Customer Order Information Screen

Access

Tabs:  Billing, Shipping

This screen appears via the Actions button on an order-entry screen. This screen provides detailed information on the customer associated with the current order. Any changes you make to the customer fields on this screen apply only to the current order. For example, if you change the Taxable status from active to inactive, the change applies only to the current order and not to future orders for the customer.

Note that if the Recalculate Delivery Charge field is checked in the Point of Sale Control Settings, the system recalculates delivery charges if a user changes any of the following on an order:

• delivery date

• delivery status from EST to SCH

• route code

Header Area

The following fields display in the header area of all tabs in this routine.  The header area displays information based on the order document from which you accessed this screen and the customer associated with that order. The original order number appears if, for example, the current order is a exchange. The original order number would then refer to the order on which the exchange was based.

TransactionThe transaction number for the current order appears.  

TypeThe order type from the current order appears.

DateThe date of the current order appears.

StoreThe location of the current order appears.

Original OrderThe original order number appears if, for example, the current order is a exchange. The original order number would then refer to the order on which the exchange was based.

Billing

Customer Profile

Bill ToThe customer code and description from the current order appear.  

Business Contact  The default response (if any) from the Customer Settings appears. You can edit this field.

ClassificationThe default response (if any) from the Customer Settings appears. You can edit this field.

Category

CommissionThe default response from the Commission Category field in the Customer Settings appears. You can edit this field.

PriceThe price (if any) from the Price Category field in the Customer Settings appears.  To edit this field, you must have access via the Change Customer Price Category Within POS Entry field in the Extended Security settings.  

Salesperson Assigned

OrderThe Salesperson code indicated on the order displays here, or if you assigned multiple salespeople, an ellipsis (...) appears. You can edit this field. If you click the Search button you can select a salesperson code from the list. If you click the Action button, you access the Multiple Salesperson Commission Screen, where you can view and edit commission percentages for the salespeople on this order.   

ExchangeThis field is active only if the current order is an exchange. The default response from the Salesperson field on the current exchange order appears.

Financing

PlanThe default response (if any) from the Finance Provider field in the Customer Settings appears.

ApprovedThe amount (if any) from the Financing field on the Payment tab appears.

InsuredThe response here is drawn from the response at the Insurance field on the Finance Receivable Entry screen

Receivables

HoldThe current credit holds for this order (if any) appear. If you click on the Search button, you access the Credit Holds Codes window which displays all credit holds in a grid.

TermsThe terms code (if any) from the Customer Settings appears. You can edit this field.

Due DayThe default tax ID number (if any) from the Customer Settings appears. You can edit this field.

Tax

Charge Sales TaxThe default response (if any) from the Advanced Customer Settings appears. To edit this field, you must have access via the "Change Taxable Settings" user sales security setting or via a security override by an authorized user.

Apply National Tax RateThe default response (if any) from the Advanced Customer Settings appears. To edit this field, you must have access via the "Change Taxable Settings" user sales security setting or via a security override by an authorized user.

ID NumberThe default tax ID number (if any) from the Customer Settings appears. You can edit this field.

Note that if using CCH, if you leave the Charge Sales Tax and/or the Charge National Tax fields blank, this becomes a required field.  

Shipping

General

Ship FromThe default response from the Ship Location field on the current order appears. You can edit this field, except for multi ship-to master orders.  

Deliver ToUse this field to specify an alternate ship-to address. If you click on the Arrow, a list of available ship-to locations from the Ship-To Settings. If this field is inactive, no additional ship-to address exist in the Ship-To file for the selected customer.

Pickup AtThe default response from the Pick Up At field on the current order appears.

Requested Date

Customer's POYou can use this field to enter up to 15 characters of alpha / numeric text for memo purposes. This field is also updated when you enter information in the Designer's P/O Number field of the Trade Designer Information window.  

Logistics

Current Route

Next Route

TruckUse this field to specify the truck to be used on this delivery. This is not a mandatory field.

ZoneUse this field to specify the zone to which this order is being delivered. This is not a mandatory field.

Ship ViaEnter the code of the delivery company you want to use to deliver this order. If you click on the Search button, you access the Ship Via Lookup window, from which you can make a selection.

TimeThe scheduled time of delivery (if any) appears. The system first checks the Delivery Scheduling screen for a scheduled time of delivery. If a scheduled time does not appear there, the system checks the Zip Code file.  If a scheduled time does not appear there, this field is blank.

Status

ContactSpecify the code of the delivery contact status (if any) you want to assign to this order.  If you click on the Arrow, a list of contact statuses appears from which you can choose.

Note that to update this field, you must have clearance via the Change Delivery Contact Status field in the Create a User/Group Actions - Sales Security settings.  If no delivery contact statuses exist in your system, this field is inactive.

DateEnter the contact date. If you click on the Calendar Icon, a calendar appears from which you can select a date.

Delivery

Next

Postponements

Since the Last Auto-Stock Release

Delivery, Pickup

Total Postponements

Delivery, Pickup