Order Edit

Menu Path: Customer Service $Images\bluerarw.gif$ Order Edit

Purpose

Enter, edit, or void customer sales orders, return orders, transfer orders, consignment orders, and quotes.

Overview

Use Order Edit to enter information to create, edit, or void orders based on an order class. Order classes affect the system in distinct ways -- they allow you to create customer sales orders, process merchandise returns, create price adjustment credits, process customer consignment orders, create location transfer orders, and provide customer quotes. You can set up a default order class for your user ID in User Extended Options. For more information, see Order Class Default FAQ. The Order Edit window is similar to the Order Entry window, except it does not open in New mode.

Tabs

Order Edit is divided into multiple tabs that include fields of related information. The following table lists the purpose of each tab.

Tab	Description
Main	This tab allows you to view or enter the general information for an order, such as the customer, type of order, shipping and sales locations, and the order required and shipping dates. To minimize user input, the order entry process contains many fields and buttons that are user defaults (assigned in User Extended Options), customer defaults (assigned to the customer record in Customer Maintenance), and system-wide order entry defaults (assigned in Customer Service Control Maintenance).
Items	This tab allows you to review line items on an order that were entered in O/E Line Item Entry.
Ship To	This tab allows you to enter or verify ship-to address information for an order. During order processing, the ship-to address information on this tab defaults from the customer’s primary ship-to address entered in Customer Maintenance. If no primary ship-to address is set up, the ship-to address defaults to the first active ship-to address for the customer. If you want to assign a ship-to address other than the default, select another of the available ship-to addresses. You can also create an on-the-fly shipping address for an order. Note You cannot edit an order's ship-to address if a pick demand or bill of lading is created for the order. This tab also includes tax options and route information.
Bill To	This tab allows you to enter or verify bill-to address and credit card information for an order. During order processing, the bill-to address information on this tab defaults from the bill-to address related to the ship-to address for the order. If there is no related bill-to address for the ship-to address, it defaults from the customer’s primary bill-to address entered in Customer Maintenance, or from the billing customer's primary bill-to address. If no primary bill-to address is set up, the bill-to address defaults to the first active bill-to address for the customer. If you want to assign a bill-to address other than the default, select another of the available bill-to addresses. You can also create an on-the-fly bill-to address for an order. This tab also includes credit card authorization information.
Additional Charges	This tab allows you to view and enter additional charges and credits for orders. Additional or miscellaneous charges can also be applied at the line item level in O/E Line Item Entry. To enter miscellaneous charges in this tab, you must have existing additional charges defined in Order Entry Additional Charge Maintenance. Additional charges can be any type of charge that you want to assign to an order, such as freight or shipping and handling, per unit charges, or per unit weight charges, and special discounts or allowances. This tab also includes freight calculations.
Relationships	This tab displays information about pick demands and invoices associated with an order. An order that is shipped is included on one or more pick demands, and after it is billed, it is included on one ore more invoices. This tab allows you to view information for these pick demands and invoices.
BOL	This tab displays pick information related to bills of lading for an order. A shipped order can consist of one or more pick demands, which may be on one or more bills of lading.
EDI	This tab provides a link between an order, its pick demand, its invoice(s) and planned and/or packed bills of lading. Use this tab if an order was sent via EDI, and an Advanced Shipping Notice (ASN) may be required for the customer.
Other Information	This tab provides 10 additional dates that relate to the order. These dates are typically used for custom logic and/or reporting requirements. This tab also allows you to enter an earliest ship date, a latest ship date, and additional EDI and miscellaneous data. This tab provides 20 user-defined fields for the order. The labels and validations for these fields are set up in User Defined Fields Maintenance.

For information on the steps required to process a sales order, return order, transfer order, drop shipment, customer consignment, direct ship, or quote, see Customer Service Process Flows.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Order Edit window.
New	Click this button to create a new order.
Edit	Click this button to edit the selected order. Note You cannot edit an order that is currently being edited by another user. If the order is closed, you can only edit the EDI spare and miscellaneous data on the Files and Other Information tabs.
Copy	Click this button to copy the selected order. When you click this button, the Order Copy Utility window appears. When you first open Order Entry, this button only appears after you click the Cancel button.
Void	Click this button to void the selected order. When you click this button, the Voiding Reason window appears, which allows you to enter a reason for voiding the order.
OK	Click this button to accept an action. This button is only available if you click the Edit or Void button in the ribbon. If you are editing an order on manual hold and the Allow user to release orders from manual hold check box is selected for your user ID in User Extended Options, you are asked if you want to release the order when you click this button. If you are using SmartyStreets for address verification and creating or editing an order for an address that is not yet verified, the address is verified when you click this button. If the address is ambiguous, you can select the proper address from a list of possible valid addresses. For information on setting up SmartyStreets address validation, see System ID Maintenance.
Cancel	Click this button to cancel an action. This button is only available if you click the Edit or Void button in the ribbon.
Print Order	Click this button to display Sales Order Print, which allows you to print an order acknowledgment. This button is only available if you are not creating, editing, or voiding an order. Note This button is not available for transfer orders.
Generate Replacement Order	Click this button to display Replacement Sales Order Create, which allows you to create a replacement sales order for a return order. This button is only available when you are not creating, updating, or deleting an order, and is only available if the Generate Replacement Sales Order check box is selected.
Hold	Click this button to put the selected order on hold. This button is only available if you click the Edit button in the ribbon. Note You cannot put an order on hold if it is already on EDI hold. If you put an order on manual hold and manual hold reason codes are set up, Hold Reason appears and allows you to enter a reason the order is on manual hold. You can only release an order from manual hold If the Allow user to release orders from manual hold check box is selected for your user ID in User Extended Options. You can release an order on manual hold in Customer Service Hold Management. Additionally, if you are authorized to release orders, you are asked whether you want to release an order on manual hold after you click the OK button in Edit mode.
Edit Items	Click this button to display one of the following, which allows you to enter or edit line items for an order: O/E Line Item Entry. Order Pad. Promotional Items. Recent Purchases Order Pad. Style Matrix Entry. Product Style Entry. The window that appears is based on the default entry method selected for your user ID in the Default Item Entry Method field in User Extended Options. You can only enter line items for a sales order after you select the customer for the order. This button is only available in New or Edit mode.
Process Commission Order	Click this button to process a selected drop-ship commission order. For more information, see Drop-Ship Commission Orders FAQ.
Shipment Tracking	Click this button to view package tracking information after products have been picked and shipped. This button is only available if you click the Relationships tab. For information on the default carriers for which you can track packages, and the carrier's Web sites, see Standard Carrier Alpha Code (SCAC).
Pack List Information	If the Main tab is displayed, click this button to display Order Pack List Information, which allows you to view and enter order information stored for trading partner pack lists. If the Items tab is displayed, click this button to display Line Item Pack List Information, which allows you to view and enter line item information stored for trading partner pack lists.
Order	Click this button to display Customer Order Inquiry, which allows you to view orders for a customer.
Credit	Click this button to display Customer Aging and Credit Inquiry, which allows you to view aging and credit information for a customer.
Product/Order	Click this button to display Product / Style Order Inquiry, which allows you to view orders for a product and/or style.
Customer Prepayment Inquiry	Click this button to display Customer Prepayment Inquiry, which allows you to view prepayment information for the order.
Group Order Detail	Click this button to display Open Order Inquiry, which allows you to view sales order information for a selected group order. This button is only available for quotes and group orders, and is only available if the Main tab is displayed.
Staged Order Inquiry	Click this button to display Staged Order Inquiry, which allows you to view the status of staged order picking for the selected order. For more information on staged orders, see Staged Picking Process Flow. This button is only available if the Main tab is displayed.
Shipper Select	Click this button to display Shipper Select, which allows you to select a shipper for the order. This button is only available if the Main tab is displayed, and only enabled if a ship-to address and order line item exists for the order.
Order and BOL Inquiry	Click this button to display Order and Bill of Lading Inquiry, which allows you to view the related information on the BOL and EDI for the order or the customer purchase order. This button is only available if the Main tab is displayed.
Factor Detail	Click this button to display Factor Detail, which allows you to review factor order approval export/import information for the selected order. This button is only available if the Main tab is displayed, and an order that uses finance-type payment terms is selected.
Contacts	Click this button to display Contact Maintenance, which allows you to view information for the order's customer, customer shipping, or customer billing contacts. This button is only available if you click the Main, Ship To, or Bill To tab. The icon for this button includes a check mark if contacts exist for the selected customer, ship-to address, or bill-to address.
Customer	Click this button to display Customer Maintenance, which allows you to view and update customer information. Note If you are not authorized to use Customer Maintenance, the Customer Inquiry window appears instead, and allows you to view information for the customer.
Customer Relationships	Click this button to display Customer Relationship Information, which allows you to view CRM tasks for the customer of the order. This button is only available if the Main tab is displayed.
Price Books	Click this button to display Price Books for Order, which allows you to select price books for the order.
Notes	Click this button to display Notes Entry, which allows you to enter notes for a selected line item (on the Items tab) or the entire order.
Product	Click this button to display Product Maintenance, which allows you to view and edit information for the product of the selected line item. This button is only available if the Items tab is displayed. Note If you are not authorized to use Product Maintenance, the Product Inquiry window appears instead, and allows you to view product information.
Remarks	Click this button to display Remark Entry, which allows you to enter remarks for a selected line item (on the Items tab) or the entire order.
Import Warnings	Click this button to display Order Import Warning/Error, which allows you to view order import warnings for the selected order. The icon for this button includes a check mark if warnings exist. This button is only available if you click the Items or EDI tab.
Contact Send History	Click this button to display Sent Documents History, which allows you to view documents sent to contacts for the order.
Attachments	If the Main tab is displayed, click this button to display Attachment Entry, which allows you to view and enter attachments for the order. If the BOL tab is displayed, click this button to display Attachment Entry, which allows you to view attachments for a selected bill of lading, such as a scanned image of the signed bill of lading. This button is only available if the Main or BOL tab is displayed.
Customer Service	Click this button to display User Extended Options, which allows you to set up order entry options for your user ID.
Re-Price	Click this button to recalculate the price of the entire order. This is generally used in conjunction with family code pricing. For information on setting up family code pricing, see Family Price Maintenance. For more information on pricing, see Price Logic FAQ. This button is not available for a return order if the Calculate Price for Returns check box is cleared for the order class of the order in Order Class Maintenance.
Undo	Click this button to back out or remove any processing performed while in Edit mode in O/E Line Item Entry before accepting an order. When you click this button, the Information dialog box appears, and asks you to confirm whether you want to undo changes.
View Carton	Click this button to display Carton Preview, which allows you to view carton details for the order. This button is only applicable if you have fixed cartons defined. When you click this button the software cartonizes all the unpicked items on the order to provide you with an estimate of the number of cartons that will be used to fill the order. Note It is only an estimate because it uses the order unit of measure, not the pick unit of measure (since the pick unit of measure has not been entered yet) and also, it packages items in line number order, which may be significantly different than the pick order when the pick demand is generated and printed. This button is only available for sales, transfer, and customer consignment orders, and only available if you click the Items tab.
Config. Kits	Click this button to display Configuration Kit Group Selection, which allows you to view and edit the components of a selected configuration kit. The icon for this button displays a check box if a configuration kit is selected. This button is only available if you click the Items tab and a work order has not yet been created for a configuration kit.
Additional Charges	Click this button to display Additional Charge Entry for the selected line item. This button is only available if you click the Items tab.
Disposition Code	Click this button to display Disposition Code, which displays the quantity returned for a return order, and the return code that was used. This button is only available if you click the Items tab.
Configuration Work Order	Click this button to display Configuration Kit Group Selection, which allows you to view the products for a selected configuration kit line item for which a work order was previously created. For more information on configuration kits, see Configuration Kit FAQ. This button is only available if you click the Items tab.
Line Item User Defined Fields	Click this button to display Line Item User Defined Fields, which allows you to view and enter data for user-defined fields associated with the selected line item. This button is only available if you click the Items tab.
Inventory Matrix	Click this button to display Inventory Matrix Inquiry, which displays inventory information for the selected product. This button is only available if you click the Items tab.
Release Inquiry	Click this button to display Blanket Purchase Order Inquiry, which allows you to view information about blanket purchase orders. This button is only available if you click the Items tab.
Auto Release	Click this button to display Automatic Release Creation, which allows you to automatically create a blanket purchase order release for a direct ship sales order. This button is only available if you are in Inquiry mode and you click the Items tab.
Release	Click this button to display Blanket Purchase Order Release Entry, which allows you to create a release for a blanket purchase order. This is only applicable for line items that are not flagged as direct ship line items. For more information, see Blanket Purchase Order Process Flow. This button is only available if you click the Items tab.
Shipping Options	Click this button to display Shipping Options, which allows you to select shipping additional services for the order. This button is only available if you click the Ship To tab, and only enabled for new orders after entering a customer.
Copy from Bill To	Click this button to copy the ship-to address from the bill-to address for the order. This button is only available if you click the Ship To tab, and only enabled if you are entering a new order or editing an existing order.
Validate Address	Click this button to verify the order's ship-to address using SmartyStreets. This button is only available if you click the Ship To tab, and is only enabled when creating or editing an order when you are using SmartyStreets address validation. For information on setting up SmartyStreets address validation, see System ID Maintenance. If you validate an address, and the address is ambiguous, Address Select appears, and allows you to select the proper address from a list of possible valid addresses.
Address Validation Detail	Click this button to display Address Validation Detail, which allows you to view address validation interface audit records. This button is only available if you click the Ship To tab, and is only used when using SmartyStreets address validation.
Credit Card Transaction Inquiry	Click this button to display Credit Card Transaction Inquiry, which allows you to view credit card transactions for the selected order. This button is only available when the order uses the credit card interface terms type.
Show Data	Click this button to refresh data for the selected order.
Calculate Sales Tax	Click this button to manually trigger the system to request AvaTax to calculate tax. This button is only available if you click the Ship to tab. This button is only enabled when in the new or edit mode.
Tax Interface Detail	Click this button to open Tax Interface Detail, which allows you to view the tax interface details for the selected order. This button is only available if you click the Ship to tab. For more information, see AvaTax Interface FAQ.

Main Tab Fields and Buttons

Field or Button	Description
Order Number	Enter an order number to view or edit the order, or click the Lookup button to select an order number. If you are creating a new order, this number is assigned automatically, and contains the sales location prefix. To select an existing order quickly, you can type the prefix, followed by a period, then the number. Example To access order number CH000000056, type ch.56. The order information appears when you press the Tab key.
Transfer	Click this button to select a transfer order. This button is disabled in New or Edit mode.
Ship To	Click this button to select an order using the ship-to address phone number or postal code. This button is disabled in New or Edit mode.
Order Priority	Enter the order priority. The priority is one component of determining the automated sequence of releasing backorders. For more information, see Backorder Release Priority.
Currency	Click the Lookup button to select the currency for the order. The currency defaults from the currency entered for the customer in the Default Currency field on the A/R tab in Customer Maintenance.
Customer Code	Enter a customer code for the order, or click the Lookup button to select a customer code. For information on setting up customer codes, see Customer Maintenance. If you want to create a customer on the fly, click the Customer button in the ribbon. If you are in Edit mode and you enter a customer code for a customer that is set up on a route, you are asked if you want to use the default route for the customer. For information on adding customers to routes, see Fleet Delivery Stop Maintenance.
Transfer to Prefix	Enter the location prefix of the location to which to transfer products, or click the Lookup button to select a location prefix. This field is only available for transfer orders. Note You cannot change the location prefix after the order is created.
EDI Review	This field indicates if a selected EDI order is waiting for EDI review. This field is only available for EDI orders.
Order Class	Enter the order class of the order, or click the Lookup button to select an order class. A default order class can be assigned by user or by customer. For more information, see Order Class Default FAQ.
Customer Name	Enter a customer name for the order, or click the Lookup button to select a customer name. For information on setting up customer names, see Customer Maintenance. If you are in Edit mode and you enter a customer name for a customer that is set up on a route, you are asked if you want to use the default route for the customer. For information on adding customers to routes, see Fleet Delivery Stop Maintenance.
Transfer To	Enter the location name to which to transfer products, or click the Lookup button to select a location name. This field is only available for transfer orders. Note You cannot change the location name after the order is created.
Order Date	Enter the date the order was placed, or click the drop-down arrow to select a date. During new order creation, this defaults to the current calendar date.
Customer PO	Enter a customer’s purchase order number (if provided by the customer). Note To require this field for a particular customer, select the Require PO Number check box for the customer on the Options tab in Customer Maintenance.
Shipper ID	Enter the shipper (freight carrier) for the order, or click the Lookup button to select a shipper. For information on setting up shippers, see Shipper Maintenance. The shipper defaults from the first shipper entered in the following hierarchy: Shipper ID field on the Ship-To tab in Customer Maintenance Shipper field on the Options tab in Order Class Maintenance Default Shipper field on the Sales tab in Customer Maintenance Preferred Shipper field on the Effect on Inventory tab in Customer Service Control Maintenance
Order Placer	Enter the person placing the order, or click the Lookup button to select the person. You can enter any name in this field or select a contact entered for the customer on the Contacts tab in Customer Maintenance. If a contact was selected as a default contact for the customer, that name appears as a default in this field after a customer is selected.
Shipping Method	Select Air or Ground as the shipping method. You can set up separate shipping rules for customers based on the shipping method. For more information on setting up customer shipping rules, see Customer Shipping Rule Maintenance.
Order Placer Phone	Enter the phone number of the order placer. This defaults if the order placer was a contact set up for the customer.
Freight Cap %	Enter the freight cap percentage for the sales order. If the calculated freight for a sales order exceeds this percentage of the order or shipment total, the freight is set equal to the calculated amount for this percentage. Example You enter 10 in this field for a sales order for $100. The freight is calculated for the order as $12. However, this is greater than 10 percent of $100 ($10), so the freight for the order is limited to $10. This percentage defaults from the customer. This field is only enabled if the Freight Free check box is cleared.
Required Date	Enter the date by which the customer wants the order shipped, or click the drop-down arrow to select a date. This defaults based on settings in Customer Service Control Maintenance and settings for the EDI trading partner, customer, and/or location unless you are using fleet delivery functionality. The required date controls when the line items on the order are allocated, any date-effective pricing (if Required Date is selected in the Pricing Option field in Order Class Maintenance), and credit checking (based on the number of days entered in the Future Credit Check Days field on the Credit Options tab in Customer Credit Rule Maintenance). If you change this date for a fleet delivery customer, you are asked if you want to set the route to the default route.
Required Date Days	This field displays the number of days that are automatically added to or subtracted from the required date for the customer's orders.
Sales Representative 1	Enter the primary sales representative for the order, or click the Lookup button to select a sales representative. This defaults from the sales representative entered for the customer's ship-to address in the Sales Rep 1 field on the Ship-To tab in Customer Maintenance. If that field is blank, it defaults from the sales representative entered for the customer in the Sales Representative 1 field on the Sales tab in Customer Maintenance.
Cancel after Date	Enter the cancel after date assigned to every new order line subsequently entered, or click the drop-down arrow to select a date. For more information, see Cancelling Backorders FAQ. After an order is saved, this field displays the earliest cancel-after date of the line items on the order. If none of the line items have cancel-after dates, this field remains blank. Note The cancel after date is only functional at the line item level. The date that appears in this field is the default date that is assigned to new line items entered subsequently (when first creating an order). If you edit an order and change this date, you are asked if you want to change the cancel after dates already assigned to previously entered line items. If you click Yes, the cancel after date is updated for all line items.
Sales Representative 2	Enter the secondary sales representative for the order, or click the Lookup button to select a sales representative. This defaults from the sales representative entered for the customer's ship-to address in the Sales Rep 2 field on the Ship-To tab in Customer Maintenance. If that field is blank, it defaults from the sales representative entered for the customer in the Sales Representative 2 field on the Sales tab in Customer Maintenance.
Sales Contract Code	Enter a sales contract code associated with the order, or click the Lookup button to select a sales contract code. Sales contracts are defined and maintained in Sales Contract Maintenance. This field is only available for sales orders.
Sale Type	Enter the sale type for the order (sometimes used for analytical reporting purposes), or click the Lookup button to select the sale type. This field defaults from the EDI trading partner associated with the order. If the order does not have an associated EDI trading partner or the trading partner does not have a default sale type, this defaults to the default sale type for your user ID (entered in User Extended Options). For return orders, this defaults to the default sale type for the associated invoice. For information on setting up sale types, see Sales Type Maintenance.
Terms	Enter the payment terms for the order, or click the Lookup button to select the payment terms. This field is only enabled if the Can update Payment Terms in Order Entry check box is selected in User Extended Options for your user ID. This defaults to the standard payment terms for the selected customer set up for the customer's credit rules. If you have selected None as the credit card interface, then the Payment Term Lookup window will not display the credit card type payment terms codes. The payment terms can be used to automatically calculate customer discounts. For more information, see Automatically Calculating Customer Discounts.
Price Book	Enter a price book, or click the Lookup button to select a price book. Note The Lookup window for this field only displays active price books. This field is only available for Sales, Quote or Customer Consignment type orders. This field defaults from the price book entered for the customer on the Sales tab in Customer Maintenance. If you want to assign multiple price books to an order, click the Price Books button in the ribbon. If multiple price books are assigned to an order, this field displays Multiple and is disabled.
Project #	Enter the general ledger project number for the order, or click the Lookup button to select a project number. This may be required if you have selected general ledger accounts that require a project number. Projects are defined in Project Maintenance.
Associated Invoice	Enter the associated invoice for a return order, or click the Lookup button to select an associated invoice. This field is only available for Return type orders. This provides a link to the original invoice. For more information, see Return Orders FAQ. NOTE This is a required field if the EDI 180 form is set up for the trading partner associated with the customer.
RA #	Enter the return authorization number (if it is different from the return order number). This field is only available for Return type orders. For more information, see Return Orders FAQ.
Quote Expiration Date	Enter the date that the quote will expire, or click the drop-down arrow to select a date. This field is only available for Quote type orders. For more information, see Quote Orders FAQ.
Quote Order Number	This field displays the quote order number if the order was copied from a Quote type order. This field is only available for orders copied from Quote type orders.
Billing Customer Code	Enter the billing customer code if the order is a drop-ship commission order, or click the Lookup button to select the billing customer code. This is typically a customer set up for the supplier of the products for the order. This field is only available if the selected order class is marked as being used for drop-ship commission orders. For more information, see Drop-Ship Commission Orders FAQ.
Commission Override Rate	Enter a commission override rate. An override rate entered in this field is copied to the individual line items on the order if the override is applicable (a warning message appears for each line item for which the commission override is not applicable). This field is only available if the Allow user to override sales commission rate check box is selected for your user ID in User Extended Options, and is only enabled if the Use Override Commission Rate check box is selected.
Use Override Commission Rate	Select this check box to use a commission override rate for the order. This check box is only available if the Allow user to override sales commission rate check box is selected for your user ID in User Extended Options, and is only enabled if a commission override is set up for the order date, customer, and sales representative. For more information on setting up commission overrides, see Commission Override Maintenance.
Customer Ref#	Enter the reference number that the customer uses to identify this return. This field is only available for Return type orders. For more information, see Return Orders FAQ. Example The customer is a mass merchant. They use this reference number on the return package and the payment remittance, which lists all chargebacks.
Billing Customer Name	Enter the billing customer name if the order is a drop-ship commission order, or click the Lookup button to select the billing customer name. This is typically a customer set up for the supplier of the products for the order. This field is only available if the selected order class is marked as being used for drop-ship commission orders. For more information, see Drop-Ship Commission Orders FAQ.
Pick Group	Enter a product pick group for the order, or click the Lookup button to select a product pick group. For information on setting up product pick groups, see Product Pick Group Maintenance. You can only enter a pick group for new orders that have no lines. If you enter a pick group, only products in the pick group can be entered for an order.
Order Created By	This field displays the user ID of the user who created the order.
Shipping Location	Enter the shipping location prefix or name for the physical location from where the products on the order will ship, or click the Lookup buttons to select a location prefix or name. This defaults from the shipping location for your user ID entered in User Extended Options, or if the Use Customer Location for option is Both or Shipping in Accounts Receivable Control Maintenance, from the selected customer ship-to address or the customer. For information on locations, see Sales Location / Shipping Location. Note If the Allow Multiple Location Ship from check box is selected in Customer Service Control Maintenance, you can select a different shipping location for each order line item in Location Selection.
Replacement Sales Order #	This field displays the replacement sales order number associated with a return order for which a replacement sales order was created. This field is only available for return orders for order classes that are set up to allow generation of replacement sales orders.
Sales Location	Enter the sales location prefix or name, or click the Lookup buttons to select the sales location prefix or name. The sales location is used for sales analysis and pricing. This defaults from the sales location for your user ID entered in User Extended Options, or if the Use Customer Location for option is Both or Sales in Accounts Receivable Control Maintenance, from the selected customer ship-to address or the customer. For information on locations, see Sales Location / Shipping Location.
Approval Code	This field displays the approval code for the financing institution for an order that uses finance terms. This field is only available if the selected order was released from finance terms hold in Credit Task Management using an approval code.
Order Status	This field displays the status of the order with regard to the order process flow. For more information, see Order Status FAQ.
Ship Complete	Select this check box if the order must be shipped complete (no backorders). If certain items on an order have not been allocated due to backorders or future allocations, this order will not be shipped unless all items are allocated and ready to be shipped. The default state of this check box depends on whether the Ship Orders Complete check box is selected for the customer on the Options tab in Customer Maintenance. If you select this check box, you cannot select the Ship Backorder Complete check box.
Ship Backorder Complete	Select this check box if backordered products on the order must be shipped all at the same time after inventory is adjusted for the first pick demand for the order. Example An order includes line items for three products, product A, B, and C. You select this check box, and product B and C are backordered. You ship and adjust inventory for product A. Product B and C cannot be picked and shipped until inventory is available for both products. If product B or C became available before inventory for product A was adjusted, the products could have been partially or fully shipped. The default state of this check box depends on whether the Ship Backorders Complete check box is selected for the customer on the Options tab in Customer Maintenance. If you select this check box, you cannot select the Ship Complete check box.
Do Not Send EDI	Select this check box if you do not want to process a credit memo via EDI 810 processing for a return order. This check box is only enabled if the selected customer is an EDI trading partner that uses 810 forms, the order is a return order, and the 810 form is set up to transmit credits on the Forms tab in EDI Trading Partner Maintenance.
Freight Free	Select this check box to override any freight charges normally associated with the customer for this order only. This check box is selected by default if the selected order class or freight collection terms are set up to default to freight free, or if the Orders Default as Freight Free check box is selected on the Options tab in Customer Maintenance (and the order class or freight collection terms do not override the customer setting). For more information, see Freight Free or Partial Freight Free Orders. Note If you do not want to directly bill for freight charges on an order, select this check box.
Ship Available at Cancel	Select this check box to ship available products and cancel order lines for unavailable products if any line item on an order is past its cancel-after date. If this check box is selected, pick demands can be created for any available and allocated quantity on the order, even if the order is marked to be shipped complete. The remainder of the order (the unallocated quantities) is then cancelled. This check box is only enabled if you select the Ship Complete or Ship Backorder Complete check boxes.
Future Credit Check	Select this check box if this order has not yet been credit checked because the required date is in the future and beyond the number of days entered in the Future Credit Check Days field on the Credit Options tab in Customer Credit Rule Maintenance.
Generate Replacement Sales Order	Select this check box to enable the creation of a replacement sales order for a return order. This check box is only available for return orders for order classes that are set up to allow generation of replacement sales orders.
Invoice Status	This field displays the status of the invoice created from the order. This field may display the following: Confirmed - The pick demands for the order are confirmed, but the invoice has not yet been created and inventory has not been adjusted. Ready to Invoice - Inventory has been adjusted for the pick demands, and the order is ready to be invoiced. For a return order, the return order credit memo has been authorized. Invoiced - The order was invoiced for products that were confirmed as shipped. Bad Accounts - There are certain accounts/masks that are either not valid or not defined for the order. You must use Pick Demand Account Resolution Update to correct/update any incorrect general ledger account masks before you can continue to invoice an order. Bad Project# - There is a project number that is not valid or not defined for the order. You can use Pick Demand Account Resolution Update to change the project number associated with the order. Ready to Review - The return order receipt was confirmed for a return order. Prepped - The transfer order was prepped. This status is only available for a transfer order.
Placed on Hold/Voided on	This field is only available after an order is placed on hold or voided. It displays the date the order was placed on hold or voided. For more information about on hold orders, see Orders On Hold.
Reason	Click this button to display On Hold Reason or Voiding Reason for on hold or voided orders. These windows allow you to view the reason an order is placed on hold or voided. You can also click this button to enter or edit a voiding reason for an order you are voiding if you are voiding an order, and have closed the Voiding Reason window.
Freight Collection	Enter the freight collection terms code for the order, or click the Lookup button to select the freight collection terms code. For information on setting up freight collection terms codes, see Freight Collection Terms Maintenance. NOTE If you do not want to include freight charges on invoices, you must select the Freight Free check box. That check box is selected automatically if the freight collection terms code or the customer is set up to default to freight free. These terms print on the pick demand (based on the first order on a pick demand if you are using pick demand consolidation). If the order is for a distribution center, this field defaults from the distribution center. Otherwise, this defaults from the freight collection terms for the customer ship-to address, or if that is blank, from the customer.
VAT Taxable	Select this check box if VAT is assessed for the order. This check box is selected automatically if all of the following are true: A VAT ID is set up for the order's sales or shipping location The customer's ship-to address is not exempt from VAT The order class for the order is not exempt from VAT This check box is not available for transfer orders, or if the country to which the order is shipping is does not use VAT. Note You cannot change this setting after a line item or additional charge is entered for the order. Note This check box is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
VAT Exempt Reason Code	If the order is not VAT taxable, but is being shipped to a VAT-taxable country, enter an active VAT exempt reason code to explain why the order is exempt from VAT, or click the Lookup button to select a VAT exempt reason code. If the customer ship-to address or order class is exempt from VAT, this defaults to the VAT exempt reason code for the customer's ship-to address or order class. This can also default from the default VAT exempt reason for the country to which the order is shipping. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance. This field is only available if the country to which the order is shipping uses VAT. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
VAT ID	This field displays your company's VAT ID for the shipping location of the order. This field is only available if the country to which the order is shipping uses VAT. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Consignment Loc	Enter the consignment location prefix, or click the Lookup button to select a consignment location prefix. This field is only available if you enter a customer consignment type order class.
Transmitted to Factor	Select whether the order information has been transmitted to the factor. These radio buttons are only available if you enter a finance terms payment terms code in the Terms field. The No radio button is selected by default until the order information is exported to the factor in Factor Order Approval Export. After order information is exported, the Yes radio button is selected automatically, but can be manually changed.
WMS Export Method	Click the Lookup button and select one of the following methods for exporting data for the return order to a WMS: API - Export return order data to a WMS using an API. No - Do not export return order data to a WMS. WMS - Export return order data to a WMS. This overrides the default settings for the location. This field is only available if the ship-to location for the return order uses a third-party WMS and users are allowed to change the export method for return orders in the location.

Items Tab Fields and Buttons

Field or Button	Description
Items	This grid displays information for line items on the order. For more information on this grid, see Order Entry Items Grid Columns.
Cube	This field displays the cubic volume in the default unit of measure for the shipping location.
Items Total	This field displays the total amount of the lines on the order.
VAT (Line Items)	This field displays the total VAT amount for line items. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Items Grand Total	This field displays the total amount of the line items, including any VAT amounts. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Estimated Margin	This field displays the estimated margin for all line items on the order. This is calculated using the following formula: (unit price + price adjustment - special cost) * quantity ordered NOTE This field is only available if you are allowed to view costs.
Units	This field displays the total quantity (regardless of unit of measure).
Sales Tax	This field displays the total sales tax, if any, on the order.
Estimated Margin %	This field displays the estimated margin percentage for all line items on the order. This is calculated using the following formula: calculated margin / ((unit price + price adjustment) * quantity ordered) NOTE This field is only available if you are allowed to view costs.
Weight	This field displays the total weight of products on the order.
Order Charges	This field displays the total amount of additional charges.
VAT (Order Charges)	This field displays the total VAT amount of order-level additional charges for the order. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Order Charges Total	This field displays the total amount of order-level additional charges for the order, including VAT amounts. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Cost Charge	This field displays the total amount of all additional cost charges.
Order Total	This field displays the sum of the values in the Items Total, Sales Tax, and Order Charges fields.
VAT (Total)	This field displays the total VAT amount for the order and line items. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Order Grand Total	This field displays the total amount of all lines, additional charges, and tax, and is equal to the sum of the Items Grand Total, Order Charges Total, and Sales Tax fields. This field is only available if the order is marked as VAT taxable or VAT exempt. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.

Ship To Tab Fields and Buttons

Field or Button	Description
DC ID	Enter the distribution center ID, or click the Lookup button to select a distribution center ID. You can only select a distribution center associated with the customer's EDI trading partner. For information on setting up distribution center ID's, see EDI Distribution Center Maintenance.
Validation Status	This field is only used when using SmartyStreets address validation. This field displays the status of address verification for the ship-to address as follows: Success – A valid address that passed the validation Failed – An invalid address that failed the validation. Known Address – A pre-defined customer ship to address. When the order ship-to address matches with the ship-to address in Customer Maintenance, the system displays this status, and the address will not be validated automatically. Skip Validation - A status displayed when the system skips validation because the order is not an EDI fulfillment order or the Validate Fulfillment Ship-to Address option is cleared in Purchase Order Options. NOTE If the validation status is blank, the system validates the ship-to address automatically at the end of Order Entry.
Name	Enter a ship-to address name, or click the Lookup button to select a ship-to address name. Click the S button to select a shared ship-to address. Note To set up shared ship-to addresses, use Shared Address Maintenance.
S	Click this button to select a shared ship-to address. Note To set up shared ship-to addresses, use Shared Address Maintenance.
Address 1	Enter the first line of the ship-to address.
Address 2	Enter the second line of the ship-to address.
Address 3	Enter the third line of the ship-to address.
City	Enter the city for the ship-to address, or click the Lookup button to select the city.
State/Province	Enter the state or province for the ship-to address, or click the Lookup button to select the state or province.
Postal Code	Enter the postal code for the ship-to address, or click the Lookup button to select the postal code.
Country	Enter the country for the ship-to address, or click the Lookup button to select the country.
County	Enter the county for the ship-to address.
Contact	Enter the contact name for the ship-to address. This defaults to the primary contact for the selected ship-to address, or the first contact for the ship-to address if a primary contact is not set up.
Phone	Enter the phone number for the ship-to address.
Save New Address	Select this check box to save the ship-to address.
Fax	Enter the fax number for the ship-to address.
Make Primary Address	Select this check box to make the ship-to address the primary ship-to address for the customer. This check box is only enabled if you select the Save New Address check box.
Email	Enter the email address for the ship-to address.
Shipping Account ID	Enter the shipping account ID for the ship-to address. If the order is for a distribution center, this field defaults from the distribution center. Otherwise, this field defaults from the customer's ship-to address.
Store ID	Enter the store ID for the ship-to address.
EDI Address	Enter the EDI address for the ship-to address.
Excise ID	Enter the excise tax ID for the ship-to address if the address is a tax warehouse. This defaults from the customer's ship-to address or the EDI distribution center.
Customer VAT ID	Enter the customer's tax identification number for VAT. Example For an Australian customer, enter the customer's Australian Business Number (ABN).
VAT Group	Enter the VAT group code and name for the ship-to address (if applicable). Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Clear	Click this button to clear all fields on the Ship To tab. This allows you to select a ship-to address (if available) using the Lookup button for the Name field.
Undo	Click this button to undo any entries or selections you have made on the Ship To tab. For example, if you added a phone number in the Phone field and realized it was incorrect, you can click this button to clear only that one field.
Tax Exempt	Select this check box to indicate the selected customer is exempt from paying taxes. If you select this check box, you must enter a valid state tax exemption number in the State Tax Exempt # field. Invoices generated against this order will not include sales tax if this check box is selected.
Question Status	Select this check box if you question the tax exempt status of the customer. If you select this check box, you should take further action to verify the validity of the tax exempt status of the customer.
State Tax Exempt #	Enter the state tax exemption number of the customer. This field is only enabled if you select the Tax Exempt check box.
Entity Use Code	Enter a custom code to indicate the type of tax exemption or click the Lookup button to select a standard code from the list. This field is only enabled when AvaTax interface is used and the Tax Exempt check box is selected.
Tax Jurisdiction	Enter the sales tax jurisdiction for the customer. If the Tax Exempt check box is selected, this jurisdiction is overridden and tax is not allocated on the order. This field defaults to the sales tax jurisdiction for the customer's primary ship-to address. For information on setting up sales tax jurisdictions, see Sales Tax Jurisdiction Maintenance. NOTE When the system uses AvaTax interface, the value for this field is automatically set to None.
Tax from Location	This check box is selected to indicate you want to apply any applicable sales taxes for this customer based on the shipping location’s tax jurisdiction. This check box is only enabled when the internal tax functionality is used. Note To select this check box, select the Tax Calculated from the Shipping Warehouse check box in Order Class Maintenance for the order class you want to use on an order.
Fleet Delivery	This check box is selected if the customer has a route and stop record defined. This implies that this customer's shipments will be made by your company's own delivery trucks. At least one route/stop record should be present for a customer ship-to address where fleet delivery is enabled.
Route/Stop	Enter the route and stop, or click the Lookup button to select a route and stop. If you change the route and stop for a fleet delivery customer, you are asked if you want to set the required date to the calculated date for the route.
Route	Click this button to display Customer Route Inquiry, which allows you to view customer routes and stops. You can only use this button if routes and stops were already set up for the customer. For information on setting up routes and stops, see Fleet Delivery Route Maintenance and Fleet Delivery Stop Maintenance.
FOB	Enter an FOB code, or click the Lookup button to select an FOB code. If the order is for a distribution center, this field defaults from the distribution center. Otherwise, this field defaults from the customer ship-to address, if an FOB code is set up for the address. If an FOB code is not set up for the address, this field defaults to the FOB code set up for the customer.
FOB Name	This field displays the FOB name.

Bill To Tab Fields and Buttons

Field or Button	Description
Name	Enter a bill-to address name, or click the Lookup button to select a bill-to address name.
Address 1	Enter the first line of the bill-to address.
Address 2	Enter the second line of the bill-to address.
Address 3	Enter the third line of the bill-to address.
City	Enter the city for the bill-to address, or click the Lookup button to select the city.
State/Province	Enter the state or province for the bill-to address, or click the Lookup button to select the state or province.
Postal Code	Enter the postal code for the bill-to address, or click the Lookup button to select the postal code.
Country	Enter the country for the bill-to address, or click the Lookup button to select the country.
County	Enter the county for the bill-to address.
Contact	Enter the contact name for the bill-to address. This defaults to the primary contact for the selected bill-to address, or the first contact for the bill-to address if a primary contact is not set up.
Phone	Enter the phone number for the bill-to address.
Fax	Enter the fax number for the bill-to address.
Email	Enter the email address for the bill-to address.
Billing Customer Code	This field displays the billing customer code for the order.
Name (Billing Customer)	This field displays the billing customer name for the order.
EDI Address	Enter the EDI address for the bill-to address.
Importer of Record Number	Enter the C-TPAT importer of record number for the bill-to address.
Clear	Click this button to clear all fields on the Bill To tab (except for the billing customer code and name). This allows you to select a bill-to address (if available) using the Lookup button for the Name field.
Undo	Click this button to undo any entries or selections you have made on the Bill To tab. For example, if you added a phone number in the Phone field and realized it was incorrect, you can click this button to clear only that one field.
Use Credit Card	Select this check box if the order requires the use of credit card authorization rules. If you select this check box, the Type, Number, Expiration, and Name fields become required fields. For more information, see Credit Card Number Entry. This check box is only available when the order uses the credit card interface terms type. If you select this check box, perform the following: If the customer’s default payment terms are not credit card payment terms, enter valid credit card payment terms in the Terms field on the Main tab. Enter a credit card sale type in the Sale Type field on the Main tab.
Manual	This check box is selected if the credit card has been manually authorized. This check box is only available when the order uses the credit card interface terms type.
Type	This field displays the credit card type for the credit card number entered in the Number field. This field is only available when the order uses the credit card interface terms type.
Number	Click the Lookup button to select a credit card number to use for the order. If a credit card has not been previously entered for the customer, click the New Card button to enter the credit card information. After you enter a credit card number, only the last four digits are visible in this field. This field is only available when the order uses the credit card interface terms type, and is only enabled if you select the Use Credit Card check box.
Expiration	This field displays the expiration date for the credit card number entered in the Number field. This field is only available when the order uses the credit card interface terms type.
Name (Credit Card Information)	This field displays the name on the credit card for the credit card number entered in the Number field. This field is only available when the order uses the credit card interface terms type.
Authorization	This field displays the credit card authorization number if the customer's credit card has been authorized for the order. This field is only available when the order uses the credit card interface terms type.
New Card	Click this button to display Credit Card Number Entry, which allows you to enter information for a new credit card for the customer. This button is only available when the order uses the credit card interface terms type, and is only enabled if you select the Use Credit Card check box.
Edit Card	Click this button to display Credit Card Number Entry, which allows you to edit information for an existing credit card for the customer. This button is only available when the order uses the credit card interface terms type, and is only enabled if you select the Use Credit Card check box. Note You must enter a credit card number in the Number field before you can use this button.
Manual Authorize	Click this button to display Credit Card Authorization, which allows you to authorize a credit card by entering an authorization number and amount. The authorization number and amount are an authorization number provided by the credit card holding institution upon verification of the customer's credit standing. This button is only available when the order uses the credit card interface terms type. Also, this button is only enabled if you select the Use Credit Card check box, and if the Can authorize credit cards at order time check box is selected in User Extended Options for your user ID. If the Can authorize credit cards at order time check box is not selected, the order is placed on credit card authorization hold, and must be released in Credit Task Management.

Additional Charges Tab Fields and Buttons

Field or Button	Description
Type	Enter the type of additional charge, or click the Lookup button to select an additional charge type. For information on setting up additional charge types, see Order Entry Additional Charge Maintenance. Click the Calculator button to display Calculate Shippable Charges, which allows you to calculate an additional charge type amount that can be used for payment (for which the Used As Payment check box is selected in Order Entry Additional Charge Maintenance). This type of charge is used to allocate a deduction or credit.
Freight	If there is no shipper selected for the order, click this button to display Shipper Select, which allows you to select a shipper for the order. If there is a shipper selected for the order, click this button to immediately calculate freight charges while processing an order for a customer. The freight is based on rates defined for the shipper ID of the order. Such a record is defined by associating a shipping location to a shipper ID and a shipping zone, then assigning rates based on weight limitations of the shipper ID. These associations are defined and maintained in Shipper Selection Rule Maintenance, Shipper Zone Maintenance, and Shipper Rate Maintenance. Note This button is only available if the Use Automatic Freight Calculations check box is selected in Customer Service Control Maintenance.
Cost Charge	This check box is selected if the additional charge type entered in the Type field is a cost charge.
Effect on Order	Select whether the amount will be added to or subtracted from the order. Note These radio buttons are disabled if you select an additional charge type for which the User Can Change Sign check box is cleared in Order Entry Additional Charge Maintenance.
Amount/Percentage (radio buttons)	This option specifies if the defined additional charge is based on an amount or a percentage.
Comment	Enter a comment for the additional charge. This field displays the default additional charge comment if it was defined with the charge in Order Entry Additional Charge Maintenance. If a default comment is displayed in this field, it can be edited, or erased altogether. Comments are generally assigned to further define the charge.
Amount/Percentage	Enter a monetary value or percentage of the additional charge. A percentage charge allocates a charge based on the total amount of line items less any line item additional charges.
Enter	Click this button to add the additional charge to the order. After you add the charge, it displays in the Additional Charges grid.
Add	Click this button to add the additional charge amount entered in the Amount field to itself or to the selected charge in the Additional Charges grid. Example If an amount charge is 3, and you click the Add button, 3 is entered in the Amount field. If you click the button a second time, 6 is entered. Additional clicks enters 12, 24, 48, etc. Note This button is only available for amount charges.
Clear	Click this button to clear the Amount field. Note This button is only available for amount charges.
VAT Taxable	Select this check box if VAT is assessed for the additional charge. This check box is selected by default if the order is VAT taxable, and is disabled if the order is not VAT taxable. This check box is only available if the order is marked as VAT taxable or VAT exempt.
VAT Class Code	Enter the VAT class code for the additional charge, or click the Lookup button to select a VAT class code. This defaults to the VAT class set up for the additional charge. This field is only enabled if the VAT Taxable check box is selected.
VAT Amount/VAT Rate	If the Amount radio button is selected, this field displays the amount of VAT for the additional charge, which is equal to the VAT rate for the additional charge multiplied by the amount of the additional charge. If the Percentage radio button is selected, this field displays the VAT rate for the additional charge.
Delete	Click this button to delete the additional charge selected in the Additional Charges grid.
Undo	Click this button to undo the last action taken in the Additional Charges tab.
VAT Exempt Reason Code	If the additional charge is not VAT taxable and the order is being shipped to a VAT-taxable country, enter an active VAT exempt reason code to explain why the additional charge is exempt from VAT, or click the Lookup button to select a VAT exempt reason code. This field defaults from several sources in the following hierarchy: Order Additional charge Order class Default VAT exempt reason for the country to which the order is shipping For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance. This field is only available if the order is marked as VAT taxable or VAT exempt.
VAT-Inclusive Amount	This field displays the sum of the additional charge amount and the VAT amount. This field is only available if the Amount radio button is selected. This field is only available if the order is marked as VAT taxable or VAT exempt, and the Amount radio button is selected.
Additional Charges	This grid displays all additional charges entered for an order. The Type column identifies the charge and the Sign column defines an addition to or subtraction from the order total. The % column displays NO if the charge is an amount charge, or YES for a percentage charge. If YES, the percentage column displays a percentage value; otherwise it displays 0.0000. The Tax column is the total tax allocated to the additional charge.
Items Total	This field displays the total amount of all line items for the order, including additional charges for the line items.
VAT (Line Items)	This field displays the total VAT amount for line items. This field is only available if the order is marked as VAT taxable or VAT exempt.
Items Grand Total	This field displays the total amount of the line items, including any VAT amounts. This field is only available if the order is marked as VAT taxable or VAT exempt.
Sales Tax	This field display the total sales tax for the order including sales tax for both line item and order additional charges.
Order Charges	This field displays the total amount of all additional charges for the order. Note Additional charges for line items are included in the value in the Lines Total field.
VAT (Order Charges)	This field displays the total amount of VAT for order-level additional charges.
Order Charges Total	This field displays the total amount of order-level additional charges for the order, including VAT amounts. This field is only available if the order is marked as VAT taxable or VAT exempt.
Cost Charge	This field displays the total amount of all additional cost charges.
Order Total	This field displays the sum of the values in the Items Total, Sales Tax, and Order Charges fields.
VAT (Total)	This field displays the total VAT amount for the order and line items. This field is only available if the order is marked as VAT taxable or VAT exempt.
Order Grand Total	This field displays the total amount of all lines, additional charges, and tax, and is equal to the sum of the Items Grand Total, Order Charges Total, and Sales Tax fields. This field is only available if the order is marked as VAT taxable or VAT exempt.

Relationships Tab Fields and Buttons

Field or Button	Description
Pick Demands	This grid displays all necessary information about pick demands for the selected order. NOTE The check box is selected in the Warehouse Confirm column for pick demands only if the Fully Confirmed check box is selected when the pick demands are confirmed. The Warehouse Confirmed by column displays the user ID of the user who selected the Fully Confirmed check box. Double-click a pick demand to display Pick Confirm Inquiry, which allows you to view detailed information for the pick demand.
Invoices	This grid displays all necessary information about invoices for the selected order. Double-click an invoice to display Invoice Entry, which allows you to view and update invoice information. Note If you are not authorized to use Invoice Entry, Invoice Inquiry appears instead, and allows you to view detailed information for the invoice. This grid is not available for transfer orders.
POs	This grid displays purchase orders for a selected transfer order. This grid is only available if a transfer order is selected. Double-click a purchase order to display Purchase Order Maintenance, which allows you to view and update the purchase order. Note If you are not authorized to use Purchase Order Maintenance, the Purchase Order Inquiry window appears instead, and allows you to view information for the purchase order.

BOL Tab Fields and Buttons

Field or Button	Description
Pick Demands	This grid displays all necessary information regarding pick demands and related bills of lading for the selected order.
Planned BOL's	This grid displays all necessary information regarding planned bills of lading for the selected order.
Total Cube (Planned Bills of Lading)	This field displays the total volume for the planned bills of lading for the selected order.
Total Units (Planned Bills of Lading)	This field displays the total number of units for the planned bills of lading for the selected order.
Total Weight (Planned Bills of Lading)	This field displays the total weight for the planned bills of lading for the selected order.
Packed BOL #'s	This grid displays all necessary information regarding packed bills of lading for the selected order. Double-click a bill of lading to display Bill of Lading Print, which allows you to print and process the bill of lading.
Total Cube (Packed Bills of Lading)	This field displays the total volume packed for bills of lading for the selected order.
Total Units (Packed Bills of Lading)	This field displays the total number of units packed for bills of lading for the selected order.
Total Weight (Packed Bills of Lading)	This field displays the total weight packed for bills of lading for the selected order.

EDI Tab Fields and Buttons

Field or Button	Description
EDI Partner	Enter the EDI trading partner ID for the order, or click the Lookup button to select an EDI trading partner ID. If the customer is associated with only a single trading partner, this defaults to that trading partner ID. If the customer is associated with multiple trading partners, this defaults to the default trading partner for the customer. This field is required if the customer for the order is associated with at least one trading partner. This field is disabled for transfer orders. Note This field cannot be updated for an order if a pick demand is created for the order. You also cannot update this field if the Can Update EDI Trading Partner in Order Entry is cleared for your user ID in User Extended Options.
EDI Release Date	This field displays the date the order was released from EDI hold.
Department Number	Enter the department number. Sometimes, especially with EDI orders from mass merchants, a department number is required for an order.
EDI Release Time	This field displays the time the order was released from EDI hold.
Internal Vendor Number	Enter the internal vendor number for the order. This value is typically passed from the inbound EDI data to outbound forms. Some vendors prefer to see this information when the document is sent back (via 856 and 810). Note You can update this field for closed orders.
EDI Release User	This field displays the user that released the order from EDI hold.
Alternate PO	Enter an alternate purchase order number for the order. You can use this number to consolidate invoices for multiple sales orders if the by BOL/Alt-PO/Bill invoice consolidation method is selected for the customer.
943 Count	This field displays the EDI 943 export count for the order.
Automatically Generate EDI Order Status	Select this check box to automatically send an EDI order status file when the order is updated based on the trading partner order status form settings in Form Options.
First 943 by	This field displays the user that imported the first EDI 943 for the order.
Last 943 by	This field displays the user that imported the last EDI 943 for the order.
EDI Order Date	Enter the date of the EDI order.
First 943 Date	This field displays the first date an EDI 943 was exported for the order.
Last 943 Date	This field displays the last date an EDI 943 was exported for the order.
EDI Order Time	Enter the time of the EDI order.
First 943 Time	This field displays the first time an EDI 943 was exported for the order.
Last 943 Time	This field displays the last time an EDI 943 was exported for the order.
Planned BOL's	This grid displays all necessary information regarding planned bills of lading for the selected order.
Pick Demands	This grid displays all necessary information regarding pick demands for the selected order.
Packed BOL #'s	This grid displays all necessary information regarding packed bills of lading for the selected order.
A/R Invoices	This grid displays all necessary information regarding invoices for the selected order.

Other Information Tab Fields and Buttons

Field or Button	Description
User-Defined Date 1-10	Enter the appropriate date in these fields. The label for each of these fields is set up on the User Labels tab in Customer Service Control Maintenance. Note You can update this field for closed orders.
Earliest Ship Date	Enter the earliest date that a shipment can be made.
Latest Ship Date	Enter the latest date that a shipment can be made.
EDI Spare 1-5	Enter additional EDI data in these fields. Note You can update this field for closed orders. Note You can only enter information in these fields if the Can update EDI spare fields in Order Entry check box is selected for your user ID in User Extended Options.
Misc Data 1-2	Enter miscellaneous data in these fields. Note You can update this field for closed orders.
Order User Defined 1-20	Enter the appropriate information in these order user-defined fields. The label names and validations for these fields are set up in User Defined Fields Maintenance.