80 Order Updates Processing Options

This chapter contains these topics:

• Section 80.1, "Speed Release - Status Code Updates (P43025),"

• Section 80.2, "Purchase Order Generator (P43011),"

• Section 80.3, "Sales Order Information (P42045),"

• Section 80.4, "Shipment Confirmation (P4205),"

• Section 80.5, "Text Messages (P4016)."

80.1 Speed Release - Status Code Updates (P43025)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Order Type
2. Last Status	Default last status for inquiry purposes.
3. Next Status	Default next status for inquiry purposes.
4. Next Status for Update	Next status to update orders to.
5. Currency Code	If you want to see only those orders containing a specific vendor currency, you can specify a default currency for inquiry purposes.
PROCESSING CONTROL:
6. Enter a '1' to protect the Update to Next Status field.
DREAM WRITER VERSIONS: Enter the version for each program: If left blank, ZJDE0001 will be used.
7. Purchase Order Entry (P4311)

80.2 Purchase Order Generator (P43011)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Document Type (Required)
2. Beginning Status (Required)
3. Line Type (Required)	The default line type for new stock purchase order lines you create.
4. Override Next Status (Optional)	If you leave this option blank, the program retrieves the next status code from Order Activity Rules, otherwise, this serves as the next status on new purchase order lines.
5. Nonstock Line Type	When you inquire on a branch with the Non-stock Y/N flag to Yes, only sales order line items with this line type display. This is also the default line type for new non-stock purchase order lines you create.
6. Enter a '1' to default the primary unit of measure from the Item Master into the transaction unit of measure. If left blank, the purchasing unit of measure will be used.
DREAM WRITER VERSIONS: Enter the version for each program: If left blank, ZJDE0001 will be used.
7. Open Sales Orders (P42045)
8. Open Purchase Orders (P430301)
9. Blanket Order Release (P43060)
10. Supplier Analysis (P43230)
11. Supplier Master (P01054)
12. Purchase Order Entry (P4311)
PROMPTING CONTROL:
13. Enter Purchasing Code One to be displayed. If left blank the all default will be used.
14. Enter Purchasing Code Two to be displayed. If left blank the all default will be used.
15. Enter a '1' to protect the cost or '2' to make the cost non-display.
16. Enter the line type(s) you wish to see when taking the Open Sales Orders selection. To specify more than one line type, enter them one after the other. For example, to see line types 'NS','D' and 'M', enter - 'NSD M'. A space is necessary after 'D' since the line type is two characters.	If you leave this option blank, all sales order detail lines containing the item will display in the Review Open Orders window; otherwise, only those lines with a corresponding line type will display.
17. Enter the Status Code that Open Sales Order lines should not exceed when taking the Open Orders selection.
18. Enter a '1' to only display Back Ordered lines on the Open Sales Order window.
19. Enter a '1' to allow the addition of a Supplier Master record, if not set up.
20. Enter a '1' to sum Related Sales Orders onto one Purchase Order. If left blank, one Purchase Order for each Sales Order will be generated.	This option applies to sales order lines that display when you inquire on non-stock items. It allows you to create a single purchase order with a separate line item for each corresponding sales order line item; however, it will not summarize all sales order lines into a single line on the purchase order.
21. Enter a '1' if you wish to have the associated text from the related sales order written on the purchase order.
APPROVAL PROCESSING:
22. Enter where the approval route code should be defaulted from, OR enter a specific route code value. If left blank, no approval processing will be performed. 1 = Originators Address Book Number 2 = Originators User Profile 3 = Branch/Plant Route Code 4 = Default Locations Route Code
23. Enter the Awaiting Approval status.
24. Enter the Approved status.
BLANKET ORDER PROCESSING:
25. Enter the Order Type associated with blanket purchase order processing. If left blank, no automatic blanket order release processing will be performed.
PURCHASE ORDER OPTIONS:
26. Enter a '1' to default the tax area from the "Ship-To" address book number. If left blank, the tax area will be defaulted from the "Supplier" address number.
CROSS REFERENCE INFORMATION:
27. Enter the cross reference code for retrieving item replacements for obsolete items.
28. Enter the X-ref type to select Item substitutions from the cross-reference file.
REQUESTED DATE:
29. Enter '1' to add lead time to the requested date. If left blank, the lead time will not be added to the requested date.
ITEMS SELECTION:
30. Enter '1' to exclude obsolete items, leave blank to display all items.
AUTOMATED PROCESS:
31. Enter a '1' to automatically generate the Purchase Order.	Set this option to 1 if you do not want the Suppliers Selected for Order window to appear upon exiting the screen. Orders are automatically generated based on the quantities you release; however, you won't be able to view the order numbers generated.
32. Enter a '1' to automatically print P.O.s via the subsystem.	Set this option to 1 to have the system call the Print Purchase Order program via the subsystem each time you create a new order. You must set up and activate program J43500S in the subsystem to use this option.
APPROVALS MANAGEMENT PROCESSING:
33. Enter the Open status.
34. Enter the Pending Approval status.
35. Enter the Rejected status.
36. Enter the Approved/Pending Header Approval status.
37. Enter the Approved/Header Rejected status.
38. Enter the Approved status.

80.3 Sales Order Information (P42045)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Order Type
2. From Status Code
3. Thru Status Code
4. Currency Code
PROCESSING CONTROL:
5. Enter a '1' if the above Status Codes are based on Last Status. If left blank, the Next Status will be used.
6. Enter the value to specify which date will be checked against the date range. If left blank, Requested Date is used.
7. Enter a '1' to display the Amount format, or a '2' to display the Price format. If left blank, the Quantity format will be displayed.	Use this option to specify whether the seventh column that displays on the video represents Amount, Unit Price or Quantity. Regardless of which column heading you choose, you can press F15 to toggle between the three.
8. Enter a '1' to display the Status Code format. If left blank, the Customer format will be displayed.	Use this option to determine whether the fifth column that displays on the video represents the customer description or the next status description. Regardless of which column heading you choose, you can press F8 to toggle between the two.
9. Enter a '1' for text lines to be displayed. If left blank, text will be omitted.
10. Enter a '1' to display Kit Component Lines. If left blank, Kit Components will not display.
11. Enter a '1' to display backordered lines. Enter a '2' to display canceled lines. Enter a '3' to display both. Enter a '4' to display neither.
12. Enter the cross reference type used for Substitute items. Enter a '1' to supress
13. Cost Fields
14.Price Fields
DREAM WRITER VERSIONS:
Enter the version for each program: If left blank, ZJDE0001 will be used.
15. Sales Order Entry (P4211)
16. Check Credit (P42050)
17. Supply/Demand Inquiry (P4021)
18. Item Summary Availability (P41202)
19. A/R Inquiry (P032002)
20. Address Book Information (P01051)
21. Online Invoice Inquiry (P42230)
22. Sales Ledger Inquiry (P42025)
23. Customer Master (P01053)
INTER-BRANCH INVOICE:
24. Enter the document type(s) that the system will use to inquire into inter-branch invoices. To specify more than one document type, type them one after the other along this field.
MARK-FOR INQUIRY: AS-IF CURRENCY DISPLAY:
25. Enter '1' to display the Mark-for Address in the place of Ticket Number.
AS-IF CURRENCY DISPLAY:
26. Enter the currency code for as-if currency display. This option allows for amounts to display in a currency other than the currency they are stored in. This option is activated by function key F18. Amounts will be translated and displayed in this as-if currency. If left blank, amounts will display in their database currency.
27. Enter the "As-of" date for processing the current exchange rate for the as-if currency. If left blank, the Thru date will be used.

80.4 Shipment Confirmation (P4205)

Processing Option	Processing Options Requiring Further Description
RECORD SELECTION:
1. Enter the ranges of status codes to be selected for processing: Next Status From (Required) Next Status Thru (Required)	Only those order lines with a next status that falls within the from and thru range will display on the screen.
2. Enter Sales Order Type (Required)	This serves as the default order type.
DEFAULT VALUES:
3. Line Type for new Sales Detail Lines entered through Additional Line Entry. If left blank, you will need to enter it manually for each line. NOTE: You cannot enter new inventory items. This option is not applicable to batch shipment confirmation.	The line type you specify for new lines must have an inventory interface equal to N (non-inventory), which you specify in Order Line Types (P40205). To add new detail lines you must set processing option 5 to 1.
4. Enter a Next Status Override code for the following: - Sales Detail lines confirmed - Additional Line Items entered - Sales Detail line created by backorder of remaining quantities. For confirmed and additional lines, if the options are left blank, will default the Next Status from the Order Activity Rules (F40203).
PROMPTING CONTROL:
5. Enter '1' to be allowed to enter additional non-inventory lines. If blank, the Additional Line Entry Display will be suppressed. This option is not applicable to batch shipment confirmation.
6. Enter '1' to display kit component lines. If left blank kit component lines will be suppressed and confirmed with the parent item. This option is not applicable to batch shipment confirmation.
7. Enter '1' to display text lines. If left blank, all text lines will be suppressed from display and their status (except for configured component text lines) will be updated automatically. This option is not applicable to batch shipment confirmation.
8. Enter '1' to be prompted to accept the order. This option is not applicable to batch shipment confirmation.
9. Enter '1' to receive an error when the item location is on hold. If left blank, you will receive a warning.
10. Enter '1' to have the system preload the update option ('1') to option field. This option is not applicable to batch shipment confirmation.
11. Enter '1' to check availability and receive a warning if lack of availability. If left blank, no warning will be given.
12. Enter '1' to prevent shipment from a location which currently has zero or negative On Hand Quantity, or if the result of the shipment will produce negative On Hand Quantity. If left blank, the item will be allowed to be confirmed regardless of the On Hand Quantity.	Set this processing option to 1 to stop inventory balances from going negative.
13. Enter '1' to have the system prevent shipping a quantity that is greater than the quantity on the order. If left blank, you will be able to over ship an order.
14. Enter '1' to use 15 character lot, leave blank to default to 12 chars.(This is used when calling the Multiple Location Window - P42053).This option is not applicable to batch shipment confirmation.	If you choose to display the 15 character lot field, the Available Quantity column is pushed to the fold area in the Multiple Locations window.
15. Enter 1 to issue an error or 2 to issue a warning when the hard committed quantity exceeds the on hand quantity for a particular location. (This option only applies when you don't relieve inventory at Ship Confirm.)
16. Enter '1' to issue error or '2' to issue warning when attempting to ship a direct ship order record which has not yet been received.
UPDATE OPTIONS:
17. Enter '1' to allow the Line Type of confirmed items to be overridden. If blank, field will be protected. This option is not applicable to batch shipment confirmation.
18. Enter '1' to allow Ship-To-Address to be overridden. If left blank, Ship-To fields will be protected. This option is not applicable to batch shipment confirmation.
19. Enter '1' to automatically backorder or cancel any remaining quantity not shipped. If left blank, will leave all remaining quantities shippable. For kit master lines, all remaining quantities will be backordered or cancelled.
FREIGHT PROCESSING:
20. Enter '1' to call the Freight and Additional Charges Calculation program (P40210) after an order is confirmed for shipment and have the freight charges calculated automatically.
21. Enter '1' to allow either the line item weight or the gross freight charges to be overridden when inside the Freight program (P40210). This option is not applicable to batch shipment confirmation.
PRINT OPTIONS:
22. Enter '1' to automatically print invoices at completion of confirmation using subsystem.
DREAM WRITER CONSIDERATIONS:
23. Enter the version of Sales Order Entry to call. If left blank, will default to 'ZJDE0001'. This option is not applicable to batch shipment confirmation.
TM PROCESSING:
24. Enter the version of TM Shipment Confirmation (PSMR9120) to call.
RECEIPT ROUTING FROM SHIP CONFIRM:
25. Enter a '1' to initiate Receipt Routing from Ship Confirm for transfer orders only. If left blank no receipt routing will be performed.
26. Enter the default route type to be used to search for a receipt route.
27. Enter the value of the default route to be used for items without a receipt route setup.	This option is specific to UCC 128 functionality.
28. Enter the version of Receipt by PO/Item/Account to call. If left blank, will default to 'ZJDE0007'.
SHIPMENT PROCESSING:
29. Enter the version of the Tare/Pack Detail program to call. If left blank, will default to 'ZJDE0001'.
QUALITY MANAGEMENT:
30. Enter the version of Test Results Revisions (P3711) to call. If left blank version 'ZJDE0002' will be used. This option is not applicable to batch shipment confirmation.
31. Enter '1' to automatically print a Certificate of Analysis following completion of the confirmation.
32. Enter the version of the Certificate of Analysis Extract (P37900) to call. If left blank 'ZJDE0001' will be used.	Set this option to 1 to use this version for pack confirmation, in which case only status codes are bumped on the order line, that is, inventory is not relieved.
32a. Enter a '1' to run Certificate of Analysis Extract (P37900) in the subsystem. If left blank, on-line process will be performed.
CREDIT/RETURNS PROCESSING:
33. Enter a '1' to edit returns of lot controlled items.	Use this option to create putaway requests in the Warehousing system for credit orders.
WAREHOUSE PROCESSING:
34. Enter '1' if this program is to be used for pack confirmation. This option is not applicable to batch shipment confirmation.
35. Enter the request processing mode: ' ' = No putaway requests '1' = Generate requests only '2' = Generate requests and process using the subsystem
36. If processing putaway requests using the subsystem, enter the DREAM Writer version to use. If blank, XJDE0001 is used. (See Form ID P46171)
37. Enter an override next status for sales order lines for which requests have been generated.
SERVICE WARRANTY MANAGEMENT:
38. Enter '1' to call Batch Assign Service Warranty (P42404) to automatically assign service warranties to sales order detail records.
39. Enter the DREAM Writer version of P42404 to call.
ADVANCED LOT MANAGEMENT:
40. Display Warning/Error Message for Ship Ascending Dates Rule check: Blank = Display Warning 1 = Display Error This option is not applicable to batch shipment confirmation.
41. Enter '1' to issue a warning when an immature lot (one not yet in effect) is entered and to include immature lots in the calculation of availability. If left blank, a hard error will be issued and immature lots will not be counted as available.
42. Enter '1' to not default the lot on the sales order to the purchase order if lot assignment is optional for the item in the ship-to branch/plant (lot process type is '0' or blank in the Item Branch Information). If left blank, whenever a lot is assigned to the sales order, it will default to the purchase order.
REVERSE SHIPMENT CONTROL:
43. Enter '1' to display the Shipped Mode on the video.
44. Enter the override next status code for reversals.
TRANSFER ORDERS:
45. Enter '1' to update the Sales Price and the Purchase Order Cost when the Sales Cost has changed and the Sales Price is based on cost or cost + markup. If left blank, the sales price and purchasing cost will not be updated.

80.5 Text Messages (P4016)

Processing Option	Processing Options Requiring Further Description
1. Enter a '1' to display Item Notes. If left blank, Print Messages will be displayed.
2. Enter a '1' to display only the messages that have not yet reached the expiration date. If left blank, all messages will be displayed.