Enhancement to Picking List Print
Picking List Print The Picking List Print has been enhanced to allow part 1 of the picking list (titled ‘Orders to be Picked’) to be tailored to allow the sales order header and trailer comments to be printed. The technical details required to tailor the Reporter report are as follows: Sales order header comments are written to the extract file via XM records with field XMTYP set to "O", these are written immediately after the sales order header record. Sales order trailer comments are written to the extract file via XM records with field XMTYP set to "o", these are written immediately after the last sales order line and any associated line comments it may have. Please note, this enhancement is not available when picking lists are printed in delivery note format. |
Changes to Bulk Confirmation
A new Order Processing cycle is now available.
|
New features added.
Order entry has been enhanced to allow the "Hold" and "Unhold" options within the order processing menu. The Picking List print has been changed to include held orders with allocated stock on new picking lists. This is controlled by the new "Print held orders with allocated stock on picking list?" system parameter. The standard credit checking process that is performed during Sales Order Entry and amendment has been made available at the point at which an order is selected for confirmation. The options for dealing with an over credit limit order are "Override the credit check" and "Abandon confirmation". Overriding the credit check uses the same credit check parameters as Sales Order Entry, i.e. override passwords etc and will set the override flag on the order so that it appears on the override audit report.
The bulk confirmation window, that lists unconfirmed orders, now highlights in red any orders that fail the credit limit check. A new system parameter has been added which allows held orders to be displayed in the Bulk confirmation window. Two new columns have been added to the bulk confirmation window that lists unconfirmed orders. "Hold status" displays the current hold status of the order. If the display held orders parameter is not enabled, the column is removed. "Gross profit margin percentage" displays the gross profit margin percentage. If the parameter to display the profit margin is not enabled, this column is removed. The standard profit margin checking parameters is used to determine how the calculation is performed. To ensure that the functions performed by the buttons which were labelled "Hold" and "Unhold" are not confused with the standard hold/unhold processing in SOP, they have been re-labelled as "Withhold" and "Release". |
DOCUMENTATION CHANGES
Sales Order Processing
Picking List Parameters Window
Print held orders with allocated stock on picking list? |
Orders that are held before being printed are normally omitted from the next picking list. Setting this parameter causes any held orders to be printed on the next picking list. |
Bulk Confirmation Parameters Window
Figure 1: Bulk Confirmation Parameters Window |
|
This window appears when you confirm your replies in the Delivery Charge Options window. |
The prompts are:
Perform credit check before allowing despatch confirm? |
Enable this option if you want to perform the standard SOP credit check against a customer before allowing an order to be confirmed. |
Include held orders in list of unconfirmed orders? |
Enable this option if you want held orders to be included in the list of unconfirmed orders displayed in the bulk confirmation window. Though these orders cannot be confirmed whilst held, including them in the list serves as a reminder to the operator that these orders are still awaiting confirmation. |
Display profit margin percentage for each unconfirmed order? |
Enable this option if you want to display the gross profit margin percentage against each order displayed in the bulk confirmation window. This is intended to help an operator decide if an order has been priced and costed correctly by the order entry operator before confirming the despatch. |
Picking List Print
System parameters |
Picking List Parameters (see Picking List Parameters Window) determine: |
|
Despatch Confirmation
Bulk Confirmation of Picked Orders
Figure 2: Bulk Confirmation of Picked Orders Window
|
|
This window appears when you choose Bulk Confirm from the Despatch Confirmation menu. |
|
Purpose |
This window lists all picked orders which have not been confirmed. It enables you to select individual orders to amend or confirm, and to withhold orders from the bulk confirmation process. |
Note |
Excluding orders from the bulk confirmation process is not the same as holding orders at order entry for reasons related to credit checking. Orders which are excluded in this window are withheld for the duration of the bulk confirmation process only. |
Note |
Orders shown with a status of held may not be confirmed. |
Note |
Where credit limit checking at despatch has been enabled, orders for customers that have exceeded their credit limit will be highlighted. These orders are not automatically included in a bulk confirm, but may be selected individually to display the "Credit Check Override" menu. |
Gross Profit Margin Percentage |
(Display Only). If enabled, this option causes the gross profit margin percentage to be displayed for each order listed. |
Held? |
(Display Only). If enabled, this column displays a tick against any sales orders that are currently held. |
Move through list |
You can move through the list using the cursor and <Page Up> and <Page Down> keys in the standard way. |
The Buttons are:
Bulk Confirm |
Confirm all the orders which have not been held. You are asked to confirm your intention. |
Note |
Bulk confirmation is an irreversible process. Any changes required after it is complete must be done for the individual orders or requisitions. |
Withhold |
Withhold an order from the bulk process. |
Release |
Release an order for bulk confirmation. |
Select |
View or amend an individual order Þ Confirm Despatch of Sales Order Options Menu |
Cancel |
Cancel the current confirmation process. All orders are returned to "Unheld" status. |
Confirm Despatch of Sales Order Options Menu
Confirm Order |
(Not available if all lines on the order or requisition are already confirmed.) This option confirms all unconfirmed lines on the current order or requisition, issuing the stock.… |
Note |
If the parameter "Perform credit check before allowing despatch confirm" is enabled, the standard SOP credit check will be carried out if the Confirm Order option is selected. If the customer fails the credit check => Despatch Credit Check Menu. |
Line Confirmation Menu
Confirm issue |
This option confirms the current line, and issues the stock. … |
Confirm whole order |
This option confirms every unconfirmed line on the order or requisition. … |
Note |
If the parameter "Perform credit check before allowing despatch confirm" is enabled, the standard SOP credit check will be carried out if the Confirm issue or Confirm whole order option is selected. If the customer fails the credit check => Despatch Credit Check Menu. |
Despatch Credit Check Menu
Figure 3: Despatch Credit Check Menu |
|
Purpose |
This window appears when credit checking at despatch is enabled and you have selected to confirm either an order or a line on a delivery, and the customer has failed the credit limit check. |
The options are:
Override the credit check |
Ignore the credit check and process the confirmation of the order as normal. The override is noted on the audit report. If an override password is required => Authorisation Required to Override window. |
Exit |
Does not proceed with the confirmation of the order or line selected. |
Authorisation Required to Override Window
Figure 4: Authorisation Required to Override Window |
|
Purpose |
This window appears when credit checking requires an override password before proceeding. |
Please Enter Password |
Enter the required override password in order to confirm the override of the credit check. |