63 Sales Order Processing Options

This chapter contains these topics:

• Section 63.1, "Sales Order Entry (P4211),"

• Section 63.2, "Single Line Order Entry (P4201A),"

• Section 63.3, "Batch Edit - Creation (P40211Z),"

• Section 63.4, "Recurring Batch Order Entry (P4001Z),"

• Section 63.5, "Manufacturing Work Order Entry (P48013)."

63.1 Sales Order Entry (P4211)

Processing Option	Processing Options Requiring Further Description
SALES ORDER DEFAULT VALUES:
1. Document Type (Required)	Enter the document type relevant to this particular version of Sales Order Entry. You will likely have multiple versions of P4211 to accommodate each of the different document types you use, for example, sales orders, blanket orders, quote orders, ECS orders, and so on.
2. Line Type (Optional)	Enter the line type to default to all order lines; otherwise, the system retrieves the line type from Item Branch Information (P41026) or Item Master Information (P4101) set up for the item number. You can also manually enter a line type.
3. Beginning Status (Optional)
4. Override Next Status (Optional)
5. Unit of Measure (Optional)
6. Line Number Increment (Optional)
7. Reason Code (Optional)
UNIT OF MEASURE DEFAULT VALUES:
8. Enter '1' to use the Pricing UOM as the default Transaction UOM. If left blank, the Primary UOM will be used instead.
WORK ORDER DREAM WRITER VERSIONS: Enter the version for each program. If left blank, ZJDE0001 will be used:
9. Work Order Entry (P48013)
10. WO Server for Sale Order (X4201WO)
ORDER DUPLICATION DEFAULT VALUES:
11. Document Type	Enter the document type for new orders you create when you press F21 to copy an existing order.
12. Beginning Status	Enter the Last Status for new orders you create when you press F21 to copy an existing order.
13. Enter text duplication selection '1' to copy line text '2' to copy line and order text '3' to copy order text
ADDRESS BOOK DEFAULT VALUES:
14. Address Book default branch. '1' - Ship To Address '2' - Sold To Address ' ' - User default location
DOWNLOAD HEADER INFORMATION:
15. Enter '1' to automatically load header values to the detail lines after a change. If left blank, it must be done manually.
PROMPTING CONTROL:
16. Enter the Screen Format: 1 = Quantity, Item, Price 2 = Quantity, Item, Description 3 = Item, Quantity, Price 4 = ECS format 5 = Aggregates format (If left blank, format 1 is used.) Enter a '1' to:
17. Display Headings first.
18. Be prompted to accept the order. Note: Accept mode should not be on for configured items.	Set this to blank if you enter configured items. Two-cycle order entry is not valid for configured items as the configuration is recorded on the first cycle.
19. Allow the addition of a Customer Master record, if not set up.	Set this to 1 to have the Customer Master screen (P01053) automatically appear when you enter a sold-to or ship-to address for which master information does not currently exist. If you don't set this option to 1, you can add an order without Customer Master information. However, the system will error on the order at Sales Update (P42800).
20. Prohibit order entry if Customer Master record is not set up.
21. Load Online Invoice information before the order is accepted.
PROMPTING CONTROL:
22. Enter '1' to receive an error when no base price is in effect. Enter '2' to ship any notifications when no base price is in effect. If left blank, you will receive a warning.
23. Enter which Item Search screen is to be used to return items: 1 = Item Search window allowing the return of multiple items 2 = Full Item Search screen with Query capabilities (If left blank, the Item Search window allowing the return of a single item will be used.)	The option you choose determines the item search screen that displays when you press F1 on the Item Number field in the detail screen. A blank in this option prompts the P40ITM1 window. Option 1 prompts the P40ITM2 window, and option 2 prompts the P41200 screen.
ORDER HOLD CODES:
24. Customer Credit Checking
25. Order Margin Checking
26. Order Line Margin Checking
27. Order Minimum Value Checking
28. Order Maximum Value Checking
29. Partial Order Hold
30. Product Allocation Hold
LINE CONTROL STATUS:
31. Enter the next status code beyond which a detail line cannot be changed. If left blank, no restriction will be put on the changing of a line.
FIELD DISPLAY CONTROL: Enter '1' to protect or '2' to suppress
32. Cost Fields
33. Price Fields Enter '1' to protect the following:
34. Status Codes
35. Price adjustment driver fields	Set this to 1 to protect the following fields: Branch, Adjustment Schedule, Trade Discount, Payment Terms, Payment Instructions, and Item Price Group. The value also protects freight charge related fields including Shipping Commodity Code, Shipping Condition, Rate Code, Route, Stop and Zone.
36. Sold To field on the header Enter a '1' to suppress the following:
37. Closed Detail Lines
38. Credit Card Information
39. Freight and Carrier Information
40. Commission Information
CREDIT ORDER PROCESSING:
41. Enter the status code to select when retrieving credit orders.	This option is relevant to the Credit Orders from History program (P42045).
42. Enter '1' if the previous status is the last status. If left blank it will be the Next Status.	This option is relevant to the Credit Orders from History program (P42045).
CROSS REFERENCE INFORMATION:
43. Enter the Cross Reference Type for: - Substitute Items - Associated Items - Replacement Items
44. Enter '1' to use the substitute item's Unit Price. If left blank, the original item's price will be used to order the substitutes.
KIT PROCESSING:
45. Enter '1' to suppress Kit Component lines.
46. Enter the version of Kit Inquiry to call. If left blank, version ZJDE0001 will be called.
47. Enter '1' to suppress availability information in the Kit Window.
AVAILABILITY CHECKING:
48. Enter '1' to be notified of an automatic backorder or cancel. Enter '2' to be notified but not create the backorder or cancel. Enter '3' to create the backorder or cancel automatically and update the order without issuing the warning. If left blank, no availability checking will be done.
COMMITMENT CONTROL:
49. Enter '1' for commitment to Other Quantity 1. Enter '2' for commitment to Other Quantity 2. This option is typically used in conjunction with a Blanket or Quote Order. If this option is used, the commitment preference will be ignored.	This option applies to stock items only. You set the option to 1 or 2 if you do not want the items you enter on the order to affect availability. For example, you usually do not want items on blanket orders or quote orders to affect availability. If you leave this option blank, all stock items you enter on the order will accumulate to either the soft, hard, or future commitment buckets in the Item Balance file (F41021). If you set the option to 1 or 2, quantities accumulate to the SO Quantity 1 or SO Quantity 2 buckets. You can view cumulative quantities for an item in Detailed Availability (P41023). When you set this option to 1 or 2, the system also updates the Other Quantity 1 or 2 fields (SDOTQY) in the Sales Order Detail file (F4211). It also prevents the system from updating the Open Order Amount (SHOTOT) in the Sales Order Header file (F4201). If you release items from blanket or quote orders using the Release Orders program (P420111), the program assumes released orders were initially recorded to the other quantity 1 or 2 buckets.
AUTOMATIC PROCESSING:
50. Enter '1' to automatically display the Supply and Demand screen when a new sales detail line is backordered.
51. Enter '1' to print pick slips or a '2' to print invoices through the subsystem. Enter '3' for on-line commitment or a '4' for subsystem commitment. Note: If ECS is on, '1' will print order-based packed loading notes through a subsystem.	Set this option to 3 to have the system automatically hard commit orders, in which case P4211 calls the Batch Commitment program (P42997) to perform the hard commitment.
52. Enter '1' for auto order repricing.
DREAM WRITER VERSIONS: Enter the version for each program. If left blank, ZJDE0001 will be used:
53. Pick Slip Print (P42520)
54. Supply and Demand (P4021)
55. Std Order/Basket Reprice (P421301) or Adv Order/Basket Reprice (P42750)
56. Customer Service (P42045)
57. Online Invoice (P42230)
58. Preference Profile (P40400)
59. Check Price (Advanced) (P40721)
60. Customer Master (P01053)
61. TM Rate & Route server PSMR9100
CONFIGURATOR PROCESSING:
62. Enter one of the following for the mode of Specification Entry. If left blank, '2' will be used: '1' = Text Mode '2' = Assisted Mode '3' = Assisted Prompt Mode
TRANSFER PRICE UPDATE:
63. Enter the order type(s) that the system will use to invoke inter-branch updates. To specify more than one order type, type them one after the other along this field.
64. Enter the transfer pricing method to be used. Default method is 1. 1 = Branch cost mark-up 2 = Transfer pricing
65. Enter '1' to allow inter-branch invoicing. If left blank, no inter-branch invoice can be run.
66. Enter '1' to allow tax calculation on inter-branch invoicing.
WAREHOUSE PROCESSING:
67. Enter the request processing mode: ' ' = No pick requests '1' = Generate requests only '2' = Generate requests and process using the subsystem
68. If processing pick requests using the subsystem, enter the DREAM Writer version to use. If blank, XJDE0002 is used. (See Form ID P46171.)
69. Enter an override next status for sales order lines for which requests have been generated.
ORDER TEMPLATE PROCESSING:
70. Enter a '1' to use the Sold-to address number for order template. Enter a '2' to use the Ship-to address number. If left blank, no automatic order template processing will be performed.
71. Enter the order template name.
BLANKET/QUOTE PROCESSING:
72. Enter '1' for automatic access to the blanket/quote release processing by Sold To address. Enter '2' for automatic access to the blanket/quote release processing by Ship To address. If left blank, no automatic access to the blanket/quote release processing will be performed.
PREFERENCE PROFILE PROCESSING:
73. Enter a '1' to use preference profile defaults. If left blank, no preference profile information will be defaulted.	If you enter 1 in this field, you must also set up a corresponding version of the Preference Processing program (P40400) and attach it to processing option 56.
74. 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:
75. Enter the tolerance limit percentage to warn you of currency rate changes. A 15.0 indicates a warning if the rate is 15 percent greater or less than the current rate.
LOAD CONFIRM PROCESSING: (ECS):
76. Enter '1' to automatically branch to load confirm when order are added.
77. Enter the version of Bulk Load Confirm (P49510) to be used.
78. Enter the version of Packaged Load Confirm (P49530) to be used.
AVIATION/MARINE PROCESSING: (ECS):
79. Enter the version of the Additional Parameters program (P49510A) to be used.
TRIP ASSIGNMENT WINDOW: (ECS):
80. Enter the version of the Trip Assignment window (P49200) to be used.
MARK-FOR ADDRESS PROCESSING:
81. Enter '1' to display Mark-for Address.
ADVANCED LOT MANAGEMENT:
82. Enter '1' to issue an error when the Ship Ascending Date Rule is violated. If left blank, only a warning will be issued.
83. 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, an error will be issued and immature lots will not be counted as available.
SERVICE WARRANTY MANAGEMENT:
84. Enter '1' to submit a batch job upon exiting Sales Order Entry to automatically assign service warranties to sales order detail lines.
85. Enter the DREAM Writer version for Batch Assign Service Warranty (P42404). If left blank, XJDE0001 is used.
USER DEFINED DATA:
86. Enter '1' to automatically display sales order header-user defined data (P42016) whenever a new sales order header is added. Enter '2' to allow access to sales order header-user defined data by function key from the sales order header, but not display the data automatically. If left blank, there will be no access to user defined data for the sales order header.
87. Enter '1' to automatically display sales order detail-user defined data (P42116) whenever a new sales order detail line is added. Enter '2' to allow access to sales order detail-user defined data by selection option from a sales order detail line, but not display the data automatically. If left blank, there will be no access to user defined data for the sales order detail lines.
USER DEFINED DATA (Continued):
Enter the DREAM Writer version for each program. If left blank, version ZJDE0001 will be used.
88. Sales order header-user defined (P42016)
89. Sales order detail-user defined (P42116)
REPRICING WHEN ORDER QUANTITY CHANGES:
90. Enter '1' to retain the original base price but recalculate the price adjustments when the order quantity is changed. Enter '2' to retain the original base price and also retain the original price adjustments. If left blank, a new base price will be retrieved and new price adjustments calculated.

63.2 Single Line Order Entry (P4201A)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
Common:
1. Document Type (Required)
2. Line Type
3. Unit of Measure
4. Line Number Increment
WORK ORDER DREAM WRITER VERSIONS: Enter the version for each program. If left blank, ZJDE0001 will be used:
5. Work Order Entry (P48013)
6. WO Server for Sales Order (X4201WO)
ADDRESS BOOK DEFAULT VALUE:
7. Address Book default branch. '1' - Sold To Address '2' - Ship To Address ' ' - Default Location (F40095)
ORDER HOLD CODES:
8. Credit Checking
9. Order Margin Checking
10. Line Margin Checking
11. Minimum Order Value Checking
12. Maximum Order Value Checking
13. Partial Order Hold
AUTOMATIC PROCESSING:
14. Enter '1' to hard commit orders with the Commitment Subsystem. If left blank, all orders will be excluded from commitment subsystem processing.
FIELD DISPLAY CONTROL:
15. Enter a '1' to protect the price fields or a '2' to make the prices non-display. If left blank, all price fields will be displayed and unprotected.
16. Enter '1' to protect pricing driver fields.
KIT PROCESSING:
17. Enter '1' to prevent kit components from being written. If left blank kit components will be written to the Sales Detail File (F4211).
18. Enter '1' to suppress the display of kit component lines. If left blank, kit component lines will be displayed.
19. Enter '1' to suppress availability information in the Kit Window. If left blank, availability will be displayed.
COMMITMENT CONTROL:
20. Enter a '1' to have the system perform item availability check. If left blank, no availability checking will be performed.
21. Enter '1' for commitment to Other Quantity 1 or '2' for commitment to Other Quantity 2. This option is commonly used in association with Blanket or Quote orders.
22. Enter '1' to be notified of an automatic backorder or cancel. Enter a '2' to be notified but not create backorder or cancel.
23. Enter '1' to automatically display the Supply and Demand Inquiry when a new line is backordered.
PROMPTING CONTROL:
24. Enter a Next Status to protect a detail line from modification. A line cannot be changed if its next status is greater than or equal to this value.
25. Enter a Next Status to protect the line from cancellation. A line cannot be cancelled if its next status is greater than or equal to this value.
26. Enter '1' to use the Item Search Video with Query capabilities. If left blank, the Item Search Window will be used.
CROSS REFERENCE INFORMATION:
27. Enter the cross reference type to use when searching for substitute items.
28. Enter the cross reference type to use when searching for replacement items.
29. Enter the cross reference type to use when searching for associated items.
30. Enter '1' to order the substitute item with its own Unit Price. If left blank, will use the original item's Unit Price.
DREAM WRITER VERSIONS: Enter the version for each program: If left blank, ZJDE0001 will be used.
31. Sales Order Repricing (P421301)
32. Print Pick Slip (P42520)
33. Supply & Demand Inquiry (P4021)
34. Customer Service Inquiry (P42045)
35. Customer Master (P01053)
CURRENCY PROCESSING:
36. Enter a tolerance limit percentage to warn of radical currency rate change (enter 15 to indicate a 15% +/- change).
TRANSFER PRICE UPDATE:
37. Specify the Order Type(s) that the system uses to invoke transfer cost update (SDTCST). If more than one Order Type is required, type them one after the other along this field.
38. Enter the transfer pricing method to be used. Default method is 1. 1 = Branch cost mark-up. 2 = Transfer pricing.
39. Enter '1' to allow inter-branch invoicing. If left blank, no inter-branch invoices can be run.
CONFIGURATOR PROCESSING:
40. Enter one of the following for the mode of Specification Entry. If left blank, '2' will be used: '1' = Text Mode '2' = Assisted Mode '3' = Assisted Prompt Mode
WAREHOUSE PROCESSING:
41. Enter the request processing mode: ' ' = No pick requests '1' = Generate requests only '2' = Generate requests and process using the subsystem
42. If processing pick requests through the subsystem, enter the DREAM Writer version to use. If blank, XJDE0002 is used. (See Form ID P46171.)
43. Enter an override next status for sales order lines for which requests have been generated.
BLANKET/QUOTE PROCESSING:
44. Enter a '1' for automatic access to the blanket/quote release processing. If left blank, no automatic blanket/quote release processing will be performed.
LOT PROCESSING:
45. 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.

63.3 Batch Edit - Creation (P40211Z)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Document Type	Enter the document type relevant to this particular version of Sales Order Entry. You'll likely have multiple versions of P4211 to accommodate each of the different document types you use, for example, sales orders, blanket orders, quote orders, ECS orders, and so on.
2. Line Type	Enter the line type to default to all order lines; otherwise, the system retrieves the line type from Item Branch Information (P41026) or Item Master Information (P4101) set up for the item number. You can also manually enter a line type.
3. Cost Center or Business Unit
4. Last Status Code
5. Override Next Status Code
6. Line Number Increment
ADDRESS BOOK DEFAULT VALUE:
7. Address Book Default Cost Center. '1' - Ship To Address '2' - Sold To Address If left blank, the Cost Center will default in from an EDI map or Processing Option 3.
ORDER HOLD CODES:
8. Product Allocation Hold
9. Credit Check
10. Order Margin Check
11. Line Margin Check
12. Maximum Order Value
13. Minimum Order Value
14. Partial Order Hold
15. Customer Discrepancy Hold (Freight, Pymt Terms, Price Tol)
16. Minimum Purchase Order Value
AVAILABILITY CHECK AND COMMITMENT:
17. '1' = Perform availability check and online commitment. '2' = Perform availability check but bypass online commitment. ' ' = Bypass availability check and online commitment.	'1' = Perform availability check and online commitment via the Batch Commitment program (P42997) and perform hard commitment.
UPDATE OPTION:
18. Enter '1' to use the override sales prices in the batch file (F4011Z) to create sales orders. If left blank, will use the Unit Price in the Base Price File (F4106).
TRANSFER PRICE UPDATE:
19. Specify the Order Type(s) used by the system to invoke transfer cost update (SDTCST). If more than one order type is required, type them one after the other along this field.
20. Enter the transfer pricing method to be used. Default method is 1. 1 = Branch cost mark-up. 2 = Transfer pricing.
21. Enter '1' to allow inter-branch invoicing. If left blank, no inter-branch invoice can be run.
22. Enter '1' to allow tax calculation on inter-branch invoicing.
KIT PROCESSING:
23. Enter '1' to prevent kit components from being written. If left blank kit component records will be written to the Sales Detail File.
WAREHOUSE PROCESSING:
24. Enter a '1' to generate requests.
25. Enter an override next status for sales order lines for which requests have been generated.
PREFERENCE PROFILE PROCESSING:
26. Enter a '1' to use preference profile defaults (P40400). If left blank, no preference profile information will be defaulted.	If you enter 1 in this field, you must also set up a corresponding version of the Preference Processing program (P40400) and attach it to processing option 31.
27. Enter a '1' to use the Inventory Commitment Preference to source from multiple branches. If left blank, the branch from the Sales Order detail line will be used.
BLANKET/QUOTE PROCESSING:
28. Enter a '1' for automatic blanket order release by sold-to address number. Enter a '2' for automatic blanket order release by ship-to address number. If left blank, automatic blanket release processing will not be performed.
29. Enter a '1' to commit to Other Quantity 1. Enter a '2' to commit to Other Quantity 2.
30. Enter '1' to copy the user defined data from the blanket or quote line to the new sales line. If left blank, no user defined data will be copied to the new order.
31. Enter the user defined data types that will be copied. You may specify up to five data types. Enter '*' in the first field to copy all data types.
AUTOMATIC PROCESSING:
32. Enter '1' for auto order repricing.
ITEM CROSS-REFERENCE:
33. Enter the cross-reference type for Replacement items.
DREAM WRITER VERSION: Enter the version for each program. If left blank 'ZJDE0001' will be used.
34. Preference Profiles (P40400)
35. Std Order/Basket Reprice (P421301) or Adv Order/Basket Reprice (P42750)
36. TM Rate and Route server PSMR9100
37. WO Server for Sale Order (X4201WO)
SDQ PROCESSING:
38. Enter a '1' to consolidate the SDQ (F47013 records) into one Sales Order. If left blank multiple Sales Orders will be generated.
LOT PROCESSING:
39. Enter a '1' to commit from an immature lot (one not yet in effect). If left blank, immature lots will be skipped in the commitment process.
EDI PROCESSING:
40. Enter a '1' to perform Processing Control Edit to determine processing mode. If no Processing Control record is found, the EDI transaction will NOT be processed. Enter a '2' to perform Processing Control Edit. If no Processing Control record is found, the EDI transaction will be processed in the production mode. If left blank, all selected EDI transactions will be processed in the production mode.	Enter a '1' to check EDI Processing Control (P4770) to determine the processing mode. If no record is found the EDI transaction will NOT be processed. Enter a '2' to check EDI Processing Control (P4770) to determine the processing mode. If no record is found the EDI transaction WILL be processed in production mode. If left blank all EDI transactions will be processed in production mode. EDI Processing Control (P4770) is found using F15 from the Purchasing Instructions for Purchasing or Customer Billing Instructions for Sales.
PURCHASE ORDER PROCESSING:
41. Enter the sales order type(s) for which the system automatically generates a related purchase order. You may specify up to twelve order types.
Enter the default values for the related purchase order: 42. Document Type 43. Beginning Status 44. Override Next Status
45. 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 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.
TRANSFER ORDER PROCESSING:
46. Enter the sales order type(s) which will be created as a transfer order between branches (the system also automatically generates a related purchase order). You may specify up to twelve order types.
Enter the default values for the related purchase order: 47. Document Type 48. Beginning Status 49. Override Next Status
50. Enter '1' to use the cost plus any transfer cost markups as the sales order price. Enter '2' to use the default price from the Base Price (F4106) file. If left blank, the cost alone will be used as the sales order price.
51. Enter '1' to allow entry of a transfer order for a lot item when the lot is on hold. If left blank, an error will be issued.
52. 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 (the Lot Process Type is '0' or blank in Item Branch/Plant Information). If left blank, whenever a lot is assigned to the sales order, it will default to the purchase order.
53. Enter '1' to copy associated test results in Quality Management from one branch to the other. If left blank, no test results will be copied.
54. Enter '1' to turn off all tax calculations for BOTH the sales order and purchase order. If left blank, taxes will be calculated based on the taxable flags in the Item Branch/Plant Information (F4102) and the Line Type Constants (F40205).
APPROVAL PROCESSING (PURCHASE ORDERS):
55. 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
56. Enter the Awaiting Approval status.
57. Enter the Approved status.
APPROVALS MANAGEMENT (PURCHASE ORDERS):
58. Enter the Open status.
59. Enter the Pending Approval status.
60. Enter the Rejected status.
61. Enter the Approved/Pending Header Approval status.
Enter the Approved/Header Rejected status.
Enter the Approved status.

63.4 Recurring Batch Order Entry (P4001Z)

Processing Option	Processing Options Requiring Further Description
ORDER ENTRY DEFAULT VALUES:
1. Order Type
2. Line Type
3. Beginning Status
4. Next Status
5. Line Number Increment
DREAM WRITER VERSIONS: Enter the version for each program. If left blank, ZJDE0002 will be used.
6. Order Edit and Creation (P40211Z)
AUTOMATIC PROCESSING:
7. Enter a '1' to edit/create order lines via the subsystem. If left blank, orders will be written to the Batch Receiver files only.
FIELD DISPLAY CONTROL:
8. Enter '1' to protect pricing driver fields.
9. Enter '1' to suppress Mark-for address.
10. Enter '1' to display Supplier Address (for sales orders that will generate a related purchase order).

63.5 Manufacturing Work Order Entry (P48013)

Processing Option	Processing Options Requiring Further Description
BACKSCHEDULING INFORMATION:
1. Enter the Unit of Measure Code.0.
RECALCULATION OPTIONS:
2. Enter a '1' to automatically recalculate Parts List and Routing dates, hours and quantities.
ITEM BRANCH/PLANT VALIDATION:
3. Enter a '1' to validate for existing Branch/Item record.
LOT NUMBER CONTROL:
4. Enter a '1' to protect the lot number on the parts list.
CHARGE TO BUSINESS UNIT DEFAULT:
5. Enter a '1' to default the Charge to Business Unit from the Job number in the Business Unit Master file (F0006). If left blank, the Branch/Plant will be used.
BILL AVAILABILITY:
6. Enter the version of Bill Availability to be called. If left blank, 'ZJDE0001' will be used.
DEFAULT VALUES:
7. Document Type (Default is 'WO')
8. Type (Optional)
9. Priority (Optional)
10. Beginning Status (Optional) If it is left blank, the beginning status defined by Activity Rules will be used if activated in Manufacturing Constants.
CATEGORY CODES:
11. Enter defaults for the following: a. Category Code 1 (Optional) b. Category Code 2 (Optional) c. Category Code 3 (Optional) Or, enter the Item Branch Class Code fields from which to retrieve values: d. Category Code 1 (Optional) e. Category Code 2 (Optional) f. Category Code 3 (Optional)
SALES ORDER HOLD CODE:
12. Enter the Hold Code for the related sales order if the work order quantity or date changes. If left blank, the sales order will not be updated.
PURCHASE ORDER HOLD CODE:
13. Enter the Hold Code to be updated to the related purchase order if the work order quantity or date changes. If left blank, the purchase order will not be updated. NOTE: The purchase order will be updated only if the work order routings are to be recalculated.
FIELD DISPLAY:
14. Enter a '1' by the following fields to activate them: a. Bill Type b. Routing Type
PROCESS MANUFACTURING PROCESSING:
15. Enter a '1' to create the Resource List records for Co-/By-Products when a process work order is entered. If left blank, Resource List records will be created when ingredients list is attached to the work order.
INTERACTIVE BILL/ROUTING ATTACHMENT:
16. Enter a '1' to automatically create the WO Routing Instructions when creating the WO Parts List on-line.
17. Enter a '1' to automatically create the WO Parts List when creating the WO Routing Instructions on-line.
SUBSTITUTE PROCESSING:
18. Enter the substitute processing method to be used when creating the Work Order Parts List on-line. 1 = Use substitutes for shortages. (Commitment processing must be used if '1' is selected.) 2 = Display the substitute availability window when substitute quantity available can cover shortage. If left blank, substitute processing will not be done.
COMMITMENT PROCESSING:
19. Enter a '1' to bypass commitment processing when creating the Parts List on-line. If left blank, commitments will be processed per Commitment Control in Manufacturing Constants (P3009).
ECO PROCESSING:
20. Enter the version of the ECO header to call from Revisions Window. If left blank, 'ZJDE0001' will be used.
SERIAL NUMBER PROCESSING:
21. Enter the version of Assign Serial Numbers to call. If left blank, 'ZJDE0001' will be used.
PRIOR REVISIONS:
22. Enter a '1' to permit attaching parts lists at prior revision levels.
WAREHOUSE PROCESSING:
23. Enter the request processing mode. 1 = Generate requests only 2 = Generate requests and process using the subsystem If left blank, no pick requests will be generated.
24. If processing pick requests using the subsystem, enter the version of Process Pick Requests (P46171) to call. If left blank, 'XJDE0002' will be used.
25. Enter the default staging location for moving goods out of the warehouse.
26. Enter a '1' if the default staging location should be checked for availability. If the part is available at the staging location a request will NOT be generated. Note: This option only applies to parts with no work center locations.
GENERIC TEXT COPY OPTIONS:
27. Enter a '1' to copy the component's generic text to the parts list.
28. Enter a '1' to copy the operation's generic text to the work order routing.
OBSOLETE ITEMS:
29. Enter the cross reference code for retrieving item replacements for obsolete items.
USER-DEFINED PROGRAM:
30. Enter the program name to be called when the function key is selected from the Parts/Ingredients List program (P3111).
PHANTOM OPERATION SEQUENCE NUMBER:
31. Enter a '1' to default the phantom's (parent) operation sequence for the components on the parts list. If left blank, the component's operation sequence will be used.
FROZEN COST FOR ITEM:
32. Enter a '1' to get a hard error if no frozen cost exists for the item. If left blank (default), a warning will be issued instead.
WORK ORDER START DATE UPDATE
33. Enter a '1' to update the Work order Start Date with the Start Date of the first routing operation for variable Leadtime. If left blank, no updating will be performed.
CHARGE TO CC (COST CENTER) FIELD:
34. If the Parent WO Number field is input as part of a Component Work Order, populate the Charge to CC field (MCU) by entering a: ' ' to retrieve from the Parent's Work Order Charge to CC field (MCU). Blank is the default. '1' to retrieve from the Component Work Order Branch/Plant field (MMCU).
LOT EXPIRATION DATE:
35. Select the date that will be used to determine the eligibility of lot/serial numbered components. Only lots with effective dates less than or equal to the date specified AND expiration dates (based on the item's commitment date method) greater than or equal to the date specified will be considered. ' ' = Parts list required date (default) '1' = Work order start date '2' = Work order requested (completion) date
AUTOMATIC LOT NUMBER GENERATION:
36. Enter a '1' to automatically generate a lot number upon work order creation for items with a Lot Process Type of 1 or 2.
PURCHASE ORDER INFORMATION:
37. Enter the version of Write Purchase Orders program (P3420). If left blank, 'ZJDE0002' will be used.
38. Enter a '1' to consolidate PO's by Branch/Plant and Supplier. If left blank, a PO will be generated for each outside operation.
QUALITY MANAGEMENT:
39. Enter the version of Test Results Revisions program (P3711). If left blank, 'ZJDE0002' will be used.