P21 Version 12.0 New Features Order Entry Training. Jackie Funk

Transcription

1 P21 Version 12.0 New Features Order Entry Training Jackie Funk

2 Freight Adder/Handling Charges Allows users to easily define additional order charges/surcharges etc. based on rules Setup considerations Freight/Handling Charge Maintenance Amount/percentage can be based on order, shipment or outgoing freight Automatically add charge during shipping? Or use RMB? Other Charge item Customer Maintenance Freight/Handling Charge default Additional Options Apply only if freight is billable Apply only to first shipment Charge customer once per day For more information, see Project 41137

3 Freight Thresholds Allows users to provide free freight based on defined limits Limits can differ for regular orders vs. web orders Limit can be based on order or shipment value Separate limits for incoming vs. outgoing freight Options added to Freight Code Maintenance For more information, see Project 41138

4 Manufacturer s Rep Order Changes Users can now process multiple shipments against Manufacturer s Rep Orders Items tab now contains Qty Shipped and Qty Invoiced System Setting: Default Quantity Shipped/Confirmed to 0 Each line remains open until the quantity ordered equals the quantity invoiced Qty Shipped becomes Qty Invoiced when approved order is saved Invoice Number has been added to Dealer Commission Payments window to account for multiple shipments For more information, see Project 35668

5 RMAs for Manufacturer Rep Orders Separate option added in Orders > Transaction folder for Manufacturer Rep RMAs Multiple invoices can be processed against each RMA Qty Confirmed and Qty Invoiced fields will appear Qty Confirmed becomes Qty Invoiced when RMA is saved Various order reports will be updated The Dealer Commission Payment window will display credit amounts for each RMA For more information, see Project 35667

6 Additional Order Module Changes Freight Estimate Percentage can be specified in Carrier Maintenance (37532) This will override Transaction Processor Maintenance setting Packing Basis and Freight Code can be applied for a sub-lot within a nested lot (30283) These settings will override those on the order header Tax based on Prior Invoice Setting (40149) Relates to Pricing Based on Last Margin Create downpayment invoice for amount greater than backorder total (30009) DP Override Amt field added to Remittance tab; overrides Amt to Maintain DP field

7 Additional Order Module Changes Profit Exception Report by System Setting Limits (36840) Checkbox option on Profit Exception Report to use System Setting limits for order line profits when calculating Profit Exceptions Print Packing List for Unconfirmed Shipments (28192) Signature Capture in Shipping (37862) Requires DC Feature Shipping Capture in Front Counter Save Serial/Lot/Bin Information on the fly (36383) Allocation for items linked to serials, lots or bins occurs prior to saving order (like regular items)

8 Additional Order Module Changes Quote-to-Order RMB option in Service Order Entry (37834) Default Service Source Location (35286) OE Options tab in Ship-To Maintenance will allow you to save a default service source location for service orders Lot Allocation/Assignment Options (31989)* Lot Complete option can be enabled in conjunction with Require lot assignment for allocated quantities Add Customer Equipment tab to Customer Master Inquiry (40123)* *Feature may not be available in Beta release but will be rolled out prior to general release