Important: This report is not currently implemented. When you generate this report, the system prints a generic document with the following information:
The requested document is not currently implemented: ORDERSUM
Purpose: You can use the order summary as an alternative to the pick slip to present the customer with information on a shipment. The order summary omits information required by warehouse staff but unimportant to the customer, such as warehouse locations and barcodes.
How to print: Complete pick/pack verification for a pick slip at the Pick Pack Verification Screen and accept your entries to generate an order summary, provided the Order Summary Print Program (K31) system control value specifies a valid program name. If you pack the pick slip contents into two or more cartons, the order summary does not print until you have packed all of the items on the pick slip.
Note: The order summary opens in a separate browser window while you are working in pick pack verification; it is not necessary to go to the Forms Management screen to view or print it.
Sample order summaries: See the graphical order summary sample and the non-graphical order summary sample . These samples were produced with the Order Summary Print Program (K31) system control value set to ORDERSUMG (graphical) and ORDERSUM (non-graphical).
Note: The information included on the graphical and non-graphical order summaries is the same; however, the graphical version also includes elements such as field labels, the company or entity logo, and text boxes to highlight the printed information.
Working with forms: See Forms Management (My Forms) for background on the order summary and other forms.
Contents:
Note: The information presented here is included on your order summary only if your print program supports it. The Order Summary Print Program (K31) system control value identifies the order summary printing program to use.
Header information:
• Logo (graphical order summary only). You can include a company logo or an entity logo. See Setting Up Company Logos for Forms and the Print Entity Image (K35) system control value for background and setup information.
Important: Company and entity logos on forms is not currently implemented.
• Order #: The order number and the ship-to number, separated by a hyphen.
• Order date: The date the order was placed. In company date format.
• Order level message: Order level messages are comments entered on the order for the customer, such as a gift message, or delivery instructions for the shipper. You can enter a message at the Work with Order Messages Screen, available by selecting Messages in order entry, order maintenance, or standard or streamlined order inquiry. The print flag must be set to Print on Both or Print on Picks at the Work with Order Messages screen for the message to print on the pick slip. The pick slip includes up to four lines of order messages.
• Sold-to name and address, including:
- Company
- First name, middle initial, last name
- Address line 1
- Apartment (prints next to address line 1)
- Address line 2 (lines 3 and 4 do not print)
- City, state, postal code
- Country (The country code prints only if you are shipping to a country other than the default specified in the Default Country for Customer Address (B17) system control value.)
• Ship-to name and address, including:
- Company
- First name, middle initial, last name
- Address line 1
- Apartment (prints next to address line 1)
- Address line 2 (lines 3 and 4 do not print)
- City, state, postal code
- Country (The country code prints only if you are shipping to a country other than the default specified in the Default Country for Customer Address (B17) system control value.)
Note: The following message line indicates the total number of cartons used to pack this pick slip only. If the order generated additional pick slips, they are not included in the carton count indicated:
You will be receiving your shipped items listed below in 2 carton(s). Also included is a list of items on backorder, if any, which will be shipped to you when they become available. Any additional items you ordered are being shipped separately.
Which items are listed as shipped?
- Regular, inventory items that were printed on the pick slip
- Set items: both the set master and the components
- Non-inventory items, regardless of the setting of the Scan Non-Inventory Items (K34) system control value
Detail Information: The following information is included for each unit on the pick slip:
For each item listed as shipped, the order summary includes:
- Item/SKU: A code that represents a unit of inventory. The SKU code is included if the item is SKU’d. The item may have been ordered using a different item number if it is part of a set, or if it was ordered by alias.
- Quantity: The quantity of the item shipping on this pick slip.
- Unit price: The amount the customer pays for each unit of the item. No prices are listed for gift orders; for no-charge items, the unit price indicated is $0.00.
- Extension: The item price times the quantity shipped on this pick slip. Not included on pick slips for gift orders.
- Description: A description of the item. A description of the SKU is also included if the item is SKU’d.
Totals: After the shipped items, the order summary includes dollar totals for all items shipping for the pick slip, provided this is not a gift order:
- Merchandise: The total extended price of all items on the pick slip. This total does not include drop ship items, backordered items, items shipped separately, or items with allocation stock errors.
- Shipping and handling: The total shipping and handling for this shipment, including any freight, additional freight, duty, additional charges, and special handling (however, pick/pack verification is not normally used for pick slips that include items with special handling).
- Tax: The total tax for all items shipping on the pick slip. This total may include tax on shipping and handling, additional charges, and GST (Goods and Service tax) and PST (Provincial Service tax) tax rates which are specific to companies that operate in Canada and orders shipped to and within Canadian boundaries.
Note: Sales tax does not include VAT (Value Added Tax), a taxing method that applies in only certain states and countries and includes the tax in the price of the item.
- Total: Total merchandise, shipping and handling, additional charges, and tax, for this shipment.
Items listed as backordered: In addition to backordered items, this area of the order summary lists stored value cards, drop ship items, and items on other pick slips.
The information included for items listed as backordered:
- Item/SKU: A code that represents a unit of inventory. A SKU code prints if the item is SKU’d.
- Quantity: The quantity of the item that was ordered and is not included in this shipment.
- Description: A description of the item. A description of the SKU is also included if the item is SKU’d.
Additional information included on the order summary: The order summary includes pick messages set up at pick slip generation. These print at the bottom of the order summary, after the listing of any backordered items.
Information repeated on additional pages: If the order summary flows to more than one page, the logo, order number, order date, order messages, sold-to name and address, and ship-to name and address repeat at the top of each subsequent page.
Which items are not included on the order summary? The order summary does not include soldout items or membership items.
Information that is not included on the order summary: Unlike the pick slip, the order summary does not include:
- special handling description or information (however, pick/pack verification is not normally used for pick slips that include items with special handling)
- purchase order number
- line numbers
- ship via information
- customer number
- location code
- item comments or order line messages
- barcodes
