10 User Defined Data Entry Processing Options

This chapter contains these topics:

Section 10.1, "Customer Defaults-User Defined (P03016),"
Section 10.2, "Supplier Defaults - User Defined (P04016),"
Section 10.3, "Item Master - User Defined (P41166),"
Section 10.4, "Item Branch - User Defined (P41266),"
Section 10.5, "Sales Order Entry (P4211),"
Section 10.6, "S.O. Header-User Defined Data (P42016),"
Section 10.7, "S.O. Detail-User Defined Data (P42116),"
Section 10.8, "Order Entry (P4311),"
Section 10.9, "P.O. Header-User Defined Data (P43016),"
Section 10.10, "P.O. Detail-User Defined Data (P43116),"
Section 10.11, "Shipment Entry (P4215),"
Section 10.12, "Shipment - User Defined Data (P42156)."

10.1 Customer Defaults-User Defined (P03016)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Data Type (Optional)
FIELD DISPLAY CONTROL:
2. Enter '1' to protect the Data Type
3. Enter '1' to suppress the Currency Code field. Note: if the Currency Code field is suppressed, amounts will not be stored in any specific currency.

10.2 Supplier Defaults - User Defined (P04016)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Data Type (Optional)
FIELD DISPLAY CONTROL:
2. Enter '1' to protect the Data Type
3. Enter '1' to suppress the Currency Code field. Note: if the Currency Code field is suppressed, amounts will not be stored in any specific currency.

10.3 Item Master - User Defined (P41166)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Data Type (Optional)
FIELD DISPLAY CONTROL:
2. Enter '1' to protect the Data Type
3. Enter '1' to suppress the Currency Code field. Note: if the Currency Code field is suppressed, amounts will not be stored in any specific currency.

10.4 Item Branch - User Defined (P41266)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Data Type (Optional)
FIELD DISPLAY CONTROL:
2. Enter '1' to protect the Data Type
3. Enter '1' to suppress the Currency Code field. Note: if the Currency Code field is suppressed, amounts will not be stored in any specific currency.

10.5 Sales Order Entry (P4211)

Processing Option	Processing Options Requiring Further Description
SALES ORDER DEFAULT VALUES:
1. Document Type (Required)
2. Line Type (Optional)
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
12. Beginning Status
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: Having accept mode on is not recommended for configured items. Enter a '1' to:
19. Allow the addition of a Customer Master record, if not set up.
20. Prohibit order entry if Customer Master record is not set up.
21. Load Online Invoice information before the order is accepted.
22. 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.)
ORDER HOLD CODES:
23. Customer Credit Checking
24. Order Margin Checking
25. Order Line Margin Checking
26. Order Minimum Value Checking
27. Order Maximum Value Checking
28. Partial Order Hold
29. Product Allocation Hold
LINE CONTROL STATUS:
30. 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
31. Cost Fields
32. Price Fields
Enter '1' to protect the following:
33. Status Codes
34. Price adjustment driver fields
35. Sold To field on the header
Enter a '1' to suppress the following:
36. Closed Detail Lines
37. Credit Card Information
38. Freight and Carrier Information
39. Commission Information
CREDIT ORDER PROCESSING:
40. Enter the status code to select when retrieving credit orders.
41. Enter '1' if the previous status is the last status. If left blank it will be the Next Status.
CROSS REFERENCE INFORMATION:
42. Enter the Cross Reference Type for: - Substitute Items - Associated Items - Replacement Items
43. 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:
44. Enter '1' to suppress Kit Component lines.
45. Enter the version of Kit Inquiry to call. If left blank, version ZJDE0001 will be called.
46. Enter '1' to suppress availability information in the Kit Window.
AVAILABILITY CHECKING:
47. 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:
48. Enter '1' for commitment to Other Quantity 1 or '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.
AUTOMATIC PROCESSING:
49. Enter '1' to automatically display the Supply and Demand screen when a new sales detail line is backordered.
50. 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.
51. Enter '1' for auto order repricing.
DREAM WRITER VERSIONS:
Enter the version for each program. If left blank, ZJDE0001 will be used:
52. Pick Slip Print (P42520)
53. Supply and Demand (P4021)
54. Std Order/Basket Reprice (P421301) or Adv Order/Basket Reprice (P42750)
55. Customer Service (P42045)
56. Online Invoice (P42230)
57. Preference Profile (P40400)
58. Check Price (Advanced) (P40721)
59. Customer Master (P01053)
60. TM Rate & Route server PSMR9100
CONFIGURATOR PROCESSING:
61. 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:
62. 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.
63. Enter the transfer pricing method to be used. Default method is 1. 1 = Branch cost mark-up 2 = Transfer pricing
64. Enter '1' to allow inter-branch invoicing. If left blank, no inter-branch invoice can be run.
WAREHOUSE PROCESSING:
65. Enter the request processing mode: ' ' = No pick requests '1' = Generate requests only '2' = Generate requests and process using the subsystem
66. If processing pick requests using the subsystem, enter the DREAM Writer version to use. If blank, XJDE0002 is used. (See Form ID P46171.)
67. Enter an override next status for sales order lines for which requests have been generated.
ORDER TEMPLATE PROCESSING:
68. Enter a '1' to use the Sold-to address number for order templates, or a '2' to use the Ship-to address number. If left blank, no automatic order template processing will be performed.
69. Enter the order template name.
BLANKET/QUOTE PROCESSING:
70. 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:
71. Enter a '1' to use preference profile defaults. If left blank, no preference profile information will be defaulted.
72. 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:
73. 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):
74. Enter '1' to automatically branch to load confirm when order are added.
75. Enter the version of Bulk Load Confirm (P49510) to be used.
76. Enter the version of Packaged Load Confirm (P49530) to be used.
AVIATION/MARINE PROCESSING: (ECS):
77. Enter the version of the Additional Parameters program (P49510A) to be used.
TRIP ASSIGNMENT WINDOW: (ECS):
78. Enter the version of the Trip Assignment window (P49200) to be used.
MARK-FOR ADDRESS PROCESSING:
79. Enter '1' to display Mark-for Address.
ADVANCED LOT MANAGEMENT:
80. Enter '1' to issue an error when the Ship Ascending Date Rule is violated. If left blank, only a warning will be issued.
81. 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:
82. Enter '1' to submit a batch job upon exiting Sales Order Entry to automatically assign service warranties to sales order detail lines.
83. Enter the DREAM Writer version for Batch Assign Service Warranty (P42404). If left blank, ZJDE0001 is used.
USER DEFINED DATA:
84. Enter '1' to automatically display S.O. Header-User Defined Data (P42016) whenever a new sales order header is added. Enter '2' to allow access to S.O. 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.
85. Enter '1' to automatically display S.O. Detail-User Defined Data (P42116) whenever a new sales order detail line is added. Enter '2' to allow access to S.O. 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. Enter the DREAM Writer version for each program. If left blank, version ZJDE0001 will be used. S.O. Header-User Defined Data (P42016) S.O. Detail-User Defined Data (P42116)

10.6 S.O. Header-User Defined Data (P42016)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Data Type (Optional)
FIELD DISPLAY CONTROL:
2. Enter '1' to protect the Data Type

10.7 S.O. Detail-User Defined Data (P42116)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Data Type (Optional)
FIELD DISPLAY CONTROL:
2. Enter '1' to protect the Data Type
ORDER DUPLICATION:
3. Enter '1' to automatically preload the user defined data from the original sales line. If left blank, the original values will not be retained when the user defined data for the new sales line is displayed. Enter the user defined data types that will be automatically preloaded. You may specify up to five data types. Enter '*' in the first field to preload all types.
4. Data Type
5. Data Type
6. Data Type
7. Data Type
8. Data Type
BLANKET/QUOTE RELEASE:
9. Enter '1' to automatically preload the user defined data from the sales line on the blanket or quote order. If left blank, the original values will not be retained when the user defined data for the new sales line is displayed. Enter the user defined data types that will be automatically preloaded. You may specify up to five data types. Enter '*' in the first field to preload all types.
10. Data Type
11. Data Type
12. Data Type
13. Data Type
14. Data Type

10.8 Order Entry (P4311)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Order Type (Required)
2. Line Type (Optional)
3. Status Code (Required)
4. Override Next Status (Optional)
5. Unit of Measure (Optional)
6. Line Increment (Optional)
7. 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 from the item master will be used.
8. Enter the Landed Cost Rule to be used. If left blank, it will default from either the "Ship-to" or the "Supplier" purchasing instructions.
9. Enter a '1' to automatically load header values to the detail lines after a change. If left blank, it must be done manually.
10. Enter a '1' to calculate Promise Date from Average Leadtime. If left blank, today's date is used.
ORDER DUPLICATION DEFAULT VALUES:
11. Order Type
12. Beginning Status
13. Override Next Status (Optional)
14. Enter text duplication selection: '1' to copy line text '2' to copy line and order text '3' to copy order text
WORK ORDER DEFAULT VALUES:
15. Enter the status to update the work order to when the quantity or promised date on the purchase order changes.
PROMPTING CONTROL:
16. Enter the Video Format: 1 = Item, Quantity, Price 2 = Item, Quantity, Description 3 = Account Number, Description 4 = Account Number, Item Number (If left blank, format 1 is used.) Enter a '1' to:
17. Display Headings first.
18. Be prompted to accept the order.
19. Allow the addition of a Supplier Master record, if not setup.
20. Prohibit order entry if Supplier Master record is not set up.
21. Enter which Item Search video is to be used to return items: 1 = Item Search Window allowing the return of multiple items 2 = Full Item Search video with Query capabilities 3 = Supplier Item Selection with the return of multiple catalog items (If left blank, the Item Search window allowing the return of a single item will be used.)
FIELD DISPLAY CONTROL:
22. Enter a '1' to suppress canceled or closed lines.
23. Enter a '1' to protect prices, or a '2' to make prices non-display.
24. Enter a '1' to protect status codes.
25. Enter a '1' to protect the order type field.
26. Enter the next status at which detail lines cannot be changed. The detail line will be protected if the next status is greater than or equal to this status. If left blank there is no restriction.
APPROVAL PROCESSING:
27. 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
28. Enter the Awaiting Approval status.
29. Enter the Approved status.
PRINT CONTROL:
30. Enter a '1' to automatically print P.O.'s via the subsystem.
31. Enter the version of Print P.O. On-Demand to call when the function key is pressed.
INTERFACES:
32. Enter a '1' to validate the Branch against the Branch/Plant Constants file. If left blank, the Cost Center Master file will be used.
33. Enter a '1' to bypass PBCO warning.
34. Enter a '1' to bypass PACO warning.
BUDGET CHECKING:
35. Enter a '1' if Budget Checking is desired. If left blank, ALL other options related to budgeting will be omitted.
BUDGETING DEFAULT VALUES:
36. Budget Hold Code
37. Budget Tolerance Limit (10 = 10%)
38. Level of Detail to accumulate the budget (5-9). If left blank, 9 will be used.
39. Budget Ledger Type
40. If Financial Budgeting, specify the budget total method (1-3). If left blank, method 1 will be used: 1 = Original Budget + Period Amounts for current year + Prior year postings (same as Job Cost budget calculation). 2 = Sum of period amounts for current year (standard financial budget). 3 = Original budget + period amounts for current year (standard financial spread with changes).
BUDGET PROCESSING:
Enter a '1' to:
41. Accumulate the budget through the current period. If left blank, the budget will accumulate for the total year.
42. Receive warning that a detail line amount will exceed budget.
CROSS REFERENCE INFORMATION:
43. Enter the cross reference code for retrieving item substitutions.
44. Enter the cross reference code for retrieving item replacements for obsolete items.
KIT PROCESSING:
Enter a '1' to:
45. Display kit component lines.
ITEM AVAILABILITY:
46. Enter a '1' to update the "Quantity on Other PO's" field (OT1A) in the Item Branch or Location files (i.e. Requisitions and Blanket orders). If left blank, the "Quantity on PO" field (PREQ) will be updated. WARNING: If PO Generation performs the automatic blanket order release processing, enter a '1'.
CHANGE ORDER PROCESSING:
47. Enter a '1' to function as Change Order Entry, which only allows changes to existing purchase orders. Enter a '2' to function as Change Order Entry, which allows changes to purchase orders and the addition of new purchase orders. If left blank, no change order processing is performed.
48. Enter the next status to start processing all changes made to a purchase order as a change order. If left blank, all changes will be processed as change orders.
49. Enter a '1' to automatically allow text entry when a change order is entered.
DREAM WRITER VERSIONS:
Enter the version for each program: If left blank, ZJDE0001 will be used.
50. Open Order Inquiry (P430301)
51. Supply/Demand Inquiry (P4021)
52. Supplier Analysis (P43230)
53. Supplier Master (P01054)
54. SMS Rate & Route server (PSMR9300)
55. Approval Review called using the function key from E-Mail (P43080).
BLANKET/QUOTE PROCESSING:
56. Enter a '1' for automatic access to the blanket/quote release processing. The cost on the released order will be used. Enter a '2' for automatic access to the blanket/quote release processing using special pricing. If left blank, no automatic blanket/quote release processing will be performed.
ORDER TEMPLATE PROCESSING:
57. Enter a '1' to perform automatic order template processing. If blank, no order template processing will be performed.
SUPPLIER ANALYSIS:
58. Enter a '1' to capture supplier analysis information. If left blank, no Supplier analysis information is captured.
CURRENCY PROCESSING:
59. Enter a tolerance limit percentage to warn of radical currency rate changes (15.0 = 15% +/-).
ENCUMBRANCE CHECKING PROCESSING:
60. Enter a '1' to warn if extended amount is less than vouchered amounts. Enter a '2' to stop entry of an extended amount less than the vouchered amounts. If left blank, no check will be made.
APPROVALS MANAGEMENT PROCESSING:
61. Enter the Open status.
62. Enter the Pending Approval status.
63. Enter the Rejected status.
64. Enter the Approved/Pending Header Approval status.
65. Enter the Approved/Header Rejected status.
66. Enter the Approved status.
USER DEFINED DATA:
84. Enter '1' to automatically display P.O. Header-User Defined Data (P43016) whenever a new purchase order header is added. Enter '2' to allow access to P.O. Header-User Defined Data by function key from the purchase order header, but not display the data automatically. If left blank, there will be no access to user defined data for the purchase order header.
85. Enter '1' to automatically display P.O. Detail-User Defined Data (P43116) whenever a new purchase order detail line is added. Enter '2' to allow access to P.O. Detail-User Defined Data by selection option from a purchase order detail line, but not display the data automatically. If left blank, there will be no access to user defined data for the purchase order detail lines. Enter the DREAM Writer version for each program. If left blank, version ZJDE0001 will be used. P.O. Header-User Defined Data (P43016) P.O. Detail-User Defined Data (P43116)

10.9 P.O. Header-User Defined Data (P43016)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Data Type (Optional)
FIELD DISPLAY CONTROL:
2. Enter '1' to protect the Data Type

10.10 P.O. Detail-User Defined Data (P43116)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Data Type (Optional)
FIELD DISPLAY CONTROL:
2. Enter '1' to protect the Data Type
ORDER DUPLICATION:
3. Enter '1' to automatically preload the user defined data from the original purchase order line. If left blank, the original values will not be retained when the user defined data for the new purchase order line is displayed. Enter the user defined data types that will be automatically preloaded. You may specify up to five data types. Enter '*' in the first field to preload all types.
4. Data Type
5. Data Type
6. Data Type
7. Data Type
8. Data Type
BLANKET/QUOTE RELEASE:
9. Enter '1' to automatically preload the user defined data from the line on the blanket or quote order. If left blank, the original values will not be retained when the user defined data for the new purchase order line is displayed. Enter the user defined data types that will be automatically preloaded. You may specify up to five data types. Enter '*' in the first field to preload all types.
10. Data Type
11. Data Type
12. Data Type
13. Data Type
14. Data Type

10.11 Shipment Entry (P4215)

Processing Option	Processing Options Requiring Further Description
1. Enter the Shipment Status code that corresponds with the following: Pending: ASN Generated: ASN Receipt Acknowledged:
2. Enter '1' to disable the Hierarchical Configuration. USER DEFINED DATA:
3. Enter '1' to automatically display Shipment Header - User Data (P42156) whenever a new shipment header is added. Enter '2' to allow access to Shipment Header - User Data by function key, but not display the data automatically. If left blank, there will be no access to user defined data for the shipment header.
4. Enter the DREAM Writer version for Shipment Header - User Data (P42156). If left blank, version ZJDE0001 will be used.

10.12 Shipment - User Defined Data (P42156)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES:
1. Data Type (Optional)
FIELD DISPLAY CONTROL:
2. Enter '1' to protect the Data Type