Replacement Sales Order Create

Menu Path: Customer Service $Images\bluerarw.gif$ Order Processing $Images\bluerarw.gif$ Order Utilities $Images\bluerarw.gif$ Replacement Sales Order Create

Note You can also click the Generate Replacement Order button in the ribbon in Order Entry, Order Edit, or Order Inquiry to use Replacement Sales Order Create.

Purpose

Create replacement sales orders.

Overview

Use Replacement Sales Order Create to create replacement sales orders for return orders.

Note Replacement Sales Order Create uses the Order Import program to import a replacement sales order.

Creating Replacement Sales Orders

To create a replacement sales order:

Select whether to create replacement sales orders for a specific return order or order class, and then enter the return order number or order class.

NOTE If you accessed this window from Order Entry, Order Edit, or Order Inquiry, you cannot make this selection because you are creating a replacement sales order for a specific order.

If you are creating replacement sales orders for a specific order, select customer options for the replacement sales orders.
Enter an order class for the replacement sales orders.
Verify the correct order date and required date are entered for the replacement sales orders.
Select other options for the replacement sales orders.
Click the Print Options tab.
Select processing and output options for the Replacement Sales Order Activity Report.

NOTE You can only select a process option if you did not access this window from Order Entry, Order Edit, or Order Inquiry.

Click the Copy button in the ribbon to create the replacement sales orders. The Question dialog box appears, and asks you to confirm you want to create replacement sales orders.
Click the Yes button. The replacement sales orders are created and the Replacement Sales Order Activity Report is output.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Replacement Sales Order Create window.
Copy	Click this button to begin the replacement sales order creation or validation process.

General Tab Fields and Buttons

Field or Button	Description
Return Order Num/Return Order Class	Select one of the following methods for copying orders: Return Order Num - Create a replacement sales order for a specific return order number. Return Order Class - Create replacement sales orders for return orders from one order class. If you select this option, you must enter a returns type order class in the Return Order Class field for which automatic replacement sales orders are allowed. Note If you accessed Replacement Sales Order Create directly from Order Entry, Order Edit, or Order Inquiry, you can only copy from the selected order number.
Return Order #/Return Order Class	Enter an order or order class for which to create replacement sales orders, or click the Lookup button to enter an order or order class. This field is not enabled if you accessed Order Copy Utility directly from Order Entry, Order Edit, or Order Inquiry. Be careful when using this functionality because you could end up creating many unwanted sales orders (if you select the wrong order class).
All (Shipping Locations)	Select this check box to create replacement sales orders for all shipping locations. This check box is selected by default. This check box is only enabled if you select the Return Order Class radio button.
Shipping Location	Enter a shipping location prefix or name for which to create replacement sales orders, or click the Lookup button to select a shipping location. These fields are only enabled if you clear the All check box to the left of these fields.
All (Sales Locations)	Select this check box to create replacement sales orders for all sales locations. This check box is selected by default. This check box is selected by default. This check box is only enabled if you select the Return Order Class radio button.
Sales Location	Enter a sales location prefix or name for which to create replacement sales orders, or click the Lookup button to select a sales location. These fields are only enabled if you clear the All check box to the left of these fields.
Customer Option	Select one of the following options: Single Customer - Create one replacement sales order for the selected customer. All Billing Children - Create multiple replacement sales orders for all customers with the same billing customer selected. These radio buttons are only enabled if you select the Return Order Num radio button.
Customer Code	Enter a customer code, or click the Lookup button to select a customer code. The customer code in this field defaults to the customer from the order entered in the Order Number field. This field is only enabled if you select the Return Order Num radio button.
Order Class	Enter an order class for the replacement sales order(s), or click the Lookup button to select an order class. Note You can only select a sales type order class.
Order Date	Enter an order date for the replacement sales order(s), or click the drop-down arrow to select a date. This defaults to today's date.
Required Date	Enter a required date for the replacement sales order(s), or click the drop-down arrow to select a date. This defaults to today's date.
Cancel after Date	Enter a cancel-after date for all order line items, or click the drop-down arrow to select a date. For more information, see Cancelling Backorders FAQ.
Customer PO	Enter the customer purchase order number (if it is provided by the customer) for the replacement sales order. This field is only enabled if you select the Return Order Num radio button.
Pricing Option	Select one of the following options for pricing the replacement sales order(s): Zero Price - Set all prices on the replacement sales order(s) to zero. Reprice All - Recalculate all prices on the replacement sales order(s). Copy All Prices - Use the prices on the original order for the replacement sales order(s).
Copy Notes	Select this check box to copy notes to replacement sales orders. This check box is selected by default.
Copy Remarks	Select this check box to copy remarks to replacement sales orders. This check box is selected by default.
Validate and Copy/Validate Only	Select one of the following processing options: Validate and Copy - Verify the format of the data, and if it is valid, create the replacement sales order(s). Validate Only - Verify the format of the data only.
Log Errors Only	Select this check box to only display errors in the replacement sales order creation log file.

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. If you select this option, you cannot output using Scheduling Assistant. 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 and the number of copies to print in the Number of Copies 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. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
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	Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. This radio set is disabled if you are creating a replacement sales order for a single return order.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
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.