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

AAIs See Automatic Accounting Instructions, 1

About additional order entry and release, 10.2

About preferences, 41.2.1

About sales order entry, 2.2

About sales order information, 19.2

About system setup, 46.2

About UCC 128 Compliance, 23, 24.1

Acknowledgements

choosing information to include, 22.2.1

printing, 22.2

Activating preferences, 45.1

Adding a message using a text line type, 4.5

Adding messages to sales orders, 3.4

Address Book

integrating with Sales Order Management, 1.1.4

Address Book Additional Information form, 47.1

Address Book Information form, 47.1

Address types

defining defaults, 47.3

Addresses

changing for customers, 3.2.1, 3.2.2, 3.2.3, 3.2.4, 3.2.5

Advanced and technical operations, 1.2.11

Advanced Pricing system

integration with Sales Order Management, 1.1.7

Advanced Warehouse Management system

integration with Sales Order Management, 1.1.8

Alternate formats

for online services, 22.1.1

for Sale Ledger Inquiry form, 21.4.2

for sales orders, 4.1

Application Constants form

sample, 49.4

Approving journal entries, 35.3

Arranging the preference hierarchy, 42.3

Assigning a customer to a group, 43.1

Assigning commission information, 54.3

Assigning customers and items to groups, 43.2

using group fields, 44.1.1

Assigning items and customers to groups, 43

Assigning rules to customers and customer groups, 39.3

Associated items

entering on sales orders, 4.4

setting up cross-references for, 4.4.2

Associated Text form, 3.4

Automatic accounting instructions, 58.1

adding memo text, 58.2.2

Distribution Automatic Account form, 58.2

flexible account numbers, 59.2.1

overview, 58.1

used in sales order management, 58.1

Availability

defining item availability

Item Availability Definition form, 49.2

reviewing commitments, 4.2.2

Available Templates form, 52.3

Templates

Available Templates form, 9.1

B

Backorders

Backorders to Fill report, 11.2.1

batch release, 11.3, 21.3.6

described, 11

online release, 11.2, 21.3.6

restrictions for configured items, 11.2.1

Base Price Revisions form, 37.5.1

Base pricing

category codes, 38.1.3

changing multiple prices, 40.1.1

convert price levels, 40.3

customer price groups

complex, 38.1.2

simple, 37.2.2

defining, 37.5

described, 40

future, 40.1.2

generating reports, 37.5.2

item price groups

complex, 38.2

multi-currency, 37.5.2

price groups relationships, 38.3

price preference hierarchy, 37.4

updating, 40.1

Base Pricing See Pricing, 1

Batch control constants

Application Constants form, 49.4

Batch mode

described, 2.2

Batch Order Additional Detail form, 7.2

Batch Order Entry form, 7.1.2

Batch Order Entry program, 7

Batch orders

Batch Edit and Creation program, 7.3

Batch Order Entry form, 7.1.2

Batch Order Entry program, 7

correcting, 7.4

discrepancy holds, 7.3.1

entering, 7.2

for recurring sales, 7.5

processing, 7.3

reports, 7.3

using Mark for address, 7.2.1

using multi-currency, 7.1.1

Batch types

for interbranch orders, 17.5

Billing information

printing order acknowledgements, 22.2

reviewing online invoices, 22.1

Billing Information

described, 22

Billing Instructions-Page 2 form, 48.1.2

Blanket orders

creating a sales order form, 16.2

described, 16

entering, 16.1

exceeding order quantity, 16.2.2

form, 16.1

Release Blanket Orders form, 16.3

releasing, 16.3

restrictions for configured items, 16.3.1

Blanket Orders form, 16.1

Branch sales markups, 55

for interbranch orders, 17.1

overview, 55

setup, 55.1.1

Branch Sales Markups form, 55.1.1

Branch/plant constants

Branch/Plant Constants-Pg 1 form, 49.1, 49.5

set up constants

defining the location format, 49

setting up constants

defining batch control constants, 49.4

defining branch/plant constants, 49.1

defining item availability, 49.2

defining system constants, 49.3

defining the location format, 49.5

System Constants form, 49.3

Branch/Plant Constants

Branch/Plant Constants form, 49.1

Branch/Plant Constants form

sample, 49.1

Branch/Plant Constants-Pg 1 form

sample, 49.1

Branch/Plant Constants-Pg 2 form

sample, 49.5

C

Calculation rules, 30.3

Canceling and deleting sales orders, 3.2.1

Changing existing prices, 40.1.1

Changing order detail information, 4.3

Changing Tax Information for an Interbranch Invoice, 17.3

Check Credit form, 21.1

Check Credit program, 21.1

Check Price and Availability form, 20.3

Commission information

customer billing instructions, 48.1.2

Commissions, 54

assigning, 54.3

assigning a salesperson or a group to a customer, 54.3

calculating additional information, 54.4

Commissions/Royalty Information form, 54.4.1

fixed percentages, 54.3

locating, 54.1.2

passwords, 54.4.2, 54.5.1

Related Salesperson form, 54.2.1

reports, 54.1.2

setup, 54

Commit/Decommit Workbench, 20.6.1

Commit/Decommit Workbench restrictions, 20.6

Commitments

during the sales order process, 20.6.2

recalculating for future, 20.8.3

reviewing for items, 4.2.2

using Inventory Commitment Preference, 44.2.9

using the Grade and Potency preference, 44.2.8

configured items

overview, 8.2

Confirm shipments

serial numbers, 29.3

viewing freight charges, 57.1.2

Confirm Shipments form, 26.2.1, 29.1.3, 29.1.4, 29.3

Confirm Shipments program, 29.1.3, 29.1.4, 29.3

Confirming shipments, 29.1, 29.1.3

described, 29

of kits, 29.1.2, 29.4

printing related documents, 29.5

Confirming Shipments, 26.3.1

Consolidating invoices

using Invoice Cycle Preference, 44.2.10, 44.2.11, 44.2.14, 44.2.16, 44.2.17

Container Billing report, 44.2.1

Container Deposit/Rental preference, 44.2.1

Container Billing report, 44.2.1

using default information, 44.2.1

Control pick list

described, 28.1

Converting price levels, 40.3

Correcting batch sales orders, 7.4

Creating a sales order from a blanket order, 16.2

Creating a standard template, 52.2

Creating a system generated template, 52.4

Creating a template using order history, 9.3

Creating future prices, 40.1.2

Creating invoice cycle preferences, 30.2

Credit orders

based on customer history, 21.4.2

Credit Orders from History form, 12.3

Enter Orders (Page Mode) form, 12.2, 18.1, 18.1

entering automatically, 12.3

entering manually, 12.2

for authorized returns, 12.1

for dock returns, 12.1

overview, 1.2.1, 12

restrictions for configured items, 12.1.2

status codes for, 12.1.2

tracking, 12.1.2

Credit Orders from History form, 12.3

Credit Release Log

Release Order Audit report, 11.4

cross system integration, 1.1.1

Currency See Multi-Currency, 1

Customer

changing address for, 3.2.1, 3.2.2, 3.2.3, 3.2.5

changing addresses for, 3.2.4

Customer billing instructions

billing information, 48.1.3

Billing Instructions-Page 2 form, 48.1.2

commission information, 48.1.2

commissions, 54.3

Customer Billing Instructions form, 48.1.1

freight, 48.1.2

item restrictions, 48.1.2

mass import of data, 48.1

order holds, 53.5.2

order processing information, 48.1.1

program, 37.2.2

shipping information, 48.1.2

Customer Billing Instructions form, 37.2.2, 47.3, 48.1.1

Customer Currency preference, 44.2.2

Customer Master Information form

Invoice setup

customer master information, 47.2

Customer Preference Groups program, 43.1

Customer price groups

changing, 38.1.3

complex, 38.1.2

creating new, 39.3.1

described, 37.2

generating price group relationships, 38.3

inventory pricing rules, 39.2

pricing rules, 39.3

setting up, 37.2

simple, 37.2.2

Customer pricing rules, 39.3

assigning rules to customers and groups, 39.3

Customer Pricing Rules form, 39.3

Customer Service form, 21.2

Customer Service program, 21.2

Cycle billing

running, 30.4

Schedule Invoice Cycle program, 30.4

Cycle Billing Exception report, 30.5.4

Cycle billing requirements

and Document Set preference, 44.2.5.1

Cycle Billing Transaction report, 30.5.3

D

Default address types, 47.3

customer billing instructions, 47.3

Deferred entries

viewing, 30.5.2

Define customer price groups

form, 38.1.2

program, 38.1.2

Define Subsystem form, 62.1, 62.4

Defining base prices, 37.5

defining branch/plant constants

Branch/Plant Constants-Pg 2 form, 49.5

Defining default address types, 47.3

Defining flexible account numbers, 59.1

Defining order hold codes, 53.2

Defining related addresses, 47

Defining repricing groups, 39.4.2

Defining the invoicing address, 47.2

Defining the pricing hierarchy, 37.4

Defining the subsystem, 62.1, 62.4

Delivery Date preference, 44.2.3

example, 44.2.3.1

Delivery notes

reviewing, 21.5

Delivery Notes Inquiry program, 21.5.1

Detail information

changing, 4.3

commissions, 54.1.2

data purges, 61.2.2

described, 2.2

duplicating, 4.6

entering, 4.2

Sales Order Entry form, 4.2

Substitute/Associated Items form, 4.4.1

substituting items, 4.4

updating with header information, 3.3.1

Detail Information

Order Detail Information form, 4.3

Direct ship orders

changing related sales and purchase orders, 14.2.1

comparing exchange rates, 14.1

creating sales records, 14.2.1

described, 14.2

entering, 14.2

form, 14.2

line types for, 14.2.1

program, 14.2

restrictions for configured items, 14.2.1

restrictions for kits, 8.1.2

Direct Ship Orders form, 14.2

Discrepancies, 7.3.1

discrepancy, 11.1.1

Discrepancy holds

releasing, 11.1.1

Distribution Automatic Account form, 58.2

Distribution Text program, 3.4

Document Distribution preference, 44.2.4

example, 44.2.4.1

Document set

and Invoice Cycle preference, 30.2

Document Set preference, 44.2.5

and cycle billing, 44.2.5.1

example, 44.2.5.1

Duplicating sales order information, 4.6

E

ECS functionality

detail line formats, 4.1

EDI See Electronic data interchange, 1

Edit and Creation program, 7.1

Electronic data interchange (EDI), 1.1.10

Elements

location code, 49, 49.5

End of day processing, 33.2

described, 33.2

overview, 1.2.7, 33.2

reviewing sales journals and reports, 34.2

running cycle billing, 30.4

Update Customer Sales program, 34

updating sales information, 34

End Use preference, 44.2.6

Enter Orders (Line Mode) form, 6.1

Enter Orders (Page Mode) form, 3.1.1, 12.2, 15.3, 18.1, 18.1

Entering a blanket order, 16.1

Entering a sales order using a customer template, 9.2

Entering an interbranch order, 17.2

Entering an order using a standard template, 9.1

Entering batch sales orders, 7.2, 7.2

Entering credit orders, 12

Entering credit orders manually, 12.2

Entering detail information, 4.2.1

Entering direct ship orders, 14

Entering header information, 3.2, 3.2

Entering mass amounts of customer billing instruction data, 48.1

Entering recurring sales orders, 7.5

Entering related addresses, 47.1

Entering sales orders in line mode, 6.1

Entering sales orders with templates, 9

Entering specific preference information, 44.2

Entering substitute and associated items, 4.4

Entering transfer orders, 13

Exchange rates

for multi-currency orders, 6.1

Exchange rates for multi-currency orders, 3.2.2

F

Features of Sales order Management system, 1

Files see Tables, 1

Flexible account numbers, 59.1

Automatic accounting instructions

advanced pricing, 59.2.2

base sales order management, 59.2.1

business units, 59.3

example, 59.1.1

Flexible Sales Accounting form, 59.3.1, 59.3.1

Flexible Sales Accounting Inquiry form, 59.3.1

overview, 59.1

subledger, 59.3

subsidiary account, 59.3

Flexible Accounting Inquiry form, 59.3.1

Forms

Address Book Additional Information

Related addresses, 47.1

Address Book Information, 47.1

Application Constants, 49.4

Associated Text, 3.4

Available Templates, 9.1, 52.3

Available Templates form, 9.3

Base Price Revisions, 37.5.1

Batch Order Additional Detail, 7.2

Batch Order Entry, 7.1.2

Billing Instructions-Page 2, 48.1.2

Blanket Orders, 16.1

Branch Sales Markups, 55.1.1

Branch/Plant Constants, 49.1

Branch/Plant Constants-Pg 1, 49.1

Branch/Plant Constants-Pg 2, 49.5

Check Credit, 21.1

Check Price and Availability, 20.3

Commissions/Royalty Information, 54.4.1

Commit/Decommit Workbench, 20.6.1

Confirm Shipments, 26.2.1, 29.1.3, 29.1.4, 29.3

Credit Orders from History, 12.3

Customer Billing Instructions, 37.2.2, 47.3, 48.1.1

Customer Master Information, 47.2

Customer Preference Groups

Customer Preference Groups form, 43.1

Customer Pricing Rules, 39.3

Customer Service, 21.2

Define Customer Price Groups, 38.1.2

Define Item Price Groups, 38.2

Define Subsystem, 62.1, 62.4

Delivery Notes Inquiry

Delivery Notes Inquiry form, 21.5.1

Direct Ship Orders, 14.2

Distribution Automatic Account, 58.2

Enter Orders (Line Mode), 6.1

Enter Orders (Page Mode), 3.1.1, 15.3, 18.1, 18.1

Flexible Accounting Inquiry, 59.3.1

Flexible Sales Accounting, 59.3.1

Freight/Additional Rate Revisions, 57.1.1

header File Defaults, 3.3

Hierarchical Configuration Definition, 25.1.2

Inventory Pricing Rules, 39.2.1, 39.4.2

Invoice Cycle (ECS) preference, 30.2

Item Master Maintenance - UCC 128, 25.2

Item Preference Groups, 43.2

Item Search, 20.2

Kit Window, 8.1.1

Narrative Text, 4.5

Online Invoice

Online Invoice form, 22.1

Order Activity Rules, 51.1.1

Order Detail Information, 4.3

Order History Inquiry, 9.3

Order Hold Information, 53.2

Order Line Types, 50.1

Order Template Revisions, 52.2

Order Templates, 9.2

Preference Batch Processing, 45.2.1

Preference Hierarchy, 37.4, 42.3.1

Preference Inquiry, 44.1

Preference Master, 42.2

Preference Profiles, 42.2, 43.1

Preference Revisions form, 44.1

Preference Selection, 45.1

Processing Options Revisions, 45.1

Quote Orders, 15.2

Recurring and Batch Order Entry, 7.5, 7.5

Related Salesperson, 54.2.1

Release Blanket Orders, 16.3

Release Held Orders, 11.1

Release Quote Orders, 15.4

Sales Ledger Detail, 21.4.1

Sales Ledger Inquiry, 21.4.1

Sales Order Entry, 4.2

Scheduled Invoice Dates, 30.3.1

Ship Notice/Manifest Revisions

Ship Notice/Manifest Revisions form, 25.1.3

Substitute/Associated Items, 4.4.1

Summary Availability, 20.5

Supply/Demand Inquiry, 20.7

System Constants, 49.3

Text Line Entry, 4.5

Transfer Orders, 13.2

Update Status Code, 32.1.1

Work Day Calendar Setup, 56.1.1, 56.1.1

Freight, 57.1

adding costs during sale order entry, 57.1.2

assigning rate codes, 57.1.2

changing defaults, 57.1.2

customer billing instructions, 48.1.2

viewing costs during shipment confirmation, 57.1.2

Freight preference, 44.2.7

dispatch group, 44.2.7

Freight/Additional Rate Revisions form, 57.1.1

G

General Accounting system, 1.1.3

General ledger deferred entries, 30.5.2

Generating order status reports, 21.3

Held Orders, 21.3.5

Open Orders by Customer, 21.3.3

Open Orders by Item, 21.3.1

Generating price group relationships, 38.3

Generating sales history reports

Reports

sales history, 21.6

Sales Analysis Summary, 21.6.4

Sales Ledger Detail, 21.6.2

Generating the Backorders to Fill report, 21.3.6

Generating the Held Orders report, 21.3.5

Generating the Open Orders by Customer report, 21.3.3

Generating the Open Orders by Item report

Reports

Open Orders by Item, 21.3.1

Generating the Sales Analysis Summary report, 21.6.4

Generating the Sales Ledger Detail report, 21.6.2

Grade and Potency preference, 44.2.8

example, 44.2.8.1, 44.2.8.2

sales and information updates, 44.2.8.2

H

Header File Defaults

form, 3.3

Header File Defaults form, 3.3

Header File Defaults program, 3.3

updating fields, 3.3

Header information

changing, 3.2.1

duplicating, 4.6

Enter Orders (Page Mode) form, 3.1.1

entering, 3.2

entering order information, 3.2

Header File Defaults form, 3.3

overview, 3.1

purging, 61.3.1

reviewing accounts receivable information, 3.2.3

reviewing currency information, 3.2.1

reviewing invoice information, 3.2.2

reviewing shipping information, 3.2.4

Sales Order Information program, 3.1.1

updating default fields, 3.3

Updating header default information, 3.3

Held orders

Credit Order Release Log, 11.4

printing, 11.1.1

releasing, 11

Hierarchical Configuration form, 25.1.2

Hierarchical configurations

setup, 25.1.1, 25.1.2

Hold codes, 11.1.1, 53

credit checking, 53.4

defining, 53.2

during sales order entry, 53.5.2

margin checking, 53.5

Release Order Audit Report, 11.4

setup, 53

I

Import mass amounts of customer billing instruction data, 48.1

Importing Mass Data, B

in batch orders, 7.3.1

inquiry, 21.4.1

integration with Sales Order Management, 1.1.3, 1.1.5

Interbranch orders

batch types for, 17.5

branch sales markups, 55

creating reports, 17.3.1

described, 17.1

entering, 17.2

invoices

limitations, 17.4.2

printing, 17.4

viewing online, 17.4.2

restrictions for pricing rules, 17.3.1

system updates, 17.5

using branch sales markups, 17.1

Inventory Commitment preference

example, 44.2.9.1

specifying percent-to-fill value, 44.2.9.1

Inventory Commitment Preference, 44.2.9

Inventory Management system, 1.1.5

Inventory pricing rules, 39.2

assigning rules to a customer or group, 39.3

item groups, 39.2.2

setup, 39.2.1

Inventory Pricing Rules form, 39.2.1, 39.4.2

Invoice cycle

preference, 44.2.10

Invoice Cycle Calculation rule

and Invoice Cycle Preference, 44.2.10

Invoice cycle calculation rules, 30.3

scheduled invoice date example, 30.3.1

Invoice cycle preference

and primary invoice, 30.2

Invoice Cycle preference, 31.1, 44.2.10

account updates, 44.2.10

consolidating invoices, 44.2.10, 44.2.11, 44.2.14, 44.2.16, 44.2.17

example, 44.2.10

Invoice Cycle preference and documents sets, 30.2

Invoice Cycle program

and Invoice Cycle preference, 44.2.10

Invoice cycles

preference, 30.2

Invoice Journal report, 34.2.1

Invoice setup

address book information, 47.1

default address types, 47.3

invoice cycle calculation rules, 30.3

invoice cycle preference, 30.2

invoicing addresses, 47.2

related addresses, 47

scheduled date calculation, 30.3.1

scheduled invoice dates, 30.3.1

Invoices

consolidating

using Invoice Cycle Preference, 44.2.10, 44.2.11, 44.2.14, 44.2.16, 44.2.17

cycle calculation rule, 30.3

for interbranch orders, 17.4, 17.4

reviewing online, 17.4.2

for quote orders, 15.2

Invoice cycle preference, 30.2

locating within a sales order, 22.1.1

online

form, 22.1

printing, 22.1.1

program, 22.1

reviewing, 22.1

printing, 31

reviewing, 3.2.2

Item information

described, 20

generating the Open Orders by Item report, 21.3.1

Item Search form, 20.2

price and availability, 20.5

reviewing, 20.5

price and availability, 20.3, 20.3.1

UCC 128 processing, 25.2

Item Information

generating the Open Orders by Customer report, 21.3.3

Item master information

item price groups

complex, 38.2

Item Master Maintenance - UCC 128 form, 25.2

Item Preference Groups form, 43.2

Item Preference Groups program, 43.2

Item price groups, 37.3

complex, 38.2

generating price group relationships, 38.3

new, 39.2.2

setup, 37.3

Item Search form, 20.2

Item Search with Word Search program, 20.2

Items

associated, 4.4

obsolete, 4.4

reviewing commitments, 4.2.2

reviewing prices, 4.2.2

reviewing quantities, 4.2.2

setting up cross-references for, 4.4.2

substituting, 4.4

using order holds, 11.1

J

Journal entries

approving, 35.3

posting, 35.4

reviewing, 35.2

Justification

location code, 49, 49.5

K

Kit orders, 8.1

entering, 8

restrictions, 8.1.2, 14.2.1

Kit window, 8.1.1

L

Line mode

described, 2.2

Line types

for direct ship orders, 14.2.1

overview, 50

Lines types

setup, 50.1

Locating

price and availability information, 20.3, 20.5

quantity information, 20.4.4, 20.5, 20.5.1, 20.5.1

Locating items, 4.2.2

Locating preferences, 45.3

Locating price and availability information, 20.3

Locating quantity information, 20.5

Locations

defining the location format, 49, 49.5

M

Mark For address

in batch orders, 7.2.1

in sales orders, 4.3.1

Mark-For address

restrictions in direct ship orders, 14.2.1

Mass import of customer billing instruction data, 48.1

Messages

adding a text line type, 4.5

adding to sales orders, 3.4

Associated Text form, 3.4

Narrative Text form, 4.5

Text Line Entry form, 4.5

viewing for order lines, 4.2.2

Multi-currency

conversion, 3.2.2, 6.1

displaying decimals, 35.2.1

in pick slips, 28.2.1

in sales order entry, 3.2.2, 6.1

printing the Sales Journal, 34.2.3

processing international orders, 2.2

N

Narrative Text form, 4.5

Next Order Status preference, 44.2.12

O

Online Invoice program, 22.1, 22.1

Online invoices

alternate formats, 22.1.1

printing, 22.1.1

reviewing, 22.1

Order acknowledgements, 22.2

Order activity rules, 51

copying, 51.1.2

for updating status codes, 32.1

setup, 51.1.1

status codes, 51.1

uses, 51.1.2

Order Activity Rules form, 51.1.1

Order activity rules See Status codes, 1

Order Detail Information form, 4.3

Order entry

overview, 1.2.1

Order entry formats, 4.1

Order History Inquiry form, 9.3

Order Hold Information form, 53.2

Order holds

Held Orders report, 21.3.5

Order line types, 50

overview, 50

setup, 50

Order Line Types form, 50.1

Order Preparation Days preference, 44.2.13

Order release

overview, 1.2.3

Order status

generating reports for, 21.3

Order Template Revisions form, 52.2

Order Templates form, 9.2

overview, 1.2.6, 1.2.11

P

Page mode

described, 2.2

Periodic invoices

printing, 31

Pick slips

described, 28.2

printing, 28.2

reprinting, 28.2.1

using multi-currency, 28.2.1

Picking documents, 28

control pick list, 28.1

described, 28

pick slips, 28.2

Post General Ledger (Pre-post) program, 35.4

Posting journal entries, 35.4

interbranch sales, 35.4.1

transfer costs, 35.4.1

Preference

Order Preparation Days, 44.2.13

Preference batch processing

form, 45.2.1

program, 45.2.1

Preference Hierarchy form, 37.4, 42.3.1

Preference Inquiry form, 44.1

Preference Inquiry program, 44.1

Preference Profiles form, 42.2, 43.1

Preference Profiles program, 43.1

Preference Revision program, 44.1

Preference Revisions form, 44.1

Preference Selection form, 45.1

Preference Selection program, 45.1

Preferences, 41

activating, 45.1

adding a memo, 42.1.2

assigning customers to groups, 43, 43.1

assigning items to groups, 43.2

batch processing, 45.2

Container Deposit/Rental, 44.2.1

Container Billing report, 44.2.1

using default information, 44.2.1

Customer Currency, 44.2.2

Delivery Date, 44.2.3

example, 44.2.3.1

described, 41, 41.2.1, 45

determining status of, 45.1.1

dispatch group field, 44.2.7

Document Distribution, 44.2.4

example, 44.2.4.1

Document Set, 44.2.5

example, 44.2.5.1

Document Set and cycle billing, 44.2.5.1

End Use, 44.2.6

entering specific preference information

key field definitions, 44.2

forms

Customer Preference Groups, 43.1

Item Preference Groups, 43.2

Preference Batch Processing, 45.2.1

Preference Hierarchy, 42.3.1

Preference Inquiry, 44.1

Preference Master, 42, 42.2

Preference Profiles, 43.1

Preference Revisions, 44.1

Preference Selection, 45.1

Processing Options Revisions form, 45.1

freight, 44.2.7

Freight

dispatch group, 44.2.7

Grade and Potency, 44.2.8

hierarchy

described, 42

example, 42.3.1

Inventory Commitment, 44.2.9

invoice cycle, 30.2

Invoice Cycle, 44.2.10

key field table, 41.2.3, 44.2

Line of Business, 44.2.11

locating, 45.3

Next Order Status, 44.2.12

overview, 1.2.9, 41.2

Payment Terms, 44.2.14

Price Adjustment Schedule, 44.2.15

Pricing Unit of Measure, 44.2.16

Print Messages, 44.2.17

Product Allocation, 44.2.18

Quality, 44.2.19

Revenue Cost Center, 44.2.20

Sales Commission, 44.2.21

setting up

hierarchy, 42.3

Preference Master information, 42, 42.2

types, 44

table of, 41.2.3

User Defined Price Code, 44.2.22, 44.2.23

variable field table, 41.2.3, 44.2

Preparing the shipment, 26.1

Price Adjustment Schedule preference, 44.2.15

Prices

reviewing, 4.2.2

Pricing

adjustments, 39

considerations, 39.1.2

customer pricing rules, 39.3

inventory pricing rules, 39.2

base

category codes, 38.1.3

change existing price, 40.1.1

defining, 37.5

future prices, 40.1.2

generating reports, 37.5.2

multi-currency, 37.5.2

updating, 40.1

branch sales markups, 55

cash discount, 39.1.2

convert price levels, 40.3

credits, 37.5.2

forms

Customer Billing Instructions, 37.2.2

Define Customer Price Groups, 38.1.2

hierarchy, 37.4

Base Price Revisions form, 37.5.1

defining, 37.4

limited search, 37.4.1

overview, 1.2.8, 36.2

preferences

Pricing Unit of Measure, 44.2.16

User Defined Price Code, 44.2.22, 44.2.23

repricing

during sales order entry, 39.4.1

limitations, 39.4.1

updating customer prices, 40.2

repricing groups, 39.4.2

structure, 37

for customer price groups, 37.2

item price groups, 37.3

price group relationships, 38.3

pricing hierarchy, 37.4

Pricing See Base pricing, 1

Pricing See Repricing, 1

Pricing Unit of Measure preference, 44.2.16

Primary invoice

and invoice cycle preference, 30.2

Print Message preference, 44.2.17

Printing

control pick list, 28.1

held orders, 11.1.1

invoices

for interbranch orders, 17.4

order acknowledgements, 22.2

pick slips, 28.2

sales reports

troubleshooting problems, 21.6.1

Printing a control pick list, 28.1

Printing a pick slip, 28.2

Printing an interbranch invoice, 17.4

Printing delivery notes, 29.5.3

Printing Delivery Notes, 29.5.3

Printing order acknowledgements, 22.2

Printing periodic invoices, 31.2

Printing Shipping Documents, 29.5

Printing unposted transactions, 35.5

Processing

online invoices, 22.1

order acknowledgements, 22.2

overview, 27

picking documents, 28

control pick list, 28.1

pick slips, 28.2

sales orders, 27

Processing batch sales orders, 7.3

Processing Invoices, 31

Processing Options Revisions form, 45.1, 45.1

Product Allocation preference, 44.2.18

program, 21.4.1

Programs

P42025W (sales ledger detail), 21.4.1

Programs and IDs

P00PURGE (general purge), 61.2

P010513 (address book additional information), 47.1

P01053 (customer master information), 47.2

P01501 (address book information), 47.1

P4001Z (batch order entry), 7.1.2

P4001Z (recurring batch order entry), 7.5

P4001ZP (batch order files purge), 61.3.6

P4004Z (batch order heading information, 7.5

P4006 (base price revisions), 37.5.1

P4007 (preference profiles), 42.2, 43.1

P40070 (preference master), 42.2

P40071 (customer preference groups), 43.1

P40072 (item preference groups), 43.2

p40073 (preference hierarchy), 37.4

P4009W (system constants), 49.3

P401 (distribution text), 3.4

P40105 (define subsystem), 62.1, 62.4

P4015 (order template revisions), 52.2

P40200 (preference inquiry), 44.1

P40200EC (invoice cycle ECS), 30.2

P40204 (order activity rules), 51.1.1

P40205 (order line types), 50.1

P4021 (supply/demand inquiry), 20.7

P40214 (order history inquiry), 9.3

P40215 (available templates), 9.3

P40215 (order templates), 9.2

P40215W (available templates), 9.1, 52.3

P40300 (preference revisions), 44.1

P40300EC (invoice cycle (ECS), 30.2

P40840 (preference batch processing), 45.2.1

P4092 (define customer price groups), 38.1.2

P4092 (define item price groups), 38.2

P40950 (distribution automatic account), 58.2

P4096 (flexible sales accounting), 59.3.1

P40HDR (header file defaults), 3.3

P41001 (branch/plant constants-page 1), 49.1

P410012 (branch/plant constants-page2), 49.5

P41001S (application constants), 49.4

P41020 (item master maintenance - UCC 128, 25.2

P4106 (customer billing instructions), 47.3

P41200 (item search with word search), 20.2

P41202 (summary availability), 20.5

P41204 (branch plant constants), 49.1

P41261 (check price and availability), 20.3

P413511 (kits), 8.1.1

P4200120 (sales order detail information), 4.3

P420111 (release blanket orders), 16.3

P420111 (release quote orders), 15.4

P4201A (sales order entry - single line), 6.1

P4201P (sales order header purge), 61.3.1

P4201T1 (text line entry), 4.5

p4201T2 (narrative text), 4.5

P42025 (credit orders from history), 12.3

p42025 (sales ledger inquiry), 21.4.1

P42040 (status code update), 32.1.1

P42045 (customer service), 21.2

P4205 (confirm shipments), 26.2.1, 29.1.3, 29.1.4, 29.3

P42050 (check credit), 21.1

P4206 (customer billing instructions), 37.2.2, 48.1.1

P42061 (billing instructions-page 2), 48.1.2

P42062 (ship notice/manifest revisions), 25.1.3

P42081 (customer pricing rules), 39.3

P42090 (order hold information), 53.2

P42090 (release held orders), 11.1

p42096 (flexible sales accounting inquiry), 59.3.1

P4210 (enter orders page mode), 12.2, 15.3, 18.1, 18.1

P4210 (sales order heading information), 3.1.1

P42100 (related salesperson), 54.2.1

P4211 (sales order entry detail), 4.2

P42110 (commission/royalty information), 54.4.1

P42230 (online invoice), 22.1

P42260 (substitute/associated items), 4.4.1

P42290 (delivery notes inquiry), 21.5.1

P4242 (transfer orders), 13.2

P4243 (direct ship orders), 14.2

P42570 (credit release log), 11.4

P4271 (inventory pricing rules), 39.2.1, 39.4.2

P42995 (repost active sales orders), 20.8

P42996 (purge details to history), 61.3.8

P42999 (commit/decommit workbench), 20.6.1

P4303 (branch sales markups), 55.1.1

P4314P (extended text purge), 61.3.3, 61.3.4

P47HL (hierarchical configuration definition), 25.1.2

P49085 (scheduled invoice dates), 30.3.1

P49090 (work day calendar setup), 56.1.1, 56.1.1

P98300 (preference selection), 45.1

P98312 (processing options revisions), 45.1

Programs IDs

P40201 (freight/additional rate revisions), 57.1.1

Purchase Management system

integration with Sales Order Management, 1.1.6

Purging data, 61

active order lines, 61.3.4

batch order files, 61.3.6

customizing, 61.1.1

extended text, 61.3.3, 61.3.4

move sales order detail to history, 61.3.8

prerequisites, 61.1.2

purges for sales order management, 61.2

reorganize, 61.1.1

sales order detail, 61.2.2

sales order header, 61.3.1

technical considerations, 61.1.1

Purging Data, 61.1

Q

quantities, 20.5, 20.5

Quantities

reviewing item and availability, 4.2.2

Quote orders

described, 10.2

entering, 15.1, 15.2

form, 15.2

invoices for, 15.2

Release Quote Orders form, 15.4

releasing, 15.4

Quote Orders form, 15.2

R

Recurring and Batch Order Entry form, 7.5

Recurring orders, 7.5

manual entry, 7.5

multi-currency, 7.1.1

order frequency dates, 7.5.1

overview, 7

Related addresses, 47.1

assigning address numbers, 47.1.1

Related Salesperson form, 54.2.1

Release Blanket Orders form, 16.3

Release Held Order form, 11.1

Release Quote Orders form, 15.4

Releasing

backorders

online, 11.2

backorders in a batch, 11.3

batch orders, 21.3.6

held orders, 11

orders

described, 10.2

orders with multiple holds, 11.1

Release Held Orders form, 11.1

Releasing a quote order, 15.4

Releasing backorders

online, 21.3.6

Releasing backorders online, 11.2

Releasing blanket orders

blanket, 16.3

Releasing orders

quote orders, 15.4

during sales order entry, 15.4.1

Releasing orders on hold, 11.1

Reports

Backorders to Fill, 11.2.1

Batch Order Activity, 7.3

Batch Order Creation Exception, 7.3

Cycle Billing Exception, 30.5.4

Cycle Billing Transaction, 30.5.3

Exception, 34.2.5

General Journal, 35.5

Held Orders, 21.3.5

Invoice Journal, 34.2.1

Open Orders by Customer, 21.3.3, 21.3.3

Open Orders by Item, 21.3.1

Print Held Orders, 11.1.1

Release Order Audit, 11.4

Sales Analysis Summary, 21.6.4, 21.6.4

Sales Journal, 34.2.2

Sales Ledger Detail, 21.6.2, 21.6.2, 21.6.2

Repricing

basket, 39.4.2

groups, 39.4.2

Inventory Pricing Rules form, 39.4.2

limitations, 39.4.1

processing, 39.4.3

repeat, 39.4.1

updating customer prices, 40.2

updating during customer sales update, 40.2.1

Repricing during sales order entry, 39.4.1

Repricing sales orders, 30.3.2, 30.5.2

Repricing See Pricing, 1

Restore Active Sales Orders program, 20.8

Restoring sales order information, 20.8

Revenue Business Unit preference

example, 44.2.20

Revenue Cost Center preference, 44.2.20

Reviewing accounts receivable information, 3.2.3

Reviewing currency information, 3.2.1

Reviewing customer account information, 21.1

Reviewing delivery notes, 21.5

Reviewing invoice information, 3.2.2

Reviewing journal entries, 35.2

Reviewing online invoices, 22.1

Reviewing order releases, 11.4

Reviewing price and availability information, 20.3

Reviewing sales journal and reports

Exception report, 34.2.5

Reviewing sales journals and reports

Invoice journal, 34.2.1

Sales journals, 34.2.2

Reviewing sales ledger information, 21.4

Reviewing sales orders, 21.2

customer account information, 21.1

Customer Service form, 21.2

locating additional information, 21.2.1

locating order detail information, 21.2.1

searching with an asterisk, 21.2.1

viewing different formats, 21.1.4, 21.2.1

Reviewing shipping information, 3.2.4

Reviewing supply and demand information, 20.7

Reviewing the Batch Order Activity Register, 7.3

Reviewing the Batch Order Creation Exception report, 7.3

Reviewing the Cycle Billing Exception report, 30.5.4

Reviewing the Cycle Billing Transaction report, 30.5.3

Reviewing the exception report, 34.2.5

Reviewing the Invoice Journal, 34.2.1

Reviewing the Sales Journal, 34.2.2, 34.2.2

Revising See Changing, 1

Running cycle billing, 30.4

Running general purges, 61.2

Running move sales order detail to history, 61.3.8

Running preferences in batch, 45.2

Running special purges, 61.3

Running the batch order files purge, 61.3.6

Running the extended text purge, 61.3.3, 61.3.4

Running the sales order header purge, 61.3.1

Running the Schedule Invoice Cycle, 30.4

S

Sales Commission preference, 44.2.21

Sales groups

assigning a customer to a group, 54.3

calculating additional commission information, 54.4

Commissions/Royalty Information form, 54.4.1

fixed commissions percentages, 54.3

Related Salesperson form, 54.2.1

setup, 54.2

Sales Journal, 34.2.2

Sales ledger, 21.4.1

detail form, 21.4.1

detail program, 21.4.1

detailed report, 21.4

inquiry

form, 21.4.1

reviewing, 21.4

Sales Ledger Detail program, 21.4.1

Sales Ledger Inquiry form, 21.4.1

Sales Ledger Inquiry program, 21.4.1

Sales order entry

preferences

types, 44.2

Sales Order Entry - Single Line program, 6.1

Sales Order Entry Detail program, 4.2

Sales Order Entry form, 4.2

Sales Order Heading Information program, 3.1.1

Sales Order Management, 1.1.1

cross-system integration, 1.1.9

Sales Order Management system

features, 1

Sales order process

described, 1

related status codes, 1.2.5

Sales orders, 1.2.6

accounts receivable information, 3.2.3

adding messages to, 3.4

batch mode

Batch Order Additional Detail form, 7.2

correcting, 7.4

entering, 7.2

processing, 7.3

batch mode, Batch Order Entry program, 7

batch mode, Recurring and Batch Order Entry form, 7.1.2

billing information, 22

described, 19.2

printing order acknowledgements, 22.2

reviewing online invoices, 22.1

canceling, 3.2.1, 4.2.1

changing, 3.2.1, 4.2.1, 4.3

changing customer address, 3.2.1, 3.2.2, 3.2.3, 3.2.4, 3.2.5

commissions, 54.1.2, 54.2.2

commitments

reviewing, 4.2.2

configured items, 8.2

confirming shipments, 29.1

customer account information, 21

described, 19.2

deleting, 4.2.1

detail information

described, 2.2

entering, 4, 4.2

end of day processing, 33.2

Enter Orders (Page Mode) form, 3.1.1

entering prerequisites, 2.2.1

for kits, 8

freight, 57.1.2

generating order status reports, 21.3

Header File Defaults form, 3.3

header information

entering, 3.2

header information described, 3.1

invoice information, 3.2.2

item information, 20, 20.5

described, 19.2

price and availability, 20.3, 20.3.1

line mode

canceling and deleting, 6.1

limitations, 6.1

overview, 6

mode

page, 3.1.1

modes

batch, 2.2

line, 2.2

page, 2.2

modes, batch, 7

Order Detail Information form, 4.3

order holds, 53.5.2

order templates, 52

pricing, 36.2

processing, 27

recording order numbers, 3.1.2

recurring, 7.5

related tasks, 2.2

repricing, 30.3.2, 30.5.2

restoring information, 20.8

reviewing, 21.2

reviewing period-to-date amounts, 21.6

reviewing year to-date amounts, 21.6

Sales Order Entry form, 4.2

shipping information, 3.2.4

Substitute/Associated Items form, 4.4.1

substituting items, 4.4

types of

batch, 7.2

blanket, 16

credit, 12

direct ship, 14.2

interbranch, 17.1

kits, 8.1

transfer, 13.2

types of recurring, 7.5

updated tables, 2.2

updating header default fields, 3.3

updating sales information, 34

using multi-currency, 3.2.2, 6.1

using templates, 9, 9.2

viewing messages, 4.2.2

Z file processing programs, B

Sales orders types of

quote, 15.1

Sales price level conversions, 40.3

Schedule Invoice Cycle program, 30.4

Scheduled invoice date calculation

example, 30.3.1

Scheduled Invoice Dates form, 30.3.1

Screens See Forms, 1

Separator character

location code, 49

location mode, 49.5

Serial numbers

entering, 29.3

Serial Shipping Container Code (SSCC)

bar code label, 24.3.3

printing the labels, 26.3.3

structure, 24.2.3

Setting up a sales group, 54.2

Setting up additional commission information, 54.4

Setting up automatic accounting instructions, 58

Setting up branch sales markups, 55

Setting up commission information, 54

setting up constants

defining the location format, 49.5

Setting up customer price groups, 37.2

Setting up freight information, 57

Setting up invoice cycle calculation rules, 30.3

Setting up invoice cycles, 30.1

Setting up item price groups, 37.3

Setting up order activity rules, 51

Setting up order hold codes for margin checking, 53.5

Setting up order hold information, 53

Setting up order line types, 50

Setting up preference master information, 42.2

Setting up See Setup, 1

Setting up the work day calendar, 56.1

Work Day Calendar Setup form, 56.1.1, 56.1.1

Setting up variable commissions within a group, 54.2.2

calculating additional information, 54.2.2

Setup

automatic accounting instructions

overview, 58.1

branch sales markups, 55, 55.1.1

commissions, 54

assigning a salesperson or a group to a customer, 54.3

calculating additional information, 54.4

fixed percentages, 54.3

overview, 54

passwords, 54.4.2, 54.5.1

sales groups, 54.2

customer billing instructions

billing information, 48.1.3

commissions, 48.1.3

order processing information, 48.1.1

shipping information, 48.1.2

standard freight rates, 48.1.3

flexible account numbers, 59.1

defining, 59.3.1

example, 59.1.1

overview, 59.1

freight, 57.1

overview, 57.1

order activity rules, 51

order holds, 53

credit checking, 53.4

defining hold codes, 53.2

margin checking, 53.5

order line types, 50

overview, 46.1

preferences

hierarchy, 42.3

master information, 42, 42.2

types of, 44

pricing, 36.2

customer pricing rules, 39.3

inventory pricing rules, 39.2

pricing hierarchy, 37.4

structure, 37

UCC 128 Processing, 25

Setup order activity rules

copying, 51.1.2

Setup See System setup, 1

Ship Notice/Manifest Revisions form

generating, 26.4

Shipment Workbench form

functions, 26

Shipments

confirming, 29.1

T

Tax information for an interbranch invoice

changing, 17.3

Templates, 52

assigning, 52.2.1

based on order history, 9.3

customer specific, 52.1.2

using, 9.2

Customer specific

order history inquiry, 9.3

deleting, 52.1.2

entering, 9.1

entering sales orders, 9

Order Templates form, 9.2

overview, 1.2.2, 52

standard, 52.2

system generated, 52.4, 61.3.8

updating, 52.3

working with, 52

Text Line Entry form, 4.5

Text line type

using to add messages, 4.5

Transfer orders

agreement numbers, 13.2.4

described, 13

entering, 13.2

form, 13.2

program, 13.2

restrictions for configured items, 13.2.4

restrictions for kits, 8.1.2, 14.2.1

sales records for, 13.2.4, 13.2.4

U

UCC 128 Processing

confirming the sales order, 26.3.1

confirming the shipment, 26.3.2

generating the ship notice/manifest, 26.4

identification codes, 24.2

overview, 23, 24.1

pack information, 26.2

preparing the shipment, 26.1

entering shipment information, 26.1.3

printing UPC/SCC labels, 26.1.6, 26.1.7

selecting sales orders for shipment, 26.1.5

processing shipments, 26

setup, 25

customer information, 25.1

hierarchical configurations, 25.1.1, 25.1.2

item information, 25.2

shipping the product, 26.3

tare information, 26.2

Understanding compliance procedures, 23.2

UDCs See User defined codes, 1

Understanding configured items orders, 8.2

Understanding the Customer Currency (ECS) preference, 44.2.2

Understanding the Document Distribution (ECS) preference, 44.2.4

Understanding the Document Set (ECS) preference, 44.2.5

Understanding the Load/Promise Date (ECS) preference, 44.2.3.1

Understanding the Next Order Status (ECS) preference, 44.2.12

Understanding the Quality preference, 44.2.19

Understanding UCC 128 Compliance, 23.2

bar code labels, 24.3

SCCS, 24.2.2

SSCCs, 24.2.3

UCC identification codes, 24.2

UPCs, 24.2.1

Universal Product Code (UPC)

bar code label, 24.3.1

printing labels, 26.1.6, 26.1.7

structure, 24.2.1

Update customer sales, 34.1

Update Customer Sales program, 34

updating prices, 40.2.1

Update sales information

multi-currency, 34.1.2

Update Status Code program, 32.1.1

Updating

detail information, 3.3.1

header default fields, 3.3

sales information

approving journal entries, 35.3

batch types created, 35

bypassing records, 34.1.2

Exception report, 34.2.5

manually, 34.1.2

prerequisites for, 34.1.1

reviewing journal entries, 35.2

reviewing unposted transactions, 35.5

Sales Journal, 34.2.2

Sales Journal report, 34.2.3

Update Customer Sales program, 35

using multi-currency, 34.2.3

status codes, 32.1

Updating an existing template, 52.3

Updating base prices, 40.1

Updating header default information, 3.3, 3.3

Updating interbranch sales information, 17.5

Updating prices for a customer, 40.2

Updating sales information

field limitations, 35.1.1

for interbranch orders, 34.1.2

sales information

reviewing journals and reports, 34.2

Updating status codes, 32.1

User Defined Price Code preference, 44.2.22

V

Verifying the G/L entries, 30.5

Viewing messages

form order lines, 4.2.2

W

Word day

calendar

setup, 56.1

Work Day Calendar Setup form, 56.1.1, 56.1.1

Working with base pricing, 40

Working with batch sales orders, 7.2

Working with billing information, 22

Working with blanket orders, 16

Working with customer and sales information, 21

Working with Detail Information, 4

Working with header information, 3.1

Working with interbranch orders, 17.1

Working with invoice cycles, 30

Working with item information, 20

Working with kits and configured items, 8

Working with order releases, 11

Working with order templates, 52

Working with pack information, 26.2

Confirm Shipments form, 26.2.1

Working with picking documents, 28

Working with preference master and hierarchy, 42

Working with preferences, 45

Working with price adjustments, 39.1

Working with quote orders, 15.1

Working with recurring and batch order entry, 7

Working with sales update information, 35

Working with Shipments, 29

Working with the subsystem, 62

Z

Z file processing programs, B