Mass OE by del date

Account number of the customer placing the order. If the system has been set up to allow customer accounts to be created, as required by specific users (TMSDS/OE-ADDC), access is given to the customer masterfile for the addition of a new customer during sales order entry process. Customers/users with access to enter orders via web access are able to enter the ISBN, Order quantity and Type of sale; the customer number defaults and the header panel bypassed. User access is established in TMSDS/UA-CN.

In Order Processing a time frame is set by the customer to determine the date by which this order needs to be processed and delivered. This cut-off date comes into effect when the order or part of the order has gone to backorder. Backorder releases can be scheduled according to their order cut-off dates. This cut-off date carries through to all orders created from this entry. A flag on the customer masterfile determines whether a Cut-off date is required. An expiry date listing shows orders that are past the expiry date and these can be moved to Lost Sales (X).

In Return Authorisation Notice enter the Cut-off date for which authorisation notices are to print. The current system date defaults but can be overridden. In the case of the trial or loan period being a standard 30 days, the last day of the month would probably be entered. 

An internal order reference to further identify this order can be entered. This becomes our reference on all orders created from this entry.

In some transactions the warehouse defaults from TMSWH/WH-DFT but can be overridden.

In Returns Receiving the default warehouse can be overridden if no receipts have been processed. The physical warehouse can be defaulted from the parameters used to call the program. If the Logical Warehouse is the only warehouse that is served by its Physical Warehouse, the Physical Warehouse can be defaulted from this Logical Warehouse. Non location controlled warehouses are not permitted, if entered the following message displays A Loan, Consignment or Logical warehouse cannot be used. 

Special instructions can be recorded per order and print as text on the invoice. The comment text from the Customer masterfile can be defaulted and overridden. TMSDS/DFTSI determines the defaults. These special instructions follow through to all orders created from this entry. W/H Instruction function can be used for instructions specifically for the warehouse.

This flag determines whether this order value is to be checked and consequently held if it is below a set minimum value.

Y=Yes the order will be held if its value is below the predefined value. As additional orders from the same customer, also with this flag set to yes, are being processed, they will be merged into a single invoice/dispatch. They will then be automatically released into the system once the total of merged orders exceeds the minimum value. A minimum charge can be added if orders are released below the minimum value.

N=No the order will not be held or be checked for its minimum value limit.

If left blank, the Hold for minimum flag on each order will default from the individual customer masterfile records. If a value is entered, it will override the customer default for each order created from this entry. The Minimum Value Definition program is found in the Database Management module.

The Hold for minimum value flag can default by CC type. Refer to TMSDS/OE-HMVF and TMSDS/CC-SMORD.

Held orders are maintained via the Held Orders Management module.

Type of sale code (TOS) identifies the transaction as being a certain type of sale, such as special sale, complimentary, remainders. Types of sale are used throughout the system providing management with the ability to analyze sales for the various types of sale.

In Order Processing, depending on the system setup, the TOS can be defaulted and overridden either on the header panel and/or at individual line item level. If the TOS is changed on the Order Header after the line items have been entered, the TOS on those items already entered will not be changed to match the Order Header. Only those tiles entered after the change on the Order Header will match it. Line items already entered before the change, if they are to match the Order Header, must be changed individually on the item line. This is particularly important when entering samples or other no charge items. If <ENTER> is pressed on the item line entry and then the Order Header is changed to a no charge TOS, the price calculations for items already entered will remain and the customer will be charged unless the TOS is changed on the individual item lines. Items entered after the Order Header change will match the Order Header.

An entire order can be forced to have the same Type of sale, by setting up TMSDS/OE-DTOS accordingly, which cannot be overridden.

If the line item type of sale or warehouse is changed, TMSDS/OE-DTOS2 is checked sequentially until the match of type of sale is found. Parameters are Customer Classification, Item Classification and Warehouse.

TMSDS/CC-DTOS holds the default TOS code for customers.

Type of Sale codes that are freight exempt are defined in TMSDS/TR-TOSFE. Auto freight charge flag will default to ‘N’ for these codes.

This is the sales representative (rep) servicing a particular customer or site.  A record of sales per rep is kept by the system for reporting. Reps can also be classified by Product Type rather than by specific customer.  If this is the case enter a default rep in this field as a catch all and the rep figures come from a combination of customer and product sales analysis. If Reps receive commission on sales the Agent Code may be a more suitable option for monitoring rep sales.  Refer to the Documentation on Agents. TMSSA/SLRP determines which Rep to use when updating Sales History. In Sales Order Entry there is a facility to override default reps.

TMSDS/SEQ-SLRP defines the sequence for sales rep retrieval. If multiple sales reps are defined for a customer then the sales rep will be blank on the order header. Sales rep will default on the sales order header if there is only one sales rep for the customer.

The Sales rep code default can be overridden to indicate the rep responsible for the sales order. When the order is completed the sale is recorded against this sales rep. A sales rep entry is mandatory for customers that are sundry debtors or cash sale accounts as defined in TMSDS/OE-SLRP

This is the discount rate that applies when this customer orders this particular item. Discount rates are set up by customer/item combination. If the discount rate is left empty, the normal item/customer discount will apply to each line. If a discount is entered then it will override the normal discounts for that item.