Working with Order Summary Information
Purpose: Use the Display Order Summary Screen to:
• Review all of the items ordered for the current order plus any recipient orders. The Order Summary screen lists each item ordered for each shipping address so you can verify the items ordered.
• Accept the order information for the recipient you are currently working with and switch to another recipient so you can work with the order information for that recipient. When you select another recipient, the system advances you to the order header screen for the recipient you selected.
• Copy an item from a recipient to the recipient you are currently working with. When you copy an item, the system adds an order line to the current order ship-to for each item copied.
• Review the order totals in the customer's currency.
Foreign currency view: The foreign currency view is not necessary or correct if you:
• process orders in multiple currencies by offer (the Multi Currency by Offer (E03) system control value is selected). In this situation, the dollar values on the order are already in the customer's currency.
• use alternate currency pricing (the Use Alternate Currency Pricing (H89) system control value is selected). In this situation, you can review the order totals in the foreign currency on the Alternate Currency View Screen.
This screen is available from Order Entry only.
In this chapter:
• Display Order Summary Screen
• Switching to Another Recipient
• Copying Items from One Recipient to Another
• Display Selected Items Window
• Select Order Recipient Screen
• Displaying Order Totals in Foreign Currency
Purpose: Use this screen to review the items ordered for each recipient on the order.
How to display this screen: Select Summary or Return/Summary at the Work with Order Screen or Work with Order/Recap Screen.
Field |
Description |
Order # |
The number of the order you are currently working with. Numeric, 9 positions; display-only, assigned by the system. |
# Rcp (Number of recipients) |
The number of recipients on this order. This is the number of shipping addresses on the order. Numeric, 3 positions; display-only, assigned by the system. |
Prepaid |
The total dollar amount prepaid on this order using checks. Numeric, 11 positions with a 2-place decimal; display-only, calculated by the system. |
Balance |
The balance due on the order, calculated by subtracting the order total (current order plus all recipient orders) from the prepaid amount. If the balance is 0, this means that the customer prepaid the entire order. If the balance is negative, there is a balance due that will be charged to the customer. Numeric, 11 positions with a 2-place decimal; display-only, calculated by the system. |
Current recip (Current recipient) |
The ship-to number indicating the recipient you are currently working with. Numeric, 3 positions; display-only. |
Merch (Merchandise) |
The total dollar value of merchandise on this order, which is calculated by multiplying the quantity ordered by the item's price. This amount does not include charges for freight (shipping), sales tax, or handling. Numeric, 9 positions with a 2-place decimal; display-only, updated by the system. |
Frt (Freight) |
The total charge for shipping the current order plus any recipient orders. Shipping charges are based on the freight method defined for the source code used on the order. This amount also includes any service charges by ship via and order weight charges by ship via. See Working with Ship Via Codes (WVIA). This amount does not include any additional charges associated with shipping this item (see the Frt+ field for these totals). Blank if no freight is charged on the order (Calc freight = Unselected). Numeric, 7 positions with a 2-place decimal; display-only, updated by the system. |
Frt+ (Additional freight) |
The total additional freight charges on the current order plus any recipient orders. Additional freight charges can be defined for a shipper in the Ship Via table. For example, a shipper can charge a premium for overnight or Federal Express deliveries. Numeric, 7 positions with a 2-place decimal; display-only, updated by the system. |
Chg (Additional charges) |
The total extra charges added to the current order and any recipient orders. This can be an additional service charge defined for the source code or offer used on the order, an additional shipping charge for an item on the order, a guaranteed service charge defined for the offer, or any type of miscellaneous charge or credit added to the order. Numeric, 7 positions with a 2-place decimal; display-only, updated by the system. |
Tax |
The total sales tax on the current order and any recipient orders, based on the merchandise dollar value of the order and, optionally, freight and special handling. Tax does not accumulate here for orders subject to VAT and tax-inclusive pricing. Numeric, 7 positions with a 2-place decimal; display-only, updated by the system. |
Hnd |
The total charge, on the current order and any recipient orders, for special handling, gift wrapping, or duty. Numeric, 7 positions with a 2-place decimal; display-only, updated by the system. |
Total |
The grand total of all charges on the current order and any recipient orders. This includes merchandise, freight, additional freight, additional charges, tax, and handling. Numeric, 11 positions with a 2-place decimal; display-only, updated by the system. |
Shp (Ship To number) |
The number of the shipping address on the order. Numeric, 3 positions; display-only, assigned by the system. |
Name |
The initial and last name or company name of the customer the order is shipping to. The customer or company name is included next to the first detail line for each customer. Alphanumeric, 10 positions; display-only. |
Ln# |
The line number of this item on the order. Numeric, 3 positions; display-only. |
Qty (Quantity) |
The number of units ordered of the item. Numeric, 5 positions; display-only. |
Item |
A code for a unit of inventory that you sell. Alphanumeric, 12 positions; display-only. |
SKU |
The style of the item, such as its color or size. Alphanumeric, three 4-position fields; display-only. |
Via |
A code for the carrier or service that will deliver the order. Ship via codes are defined in and validated against the Ship Via table. Numeric, 2 positions; display-only. |
Price |
The selling price of a single unit of this item. The system calculates the price by taking into account any price breaks, source or order discounts. The system calculates the price using the pricing hierarchy in the System Control table. Numeric, 7 positions with a 2 place decimal; display-only, calculated by the system. |
Whs (Warehouse) |
A code for the warehouse the item will ship from. Warehouse codes are defined in and validated against the Warehouse table. Numeric, 3 positions; display-only. |
SA (Ship alone code) |
Identifies whether the item can ship with other items. Valid values include: S = Ship alone: item cannot be shipped with other items. A pick prints for each unit ordered. M = Multi-ship: item can ship with other items. L = Picks print in location code sequence. U = User-defined. This information is taken from the Ship alone field in the Item table. Alphanumeric, 1 position; display-only. |
Item description (Unlabeled field below the Shp field) |
The description of the item being ordered. Alphanumeric, 40 positions; display-only. |
SKU description (Unlabeled field below the SKU field) |
The description of the SKU for the item. Alphanumeric, 25 positions; display-only. |
Extended price (Unlabeled field below the Whs field) |
The total charge for this item, which is calculated by multiplying the price of the item by the quantity ordered. Numeric, 7 positions with a 2-place decimal; display-only, updated by the system. |
Screen Option |
Procedure |
Accept the order information for the recipient you are currently working with and switch to another recipient. |
Select recipient and accept current for a recipient to advance to the order header screen where you can work with the order information for the selected recipient. SeeSwitching to Another Recipient. |
Copy an item to the recipient you are currently working with |
Select Copy item to current recipient for a recipient's order line that includes the item you wish to copy. SeeCopying Items from One Recipient to Another. |
Display the order totals at the top of the screen in the customer's currency or in the system currency (from the Local Currency Code (A55) system control value). |
Select Foreign Curr Dsp. SeeDisplaying Order Totals in Foreign Currency. |
Review the items selected to copy |
Select Dsp Item to Copy to advance to the Display Selected Items Window. |
Accept the order information for the recipient you are currently working with and advance to the Select Order Recipient screen |
Select Acpt/Switch Rcp to advance to the Select Order Recipient Screen. |
Switching to Another Recipient
Purpose: Select recipient and accept current for a recipient at the Display Order Summary Screen.
An error message indicates if you select recipient and accept current for the recipient you are currently working with:
Selected ship to (3) must be different than current ship to (3).
When you select recipient and accept current for a recipient, the system accepts the order information for the recipient you are currently working with and advances you to the Work with Order Screen for the recipient you selected.
Copying Items from One Recipient to Another
Purpose: From the Display Order Summary Screen you can copy items from other recipients on the order to the recipient you are currently working with.
Copying items to current recipient: Select Copy item to current recipient for an item defined for a recipient other than the recipient you are currently working with. A message indicates when you select an item to copy:
Item (S5Y) has been selected for copy to current recipient (3).
An error message indicates if the item you selected to copy is included in the order for the recipient you are currently work with:
Selected ship to (3) must be different than current ship to (3).
You can copy as many items from as many different recipients as you want. The system logs the items that you have selected and does not copy them to the current recipient until:
• you select recipient and accept current for a recipient to accept the current recipient's information and switch to another recipient
• you select Exit to exit the screen.
• you select Acpt/Switch Rcp to accept the current recipient's information and advance to the Select Order Recipient Screen.
When you accept the current recipient's order information, the system advances you to the Display Selected Items Window. This window lists each item that you have selected to copy to the current recipient. In order to continue with the order, you must confirm the items that you wish to copy or delete them from the copy list.
Item information copied: The system copies the item to the current customer including any changes you have made to the item or any special characteristics of the item. For example:
• if you changed the price of the item and then copied the item to the recipient you are currently work with, the system would copy the item with the price you defined.
• if the item is defined as a special handling item or custom special handling item, the system advances you to the Work with Special Handling Screen or Work with Custom Special Handling Screen where you can enter the handling charge and the handling information.
• if the item is defined as a set master item, the system copies the item and its components. If you copy a component item, the system copies the item with a price of zero and retains the no charge flag and price override code.
• if the item is an accompanying item, the system defaults the accompanying item to the current recipient's order.
The system also performs the normal edits for items selected to copy to the current recipient. For example, if the item selected to copy uses a ship via that is not valid with the current recipient's zip code, an error message indicates:
Ship via (2) is not valid with ship to zip code (011).
Purpose: Use this window to review the items that you have selected to copy to the recipient you are currently working with and:
• add the items to the current recipient's order
• delete selected items from the copy list
• remove all items in the copy list
How to display this screen: At the Display Order Summary Screen,
• Select recipient and accept current for a recipient after you have previously selected items to copy.
• Select Exit after you have previously selected items to copy.
• Select Dsp Item to Copy.
• Select Acpt/Switch Rcp after you have previously selected items to copy.
Field |
Description |
Item |
The code for the item you have selected to copy. Alphanumeric, 12 positions; optional. |
SKU |
The SKU of the item you have selected to copy. Alphanumeric, three 4-position fields; optional. |
Qty (Quantity) |
The number of units of the item you selected to copy. Numeric, 5 positions; display-only. |
Screen Option |
Procedure |
Delete an item from the copy list |
Select Delete for the item you wish to delete to delete it. |
Add the items on the copy list to the current recipient's order |
Select OK. The system adds the items on the copy list to the current recipient's order. You can work with the items added to the order on the Work with Order Line Screen (Changing/Adding an Item). Note: You can only add the items to the current recipient's order if you advanced to the Display Selected Items pop-up window by selecting a recipient or selecting Exit or Acpt/Switch Rcp. |
Remove all items from the copy list |
Select Delete All to remove all items from the copy list. The system advances you to the Clear Selected Items pop-up window. Select OK to confirm the delete of all items or select Exit to cancel |
Purpose: Use this screen to select an existing recipient to work with or add a new recipient to the order.
How to display this screen: Select Acpt/Switch Rcp on the Display Order Summary Screen.
Field |
Description |
Order # |
The number of the order you are currently working with. Numeric, 9 positions; display-only. |
Sold to |
The number and name of the customer who placed the order. Sold to customer number: Numeric, 9 positions; display-only. Sold to customer name: Alphanumeric, 40 positions; display-only. |
Rcp |
The ship-to number of each recipient on this order. Numeric, 3 positions; optional. |
Customer # |
A unique number assigned to each recipient on the order. Numeric, 9 positions; display-only. |
Name |
The name of each recipient on this order. Alphanumeric, 40 positions; display-only. |
Sts (Order status) |
A code that indicates the current status of the order. Valid values are: • Suspended • Open • Held • Cancelled • Closed • Error • Purged The system places an order in a suspended status until the order is accepted (Acpt/Switch Rcp) and processed. Enter a status code to display status codes that match your entry. Optional. |
Merch amt (Merchandise amount) |
The total dollar value of merchandise on the order, which is calculated by multiplying the quantity ordered by the item's price. This amount does not include charges for freight (shipping), sales tax, or handling. Numeric, 9 positions with a 2-place decimal; display-only, updated by the system. |
Address (Customer address) |
The address for each recipient on this order. The address consists of the street address, city, state and zip code. Street address: Alphanumeric, 32 positions; display-only. City: Alphanumeric, 25 positions; display-only. State: Alphanumeric, 2 positions; display-only. Zip code: Numeric, 10 positions; display-only. |
Screen Option |
Procedure |
Select a recipient |
Select a recipient to advance to the Work with Order Screen of the selected recipient. |
Add a recipient to the order |
Select Add Recipient to create a new recipient for the order. See Adding a Recipient Order in Order Entry. |
Displaying Order Totals in Foreign Currency
Purpose: Use this function to convert, then display the order totals in the customer's currency.
Note: The foreign currency view is not necessary or correct if you process orders in multiple currencies by offer (the Multi Currency by Offer (E03) system control value is selected). In this situation, the dollar values on the order are already in the customer's currency.
Using this feature: Select Foreign Curr Dsp at the Display Order Summary Screen to convert the order totals to the customer's currency.
About currency conversion: When you select Foreign Curr Dsp, the system gets the country code for the sold-to customer (which is the customer who placed the order), then checks the Currency table.
If a currency code has been defined for this country, the system multiplies each order total bucket by the conversion rate, and displays the order totals in the customer's own currency. This way, the order total is more meaningful to the customer.
Example: A customer calls from Italy to place an order. You enter the order, then select Summary to review the order totals. Next, you select Foreign Curr Dsp to display the totals expressed in the customer's own currency. The system performs the currency conversion immediately, using the current conversion rate from the Currency table, and updates the order totals appropriately.
• The system issues a message if there is no currency record defined for the customer's country in the Currency table, and you will not be able to view the order totals in the customer's currency when you select Foreign Curr Dsp:
No currency match found for country XXX.
• The value in the Total field is the sum of all other order totals fields (Merch, Frt, Frt+, Chg, Tax, and Hnd); no conversion is performed on this field.
• Currency values extending beyond 2 decimal places are rounded up or down to the nearest dollar value.
• The country code and the currency code must be the same for order totals conversion.
• The order totals are converted using the current currency rate. This means that the order totals you see on this screen may be different from the order totals at shipping time.
• Selecting Foreign Curr Dsp toggles between displaying the order totals in the customer's (foreign) currency or in the system currency.
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OE01_20 OROMS 17.0 2018 OTN