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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Information
Conventions
1
Overview to Sales Order Management - ECS
1.1
ECS Sales Order Management Process Flow
1.2
Features of ECS Sales Order Management
1.2.1
Basic Order Entry
1.2.2
Sales Order Information
1.2.3
Credit Orders
1.2.4
Additional Orders
1.2.5
Order Release
1.2.6
End of Day Processing
1.2.7
Pricing
1.2.8
Templates
1.2.9
Preferences
1.2.10
Invoice Cycles
1.2.11
System Setup
1.2.12
Advanced and Technical Operations
1.3
System Integration
1.3.1
Integration with Accounting and Distribution Systems
Part I Daily
2
Basic Order Entry
2.1
Objectives
2.2
About Basic Order Entry (ECS)
2.2.1
What Is Interactive Sales Order Entry?
2.2.2
What Is Batch Sales Order Entry?
2.2.3
Before You Begin
3
Work with Interactive Sales Orders
3.1
Working with Interactive Sales Orders (ECS)
3.1.1
What You Should Know About
3.2
Entering Header Information (ECS)
3.2.1
Before You Begin
3.2.2
What You Should Know About
3.3
Entering Detail Information (ECS)
3.3.1
What You Should Know About
3.4
Entering Additional Order Information (ECS)
3.5
Entering a Kit Item (ECS)
3.5.1
Before You Begin
3.5.2
What You Should Know About
3.6
Entering an Order from a Template (ECS)
3.6.1
Before You Begin
3.6.2
What You Should Know About
3.7
Entering Substitute and Associated Items (ECS)
3.7.1
Before You Begin
3.7.2
What You Should Know About
3.7.3
Processing Options
4
Work with Batch Sales Orders
4.1
Working with Batch Sales Orders (ECS)
4.1.1
What You Should Know About
4.2
Entering Batch Orders (ECS)
4.2.1
What You Should Know About
4.2.2
Processing Options
4.3
Creating a Recurring Order (ECS)
4.3.1
What You Should Know About
4.4
Processing Batch Orders (ECS)
4.4.1
Reviewing the Batch Order Activity Register (ECS)
4.4.2
Reviewing the Batch Order Creation Exception Report (ECS)
4.4.3
What You Should Know About
4.4.4
Processing Options
5
Sales Order Information
5.1
Objectives
5.2
About Sales Order Information (ECS)
6
Work with Item Information
6.1
Working with Item Information (ECS)
6.2
Copying Item Information to Sales Orders (ECS)
6.3
Reviewing Price and Availability Information (ECS)
6.3.1
What You Should Know About
6.3.2
Processing Options
6.4
Understanding Inventory Commitments (ECS)
6.4.1
Item Availability Definition
6.4.2
Commitment Types
6.4.3
Backordered Items
6.4.4
What You Should Know About
6.5
Locating Quantity Information (ECS)
6.5.1
What You Should Know About
6.5.2
Processing Options
6.6
Reviewing Supply and Demand Information (ECS)
6.6.1
What You Should Know About
6.6.2
Processing Options
6.7
Reposting Sales Orders (ECS)
6.7.1
What You Should Know About
6.7.2
Processing Options
7
Work with Customer and Sales Information
7.1
Working with Customer and Sales Information (ECS)
7.2
Reviewing Customer Account Information (ECS)
7.2.1
Processing Options
7.3
Reviewing Sales Orders by Customer (ECS)
7.3.1
What You Should Know About
7.3.2
Processing Options
7.4
Generating Order Status Reports (ECS)
7.4.1
Generating the Open Orders by Item Report (ECS)
7.4.2
Generating the Open Orders by Customer Report (ECS)
7.4.2.1
Processing Options
7.4.3
Data Sequence for Open Orders by Customer Report
7.4.4
Generating the Held Orders Report (ECS)
7.4.5
Generating the Backorders to Fill Report (ECS)
7.4.5.1
What You Should Know About
7.4.5.2
Processing Options
7.4.6
Data Sequence for Backorders to Fill Report
7.5
Reviewing Sales History Information (ECS)
7.5.1
Before You Begin
7.5.2
What You Should Know About
7.5.3
Processing Options
7.6
Generating Sales History Reports (ECS)
7.6.1
What You Should Know About
7.6.2
Generating the Sales Ledger Detail Report (ECS)
7.6.2.1
What You Should Know About
7.6.2.2
Processing Options
7.6.3
Generating the Sales Analysis Summary Report (ECS)
7.6.3.1
Before You Begin
7.6.3.2
Processing Options
7.7
Reviewing Billing Information (ECS)
7.7.1
What You Should Know About
7.7.2
Processing Options
8
Credit Orders
8.1
Objectives
8.2
About Credit Orders (ECS)
9
Enter a Credit Order
9.1
Entering a Credit Order (ECS)
9.1.1
Before You Begin
9.1.2
What You Should Know About
9.2
Entering a Credit Order Manually (ECS)
9.3
Creating a System-Generated Credit Order (ECS)
9.3.1
Before You Begin
9.3.2
Setup to Enable System-Generated Credit Orders
9.3.3
What You Should Know About
10
Additional Orders and Order Release
10.1
Objectives
10.2
About Additional Orders and Order Release (ECS)
10.2.1
What Is Order Release?
10.2.2
What Is a Quote Order?
10.2.3
What Is a Blanket Order?
10.2.4
What Is a Direct Ship Order?
10.2.5
What Is a Transfer Order?
10.2.6
What Is an Interbranch Sales Order?
10.2.7
What Is a Sales Order with Manual Invoice?
11
Work with Order Release
11.1
Working with Order Release (ECS)
11.2
Releasing Orders on Hold (ECS)
11.2.1
What You Should Know About
11.2.2
Processing Options
11.3
Releasing Backorders (ECS)
11.3.1
Releasing Backorders Online (ECS)
11.3.2
What You Should Know About
11.3.3
Processing Options
11.3.4
Releasing Backorders in a Batch (ECS)
11.3.5
Processing Options
12
Work with Quote Orders
12.1
Working with Quote Orders (ECS)
12.1.1
What You Should Know About
12.2
Entering a Quote Order (ECS)
12.3
Converting a Quote Order into a Sales Order (ECS)
12.3.1
What You Should Know About
12.4
Copying a Quote Order to Create a Sales Order (ECS)
12.4.1
Before You Begin
12.4.2
What You Should Know About
12.5
Releasing a Quote Order (ECS)
12.5.1
What You Should Know About
12.5.2
Processing Options
13
Work with Blanket Orders
13.1
Working with Blanket Orders (ECS)
13.1.1
What You Should Know About
13.2
Creating a Blanket Order (ECS)
13.3
Creating a Sales Order from a Blanket Order (ECS)
13.3.1
Before You Begin
13.3.2
What You Should Know About
13.4
Entering a Sales Order from a Blanket Order (ECS)
13.4.1
Before You Begin
13.4.2
What You Should Know About
13.5
Releasing a Blanket Order (ECS)
13.5.1
What You Should Know About
14
Enter a Transfer Order
14.1
Entering a Transfer Order (ECS)
14.1.1
Sales Order
14.1.2
Purchase Order
14.1.3
Costs
14.2
Setting up Transfer Orders
14.2.1
AAI Setup for Transfer Orders
14.2.2
Before You Begin
14.2.3
Changes to a Transfer Sales Order or Purchase Order
14.2.4
Receipt Routing
14.2.5
What You Should Know About
14.2.6
Processing Options
15
Enter a Direct Ship Order
15.1
Entering a Direct Ship Order (ECS)
15.1.1
What You Should Know About
15.1.2
Processing Options
16
Enter an Interbranch Sales Order
16.1
Entering an Interbranch Sales Order (ECS)
16.2
Applying Markup Costs for Interbranch Sales (ECS)
16.2.1
Before You Begin
16.2.2
What You Should Know About
16.3
Printing an Interbranch Invoice
16.3.1
Before You Begin
16.3.2
What You Should Know About
16.4
Updating Interbranch Sales Information
16.4.1
Example: Accounts Receivable and Accounts Payable Entries
16.4.2
Example: Accounts Receivable Entries
16.4.3
Before You Begin
16.4.4
What You Should Know About
16.4.5
What You Should Know About Processing Options
16.5
Consignment Sales
16.5.1
Set up and Process for Consignment Sales
17
Enter a Sales Order with Manual Invoice
17.1
Entering a Sales Order with Manual Invoice (ECS)
17.1.1
Before You Begin
17.1.2
Processing Options
18
Update Status Codes
18.1
Updating Status Codes (ECS)
18.1.1
Before You Begin
18.1.2
What You Should Know About
18.1.3
Processing Options
19
End of Day Processing
19.1
Objectives
19.2
About End of Day Processing (ECS)
19.2.1
How Can You Keep Sales Information Accurate?
19.2.2
When Do You Run the Cycle Billing Program?
19.2.3
What Is Periodic Invoicing?
19.2.4
When Do You Run the Update Customer Sales Program?
19.2.5
Before You Begin
20
Work with Billing Cycles
20.1
Working with Billing Cycles (ECS)
20.2
Creating the Invoice Cycle Preference
20.2.1
What You Should Know About
20.3
Setting Up Invoice Cycle Calculation Rules
20.3.1
What You Should Know About
20.4
Running Cycle Billing (ECS)
20.4.1
Before You Begin
20.4.2
What You Should Know About
20.4.3
Reviewing the Cycle Billing Transaction Report (ECS)
20.4.4
Reviewing the Cycle Billing Exception Report (ECS)
20.4.5
Processing Options
20.5
Printing Periodic Invoices (ECS)
20.5.1
Before You Begin
20.5.2
What You Should Know About
20.5.3
Processing Options
20.6
Printing Interrupted Invoice Batches (ECS)
21
Update Customer Sales
21.1
Updating Customer Sales (ECS)
21.2
Running the Sales Update (ECS)
21.2.1
Before You Begin
21.2.2
What You Should Know About
21.2.3
Reviewing the Summarized/Detail Invoice Journal (ECS)
21.2.4
Reviewing the Sales Update Error Report (ECS)
21.2.5
Reviewing the Sales Journal (ECS)
21.2.6
Processing Options
21.3
Reviewing and Approving Journal Entries (ECS)
21.3.1
Reviewing Journal Entries- for ECS Sales Order Management
21.3.2
Approving Journal Entries for ECS Sales Order Management
21.3.3
What You Should Know About
21.4
Posting Journal Entries for ECS Sales Order Management
21.4.1
Processing Options
21.5
Printing Unposted Transactions for ECS Sales Order Management
21.5.1
Processing Options
Part II Periodic
22
Pricing
22.1
Objectives
22.2
About Pricing (ECS)
23
Set Up a Base Pricing Structure
23.1
Setting Up a Base Pricing Structure (ECS)
23.1.1
Before You Begin
23.2
Setting Up Customer Price Groups (ECS)
23.2.1
Setting Up Simple Customer Price Groups
23.2.2
Setting Up Complex Customer Price Groups
23.2.3
What You Should Know About
23.3
Setting Up Item Price Groups (ECS)
23.3.1
Setting up Simple Item Price Groups
23.3.2
Setting Up Complex Item Price Groups
23.4
Generating Price Group Relationships
23.4.1
Processing Options
23.5
Defining the Base Price Preference Hierarchy (ECS)
23.5.1
What You Should Know About
24
Work with Base Pricing
24.1
Working with Base Pricing (ECS)
24.1.1
What You Should Know About
24.2
Defining Base Prices (ECS)
24.2.1
Before You Begin
24.2.2
What You Should Know About
24.3
Updating Base Prices (ECS)
24.3.1
Changing Existing Prices (ECS)
24.3.2
Creating Future Prices (ECS)
24.3.3
Processing Options
24.4
Converting Price Levels (ECS)
24.4.1
Processing Options
25
Define Price Adjustments
25.1
Defining Price Adjustments (ECS)
25.1.1
Before You Begin
25.1.2
What You Should Know About
25.2
Defining Inventory Pricing Rules (ECS)
25.2.1
What You Should Know About
25.3
Assigning Rules to Customers and Customer Groups (ECS)
25.3.1
What You Should Know About
26
Work with Repricing
26.1
Working with Repricing (ECS)
26.2
Updating Prices for an Item (ECS)
26.2.1
What You Should Know About
26.2.2
Defining Repricing Groups (ECS)
26.2.3
Before You Begin
26.2.4
Processing Basket and Order Repricing (ECS)
26.2.5
What You Should Know About
26.2.6
Processing Options
26.3
Updating Prices for a Customer (ECS)
26.3.1
What You Should Know About
26.3.2
Processing Options
Part III Setup
27
Order Templates
27.1
Objectives
27.2
About Order Templates (ECS)
28
Work with Order Templates
28.1
Working with Order Templates (ECS)
28.1.1
What You Should Know About
28.2
Creating a Standard Template (ECS)
28.2.1
What You Should Know About
28.3
Creating a Customer-Specific Template (ECS)
28.3.1
Before You Begin
28.3.2
What You Should Know About
28.3.3
Processing Options
28.4
Updating an Existing Template (ECS)
28.5
Creating a System-Generated Template (ECS)
28.5.1
Before You Begin
28.5.2
Processing Options
29
Preferences
29.1
Objectives
29.2
About Preferences (ECS)
29.2.1
How Does the System Use Preferences?
29.2.2
What Are the Preference Fields?
30
Understand Preferences
30.1
Understanding Preferences (ECS)
30.1.1
Before You Begin
30.1.2
What You Should Know About
30.1.3
Using Profiles by Customer/Item
30.1.4
Adding a note about a preference
30.2
Entering Standard Preference Information (ECS)
30.2.1
What You Should Know About
30.3
Entering Specific Preference Information (ECS)
30.3.1
Understanding the Container Deposit/Rental Preference
30.3.1.1
Before You Begin
30.3.1.2
What You Should Know About
30.3.2
Understanding the Customer Currency (ECS) Preference
30.3.2.1
Before You Begin
30.3.3
Understanding the Document Distribution (ECS) Preference
30.3.4
Understanding the Document Set (ECS) Preference
30.3.4.1
What You Should Know About
30.3.5
Understanding the End Use Preference
30.3.6
Understanding the Freight (ECS) Preference
30.3.6.1
Before You Begin
30.3.6.2
What You Should Know About
30.3.7
Understanding the Grade and Potency Preference
30.3.7.1
What You Should Know About
30.3.8
Understanding the Inventory Commitment Preference
30.3.8.1
Before You Begin
30.3.9
Understanding the Invoice Cycle Preference
30.3.9.1
What You Should Know About
30.3.10
Understanding the Line of Business Preference
30.3.11
Understanding the Load/Promise Date (ECS) Preference
30.3.11.1
What You Should Know About
30.3.12
Understanding the Next Order Status (ECS) Preference
30.3.12.1
Before You Begin
30.3.13
Understanding the Payment Terms (ECS) Preference
30.3.14
Understanding the Price Adjustment Schedule Preference
30.3.15
Understanding the Pricing Unit of Measure (ECS) Preference
30.3.15.1
Before You Begin
30.3.16
Understanding the Print Messages (ECS) Preference
30.3.16.1
Before You Begin
30.3.17
Understanding the Product Allocation (ECS) Preference
30.3.17.1
Before You Begin
30.3.17.2
What You Should Know About
30.3.18
Understanding the Quality (ECS) Preference
30.3.18.1
Before You Begin
30.3.19
Understanding the Revenue Cost Center (ECS) Preference
30.3.19.1
Before You Begin
30.3.20
Understanding the Sales Commission (ECS) Preference
30.3.20.1
Before You Begin
30.3.21
Understanding the User Defined Price Code Preferences
31
Set Up Preferences
31.1
Setting Up Preferences (ECS)
31.2
Activating Preferences (ECS)
31.2.1
What You Should Know About
31.3
Setting Up the Preference Master (ECS)
31.3.1
Defining the Order of Preferences (ECS)
31.3.2
Defining the Display of Specific Preferences (ECS)
31.3.2.1
What You Should Know About
31.3.3
Defining the Display of Specific Preference Fields (ECS)
31.4
Assigning Customers and Items to Groups (ECS)
31.4.1
Before You Begin
31.4.2
Assigning a Customer to a Customer Group (ECS)
31.4.3
Assigning an Item to an Item Group (ECS)
31.5
Arranging the Preference Hierarchy (ECS)
31.5.1
Example: Preference Hierarchy for Payment Terms
32
Invoice Setup
32.1
Objectives
32.2
About Invoice Setup (ECS)
33
Define Related Addresses
33.1
Defining Related Addresses (ECS)
33.1.1
Before You Begin
33.2
Entering Related Addresses (ECS)
33.2.1
What You Should Know About
33.3
Defining the Invoicing Address (ECS)
33.4
Defining Default Address Types (ECS)
34
Set Up Invoice Cycles
34.1
Setting Up Invoice Cycles (ECS)
34.1.1
What You Should Know About
34.2
Setting Up Invoice Cycle Calculation Rules (ECS)
34.2.1
Example: Scheduled Invoice Date Calculation
34.3
Creating Invoice Cycle Preferences (ECS)
34.3.1
What You Should Know About
35
System Setup
35.1
Objectives
35.2
About System Setup (ECS)
36
Set Up Constants
36.1
Setting Up Constants (ECS)
36.1.1
Before You Begin
36.2
Defining Branch/Plant Constants (ECS)
36.2.1
What You Should Know About
36.3
Defining Item Availability (ECS)
36.3.1
What You Should Know About
36.4
Defining System Constants (ECS)
36.5
Defining Batch Control Constants (ECS)
36.6
Defining Locations (ECS)
36.6.1
What You Should Know About
37
Set Up Customer Billing Instructions
37.1
Setting Up Customer Billing Instructions (ECS)
37.1.1
Before You Begin
37.1.2
Entering Order Processing Information
37.1.2.1
What You Should Know About
37.1.3
Entering Shipping Information
37.1.4
Entering Freight Information
37.1.5
Entering Commission Information
37.1.5.1
What You Should Know About
37.1.6
Entering Billing Information
37.1.7
Sales Order Information from Customer Billing Instructions
37.1.7.1
What You Should Know About
38
Set Up Order Line Types
38.1
Setting Up Order Line Types (ECS)
39
Set Up Order Activity Rules
39.1
Setting Up Order Activity Rules (ECS)
39.1.1
Before You Begin
39.1.2
What You Should Know About
40
Set Up Order Hold Information
40.1
Setting Up Order Hold Information (ECS)
40.1.1
Before You Begin
40.2
Defining Order Hold Codes (ECS)
40.2.1
What You Should Know About
40.3
Setting Up Minimum and Maximum Order Amounts (ECS)
40.4
Setting Up Order Hold Codes for Credit Checking (ECS)
40.4.1
Credit Limit
40.4.2
Aging
40.5
Setting Up Order Hold Codes for Margin Checking (ECS)
40.5.1
What You Should Know About
41
Set Up Commission Information
41.1
Setting Up Commission Information (ECS)
41.1.1
Before You Begin
41.1.2
What You Should Know About
41.2
Setting Up a Sales Group (ECS)
41.2.1
Before You Begin
41.2.2
What You Should Know
41.3
Assigning Commission Information (ECS)
41.3.1
What You Should Know About
41.4
Setting Up Additional Commission Information (ECS)
41.4.1
Before You Begin
41.4.2
What You Should Know About
41.5
Setting Up Variable Commission Percentages within a Group (ECS)
41.5.1
Before You Begin
41.5.2
What You Should Know About
41.6
Reviewing Commission Information
41.6.1
What You Should Know About
42
Set Up Branch Sales Markups
42.1
Setting Up Branch Sales Markups (ECS)
42.1.1
Before You Begin
42.1.2
What You Should Know About
42.1.3
Processing Options
43
Set Up Automatic Accounting Instructions
43.1
Setting Up Automatic Accounting Instructions (ECS)
43.1.1
AAIs Used in the ECS Sales Order Management System
43.1.2
Before You Begin
43.1.3
What You Should Know About
Part IV Advanced & Technical
44
Overview to Advanced and Technical Operations
44.1
Objectives
44.2
About Advanced and Technical Operations (ECS)
45
Purge Data
45.1
Purging Data for ECS Sales Order Management
45.1.1
What You Should Know About
45.1.2
Before You Begin
45.2
Running General Purges for ECS Sales Order Management
45.2.1
Creating a New DREAM Writer Version for a Purge
45.2.2
What You Should Know About
45.2.3
Processing Options
45.3
Running Special Purges (ECS)
45.3.1
Running the Sales Order Header Purge (ECS)
45.3.1.1
What You Should Know About
45.3.1.2
Processing Options
45.3.2
Running the Sales Order Text Line Purge (ECS)
45.3.3
Running the Extended Text Purge (ECS)
45.3.3.1
What You Should Know About
45.3.3.2
Processing Options
45.3.4
Running the Batch Order Files Purge (ECS)
45.3.4.1
Processing Options
45.3.5
Running Move Sales Order Detail to History (ECS)
45.3.5.1
What You Should Know About
45.3.5.2
Processing Options
46
Work with the Subsystem
46.1
Working with the Subsystem (ECS)
46.1.1
Before You Begin
46.2
Defining the Subsystem (ECS)
46.2.1
What You Should Know About
46.3
Starting Jobs in the Subsystem (ECS)
46.3.1
What You Should Know About
46.4
Stopping Jobs in the Subsystem (ECS)
46.4.1
What You Should Know About
46.4.2
Processing Options
46.5
Running the Subsystem in Sleeper
Part V Processing Options
47
Daily Processing Options
47.1
Sales Order Entry (P4211)
47.2
Recurring Batch Order Entry (P4001Z)
47.3
Batch Edit - Creation (P40211Z)
47.4
Check Price & Availability (P40721)
47.5
Item Availability (P41202)
47.6
Supply & Demand (P4021)
47.7
Repost Sales Orders & Release Future Commits (P42995)
47.8
Credit Check Processing (P42050)
47.9
Customer Service Inquiry (P42045)
47.10
Open Sales Orders by Customer (P42620)
47.11
Print Backorders to Fill (P42590)
47.12
Sales Ledger & Credit Orders from History (P42025)
47.13
Sales Ledger Detail (P42600)
47.14
Sales Analysis Summary (P42611)
47.15
Online Invoice (P42230)
47.16
Release Held Orders (P42070)
47.17
Release Backorders (P42117)
47.18
Release Backorders - Batch (P42118)
47.19
Order Release (P420111)
47.20
Direct Ship Order Entry (P4243)
47.21
Transfer Order Entry (P4242)
47.22
Bulk Load Confirmation - Manual Invoice (P49510)
47.23
Packaged Load Confirmation (P49530)
47.24
Sales Order Speed Release (P76A42040)
47.25
Cycle Billing - Final (P49700)
47.26
Periodic Invoice (P49870)
47.27
Daily/Periodic Invoice (P49880)
47.28
Sales Update (P42800)
47.29
Print Sales Journal (P42810)
47.30
General Ledger Post (P09870)
47.31
General Journal By Batch (P09301)
48
Periodic Processing Options
48.1
Customer Price Group Generation (P40932)
48.2
Item Price Group Generation (P40931)
48.3
Base Price Report (P41830)
48.4
Sales Price Level Conversion - Proof (P41816)
48.5
Order Repricing for Standard Pricing (P421301)
48.6
Update Sales Cost, Price, or Exchange Rate (P42950)
49
Setup Processing Options
49.1
Order/Supplier Template Revisions (P4015)
49.2
Customer Template Rebuild (P42815)
49.3
Branch Relationship Revisions (P3403)
50
Advanced & Technical Processing Options
50.1
Batch File Purge (P00PURGE)
50.2
Purge Sales Order Header File (F4201) (P4201P)
50.3
Extended Text Line Deletion - F4314 (P4314P)
50.4
Recurring Batch Order Entry (P4001Z)
50.5
Purge Details to History (P42996)
50.6
Start/Stop Subsystem (P40420)
A
Understand Preference Fields (ECS)
A.1
Understanding Preference Fields (ECS)
B
Functional Servers
B.1
About Functional Servers
B.1.1
Example: Voucher Processing Functional Server
Index
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