Sales Order Maintenance
Contents
1. Y ALES CATEGORY IND UMBER OF AGENTS COMMISSIONED 1 GENT 120 PRO RATA RODUCT NUMBER 221100 1 25 RODUCT DESCRIPTION 1 5 12 095 2 4 25 25 UANTI TY AVAILABLE 108 00 ETALLED AVAILABILITY LIST N USTOMER PART NUMBER 1234 i OMMI SSI ON PERCENTAGE 0 UANTITY ORDERED 100 EQUESTED SHIPMENT DATE 10 24 01 CAN SHIPMENT MADE PRIOR TO THIS DATE Y CHEDULED SHI PMENT DATE 10 24 01 NTER LINE NOTES N Y Y PECIAL NOTE CODE PECIAL INSTRUCTI ONS LINE 1 01 STACK 10 HIGH LINE 1 02 LLOCATED 100 RODUCT 221100 1 25 LIST PRICE 50 7500 UNIT PRICE FOR QTY 100 00 15 50 7500 NIT PRICE 50 00 INE 1 ADDED ORDER VALUE 5000 00 WEIGHT 4331 RODUCT NUMBER E DDING SALES ORDER SPECIAL INSTRUCTIONS PECIAL NOTE CODE PECIAL INSTRUCTI ONS LINE 1000 01 DO NOT DELIVER AFTER 3PM LINE 1000 02 TOTAL SALES ORDER VALUE 5000 00 TOTAL SALES ORDER WEIGHT 4331 HIPPED VIA YELLOW Dp REIGHT TERMS CODE 26 ALES ORDER HOLD CODE NTER DESI RED OPTI ON 1 CREATE SALES ORDER 2 CORRECT SALES ORDER LINE ITEMS 3 CORRECT SALES ORDER HEADER 1 KAY TO CREATE Y N Y OUR SALES ORDER NUMBER 15 95317 CARRIAGE RETURN TO ENTER NEXT SALES ORDER2. 180 lt TAXABLE TAXCODE HR PAYTERMS FRTCODE HR FILLER IHR BI 1110 STNAME 5 0081 STADDR2 STADDR3 STADDR4 5 21 SHI P COMP HR SHIP VIA HR FILLER HR NOTE CODEI NOTE CODE2 NOTE CODE3 HR FILLER SONUM SHI PTO R PONO DR I DR RECTYPE _SHI PDATE PRICE aC w D D D D D D D D 0 D D D D D D D D IDR IDR 00 IDR IDR IDR IDR IDR IDR IDR IDR mM Sales Order Maintenance UT 771 Taxable Y N or 1 0 defaults to customer values if blank Tax Code validated against TAXMAS defaults to customer values if blank Payment Terms Code validate PYTMAS From bill to if blank Freight Terms Code validate FRTMAS From ship to if blank Not Used not used defaults to ship to s bill to customer name optional if left blank name on ship to used customer address optional if left blank name on ship to used customer address optional if left blank name on ship to used customer address optional if left blank name on ship to used customer address optional if left blank name on ship to used customer address optional if left blank name on ship to used Ship Complete Flag 0 no ship complete 1 ship complete method of shipment optional if left bl
3. 4 or display the sales order revision number prompt options 1 and 2 1 2 3 4 REPRINT SALES ORDER OPTI ON 1 PROMPT THE USER DEFAULT TO Y 2 PROMPT THE USER DEFAULT TO N 3 00 NOT PROMPT ALWAYS REPRINT 4 DO NOT PROMPT NEVER REPRINT 19 Sales Order aintenance OPTION 1 1 Upon finishing changing a sales order you have the option of reprinting the sales order This variable will allow the user to choose whether they want to reprint the sales order options 1 and 2 or the suppress the prompt and always reprint option 3 or suppress the prompt and never reprint option 4 REASON CODE PROMPT OPTI ON 1 PROMPT USER FOR A REASON CODE 2 NOT PROMPT FOR A REASON CODE OPTION 2 2 A reason code prompt appears after each sales order change in command TR 190 If you do not use reason codes we recommend that you set this variable to a 2 If you choose to option number 2 the following prompt will appear REASON CODE DEFAULT VALUE DEFAULT TO 1 1 Enter a valid reason code from your Omar reason code table The value will be used in lieu of prompting the user for a reason code when they change a sales order UPDATE MFG ORDER DEMAND ODF FILE OPTION 1 DO NOT UPDATE ODF 2 UPDATE THE ODF FILE OPTI ON 1 1 This variable i s cur tly not in use and will be used in a later release of the ren TR 190 program 20 Sales Order Maintenance UT 190 UT 190 Process Sales Order Changes from an Input
4. AUDIT FILE RECORDS Y Files Accessed BILMAS Bill to master fil CUSFIL Ship to master fi CHAFIL Sales order change OMAAUD Sales order audit PROMAS Product master fil ion file Screen Format Change file section Sales order number Ship to customer number CHASHO CHAFIL Original sales order date CHADAT CHAFIL Ship to name CUSNAM CUSFIL Ship to address 4 CUSAD4 CUSFIL For each sales order header Change code CHACOD CHAFIL Sales Order Maintenance Reason code CHARES CHAFI Date Changed CHANEW CHAF Product number CHAPRO CH L Product description PRODES PROMAS Sales Agent CHASAL CHAFIL Sales Category Code CHASC CHAFIL Quantity Changed increase or decrease in the order quantity of the sales order line item CHAQTY CHAFIL Extended Value extended net price change CHAPRI CHAFIL Audit Trail file section first line Sales Order number Line number Product Number Product Description PRODES PROMAS Old customer requested date OMSCUS OMSSOD Old original scheduled ship date OMSOSCH OMSSOD Old scheduled ship date OMSSCH OMSSOD Old Quantity ordered OMSSOQ OMSSOD 014 Price OMSPRI OMSSOD Message If a line item was added ADD If a line item was changed one of the following messages will appear ADDRES Change in the ship to address SHIPTO Change in the ship to customer number MUSTDT Change in the sales order must date RESPIK Res
5. Enter a special note code to attach to this line item SPECIAL INSTRUCTI ONS LI NE 1 01 Enter any special instructions associated with the line item The list price or pricing table price is now displayed for the product number entered Enter the unit price of the product LIST PRICE 50 00 UNIT PRICE FOR QTY 1 00 15 50 00 UNIT PRICE The screen now returns to the product number prompt When you are finished entering line items Enter E 11 Sales Order M aintenance Now you have the opportunity to enter any note codes or special instructions associated with the order ADDING SALES ORDER SPECIAL INSTRUCTI ONS SPECIAL NOTE CODE SPECIAL INSTRUCTI ONS LINE 1000 01 DISPLAY LINE I TEMS Y If you enter a y to the display line item prompt you can list back the sales order prior to updating SHIPPED VIA Xxxxxxx Enter the method of shipment for this sales order FREIGHT TERMS CODE xx Enter the freight terms associated with the sales order SALES ORDER HOLD CODE You may put the sales order on hold by entering a hold code at this time ENTER DESIRED OPTI ON 1 CREATE SALES ORDER 2 CORRECT SALES ORDER LINE ITEMS 3 CORRECT SALES ORDER HEADER OPTI ON To add the sales order enter 1 To go back and correct the line items enter a 2 To change values on the sales order header enter a 3 The screen returns to the ship to customer number prompt for entry of your next order 12 Sale
6. File The UT 190 program is used to read flat ascii file that resides on the HP3000 and update sales order lines update functions that are currently supported are 1 Changing the product number 2 Change the quantity ordered 3 Change the unit price 4 Change the scheduled ship date The UT 190 program reads an 80 byte file in the following format Sales Order number 10 characters Line number 4 characters Product number 18 characters Quantity Ordered 10 characters incl period and two deci mal pl Price 14 characters incl period and four deci mal pl Scheduled ship date 8 characters The input file is prompted for within the program Any errors that are received during the validation process are written to an error log file The error log file name is also prompted for within the UT 190 program execution report of changes executed and changes rejected is created Prompts Output options are prompted for FILE NAME Enter the file name of the input file FI OPENED FI CONTAINS 2 RECORDS ERROR LOG FILE NAME LE LE Enter the file name to write an errors encountered to Sales Order Maintenance UT 699 Generate Customer PO Lookup file Use this command to create a KSAM Customer purchase order file for use by command TR 190 Change a Sales Order The SOEFIL file is read serially and all sales orders open and closed with a customer purchase order are written to the KSAM file
7. NUMBER 221100 1 25 PRODUCT DESCRI PTI ON ASSIGN TO LINE NUMBER CUSTOMER PART NUMBER COMMISSION PERCENTAGE DISCOUNT PERCENTAGE QUANTITY ORDERED 1 REQUESTED SHIPMENT DATE 12 31 SCHEDULED SHIPMENT DATE 12 31 3 PRODUCT 221100 1 25 LIST PRICE 50 7500 UNIT PRICE FOR QTY 1 15 UNIT PRICE 1 50 SPECIAL INSTRUCTIONS LINE 3 01 REASON CODE 1 COMMAND TEST OM 0 change a sales order command XC X GEO KKK KKK KKK KK EG X x FOR CUSTOMER PO 25853 523 SKOKIE IL 12345 06 23 98 SALES ORDER LI NE COMMANDS A GJ CJ CJ CJ CJ CJ CJ C CJ C5 o c O1 ENTER COMMAND NUMBER x x ADD A LINE ITEM DELETE A LINE ITEM CUSTOMER PART NUMBER COPY SPLIT A LINE ITEM CUSTOMER REQUESTED SHIP DATE SCHEDULED SHIP DATE QUANTITY ORDERED UNIT PRICE COMMISSION RATE RENUMBER A LINE ITEM DISCOUNT PERCENT PRODUCT NUMBER LINE HOLD CODE PLANT CODE FOR LIST 130 00 TOTAL VALUE 00 LPS PAT12 095 2X4 25 PTC25 50 7500 COMMENTS JOHN CALLED AND ADDED TO ORDER COMMENTS C R TO CONTI PRODUCT NUMBER E SALES ORDER 25853 ENTER COMMAND NUMBER FOR LIST E DO YOU WANT TO REPRINT THE SALES ORDER Y E DO YOU WANT TO INCREMENT THE REVISION NUMBER Y E SALES ORDER NUMBER FOR CUSTOMER P0 COMMAND TEST OM 0 191 Sales O
8. if the sales order field in the header record is left blank 2 If credit check flag OMAR COMIN variables is set to 1 this utility program will perform credit check on the customer and put the order on credit hold if the customer s credit limit is exceeded 3 After the order header record SODFIL is added to the OMAR database a commission record COMFIL constructed with sales agent from the ship to record CUSFIL 100 pro rate percentage and zero commission amount is added to the database 4 The user is prompt to wether or not to add the sales order to the sales order acknowledgement file 5 sales order number is added to the sales order print file SOFI L This file contains only the sales order Number of the sales orders added to the database by this program It can be used to obtain hard copy of these added sales orders with OM UT 700 6 The special note codes in the header record are used to obtain the special notes from SNTAB file and these notes are added to SIFIL dataset 7 The potential A R is calculated if credit check is set to 1 and the potential A R days in not zero in the OMAR COMIN variables 23 Potential If the shippment potential Sales Order Maintenance A R window is calculated by adding COMIN ever is greater A R window price quantity calculated by to the BILPOT 0 Primary plant code in SODFIL 9 The following into suspense file be put errors will r
9. sales order number prompt a prompt appears which allows you to enter the first few characters of the customers purchase order number and pull up the sales order you would like to maintain Comin Variables for Sales Order Maintenance A new command TR 191 has been added to allow you the ability to set comin variables for the Sales Order Maintenance software The comin variables will include defaults for sales order revision changes sales order reprint changes reason code defaults etc See the documentation under command TR 191 for a full description of the changes New Sales Order Change Features Several new features and options have been added to the TR 190 C hange a sales order command 1 Option 112 Change a ship to customer number 2 Option 113 Change the M ust date 3 Option 114 Reset Pick list flag 4 Option 122 Change the sales agent s 5 Option 124 Change the sales order hold code 6 Option 125 Change the sales order user defined fields Release 10 and 11 only 7 Option 126 Renumber all sales order line items 8 Option 133 Copy Split a line item 9 Option 140 Renumber a sales order line item 10 Option 143 Change the product number on a line item New Range of line items option We have added the ability to enter a range of line numbers for the date commission and discount features If you enter a to the line number prompt you can enter a beginning and ending line number This feature is help
10. with the ship to and bill to customer If you respond to this prompt the sales order values willremain the same and only the customer number name and address will be updated If you selected option 119 changing the sales order special instructions the following prompts appear INSTRUCTION OPTI ON 1 ORDER I NSTRUCTI ONS 2 LINE ITEM INSTRUCTI ONS OPTI ON 1 To add change or delete instructions at the end of the order select option 1 To add change or delete instructions on a sales order line item choose option number 2 You will be prompted for the line number Sales Order Line Item Changes If you are making a change to a line item the following prompts will appear LIST SALES ORDER LINE ITEMS N If you would like to view your sales order lines enter a Y For most i ne item changes the old value will be di and you will Sp be prompted for the new value 50 of i layed the 14 Sales Order Maintenance TR 190 other options are as follows If you selected option 130 add a line item the Following prompts appear PRODUCT NUMBER ASSIGN TO LINE NUMBER x If you wish to insert a line enter the value as a decimal For example if your sales order has 4 line items and you wish to insert a line between lines 3 and 4 enter the line number as 3 5 The line must meet the renumbering criteria mentioned below to do so CUSTOMER PART NUMBER COMMISSION PERCENTAGE DISCOUNT PERC
11. 2 12 98 1 40PM BYRNS SALES ORDER NUMBER E COMMAND TEST OM 0 E Example of changing the scheduled and requested e Ship date concurrently a range of line items T from within the TR 190 change a sales order command XC ECKE OK E E E E E E E E GG E EEEE EEEE EEEE EEEE EEE EEEE EEEE EEEE EEEE COMMAND TEST OM 0 TR 190 Change a Sales Order v4 0 SALES ORDER NUMBER FOR CUSTOMER PO 35134 NDC WARWICK RI 10225 24 SALES ORDER CHANGE COMMANDS SALES ORDER LINE COMMANDS 111 SHIP TO ADDRESS 130 ADD A LINE ITEM 112 SHIP TO CUSTOMER NUMBER 131 DELETE A LINE ITEM 113 MUST DATE 132 CUSTOMER PART NUMBER 114 RESET PICK LIST PRINT FLAG 133 COPY SPLIT A LINE ITEM 116 FREIGHT TERMS CODE 134 CUSTOMER REQUESTED SHIP DATE 117 METHOD OF SHIPMENT 135 SCHEDULED SHIP DATE 118 CUSTOMER PURCHASE ORDER NUMBER 136 QUANTITY ORDERED 119 MAINTAIN SPECIAL INSTRUCTI ONS 138 UNIT PRICE 120 PAYMENT TERMS CODE 139 COMMISSION RATE 121 GROUP CODE 140 RENUMBER A LINE ITEM 122 SALES AGENT S 142 DISCOUNT PERCENT 123 SALES CATEGORY CODE 143 PRODUCT NUMBER 124 HEADER HOLD CODE 144 LINE HOLD CODE 125 USER DEFINED FIELDS 10 11 146 PLANT CODE 126 RENUMBER ALL LINE ITEMS SALES ORDER 35134 ENTER COMMAND NUMBER FOR LIST 135 CHANGE THE SCHEDULED SHIP DATE ORDER STATUS OPEN VALUE 27354 69 6 OPEN LINE ITEMS LIST SALES ORDER LINE ITEMS SALES ORDER 35134 ENTER LINE NUMB
12. ENTAGE QUANTITY ORDERED 1 REQUESTED SHIPMENT DATE SCHEDULED SHIPMENT DATE UNIT PRICE SPECIAL INSTRUCTI ONS LINE x 01 For option 133 copy split a line item the following prompts appear SALES ORDER xxxx ENTER LINE NUMBER TO COPY FROM Enter the line number you wish to copy or split Then the following prompt will appear CURRENT BACKORDERED QUANTITY 15 xxxx xx QUANTITY TO SPLIT C R COPY If you wish to split the line iteminto a new line item enter the quantity of the new line item to be created The quantity must be less than the current backordered quantity you split the quantity entered will be deducted from the copy from line item and added to the new line item If you wish to copy the line item press return A new line item will be created for the same quantity as the copy from line item Both splitting and copying the line item will n the newly created line item the next availabl number on the sales order assig e line For option 134 and 135 change the requested date or the scheduled ship date the following prompt appears ENTER LINE NUMBER A FOR ALL FOR RANGE 15 Sales Order aintenance With these two date options you may update the dates on all line items by entering or or you may enter a range of line items by entering a The following prompt then appears SET THE SCHEDULED AND REQUESTED DATE TO THE SAME VALUE Y You have the option of sett
13. ER A FOR ALL FOR RANGE SET THE SCHEDULED AND REQUESTED DATE TO THE SAME VALUE Y Y BEGI NNI NG LI NE NUMBER 2 ENDING LI NE NUMBER 5 TOTAL VALUE 27354 69 NEW SCHEDULED SHIPMENT DATE 12 31 UPDATE ORIGINAL SCHEDULED SHIP DATE N REASON CODE DESCRIPTION E COMMENTS RESCHED DUE TO PLANT CAPACITY COMMENTS C R TO CONTI NUE amp NUMBER OF LINES UPDATED 4 SALES ORDER 35134 ENTER LINE NUMBER A FOR ALL FOR RANGE E SALES ORDER 35134 DO YOU WANT TO REPRINT THE SALES ORDER Y E DO YOU WANT TO INCREMENT THE REVISION NUMBER Y E ENTER COMMAND NUMBER FOR LIST E Example of adding a sales order line item within e the TR 190 LEE E E EE E E EE SALES ORDER NUMBER MENARD CASHWAY LUMBER SALES ORDER CHANGE COMMANDS SHIP TO ADDRESS SHIP TO CUSTOMER NUMBER MUST DATE RESET PICK LIST PRINT FLAG FREIGHT TERMS CODE METHOD OF SHI PMENT CUSTOMER PURCHASE ORDER NUMBER MAINTAIN SPECIAL INSTRUCTI ONS PAYMENT TERMS CODE GROUP CODE SALES AGENT S SALES CATEGORY CODE HEADER HOLD CODE USER DEFINED FIELDS 10 11 RENUMBER ALL LINE ITEMS SALES ORDER 25853 ADD A LINE ITEM TO THE SALES ORDER ORDER STATUS OPEN VALUE 2 SHIPPED LINE ITEMS LIST SALES ORDER LINE ITEMS N N PRP PPP PPP PPP PPP NJ gt QJ IS CO o co 4 c r2 i PRODUCT
14. ER Xxxxx ENTER COMMAND NUMBER FOR LIST When you have completed making changes to this sales order then enter an and the following prompts will appear DO YOU WANT TO REPRINT THE SALES ORDER x Respond Y if you want the order number to print with the next UT 700 sales order run This prompt can be suppressed or the default Y or N can be set through the use of a comin variable setting in TR 191 DO YOU WANT TO INCREMENT THE REVISION NUMBER x Respond Y to increment the sales order revision number This prompt can be suppressed or the default Y or N can be set through the use of a comin variable setting in TR 191 Returns to SALES ORDER NUMBER prompt Enter the next sales order number to maintain or to exit Special Considerations on Renumbering L ine Items or Changing the Product Number n order to renumber or insert sales order line items the following must be true The sales order may not have any shipments or invoices The sales order may not have any configurable line items The sales order may not be associated with Manman Projects The program will renumber any allocation records or sales order line instructions Special C onsiderations for C hanging the Ship to C ustomer In order to change the ship to customer the following must be true The sales order may not have any shipments or invoices 17 Sales Order aintenance Changing the ship to customer changes the shi
15. F 011 1057 001 71356 000120 0000020 0020020530000000013 26001 2682201 305098 Y Y 1057 001 71356 000130 SILVER ACRYLIC 080 ce ee 30X6 1057 001 71356 000220 0000010 0020020530000000018 03001 2682219 305105 Y Y 1057 001 71356 000230 SILVER ACRYLIC 125 30 6 1057 001 71356 000320 0000020 0020020530000000012 02001 2682342 305102 Y Y 1057 001 71356 000330 SILVER ACRYLIC 125 305102 1 10 24X4 8 COMMAND TEST OM 0 1 190 List Sales Order Changes and Cancellations v4 0 ENTER DESIRED OUTPUT OPTION 0 LINE PRINTER 1 TERMINAL 132 COLUMNS 2 ENTER LOGICAL DEVICE DISC FILE 132 COLUMNS 3 TERMI NAL 0 ON 3 SALES ORDER NUMBER 25853 SALES ORDER CHANGES AND CANCELLATI ONS PAGE NO SALES ORDER NUMBER 25853 ORIG SO DATE 06 23 98 vera ID ee erc I GE MENARD CASHWAY LUMBER 523 6001 OAKTON STREET MENARD INC 6001 W OAKTON STREET LIST ENTRIES FROM OMAR CHANGE FILE N LIST AUDIT FILE RECORDS Y LINE PRODUCT OLD NEW OLD NEW OLD NEW OLD NEW OLD NEW MES G NO NUMBER DESCRIP CUS REQ ORG SCHD SCHD SHIP QTY ORD UNT PRICE DATE HDR OLD 12 31 98 NEW 00 00 00 1 MUSTDT SET THE MUST DATE 12 12 98 12 51AM BYRNS 1 999025 1 06 24 98 06 24 98 06 24 98 1 00 000 REQSHP 06 25 98 00 000 1 LUCITE ES HEADER SET THE CUST RQ DATE 12 12 98 1 28PM BYRNS 3 221100 1 25 12 31 98 12 31 98 12 31 98 1 00 1 500 ADD LN LPS PAT12 095 2X4 JOHN CALLED AND ADDED TO ORDER 1
16. Prompts The date of the last time the file was regenerated is displayed and you are prompted READY TO START RE GENERATI ON N Y Enter Y to begin the creation of the KSAM File DI SPLAY OPTI ON 1 CUSTOMER NUMBER AND NAME 2 CUSTOMER NAME AND ADDRESS LINE 4 OPTI ON 1 Enter the option either to display customer number and name or customer name and adress Files Accessed SOEFIL Sales order header file CUSPOFIL FDATABxx Customer purchase order lookup file File Format Customer purchase order number 1 24 Sales order number 25 34 Ship to customer name or number and address 35 66 Date sales order was entered 67 74 22 Sales Order Maintenance UT 771 UT 771 Sales Order Upload program The UT 771 programs reads a flat ascii file U771SOIN that resides on the HP3000 and adds Omar sales orders All of the validation required to add a sales order is performed Any order that does not validate will not be added but printed on an exception report Files This program utilizes 2 files U771SOIN input file 500 bytes fixed asci 2 U771SUFL output file suspense file of records in error 500 bytes fixed ascii You will need to build U771SUFL before uploading the records in 0771501 BUILD U771SUFL 500 F ASCII DISC 10000 The UT 771 follows the standard Omar sales order entry rules 1 The ManMan automatic sales order number generation method is used to create sales order numbers
17. Sales Order Maintenance User M anual Summit Systems Inc 308 Orchard Ave St Louis Mo 63119 2526 Phone 314 963 9021 Fax 314 968 4122 Email SummitSys aol com Web www sumsystems com products html Version 6 0 September 2005 ASK Manman and OMAR are registered trademarks of Computer Associates International Inc Sales Order Maintenance Contents Sales Order Maintenance 2 Sales Order Maintenance Enhancements 3 1 190 List Sales Order 6 TR 105 Sales Order ERE us ius acie e de ac Seg ac etas s 9 TR 190 Change a Sales 0 12 TR 191 Sales Order Maintenance Comin 18 UT 190 Sales Order Changes 20 UT 699 Generate Customer PO Lookup 1 21 UT 271 Sales Order Upload aci EX XE Orci Exc 22 2 Sales Order aintenance Features Sales OrderM aintenance F eatures The Sales Order Maintenance system allows you to quickly and easily change over 25 elements of your sales order without entering into TR 100 An Audit Trail is also kept The Sales Order Maintenance system also performs sales order adds and changes in a batch environment Features Conversational change capability You are prompted for a sales order number and then you can mak
18. ank value on ship to used not used optional optional optional not used sales order number optional if left blank seq number assigned Ship to customer number Required Customer PO Number optional Sales Order Line Number Required 20 for a detail record not used Quantity Ordered required 2 decimal places including period Scheduled Requested ship date required Unit Price Required 4 decimal places not used Customer Part Number optional Product Number Required Y or N okay to ship before date SODPRI OR not used E CODE1 optional OTE CODE2 optional OTE CODE3 optional 25 Sales Order aintenance Note Record Beg End Len 1 10 10 22 4 woe woe UJ cnr NJ 4 45 104 60 This record is optional NR SHI PTO HR PONO LI Ship to customer number required Customer PO Number optional 0000 header note otherwise line number required 30 for a note record required not used not used special instruction text required Example of UT 771 input file PRI NT 0771501 BYRNS TEST 1057 001 271356 000010 20020521 5 Y CA 1 1 1057 D H HOWDEN DIVISION 3232 WHITE OAK ROAD LONDON ONT CANADA 408 YELLOW FREI GHT 5 501234 00 5196862246 0079 20020530 000000 1057 001 11356 00003001 REF 43700 1057 001 71356 00003002PERHBDWHALEY TE519 686 2200 1057 001 71356 00003003ZZ OF THE MONTH INVOICE AS OF 1ST OF
19. be retrieved more than one match is found then a list of the sales orders matching the string entered is and you are asked which sales order number to select lf this is your first entrance into the screen the change a sales order menu now appears You will then see the prompt SALES ORDER xxxxx ENTER COMMAND NUMBER FOR LIST Enter one of the 3 digit command numbers corresponding to the change you would like to perform If you would like to see a list of the command numbers enter a question mark The sales order number is always displayed at this prompt 13 Sales Order aintenance so that the user always knows the sales order number that is in the process of being changed s now obtained and you ked and shipped line items he open and total value The status of the sales order i will be told how many open pic appear on the order along with t of the sales order Sales Order Header Changes If you are changing the header of the sales order the command will display the current value of the sales order field and you will be prompted for the new value If you selected option 112 changing the ship to customer number the following prompts appear NEW SHIP TO CUSTOMER NUMBER Enter the new customer number COPY NEW SHIP TO DEFAULT TAX SALES CATEGORY METHOD OF SHIPMENT AND PAY TERMS TO THE SALES ORDER Y We give you the option of updating the sales order with the default values associated
20. bles This command is used to set the comin variables for the Sales Order Maintenance Command TR 190 These variables are used to set defaults or suppress a number of the prompts within TR 190 Prompts RESTRICT SECURITY ON SELECTED TR 190 FUNCTIONS N Y This prompt will allow you to prohibit users from using individual functions within the TR 190 maintenance command If you respond Y then the following prompt will appear COMMAND NUMBER 999 Enter the three digit function as displayed in the TR 190 menu 1 RESTRICT 2 ALLOW OPTI ON 1 Enter 1 or 2 to restrict or allow the function Initially the software allows all users access to all functions unless you specifically restrict a function in TR 191 MENU DISPLAY OPTI ON 1 DISPLAY MENU ONCE WHEN YOU ENTER THE COMMAND 2 DISPLAY THE MENU AFTER EACH TRANSACTI ON OPTI ON 1 1 The menu of 25 different changes to choose from appears when you first enter the TR 190 transaction After the first change the menu no longer appears If you would like the menu to appear after each change set this variable to a 2 NCREMENT SO REVISION NUMBER OPTI ON PROMPT THE USER DEFAULT TO Y PROMPT THE USER DEFAULT TO N DO NOT PROMPT ALWAYS INCREMENT DO NOT PROMPT DO NOT INCREMENT OPTI ON 1 1 Upon finishing changing a sales order you have the option of incrementing the sales order revision number This variable allows you to suppress the prompt options 3 or
21. e multiple changes quickly and easily in a question and answer format rather than block mode Contains new features that are unavailable with traditional Omar Order Entry Change the product number without deleting and re adding Copy and Split sales order line items Change the Ship to customer Renumber a single line item or all lines on your order Quick sales order number lookup by customer po number Perform changes to a range of line item numbers Option to update the Manufacturing order demand file ODF Sales Order change audit trail capability Each sales order change will be written to a small sales order audit trail data base The user name who made the change along with the date and time the change was made is written to the data base With each change you have the option of entering up to 30 characters of comments describing why the change was made to the sales order The before and after values are captured A list command is provided which will allow all users to see what changes were made to the sales orders the comments as to why the changes were made and who made the change Sales Order Maintenance Sales Order Order Entry and Change in a Batch environment Benefits Increase the efficiency of your customer service group by enabling easier maintenance capability Provide an audit trail to all users of the changes made to your sales orders and the reason they were chan
22. equest date falls within t then the potential A R t he i tax and it i S s added field code from PROMAS is used as the plant cause the order or line to UT771_HEADER ERRORS GET CUSFIL RECORD FAILED INVALID BILL TO SHI P TO NUMBER COMBI NATI ON GET BILMAS RECORD FAILE GET TAXMAS RECORD FAILE GET COMIN VARI ABLE FAIL UPDATE COMIN VARI ABLE ADD SOEFIL TO DATABASE D D ED SALED ORDER FAILED FAILED UT771 DETAIL ERRORS GET CUSFIL RECORD FAILED WHILE RE PROCESSI NG SUSPENDED LINE ITEM GET BILMAS RECORD FAILED WHI LE RE PROCESSI NG SUSPENDED LINE ITEM GET PROMAS RECORD FAILED ADD SODFIL TO DATABASE FAILED UT771 NOTE ERRORS 12 ADD SIFIL TO DATABASE FAILED The errors are printed on a Report Input File layout RECTYPE 10 HEADER 20 DETAIL RECTYPE 30 NOTE RECORD Beg End Len 1 10 10 SHIPTO Ship to customer number Required 11 32 22 PONO Customer PO number Opti onal 33 36 4 IHR_LINENO not used 37 38 2 RECTYPE 10 for a header record Required 39 40 2 IHR REC SEQ not used 41 48 8 I HR SODATE not used 49 54 6 HOLD sales order hold code 24 55 56 57 60 61 66 67 72 13 86 87 96 97 132 133 168 169 204 205 240 241 262 263 272 273 274 275 288 289 292 293 298 299 304 305 310 311 320 321 331 Detai 1 10 11 32 33 36 37 38 39 40 41 50 51 58 59 72 incl udi 73 82 83 11 113 142 143 144 145 162 163 168 169 174 175
23. es Order Entry Command TR 105 is used to enter sales orders It is a conversational order entry system which allows quick and easy entry of orders with very little training The first is to enter the ship to customer number and header information about the sales order second part of the order entry allows the user to enter product numbers dates quantities and prices for one or more products At the conclusion of entering products the user enters sales order special instructions and then gets to enter the method of shipment and whether or not to put the order on hold Prompts SHIP TO CUSTOMER NUMBER Enter the customer number of the ship to customer If you wish to search for customer numbers enter a to perform a lookup by customer name The ship to and bill to name and address appear followed by EDIT SHI P TO ADDRESS N You can override the address on the sales order by entering a Y to this prompt The header screen of the order entry process appears 0 NO STANDARD DISCOUNT 00 OK FLAT COMMISSION RATE PAYMENT TERMS CODE XX REQUESTED SHIP DATE SCHEDULED SHIP DATE OK TO SHIP PRIOR TO REQ DATE Y SALES CATEGORY xxx NUMBER OF AGENTS COMMISSIONED 1 AGENT xxx PRO RATA The entry of this screen is self explanitory The payment terms sales category and default sales agent are fromthe ship to customer file The only caveats regarding data entry in the header screen are as f
24. et the sales order pick list flag FREI GH Change in the freight terms METSHP Change in the method of shipment CUSTPO Change in the customer purchase order INSTRU Change in the special instructions PAYTRM Change in the payment terms GRPCOD Change in the sales order group code SALCAT Change in the sales category code HDRHLD Change in the sales order header hold code USRDEF Change the sales order user defined fields ADD LN Line item was added DEL LN Line item was delete CUS Customer part number changed COPYSP Copy or split a sales order line item REQSHP Customer requested ship date changed SCHED Scheduled ship date was changed QTYORD Quantity ordered was changed Unit price was changed COMMI 57 Commission rate was changed RENUMB Renumber a sales order line item DISCNT Discount rate was changed PRODNO Change the product number on a line item PLANT Plant code was changed Second Line if these elements changed 8 Sales Order aintenance 11 190 New customer requested ship date SODCUS SODFIL New original scheduled ship date SODOSCH SODFIL New scheduled ship date SODSCH SODFIL New quantity ordered SODQO SODFIL New unit price SODPRI SODFIL Third Line Description of product if a line item change Change Comments Date the change was made Time the change was made User name logon who made the change Sales Order Maintenance TR 105 Sal
25. ful with users with sales orders with several line items that want to apply a change to several but not all lines on the order New Order Demand file update option Y ou now have the ability to update the manufacturing order demand file with the sales order changes made real time without waiting for the nightly Omar UT 205 to run Sales Order Maintenance Enhancements made to Release 3 0 A User name and time logged The user hp logon who made the change and the date and time the change was made is now logged to the data base These values appear when you list the sales order changes in L1 190 B Multiple Comment lines You may now enter more than one 30 character comment lines when documenting a sales order change All comment lines will appear when listing the sales order changes in L1 190 C Change Requested Date on All Lines The change a requested ship date option allows you to enter ALL to the line number prompt and change the requested date on all line items with a single transaction D Changing a Discounted Price Enhancements When changing the price on a line item the system will let you type in the new price and reduce it by the discount percentage on the line item Previously if you had to change the price on a discounted line item you had to calculate the discount yourself and enter the price addition the pricing changes and discount change feature will list the before and after values of the prici
26. ged Enhancements made to R elease 6 0 New Sales Order Upload Utility UT 771 This new utility will read a flat ascii file residing on the HP3000 and add sales orders Complete validation of all fields is performed and a report of exceptions is created New Sales Order Change Utility UT 190 This new utility will perform changes to existing sales orders in a batch environment A flat ascii file on the HP3000 is read and changes to the product quantity price and scheduled shipdate are made Enhancements made to R elease 5 0 Foreign Currency sales order enhancements The 138 change a unit price function and the 143 change a product number on a line item are now able to be used on foreign currency sales orders Security Options There is a new comin variable option in TR 191 to turn off and on the individual sales order change features in the Sales Order Maintenance command TR 190 Quick date quantity price change There is a option 137 in the TR 190 command which will allow the user to quickly change the ship dates order quantity and unit price on a line item 4 Sales Order aintenance Enhancements Enhancements made to Release 4 0 New Customer Purchase Order Lookup We are now shipping the Summit Systems customer purchase order lookup with the Sales Order Maintenance system The command UT 699 generate customer purchase order search file program is included with the product When the user enters a to the
27. ing the scheduled and requested date to the same value This allows you to update both dates in a single transaction instead of performing two transactions If you requested a range of line items the following prompts appear BEGI NNI NG LI NE NUMBER ENDING LI NE NUMBER For option 140 renumber a line item the following prompt appears SALES ORDER xxxxx ENTER LI NE NUMBER TO MOVE Enter the line number to move on your order Then the following prompt appears LINE NUMBER TO ASSI GN Enter the new line number for this line item You may not assign a line number that is already on file For all other sales order line item transactions the following prompt appears SALES ORDER xxxxx ENTER SO LI NE NUMBER xxx Enter the line number of the line you wish to change If you press return the default line number will be used The default line number is the first open line item on your sales order After entering the new sales order value the following prompt Appears REASON CODE Enter a valid reason code from the OMAR reason code table It is possible to suppress the reason code prompt and set a default variable with the use of a comin variable setting in command TR 191 COMMENTS COMMENTS C R TO CONTINUE 16 Sales Order Maintenance TR 190 Enter one or more lines of 30 character comments describing why the change was made Enter C R to continue Returns to the sales order command number prompt SALES ORD
28. ng or discount change E Line item hold code option The ability to change a line item hold code has been added to the line change menu The change a plant code on a line item option has been assigned to a new number for consistency with the rest of the OMAR commands F Command Streamlining A few prompts have had their defaults changed and a few prompts have been eliminated to expedite the flow of the transaction The carriage return to acknowledge the change reason code has been eliminated The default to line the sales order lines has been changed to N 6 Sales Order aintenance 11 190 11 190 List Sales Order Changes This command is used to list changes made to sales orders using command TR 190 In addition this screen will extract information from the OMAR CHAFIL change file to capture any sales order changes or cancellations made by the user in command TR 100 This will allow the user to have a complete picture of the changes made to the sales order Entries are listed in descending most recent date sequence Prompts Displays output options OPTION 3 SALES ORDER NUMBER Enter a sales order number If the sales order is still on file the customer master information is listed If any entries are on file from the OMAR CHAFIL the following prompt appears LIST ENTRIES FROM SALES ORDER CHANGE FILE Y If any entries are on file from the Audit Trail file the following prompt appears LIST
29. ollows a To apply the commission rate for each line item press return at the commission prompt If there is not a commission associated with this sales order enter a zero to the commission prompt b If you wish to apply a commission to more than one sales agent you enter the number of sales agents to split and the number of sales agents commissioned prompt 10 Sales Order Maintenance TR 105 Upon entering the header information of the order the following prompt will appear PRODUCT NUMBER Enter a valid product number To look up products by product description enter a to this prompt Upon entering a product number the following information will appear if you use allocations QUANTI TY AVAI LABLE 999 99 DETAILED AVAILABILITY LIST N x Entering a Y to the availability prompt will display list of the open supply and demand for the product CUSTOMER PART NUMBER Enter the customer part number associated with this line item f you entered return to the commission prompt on the header creen the following prompt appears COMMISSION PERCENTAGE QUANTITY ORDERED Enter the quantity ordered of this line item REQUESTED SHIPMENT DATE 99 99 99 CAN SHIPMENT BE MADE PRIOR TO THIS DATE Y SCHEDULED SHIPMENT DATE 99 99 99 Enter the requsted and scheduled ship date of this line item ENTER LINE NOTES N Y If you wish to enter notes associated with this line item enter a Y NOTE CODE
30. p to number name and address fields Responding Y to the copy customer defaults prompt will also update the tax flag tax code sales category code method of shipment payment terms and hold code field Special C onsiderations for U pdating the M anufacturing Order Demand file If you have the comin variable turned on in TR 191 to update the manufacturing order demand file the TR 190 change sales order command will update the order demand file immediately The types of changes that trigger the order demand file update are as follows Header Hold code Renumber all line items Add a line item Delete a line item Copy Split a line item Change customer requested date Change scheduled ship date Change quantity ordered Renumber a line item Change a product number Change the line item hold code 146 Change the plant code on a line item T 4 VW UW UW 4 U GO gt UJ r2 o Configurable line items do not update the order demand file Files Accessed MAS Bill to master fi FIL Ship to master fi FIL Sales order chang FRTMAS Freight terms mas OMAAUD Sales order audit PROMAS Product master fil SIFIL Special instructio SODFIL Sales Order detail f SOEFIL Sales Order header f ODF Manufacturing Order Demand file updated 18 Sales Order Maintenance TR 191 TR 191 Sales Order Maintenance Comin Varia
31. rder Maintanance Comin Variables v4 0 MENU DISPLAY OPTION 1 DISPLAY MENU ONCE WHEN YOU ENTER THE COMMAND 2 DISPLAY THE MENU AFTER EACH TRANSACTION OPTI ON 1 1 NCREMENT SO REVISION NUMBER OPTI ON PROMPT THE USER DEFAULT TO Y PROMPT THE USER DEFAULT TO N DO NOT PROMPT ALWAYS INCREMENT NOT PROMPT DO NOT INCREMENT OPTI ON 1 1 REPRINT SALES ORDER OPTION 1 PROMPT THE USER DEFAULT TO Y 2 PROMPT THE USER DEFAULT TO N 3 DO NOT PROMPT ALWAYS REPRINT 4 DO NOT PROMPT NEVER REPRINT OPTI ON 1 1 REASON CODE PROMPT OPTION 1 PROMPT USER FOR A REASON CODE 2 DO NOT PROMPT FOR A REASON CODE OPTION 1 2 REASON CODE DEFAULT VALUE DEFAULT TO 1 1 UPDATE MFG ORDER DEMAND ODF FILE OPTION 1 00 NOT UPDATE ODF 2 UPDATE THE ODF FILE OPTION 1 1 1 2 3 4 COMMAND TEST OM 0 E XC CECKE OK GEO KG GE OK KG GE KG GE KG KG X GG X G GG GG G GG IG GG x Example of the TR 105 Order Entry command CUSTOMER NUMBER 4212 001 HIP TO 4212 001 BILL TO 4212 001 COMMERCIAL PLAS amp SUPPLY CORP COMMERCIAL PLAS amp SUPPLY CORP 475 W 3600 SO 475 W 3600 SOUTH SALT LAKE CITY UT SALT LAKE CITY UT 84115 84115 DIT SHIP TO ADDRESS N 0 NO TANDARD DISCOUNT 00 OK LAT COMMISSION RATE AYMENT TERMS CODE 20 EQUESTED SHIP DATE CHEDULED SHIP DATE K TO SHIP PRIOR TO REQ DATE
32. s Order Maintenance TR 190 TR 190 Change a Sales Order This command is used to change your the option of selecting up to 25 dif you can make to the sales order with sales order You have ferent types of changes in this one command We recommend that you run TR 191 to set the comin variables that effect the flow of this transaction The comin variables allow you to take the appropriate defaults for your order entry environment If you do not use reason codes always or never reprint and always or never increment the revision these prompts can be completely eliminated At the conclusion of making your changes you have the option of entering one or more 30 character comments describing why this change was made review the changes and comments made to the sales order use command 11 190 If you intend on using the customer purchase order lookup feature from within this command we recommend you run the UT 699 generate customer po lookup file each evening Prompts SALES ORDER NUMBER FOR CUSTOMER Enter a sales order number If you would like to retrieve the sales order number by entering the customers purchase order number then enter a question mark If you entered a question mark the following prompt appears CUSTOMER PO SEARCH STRI NG Enter a customer purchase order number of the first few characters of the customer purchase order number If you find an exact match the Omar sales order number will
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