64 Additional Order Entry and Release Processing Options

This chapter contains these topics:

Section 64.1, "Release Held Orders (P42070),"
Section 64.2, "Release Backorders (P42117),"
Section 64.3, "Release Backorders - Batch (P42118),"
Section 64.4, "Transfer Order Entry (P4242),"
Section 64.5, "Direct Ship Order Entry (P4243),"
Section 64.6, "Order Release (P420111),"
Section 64.7, "Service Warranty Workbench (P42402)."

64.1 Release Held Orders (P42070)

Processing Option	Processing Options Requiring Further Description
PROCESS CONTROL:
1. Enter the Document Type you wish to see displayed.
2. Enter the release code you wish to see displayed. (This code will be entered in the hold code record (F4209))
3. Enter a 'Y' to display previously released held orders.
4. Enter a '1' for automatic printing of Pick Slips.	This option is specific to sales orders.
5. Enter the release status code of the work order.	This option is specific to sales orders for which work orders were automatically generated (line type W).
6. Enter a '1' to release purchase orders. If left blank, you will release sales orders. Note: If the option is set to release PO's, this will only release the hold, it will not perform any budget checking or maintaining. If you are using purchasing budgets, you need to use program P43070.	This program is used to release held orders in both the Purchasing and Sales systems. If you have set up this version for use in the Purchasing system, set this option to 1. If for use in the Sales system, leave this option blank.
DREAM WRITER VERSIONS: Enter the version for each program: If left blank, ZJDE0001 will be used.
7. Sales Order Entry (P4211)
8. Purchase Order Entry (P4311)
WAREHOUSE PROCESSING:
9. Enter the request processing mode: ' ' = No pick requests '1' = Generate requests only '2' = Generate requests and process using the subsystem
10. If processing pick requests using the subsystem, enter the DREAM Writer version to use. If blank, XJDE0002 is used. (See Form ID P46171.)
11. Enter an override next status for sales order lines for which requests have been generated.

64.2 Release Backorders (P42117)

Processing Option	Processing Options Requiring Further Description
STATUS CODES:
1. Next Status to Select (Optional)
2. Override Next Status (Optional)
DISPLAY OPTIONS:
3. If inquiring by Item Number, enter a '1' to only display those Backorders that can be completely filled.
4. If inquiring by Item Number, enter a '1' to sequence by Priority Code. If left blank, sequence will be by Promised Ship Date.
5. Enter a '1' to display kit component lines. If left blank, each kit component will be treated as a separate line.
6. Enter a '1' to add back in the Quantity on Backorder in Quantity Available calculations. If left blank, the Quantity on Backorder will not be added in.	When an order backorders, the quantity is logged as both a soft commitment and a backordered quantity in the Item Balance file (F41021). If you have set up your system to subtract soft committed quantities from on-hand quantities to determine availability, you'll want to set this option to 1; otherwise, the system may not release backorders for which there is enough quantity available to release. For example, if the on hand quantity for an item is 10 and the backordered/soft committed quantity is 10, then availability equals zero. You'll want the program to add the backordered quantity of 10 to availability so the system recognizes there's enough quantity available to release the order. You can view quantity and commitment balances for an item in Detailed Availability (P41023).
7. Enter a '1' to display Customer Information. If left blank, Item Information will display.
8. Enter a '1' to display orders on hold. If left blank, orders on hold will not display.
RELEASING OPTIONS:
9. Enter a '1' to only soft commit Released Backorders. If left blank, Released Backorders will be hard committed.	If you leave this option blank, the P42117 calls the P42997 to hard commit released order quantities.
10. Enter a '1' to allow Backorders to be released when Quantity to Ship is greater than Quantity on Backorder.
11. Enter a '1' to allow Backorders to be released when Quantity on Hand is zero. If left blank, Backorders will not release when Quantity on Hand is zero.
12. Enter a '1' to update Released Backorders with the most current cost of the item. If left blank the original cost of the item on the Sales Order will be used.
CREDIT PROCESSING:
13. Enter a code for credit checking. If left blank, no credit checking will be done.
ORDER HOLD PROCESSING:
14. Enter the partial order hold code that will be released when an order is completely filled.
AUTOMATIC PROCESSING:
15. Enter a '1' to print pickslips or a '2' to print invoices through the subsystem.
VERSION OPTIONS: Enter the version for each program. If left blank, ZJDE0001 will be used.
16. Sales Order Entry (P4211)
17. Customer Service Inquiry (P42045)
18. Item Availability (P41202)
WAREHOUSE PROCESSING:
19. Enter the request processing mode: ' ' - No pick requests '1' - Generate requests only '2' - Generate requests and process using the subsystem
20. If processing pick requests using the subsystem, enter the DREAM Writer version to use. If blank, XJDE0002 is used. (See Form ID P46171.)
21. Enter an override next status for sales order lines for which requests have been generated.
LOT PROCESSING:
22. Enter '1' to include immature lots (those not yet in effect) in the calculation of availability. If left blank, an immature lot will not be counted as available.

64.3 Release Backorders - Batch (P42118)

Processing Option	Processing Options Requiring Further Description
STATUS CODES:
1. Override Next Status (Optional)
SELECTION PROCESSING:
2. Enter a '1' to process orders on hold. If left blank, orders on hold will not be processed.
QUANTITY CALCULATIONS;
3. Enter a '1' to add back in the Quantity on Backorder in Quantity Available calculations. If left blank, the Quantity on Backorder will not be added in.	When an order backorders, the quantity is logged as both a soft commitment and a backordered quantity in the Item Balance file (F41021). If you have set up your system to subtract soft committed quantities from on-hand quantities to determine availability, you'll want to set this option to 1; otherwise, the system may not release backorders for which there is enough quantity available to release. For example, if the on hand quantity for an item is 10 and the backordered/soft committed quantity is 10, then availability equals zero. You'll want the program to add the backordered quantity of 10 to availability so the system recognizes there's enough quantity available to release the order. You can view quantity and commitment balances for an item in Detailed Availability (P41023).
CREDIT PROCESSING:
4. Enter a code for credit checking. If left blank, no credit checking will be done.
RELEASING OPTIONS:
5. Enter a '1' to only soft commit Released Backorders. If left blank, Released Backorders will be hard committed.	If you leave this option blank, the P42118 calls the P42997 to hard commit released order quantities.
6. Enter a '1' to release Backorders when Quantity on Hand is zero, assuming adequate availability. If left blank, no Backorders will be released when Quantity on Hand is zero.
7. Enter a '1' to update Released Backorders with the most current item cost. If left blank the original Sales Order cost will be used.
UPDATE FILES:
8. Enter a '1' to update files. If left blank, no files will be updated.
ORDER HOLD PROCESSING:
9. Enter the partial order hold code that will be released when an order is completely filled.
WAREHOUSE PROCESSING:
10. Enter a '1' to generate pick requests.
11. Enter an override next status for sales order lines for which requests have been generated.
LOT PROCESSING:
12. Enter '1' to include immature lots (those not yet in effect) in the calculation of availability. If left blank, an immature lot will not be counted as available.

64.4 Transfer Order Entry (P4242)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES: Common:
1. Line Type (Required)
2. Unit of Measure (Optional) Sales Order:
3. Document Type (Required)	The most common document type for transfer orders is ST, but you can define your own document types, as necessary.
4. Beginning Status (Optional)
5. Override Next Status (Optional) Purchase Order:
6. Document Type (Required)	The most common document type for transfer orders is OT, but you can define your own document types, as necessary.
7. Beginning Status (Optional)
8. Override Next Status (Optional)
ORDER HOLD CODES:
9. Sales Order Credit Checking
10. Sales Order Margin Checking
11. Sales Order Line Margin Checking
12. Sales Order Minimum Order Value
13. Sales Order Maximum Order Value
14. Sales Partial Order Hold
15. Purchase Order Minimum Order Value
INVENTORY PROCESSING:
16. Enter a '1' to hard commit inventory. If left blank, the inventory commitment will not change.	If you set this option to 1, the system calls the Inventory Commitment program (P42997) for stock items to determine the physical location from which to relieve inventory.
PROMPTING CONTROL:
17. Enter a '1' to display the Item Search Window w/ multiple return capability. If left blank the single item return window will display.	This option determines the search window that displays when you press F1 on the Item Number field. If you leave the option blank, P40ITM1 displays. If you select 1, P40ITM2 displays.
18. Enter a '1' to allow the addition of a Customer/Supplier Master record, if not set up.	Set this to 1 to have the Customer Master video (P01053) or Supplier Master video (P01054) automatically appear when you enter a from or to branch with corresponding address numbers for which master information does not currently exist. If you leave this option blank, you can add orders without master information; however, the system will error on the ST order at Sales Update (P42800) and the OT order at Voucher Match (P4314), and require that you enter master information at that time.
19. Enter a '1' to be prompted to accept the order.
20. Enter a '1' to check availability. If left blank, no availability check will be done.
21. Enter '1' to turn off all tax calculations for BOTH Sales and Purchase Order regardless of the setups in Line Type (F40205) and Item Locations (F4102). If left blank, tax processing will be conducted based on setups in the F40205 and F4102.	If you set this option to 1, the Taxable Y/N field will be set to no for all lines generated on the sales order (ST) and purchase order (OT). If you leave this option blank, the Taxable Y/N value defaults from Branch Information (P41026) for inventory items or Line Types (P40205) for non-inventory lines. Regardless how you set this option, the tax explanation code and tax rate area will default to the ST and OT based on Customer Master (P01053) and Supplier Master (P01054) information for the corresponding address numbers. You can stop the tax explanation code and tax rate area from defaulting to the OT using UDC table 40/TX, by entering an N in the Description field for the purchase order (P).
22. Enter '1' to display the ECS screen format. If left blank, the regular screen format will display.
LINE NUMBER INCREMENT:
23. Enter the line number increment desired. If left blank, the increment will be '1'.
FIELD DISPLAY CONTROL:
24. Enter '1' to suppress cost fields
25. Enter '1' to protect the price or '2' to make it non-display.
26. Enter '1' to protect all the fields which affect the price.
27. Enter '1' to protect the status code fields.
LINE CONTROL STATUS:
28. Enter the next status code beyond which a Sales Order detail line cannot be changed. If left blank, no restrictions will be put on the changing of a line.	If you relieve inventory at Shipment Confirmation (P4205), use this option to prevent users from changing lines that are ship confirmed.
29. Enter the next status code beyond which a Purchase Order detail line cannot be changed. If left blank, no restrictions will be put on the changing of a line.	Regardless of the next status code you enter in this option, you cannot change a line for which a purchase order receipt has taken place.
PREFERENCE PROFILE PROCESSING:
30. Enter a '1' to use preference profile defaults. If left blank, no preference profile information will be defaulted.	If you set this option to 1, you must also enter a corresponding version of the Preference Profile program (P40400) in processing option 37.
APPROVAL PROCESSING:
31. 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
32. Enter the Awaiting Approval status.
33. Enter the Approved status.
SALES ORDER PRICING:
34. Enter a '1' to use the cost plus any transfer cost markups for the sales order price. Enter a '2' to use the Base Price file (F4106). If left blank, the cost alone will be used to price sales order lines.
DREAM WRITER VERSIONS: Enter the version for each program: If left blank, ZJDE0001 will be used.
35. Purchase Order Entry (P4311)
36. Sales Order Entry (P4211)
37. Preference Profile (P40400)
38. Supplier Master (P01054)
39. Customer Master (P01053)
40. TM Rate & Route Server PSMR9100
41. Work Order Entry (P48013)
42. WO Server for Sales Order (X4201WO)
WAREHOUSE PROCESSING:
43. Enter the request processing mode: ' ' = No pick requests '1' = Generate requests only '2' = Generate requests and process using the subsystem
44. If processing pick requests using the subsystem, enter the DREAM Writer version to use. If blank, XJDE0002 is used. (See Form ID P46171.)
45. Enter an override next status for sales order lines for which requests have been generated.
CURRENCY PROCESSING:
46. Enter the tolerance limit percentage which will be used to determine if a warning message will be issued for radical currency rate changes. A 15.0 indicates 15% plus or minus based on order exchange rate.
CROSS REFERENCE INFORMATION:
47. Enter the cross reference code for retrieving item replacements for obsolete items.
LOT PROCESSING:
48. Enter '1' to include immature lots (one not yet in effect) in the calculation of availability and inventory commitment. If left blank, immature lots will not be counted as available and will not be included in the inventory commitment.
49. 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.
LOT ITEMS:
50. Enter '1' to allow entry of a transfer order for a lot item where the lot is on hold. If left blank, then an error will be
QUALITY MANAGEMENT:
51. Enter '1' to copy associated test results when a transfer is entered. If left blank, test results will not be copied.
APPROVALS MANAGEMENT PROCESSING:
52. Enter the Open status.
53. Enter the Pending Approval status.
54. Enter the Rejected status.
55. Enter the Approved/Pending Header Approval status.
56. Enter the Approved/Header Rejected status.
57. Enter the Approved status.

64.5 Direct Ship Order Entry (P4243)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES: Common:
1. Line Type (Required)	This program is designed to accommodate inventory items using a line type with an inventory interface of D. (Usually a D line type.)
2. Unit of Measure (Optional) Sales Order:
3. Document Type (Required)	The most common document type for direct ship orders is SD, but you can define your own document types, as necessary.
4. Beginning Status (Optional)
5. Override Next Status (Optional) Purchase Order:
6. Document Type (Required)	The most common document type for direct ship orders is OD, but you can define your own document types, as necessary.
7. Beginning Status (Optional)
8. Override Next Status (Optional)
ORDER HOLD CODES:
9. Sales Order Credit Checking
10. Sales Order Margin Checking
11. Sales Order Line Margin Checking
12. Sales Order Minimum Order Value
13. Purchase Order Minimum Order Value
DREAM WRITER VERSIONS: Enter the version for each program: If left blank, ZJDE0001 will be used. 14 Supplier Master (P01054)
15. Purchase Order Entry (P4311)
16. Sales Order Entry (P4211)
17. Preference Profile (P40400)
18. Customer Master (P01053)
PROMPTING CONTROL:
19. Enter a '1' to display the Item Search Window with multiple return capability. If left blank the single item return window will display.	This option determines the search window that displays when you press F1 on the Item Number field. If you leave the option blank, P40ITM1 displays. If you select 1, P40ITM2 displays.
20. Enter a '1' to be prompted to accept the order.
21. Enter a '1' to allow the addition of a Customer/Supplier Master record, if not setup.	Set this to 1 to have the Customer Master video (P01053) or Supplier Master video (P01054) automatically appear when you enter a sold-to, ship-to, or vendor address number for which master information does not currently exist. If you leave this option blank, you can add orders without master information; however, the system will error on the SD order at Sales Update (P42800) and the OD order at Voucher Match (P4314), and require that you enter the master information at that time.
22. Enter a '1' to display the ECS screen format. If left blank, the regular format will display.
FIELD DISPLAY CONTROL:
23. Enter the next status code beyond which a Sales Order detail line cannot be changed. If left blank, no restrictions will be put on the changing of a line.
24. Enter the next status code beyond which a Purchase Order detail line cannot be changed. If left blank, no restrictions will be put on the changing of a line.
FIELD DISPLAY CONTROL:
25. Enter a '1' to protect the cost or a '2' to make it not display.
26. Enter a '1' to protect the price or a '2' to make it not display.
27. Enter a '1' to protect all fields which can affect the price.
28. Enter a '1' to protect the status codes.	Set this option to 1 to have the header and detail branches on both the ST and OT default from the Responsible Business Unit attached to the sold-to address number in Address Book Revisions (P01051). Set the option to 2 to have just the header branch default from the sold-to address.
29. Enter a '1' to NOT display cancelled lines.
30. Enter a '1' to default both the header branch and the detail branch from the Address Book. Enter a '2' to default the header branch from the Address Book and the detail branch from the user default location. If left blank, both the header branch and the detail branch will default from the user default location.
31. Enter a '1' to display the requested date for the purchase order in the header in place of the cancel date.
32. Enter a '1' to display the ship date (or load date in the ECS format) in the sales order detail in place of the cancel date.
33. Enter a '1' to display the pick date in the sales order detail.
APPROVAL PROCESSING:
34. 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	If you set this option to 1, you must also enter a corresponding version of the Preference Profile program (P40400) in processing option 17.
35. Enter the Awaiting Approval status.
36. Enter the Approved status.
LINE NUMBER INCREMENT:
37. Enter the line number increment desired. If left blank the increment will be '1'.
BLANKET/QUOTE PROCESSING:
38. Enter a '1' for automatic access to the blanket/quote release processing, by sold-to address. Enter a '2' for automatic access to the blanket/quote release processing, by ship-to address. If left blank, automatic access to blanket processing is not done.
PREFERENCE PROFILE PROCESSING:
39. Enter a '1' to use preference profile defaults. If left blank, no preference profile information will be defaulted.
40. Enter a '1' to use the Inventory Commitment Preference to source from multiple branches or to view grade or potent items in the commitment window.
CURRENCY PROCESSING:
41. Enter the tolerance limit percentage which will be used to determine if a warning message will be issued for radical currency rate changes. A 15.0 indicates 15% plus or minus based on order exchange rate.
CROS REFERENCE INFORMATION:
42. Enter the cross reference code for retrieving item replacements for obsolete items.
APPROVALS MANAGEMENT PROCESSING:
43. Enter the Open status.
44. Enter the Pending Approval status.
45. Enter the Rejected status.46. Enter the Approved/Pending Header Approval status.
47. Enter the Approved/Header Rejected status.
48. Enter the Approved status.
ORDER TEMPLATE PROCESSING:
49. Enter a '1' to use the Sold-to address number, '2' to use the Ship-to address number, or '3' to use the Vendor number address number. If left blank, no automatic order template processing will be performed.
50. Enter the order template name.
ORDER DUPLICATION DEFAULT VALUES:
51. Enter text duplication selection '1' to copy line text '2' to copy line and order text '3' to copy order text
SHIP TO DEFAULT FOR PURCHASE ORDER:
52. Enter a '1' to default the Ship To address number on the purchase order from the address number for the branch/plant on the purchase order from the address number for the branch/plant on the purchase order header. If left blank, the Ship To address number on the purchase order will default from the Ship To address number on the sales order.
ADVANCED LOT MANAGEMENT:
53. Enter a '1' to issue an error when the Ship Ascending Date Rule is violated. If left blank, only a warning will be issued.

64.6 Order Release (P420111)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Document Type to select (Required)
2. Outgoing Document Type (Required)
DREAM WRITER VERSIONS: Enter the version for each program: If left blank, ZJDE0001 will be used.
3. Sales Order Entry (P4211)	Use this option to specify the version of Sales Order Entry that displays when you press F6 on the Order Release screen. The version of P4211 you specify in this option does not apply to the creation of new orders. In other words, the release program (P420111) does not call P4211 to create new orders. The release program does not provide all the functionality accessible in the processing options behind Order Entry.
4. Customer Service Inquiry (P42045)
KIT PROCESSING:
5. Enter '1' to display kit component lines. If left blank kit component lines will be suppressed and released with the parent item.
TOLERANCE CHECKING:
6. Enter '1' to perform tolerancechecking by quantity. Enter '2' to perform tolerance checking by percentage. If left blank, no tolerance checking will be performed.
7. Enter quantity or percentage to be used for tolerance checking.

64.7 Service Warranty Workbench (P42402)

Processing Option	Processing Options Requiring Further Description
VIDEO DEFAULT VALUES:
1. Warranty Order Type
2. Return Order Type
3. Invoice Document Type
4. From Status Code
5. Thru Status Code
6. Enter a '1' if the above Status Codes are based on Last Status. If left blank, the Next Status will be used.
7. Enter the value to specify which date will be checked against the date range. If left blank, the requested date is used.	You enter 1-9 in this option to indicate that a default value other than blank display in the Date Range - Based On field in the upper right corner of the video.
8. Enter '1' to display the Customer format. If left blank, the Item format will be displayed.
9. Enter '1' to display only the Service Warranty Install Base records which do not have an expired warranty date. Leave blank to display expired and non-expired Service Warranty Install Base records.
10. Leave blank to display all Install Base records, enter '1' to display only Install Base records without sales return orders.
11. Enter '1' to issue a hard error to prevent a return order from being created if the warranty has expired. Leave blank to issue a warning.
RETURN ORDERS DEFAULT VALUES If left blank, values will default from the original sales order.
RETURN ORDER BRANCH/PLANT DEFAULTS: 12. Return Record Branch/Plant: 13. Repair Record Branch/Plant: 14. Replacement Record Branch/Plant: 15. Loaner Send Record Branch/Plant: 16. Loaner Return Record Branch/Plant: 17. Refund Record Branch/Plant:
RETURN ORDER LINE TYPES: 18. Return Record Line Type: 19. Repair Record Line Type: 20. Replacement Record Line Type: 21. Loaner Send Record Line Type: 22. Loaner Return Record Line Type: 23. Refund Record Line Type:
RETURN ORDER GL CLASS CODES: 24. Return Record GL Class Code: 25. Repair Record GL Class Code: 26. Replacement Record GL Class Code: 27. Loaner Send Record GL Class Code: 28. Loaner Return Record GL Class Code: 29. Refund Record GL Class Code:
30. Enter '1' to use the location from the original sales order. If left blank, the location will default from the primary location.
31. Enter the number of days allowed before a loaner unit must be returned. This value will be used to calculate the requested date on the return order loaner return record.
INVOICE DATE:
DREAM WRITER VERSIONS: Enter the version for each program.
32. Sales Order Entry (P4211) If left blank, ZJDE0001 will be used.
33. Return Order Entry (P4211) If left blank, ZJDE0021 will be used.
34. Credit Orders From History (P42025) If left blank, ZJDE0001 will be used.
35. Customer Service (P42045) If left blank, ZJDE0009 will be used.
36. Order Confirmation (P4205) If left blank, ZJDE0006 will be used.
37. Item Location Information (P41024) If left blank, ZJDE0001 will be used.