You can use Sales Order Processing to enter and print quotes, orders, invoices, back
orders, and returns individually or in batches.
When necessary, you can enter drop-ship items on sales documents and determine
how quantity shortages will be handled for individual items or for entire
documents or batches.
You also can use Sales Order Processing to complete the following tasks:
• Transfer customer information from one document type to another
• Transfer item information and quantities from one document type to another
• Enter and post sales deposits
• Allocate and fulfill items on orders, fulfillment orders, and invoices
• Fulfill items separately from item allocation
If you use Purchase Order Processing, you can generate purchase orders from sales
documents.
If you use Receivables Management, customer balances are updated after the sales
transactions are posted.
If you use Inventory Control, item prices are calculated automatically on sales
documents and inventory quantities are adjusted when the sales documents are
posted.
THE FUNCTIONALITY OF THE SYSTEM YOU ENJOY
SURROUNDED WITH MORE FUNCTIONALITY AND EASE OF INFORMATION LOK UP.
Expanded Shipping Info
Without having to go between tabs in the OE screen
you can easily review the shipping information at
the top of the order.
Quick Link
Access a list of
documents without going
into another tab.
Expanded Item Info
The robust information your accustomed to seeing just more defined.
Tabs
The tabs you’ve
enjoyed before.
Hyperlinks
These will take you right to the table by
bringing up a screen.
Type Ahead
As you type, the system
will search the database
and come up with a likely
entry based on your input
before you complete
typing it.
Note Flag
If a note is attached to
an item record, currency,
customer ID, document
number, or any other
applicable field the note
symbol changes color.
Attaching Documents to
Any Note Field
Any note added to an applicable
field can have an attachment to it.
This attachment can be anything
from an image or video file to a
Word or Excel document.
Expand and Contract Button
The expand and contract will allow you
to show the components within a kit
or take them away with the click of a
button.
Redefined Header Tab
Only the information you need customized to
your needs, like User-Defined fields allowed in
the old version, allows you to customize your
header tab.
Mulitple OE Screens Open at Once
A break through with the technology backing the system is the most anticipated
enhancement! Here a user can have multiple simultaneuos Order Entry screens opened
up. This gives the user the ability to work on a large order and take care of another
customer without leaving the order originally being worked on.
