10.2.6.2 POS Defaults and Comments

These defaults and comments are used in “POS Order Entry” in POINT OF SALE (1.1) and printing. These defaults are Location specific.

Leave any item blank to not use the feature.

1. The Default Ship Via and the Default Tax Code is used when the customer does not have a default entered in "Customer Entry" in ACCOUNTS RECEIVABLE (6.1.1 field 19 page 2).

2. The Default Tax Code is used when the customer does not have a default entered in "Customer Entry" in ACCOUNTS RECEIVABLE (6.1.1 field 21).

3. Any item sold below the Minimum Gross Profit Percentage will display a warning at the bottom of an order in "POS Order Entry" in POINT OF SALE (1.1) screen.

4. Only those Price Codes to Display will be listed during “Inventory Inquiry” in POINT OF SALE (1.5).

Two Price Codes to always display are: Last Customer Price (Price Code 95) and Last Quoted Price (User Defined Price Code). These two Price Codes will help the Counterperson in discussing pricing with the Customer.

5. If the Customer Flag is turned on, the system will not prompt for the Counterperson Code during the same session “POS Order Entry” in POINT OF SALE (1.1). A session means that you did not return to the menu. At the next invoice, the system will assume the same Counterperson is writing the invoice.

6. If the Ignore Tax Indicator is turned on, the system will ignore the tax indicator field at the part number entry.

7. The Customer Entry Flag will allow the entry of Cash Customers or of Cash/Charge/COD customers in the "Customer Entry" file in ACCOUNTS RECEIVABLE (6.1.1) from the “POS Order Entry” program in POINT OF SALE (1.1). An entry of <Y> allows the entry of only Cash Customers. An entry of <C> allows the entry of Cash, Charge and COD Customers. If this field is left blank, you may not enter a customer into the Customer file.

8. The Cash Customer Name Flag allows the Cash Customer’s name to be changed on an order. This does not save the customer’s information in the “Customer Entry” file in ACCOUNTS RECEIVABLE (6.1.1) but will print their name on the order ticket.

9. If the Back Order Flag is turned on, Back Orders may be created. You also may set the Back Orders to “manual” entry. If the “Back Order Flag” is “M”, it will enable the manual creation of Back Order Quantities at “POS Order Entry” in POINT OF SALE (1.1). If set, then you will be able to manually create and modify Back Order Quantities before an order is finalized. Once finalized, the back order process will work as usual.

Back Orders affect the calculation of Order Level and Stock Level, thus affecting Purchasing. This is also recorded in the Back Order Report. You may Convert Back Orders to Debit Orders in "POS Order Entry" in POINT OF SALE (1.1).

If the "Back Order Flag" is "Y", the message "Enter Y to create a Back Order for this Invoice" will be displayed after the order is finalized in "POS Order Entry" in POINT OF SALE (1.1). You may set up a default answer for the Back Order message to be Yes or No for the individual Customer in “Customer Entry” in ACCOUNTS RECEIVABLE (6.1.1). The "Back Order Flag" must still be set on "Y" for this feature to be turned on.

If the “Back Order Flag” is “M”, it will enable the manual creation of Back Order Quantities at “POS Order Entry” in POINT OF SALE (1.1). If set, then you will be able to manually create and modify Back Order Quantities before an order is finalized. Once finalized, the back order process will work as usual.

10. You may have the Quantity Shipped dependant on the Quantity on Hand or be set by the Quantity Ordered with the Quantity Shipped Flag. If you do not have a valid Quantity on Hand, you should have the Quantity Shipped be set by the Quantity Ordered. Enter an <O> and press <ENTER> to have the Quantity Shipped to be set by Quantity Ordered. Enter an <H> and press <ENTER> to have the Quantity Shipped to be set by Quantity on Hand. Use this option if you have a valid Quantity on Hand.

If the Quantity Discount Calculation field is set to <S>hipped and the Quantity Shipped Flag is set to Quantity on <H>and in "POS Defaults & Comments", the Quantity Special Pricing will be calculated off of the Quantity Shipped. If the Quantity Discount Calculation field is set to <O>rder, the Quantity Special Pricing will be calculated off of the Quantity Ordered. This feature is used to give the Customer the Quantity Discount price if they order the correct amount, but you must Back Order a portion or all of the order. This may be treated as a "Rain Check" for the Customer.

NOTE - Any Back Orders created will also carry the discounted price, which will be maintained when Back Orders are filled.

11. The Bin Location Print Flag allows the bin location to be printed on invoices or pick tickets. Enter a <Y> and press <ENTER> to print the Warehouse Bin Location on ALL Orders (including Pick Tickets). Enter a and press <ENTER>, to print the Warehouse Bin Location on the Pick Tickets only. Enter an <N> and press <ENTER> to not have the Warehouse Bin Location printed on any Order.

12. If the List Price Print Flag is turned on, the List Price (Price Code 1) will be printed on the invoice when it is higher than the unit price. The List Price (Price Code 1) will print at the end of the description field.

13. The Invoice Comment will print on all of the invoices. There are two lines available.

14. The Bottom Invoice Comment will print at the bottom of all invoices.

15. The Invoice Print Prog Name is the program name for your invoice printing setup. This is preset. DO NOT CHANGE. This is set for the type of forms that you use.

Note - For advanced users only: If you are using the standard invoice print program INVOICE.PRINT, you may change the program to include Add-Ons. The new invoice print program is: IP.ADDON.

The print program INVOICE.PRINT.B2 will print the line items at 12-cpi, with the Bin Location on that line. The items: “Checked By” and “Pulled By” will be printed on the Invoice.

The screen will automatically go to page two. If the POS Defaults and Comments have been entered, you may go to page two with the <PAGE DOWN> key.

16. If the Prompt for Invoice Print is turned on, you will be prompted for a printer assignment when printing an order. The printer assignment prompt will also appear at "Print Orders By Ship Via" in POINT OF SALE (1.12).

17. You may select which counterpersons have permission to select the printer for Cash invoices. If Cash Printer Counterperson is left blank all counterpeople have the ability to select the printer for Cash invoices.

18. If you are validating invoices you will need to specify the Validation Ports to turn this feature on.

19. You may choose to Suppress Prices on Pick Tickets.

20. If you charge a restocking fee for credits you will need to enter the Restocking Fee Percent.

21. You then have the ability to have the system Automatically Calculate the Restocking Fee.

Helpful Hint: You can set up for Automatic Calculation of Restocking Fee and still edit the fee. To do this set the system with a Restocking Fee Percent, say "Y" to Automatic Calculation of Restocking Fee, and say "Y" to Prompt for Restock Fee. The system will calculate the fee and display it on the screen for editing.

22. To edit the restocking fee on credits you need to turn on the Prompt for Restock Fee.

23. The Gross Profit entered at the Auto Fillin of NOF (not on file) Cost is used to calculate the Cost from the Selling Price, or the Selling Price from the Cost, on Not On File parts sold at “POS Order Entry” in POINT OF SALE (1.1). (Example: If the Gross Profit is set to 10% and you enter a sale price of $11, the calculated cost will be $10.).

24. The Ignore Tax Number on Tax Calculation is used to disable the tax number entered in "Customer Entry" in ACCOUNTS RECEIVABLE (6.1.1 field 19) from affecting tax calculation. If ignored, the tax number is for informational purposes only.

25. The Inventory Tax Amount is an extra tax amount added to a Part Number Unit of Measure at "POS Order Entry" in POINT OF SALE (1.1). The system has been designed to calculate and report these taxes. The Inventory Tax Amount is located in "Inventory Entry" in INVENTORY (5.1.1 field 5). You must activate the Calculate Inventory Tax feature for the Inventory Tax to be calculated.

26. In order to activate printing the Hazardous Material Class Shipping Information on the Invoice, the Emergency Contact phone number and name must be entered.

Please refer to "Hazardous Material Codes Entry" in INVENTORY (5.1.13.1) for information on how to set up your Inventory with Hazardous Material Codes.

The screen will automatically go to page three. If the POS Defaults and Comments have been entered, you may go to page three with the <PAGE DOWN> key.

27. You may display the Unit of Measure of a Part Number at "POS Order Entry" in POINT OF SALE (1.1), even if there is only one Unit of Measure available. This will allow you to view the Quantity on Hand of every Part Number at the time of ordering.

28. The One Time Credit Limit Override allows for the Credit Limit Override for an order to still be in effect, even if the Order is put on Hold. The Order will retain the Override and does not ask for the Credit Limit Override Password again, UNLESS the Hold Order is more than a week old. After a week, the flag is reset and the Credit Limit Override is in effect again.

Please refer to Customer Credit Limit Check in the General Help Section in Procedures, for more information on how Credit Limit checking works.

29. You may have the Hazardous Material Shipping Class Information print on your Pick Ticket, along with your Invoice. You must have the Hazardous Material Emergency Contact entered (in field 26) to activate this feature.

Please refer to "Hazardous Material Codes Entry" in INVENTORY (5.1.13.1) for information on how to set up Hazardous Material Codes.

30. The Copy Payments on Account is used to activate the Copy Payments on Accounts to the Unposted Payment Entry program.

Please refer "Copy Payments on Account From POS" in ACCOUNTS RECEIVABLE (6.4.5) for information on copying Payments on Account to "Payment Entry" in ACCOUNTS RECEIVABLE (6.4.1).

31. The price that you last quoted the Customer on a part number can be recorded in a pre-set Price Code. The price will be recorded when the Quote Order is Printed or Faxed. This will not include the one time discount listed at the bottom of the Quote. If this is left blank, the feature will be disabled (even if a Price Code is called Last Quoted Price).

The Price Code must first be created in "Customer Price Code Entry" in SALES MANAGEMENT (2.2.2.1). You may not use Price Codes: 1 (List), 95 (Last Price), 98 (Replacement) or 99 (Warehouse). It is suggested to create a Price Code 94 or 96 for the Last Quoted Price Code.

32. You may set the Default Order Type that appears at "POS Order Entry" in POINT OF SALE (1.1) to be any Valid Order Type. Valid Order Types are: DI (Debit Order), CI (Credit Order), CO (Consignment Order), ME (Memo), QU (Quote), PA (Paid Out), PO (Payment on Account), SP (Special Order), TI (Internal Transfer), or WI (Warranty Order). If left blank, the default order will be DI (Debit Order).

33. You may set the sorting of Invoices and Pick Tickets to be by Bin Location or Part Number. When asked to Sort at "POS Order Entry" in POINT OF SALE (1.1) the default will appear at the prompt. If this field is left blank, you must enter in the response to the prompt. Enter a and press <ENTER>, to have the default Sort By to be by Part Numbers. Enter a and press <ENTER>, to have the default Sort By to be by Bin Location. Enter an <E> to sort by the Original Entry Sequence, and press <ENTER>. Just press <ENTER>, to leave blank, and not have a default.

If the Auto Sort Invoice option is set in “Customer Entry” in ACCOUNTS RECEIVABLE (6.1.1 field 52), it will override the Auto Sort Invoice in this program.

34. You may have the Pick Ticket automatically sort by Part Number or Bin Location. The Part Numbers will be sorted when you type PI to print your Pick Ticket at "POS Order Entry" in POINT OF SALE (1.1). If this field is blank, the feature is not turned on and the Part Number will not be automatically sorted. Enter a and press <ENTER>, to have the Part Numbers automatically Sorted by Part Number. Enter a and press <ENTER>, to have the Part Numbers automatically Sorted by Bin Location Just press <ENTER>, to leave blank, and not have the Part Numbers automatically Sorted.

You may override how an individual Customer’s Invoice is sorted in “Customer Entry” in ACCOUNTS RECEIVABLE (6.1.1 field 52). The Customer’s Invoice may be sorted by art Number, in Location, <G>roup Code or Original <E>ntry Sequence. If the Customer Entry Sort field is left blank, then the system Auto Sort Invoice default will be used.

35. You may have the Invoice (DI) automatically sort by Part Number or Bin Location. The Part Numbers will be sorted when you type P to print and finalize your Invoice at "POS Order Entry" in POINT OF SALE (1.1). If this field is blank, the feature is not turned on and the Part Number will not be automatically sorted. Enter a and press <ENTER>, to have the Part Numbers automatically Sorted by Part Number. Enter a and press <ENTER>, to have the Part Numbers automatically Sorted by Bin Location Just press <ENTER>, to leave blank, and not have the Part Numbers automatically Sorted.

36. The Quantity Discount Calculation feature is used in conjunction with the Quantity Shipped flag. It is used to give the Customer the Quantity Discount price if they order the correct amount, but you must Back Order a portion or all of the order. This may be treated as a "Rain Check" for the customer. If the Quantity Shipped flag is set to <H>and, you may use the Quantity Special Pricing. If the Quantity Discount Calculation field is set to <S>hipped, the Quantity Special Pricing will be calculated off of the Quantity Shipped. If the Quantity Discount Calculation field is set to <O>rder, the Quantity Special Pricing will be calculated off of the Quantity Ordered.

NOTE - Any Back Orders created will also carry the discounted price, which will be maintained when Back Orders are filled.

37. The "Warranty Credit Return" in POINT OF SALE (1.1) can be used to credit "demo" sales to reps and salespeople. This may cause Part Numbers to show a negative or a very low sales figure. In turn, this causes the Purchasing system to not re-order enough to fill sales and demos alike. There is a flag in "POS Defaults & Comments" that is used to Ignore WI Sales History. In essence, setting this flag will treat the demo items as sales, even though the items are returned partially used.

38. You may Enable Quantity on Hand Changes by line item, whether a Part is downcounted or upcounted in the Inventory during “POS Order Entry” in POINT OF SALE (1.1).

Use this feature when drop shipping from a Vendor. This is also very useful in those circumstances where you do not want a sale to affect your Quantity on Hand.

39. You may specify, on a line item basis, whether your Quantity Sales History is affected when you sell a part in “POS Order Entry” in POINT OF SALE (1.1).

40. The Automatic Round Customer Special Prices option allows you to round the Customer Special Pricing to the nearest $0.05 or $0.10.

The rounding affects only the cents. The following rounding options are available: Auto Round Up - everything rounds up to the nearest 5 or 0; Round Down - everything rounds down to the nearest 5 or 0; and Average Rounding - everything rounds to the nearest 5 or 0 (i.e.: 1-2 = 0, 3-4 = 5, 6-7 = 5, 8-9 = next higher 0).

41. The Salesperson Commission can be calculated on a Line Item Basis rather than the Total Invoice amount. If this feature is on, you may change the Commission Percentage on a line item.

The Line Item Commission calculation is for those Salespeople who have field #2 in “Salesperson Code Entry” in SALES MANAGEMENT (2.2.1.1) set to <L>ine. If the Salesperson is set to <O>rder, or the field is Blank, then the Salesperson Commission is calculated on the Order Total. This feature is an override for those Salespeople on the Line Item Commission only and will not affect those set to Order.

42. There are three options for checking a customer’s Credit Limit while at "POS Order Entry” in POINT OF SALE (1.1). Enter a <D> and press <ENTER>, to check the Credit Limit during Invoicing. Enter an <A> and press <ENTER>, to check the Credit Limit when the Invoice is Finalized or placed on Hold. Enter a and press <ENTER>, to check the Credit Limit both during and after POS Order Entry.

If set to After or Both, the Credit Limit will be re-checked if items are added to an Order pulled up off Hold.

Please refer to Customer Credit Limit Check in the General Help Section in Procedures, for more information on how Credit Limit checking works.

43. You may prevent a dollar amount discount from being recalculated when the total Invoice amount goes up. Back Orders will not have the discount carried over to them. If a Discount Percent is entered or the Invoice amount goes down, the Discount will be recalculated.

If a Customer Number is changed, and you enter a <R> to Recalculate, then the Discount will also be recalculated.

44. You may choose to Update the Sales History on Transfer Invoices. This will treat a transfer as a sale. The Location to retrieve is based on the Order Location rather than the Port Location.

45. You may also choose to Prevent the Transfer Invoices from Reallocating the Warehouse (Average) Cost on the Destination Location.

46. Enable Consignment Post - The <Y> option allows you to finalize Consignment and Consignment Credit Orders at “POS Order Entry” in POINT OF SALE (1.1). These items will then be posted to Accounts Receivable and the General Ledger.

Option <G> will post to General Ledger Only and therefore not require the user to maintain separate AR customer accounts to post consignments to, and consignments will not be part of the AR aging report. Consignments will be posted along with invoices in “Post Invoices to Accounting” in ACCOUNTS RECEIVABLE (6.3.3) but will only create the appropriate journal entry. Reporting can still be accomplished with the “Consignment Order Report” in POINT OF SALE (1.6.4).

Option <N> or blank will still be allowed and Quantity on Hold (QHD) may consequently still be wrong, so it should never be used. If a user wishes to continue to use this option then they should run the REBUILD.QHD program as a batch process every night to fix their QHD. General Ledger Inventory Value will never match the “Inventory Value Report” in INVENTORY (5.2.4) because journal entries will never be created for consignments.

47. Consignment Credits may be set to not affect the Quantity on Hand. The Quantity on Hand in "Inventory Entry" in INVENTORY (5.1.1 field 13) will not be changed if this feature is turned on.

48. Show Locations on Hold List limits the Hold Order Lookup (i.e. when a <?> is entered at the Order Number prompt) to only display the Hold Orders for the current location. The Hold Order Lookup that appears after a customer is entered will still display all Hold Orders for all locations for that customer.

49. The Enable Credit Invoice Checklist option allows a series of questions to be displayed at a Credit Invoice to validate the credit process. On generic CASH accounts, the question prompts are: reason, name of customer in front of you, home phone number and does the customer have the original receipt. On regular CASH and CHARGE accounts the only question prompts are: reason and previous invoice data. All of this information will be recorded in the bottom invoice comments along with a line that will print as follows: “Manager Approval: _____.” Use this line for the manager to initial on the credit invoice.

50. You may choose to have your Paid Outs posted to the General Ledger. When finalizing a Paid Out, you will be asked for the amount and the Paid Out Code. Paid Out Codes must be setup in “Paid Out Code Entry” (10.2.6.6) so that the Paid Out amounts may be posted to a specific General Ledger Account.

If set to <Y>, then Paid Outs made after the flag is set will be able to be posted to the General Ledger. Paid Outs made before this flag was set must be voided and recreated in order to Post.

51. The Payment location may be set to the Ordering Location or the Servicing Location. If this field is left blank it will default to the Servicing Location. This enables you to select which location number is used to create the payment record. Normally, the system uses the customer’s Servicing Location to assign a location number to the payment. This results in the payment hitting the General Ledger bank account of the Servicing Location, regardless of where the money was physically collected.

52. You may turn on the option to Show or Edit Customer Comments at the Account Status – Quick Summary (1.7 & 6.10.3).

53. You may Disallow Not on File Parts in “POS Order Entry” in POINT OF SALE (1.1). If this feature is turned on, you may not enter a Not on File part number in an Order.

54. You have the option of having the system automatically update Order records with the current Payment Terms every time the Order is accessed in “POS Order Entry” in POINT OF SALE (1.1). NOTE: If this feature is turned on, the Payment Term cannot be modified on the Order.

55. There is an option to automatically update the order records with the current Billto Customer every time an order is accessed in “POS Order Entry” in POINT OF SALE (1.1).

56. A Minimum Price can be set for a part that is sold at “POS Order Entry” in POINT OF SALE (1.1) If a Price Code is entered in this setup, then this price is the minimum price that will be charged. If the Minimum Price Code is a “hard” price (price entered, not calculated), then the Price Code must be entered into each part number in “Costs & Prices Entry” in INVENTORY (5.1.1 option C or 5.1.2). If the Minimum Price Code is a calculated Price Code, then this minimum price will be enforced on ALL parts. This minimum Price Code will override all other pricing, including special pricing. A warning message will appear in “POS Order Entry” in POINT OF SALE (1.1) if the minimum price has been reached.

57. You may Prevent Other Location Customers from buying from this location.

58. You may Update the Quantity Sales by the customer’s servicing location instead of the Order location. This does not affect Transfer Orders (TI). This feature is important when it does not matter from which of your locations your customer bought an item, but you want the Quantity Sales History to be recorded by the customer’s service location.

59. You have the option of printing the cash amount tendered on the Invoice at "POS Order Entry" in POINT OF SALE (1.1). This will also cause the cash amount tendered to be prompted before, rather than after, printing the Invoice. Enter <Y> to turn on this feature.

60. You may show the “Last Date Purchased” and the “Last Price” on line items when doing a Credit Invoice (CI) or Warranty Invoice (WI). You will then have the option to use the old price if the Price is different.

61. If the Past Due Check is set to Yes, then the system will only check if the Customer is Past Due when the Invoice is Finalized or a Dated Billing is printed.

62. You may Show the Customer's Servicing Location in the Customer Number Label.

63. You have the ability to make POS Order Location changes automatically. Enter <Y> to change the Order Location, if the Location does not match the Customer Servicing Location and press <ENTER>. Enter a <D> to Display a Warning Message only and press <ENTER>. Leave blank to disable this feature.

64. Print Haz Mat Shipper(Y/N). Enter <Y> to prompt for printing and Default to a Yes. Enter <N> to prompt for printing and Default to a No. Leave field blank to print normally without prompting.

65. You may Change the Price Code for the entire Order. Enter <Y> to Enable the Override of the Customer's Price Code on individual Orders at "POS Order Entry" (1.1).

66. Mandatory Ship Via - Enter <Y> to Make Ship Via a Mandatory entry in "POS Order Entry" (1.1 field 4).

67. You may Prevent Free Form Ship Via entry at "POS Order Entry" (1.1) by entering a <Y>.

68. You have the option to Prevent Lost Sales on BO, if enabled will Prevent recording Lost Sales on Back Orders. Enter <N> or Leave Blank to disable this feature. This option is provided to prevent Back Orders that already created lost sales from creating additional lost sales if the back order is back ordered again or shipped short. The downside of this feature is that new items that are added to a back order and short shipped will not record lost sales.

69. Print Superseded Part - If enabled Superseded Part Numbers entered at “POS Order Entry” will print on Pick Tickets and Invoices. The information will appear on the pick ticket and invoice after the line item. This will provide some benefit to those filling the order, and for the customer, who will see the original part that they ordered printed on the invoice.

70. Prompt for Order Placed By - If enabled you will be prompted for:

Placed by and Placed by Phone Number After entering the customer number in “POS Order Entry” in POINT OF SALE (1.1). If filled in, the Placed By fields will be added to the comments at the bottom of the order.

71. Check Price when Finalized - Enter <Y> to Check Prices when DI (Debit) or CO (Consignment) Orders are Finalized. If Prices are different then an option to Recalculate will be given. Enter <N> or Leave Blank to disable this feature. When finalizing a DI or CO with option or (dated billing) then you will receive a message similar to the following: The Customer's Current Price is different for lines 4 and 5. The Total Order Amount will go down 2.26 if Recalculated. Enter <R> to Recalculate Prices, <C> to Continue or <ENTER> to not finalize. If you enter <R> to recalculate the order, then you must enter or to finalize again. Enter <C> to continue to finalize the order without making any changes. Press any other key to abort finalizing the order. If you are saving the set up entered, you may copy this to ALL Locations. Enter a <C> and press <ENTER> to copy the set up to ALL Locations.

72. Enable Line Item Show Hist - Enter <Y> to Show previous Sales History on line items when entering any type of Order. The last few Sales will be displayed. If the option to Enable CI-Line Show Hist (field 60) is used the that will override this setting on <CI> and <WI> orders. If the item has never been sold to the customer the following message will be displayed: This item has Never been Sold to this Customer. Press <ENTER>

73. Enable Customer Ship Date - Enter <Y> to Enable a Prompt for Preferred Ship Date, accessible from the Ship Via field in "POS Order Entry" in POINT OF SALE (1.1). The Preferred Ship Date will print on Pick Tickets. Once this feature is enable in "POS Defaults and Comments, ALL new orders created will contain a Ship Date. This date will default to the current system date if the customer has not been set up with Preferred Ship Day(s). On new and existing orders, the date will be recalculated whenever the Customer Number or Ship Via code is changed on the order.

74. Prompt Forced Frt on Pick - Enter <Y> to Prompt for Forced Freight on Pick Tickts. This requires additional setups for Forced Freight in "Customer Ship Via Entry" in ACCOUNTS RECEIVABLE (6.1.9.1). Forced Freight will still be prompted for when finalizing orders if necessary.

75. Allow Qty Ord Mod on Web Ord - Enter <Y> to Allow Quantity Ordered to be Modified on Web Orders created through Customer On-Line.

76. Reprice Parts on Back Orders - Enter <Y> to Reprice Part Numbers when Converting Back Orders. Enter <S> to Reprice Superseded Part Numbers Only. Enter <N> or Leave Blank to Disable this Feature.

Note: Use the <Y> option if you want all part numbers to be re-priced based on current pricing when back orders are converted. Use the <S> option, to only re-price parts that have been superseded. This feature will be utilized during manual conversion of back orders in POS Entry (1.1) as well as the automated conversion of back orders via the Back Order Report (1.6.2) and while posting a receiver (4.1.1).

77. Ship Via Invoice Print Program - Enter Invoice Print Program Name to use instead of the regular Invoice Print Program when Printing Orders by Ship Via (1.12). Will print the "Customers Part Number" on the invoice print if the customer's part numbers are setup in Customer On Line Setup (10.6.X.1 field 15)

Note: If this field is filled, then this program will be used when batch printing orders instead of the regular Invoice Print Program setup in field 15.

78. Include Holds in Credit Calc - Enter <Y> to include hold orders in the credit limit calculation. Only DI, CI and WI Order Types will be included. If there is a billto then all hold orders for the other shiptos will be included also.

Note: This feature is to get a quick view of the customers pending sales for “credit limit” purposes.

The Unposted dollar amount represents the finalized orders that have not been posted. The Hold Order dollar amount represents DI, CI and WI orders that are on hold for this customer.

79. Change Port Location Prompt - Enter <Y> to prompt to change the Port Loc if the Location does not match the Order Loc or <A> to change Port Loc automatically. Enter <D> to Display a Warning Message only. Leave field Blank or <N> to disable this feature.

Note: When retrieving a hold order, the port location and the order location may not match. Printer assignments, along with other features, use the port location to determine what printers and setups to use to process the order. This feature allows a range of options in changing the port location to match the order location, or simply warning the user that the order location and port location do not match.

Retrieving orders with transaction types PA, PO, QU or SP will not affect the port location, nor will viewing a finalized invoice. When backorders are converted, the resulting DI will also be checked against the port location to determine if a change is needed.

It is recommended that all locations be setup with the same value in the new field in Point of Sale Defaults and Comments, to prevent confusion when switching port locations from one location to another.

80. Include Customer Price Code - Enter <Y> to include the Customer Price Code and Price when using Inventory Inquiry if not already included in Price Codes to Display (field 4).

Note: This flag allows the user to view the price code and price for a specific customer, even if the price code is not normally visible during inquiry. Any special pricing setup for the customer will be displayed.

81. Allow Acct Status Detail - Enter <Y> to allow Account Status - Detail to be accessed from the Account Status - Quick Summary screen.

82. Show or Edit Cust Memos - Enter <Y> to Show Customer Memos in Account Status - Quick Summary. Enter <E> to allow Editing of Customer Memos (in Customer Inquiry) in Account Status - Quick Summary.

83. Upd S/H with Inq Lost Sales - Enter <Y> to Record Lost Sales to Sales History when Created from Inventory Inquiry. Please note that Purging Lost Sales after running the Lost Sales Report will NOT remove amounts from the Lost Sales found in Sales History.

84. Auto Sort Quote - Enter Preferred method of Auto Sorting part numbers when printing a Quote. Leave Blank to NOT Auto Sort Quote. Valid Entries: art, in Location or Original <E>ntry Sequence.