Maintain a Customer's Own Goods Order
(COG Maintenance)
Access
Use this routine to create new COG documents and edit existing COGs. You can generate COG documents only for In Shop service orders, and you can create new COG documents only if you access this routine via the COG tab in the Enter a Service Order routine.
This routine may be affected by Regional Processing restrictions. That is, you may not have access to all customers and locations.
To specify your print forms for COG delivery and pickup tickets, use the Shipping Ticket field in the Point of Sale Control Settings.
Service lines with a Closed Without Completion status as designated in Status Code Settings are recognized as closed lines.
COG Number
Service OrderIf creating a new COG document, enter the service order number to which you want to link the COG document. If you click the Search button, the View a Customer's Open Service Orders screen appears, which you can use to locate a service order number. If you enter an existing COG number, the service order number automatically displays.
If creating a new COG document, after you indicate the service order number, the Item Selection for COG Screen displays. Select the merchandise you want to schedule for movement with this COG entry.
CustomerThe customer code and name from the service order appear.
Move FromThe current location from which the piece is being moved displays. Depending on the type of service, this may be the customer or a warehouse/store location.
Move to
If accessing an existing COG document, the Move To fields are not available for change.
CustomerTo return the item to the customer following service, check the box. Otherwise, leave the box blank.
LocationTo move the merchandise to a warehouse/store location (either from the customer or from another warehouse/store location), check the box. Otherwise, leave the box blank.
Location CodeIf you check the box at the Location field, use this field to indicate the code of the warehouse/store where you want to move the merchandise.
New Storage LocationIf you specify a Location code, use this field to indicate the storage location within that store/warehouse location where you want to store the item when received.
VendorIf moving the merchandise to a third-party vendor for repair, check the box. Otherwise, leave the box blank.
Vendor CodeIf you select the Vendor field, use this field to indicate the code of the third-party vendor who is repairing this merchandise.
Move Date
Type
RouteIf you selected Delivery/Pickup at the Type field, use this field to enter the delivery/pickup route code. The route code (if any) associated with the customer's zip code defaults.
TruckThe truck for the selected order appears. This field is active only if the order is not on a manifest and routing/mapping is active in the ship location of the COG.
Stop TimeEnter the time, in 24-hour military-time format (that is, HH:MM), at which you want to deliver the selected order. For example, to deliver at 4:00 P.M., enter 16:00 in this field. This field is optional.
InstructionsUse this field to enter two lines of text to be printed on the COG document.
Print Extended InstructionsTo print the extended instructions entered on the Scheduling tab of Service Order entry on the COG document, check the box. Otherwise, leave the box blank. To display these instructions, click the Action button at this field.
Print Delivery TicketSelect this field to print the Delivery/Customer Pickup ticket.
Release For CompletionTo release this COG document for completion, check the box. This field is active only if the COG document has been printed and the Move Date is not a future date.
This option is available in “Final COG” mode to the Customer (merchandise is being returned to the customer following repair). Note that the completion of a final COG to the customer triggers the completion of the linked Service lines.
