Displaying More Options

Purpose: Press F10 on one of the following screens to display a screen that contains additional options related to order entry. These options are unavailable on the regular order entry screens.

Order entry:

• Work with Order Screen

• Work with Order Lines Screen (Adding Items to the Order)Work with Order/Detail Screen

Order maintenance:

• Work with Order Screen

• Work with Order Lines Screen

Display More Options Screen

OER0767 ENTER Display More Options 3/11/04 11:44:34 EZK Mail Order Order # . : 6086 - 001 Sold To . : 43 PARKSIDE APARTMENTS ATTN: MCSTAY, MATTHEW Bill To . : 42 A/R Credit Balance . : 1=Select Alt Currency View Ticklers Cust Action Notes Email for Order Pres Club Membership Customer Profile Email for Cust Sold To Customer Ownership Customer Notes Email for Cust Ship To Dsp Return Notices Void/Reprt Picks Email for Cust Bill To Display Picks Email for Cust Ind Brokered B/O Summary Ord Totals (all recips) Cust Email Addresses Telemarketing Spcls Cust Warranty Info Display Invoices Cust Memberships WW A/R Open Items Customer Affinity Dsp Ctn Contents Letter Request Dsp Batch OM Trans F3=Exit F12=Cancel

 

Note: Each field on this screen is display-only.

Field	Description
Order #	The number of the order and the order ship-to (shipping address) you are currently working with. Order number: numeric, 8 positions. Ship-to number: numeric, 3 positions.
Sold to	A unique number to identify the customer who placed the order, and the customer's name or company name. Customer number: numeric, 9 positions. Name: alphanumeric, 41 positions.
Bill to	The bill-to customer associated with the customer who placed the order. This number will be zero if the customer did not use an accounts receivable pay type, or a pay type with an accounts receivable alternate refund type, on the order. Numeric, 7 positions.
A/R credit balance	The total amount of A/R credit open items available to be allocated toward an open order. This credit total is not reduced by the total amount of invoice open items, and does not include credit open items flagged for refund checks and credit card credits or disputed items. Note: This field appears only in order entry/maintenance, and if the Allow A/R Credits as Payments (E81) system control value is set to Y. Numeric, 9 positions with a 2-place decimal.

Options on this screen:

• Alternate currency view: select this option to review order totals in the alternate currency (the currency defined for the offer associated with the source code on the order header). This option displays only if the Use Alternate Currency Pricing (H89) system control value is set to Y and the order is associated with an alternate currency. See Alternate Currency View Screen.

• Ticklers: select this option to work with ticklers associated with the order. See Work with Ticklers Screen. This option is available only if the Use Workflow Management (H96) system control value is set to Y.

• Customer action notes: select this option to enter, update, delete or resolve an action issue for a customer. A pop-up action window displays each time you select the customer until the issue is resolved. See About Customer Action Notes.

• Email for order: select this option to advance to the Work with Email by Order Number Screen, where you can review or work with emails sent to or received from the customer related to the current order.

• President’s Club Membership: select this option to advance to the President’s Club Membership Window where you can review president’s club membership information for the customer, such as the membership program, the cost of the membership, and when the membership expires. You can review President’s Club membership information only for customers that are currently a member of the President’s Club or an error message displays: Customer is not a President’s Club Member. See Customer Service President’s Club Memberships for an overview and required set up. This option is available only if the Use President’s Club Membership (H94) system control value is set to Y.

• Customer profile: select this option to create a demographic profile for the current customer, which may describe the customer's gender, age, income, geographic location, or other types of demographic data. See the Work with Customer Profile Screen.

• Email for customer sold to: select this option to advance to the Work with Email by Customer Sold To Number Screen, where you can review or work with emails sent to or received from the sold-to, ship-to, bill-to, or individual customer on the order.

• Customer ownership: select this option to work with products a customer owns. If customer ownership records have been defined for the customer, you advance to the Work with Customer Ownership Screen; otherwise, you advance to the Create Customer Ownership Screen.

• Customer notes: select this option to record or view information about the current customer. See Edit Customer Notes Screen.

• Email for customer ship to: select this option to advance to the Work with Email by Customer Ship To Number Screen, where you can review or work with emails sent to or received from the sold-to or individual customer on the order.

• Display return notices: select this option to advance to the Display Return Notices Screen, where you can review return notices related to SmartLabel returns. This option is available only if a Return Notifications record exists for the order. See Using SmartLabel Returns Processing for an overview.

• Void/reprint picks (order entry/maintenance only): select this option to void or reprint a pick slip for a previous order for the customer, if, for example, the customer wants to use a different shipping service. See the Reprint/Void Pick Slips by Order Screen in Fulfillment Reprinting and Voiding Pick Slips (WVRP).

• Email for customer bill to: select this option to advance to the Work with Email by Customer Bill To Number Screen, where you can review or work with emails sent to or received from the sold-to or bill-to customer on the order.

• Display picks: select this option to find out the status of picks printed for an order, such as when they were printed and/or confirmed. See the Display Pick Tickets for Order Screen.

• Email for Customer Individual:

• Order totals: select this option to view accumulated totals across all shipping addresses (recipients) on an order. See Display Order Totals Window.

• Customer email addresses: select this option to advance to the Work with Customer Email Address Screen, where you can review and work with email addresses for a sold-to customer.

• Telemarketing specials (order entry/maintenance only): select this option to view items on telemarketing special for this offer, which may lead you to upsell the customer. See Working with Telemarketing Specials.

• Display invoices: select this option to advance to the Display Invoices Screen where you can review invoices associated with the order.

• Work with A/R open items (order entry/maintenance only): select this option to review or work with the disposition of A/R credit and invoice open items for the bill-to customer associated with the customer who placed the order. This option is available only if the Allow A/R Credits as Payments (E81) system control value is set to Y. Additionally, the Access Work with A/R Open Items for Order Entry/Order Maintenance (A67) secured feature controls access to this function. See the Work with A/R Open Items Screen in Accounts Receivable Work with A/R Open Items (WARI).

• Letter request: This option is not currently supported.

• Ticklers: select this option to work with ticklers associated with the order. See Work with Ticklers Screen (order view). This option is available only if the Use Workflow Management (H96) system control value is set to Y.

• Customer warranty information: select this option to review, create, change, and delete customer warranty information for a product on the order. See the Work with Customer Warranty Information Screen.

• Customer memberships: select this option to review or work with membership programs you use to generate periodic orders for the customer. This screen displays each customer membership for the sold-to customer on the current order. This information appears only for the customer who purchased the membership, not the recipient (if any). If the membership was created through order entry rather than the Work with Customer Membership menu option, the order number appears on this screen. You cannot create a customer membership through this screen. See Working with Customer Memberships (WWCM).

• Customer affinity: select this option to display the Select Affinity Items Window listing upsell items for the customer placing the order. From this window you can select one or more items to add to the order. See Working with Customer Affinity Preferences (WCST).

• Display carton contents: select this option to review the contents of a carton that has shipped. This option is only available if the Use PkMS Interface Values (F31) system control value is set to Y.

• Display batch OM transactions: select this option to review errors created when the customer attempted to maintain or cancel this order from the web storefront. See Working with Batch Order Maintenance Transactions (WBOM).

• CC Application request: select this option to send a credit card application request to a credit card service to determine if the sold to customer on the order is eligible to apply for the credit card offer associated with the order. While the request is being processed, the operator can exit the Display More Options screen and continue entering the order. Note: This option displays only if a credit card offer is associated with the source code on the order and the CC application mode defined for the order type on the order is set to M (manual). See Processing Credit Card Applications.

• President’s Club Membership: select this option to advance to the President’s Club Membership Window where you can review president’s club membership information for the customer, such as the membership program, the cost of the membership, and when the membership expires. You can review President’s Club membership information only for customers that are currently a member of the President’s Club or an error message displays: Customer is not a President’s Club Member. See Customer Service President’s Club Memberships for an overview and required set up. This option is available only if the Use President’s Club Membership (H94) system control value is set to Y.

• Brokered B/O Summary: select this option to advance to the Brokered Backorder Summary Screen, displaying information about all backorder lines on the order that were sent to Locate’s Order Broker module for fulfillment. This option is available only if the order includes any brokered backorder lines. See the Order Broker Integration for background.

For more information: Each option available from this screen is described in Customer Service Displaying More Options.