Hold reason

The system places the entire order on hold; the order is not eligible for pick slip preparation when you enter a user-defined hold code.

You can set authority to release an order from hold at the user or user class level. This can be a blanket authority for all order hold reasons, or can be specific to individual reason codes. See Establishing Order Hold Reason Codes (WOHR).

You cannot set authority on placing on order on hold, only releasing.

Calc freight

The system suppresses all freight charges for new items (including freight and additional freight) when you unselect this field. If service charges by ship via would normally apply, the system suppresses these as well.

Conditions:

The system does not calculate freight for new items you add to the order when this field is unselected; the system charges the customer any freight previously calculated for existing order detail lines if using a line-level freight method.

The Recalculate Freight Default (F62) system control value controls the default setting of this field.

Attention

The system prints/does not print an attention line on the pick slip when you enter or delete a name in this field.

Collaborate Interface

If you change this field for a sold to or ship to address on an order which includes an open drop ship PO line processed through the CWCollaborate interface, CWSerenade sends the updated address information to the integrated system.

Changes to this field are not sent to Locate.

Mail

The system updates the Sold-to Customer record automatically when you change this value. A value of N indicates that the customer does not want to receive catalog mailings; use this to exclude this customer from any house lists you generate.

Rent

The system updates the Sold-to Customer record automatically when you change this value. A value of N indicates that the customer does not want you to sell his or her name to other companies for their mailing lists; use this to exclude this customer from any house lists you generate.

Name and Address

The system updates the Sold-to Customer record automatically when you change any customer address information, including: the prefix or suffix, first, middle, or last name, company name, street address, postal code, city, state, country, delivery code, day or third (fax or mobile) telephone number.

The system revises the Sold-to customer's match code based on the changes to the name and address.

Sold To/Bill To Link

A pop-up window displays when the Sold-to customer is linked to a permanent Bill-to account. The window allows you to apply the changes made to the Sold-to address to the Bill-to address as well. See Display/Update Bill to Screen.

Tax and Freight

Recalculates the tax and freight on the order.

VAT and Tax-Inclusive Pricing

If changing the shipping address on the order affects whether the order is subject to VAT and tax-inclusive pricing, the system will reprice any open lines based on this change. For example, if you have set up an offer price for an item of $1.00, and a tax-inclusive offer price of $1.50, this item will be repriced from $1.00 to $1.50 if you change the shipping address from a VAT-exempt state to a non-VAT-exempt state.

This repricing does not take place automatically for any line with a price override reason code, including incentive items, promotional items., etc. See Setting Up Order Entry Values for more information on VAT and tax-inclusive pricing.

CWCollaborate Interface

If you change these fields in a sold to or ship to address for an order which includes an open drop ship PO line processed through the CWCollaborate interface, CWSerenade sends the updated address information to CWCollaborate.

Locate Interface

If you change these fields in the shipping address for an order which includes an open drop ship PO line processed through the Locate Drop Ship Manager interface, CWSerenade sends the updated address information to Locate.

For more information: See CWCollaborate or Locate Drop Ship Integrations.

M/F

The system updates the Sold-to Customer record automatically when you change this value. A value of M indicates that the customer is male; a value of F indicates that the customer is female.

Delivery

The system uses a different rate table to calculate shipping charges if U.P.S. is the shipper when you change this value to/from business) or residence. A third value, no distinction is valid only for shippers other than U.P.S.

The system updates the Sold-to Customer record automatically when you change this value.

Condition:

The value in the Delivery field applies only to shippers that use rate tables to calculate shipping charges, such as UPS.

Restrictions:

You cannot change this value to No Distinction if U.P.S. is the shipper. (The system identifies the shipper as U.P.S. if the Type field in the Ship Via table is unselected. See Working with Ship Via Codes (WVIA) for more information.)

Phone numbers

The system updates the Sold-to Customer record automatically when you change these values.

Restriction:

You cannot delete all phone numbers if the system control value Require Phone Number in Order Entry/Order Maintenance (H01) is selected.

CWCollaborate or Locate Interface

If you change the Day or Primary phone field for a sold to or ship to address on an order which includes an open drop ship PO line processed through the CWCollaborate or Locate Drop Ship Integrations, CWSerenade sends the updated address information to the integrated system.

Email address

See Email Address Updates through Order Maintenance.

OptIn

Customer class

The system updates the Sold-to Customer record automatically when you change this value.

Conditions:

Required? The Require Customer Class in OE, WCAT, and WCST (H85) system control value defines whether this field is required.

Restrictions:

Secured? The Maintenance of Customer Class Field (B07) secured feature defines whether you can enter or maintain the customer class field at this screen.

Note: If the Require Customer Class in OE, WCAT, and WCST (H85) is selected and the customer does not have a customer class code assigned, a user who does not have authority based on the Maintenance of Customer Class Field (B07) secured feature will not be able to maintain the order.

Source

The system deletes the dollars and number of units posted to the original source code and posts this information to the new source code.

Conditions:

You cannot change the source code if any shipments have been made on the order.

Restrictions:

The source code override at the order header level must use the same freight and pricing methods.

The system does not update the source code at the detail line level when you update the source code on the order header.

Salesrep#

The system updates sales reports based on your entry of a different sales representative number.

New items are booked to the new sales representative number.

Sales representatives are defined in and validated against the Salesman table. See Working with Sales Representatives (WSLS).

Restrictions:

The Maintain Sales Rep # During Order Maintenance (B22) secured feature controls whether you can update the Salesrep field on the Work with Order screen in Order Maintenance. If you do not have authority to this secured feature, the Salesrep field is display-only.

Ship via

All open (unshipped) items ship by the new shipper.

A pop-up window opens confirming whether you want to recalculate freight charges for the order.

Note: If you change to an express bill Via, you must manually authorize active credit card pay methods.

Reviewing eligible ship vias and optionally selecting an override

You can prompt on this field to advance to the Valid Ship Vias for Window, where you can review valid ship vias for the order, including their overall shipping charges and expected delivery dates; optionally, you can select an override ship via.

Condition:

All open (unshipped) items ship by the new shipper.

Restrictions:

The shipper update on the order header screen affects all items except those with a ship via override.

Express bill: You cannot change the ship via to an express bill shipper if any order lines are reserved, or if there is a printed drop ship item.

Item ship via override: If item ship via overrides exist, the system verifies that the new shipper is eligible to ship the open items remaining on the order. If the new shipper is not eligible to ship an item on the order, the Ship Via Overrides for Item Window displays, requiring you to select a valid shipper for that item. See Working with Item Ship Via Overrides for more information on defining item ship via overrides.

Best way shipper: If you change the ship via to the Best Way Ship Via for Auto-Assignment (J67) and the Display Alternate Shipping Charges by Via Window in OM (I02) system control value is set to Y, the system assigns the “best way” ship via with the lowest overall shipping charges to the order. See the Best Way Ship Via for Auto-Assignment (J67) system control value for more information.

Van delivery shipper: If you change the ship via to the Default Van Delivery Ship Via (L07), the system verifies that the shipping address on the order qualifies for van delivery. If the order ship to does not qualify for van delivery, the system displays an error message and requires you to enter another ship via code: Van delivery ship via not allowed. See Van Delivery Processing for an overview.

Gift

When you select this field, you are prompted to enter the shipping address of the gift recipient.

The system suppresses prices on the pick slip for open (unshipped) items and prints a Gift Acknowledgment Card for the Sold-to customer when the gift order ships.

Condition:

The prices for all open (unshipped) items do not print on the pick slip if this field is selected.

Priority

Entry of a different reservation priority changes the priority of open (unshipped) items on this order for backorder or order reservation.

Condition:

All open (unshipped) items are assigned this reservation priority.

The reservation priority is used only by the Evaluate Backorders program and does not affect the Immediate Reservation program.

Warehouse

If you add or change the warehouse, the system:

• Applies the new warehouse code to each open line on the order.

• Removes the existing inventory reservations for the open order lines on the order that do not contain a printed quantity.

• Attempts to reserve the items on the order in the new warehouse specified. If an item is not available in the warehouse specified, the system assigns this warehouse as the backorder warehouse for the unreserved quantity of the item on the order line.

Condition:

If you change the warehouse code on the order header so that it no longer qualifies for van delivery, the system requires you to remove the Default Van Delivery Ship Via (L07) if it is defined on the order header. See Van Delivery Processing for an overview.

If you remove the warehouse, the system:

• Removes the warehouse code assigned to each open line on the order.

• Removes any existing inventory reservations for the open order lines on the order that do not contain a printed quantity.

• Attempts to reserve the items on the order using regular reservation logic.

Condition:

If you remove the warehouse code on the order header, the system requires you to remove the Default Van Delivery Ship Via (L07) if it is defined on the order header.

Associate

Updating to Controls whether the customer is eligible for associate (member) pricing discounts on new items on the order.

The system updates the Sold-to Customer record automatically when you change this value.

Condition:

If you select this value, only new items are eligible for associate pricing.

Restrictions:

The Change Associate Customer Flag (B10) secured feature controls whether you can change this setting; if you prohibit access to this feature, the system displays an error message if you try to change the value: Not authorized to change Associate Customer.

Discount %

Entering a discount percentage instructs the system to apply a merchandise discount against discountable items that you add to the order. The discount is not applied to existing items.

Condition:

Only new items are eligible for the discount percentage.

Est frt

You can enter an estimated freight charge for inquiry purposes only if you change the source code to one that uses the Actual (A) freight method.

Auto can B/O

Indicates whether the system automatically cancels any backordered items after the first shipment. The system cancels any unshipped lines during Confirmation.

Condition:

If you select this field, all open (unshipped) items will be canceled.

Cancel date

This is the last date on which the customer will accept receipt of this order. Orders still open on this date are printed on the Order Cancellation list; Customer Service uses this list to contact the customer and, if necessary, cancels the order through Order Maintenance.

Condition:

If you enter a date in this field, only open (unshipped) items will be affected by the cancel date.

Arrival date

This is the date on which the customer wants to receive this order.

Restrictions:

The system updates each open (unshipped) item on the order automatically with the new arrival date.

Tax code

This code controls the taxable status of the order.

Conditions:

The new tax code controls how the system calculates tax only for new item additions to the order.

Restrictions:

You cannot change the customer's tax code to taxable (T) from reseller (R) or exempt (E).

Rsl/Ex#

The system requires you to enter a reseller or tax exempt certificate number if you update the Tax code field with an reseller (R) or exempt (E).

PO#

The system validates that you do not enter a duplicate purchase order number for the same customer if the Verify Duplicate PO Numbers for A/R Orders (D80) system control value is selected.