26/26
Index
A B C D E F G H I J K L M N O P Q R S T U V W Z
A
- AAIsautomaticaccounting instructions, 2.4.1
- account information
-
- locating from automatic accounting instructions, 3.5.1.4
- setting up, 2.4.3
- Account Revisions form, 2.4.3
- accounts receivable integration, 1.3.1
- activating Global Order Promising, 10.2
- active sales orders, restoring, 16.6.1.2
- additional order processing during ship confirm, 12.8.2
- Additional System Info form, 10.5.3
- Address Book Conversion - F03012 program (R8903012E)
-
- processing options, 4.4.2
- running, 4.4.3
- address book integration, 1.3.2
- Address Book Revision form, 4.2.4
- advanced preferences
-
- details, 18.8.1.3
- differences with basic preferences, 18.2
- overview, 18.2.3, 18.8.1
- processing, 18.8.1.4
- schedule, 18.8.1.2
- setting up, 18.8.1
- types, 18.8.1.1
- agreements, assigning to a sales order, 7.2.2.7
- Application Constants form, 2.3.8
- approval processing
-
- overview, 7.10.2
- prerequisites, 7.10.3
- as-if currency
-
- for invoices, 15.2.1.2
- reviewing sales orders, 11.8.2.1
- associated items
-
- entering, 7.6.4
- entering for customer service representatives, 8.6.1
- entering on sales orders, 7.6.1
- overview, 7.6.1
- overview for customer service representatives, 8.6.1
- prerequisites, 7.6.2
- setting up cross-references, 7.6.1, 8.6.1
- ATP Rules Setup form, 10.6.3
- audit log
-
- overview, 7.10.1
- overview for customer service representatives, 8.10.1
- prerequisites, 7.10.3
- purging transactions, 16.7.11
- reviewing, 7.10.5
- audit log and approval processing for customer service representatives, 8.10.1
- Authorize Prepayment Transactions program (R004201)
-
- processing options, 13.3.2
- running, 13.3.3
- automatic accounting instructions
-
- defining flexible account numbers, 3.5.1.2, 3.5.1.3
- invoice cycles, 15.3.1.4
- locating account information, 3.5.1.4
- overview, 2.4.1
- sales order management, 2.4.1.2
- setting up, 2.4.3
- using in sales update, 16.4.3
- availability calculations, 11.7.10
- available to promise (ATP) rules
-
- form, 10.6.2
- overview, 10.6.1
- setting up, 10.6.3
B
- Backorder Release and Report program (R42118)
-
- processing options, 11.4.5
- usage, 11.4.4
- backorder releases
-
- batch, 11.4.1.1
- online, 11.4.4
- overview, 11.4.1
- releasing in batch, 11.4.6
- Base Price Generation by Currency program (R410601)
-
- processing options, 14.5.2
- running, 14.5.3
- Base Price Revisions form, 6.3.4
- base prices
-
- retrieving, 7.2.2.2
- setting up, 6.3.4
- updating, 6.1
- updating overview, 14.1.1
- base prices in a different currency
-
- example, 14.5.1.1
- overview, 14.5.1
- setting data selection, 14.5.1.2
- base pricing
-
- changing multiple prices, 14.1.1.1
- converting price levels, 14.4.1
- creating future prices, 14.1.1.2
- describing, 14.1.1
- overview, 6.3.1
- preference hierarchy, 6.2.1.3
- prerequisites, 6.3.2
- price group relationships, 6.4.8
- structure, 6.1, 6.2.1
- updating, 6.1, 14.1.1
- based-on-date invoicing, 15.3.1.2
- Base/Price Maintenance - Batch program (R41830)
-
- processing options, 14.1.2
- running, 14.1.3
- basic preferences
-
- differences with advanced preferences, 18.2
- example, 18.2.2.1
- overview, 18.2.1
- processing, 18.2.2
- setting up, 18.7.1
- batch backorder releases, 11.4.1.1
- batch control constants
-
- overview, 2.3.1.3
- setting up, 2.3.8
- Batch Credit Hold program (R42542)
-
- overview, 11.2.1
- processing options, 11.2.2
- Batch Order Entry program (P4001Z), 7.12.1
- batch orders
-
- for recurring sales, 7.12.1
- processing, 7.12.1
- batch receiver purge, 16.7.5
- Batch Release Credit Holds program (R42550)
-
- overview, 11.3.1, 11.3.8
- processing options, 11.3.7
- batch sales orders
-
- processing, 7.12.1
- batch types
-
- example, 16.4.2.1
- interbranch orders, 16.4.2
- billing information
-
- printing order acknowledgements, 12.4.2
- reviewing online invoices, 12.4.1
- Billing Information form, 4.2.6, 4.3.4, 4.3.5, 4.6.4, 6.2.4, 6.4.5, 6.5.7
- bills of lading
-
- overview, 12.9.1
- printing, 12.9.1, 12.9.5
- bi-weekly invoicing, 15.3.1.2
- blanket order release, 11.5.1
- Blanket Order Revisions form, 11.5.4, 11.6.4
- blanket orders
-
- describing, 9.1, 9.5.1
- entering, 9.5.1
- kits, 7.11.1.4
- prerequisites, 9.5.2
- releasing, 11.5.1, 11.5.4
- Branch Location Definition form, 2.3.9
- branch sales markups
-
- overview, 3.4.1
- setting up, 3.4.3
- Branch Transfer Markup Revision form, 3.4.3
- branch/plant constants
-
- overview, 2.3.1
- setting up, 2.3.5
- Branch/Plant Constants form, 2.3.5
- Build Customer Segment Items program (R42441)
-
- processing options, 4.6.7
- running, 4.6.8
- bulk stock information, 16.4.1.6
- bulk stock inventory integration, 1.3.3
- Business Interface Integration Objects, 1.5
- business processes, 1.2
- business units, locating in flexible account numbers, 3.5.1.4
- buying segment codes, 4.6.4
- buying segments
-
- prerequisites, 4.6.1.4
- updating codes, 4.6.1.2
- by-pass orders, 16.6.1.3
C
- Calculating Prices diagram, 6.1
- calculation rules, 15.3.1.2
- carrier preference, 18.4.1
- category codes
-
- customer groups, 6.4.1.1
- item groups, 6.4.1.2
- Check Price and Availability program (P4074), processing options, 11.7.6
- Close Text Lines program (R42960)
-
- overview, 16.7.2
- running, 16.7.4
- Commission Accruals Lookup form, 11.9.5
- commission assignments, 3.3.2
- Commission Constant Revisions form, 3.3.6
- commission constants
-
- calculating additional information, 3.3.3
- setting up, 3.3.6
- commission information
-
- assigning, 3.3.2
- entering, 4.3.7, 7.2.2.5
- overview, 11.9.1
- setup overview, 3.3.1
- commissions
-
- assigning, 3.3.2
- defining flexible sales, 3.3.1
- flexible sales, 7.2.2.5
- prerequisites, 3.3.4, 11.9.2
- reviewing accruals, 11.9.5
- commitments
-
- inventory commitment preference, 18.4.11
- using the grade and potency preference, 18.4.9
- complex item price groups
-
- overview, 6.4.1.2
- setting up, 6.4.6
- complex price groups
-
- overview, 6.4.1
- setting up, 6.4.4
- configured item orders
-
- overview, 7.11.3.1
- configured items
-
- confirming partial order quantities, 12.8.1.1
- overview, 7.11.3, 7.11.3.1
- overview for customer service representatives, 8.11.1
- confirming shipments
-
- additional non-inventory line items, 12.8.8
- batches, 12.8.4
- overview, 12.8.1
- printing related documents, 12.9.1
- test results, 12.8.2.4
- constants
-
- batch control, 2.3.1.3
- item availability, 2.3.1.1
- location control, 2.3.1.4
- location format, 2.3.1.5
- prerequisites, 2.3.3
- system, 2.3.1.2
- contract pricing, 6.5.1.3
- control pick slips and pick slips diagram, 12.6.1
- converted limit amounts
-
- example, 4.4.1.1
- rounding, 4.4.1.1
- copying sales order information for customer service representatives, 8.4.1
- credit card authorizations, 13.3.1
- credit card transactions
-
- authorizing, 13.3.1
- overview, 13.3.1
- Credit Check form, 11.8.6
- credit checking
-
- performing for order hold codes, 3.7.1.3
- prerequisite, 11.8.4
- credit holds
-
- releasing, 11.3.1
- releasing in batch, 11.3.8
- credit information
-
- entering, 4.3.8
- setting up, 4.3.1.1
- credit memos
-
- entering, 17.3.1.2
- overview, 17.3.1.2
- credit orders
-
- creating version of sales order entry, 9.2.1.1
- describing, 9.1
- entering, 9.2.1
- entering automatically, 9.2.1.2
- entering from history, 9.2.5
- overview, 9.2.1
- prerequisite, 9.2.2
- releasing order holds, 13.4.2
- cross-docking information, 7.2.12
- custom preference types, 18.4
- customer account information
-
- overview, 11.8.1
- reviewing, 11.8.6
- customer billing instructions
-
- assigning order hold codes, 3.7.3
- overview, 4.3.1
- prerequisites, 4.3.2
- setting up, 4.3.4
- setting up credit information, 4.3.1.1
- setting up tax information, 4.3.1.2
- customer credit information, 7.2.1.2
- customer currency conversions, 4.4.1
- customer currency preferences, 18.4.2
- customer freight preferences, 18.4.3
- Customer Group Revisions form, 18.9.4
- customer groups
-
- assigning pricing rules, 6.5.6
- prerequisite, 18.9.2
- Customer History Template Rebuild program (R42815)
-
- processing options, 3.6.6
- running, 3.6.7
- customer information, 4.1
- Customer Master Commission Lookup form, 4.3.7
- Customer Master Revision form, 4.2.5, 4.3.8, 5.5.3
- Customer Price Group Definition form, 6.4.4
- customer price groups
-
- generating relationships, 6.4.8
- overview, 6.2.1.1, 6.4.1.1
- customer price updates, 14.3.1
- Customer Pricing Rules form, 6.5.4
- customer sales, updating, 16.4.1
- customer segment based selling
-
- adding items to a sales order, 7.7.1
- assigning codes to customers, 4.6.1.1
- building customer segment items, 4.6.1.3
- describing, 4.1
- overview, 4.6.1, 7.7.1
- prerequisite, 7.7.2
- customer segment items
-
- adding to a sales order, 7.7.1, 7.7.4
- building, 4.6.1.3
- Customer Segment Items form, 7.7.4
- Customer Segment Items program (P983051), processing options, 4.6.3
- customer self-service
-
- activating processing options, 3.8.3
- overview, 3.8.1, 7.2.5
- prerequisites, 3.8.5
- Customer Service Inquiry form, 11.8.7
- Customer Set program (P42430), 4.5.1
- Customer Set Revision form, 4.5.4
- customer sets, date-sensitive, 4.5.1
- Customer Template Revisions program (P4015), processing options, 3.6.4
- customers
-
- assigning buying segment codes, 4.6.1.1, 4.6.4
- assigning customer price groups, 6.2.4
- assigning pricing rules, 6.5.6
- assigning to a price group, 6.4.5
- assigning to groups, 18.9.1
- assigning to preference groups, 18.9.1.1
- setting up self-service setup, 3.8.1
- cycle billing
-
- invoiced and not invoiced order lines, 15.4.1.2
- journal entries, 15.4.1.1
- prerequisite, 15.4.2
- reviewing transaction report, 15.4.1.3
- running, 15.4.1
- Cycle Billing Program (R49700)
-
- processing options, 15.4.3
- running, 15.4.4
D
- daily invoicing, 15.3.1.2
- data
-
- purging, 16.7.1
- purging active order lines, 16.7.2
- purging closed text lines, 16.7.2
- data purges, 16.7.1
-
- batch order files, 16.7.5
- moving sales order detail to history, 16.7.9
- prerequisites, 16.7.3
- sales order header, 16.7.7
- date-sensitive customer sets
-
- overview, 4.5.1
- prerequisites, 4.5.2
- setting up, 4.5.4
- default address types
-
- defining, 4.2.1.2, 4.2.6
- overview, 4.2.1.2
- default information for interbranch orders, 9.7.2
- default line information
-
- entering, 7.2.2.6, 7.2.11
- entering for customer service representatives, 8.3.9
- delivery date preferences
-
- example, 18.4.4.1, 18.4.17.1
- overview, 18.4.4
- delivery information, 4.3.5
- delivery notes
-
- prerequisite, 11.8.4
- printing, 12.9.2, 12.9.7
- Delivery Notes Inquiry program (P42290), processing options, 11.8.8
- Detail Availability form, 11.7.10
- detail information
-
- overview, 7.2.2
- substituting items, 7.6.1, 8.6.1
- detail information for customer service representatives, 8.3.2
- detail to history purge, 16.7.9
- direct ship orders
-
- describing, 9.1, 9.4.1
- entering receipts, 9.4.2.1
- performing voucher match, 9.4.2.2
- prerequisites, 9.4.3
- restrictions for kits, 7.11.1.7
- Distribution AAIs program (P40950), 2.4.1.2, 2.4.3
- document set preferences
-
- example, 18.4.5.1
- overview, 18.4.5
- draft collection for prepayments, 13.7.1
- duplicating sales order information for customer service representatives, 8.4.1
E
- editing header information, 8.3.1.1
- electronic mail messages
-
- posting errors and other messages, 16.3.4
- reviewing for sales update errors, 16.4.1.9
- end of day processing
-
- overview, 16.1
- reviewing sales journals and reports, 16.5.1
- running cycle billing, 15.4.1
- updating sales information, 16.4.1
- updating tables, 16.4.1.1
- end use preferences, 18.4.6
- end-of-month invoicing, 15.3.1.2
- Enter New Order form, 8.3.8, 8.3.9
- enter shipment, packaging, and UCC 128 shipments, 12.10.5
- EnterpriseOne System Control - Revisions form, 10.2.3
- error messages, posting, 16.3.4
- extended terms deal preferences, 18.4.7
F
- flexible account numbers
-
- defining advanced pricing automatic accounting instructions, 3.5.1.3
- defining for automatic accounting instructions, 3.5.1.2
- definition, 3.5.1
- diagram, 3.5.1.1
- example, 3.5.1.1
- locating business units, 3.5.1.4
- locating subledgers, 3.5.1.4
- locating subsidiary accounts, 3.5.1.4
- overview, 3.5.1
- prerequisites, 3.5.2
- Flexible Accounting Inquiry program (P40296), 3.5.4
- Flexible Sales Account Revisions form, 3.5.4
- flexible sales commissions, 3.3.1
- freight information, 4.3.5
- freight preferences, 18.4.8
- future prices, creating, 14.1.1.2
- future sales orders, recommitting, 16.6.1.1
G
- general accounting integration, 1.3.4
- general ledger post, 16.3
- global implementation steps, 1.4.1
- grade and potency preferences, 18.4.9
- gross profit margin pricing preferences, 18.4.10
H
- header information
-
- for customer service representatives, 8.3.1
- purging, 16.7.7
- updating, 7.4.6
- updating header to detail information, 7.4.1
- held orders
-
- generating report, B.13
- overview, 11.3.1
- printing, 13.4.2
- releasing, 11.3.1, 11.3.6
- Held Orders Reports program (R42640)
-
- overview, B.2
- usage, B.13
- Hierarchical Configuration Definition Revisions form, 5.4.3
- hierarchical configurations
-
- diagram, 5.4.1
- setting up, 5.4, 5.4.3
- setting up for UCC 128 processing, 5.4.1
- hold codes
-
- assigning, 3.7.2
- assigning during order entry, 3.7.2
- assigning in the customer billing instructions, 3.7.3
- checking for inactive customers, 3.7.1.4
- defining, 3.7.1.1, 13.2.3
- defining for prepayments, 3.7.1.7
- overview, 3.7.1
- performing credit checking, 3.7.1.3
- performing margin checking, 3.7.1.5
- performing partial holds, 3.7.1.6
- setting up minimum and maximum order amounts, 3.7.1.2
- setup overview, 3.7.1
- Hold Order Constants program (P42090)
-
- overview, 3.7.1.1
- prepayments, 3.7.1.7
- usage, 3.7.5
I
- identification codes, UCC 128, 5.2
- implementation steps
-
- global, 1.4.1
- sales order management, 1.4.2
- inactive customers, checking order hold codes, 3.7.1.4
- Integration, 1.5
- integrations
-
- accounts receivable, 1.3.1
- address book, 1.3.2
- bulk stock inventory, 1.3.3
- general accounting, 1.3.4
- inventory management, 1.3.5
- Oracle Global Order Promising, 10.1
- overview, 1.3
- procurement, 1.3.6
- transportation management, 1.3.7
- interbranch orders
-
- batch types, 16.4.2
- default information, 9.7.2
- diagram, 9.7.1
- entering, 9.7.3.1, 9.7.6
- entering shipment confirmation, 9.7.3.1
- order entry, 9.7.3
- overview, 9.7.1
- prerequisites, 9.7.4
- setting up branch sales markups, 3.4.1
- system updates, 16.4.2
- updating sales information, 16.4.2
- updating transactions, 16.4.2
- intercompany orders
-
- describing, 9.1
- diagram, 9.7.1
- overview, 9.7.1
- prerequisites, 9.7.4
- printing invoices, 15.2.1.5
- updating transactions, 16.4.2
- in-transit accounting for transfer orders, 12.8.1.4
- inventory commitment preferences
-
- example, 18.4.11.2
- overview, 18.4.11
- specifying percent-to-fill value, 18.4.11.1
- technical considerations, 18.4.11.2
- inventory management integration, 1.3.5
- inventory pricing rules
-
- overview, 6.5.1.1
- setting up, 6.5.5
- Invoice Cycle Calculation Rule form, 15.3.3
- invoice cycle calculation rules, 15.3.1.2
- invoice cycles
-
- creating preferences, 15.3.3
- preference, 15.3.1.1
- setting up, 15.3.1
- setting up automatic accounting instructions, 15.3.1.4
- setting up user-defined codes, 15.3.1.5
- invoice date ranges, 15.3.4
- invoice journal, 16.5.2
- invoice setup
-
- invoice cycle calculation rules, 15.3.1.2
- scheduled date calculation, 15.3.1.3
- invoices
-
- as if currency, 15.2.1.2
- consolidated, 15.2.1.1
- online, 12.4.1
- overview, 15.1
- printing standard, 15.2.1
- setting up default address types, 4.2.1.2
- setting up invoicing addresses, 4.2.1.1
- setting up related addresses, 4.2.1
- summarized, 15.2.1.1
- tax information, 15.2.1.3
- invoicing addresses, defining, 4.2.5
- item availability
-
- overview, 2.3.1.1
- setting up, 2.3.6
- Item Availability program (P41202), processing options, 11.7.8
- Item Branch/Plant Info form, 6.4.7
- Item Branch/Plant Info Form, 6.2.5
- item cross-reference for kits, 7.11.1.3
- Item Group Preference Revisions form, 18.9.5
- item groups
-
- prerequisite, 18.9.2
- Item Hierarchy program (P4101H), processing options, 3.8.7
- item information, 7.2.2.1
-
- generating the open orders by customer report, B.10
- generating the open orders by item report, B.12
- overview, 11.7.2
- prerequisite, 11.7.4
- reviewing, 11.7.7, 11.7.9, 11.7.9
- setting up base prices, 6.3.1
- UCC 128 processing, 5.6.1
- item information for UCC 128 processing
-
- aggregate SCCs, 5.6.1.2
- overview, 5.6.1
- package indicators, 5.6.1.1
- prerequisites, 5.6.2
- setting up, 5.6.4
- Item Master Maintenance - UCC 128 program (P41020), 5.6.4
- Item Price Group Definition form, 6.4.6
- item price groups
-
- generating relationships, 6.4.8
- overview, 6.2.1.2, 6.4.1.2
- Item Restriction Revisions form, 4.3.6
- item restrictions, 4.3.6
- Item Sales Price Level Conversion program (R41816)
-
- processing options, 14.4.2
- running, 14.4.3
- items
-
- assigning item price groups, 6.2.5
- assigning to an item group, 6.4.7
- assigning to groups, 18.9.1
- associated, 7.6.1, 8.6.1
- configured items, 7.11.3.1
- obsolete, 8.6.1
- promotional, 7.6.1, 8.6.1
- setting up cross-references for, 7.6.1, 8.6.1
- substitute, 8.6.1
- substituting, 7.6.1
J
- journal entries
-
- batches, 16.2
- cycle and non-cycle billing, 15.4.1.1
- posting, 16.3
- reviewing, 16.2
- reviewing and approving, 16.2
- updating sales information, 16.2
- verifying the post, 16.3.3
K
- Kit Selection form, 7.11.6
- kits
-
- blanket orders, 7.11.1.4
- components, 7.11.1.1
- confirming partial order quantities, 12.8.1.1
- entering, 7.11.1
- entering orders, 7.11.6
- example, 7.11.1.2
- freight calculation restrictions, 7.11.1.7
- item cross-reference, 7.11.1.3
- overview, 7.11.1
- overview for customer service representatives, 8.11.1
- prerequisites, 7.11.4
- pricing, 7.11.1.5
- quote orders, 7.11.1.4
- restrictions, 7.11.1.7
- stocking parent items, 7.11.1.6
- transfer order restrictions, 9.3.1
- work orders, 7.11.1.6
L
- line default information, confirming shipments, 12.8.8
- line of business preferences, 18.4.13
- load and delivery confirmation, 12.8.2.2
- location control, setting up, 2.3.1.4
- location formats
-
- constants, 2.3.1.5
- setting up, 2.3.9
- locations
-
- defining in branch/plants, 2.3.1.6
- setting up in branch/plants, 2.3.10
M
- Manage Existing Order form, 8.4.3, 11.8.7
- margin checking
-
- performing for hold codes, 3.7.1.5
- releasing, 13.4.2
- Master Planning Resource Revision form, 10.4.2
- matrix items
-
- entering sales orders, 7.13.4
- overview, 7.13.1
- prerequisite, 7.13.2
- Matrix Order Entry form, 7.13.4
- messages
-
- electronic mail, 16.3.4
- on orders, 2.5.1.1
- mode of transport preferences, 18.4.13
- multicurrency processing, 7.1.3
- multiple shipping and receiving locations preferences, 18.4.14
N
- next order status preferences, 18.4.15
- non-cycle billing journal entries, 15.4.1.1
- nonstock items, 2.5.1.2
- nonstock line types, 2.5.1.2
- notifications for upselling
-
- activating, 7.8.1
- activating for customer service representatives, 8.7.1
- notifications for volume-based upselling
-
- activating, 7.8.1
- activating for customer service representatives, 8.7.1
O
- on-hand inventory
-
- updating, 16.4.1.5
- updating during ship confirm, 12.8.2.1
- Online Invoice Inquiry program (P42230)
-
- overview, 12.4.1
- processing options, 12.4.4
- online invoices, 12.4.1
- Open Orders by Customer Reports program (R42620)
-
- overview, B.2
- processing options, B.11
- usage, B.10
- options and equipment preferences, 18.4.16
- Order Acceptance form, 7.9.3
- order acknowledgements, 12.4.2
- order acknowledgements, printing, 12.4.5
- order activity rules
-
- assigning status codes, 2.6.1
- overview, 2.6.1
- prerequisites, 2.6.2
- setting up, 2.6.4
- updating status codes, 12.5.1
- Order Activity Rules - Revisions form, 2.6.4
- order address overrides, 7.2.2.9
- order entry
-
- detail information, 7.2.2
- header information, 7.2.1
- using templates, 7.5.1
- order entry for customer self-service, 7.2.5
- order entry for customer service representatives
-
- detail information, 8.3.2
- header information, 8.3.1
- using templates, 8.5.1
- Order Header Revisions form, 8.3.7
- order hold codes
-
- assigning, 3.7.2
- assigning during order entry, 3.7.2
- assigning in the customer billing instructions, 3.7.3
- checking for inactive customers, 3.7.1.4
- defining, 3.7.1.1, 13.2.3
- defining for prepayments, 3.7.1.7
- performing credit checking, 3.7.1.3
- performing margin checking, 3.7.1.5
- performing partial holds, 3.7.1.6
- setting up, 3.7.5
- setting up minimum and maximum order amounts, 3.7.1.2
- Order Hold Information form, 3.7.5
- order holds, 11.1
-
- prerequisite, 11.1.1
- prerequisites, 11.3.3
- order line types
-
- adding a message, 2.5.1.1
- assigning for nonstock items, 2.5.1.2
- overview, 2.5.1
- setting up, 2.5.3
- setup overview, 2.5
- Order Line Types program (P40205), 2.5.3
- order preparation days preferences, 18.4.17
- order processing, 3.1
- order promising
-
- configuring proposals, 7.9.1.2
- generating delivery proposals, 7.9.1.1
- overview, 7.9.1
- overview for customer service representatives, 8.9.1
- user-defined codes, 7.9.1.3
- order releases, 11.1
- Order Revision History form, 7.10.5
- order status reports, B.13
- Order Template Revisions form, 3.6.5
- order templates
-
- creating standard, 3.6.1.1
- overview, 3.6.1
- updating, 3.6.1.2
- working with, 3.6.1
- Order Templates form, 7.5.4
- orders on hold
-
- releasing, 11.3.6
- releasing for prepayment, 13.4.2
- override order address, 7.2.2.9
P
- P4001Z program, 7.12.1
- P4004Z program
-
- processing options, 7.12.4
- usage, 7.12.5
- P40051 program
-
- overview, 17.1, 17.3.1
- processing options, 17.3.5
- P400511 program
-
- overview, 17.3.1
- processing options, 17.3.4
- P4015 program, processing options, 3.6.4
- P40205 program, 2.5.3
- P4021 program
-
- processing options, 11.7.11
- usage, 11.7.12
- P40296 program, 3.5.4
- P4074 program, processing options, 11.7.6
- P40950 program, 2.4.1.2, 2.4.3
- P4101H program, processing options, 3.8.7
- P41020 program, 5.6.4
- P41202 program, processing options, 11.7.8
- P420111 program
-
- overview, 11.5.1, 11.6.1
- processing options, 11.5.3
- usage, 11.5.4
- P42025 program
-
- processing options, 9.2.4
- with return material authorizations, 17.3.1
- P42040 program
-
- processing options, 12.5.4
- usage, 12.5.5
- P4205 program
-
- processing options, 12.8.7
- usage, 12.10.5
- P42090 program
-
- overview, 3.7.1.1
- prepayments, 3.7.1.7
- usage, 3.7.5
- P4210 program
-
- detail information, 7.2.2
- header information, 7.2.1
- overview, 7.1.1
- processing options, 7.2.8
- P42101 program
-
- detail information, 8.3.2
- header information, 8.3.1
- overview, 7.1.1
- processing options, 8.3.5
- P42117 program
-
- overview, 11.4.1
- processing options, 11.4.3
- P4220 program
-
- overview, 12.7.3
- processing options, 12.7.5
- P42230 program
-
- overview, 12.4.1
- processing options, 12.4.4
- P42290 program, processing options, 11.8.8
- P42430 program, 4.5.1
- P42440 program, processing options, 4.6.3
- P43070 program
-
- overview, 11.3.1
- processing options, 11.3.5
- P4915 program
-
- overview, 12.10.1.2
- processing options, 12.10.4
- partial holds, 3.7.1.6
- partial order quantities, 12.8.1.1
- payment terms (branch) preferences, 18.4.19
- payment terms preferences, 18.4.18
- pick slips, printing, 12.6.3
- picking documents
-
- overview, 12.6.1
- pick slips, 12.6.1
- post journal entry, 16.3
- post to the general ledger, 16.3
- posting error messages, 16.3.4
- preauthorized drafts for prepayments, 13.7.2
- Preference Definition Revisions form, 18.8.3
- Preference Detail Revisions form, 18.8.5
- preference hierarchy
-
- arranging, 18.6.1
- overview, 18.1.1
- setting up, 18.6.3
- Preference Hierarchy diagram, 18.6.1
- Preference Hierarchy Revisions form, 6.2.6, 18.6.3
- preference master information, 18.5.3
- Preference Master Revision form, 18.5.3
- preference masters
-
- overview, 18.1.1
- setting up, 18.5.1
- Preference Schedule Revisions form, 18.8.4
- preference types
-
- defining, 18.3
- details, 18.3
- overview, 18.3
- Preference Values Revisions form, 18.8.6
- preferences, 18.1
-
- carrier preference, 18.4.1
- customer currency preference, 18.4.2
- customer freight preference, 18.4.3
- delivery date, 18.4.4
- document set, 18.4.5
- end use, 18.4.6
- freight, 18.4.8
- grade and potency, 18.4.9
- inventory commitment, 18.4.11
- lines of business, 18.4.12
- locating, 18.10.2.1
- mode of transport preference, 18.4.13
- multiple shipping and receiving locations, 18.4.14
- next order status, 18.4.15
- options and equipment preference, 18.4.16
- order preparation days, 18.4.17
- overview, 18.1
- payment terms, 18.4.18
- payment terms (branch), 18.4.19
- prerequisites, 18.10.3
- pricing unit of measure (branch), 18.4.22
- product allocation, 18.4.23
- product allocation (branch), 18.4.24
- quality, 18.4.25
- revenue business unit, 18.4.26
- revenue business unit (branch), 18.4.27
- sales commission, 18.4.28
- sales price based on date, 18.4.29
- setting up, 18.1
- user defined price code, 18.4.30
- preferences activation, 18.10.1
- Preferences diagram, 18.2.2.1
- preferences selection, 18.10.2
- Preferences Selection program (R40400)
-
- processing options, 18.10.4
- running, 18.10.5
- prepayment hold codes, 13.2.3
- prepayment processing
-
- authorizing transactions, 13.3.1
- overview, 13.1
- settling transactions, 13.6.1
- setup, 13.2
- updating transactions, 13.4
- working with drafts, 13.7.1
- prepayment status codes, 13.2.1
- prepayment statuses, reviewing, B.3
- Prepayment Transaction Report program (R004203)
-
- overview, B.2
- processing options, B.5
- usage, B.4
- Prepayment Transaction Revisions form, 13.5.3
- prepayment transactions
-
- changing during order processing, 13.4
- overview, 13.6.1
- prerequisites, 13.1.1
- updating, 13.4
- prepayment types, 13.2.2
- prerequisites
-
- approval processing, 7.10.3
- associated items, 7.6.2
- audit log, 7.10.3
- base pricing, 6.3.2
- blanket orders, 9.5.2
- buying segments, 4.6.1.4
- commission, 3.3.4
- commissions, 11.9.2
- constants, 2.3.3
- copy sales orders, 7.4.4
- credit check, 11.8.4
- credit orders, 9.2.2
- customer and item groups, 18.9.2
- customer billing instructions, 4.3.2
- customer segment based selling, 7.7.2
- customer self-service, 3.8.5
- cycle billing, 15.4.2
- data purges, 16.7.3
- date-sensitive customer sets, 4.5.2
- delivery notes, 11.8.4
- direct ship orders, 9.4.3
- duplicating sales orders, 7.4.4
- flexible account numbers, 3.5.2
- interbranch orders, 9.7.4
- intercompany orders, 9.7.4
- item information, 11.7.4
- kits, 7.11.4
- matrix items, 7.13.2
- order activity rules, 2.6.2
- order holds, 11.1.1, 11.3.3
- preferences, 18.10.3
- prepayments, 13.1.1
- price groups, 6.4.2
- pricing hierarchy, 6.2.2
- printing shipping documents, 12.9.3
- promotional items, 7.6.2
- quote orders, 9.6.2
- related addresses, 4.2.2
- returned material authorizations, 17.3.2
- sales ledger, 11.8.4
- sales order entry, 7.2.6
- sales orders, 7.1.8
- sales orders for customer service representatives, 8.2
- sales orders with templates, 7.5.2
- sales update, 16.4.4
- ship confirm, 12.8.5
- standard invoices, 15.2.3
- standard pricing, 6.5.2
- status codes, 12.5.2
- substitute items, 7.6.2
- templates, 3.6.2
- transfer orders, 9.3.2
- UCC 128 processing, 5.6.2
- UCC 128 processing shipments, 12.10.2
- volume-based upselling, 7.8.2
- price adjustment schedule preferences, 18.4.20
- price and availability information
-
- locating, 11.7.7, 11.7.9
- reviewing, 11.7.7
- price groups
-
- complex, 6.4.1.1
- generating relationships, 6.4.1.3, 6.4.8
- prerequisite, 6.4.2
- relationship, 6.4.8
- price history
-
- notifications for upselling, 7.8.1, 8.7.1
- upselling prices, 7.8.1
- price levels, converting, 14.4.1
- pricing
-
- base, 14.1.1, 14.1.1.2
- base prices, 6.1
- changing, 14.1.1.1
- converting price levels, 14.4.1
- hierarchy, 6.2.1.3
- kits, 7.11.1.5
- overview of pricing in sales order management, 6.1
- preferences, 18.4.22
- reprice from scratch, 7.4.3
- repricing, 14.3.1
- setting up branch sales markups, 3.4.1
- standard price adjustments, 6.5.1
- pricing hierarchy
-
- defining, 6.2.1.3
- prerequisites, 6.2.2
- setting up, 6.2.6
- pricing preferences
-
- extended terms deal, 18.4.7
- gross profit margin, 18.4.10
- price adjustment schedule, 18.4.20
- pricing unit of measure, 18.4.21
- pricing unit of measure preferences, 18.4.21, 18.4.22
- Print Delivery Notes program (R42535)
-
- processing options, 12.9.6
- running, 12.9.7
- Print Held Sales Orders report (R42640), 13.4.2
- Print Invoices program (R42565)
-
- overview, 15.1
- processing options, 15.2.4
- running, 15.2.5
- Print Open Orders by Item Reports program (R42632)
-
- overview, B.2
- Print Open Sales Orders by Item program (R42632), B.12
- print order acknowledgements, 12.4.2
- Print Pick Slips program (R42520)
-
- processing options, 12.6.2
- running, 12.6.3
- Print Sales Journal program (R42810)
-
- processing options, 16.5.4
- reviewing report, 16.5.3
- Print Shipping Documents program (R42530)
-
- processing options, 12.9.4
- running, 12.9.5
- print standard invoices, 15.2.1
- process flow for sales order management, 1.2
- processing shipments, UCC 128 prerequisites, 12.10.2
- procurement integration, 1.3.6
- product allocation (branch) preferences
-
- overview, 18.4.24
- technical considerations, 18.4.24.1
- product allocation preferences
-
- overview, 18.4.23
- technical considerations, 18.4.23.1
- product hierarchies
-
- self-service orders, 3.8.4
- setting up, 3.8.8
- Product Hierarchy Revisions form, 3.8.8
- promised delivery dates, 7.9.3
- promotional items
-
- entering, 7.6.4
- entering for customer service representatives, 8.6.1
- entering on sales orders, 7.6.1
- overview, 7.6.1
- overview for customer service representatives, 8.6.1
- prerequisites, 7.6.2
- proposals, 7.1.5
- purchase orders
-
- direct ship orders, 9.4.1
- maintaining integrity with sales orders, 9.4.2
- Purge Audit Log program (R42420)
-
- processing options, 16.7.10
- usage, 16.7.11
- Purge Batch Receiver File program (R4001ZP), 16.7.5
- Purge Detail to History program (R42996)
-
- processing options, 16.7.8
- running, 16.7.9
- Purge Sales Order Header (F4201) program (R4201P)
-
- processing options, 16.7.6
- usage, 16.7.7
- Purge Sales Order Transaction program (R4211Z1P), 16.7.12
Q
- quality management preferences, 18.4.25
- quantity information, locating, 11.7.9
- quote orders
-
- describing, 9.1, 9.6.1
- entering, 9.6.1
- kits, 7.11.1.4
- prerequisites, 9.6.2
- releasing, 11.6.1, 11.6.4
R
- R004201 program
-
- processing options, 13.3.2
- running, 13.3.3
- R004202 program
-
- overview, 13.6.1
- processing options, 13.6.2
- running, 13.6.3
- R004203 program
-
- overview, B.2
- processing options, B.5
- usage, B.4
- R34A1020PB program
-
- processing options, 10.4.6
- R4001ZP program, 16.7.5
- R400502 program
-
- processing options, 17.4.2
- running, 17.4.1, 17.4.3
- R400510 program
-
- processing options, 17.5.2
- running, 17.5.3
- R40211Z program
-
- processing options, 7.12.7
- running, 7.12.8
- R40400 program
-
- processing options, 18.10.4
- running, 18.10.5
- R410601 program
-
- processing options, 14.5.2
- running, 14.5.3
- R41816 program
-
- processing options, 14.4.2
- running, 14.4.3
- R41830 program
-
- processing options, 14.1.2
- running, 14.1.3
- R4201P program
-
- processing options, 16.7.6
- usage, 16.7.7
- R42118 program
-
- overview, 11.4.1
- processing options, 11.4.5
- usage, 11.4.4
- R4211Z1P program, 16.7.12
- R42420 program
-
- processing options, 16.7.10
- usage, 16.7.11
- R42441 program
-
- processing options, 4.6.7
- running, 4.6.8
- R42442 program
-
- processing options, 4.6.5
- running, 4.6.6
- usage, 4.6.1.2
- R42500 program
-
- processing options, 12.8.9
- running, 12.8.10
- R42520 program
-
- processing options, 12.6.2
- running, 12.6.3
- R42530 program
-
- processing options, 12.9.4
- running, 12.9.5
- R42535 program
-
- processing options, 12.9.6
- running, 12.9.7
- R42542 program
-
- overview, 11.2.1
- processing options, 11.2.2
- R42550 program
-
- overview, 11.3.8
- processing options, 11.3.7
- R42565 program, 15.1
-
- processing options, 15.2.4
- running, 15.2.5
- R42600 program
-
- overview, B.2
- processing options, B.7
- usage, B.6
- R42611 program
-
- overview, B.2
- processing options, B.9
- usage, B.8
- R42620 program
-
- overview, B.2
- processing options, B.11
- usage, B.10
- R42632 program, B.12
-
- overview, B.2
- R42640 program
-
- overview, 13.4.2, B.2
- usage, B.13
- R42800 program
-
- automatic accounting instructions, 16.4.3
- overview, 16.4.1.1, 16.4.1.8
- prerequisites, 16.4.4
- processing options, 16.4.5
- running, 16.4.6
- R42810 program
-
- processing options, 16.5.4
- reviewing report, 16.5.3
- R42815 program
-
- processing options, 3.6.6
- running, 3.6.7
- R42950 program
-
- processing options, 14.3.2
- running, 14.3.3
- R42960 program
-
- overview, 16.7.2
- running, 16.7.4
- R42995 program
-
- processing options, 16.6.2
- running, 16.6.3
- R42996 program
-
- processing options, 16.7.8
- running, 16.7.9
- R49700 program
-
- processing options, 15.4.3
- running, 15.4.4
- R8903012E program
-
- processing options, 4.4.2
- running, 4.4.3
- rating and routing, bypassing, 12.10.1.2
- record reservations, 3.2
- Recurring Order Information form, 7.12.6
- recurring orders
-
- manual entry, 7.12.1
- processing, 7.12.8
- Recurring Orders Edit and Creation program (R40211Z)
-
- processing options, 7.12.7
- running, 7.12.8
- Recurring Orders program (P4004Z)
-
- processing options, 7.12.4
- usage, 7.12.5
- recurring sales orders
-
- entering, 7.12.1, 7.12.5
- entering information, 7.12.6
- overview, 7.12.1
- related addresses
-
- entering, 4.2.1
- overview, 4.2.1, 7.2.1.1
- prerequisites, 4.2.2
- setting up, 4.2.1, 4.2.4
- related sales and purchase orders, maintaining integrity, 9.4.2
- Related Salesperson Revisions form, 3.3.7
- Release Backorders – Online program (P42117)
-
- overview, 11.4.1
- processing options, 11.4.3
- Release Backorders Batch program (R42118)
-
- overview, 11.4.1
- processing options, 11.4.5
- Release Blankets program (P420111)
-
- overview, 11.5.1
- processing options, 11.5.3
- Release Holds program (P43070)
-
- overview, 11.3.1
- processing options, 11.3.5
- Release Quote Orders program (P420111)
-
- overview, 11.6.1
- processing options, 11.5.3
- Repost Active Sales Orders program (R42995)
-
- processing options, 16.6.2
- running, 16.6.3
- repricing
-
- from scratch, 7.4.3
- updating customer prices, 14.3.1
- Return Material Authorization Defaults Revisions form, 17.2.3
- Return Material Authorization Revisions program (P400511)
-
- overview, 17.3.1
- processing options, 17.3.4
- returned goods authorizationsreturnedmaterial authorizations, 17.1
- Returned Material Authorization Revisions form, 17.3.6
- returned material authorizations
-
- entering, 17.3.1, 17.3.6
- entering credit memos, 17.3.1.2
- example, 17.1.1
- overview, 17.1
- prerequisites, 17.3.2
- purging, 17.5.1
- setting up, 17.2.3
- setting up defaults, 17.2.1
- updating sales order status, 17.4.1
- working with, 17.3.1
- revenue business unit (branch) preferences
-
- example, 18.4.27.1
- overview, 18.4.27
- revenue business unit preferences
-
- example, 18.4.26.1
- overview, 18.4.26
- Review Global Order Promising Results form, 10.7.2
- RGAreturned goods authorizations, 17.1
- RMA - Update Sales Order Status program (R400502)
-
- processing options, 17.4.2
- running, 17.4.1, 17.4.3
- RMA Defaults Search Sequence form, 17.2.4
- RMA Purge program (R400510)
-
- processing options, 17.5.2
- running, 17.5.3
- RMAreturned material authorizations, 17.1
- Routing Master Resocure Set Definition form, 10.4.3
- Routing Master Resource Set Detail Definition form, 10.4.4
- routing options, 12.10.1.2
- running special purges, 16.7.1
S
- Sales Analysis Summary program (R42611)
-
- overview, B.2
- processing options, B.9
- usage, B.8
- sales analysis summary report, B.8
- Sales Blanket Order Release program (P420111)
-
- processing options, 11.5.3
- usage, 11.5.4
- sales commission preferences, 18.4.28
- sales groups
-
- calculating additional commission information, 3.3.3
- setting up, 3.3.7
- setting up variable commissions within a group, 3.3.7
- sales history reports, B.6
- sales information
-
- selecting versions, 16.4.1.2
- updating, 16.5.1
- updating using interactive versions, 16.4.1.8
- sales information update
-
- batches, 16.2
- journal entries, 16.2
- overview, 16.4.1
- reviewing the electronic mail for update errors, 16.4.1.9
- selecting proof or final mode, 16.4.1.2
- sales journals, 16.5.3
- sales journals and reports, 16.5.1
- sales ledger
-
- information, 11.8.3
- prerequisite, 11.8.4
- sales ledger detail report
-
- generating, B.6
- overview, 11.8.3
- Sales Ledger Inquiry program (P42025)
-
- processing options, 9.2.4
- with return material authorizations, 17.3.1
- Sales Ledger Report program (R42600)
-
- overview, B.2
- processing options, B.7
- usage, B.6
- Sales Order Batch Price/Cost Update program (R42950)
-
- processing options, 14.3.2
- running, 14.3.3
- sales order commission information, 11.9.4
- Sales Order Detail Commission Lookup form, 11.9.4
- sales order detail information, 7.2.2
- Sales Order Detail Revisions form, 7.2.10, 7.2.11
- sales order entry
-
- overview, 7.1
- prerequisites, 7.2.6
- working with prepayment information, 13.4.1
- Sales Order Entry program (P4210)
-
- detail information, 7.2.2
- header information, 7.2.1
- processing options, 7.2.8
- Sales Order Entry program (P42101)
-
- detail information, 8.3.2
- header information, 8.3.1
- processing options, 8.3.5
- Sales Order Header Commission Lookup form, 11.9.4
- Sales Order Header form, 7.2.9
- sales order header information
-
- entering, 7.2.9
- entering for customer service representatives, 8.3.7
- purging, 16.7.7
- working with, 7.2.1
- sales order information
-
- copying, 7.4, 7.4.2
- duplicating, 7.4.2
- duplicating prerequisite, 7.4.4
- reviewing, 11.8.2
- updating, 7.4
- sales order item information
-
- entering, 7.2.10
- entering for customer service representatives, 8.3.8
- sales order management
-
- business processes, 1.2
- implementation steps, 1.4, 1.4.2
- integration, 1.3
- overview, 1.1
- process flow, 1.2
- Sales Order Speed Status Update Additional Selections form, 12.5.5
- sales orders
-
- adding customer segment items, 7.7.4
- batch mode, 7.12.1, 7.12.1
- billing information, 12.1, 12.4.1, 12.4.2
- by-passing, 16.6.1.3
- configured items, 7.11.3, 7.11.3.1
- confirming shipments, 12.8.1
- copying, 7.4.7, 8.4.1, 8.4.3
- creating shipments, 12.10.1.2
- customer account information, 12.1
- detail information, 7.1.2, 7.2.2
- end of day processing, 16.1
- entering commission information, 7.2.1.3
- entering for matrix items, 7.13.4
- entering using templates, 7.5.4
- header information, 7.1.2, 7.2.1
- holding, 11.2.1
- invoices, 15.1
- item information, 12.1
- kits, 7.11.1
- locating item information, 11.7.9
- maintaining integrity with purchase orders, 9.4.2
- matrix items, 7.13.1
- overview, 7.1
- pick slips, 12.6.1
- prerequisite, copying, 7.4.4
- prerequisites, 7.1.8
- pricing, 6.1
- programs, 7.1.1
- purging transactions, 16.7.12
- recommiting, 16.6.1.4
- recommitting future, 16.6.1.1
- recurring, 7.12.1, 7.12.1
- releasing held orders, 13.4.2
- releasing orders on hold, 11.3.6
- reposting, 16.6.1
- reprice from scratch, 7.4.3
- restoring active, 16.6.1.2
- reviewing, 11.8.2, 11.8.7
- reviewing commission information, 11.9.4
- reviewing customer account information, 11.8.1
- reviewing item information, 11.7.7, 11.7.9
- substituting items, 7.6.1
- types of, 7.12.1
- updated tables, 7.1.2
- updating sales information, 16.4.1, 16.4.1.2, 16.4.1.2
- using templates, 7.5.1, 8.5.1
- sales orders for customer service representatives
-
- configured items, 8.11.1
- detail information, 8.3.2
- header information, 8.3.1
- kits, 8.11.1
- overview, 8.1
- prerequisites, 8.2
- substituting items, 8.6.1
- templates, 8.5.1
- sales orders with templates
-
- entering, 7.5.1
- prerequisites, 7.5.2
- sales price based on data preferences, 18.4.29
- sales price level conversions, 14.4.1
- sales proposals, 7.1.5
- Sales Update program (R42800)
-
- automatic accounting instructions, 16.4.3
- overview, 16.4.1.1, 16.4.1.8
- prerequisites, 16.4.4
- processing options, 16.4.5
- running, 16.4.6
- scheduled invoice date calculation example, 15.3.1.3
- Scheduled Invoice Date form, 15.3.4
- segment codes, assigning to customers, 4.6.1.1
- self-service setup
-
- addressing security issues, 3.8.2
- product hierarchy, 3.8.4
- setting up for Sales Order Management, 3.8.1
- semi-monthly invoicing, 15.3.1.2
- Serial Number Inquiry program (P4220)
-
- overview, 12.7.3
- processing options, 12.7.5
- serial numbers
-
- accessing during purchase order receipts, 12.7.2.2
- entering during initial item entry, 12.7.2.1
- entering during sales order entry, 12.7.2.3
- entering during shipment confirmation, 12.7.2.4
- entering information during confirmation, 12.8.2.3
- processing during shipment confirmation, 12.8.8
- processing in distribution systems, 12.7.2
- processing overview, 12.7.1
- processing requirements, 7.2.2.4
- setup for a branch/plant, 12.7.3
- serial shipping container code
-
- bar code labels, 5.3.3
- structure, 5.2.3
- Settle Prepayment Transactions program (R004202)
-
- overview, 13.6.1
- processing options, 13.6.2
- running, 13.6.3
- setup
-
- automatic accounting instructions, 2.4.1
- branch sales markups, 3.4.1
- commissions, 3.3.1
- commissions constants, 3.3.3
- customer billing instructions, 4.3.1
- customer information, 4.1
- flexible account numbers, 3.5.1, 3.5.4
- order activity rules, 2.6.1
- order holds, 3.7.1
- order line types, 2.5
- order templates, 3.6.1
- pricing, 6.1
- ship ascending dates, 12.8.1.3
- ship confirm
-
- additional processes, 12.8.2
- prerequisites, 12.8.5
- Ship Confirm Batch Application program (R42500)
-
- overview, 12.8.4
- processing options, 12.8.9
- running, 12.8.10
- Shipment Confirmation form, 12.8.8
- Shipment Confirmation program (P4205)
-
- processing options, 12.8.7
- usage, 12.8.8, 12.10.5
- Shipment Revisions form, 12.10.5
- shipment, packaging, and UCC 128 shipments, entering information, 12.10.5
- shipments
-
- confirming, 12.8.1
- processing for UCC 128, 12.10.1
- related documents, 12.9.1
- shipped items, confirming test results, 12.8.2.4
- shipping container codes
-
- bar code labels, 5.3.2
- setting up aggregates, 5.6.4
- structure, 5.2.2
- shipping information
-
- labels, 5.5.1
- printing document prerequisites, 12.9.3
- printing documents, 12.9.1
- setting up, 5.5.3
- SOE - Additional Information form, 7.2.12
- special purges, 16.7.1
- standard invoices
-
- overview, 15.2.1
- prerequisites, 15.2.3
- standard pricing
-
- adjustments overview, 6.5.1
- prerequisites, 6.5.2
- setting up adjustments, 6.5.4
- standard templates, 3.6.5
- Status Code Update program (P42040)
-
- processing options, 12.5.4
- usage, 12.5.5
- status codes
-
- confirming shipments, 12.8.1
- invoices, 15.1
- overview, 12.5.1
- prerequisite, 12.5.2
- updating, 12.5.1, 12.5.5
- status flow for prepayments, 13.2.1
- Storage/Shipping form, 5.6.4
- Store and Forward Order Revisions form, 7.12.5
- store-and-forward
-
- processing, 7.12.1
- subledgers, locating in flexible account numbers, 3.5.1.4
- subsidiary accounts, locating in flexible account numbers, 3.5.1.4
- substitute items
-
- entering, 7.6.4
- entering for customer service representatives, 8.6.1
- overview, 7.6.1
- overview for customer service representatives, 8.6.1
- prerequisites, 7.6.2
- setting up cross-references, 7.6.1, 8.6.1
- Substitute/Complimentary Items form, 7.6.4
- subsystem processing
-
- activating, 7.2.4
- activating in sales order entry for customer service representatives, 8.8.1
- overview in sales order entry, 7.2.4
- supplier currency conversions, 4.4.1
- supply and demand
-
- overview, 11.7.3
- reviewing information, 11.7.12
- Supply and Demand Inquiry program (P4021)
-
- processing options, 11.7.11
- usage, 11.7.12
- system constants
-
- overview, 2.3.1.2
- setting up, 2.3.7
- System Constants form, 2.3.7
- system setup
-
- configuring sales order management, 2.1
- constants, 2.3.1
- defining user-defined codes, 2.2
- overview, 2.1
- system-generated credit orders, 9.2.1.2
- system-generated templates, 3.6.7
T
- tare and pack information, 12.8.3
- tax information
-
- changing, 7.2.2.3
- invoices, 15.2.1.3
- overview, 4.3.1.2
- templates
-
- creating standard, 3.6.1.1, 3.6.5
- entering sales orders, 7.5.1, 7.5.4
- for customer service representatives, 8.5.1
- prerequisites, 3.6.2
- system-generated, 3.6.7, 16.7.9
- updating, 3.6.1.2
- test results, confirming for shipped items, 12.8.2.4
- text line types, 2.5.1.1
- text lines
-
- purging active lines, 16.7.2
- purging closed lines, 16.7.2
- trade discounts
-
- overview, 6.5.1.2
- setting up, 6.5.7
- transaction processing, 12.3
- transaction status
-
- reviewing, B.3
- updating manually, 13.5.1, 13.5.3
- transfer orders
-
- confirming shipments, 12.8.1.4
- describing, 9.1, 9.3.1
- entering, 9.3.4
- prerequisite, 9.3.2
- restrictions for kits, 7.11.1.7, 9.3.1
- using in-transit accounting in shipment confirmation, 12.8.1.4
- Transfers - Sales Order Detail Revisions form, 9.3.4
- transportation management integration, 1.3.7
U
- UCC 128
-
- aggregate SCCs, 5.6.1.2
- bar code labels, 5.3
- hierarchical configurations diagram, 5.4.1
- identification codes, 5.2
- item information, 5.6.1
- item information prerequisites, 5.6.2
- overview, 5.1
- package indicators, 5.6.1.1
- preparing the shipment, 12.10.1.1
- processing shipments, 12.10.1
- processing shipments prerequisites, 12.10.2
- serial shipping container codes, 5.2.3
- setting up hierarchical configurations, 5.4
- setting up item information, 5.6.4
- shipment information, 12.10.5
- shipping, 12.10.1
- shipping container codes, 5.2.2
- tare and pack information, 12.8.3
- understanding compliance procedures, 5.1
- universal product codes, 5.2.1
- UDCuser-defined codes, 2.2
- universal product code
-
- bar code labels, 5.3.1
- structure, 5.2.1
- Update Buying Segment Codes program (R42442)
-
- processing options, 4.6.5
- running, 4.6.6
- usage, 4.6.1.2
- update customer sales, 16.4.1
-
- journal batches, 16.2
- reviewing electronic mail for errors, 16.4.1.9
- selecting proof or final mode, 16.4.1.2
- Update Customer Sales program (R42800)
-
- overview, 16.4.1.1
- processing options, 16.4.5
- Update Status Code program (P42040), 12.5.5
- updating customer prices, 14.3.1
- upselling notifications
-
- activating, 7.8.1
- activating for customer service representatives, 8.7.1
- upselling prices, 7.8.1
- user defined price code preferences, 18.4.30
- user-defined codes
-
- invoice cycles, 15.3.1.5
- setting up, 2.2
V
- VCP Planning BOM Creation program (R34A1020PB)
-
- processing options, 10.4.6
- volume-based upselling
-
- activating notifications, 7.8.1
- activating notifications for customer service representatives, 8.7.1
- creating prices, 7.8.1
- prerequisites, 7.8.2
W
- weekly invoicing, 15.3.1.2
- Worck Center Resource Set Detail Definition form, 10.4.5
- Work With Held Orders form, 11.3.6
- Work With Item Availability form, 11.7.9
- Work With Price and Availability form, 11.7.7
- Work With Pricing Rules form, 6.5.5, 6.5.6
- Work with Return Material Authorization program (P40051)
-
- overview, 17.1, 17.3.1
- processing options, 17.3.5
- Work With Sales Ledger Inquiry form, 9.2.5
- Work With Sales Order Headers form, 7.4.6, 7.4.7
- Work with Shipments program (P4915)
-
- overview, 12.10.1.2
- processing options, 12.10.4
- Work With Supply and Demand form, 11.7.12
- workflow processing
-
- during sales order entry, 8.3.3
- overview, 7.2.3
Z
- zero cost, 7.2.2.8
- zero price, 7.2.2.8