Recent Purchases Order Pad

Menu Path: None

To use Recent Purchases Order Pad, click the Recent Purchases button in the ribbon in O/E Line Item Entry.

Purpose

Enter products on an order based on a customer's recent purchases.

Overview

Use Recent Purchases Order Pad as an order pad based on a customer’s recent purchases. Order pads are a quick way of entering quantities of recurring products purchased by a customer.

Ribbon Home Tab Buttons

Button	Description
OK	Click this button to close the Recent Purchases Order Pad window, and create line items on the order for any products for which you entered information in the Items to Order grid.
Show Data	Click this button to display product codes for the selected criteria.
Line Item Entry	Click this button to display O/E Line Item Entry, which allows you to enter and edit order line items. This button is only available if the O/E Line Item Entry window is not already open.
Re-Price	Click this button to recalculate the price of order line items. This is generally used in conjunction with mix and match or family code pricing. For information on setting up family code pricing, see Family Price Maintenance. For more information on pricing, see Price Logic FAQ.
Order Pad Maintenance	Click this button to display Order Pad Maintenance, which allows you to add, change, or delete products listed on an order pad.
Remarks	Click this button to display Remark Entry, which allows you to enter remarks for a line item on the order. This button is only available if the Allow Order Pad Multiple U/M Entry check box is cleared in Customer Service Control Maintenance.
Remarks - Selling U/M	Click this button to display Remark Entry, which allows you to enter remarks for a line item entered in the selling unit of measure on the order. This button is only available if the Allow Order Pad Multiple U/M Entry check box is selected in Customer Service Control Maintenance.
Remarks - Stocking U/M	Click this button to display Remark Entry, which allows you to enter remarks for a line item entered in the stocking unit of measure on the order. This button is only available if the Allow Order Pad Multiple U/M Entry check box is selected in Customer Service Control Maintenance.
Product\Order Inquiry	Click this button to display Product / Style Order Inquiry, which allows you to view orders for a selected product.
Product Sales Inquiry	Click this button to display Product Sales Inquiry, which allows you to view sales for a specific product based on an invoice date range.
Price Matrix	Click this button to display Order Entry Item Price Lookup, which allows you to view applicable price matrixes for the selected product. This window also identifies the price source of the product.
Edit Sample Reason	Click this button to display Order Entry Sample Data Input, which allows you to enter sample data for a sample order line item. This button is only available if you are entering a sample order.

Main Tab Fields and Buttons

Field or Button	Description
Shipping Location	These fields display the order's shipping location prefix and name.
Sales Location	These fields display the order's sales location prefix and name.
Last X Days	Enter the number of days before the current date for which you want to view recent orders. This value defaults from the value entered in the Days for Recent Purchases field on the Order Entry tab in Customer Service Control Maintenance.
Order Pad Method	Enter an order pad method, or click the Lookup button to select an order pad method. For information on setting up order pad methods, see Order Pad Method Maintenance.
Items to Order	This grid displays products purchased recently for the customer based on the selected criteria. For each product you want to add to the order, enter data in the following columns: New Qty - Enter the quantity of the product to order. If the Allow Order Pad Multiple U/M Entry check box is selected in Customer Service Control Maintenance, two columns are available so you can enter an order line item in the stocking and selling units of measure. U/M Code - Enter the unit of measure for the ordered product. This value defaults to the selling unit of measure, but can be changed. This column is only available if the Allow Order Pad Multiple U/M Entry check box is cleared in Customer Service Control Maintenance. Unit Price - Enter the unit price for the ordered product. This value defaults to the product's unit price when you enter a value in the New Qty column. For more information, see Price Logic FAQ. If the Allow Order Pad Multiple U/M Entry check box is selected in Customer Service Control Maintenance, two columns are available so you can enter an order line item in the stocking and selling units of measure. Price Adj - Enter any price adjustments for the ordered product. For more information, see Price Logic FAQ. If the Allow Order Pad Multiple U/M Entry check box is selected in Customer Service Control Maintenance, two columns are available so you can enter an order line item in the stocking and selling units of measure. Promise Date - Enter the promise date for backordered products, or click the drop-down arrow to select a promise date. The promise date defaults automatically if Enter is selected for the Backorder Promise Date field in Customer Service Control Maintenance. If the Allow Order Pad Multiple U/M Entry check box is selected in Customer Service Control Maintenance, two columns are available so you can enter an order line item in the stocking and selling units of measure. Line Item Hold - Select the check box in this column to put a line item on hold. If this check box is selected, the line item cannot be picked or added to a planned bill of lading. If the Allow Order Pad Multiple U/M Entry check box is selected in Customer Service Control Maintenance, two columns are available so you can enter an order line item in the stocking and selling units of measure. VAT Taxable - Select the check box in this column for each product that is VAT taxable. VAT Exempt Reason Code - If a product is not VAT taxable, but is shipping to a VAT-taxable country, enter an active VAT exempt reason code to explain why the product is exempt from VAT, or double-click to select a VAT exempt reason code. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance. VAT-Inclusive Price - Enter the price, including VAT if the line item is VAT taxable. If the Allow Order Pad Multiple U/M Entry check box is selected in Customer Service Control Maintenance, two columns are available so you can enter an order line item in the stocking and selling units of measure. Sales Contract Code - Enter the sales contract code associated with each product, or double-click to select a sales contract code. For information on setting up sales contracts, see Sales Contract Maintenance. If the Allow Order Pad Multiple U/M Entry check box is selected in Customer Service Control Maintenance, this column is not available. Sales Contract Line Number - Enter a sales contract line number for each product that is associated with a sales contract line number. If the Allow Order Pad Multiple U/M Entry check box is selected in Customer Service Control Maintenance, this column is not available. Free Goods - Select the check box in this column for promotional zero-price line items for which the supplier will be billed.
Break 1-10	These fields display price breaks for the selected product.
Promotional Price	This check box is selected if the price displayed is calculated from a promotional price matrix.