Purpose: You can set defaults for several order entry fields on the:
A default is a valid code (value) for a field that will be used for each new order, until you override it manually. You can predefine values for these fields used in order entry:
• order type
• payment type
• salesrep number
• ship via
• country
In this chapter:
• Setting a Default Order Type
• Setting a Default Payment Type
• Setting a Default Salesrep Number
Why set defaults? One real advantage of defining defaults for these fields is that you will not have to reenter the same information for each new order that uses the same default. For example, if you are entering orders that will be delivered by Acme Shipping, you can enter the code for Acme Shipping in the Ship via field. All orders will be delivered by Acme Shipping until:
• You override the default in the Ship via field for an order.
• You reset the Ship via default to ship all orders by another shipper.
The defaults you set for order entry are used until you override them for an order or you specify different defaults on this screen.
What if defaults exist? The Order type, Salesrep number, Ship via and Country fields may already contain default codes when you first enter the Request Order Batch screen if defaults have been predefined in system control values related to these fields.
The defaults you set on this screen override the values defined in the related system control values; however, order entry uses the Order type, Salesrep number, Ship via and Country defaults from the System Control file if you do not define defaults for these fields on the Request Order Batch screen.
Purpose: Use this screen to define defaults for fields used in order entry.
How to display this screen: Enter OEOM in the Fast path field at the top of a menu or select Enter/Maintain Orders from a menu.
OER0143 ENTER Request Order Batch 3/09/99 15:09:59 KAL Co.
Are the orders batched? . . . . . . N (Y,N) Business to Business format . . . . N (Y/N)
--------------- Default Values --------------- Order type . . . . . . . . . . . . . . . . P Payment type . . . . . . . . . . . . . . Salesrep # . . . . . . . . . . . . . 5555555 Ship via . . . . . . . . . . . . . . . . 1 Country . . . . . . . . . . . . . . . . USA
F3=Exit F7=Maintain orders F12=Cancel F22=User defined option |
Other fields on this screen: In the upper half of this screen the system displays the Are the orders batched field and the Business to business format field.
• You can use the Are the orders batched field to switch the order entry mode to batch order entry. See Part B: Entering Batched Orders.
• You can use the Business to business format field to switch the order entry mode to business to business order entry. See Part D: Entering B2B Orders.
Note: If you do not have authority to the Business to Business Order Entry Format (A89) secured feature, the Business to business format field does not display on the Request Order Batch screen.
You can reset any of the defaults you set on the Request Order Batch screen by pressing F2 on the Select Customer Sold To For Order Screen.
Note: You return to the Select Customer Sold-to screen after you Press F9 to accept or F11 to reject a new order.
Change Defaults
--------------- Default Values --------------- Order type . . . . . . . . . . . . . . . . P Payment type . . . . . . . . . . . . . . Salesrep # . . . . . . . . . . . . . Ship via . . . . . . . . . . . . . . . . 1 Country . . . . . . . . . . . . . . . . USA
F12=Cancel |
You use the order type code to:
• Group orders on the system, for example, phone orders or business to business orders
• Trace how orders were received
• Monitor employee performance and accuracy
• Determine the sorting sequence of some reports
• Control the format of the order entry detail screen when using Header format only
You can create an order type for any category of orders, but some common order types are mail, phone, fax, business to business, retail, and e-commerce.
Effect on detail screen: The format of the order entry screen (when using default Header format only) can be line-by-line entry or full screen entry, based on the code in the Order type field.
Example: Phone orders use line-by-line entry because you need to process each line and provide immediate feedback to the customer. Alternatively, mail orders use full screen entry because you work directly off an order form and you need to enter order lines as quickly as possible.
You must enter an order type code sometime during order entry; however, you are not required to define a default order type.
Reserving against a non-allocatable warehouse: If the Reserve from Non-Allocatable Warehouse (J25) system control value is set to Y, the system allows you to reserve inventory against a non-allocatable warehouse. You can define a non-allocatable warehouse in the Retail warehouse field for the order type; any orders entered for this order type will reserve against the non-allocatable warehouse. If the item is not in stock, the system will backorder the item against the non-allocatable warehouse.
Your entry should not match the Order Type for Orders Brokered for Delivery (K91) or the Order Type for Orders Brokered for Retail Pickup (K92), or you will not be able to complete entry of orders with those types.
For more information: See Customer Service Chapter 1: Establishing Order Types (WOTY) for more information on order types.
Setting a Default Payment Type
Payment types used on orders fall into these categories:
• Cash/Check (prepaid)
• Credit Card
• Accounts Receivable (A/R)
• Cash on Delivery (COD)
• Coupon/Credit
When to define this default? You might want to define a default payment type for entering mail or fax orders if you sort these orders by payment method before entry.
You can also use the System Control file to define whether to default in the pay type used on the customer's previous order. You can define a particular pay type to default, or all pay types. If you use the System Control file to specify defaulting the previous pay type, and if the pay type is a credit card, the system will provide the customer's credit card number and expiration date as well. If you use the Request Order Batch screen to define a default pay type, however, it will override any default pay type defined in the System Control file.
Note: You cannot default a payment type to a business to business order.
For more information: See Accounts Payable Chapter 5: Working with Pay Types (WPAY) for a complete discussion of payment types.
Setting a Default Salesrep Number
The salesrep number is a code for the person who is credited for making the sale on a new order. When you enter a sales representative number on an order, you link the order to this person for sales and commission reports.
Note: The salesrep number can be different from the person who entered the order in order entry.
You can enter a salesrep number during order entry; however, a salesrep number can default from:
• the Customer Sold-to record
• the value defined in the Default Salesrep Number (E86) system control value
For more information: See Accounts Payable Chapter 11: Working with Sales Representatives (WSLS).
The ship via is a code that represents a carrier or service that will deliver the order. It is useful to define a default ship via when:
1. The majority of your orders ship by one carrier, such as UPS.
2. You are entering "rush" orders for a particular shipper, such as Federal Express.
You must enter a ship via code during order entry; however, you are not required to enter a default ship via.
For more information: See Fulfillment Chapter 30: Working with Ship Via Codes (WVIA) for more information on ship via, including other situations when a ship via may default on an order.
The country is a code for the country to which orders will be delivered. It is useful to define a default country if the majority of your orders ship to the same country.
You must enter a country code during order entry; however, you are not required to define a default country.
For more information: See Customer Service Chapter 14: Setting Up the Country File (WCTY).
Screen Option |
Procedure |
Accept the defaults and advance to the next screen |
Press Enter. See Which Screen is Next? for more information. |
Switch to order maintenance so that you can update an existing order |
Press F7. See Customer Service Chapter 62: Introducing Order Maintenance. |
After you complete the ‘Request Order Batch screen and press Enter, you advance to the:
• Customer Selection Screen (CTI user) Select Customer Sold To For Order Screen (non-CTI user) if the Default Item Availability Screen in Order Entry (J60) system control value is set to N.
• Display Item Availability Screen (Reviewing Item Availability)if the Default Item Availability Screen in Order Entry (J60) system control value is set to Y.
| Chapter 1: Introducing Order Entry | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 3: Selecting Customers |
OE01_02 CWDirect 18.0 August 2015 OTN