print and Delete option is selected, the customer quotes print in Quote Number sequence within each customer. Customers print in numeric sequence. The cost, selling price, and gross profit percentage values print for each customer quote. An asterisk (*) next to the gross profit percentage indicates that it falls below the Acceptable Gross Profit percent specified in the System Master File. Three asterisks (***) in the gross profit column indicates a zero selling price. Deleting customer quotes should be included as part of your Monthly Close Procedures. Deleting customer quotes in the Quote File does not affect the Order File. ENTRY/INQUIRY SCREEN Field Whse Description Enter the warehouse number from which to print/delete customer quotes. To include quotes from all warehouses, leave this field blank and press Skip. To exit the program, leave this field blank and press CMD.

120 Purge Date The entry in this field defaults to thirty days prior to the sign on date. Press Return to accept this date or enter another date in MMDDYY or MMDDYYYY format. All quotes within the specified range that have a date equal to or prior to the date entered in this field are deleted. If you are deleting quotes, never enter the current date or press Skip in this field. This would cause all quotes to be deleted, even those being entered - possibly before an order was created. Enter Acceptable GP Enter a percentage between 1 and 99. The gross profit percentage of each line item is calculated and only those with a gross profit percentage less than the percentage in this field are included. To include all quotes within the specified range without regard to the gross profit, enter 00 in this field. Print For All Customers Or A Range? Enter Start Cust No. End Cust No. A Print/delete quotes for all customers. R Print/delete quotes for a range of customers. These fields are displayed only if you are printing/deleting quotes for a RANGE of customers. Enter the first and last customer numbers in the range. Print For Quote Status Select the Status Code that a line item must have in order to be printed/deleted or enter A to print/delete all line items, regardless of their Status Code. H Print/delete all line items with a Status Code of Held; these are items that haven t been confirmed on an order O Print/delete all line items that have been confirmed on an order C Print/delete all line items that have been canceled in the Order Confirmation portion of Order Desk Q Print/delete all line items that have been canceled immediately after being entered in Order Desk Note: For detailed information regarding Line Item Status Codes, see the Order Desk Reference Manual in Volume 4. Print Only If No Open Order Found? Print Only (P), Delete Only (D), or Print and Delete (B)? Do You Want To Continue? Y Include only those quotes within the specified range that have not been ordered. This option allows quotes that have not been ordered to remain in the Quote File. N Include all quotes within the specified range, regardless of whether or not the quote has been ordered. P Print a list of specified records for review; no records are deleted. D Delete the specified records; no report is printed. B Delete the specified records and print a report. Y Print and/or delete the specified quotes. N Exit the program without printing/deleting any quotes.

121 DIRECT INVOICING (OP/DI) This program is a combination of the Order Desk (OD), Shipping Confirmation (OP/SHP/SC), and Invoice Calculation & Update (AR/INP/INC) programs. It is generally used when an invoice is needed immediately, but can be used whenever a customer order meets both of the following parameters: A Pick List is not needed All ordered quantities are to be shipped in full (no back order quantities) Warning! This program should be run from only one terminal at a time; two or more people running these programs simultaneously could cause an error. Do not run this program while the Invoice Calculation & Update (AR/INP/INC) program is being run. The Direct Invoicing program checks for invoice errors based on the flag in the System Master File (SYS/ARS, WCS). If an error occurs, it is updated to the Invoice Error File (AR/INP/ICE), and the invoice is not created. Once the error is corrected, you can run the customer order through Shipping Confirmation (OP/SHP/SC) so that it will be processed the next time you run Invoice Calculation & Update. A customer order successfully processed through the Direct Invoicing program is assigned a Transaction Code of OI and an Order Status of INVOICED. If you print the invoice immediately, the invoice will be included on the next Invoice Register (AR/INP/IR) printed. If you do not print the invoice immediately, the invoice prints the next time the Invoice Print program (AR/INP/IP) is run. See the Order Desk Reference Manual in Volume 4, Shipping Confirmation (OP/SHP/SC) in this manual on page 43, and the Invoice Calculation & Update section of the Accounts Receivable Reference Manual in Volume 1 for detailed Field and Error Message Information. Note: When in the Shipping Confirmation portion of the Direct Invoicing program, the STOP and GO functions are not available.

122 ENTRY/INQUIRY SCREEN Error Messages Invoicing Cannot Be Run Until Monthly Update Run, SKIP to Exit You are working in what the system considers to be a future month For example, you are signed on to February and the Monthly Update program (MU) has not yet been run for January. This order has not yet been invoiced. Press Skip to acknowledge this message. You are given the option of printing the invoice immediately. Do not select this option (enter N). Even if you do select this option, an invoice will not print. This order must be processed through the Change Order Status program (OP/COS) and then through the Shipping Confirmation program (OP/SHP/SC) so it will be invoiced next time the Invoice Calculation and Update program (AR/INP/INC) is run.

123 CREDIT/DEBIT MEMO ENTRY (OP/ME) The Credit/Debit Memo Entry program is a combination of the Order Desk (OD) and Shipping Confirmation (OP/SHP/SC) programs. Credit/Debit Memo Entry is mainly used to record a return from a customer but it can be used anytime a Customer Order meets both of the following parameters: A Pick List is not needed All quantities ordered are to be shipped in full (no back order quantities) A Customer Order entered through the Credit/Debit Memo Entry program is updated to the Shipped Orders To Be Invoiced File with a Transaction Code of CD and an Order Status of Z (SHIPPED). This order is processed the next time the Invoice Calculation and Update program (AR/INP/INC) is run. See the Accounts Receivable Reference Manual in Volume 1 for detailed information regarding the Invoice Calculation and Update program and the files it updates. When recording a customer return, enter a negative quantity by including a minus sign (-) in the item s Qty field. The minus sign can be entered before or after numbers in the Qty field. If a Tag Record is specified on a customer return, the quantities entered as committed and shipped on the Tag Record must be negative quantities. If a Tag Record is not used and a Buy History Adjustment is created to record the on hand quantity, the cost used is zero. See Shipping Confirmation (OP/SHP/SC) on page 43 and the Order Desk Reference Manual in Volume 4 for Detailed Field and Error Message Information.

124 ENTRY/INQUIRY SCREEN

125 SUBSTITUTE ITEMS (OP/SUB) The Substitute Items program changes item information on a customer order, with or without changing the item description. The Substitute Items program can also be used to correct an existing line item s Date Wanted, Quantity, Price, Discount, and Tax Flag. The Substitute Items program is often used to substitute an Item Number so that the Inventory Files are updated correctly, without changing the Item Description so as not to confuse the customer. The Substitute Items program is available through the Shipping Confirmation program (OP/SHP/SC) by entering SUB in the Order Number field. ENTRY/INQUIRY SCREEN

126 Field For Order Description Enter the order number without the dash, suffix or the leading zeroes. To exit the program, leave this field blank and press Skip or Return. Error Messages: Customer Not On File -SKIP The Customer Record (CP/MAI) has been deleted since the order was entered. Press Skip to acknowledge this message. Reenter the Customer Record using the Customer Maintenance program and then begin the SUB program again. Nonexistent Order Number, SKIP to Exit The Order Number entered is not found in the Order File. Either an incorrect Order Number was entered or the specified Order Number has been invoiced. Press Skip to acknowledge this message and begin again. (You can want to exit this program and check Order Expediting (OE) for the correct Order Number.) Order Has Been Shipped Cannot Change - SKIP The Order Number specified has been processed through the Shipping Confirmation program (OP/SHP/SC). Press Skip to acknowledge this message, exit this program, process the order through the Change Order Status program (OP/COS) and begin the Substitute process again. Order Has Not Been Processed Yet Cannot Change - SKIP The specified order has a Status Code of B or ODTRANS. This Status Code indicates that an error was made in Order Desk (B was entered in place of G). Press Skip to acknowledge this message and then exit the program. Process this order through the Change Order Status program (OP/COS) and then print the pick list. CHECK THE PICK LIST CAREFULLY. This order can now be processed through the Substitute Items program. Old Enter either the line number or the FASPAC Item Number. If a noninventory item (*) is being replaced, the line number must be used.

127 Note: Once the Old Item is entered, all information regarding the item displays. Error Messages: Item Not On File Item Not On Order, SKIP Line Not On Order - SKIP Old Item Has Tags That Are Committed This Line Has Ship and/or BO Qtys Warehouse Not On File SKIP The Item Record has been deleted from the Item File since the order was entered. The Item Number entered is not found in the Order File for the specified Order The Line Number requested is not on the Customer Order. The requested substitution can not be made until the Tag Records committed to the The Line Number entered has been processed through the Shipping The Item Warehouse Record has been deleted since the item was entered on the

128 Contact Prophet 21 Support for assistance. New Enter the FASPAC Item Number. Note: Once the New Item is entered, all information regarding the item displays. Error Messages: Inventory UM Are Not the Same May Not Change Item Number - SKIP The Order Number specified is a Counter Sales Order and the item shipped on the order has a different unit of measure than the item you are trying to substitute. Only an item with the same unit of measure can be substituted on this order. Press Skip to acknowledge the message and enter a valid item number, or exit the program. Item Not On File - SKIP Old UM is New UM is Price Must Be Corrected The item specified is not in the Item File. Press Skip to acknowledge the message and begin again. The FASPAC Item Number must be entered exactly as it appears in the File. The unit of measure of the New Item is different than the unit of measure of the Old Item; the selling price must be corrected to reflect this difference. Press Return to acknowledge this message. Proceed as if Y was entered in the Change/Qty/Price/Discount question. Warehouse Not In Use For This Item - SKIP The item specified is not active in the warehouse in which the order was originally entered. Press Skip to acknowledge this message. Either enter an item that is active in the warehouse or exit this program, create a Warehouse Record for the item using the Inventory Maintenance program (IM/MAI), and begin again.

129 Do You Want To Change Description? Y Change the description of the New Item to match the New Item number. N Leave the Old Item s description as the description for the New Item. Note: The advantage of not changing the description is that the customer is provided with a substitute item (and the Inventory Files are updated correctly) without being confused by a different item description. Do You Want To Change Qty, Price and/or Discount? Y Change the displayed quantity, price and/or discount. N Accept the quantity, price and/or discount as displayed. The following five fields are available only if you select to change the Qty, Price, and/or Discount. Date Date must be entered in the MMDDYY or MMDDYYYY format. Error Message: Item Entered as PCS to LBS Conversion - Change Must Be Entered in LBS This message serves as a reminder that the original (Old) item was entered on the order using the Pieces to Pounds conversion option and that the quantity for the new item must be entered in pounds. Press Skip to acknowledge this message and move the cursor to the Qty field. Qty Error Message: New Quantity Entered is Less Than Total Tags Committed - SKIP The SUB program is being used to change the order quantity of a line item. The committed quantity of the item is greater than the new quantity being entered. Press Skip to acknowledge this message. Tag Records must be uncommitted using the Commit Tags Program (OP/CTO) before the quantity can be changed. Price DISCOUNT FIELD (not labeled) Tax Extension Old: New: ( and 99.99) - A zero value indicates no discount. Note: Whether the discount must entered with or without a minus sign is determined by the flag in the System Master File (SYS/OPS). Y Calculates tax based on the City, County and State Codes N Do not calculate tax No entry necessary displayed as a check point.

130 Is Above Correct? Y New Item and/or Item Information is recorded as entered, the screen is cleared and the cursor returns to the Old field. N New Item and/or Item Information is not recorded and the cursor moves back to the New field.

131 CHANGE ORDER TO STATUS P (OP/COSP) This program changes the Status code of a Customer Order to P (Printed). Only Customer Orders with a Status code of WAITING, SHIPPED, CANCELED, READY, SCANNED, or NEW are available in this program. When this program is run, the order is set back as if it had never been run through Shipping Confirmation. The program clears shipped and backordered quantities on the TAGC records. Customer Orders with a Status code of NEW should be processed through this program only if the Status code is due to a problem that occurred in the Print Pick List immediately stage of the Order Desk program. We recommend that a Customer Order with a Status code of NEW be resumed and confirmed in Order Desk. The Change Order Status program is generally used to correct an error situation. When you enter a valid order number in this program, the Status code is automatically changed. A Status code of WAITING is changed to PRINTED; a Status code of NEW is changed to CREATED. A Customer Order with a Status code of P can be reprinted through the Pick List program (OP/OPL/PLP) as well as edited or canceled through the Shipping Confirmation program (OP/SHP/SC). ENTRY/INQUIRY SCREEN

132 Field Enter Order Number To Change Description Enter the order number on which to change the Status Code. Do not enter the dash and the suffix. Error Messages: Nonexistent Order Number, SKIP The Order Number entered is not in the Order File or has already been successfully processed through the Invoice Calculation and Update program (invoiced). Press Skip to acknowledge this message. Either enter a valid Order Number or exit this program. Order Has Not Been Printed - Run OP/PLP Scanned Orders Cannot be Changed to P. Use COSW The order specified has a Status Code of CREATED; it has not been printed. A pick list for this order can be printed through the Pick List program (OP/OPL/PLP). You may no longer change an order with the status of S SCANNED. You must use COSW. Order Status Has Been Changed To P - SKIP Press Skip to acknowledge this message and return the cursor to the Enter Order Number To Change field. You can then enter another order number or press CMD to exit the program.

133 CHANGE ORDER TO STATUS W (OP/COSW) This program changes the Status code of a Customer Order to W (Waiting). Only Customer Orders with a Status code of SHIPPED, CANCELED, READY, or NEW are available in this program. When this program is run, the order is treated as if you entered STOP in the final screen of Shipping Confirmation. It will maintain information about what was shipped and backordered. Customer Orders with a Status Code of NEW should be processed through this program only if the Status code is due to a problem that occurred in the Print Pick List immediately stage of the Order Desk program. We recommend that a Customer Order with a Status code of NEW be resumed and confirmed in Order Desk. The Change Order Status program is generally used to correct an error situation. When you enter a valid order number in this program, the Status code is automatically changed. A Customer Order with a Status code of W can edited or canceled through the Shipping Confirmation program (OP/SHP/SC). Note: Changing the Status Code of a Customer Order does not affect the processing performed in the Shipping Confirmation program. ENTRY/INQUIRY SCREEN

134 Field Enter Order Number To Change Description Enter the order number on which to change the Status Code. Do not enter the dash and the suffix. Error Messages: Nonexistent Order Number, SKIP The Order Number entered is not in the Order File or has already been successfully processed through the Invoice Calculation and Update program (invoiced). Press Skip to acknowledge this message. Either enter a valid Order Number or exit this program. Order Has Not Been Printed - Run OP/PLP The order specified has a Status Code of CREATED; it has not been printed. A pick list for this order can be printed through the Pick List program (OP/OPL/PLP). Order Status Has Been Changed To P - SKIP Press Skip to acknowledge this message and return the cursor to the Enter Order Number To Change field. You can then enter another order number or press CMD to exit the program.

135 CHANGE ORDER TAX FLAGS (OP/CTF) The Change Order Tax Flags program changes the Tax Status Flags of all items on a Customer Order to either Y or N. The Change Order Tax Flags program should only be used to correct an error situation, before completing the Shipping Confirmation (OP/SHP/SC) process on a Customer Order. Changing the Tax Status Flags on a Customer Order causes the tax amount (if applicable) in the Open Order File to be zeroed. Tax amounts (if applicable) are recalculated when the order is processed through the Shipping Confirmation program (OP/SHP/SC). ***Once the Tax Flags have been changed on a Customer Order, it MUST be processed through the Shipping Confirmation program so that the tax can be calculated based on the new tax flags.*** ENTRY/INQUIRY SCREEN

136 Field Enter Order Number To Change Description Enter the order number on which to change the Tax Flags. Do not enter the leading zeroes, the dash or the suffix. Error Messages: Order Not On File...SKIP The Order Number specified is not in the Order File OR the Customer Order specified has already been successfully processed through the Invoice Calculation and Update program (AR/INP/INC). Press SKIP to acknowledge this message and begin again. Order Has Been Shipped...SKIP The Customer Order specified has been completely processed through the Shipping Confirmation program. Press Skip to acknowledge this message. Exit this program and process the order through the Change Order Status program (OP/COS), then process it through this program, and finally through Shipping Confirmation again. No Lines Found On This Order...SKIP Only the Order Header Record exists for the Order Number specified. Contact Prophet 21 Support. Change Tax Flag To Y or N? Enter the Tax Flag to change all the items on the order to. Y Taxable items. N Non-taxable items. The following warning message displays once a valid order number is entered in this field: ALL Lines On This Order Will Be Changed To The Flag Entered. Tax Flag On ALL Items Has Been Changed To Y OR Tax Flags NOT Changed! - SKIP The appropriate message displays, depending on the entry made in the field above. Press Skip to acknowledge the message and return the cursor to the Enter Order Number To Change field. You can then enter another order number or press Skip to exit the program.

137 COMMIT TAGS FOR ORDERS (OP/CTO) The Commit Tags for Orders program is used to commit, un-commit, and adjust the specific Tag Records to be used when updating inventory activity for each line item on a Customer Order. The Commit Tags for Orders program is accessed automatically based on the flag in the System Master File (SYS/IMS) and can be accessed directly. Tag Records are updated during the Invoice Calculation and Update program (AR/INP/INC). See the Tagging System Reference Manual in Volume 2 for detailed information about Tag Records. Tag Records can be committed: by Tag Record Number by Lot Record Number AND Location by Heat Number AND Location by Location by Manufacturing Lot Number AND Location Tag Records can be uncommitted by Tag Record Number. If the System Master File (SYS/IMS) is flagged to use the Tagging System and to use the commit Tags Before option, the Commit Tags for Orders program is accessed automatically in the Order Desk program (OD), the Credit/Debit Memo Entry (OP/ME), the Direct Invoicing program (DI) and the Counter Sales Entry program (CS/CSE) If the System Master File (SYS/IMS) is flagged to use the Tagging System and to use the Commit Tags After option, the Commit Tags for Orders program is accessed automatically in the Credit/Debit Memo Entry (OP/ME), the Direct Invoicing program (DI), and the Counter Sales Entry program (CS/CSE) If the System Master File (SYS/IMS) is flagged not to use the Tagging System and a traceable item is entered on a Customer Order, the Commit Tags for Orders program is accessed automatically in the Order Desk program (OD), the Credit/Debit Memo Entry (OP/ME), the Direct Invoicing program (DI), and the Counter Sales Entry program (CS/CSE) If Tag Records have been committed and the customer order is accessed in the Commit Tags for Orders program, all information regarding committed Tag Records is displayed.

138 ENTRY/INQUIRY SCREEN Field Order No. Description Enter the order number for which to commit, un-commit, or adjust Tag Records. Do not enter the leading zeroes, the dash or the suffix. Error Message: Invalid Order Number- SKIP The Order Number entered is not in the Order File. Line No. Enter the line number you want to work with. F1 Accesses the list of line numbers on the displayed order. Enter a number and press F1. F3 Scrolls forward through the list. To accept the displayed line number, press Return. Skip or Return Returns the cursor to the Order No. field. Leave this field blank and press Skip or Return. F5 Allows you to work with the next item flagged as Traceable. F6 Stops this order from being processed through the Invoice Calculation and Update program, and is only available in the Shipping Confirmation program (OP/SHP/SC). If this option is selected, the Order Status is changed to PRINTED but all processing done in Shipping Confirmation remains. F7 Auto Commit function commits Tags based on Location. You will be asked for the Location Name to automatically be committed. Any tags in this location with an available quantity to commit, will be committed/reserved for the order. This function can be used in either Order Desk (OD) or Shipping Confirmation (SC). F8 Automatically adjusts Tag Records previously committed, and is only available in the Shipping Confirmation program (OP/SHP/SC). If this option is used, the quantities shipped, backordered and canceled are compared. The Tag Records are adjusted accordingly, if necessary. After Shipping Confirmation, all line items within the order will be affected by the Auto Adjust function as follows:

139 If a line was shipped in full, the entire tag is committed to that shipment. If a line was partially shipped and backordered, the entire tag is still reserved for this transaction. The tag will show the quantity shipped. The quantity backordered is still committed to the tag. If a line was completely backordered, the entire committed quantity will remain backordered/reserved on that tag. Error Messages: Can Not Commit A Non-Inventoried Item- SKIP The Line Item specified is a non-inventory item. Tag Records can be committed only to inventory items. Press Skip to acknowledge this message and begin again. Complete Quantity For This Line Was NOT Committed Automatically- Must Check Manually- End of Order - SKIP To Enter New Line The Adjust Committed Tags option was selected and insufficient Tag Records were committed for the Line Item displayed. Press Skip to acknowledge this message. The Tag Records that the system could commit display. Investigate the problem and correct it before trying to commit Tag Records again. The scrolling function has been used to display Line Items and all Line Items have been displayed. Press Skip to acknowledge this message and begin again. Invalid Line Number- SKIP to Reenter A Line Number that is not on the specified Customer Order has been entered. Press Skip to acknowledge this message and begin again.

140 Location This field is displayed only if the Auto Commit Tags option was selected. Once a Location is entered, the system automatically commits Tag Records with the specified Location on a First In, First Out (FIFO) basis. To not use the Auto Commit Tags option, leave this field blank and press Skip or Return. Error Messages: Invalid Stock/Bin Location Entered - SKIP to Continue The System Master File (SYS/IMS) is flagged to use the Validate Stock Location option and the Location entered was not found in the Stock Location File (TAG/SLM). Press Skip to acknowledge this message; enter a valid Stock Location. Physical Inventory in Progress. Cannot change Stock/Bin Location - RETURN The System Master File (SYS/WCS) is flagged to use the Stop Inventory Transactions After Freeze option and the Location entered has been frozen through the Physical Inventory Freeze program (PHY/FRE). Press Return to acknowledge this message; enter a Stock Location that is not frozen. This Stock/Bin Location is Being Deleted -SKIP to Continue The Stock Location Record (TAG/SLM) has been flagged to be deleted so that it can no longer be used. Press Skip to acknowledge this message and enter an active Stock Location. Location Correct? Commit Tags By This field is displayed only if the Auto Commit Tags option was selected. Y The location entered is correct. N Change the location entered. This field is displayed at the bottom of the Screen only if the Change Method option (F6) was selected at the Tag No. field. H Heat No in the Lot Record AND Tag Record Location F FASPAC Lot Control Record Number AND Tag Record Location L Tag Record Location M Mfg. Lot No. in the Lot Record AND Tag Record Location T Tag Record Number Note: Tag Records can be UNCOMMITTED only by Tag Record Number. Once a selection is made, the cursor moves to the Tag No. field.

141 Tag No. If you are committing by Tag Record Number or Lot Record Number, enter up to 11 numeric digits. The cursor then moves to the Committed field. If you are committing by Location, enter up to 8 alphanumeric characters. Once the Location has been entered, the Tag Records that the system commits display. If you are committing by Mfg. Lot Number or Heat Number, enter up to 30 alphanumeric characters. The cursor then moves to the B/Order field. If you are un- committing or changing the quantity of a Tag Record, enter the Tag Number in this field. To un-commit the Tag, zero-out the committed quantity by pressing Skip while in the Committed field. To commit Tags by a method other than the Tag Record Number, leave this field blank and press F6. If this option is selected, the cursor moves to the Commit Tag By field (at the bottom of the screen). Once the method has been selected, the cursor returns to this field for the appropriate entry to be made. A reminder displays at the bottom of the screen (e.g.: enter Tag Location of Heat Number to be used). To access the Show Orders Committed To A Tag program (TAG/SOC), leave this field blank and press F7. See the Tagging System Reference Manual in Volume 2 for detailed information about this program. To return to the Commit Tags for Orders program, press Skip at the Tag No. field. To access the Buy History Maintenance program (IM/BHM), leave this field blank and press F8. Use this option to determine Tag Record Numbers (only Status 2 Tag Records display). See the Inventory Management Reference Manual in Volume 2 for detailed information about this program. To return to the Commit Tags For Orders program, press Skip at the Select field. Error Messages: Complete Quantity For This Line Was NOT Committed Automatically- Must Check Manually- P.O. Has Not Been Received Yet Sufficient Tag Records to cover the full Ordered Quantity could not be committed for the Line Item Displayed. Press Skip to acknowledge this message. The Tag Records that the system could commit display. Investigate the problem and correct it before trying to commit Tag Records again. A Status 1 Tag Record has been specified. Status 1 Tag Records can be committed only through the Purchasing programs (PO/PE, PO/PL). Enter a valid Status 2 Tag Record Number.

142 Committed If you are entering a customer return, enter the quantity with a minus sign. To un-commit the Tag Record, press Skip while the cursor is on the first character in this field. Note: If the Lot Record Number/Location option was selected in the Commit Tags By field, this reminder displays at the bottom of the screen: Enter Tag Location of Lot Number To Be Used - SKIP to Reenter Error Messages: Cannot Add Back To Stock More Than What Was Received - SKIP A negative quantity has been entered to record a customer return. If the specified quantity was added to the Tag Record s on-hand quantity, it would be greater than the Tag Record s original receipt quantity. Press Skip to acknowledge this message. Either use a different Tag Record or enter a valid quantity. Cannot Commit More than Have Ordered or Total Shipped Backorder The total Committed Qty for the displayed Line Item is greater than the Qty Ordered or than the sum of the Qty Shipped plus the Qty B/O. Press Skip to acknowledge this message. Commit Tag Records so that the Committed Qty is equal to the Qty Ordered or the sum of the Qty Shipped plus the Qty B/O. Cannot Commit More Than Have Stock For- SKIP You are trying to commit a quantity that is larger than the specified Tag Record has available (On Hand less Committed). Press Skip to acknowledge this message. Either use a different Tag Record or enter a quantity that is equal to or less than the specified Tag Record has available.

143 Shipped This field is available only when a Line Item is being shipped (OP/SHP/SC, OP/ME, OP/DI, CS/CSE) or when a Tag Record is being uncommitted. The quantity shipped. Error Message: Qty To Be Shipped Is Greater Than Work Order Being Shipped - SKIP The quantity entered as the Tag Record s Shipped quantity brings the total Shipped on Tag Records to a quantity greater than was shipped for the displayed Line Item. Press Skip to acknowledge this message and enter Tag Records with Committed Quantities that add up to the Line Item s Qty Shipped. B/Order The quantity on back-order. Error Messages: Qty Back Ordered Is Greater Than Work Order Qty Back Ordered - SKIP The quantity entered as the Tag Record s B/Order quantity brings the total B/Order on the committed Tag Records to a quantity greater than was back ordered for the displayed Line Item. Press Skip to acknowledge this message and enter Tag Records with B/Order quantities that add up to the Line Item s Qty Shipped. Qty Shipped + Qty Back Ord Must Be Equal To Qty Committed - SKIP Total Shipped Committed + Total B/O Committed is > Total Committed - SKIP The Committed Qty does not equal the sum of the Qty Shipped and the Qty B/O. Press Skip to acknowledge this message. Enter a valid Committed Qty. The entry in the B/Order field caused the sum of the entries in the Shipped and B/Order fields to be greater than the entry in the Committed field. Press Skip to acknowledge this message. Enter the correct Back Ordered amount. Are Quantities Correct? B Change Location on selected Tag Record; the cursor moves to the Location field Y Quantities entered are recorded as entered N Quantities entered are incorrect

144 ORDER PROCESSING MISCELLANEOUS (OP/OPM) SHIPPING LABEL PRINT (OP/OPM/SLP) The Shipping Label Print program prints shipping labels for a specific Customer Order that has not yet been processed through the Invoice Calculation and Update program (AR/INP/INC). These shipping labels print on 4-1/4 x 2-15/16 inch labels on the generic Shipping Label Printer. They will not print on Fargo printers. ENTRY/INQUIRY SCREEN

145 Field For Order Number Description Enter the order number for which to print shipping labels. Do not enter the leading zeroes, the dash or the suffix. Error Message: Invalid Order Number The Order Number specified is not in the Order File or the specified Customer Order has already been successfully processed through the Invoice Calculation and Update program (AR/INP/INC). Press Skip to acknowledge this message and begin again. How many to Print Edit Addr Lines 3 and 4 Additional Information Continue (Y/N/T- test pattern)? Enter the number of labels to print. Y Edit lines 3 and 4 on the Shipping Label; the Order Record is Not Changed. N Make no changes to lines 3 and 4 on the Shipping Label. Y Add up to 3 lines, 30 characters each to the Shipping Label, directly below the city/state address line; the number of lines available depends on whether address lines 3 and 4 exist. N Print only the order number and address lines on the Shipping Label. Y Print specified Shipping Labels without printing a test pattern N Do not print specified Shipping Labels T Print a test pattern SAMPLE SHIPPING LABELS

146 SHIPPING LABEL PRINT WITH ITEMS (OP/OPM/SLI) The Shipping Label Print With Items program is used to print shipping labels for a specific Customer Order. These shipping labels can be printed for any Customer Order in the Order File or the Invoice File. If the number of labels is to be calculated based on the quantity to be shipped, the order must first be processed through the Shipping Confirmation program (OP/SHP/SC). If the System Master File (SYS/ARS) is flagged to not save Invoice Detail, these shipping labels for Customer Orders with a Status Code of INVOICED can be printed PRIOR to updating the Invoice Register (AR/INP/IR) only. These shipping labels print on 4 (length) x 5 (width) labels. You can select to print the company or warehouse address, or you may print no address so that the custom or generic labels can be used. If the Company Address option is selected, the address in the System Master File (SYS/CIS) is used. If the Warehouse Address option is used, the shipping warehouse s address in the Warehouse File (PO/WAM) is used. There are four Format options available. Each format allows up to three lines (48 characters each line) to be added directly below the Ship To Address. Two of the Format options (01 and 99) use Definition Codes. There are ten Quantity Calculation Codes from which to select. See the following list of Format Codes and their descriptions. FORMAT CODES Code Description 01 For each Line Item selected, the Definition Codes automatically selected for the first through fourth print lines are: 001 (Quantity and FASPAC Item Number), 011 (FASPAC Item Description), 020 (Blank Line), and 020 (Blank Line). The Review option can be selected and the Definition Codes can be changed. 80 Unless otherwise specified by a Quantity Calculation Code, one label prints for each line item; four blank lines are included at the bottom of each label. The information to be printed cannot be changed. 81 Unless otherwise specified by a Quantity Calculation Code, one label prints for each line item; the message ITEM ENCLOSED prints at the bottom of each label. The information to be printed cannot be changed. 99 The number of items printed on each label is user defined; one to four Line Items can be included on each label. The information printed for each Line Item is user defined using the Definition Codes. The Review option is available when this format is used and changes can be made to the Definition Codes in the Review Screen.

147 QUANTITY CALCULATION CODES Code Description of Calculation 1 Qty. Ordered divided by Qty. Per Box 2 Qty. Ordered divided by Qty. Per Case 3 Qty. Ordered divided by Qty. Per Bulk 4 Qty. Shipped divided by Qty. Per Box 5 Qty. Shipped divided by Qty. Per Case 6 Qty. Shipped divided by Qty. Per Bulk 7 Fixed Number of Labels per Line Item 8 Fixed Number of Labels per Line Item IF Qty. Shipped > 0 9 Line Items Printed on Fixed Number of Labels 10 Items Printed on Fixed Number of Labels IF Qty. Shipped > 0 DEFINITION CODES Code Description 001 Quantity and FASPAC Item Number 002 Quantity and FASPAC Item Description 003 Quantity and Customer Part Number 004 Quantity and Cross-reference Description 005 Quantity 010 FASPAC Item Number 011 FASPAC Item Description 012 Customer Part Number 013 Cross-reference Description 020 Blank Line ENTRY/INQUIRY SCREEN

148 Field Print Which Address - Company, Warehouse, None, or Exit? SO No. Description Select the address to print on the labels. C Company address in SYS/CIS W Shipping warehouse address in PO/WAM N No address (select this option if using preprinted forms) E Exit this program Enter the order number for which to print labels. The leading zeros do not need to be entered, but the dash and suffix MUST be entered. Error Message: Sales Order Number Not Found - Press RETURN to Reenter The Sales Order Number entered was not found in the Order File. Press Return to acknowledge this message and begin again. Enter First Line of Additional Information Enter Second Line of Additional Information Enter Last Line of Additional Information Information Correct? These fields are optional. If information is entered in any of the three fields, it displays and prints under the ship-to address. The information continues to display until it is changed or the program is exited, so that it can be used for multiple orders. Y Customer order selected and additional information entered is correct, proceed to Format Screen. N Customer order selected and/or additional information entered is not correct, move cursor back to SO No. field. The following fields are updated by the system and cannot be changed. PO No Ship To The first 25 characters of the customer s purchase order number. The Ship To Address for the Order Number entered displays. All lines displayed print on the label.

149 FORMAT SCREEN - ENTRY/INQUIRY SCREEN Field Print For All Line Items? From Line No. Thru Line No. Description Y Print labels for all line items. N Specify a range of line items from the order. These fields are displayed only if you chose to specify a range of line items (N entered in the field above). Enter the first and last line numbers from the order to be included in the range. Enter Label Format To Be Printed Enter Number Of Line Items Printed Per Label 01, 80, 81, or 99 only See the list of Format Codes and their descriptions. This field is displayed only if 99 is selected as the Format Code. 1 to 4 only Error Message: Number of Different Line Items on Sales Order 1, 2, 3, or 4 The maximum number of line items that can be printed per label is 4; a number greater than 4 was entered. Enter a number between 1 and 4. Option For Calculating Number of Labels Per Line Item Number of Labels Per Line Items If Item Is A Non-Inventoried Item 1 to 10 only Enter a Quantity Calculation Code in this field. See the list of Code descriptions. This field is displayed only if 1, 2, 3, 4, 5, or 6 is selected as the Quantity Calculation Code. Up to zero is a valid entry.

150 Fixed Number of Labels Printed Per Line Item This field is displayed only if 7, 8, 9, or 10 is selected as the Quantity Calculation Code. Up to zero is not a valid entry. Review Each Label Before Printing? Are Options Selected Correct? Do You Want A Test Pattern? This field is available only if 01 or 99 was selected as the Format Code. Y Display each label and allow editing prior to printing N Print labels as specified Y Print labels as specified N Return the cursor to the Print For All Line Items field This field is displayed only if 01 or 99 was selected as the Format Code. Y Print a test pattern before printing the labels. N Print the labels immediately, without printing a test pattern. Note: If the Review option was selected, the Review Screen displays once an entry is made in this field. Line of Label, Print This field is displayed for First Line, Second Line, Third Line, and Fourth Line only if 99 was selected as the Format Code. Enter a Definition Code in each field. Enter a valid Definition Code. REVIEW SCREEN - ENTRY/INQUIRY SCREEN