Drop Ship Purchase Order Confirmation

Menu Path: Purchasing Images\bluerarw.gif Purchase Processing Images\bluerarw.gif Drop Ship Order Processing Images\bluerarw.gif Drop Ship Purchase Order Confirmation

Purpose

Prepare drop-ship purchase orders for invoicing.

Overview

Use Drop Ship Purchase Order Confirmation to create confirmed pick demands (and adjust inventory) for drop-ship orders so that the orders can be invoiced. For more information, see Drop Ship Orders Process Flow.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Drop Ship Purchase Order Confirmation window.

Show Data

Click this button to display records on the Results tab based on the criteria selected on the Selection tab. This button is only available if the Selection tab is displayed.

Select All

Click this button to select the check box in the Create column for all records displayed on the Results tab. This button is only available if the Results tab is displayed.

Deselect All

Click this button to clear the check box in the Create column for all records displayed on the Results tab. This button is only available if the Results tab is displayed.

Prep for Invoicing

Click this button to create confirmed pick demands for records for which the check box in the Create column is selected in the grid on the Results tab. Inventory is automatically adjusted for the confirmed pick demands. The confirmed pick demands can then be invoiced. This button is only available if the Results or Print Options tab is displayed.

Select Tab Fields and Buttons

Field or Button

Description

All Customers

Select this check box to display records for all customers. This check box is selected by default.

Customer Code

Enter a customer code for which you want to display records, or click the Lookup buttons to select a customer code. These fields are only enabled if you clear the All Customers check box.

Name (Customer)

Enter a customer name for which you want to display records, or click the Lookup buttons to select a customer name. These fields are only enabled if you clear the All Customers check box.

All Shipments

Select this check box to display records for all shipments. This check box is selected by default.

Shipment Number

Enter a shipment number for which to display records, or click the Lookup button to select a shipment number. This field is only enabled if you clear the All Shipments check box.

All Containers

Select this check box to display records for all containers. This check box is selected by default.

Container Code

Enter a container code for which to display records, or click the Lookup button to select a container code. This field is only enabled if you clear the All Containers check box.

Name (Container)

Enter a container name for which to display records, or click the Lookup button to select a container name. This field is only enabled if you clear the All Containers check box.

All Purchase Orders

Select this check box to display records for all purchase orders. This check box is selected by default.

From (Purchase Order)

Enter a purchase order number for which to display records, or click the Lookup button to select a purchase order number. If you want to display records for a range of purchase order numbers, enter the first purchase order number in the range. This field is only enabled if you clear the All Purchase Orders check box.

To (Purchase Order)

Enter the last purchase order number in a range of purchase orders for which to display records, or click the Lookup button to select a purchase order number. If you want to only display records for a single purchase order, you can leave this field blank. This field is only enabled if you clear the All Purchase Orders check box.

All Customer POs

Select this check box to display records for all customer purchase orders. This check box is selected by default.

From (Customer Purchase Order)

Enter a customer purchase order number for which to display records, or click the Lookup button to select a customer purchase order number. If you want to display records for a range of customer purchase order numbers, enter the first customer purchase order number in the range. This field is only enabled if you clear the All Customer POs check box.

To (Customer Purchase Order)

Enter the last customer purchase order number in a range of customer purchase orders for which to display records, or click the Lookup button to select a customer purchase order number. If you want to only display records for a single customer purchase order, you can leave this field blank. This field is only enabled if you clear the All Customer POs check box.

All Required Dates

Select this check box to display records for all required dates. This check box is selected by default.

From (Required Date)

Enter a required date for which to display records, or click the drop-down arrow to select a required date. If you want to display records for a range of required dates, enter the first required date in the range. This field is only enabled if you clear the All Required Dates check box.

To (Required Date)

Enter the last required date in a range of required dates for which to display records, or click the drop-down arrow to select a required date. If you want to only display records for a single required date, you can leave this field blank. This field is only enabled if you clear the All Required Dates check box.

All Order Dates

Select this check box to display records for all order dates. This check box is selected by default.

From (Order Date)

Enter an order date for which to display records, or click the drop-down arrow to select an order date. If you want to display records for a range of order dates, enter the first order date in the range. This field is only enabled if you clear the All Order Dates check box.

To (Order Date)

Enter the last order date in a range of order dates for which to display records, or click the drop-down arrow to select an order date. If you want to only display records for a single order date, you can leave this field blank. This field is only enabled if you clear the All Order Dates check box.

Results Tab Fields and Buttons

Field or Button

Description

Display Level

Select whether to display shipments, containers, purchase orders, or purchase order lines in the grid.

Click this button to move up one level in the display level hierarchy that controls the records displayed in the grid.

Click this button to move down one level in the display level hierarchy that controls the records displayed in the grid.

All//Related

Select All or Related. If you are drilling down into a specific purchase order for instance, Related is selected. It is then only showing you order lines for this purchase order. If you select All, all purchase order lines for all selected criteria are displayed. If you select Related, only lines are displayed for the selected criteria on the display levels above it.

Shipments/Containers/Purchase Orders/Purchase Order Lines

This grid displays shipments, containers, purchase orders, or purchase order lines based on the selected criteria on the Select tab after you click the Show Data button in the ribbon, based on the selected Display Level option. Select the check box in the Create column for records you want to prepare for invoicing. You can use the Select All or Deselect All buttons in the ribbon to select or clear the check box in the Create column for all displayed records. You can also adjust quantities for purchase order lines in the Quantity Selected column, and enter shipped weights for catch weight products in the Shipped Weight column.

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.