2. Order Processing New Features – Version 22
Theresa Rodriguez

3. Agenda
V22
V23

4. Entry

5. /WM – Continuous Flag = D
When warehouse continuous flag is set to 'D', it will prompt during entry for the printer to print the document on demand. Added a display to that screen of the actual document that will be printed. For example, if an operator is prompted for printer when requesting to print a pick ticket, the screen will now present 'Pick Ticket' description to confirm the prompt is related to printing a pick ticket versus an acknowledgement or some other document.

6. /WM – Continuous Flag = D
Added a display to that screen of the actual document that will be printed. For example, if an operator is prompted for printer when requesting to print a pick ticket, the screen will now present 'Pick Ticket' description to confirm the prompt is related to printing a pick ticket versus an acknowledgement or some other document.

7. /QOE – Sort – Manually Define
Added new sort option to Quote Entry. The new option is 'Manually Define' and will present a new screen that display the line number, product, description, quantity, and price and the operator can move products around by assigning the new line number.

8. /QOE – Sort – Manually Define
Added new sort option to Quote Entry. The new option is 'Manually Define' and will present a new screen that display the line number, product, description, quantity, and price and the operator can move products around by assigning the new line number.

9. Ship-To Look Up
Within Order/Quote entry, for customers with multiple ship-to's. When operator presses F3 on ship-to, moved the 'D' ship-to to the bottom of the display.

10. Cost Of Sales Rebates - GLTM
Added a new 'Cost of Sales Rebates' to the G/L table and Product Line Maintenance. If this account is defined, then the portion of a rebate cost for a sales order transaction will be posted to this account versus reduced from the cost of sales account.

11. Cost of Sales Rebates - PLM
Added a new 'Cost of Sales Rebates' to the G/L table and Product Line Maintenance. If this account is defined, then the portion of a rebate cost for a sales order transaction will be posted to this account versus reduced from the cost of sales account.

12. Commission Matrix 19 Customer/Ship-To/Product Line 20 Customer
21 Customer/Product Prefix
22 Product Prefix
23 Shipping Warehouse/Product Line
24 Product/Sales Rep

13. Price Matrix 37 Customer Type 38 Customer Type/Major Group
39 Customer Type/Product Line
60 Customer Ship-To

14. Processes

15. Unallocation Process
Unallocation Process - This is a new ICS utility for a standalone routine that will perform unallocation of all transactions for a warehouse or product. This will only be performed for transactions that are not linked, and have not yet printed a pick ticket.

16. Quotation Purge – Null Disposition Analysis
Quotation Purge - adjusted selection criteria to allow entering "NULL" in disposition field to allow for purging expired quotes that have not been converted or therefore have no disposition code.

17. Password Processes Sales Order Entry and Quote Order Entry
CUST.RELEASE.NUM
Sales Order Entry
ORD.RELEASE.NUM

18. Maintenance

19. Change Logs
Change Logs - Added logic to track change logs for comment line description one and two.

20. Change Logs
Change Logs - Added logic to track change logs for comment line description one and two.

21. Tax Jurisdiction Maintenance
Increased to 10

22. Customer Score
Customer Maintenance - Notes

23. Customer Score

24. Quick Price Matrix Entry
45557
Added Type 35 Product Line

25. /PM – Minimum Sell – Selling Package
46024,45482
Selling Package Quantity - Added a new 'Ov' field within Product Maintenance to allow operator to define if override options are available during order/quote entry. If the flag is set to 'N', then a message is displayed to the operator during order entry (if quantity not a multiple of selling package quantity) and automatically rounds to selling package. Is does not provide the operator to override and sell a non-multiple of selling package quantity.
-Minimum Sell Quantity - Added a new 'Ov' field within Product Maintenance to allow operator to define if override options are available during order/quote entry. If the flag is set to 'N', then a message is displayed to the operator during order entry (if quantity not a multiple of minimum sell quantity) and automatically rounds to minimum sell quantity. Is does not provide the operator to override and sell a non-multiple of minimum sell quantity.

26. Minimum Sell Quantity
46024,45482

27. Minimum Sell Quantity
46024,45482

28. Selling Package Quantity
46024,45482

29. Selling Package Quantity
46024,45482

30. Price Override Reason Code Maintenance
Price Override Reason Code Maintenance - Added new G/L override option for COGS. If a G/L account is present during invoicing for COGS for a product in which price was overridden for a specific reason, this COGS will be used for G/L posting versus the traditional hierarchy defaults for COGS.

31. Status Field = Active or Inactive
Add a new field 'Status' to Ship Via Maintenance, Freight Terms Maintenance, P/O Freight Terms Maintenance. This new flag will allow you to set a code as 'inactive'. The F3 lookup has been changed to not include inactive options and entry will disallow entry of any code that has been flagged as inactive.
Ship Via Maintenance, Freight Terms Maintenance,
P/O Freight Terms Maintenance

32. Status Field = Active or Inactive

33. Surcharge – By State
Added ability to drive surcharge logic on for specific ship-to state. Added a new column to the surcharge product screen with in Product Maintenance for 'State'. If state is entered, the surcharge product will only be added to order/quote if the ship-to state on the order matches this state. If the state field remain empty, the current surcharge logic will still apply. Adjusted order/quote applications to evaluate the new 'state' field within the surcharge evaluation logic. If the state has been defined, and the order/quote ship-to state matches the state, then add the surcharge product to the order/quote.

34. /CM – Federal ID
Added 'Federal ID' field to customer maintenance. This is used for information purposes only at this time.

35. Admin Hold Override – Option S
Added a new option to 'Admin Hold Override' field in Customer Maintenance. Added 'S' for sales orders only to go on automatic hold. The previous 'O' option performed orders and quotes, so this was added to isolate orders only.

36. Invoice Batch Reprint f3

37. Invoice Batch Reprint
Added the General Selection to the F3 in Invoice Batch Reprint. When operator presses F3, they now have the General Selection

38. Inquiries

39. Universal Daily Sales Inquiry

40. Warranty Return Statistics Flag
Added Warranty Returns statistics to the Customer Performance Summary Inquiry. Added a new field to Credit Reason Maintenance 'Update Wty Returns Stats". The warranty returns statistics will be updated if the credit reason on the sales order is flagged to update the statistics or the credit is returned to warranty onhand.

41. Warranty Return Statistics Flag
Added Warranty Returns statistics to the Customer Performance Summary Inquiry. Added a new field to Credit Reason Maintenance 'Update Wty Returns Stats". The warranty returns statistics will be updated if the credit reason on the sales order is flagged to update the statistics or the credit is returned to warranty onhand.

42. /CAI – Ship to
Added Ship To field to the CAI Inquiry to allow for ship to specific pricing

43. Last Quotation Price Inquiry
Generated a new Last Quotation Price Inquiry. This is similar to the Last Price Paid Inquiry for orders but for quotes.

44. Quote Written By Inquiry
Added 2 new sort options within the Quote Written By Inquiry. This is a 'D' Quote Date and 'DD' for descending Quote Date

45. Product Sales History Inquiry Sort
Provide new sorting option for Product Sales History Inquiry to sort by date by warehouse when leaving warehouse empty in the inquiry
By Date By Warehouse

46. Product Sales History Inquiry Sort

47. Filters Screen Wildcard Feature
Adjusted the Filter screens within SOI, SOHI, QOI, QOHI, etc. to wildcard the search fields for customer p/o number, customer release number. This will allow us to find partial matches versus having to know the exact string to find
Customer Release Number And Customer P/O Number

48. Filter Screen Wildcard Feature
Adjusted the Filter screens within SOI, SOHI, QOI, QOHI, etc. to wildcard the search fields for customer p/o number, customer release number. This will allow us to find partial matches versus having to know the exact string to find
SOI,SOHI, QOI, SOHI

49. Orphan Linkage Added To OLI
Adjusted LDE Work Order Log if deleted product had received linkage value being deleted. If linkage value when deleted, it will add the following message to the reference field 'Orphan Linkage $xx.xx'

50. Reports

51. Invoice Preview Detail Report
Added the customer p/o number to the invoice preview detail report.
Added Customer Purchase Order Number

52. Audit Reports Customer Maintenance, Customer Ship-To, Price Matrix
Added 'Deleted Items Only?' and 'Fields To Search' prompt to the Customer Maintenance Audit Report Selection
Customer Maintenance, Customer Ship-To, Price Matrix

53. Systems

54. Allow Linkage Via AOI
Added a new system option to Allow Linkages within Order Entry for orders on Admin Order Hold, but not yet released. This has to be performed from the AOI Release Queue.

55. Inventory Allocations Method
Inventory allocation methods - Added 2 new allocation methods of "Pick Ticket Date" and "Pick Ticket Date with Priorities". This works the same as previous allocation methods, but uses the pick ticket date versus previous options of order or required dates.
Pick Ticket Date and Pick Ticket Date with Priorities

56. Date Configuration Maintenance
Date configuration maintenance. This allows to define number of days that the system will perform date quality checks to

57. Date Configuration Maintenance
Date configuration maintenance. This allows to define number of days that the system will perform date quality checks to

58. Date Configuration Maintenance
Date configuration maintenance. This allows to define number of days that the system will perform date quality checks to

59. Version 23

60. Sales Tax Matrix Customer/Product Line
Customer Price Group/Product Line
51790

61. Customer Information Screen
51669

62. Deleted Order Selection Inquiry

63. Deleted Order Selection Inquiry

64. Sales Order Selection Inquiry

65. Available For Sale PWM
Added Available For Sale flag to Product/Warehouse Maintenance and added logic when filing SOE line item screen to display message if shipping warehouse has the flag set to N.

66. Available For Sale PWM

67. Rel#/Job# SOHI, SOI, QOI
Prelude Adjusted the Release# column in SOHI, SOI, and QOI to display Rel#/Job# and display release number if defined, else display job number.

68. Skeleton Entry For Kit Components
51595

69. Skeleton Entry For Kit Components
51595

70. Consolidated Invoice Flag S Option
Added a new option to the Consolidated Invoice Flag within SOE. This new option 'S" would allow a user to flag an order to be skipped from the consolidated invoice that the customer normall is setup to receive. NOTE: This possibly will require a change to your invoice print program.

71. Lost Sales Report
Added inventory class to the lost sales reports

72. Product Maintenance Commission Cost OV
Added a new Commission Cost OV flag to Product Maintenance, and logic to order/quote entry to disallow overriding if flag set to N.

73. Require P/O Number New Option C
Added new P/O Number Required field in CM of 'C' to place on admin invoice hold if p/o number not entered before release for invoicing.

74. SOI Master Account Accumulate Prompt
When executing SOI for a master customer, provide question to operator if they would like to view all orders for subsidiary accounts. If yes, it will select all orders for the various customer and display them within SOI under the master account.

75. Drop Ship Price Matrix B
Added new option to the Direct Ship Price Matrix System option of 'B'. This will allow for the pricing logic to first look for a direct ship price, and if not present default back and look at regular pricing.

76. Administrative Invoice Hold
52756

77. Administrative Order Hold – Oversized Order Check
Oversized Job admin order hold option to place an order on admin order hold if no customer job setup for an order greater than entered value. Option for oversize value override at the customer maintenance level

78. Administrative Order Hold – Oversized Order Check

79. Q&A