Purpose: This topic describes the differences you see during Order Entry when you work with an order in an order batch. This topic identifies the screen differences on each major Order Entry screen during Batch Order Entry. The screens display this way only if you select the Error order batches field at the Default Values for Orders Screen (Selecting Error Order Batches).
Only the fields and command keys that apply to Batch Order Entry are described in this topic.
Refer to Entering Orders for field-by-field descriptions and instructions for performing Order Entry. Whether entering batched or unbatched orders, this process remains the same.
When you complete the Batch Order Entry process, which means that you update and accept each order in the batch, you must accept the entire batch to release these orders on the system. See Accepting or Rejecting the Order Batch if you have completed the orders in the batch and wish to process or delete the batch.
In this chapter:
• Select Customer Sold To For Order Screen
• Work with Order Screen (Batch Order Entry)
Select Customer Sold To For Order Screen
Purpose: Use this screen to specify the customer for the order in the order batch, by:
• Entering the customer number, if you know it, or
• Entering information in any of the scan fields to obtain a list of customers who closely match this information, or
• Selecting Create to enter an order for a new customer.
How to display this screen: Select Create at the Work with Orders within a Batch Screen.
Note: If the ORCE Customer Integration (L37) system control value is set to INTERACT, you advance instead to the Customer Scan Screen.
About this screen: This screen is described fully in Selecting Customers in Order Entry; however, in batch order entry the Batch # field is listed at the top of the screen to indicate that you are entering orders for a batch.
Field |
Description |
The batch number for which you are entering the current order. The batch number is a number assigned by the system to a group of orders. Numeric, 5 positions; display-only, assigned by the system. |
Screen Option |
Procedure |
Review or update defaults for several Order Entry fields |
Select Change Defaults to display the Change Defaults pop-up window. See Setting Defaults in Order Entry. |
Enter an order for a new customer |
Select Create to advance to the Work with Order screen. See Entering Orders. |
Review the orders already entered in the batch |
Select Maintain to display the Work with Orders within a Batch Screen. |
Work with Order Screen (Batch Order Entry)
Purpose: The following screens identify the differences in the Order Entry screens when batching orders. See Entering Orders for a complete discussion and a sample of these screens.
Field |
Description |
Batch# |
The batch number for which you are entering the current order. The batch number is a number assigned by the system to a group of orders. Numeric, 5 positions; display-only, assigned by the system. |
Purpose: You return to the Work with Orders within a Batch Screen when you accept or reject each order in the batch.
Select one of the following options on the Work with Error Orders Batches Screen when you finish working with the orders in the batch:
• Select Edit/Accept to accept all the orders in the batch.
• Select Reject to reject and delete the entire batch.
See Accepting or Rejecting the Order Batch if you are through entering the entire batch.
