If your security access setting is enabled, user settings determine whether you can view your own sales data, only sales data for your login store, or access all sales data.Use this routine to view and manage delivery information for open orders. The grid lists open customer orders, based on your selections on the previous screen. You can select a line from the grid and view a read-only copy of the order or edit the order, depending on your security settings.
If your security access setting is enabled, user settings determine whether you can view your own sales data, only sales data for your login store, or access all sales data.
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Select an order line and then click the View button to access the read-only version of the order entry screen for the selected line. |
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To update an existing order, select the line from the grid and then click the Maintain a Sales Order button to access the Enter a Sales Order screen. If you do not have permission to make changes to open transactions and/or do not have access to the locations involved via your user security settings, the security override window appears. |
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To update an existing exchange order, select the line from the grid and then click the Maintain an Exchange button to access the Enter an Exchange screen. If you do not have permission to make changes to open transactions and/or do not have access to the locations involved via your user security settings, the security override window appears. |
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To update an existing merchandise return, select the line from the grid and then click the Maintain a Return button to access the Enter a Return screen. If you do not have permission to make changes to open transactions and/or do not have access to the locations involved via your user security settings, the security override window appears. |
Each row in the grid corresponds to information related to an individual order and associated detail lines. If an order contains both delivery lines and pickup lines, the data is split out into two rows in the grid, with the totals for each type on a separate row.
Ship From - shipping location for order
Route Code - route code indicated on the order
Sold At - selling location
Customer Name - displayed as “Last Name, First Name”
Order Number - customer order number
ORD Type - displays a 3 character combination Order Type code; click here for the code legend.
DEL/PU Status - status of delivery or pickup date (SCD, EST, etc.)
DEL/PU Date - If the delivery or pickup has an estimated or scheduled date, the date appears here. If there are multiple dates, the first date is displayed.
ORD QTY - quantity ordered; rounded up if product sold in fractions of the selling unit
B/O QTY - quantity on back-order
ATP BOQ - available to promise back-order quantity
Auto TRF ORD QTY - auto-transfer quantity
Auto TRF B/O QTY - auto-transfer quantity on back-order
ATP Days E (-)/L(+) - Indication of how early or late an order is by comparing the scheduled delivery date to the ATP date. For example, if the scheduled date is 09/01 and the ATP date is 09/15, the value is 14; if the scheduled date is 09/01 and the ATP date is 08/15, the value is -15. Since there can be different ATP dates per line as well as different scheduled dates per line, the number displayed here is always the largest number calculated among the individual lines of the order. For example, if one line is 15 days early, and one line is 3 days early, the value displays here as -3; or if one line is 3 days early, but another line is 5 days late, the value displays here as 5.
Contact Status, Contact Date - If a delivery contact status code and date were assigned to the order, they display in these columns.
ASMBL Cubes - This column displays a calculated delivery volume for sales orders/exchanges that are either delivery or pickup order types.
CTN Cubes - This column displays a calculated shipping volume for delivery or pickup sales orders, exchanges, and transfers.
Merch - merchandise total for order
Balance - balance of order after deposit applied
Order Date - written date of order
Calculations for Cubes (ASMBY and CTN) are based on the quantity reserved, rather than quantity ordered, for order lines with a delivery type of Delivery or Pickup.
The total fields below the grid display the number of pieces reserved and the sum of the data in their respective columns in the grid.
# Pcs Reserved
Auto TRF # Pcs Reserved
Assembled Cubes
Carton Cubes
Merchandise
Balance
The # Pcs Reserved value is calculated by subtracting the number of pieces on back-order from the number of pieces ordered. (Pcs Ord – Pcs B/O) The Auto TRF - # Pcs Reserved value is calculated in same manner, but for linked auto-transfers. Intangible items are excluded from this calculation.
