Customer Future Order Allocate

Menu Path: Warehouse Management $Images\bluerarw.gif$ Allocations $Images\bluerarw.gif$ Customer Future Order Allocate

Purpose

Release customer future orders.

Overview

Use Customer Future Order Allocate to manually release future orders for a customer. Future orders are displayed for a specific shipping location, but can include all sales representatives or a specific sales representative.

Note You can only display customer future orders for all sales representatives if no sales representative is entered in the Sales Representative field for your user ID in User Extended Options. Sales representatives should not have access to Customer Future Order Allocate. Instead, they should access Customer Future Order Inquiry, which is the inquiry-only version of Customer Future Order Allocate.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Future Order Allocate window.
Show Data	Click this button to display customers with future ordered products on the Results tab based on the criteria selected on the Select tab.
Edit Remarks	Click this button to view remarks for an order.
Cancel Line	Click this button to cancel a selected order line. This will also reinstate inventory records for the selected product at the specified location.
Release Line	Click this button to release the selected order line.
Release Order	Click this button to release a selected future order. Note Releasing a future order not yet within the allocation days will convert the future quantity to a backordered quantity.
Release All	Click this button to release all future orders.
OK	Click this button to accept an action. This button is only available after you click the Cancel Line, Release Line, Release Order, or Release All button in the ribbon.
Cancel	Click this button to reject an action. This button is only available after you click the Cancel Line, Release Line, Release Order, or Release All button in the ribbon.

Select Tab Fields and Buttons

Field or Button	Description
All Sales Representatives	Select this check box to display customer future orders for all sales representatives. This check box is cleared by default, and is only enabled if no sales representative is entered in the Sales Representative field for your user ID in User Extended Options.
Sales Representative	Enter a sales representative, or click the Lookup button to select a sales representative. This field is only enabled if the All Sales Representatives check box is cleared. If a sales representative is entered in the Sales Representative field for your user ID in User Extended Options, this field defaults to that sales representative.
Location Prefix	Enter a sales location prefix for which to release future orders, or click the Lookup button to select a sales location prefix. For more information on sales locations, see Sales Location / Shipping Location.
Name	Enter a sales location name for which to release future orders, or click the Lookup button to select a sales location name. For more information on sales locations, see Sales Location / Shipping Location.
Future Priority	This grid displays the future order priority. To change the priority, click the up and/or down arrow buttons, and then click Apply.
Apply	Click this button to change the future order priority.
Sort by	Select whether to sort customers with future orders by customer code, customer name, or sales representative.
Position to	Enter a customer code, customer name, or sales representative to display at the top of the Customers with Future Orders grid on the Results tab.

Results Tab Fields and Buttons

Field or Button	Description
Customers with Future Orders	This grid displays customers with future orders that can be released after you select criteria on the Select tab, and click the Show Data button in the ribbon. Click a customer to display future orders that can be released for the customer in the Future Lines grid. Double-click a customer to display Customer Maintenance, which allows you to view detailed customer information. Note If you do not have access to Customer Maintenance, Customer Inquiry appears instead.
Sort by	Select whether to sort future order lines by order number or product code.
Position to	Enter an order number or a product code to display at the top of the Future Lines grid.
Show Data	Click this button to sort and/or position to data in the Future Lines grid.
Future Lines	This grid displays future orders that you can release. Double-click a future order to display Line Items, which allows you to view line item information for the order. Orders are listed by backorder release priority based on the product/location backorder release priority. After you click the Release Line, Release Order, or Release All button in the ribbon, you click enter a quantity to release in the Qty to Release column. Note Zero appears in the Qty to Release column if there isn’t sufficient available quantity, or if the order’s required date is not yet within the allocation days.
Available	This field displays the quantity available for the product.
Future	This field displays the future order quantity for the product.
Qty Selected for Release	This field displays the quantity available selected for release for the product.
Qty Due for Release	This field displays the future order quantity of the product that is due for release.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.