Defaults

These processing options control default search information for the Fulfillment Workbench Search form

1. From Status

Indicate the current point in the order process. You must specify an Order Activity Rule user defined code (40/AT) based on the order type and the line type that you are using.

The combination of the beginning status and next status must be a valid last status and next status combination in the Order Activity Rules table. During order inquiry, the system does not display orders that are not within the beginning and next status range.

2. To Status

Indicate the next step in the order process. You must specify an Order Activity Rule user defined code (40/AT) based on the order type and the line type that you are using.

The combination of the beginning status and next status must be a valid last status and next status combination in the Order Activity Rules table. During order inquiry, the system does not display orders that are not within the beginning and next status range.

3. Search on Last or Next Status

Specify which status codes the system uses to choose information to display on this screen. Values are:

Blank: Display all orders with a Last status that falls within this range.

1: Display all orders with a Next status that falls within this range.

4. From Date

Specify the from date default value that the system uses in the From Date filter field.

5. To Date

Specify the to date default value that the system uses in the To Date filter field.

6. Date Range Type

Indicate the date value from the Sales Order Detail File table (F4211) with which the system searches on orders. Values are:

Blank: The system retrieves orders based on the requested date.

1: The system retrieves orders based on the order entry date.

2: The system retrieves orders based on the promised ship date that the system populates during order entry.

3: The system retrieves orders based on the original promised date that is populated during order entry.

4: The system retrieves orders based on the date that the system confirms the for shipment. The system retrieves only those orders that the Shipment Confirmation program (P4205) has processed.

5: The system retrieves orders based on the date that the system printed the invoice for the customer. The system retrieves only those orders that the Print Invoice report (R42565) has processed.

6: The system retrieves orders based on the date that you enter in the memo-only, cancel field during order entry.

7: The system retrieves orders based on the G/L date. The system retrieves only those orders that the Sales Update report (R42800) has processed.

8: The system retrieves orders based on the promised delivery date that you enter at order entry.

9: The system retrieves orders based on the scheduled pick date for the order.

7. Branch Plant

Specify the branch plant that the systems uses as the default value in the Branch Plant filter field. If you leave this field blank, the system uses the value stored in the Default Location/Printers table (F40095).

8. Item Number

Specify the item number the system uses as a default value in the Item filter field.

9. Sold To Customer Number

Specify the sold to address book number the system uses as a default value in the Sold To filter field.

10. Order Type

Specify the order type the system uses as a default value in the Order Type filter field.

11. Show Unfulfilled Items Customers with Sales Orders

Specify the default option that the system uses to control the display of unfulfilled items and customers. Values are:

Blank: Sales Orders Only.

1: Unfulfilled Items with Sales Orders.

2: Unfulfilled Customers with Sales Orders.

12. Default Display of Kit Components

Specify whether the system displays kit components by default on the Fulfillment Workbench Search form. Values are:

Blank: Hide components. If you hide components by default, you can expand the components manually on the grid.

1: Display components.