Global Parameters Maintenance - Order Entry

General Information

This tab screen enables you to select preference settings that affect the way that orders are entered.

See Also

Global Parameters Maintenance - Overview

Business Rules

Set each business rule according to your company's requirement.

SET SHIP AHEAD AUTOMATICALLY ON NEW ORDERS

Ship-ahead enables the filled items in an order with both filled and back-ordered items to be shipped ahead of the back-ordered items. Check this box to default the ship-ahead button in order entry to the "on" position for all new orders. If an order has a combination of backordered and filled items, the filled items are automatically shipped ahead.

The button can be turned "off" by the order entry operator as required.

CLEAR SHIP AHEAD AFTER EACH SHIPMENT

Check this box to disable ship-ahead processing after the first ship-ahead. This ensures a maximum of two "automatic" shipments for any order with back orders. Of course, the ship-ahead can also be selected again manually when required in a future review of the order.

Leave the box empty and ship-ahead is applied as many times as necessary to fill remaining back-orders.

SPLIT PARTIALLY BACKORDERED ITEMS INTO TWO DURING ORDER ENTRY

Check this box and M.O.M. will create two lines on an order for an item that is partially backordered.  One line will contain the number of the item in inventory which is Committed.   The other line will contain the balance of the items that are on backorder.  When this box is not checked, a partially backordered line item will appear on one line with a status of PB (Partially Backordered).

Note: This option will also affect orders that are imported.

DELIVER PRODUCT TO BACK ORDERS ON PERMANENT HOLD

This question determines whether or not available new stock fills back orders for orders that have been placed on permanent hold. If an order is on permanent hold, it cannot invoice or ship. Check this box to allocate new inventory to permanent hold back orders. Leave the box empty to bypass permanent hold orders when product is received from suppliers or made available when returned by another customer.

SOURCE KEY IS REQUIRED ON NEW ORDERS AND CUSTOMERS

Check this box and M.O.M. does not allow a new customer or a new order to be saved (exited) without specifying a source key code. This prevents "unknown" or "untracked" prospects and orders.

DEFAULT ORDER SOURCE KEY TO CUSTOMER'S ORIGINAL SOURCE KEY

Many businesses like to track all customer profit from the source key of first contact. This check box enables you to set M.O.M. to default the source key on all downstream customer orders to the customer's first source key. Check this box and M.O.M. automatically substitutes the customer's original source key for all subsequent source keys for every order that the customer places.

SALES ID IS REQUIRED ON NEW ORDERS

Check this box and M.O.M. does not allow an order to be saved (exited) without selecting a Salesperson ID.

CATALOG CODE IS REQUIRED ON NEW ORDERS

Check this box and M.O.M. does not allow an order to be saved (exited) without selecting a Catalog Code.

ORDER TYPE CODE IS REQUIRED ON NEW ORDERS

Check this box and M.O.M. does not allow an order to be saved (exited) without selecting an Order Type Code.

CHARGE CREDIT CARD FOR THE FULL AMOUNT OF THE ORDER (INCLUDING BACK ORDERS)

Check this box and M.O.M. will charge the credit card(s) for the entire order.   The total charge will include backordered items.

Note: When choosing this option, you are selecting to charge the full amount of the order including backordered merchandise, shipping charges, and tax. This option may or may not be available depending on the criteria below:

Available  - If the order consists of BOTH committed internal items and backordered items.

Not Available - Ship ahead is enabled (automatically or manually) OR if the order contains drop ship item(s).

Once you've charged for the full amount of the order including backordered items and their corresponding shipping charges and tax, if you decide to ship ahead the fulfilled items, the difference will be refunded to your customer.

GIFT MESSAGE IS REQUIRED ON GIFT ORDERS

Check this box and M.O.M. will not allow an order with a Gift-To address entered, to be saved without a gift message.

PREVENT ORDER NOTES EDITING

Check this option to prevent users from altering or deleting entries in the Order Notes field located within the Instructions/Notes tab of the Order Entry Screen. Once an entry is made, M.O.M. will record the Date and Time along with the ID of the user who created the entry.

XBASE Expression for Alternate Order Number

An entry is required here only if you want M.O.M. to generate a secondary order number for order lookup. Do not make an entry here if Alternate Order Number is to be used for an order number imported from 1.) an order taking service bureau, 2.) another system, 3.) the SiteLINK web commerce option.

An XBASE format entry in this field determines how M.O.M. generates the Alternate Order Number. For information about the fields that can be used to create an alternate order number, consult the Order File (CMS.DBF) in the Data Dictionary in this On-Line Help. If you use more than one field name to create this number, separate the fields with +. This field is scrollable left/right to accommodate large entries.

Daily Announcement

This entry is optional. This is an order entry reminder or prompt displayed on the order merchandise screen before items are entered. It can be used to advise order entry personnel about a special sale or some similar purpose. Modify this field as often as required.

Order Hold Reason Codes

Create or edit reason codes that can then be selected when placing an order on hold. Selecting Order Hold Reason Codes allows you to create reports   to track the top reasons that orders are being held in M.O.M.

Product's Special Pricing Discounts

By selecting BASED ON THE TOTAL QUANTITY OF THAT ITEM IN THE ORDER , M.O.M. will discount that   item on the order depending on the total quantity of that item on the order, regardless of how many different lines that item appears on the order.  

To discount a certain item on the order for by each line that it appears, select BASED ON ONLY THE QUANTITY ON EACH LINE ITEM.  This will discount the quantity of that item per line on the order.

For instance, an order with 2 recipients  has a quantity of 6 of a certain line item.  Each recipient will receive 3 of the item.  There is a 10% discount on the item if there is a quantity of 3 purchased and a 25% discount if a quantity of 5 is purchased.  By selecting "Based On The Total Quantity Of That Item In The Order," M.O.M. will calculate a 25% discount because the entire order has 6 of the item.   If you select "based on only the quantity of each line item," then this item will receive a 10% discount because each line would contain 3 of this item.

Default Invoice Message

This is an optional entry. Enter a default sales message to be printed on customer packing slips and invoices in the "Message" area. Note: Custom messages written in Order Entry and messages set up for Source Keys take precedence over the Default Invoice Message.