Menu 1.2 Order Entry/Invoicing
U2007.3 Upgrade Features
Description: Fax and email a quote from order entry total screen
Menu Path: Menu 1.2 (Order Entry/Invoicing)
Why Use it: Step saver by adding the ability to create the quote, file it away and send it off to the customer from a single menu path.
How to use it: In Menu 1.2, in the total screen, when the Invoicing Options display (see screen shot below) select 5A to fax the quote or 5B to email the quote.
- If 5A is selected follow these quick steps
- Enter # of days to display honoring quote.
- Enter to confirm is prices should display on quote.
- Enter fax# or enter to accept default fax# on customer file.
- Enter Attention or enter for account default.
- Enter special messages or enter to send the fax.
- Then the system files the quote away and sends it to customer.
- If 5B is selected follow these quick steps:
- Enter # of days to display for honoring the quote
- Enter to confirm if prices should display on the quote.
- Enter operator code
- Confirm Email confirmation address
- Confirm Email Recipient address –type in new address or enter to accept address on file
- Then the system files the quote away and sends it to customer.
NOTE: Menu-35.12. Signature Capture Company Parameters, Screen 2, Field 11. USE LINUX SERVER TO FAX QUOTES - needs to be set to Y
Description: Additional digits added for authorized buyer display in Order Entry to accommodate customers with larger numbers of buyers
Menu Path: Menu 1.2 (Order Entry/Invoicing)
Why Use it: As more customers add more and more buyers, this allows the authorized buyer screen display to continue to work continue to work with a current maximum of 999.
How to use it: See sample screen shot below.
Description: Send email confirmations for quotes and picks like we do for PO’s
Menu Path: Menu 1.2 (Order Entry/Invoicing), Menu 1.34 (Email Quote thru Linux Server), & Menu 1.35 (Email Pick/Pack thru Linux Server)
Why Use it: Consistency of processes across PO’s, Invoices, picks and quotes when emailing and faxing.
Description: EDLP - Pricing code and considerations for ‘Every Day Low Pricing’
Menu Path: Menu 1.2 (Order Entry/Invoicing) & Menu 5.3 (Contract Prices)
Why Use it: Ease of use for setting up and assigning to all your customers certain items that need to get your Every Day Low Price.
How to use it: All you need to do is setup an EDLP program in Menu 5.3 Contract Prices and the coding is in place to give that EDLP to all your customers. Then in Menu 1.2 (Order Entry/Invoicing) when a customer pulls product up, pricing will display that is coming from the EDLP program. See 2nd screen shot below.
Screen Shot from M-5.3 (setting up the EDLP)
Screen Shot 2 from CPR (display of EDLP)
U2007.2 Upgrade Features
Description: Display original operator on totals screen on new orders
Why use it: Provide easy reference to know who has started the order.
How to use it: Often times in Order Entry staff will walk away to track down some information or a product. Previously, there was no way to know who had started the order. The information in Menu 1.2 on the Order entry Total Screen in the 'STATUS OF RELEASE’ area will display that it’s a new order, but also who has started the order.
Description: Include original quote number as a message line when converting to an order
Why Use it: Better reference to tie the original quote to the newly created invoice.
How to use it: In Order Entry just like normal, convert the quote to an order and it will automatically appear. See sample:
Description: Parameter to lock product desc in OE line detail screen from being changed
Menu Path: Menu 1.2 (Order Entry/Invoicing), Menu 35.1 (Order Entry Parameter Maintenance) Screen 3, Field 10 set to ‘N’
Why Use it: Prevent operators from changing product description information in Order Entry to keep consistency and integrity of product data on the invoices.
How to use it: Set Menu 35.1, Screen 3, Field 10 to 'N' - ALLOW CHANGE OF PRODUCT DESC IN OE LINE 'D'ETAIL. When operator is in order entry line detail and try to change field 2 they will get the following message:
Description: Fix number of copies parameter prompt in Order Entry
Menu Path: Menu 1.2 (Order Entry/Invoicing) and Menu 35.12 (Signature Capture Company Parameters)
Why Use it: Previously this parameter could be set but Order Entry didn’t prompt for number of copies, now it does.
How to use it: Go to menu 35.12, Screen 2, Field 10. Prompt for number of copies in OE and set this to ‘Y’. In Order Entry, after selecting the invoice option, you will be prompted for number of invoices-hit <ENTER> for a default of 1 copy.
Description: Add PO#, Job Name and Product Description to quote lookup
Menu Path: Menu 1.2 (Order Entry/Invoicing) ‘QL’ option
Why Use it: Additional information makes it easier to track down existing quotes.
How to use it: Access Menu 1.2, use the QL to lookup a quote. PO#, Job Name and Product Description have been added to quote lookup.
Description: Display the FDC inventory in the ORDER detail screen
Menu Path: Menu 1.2 (Order Entry/Invoicing) Line Detail Maintenance Screen
Why Use It: Quick access to DC product availability info. No longer need to go to ‘W’eb stock status to view the same information.
How to use it: This request is available on a request by request basis. Fill out a support job and we will load this code. http://dst.myjohnstone.com/Login.asp
In order entry, Menu 1.2, put in a product, the list of DC's are located in the Order Entry Line Detail Maintenance screen, in the ‘QUANTITIES IN OTHER WAREHOUSES’ location.
See below:
FDC = Florida Distribution Center
PDC = Portland Distribution Center
MDC = Memphis Distribution Center
ADC = Allentown Distribution Center
U2007.1 Upgrade Features
Order Entry - Customer Lookup
After looking up a customer the option will appear to type PO to display only the orders tied to the PO. The system will prompt for the first portion of the PO (only the first few digits are needed to pull the open orders).
Order Entry - Authorized Buyers
All Authorized Buyers setup for a customer in Menu 12.2.2.6 now appear on the Authorized Signers list as seen in Menu 1.2 Order Entry.
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