Order/Parts Return Modify

This program allows you to modify an existing parts order or create a new order. (Click on a field name for an overview.)

You can begin by typing in a manufacturer, or using the down arrow lookup. If you are creating a new order type that number in the order # field or lookup existing orders

using the down arrow to select and order. Order can also be accessed by utilizing More Fields (F6)

You can find orders by

Part Number

Order Number

Invoice Number or

Customer Number

You can enter date and time stamped manufacturer notes. These notes can be printed and deleted.

By clicking all order, the program will display to you all parts on all orders in order number sequence.

This is to look at orders that are current or open (not received)

You can look at deleted and or receipted orders. Once selected you are in that "mode" until changed. The program will display deleted or receipted in the upper right hand corner of the screen. If current nothing is displayed in the upper right hand corner.

You can sort your orders by:

mfg/supplier, order #, part #

part number

order number

order type

order status

invoice number

To view all available function keys for this screen.

To finalize your order press cF5. This will date and time stamp you order, allow you to enter a mfg # and record the salesperson who finalized the order.

To view the CSPS options or Kubota

Orders by dealer

Backorders by dealer

PSO Inquiry

Priced PSO Inquiry

Continuous Discount by dealer

Enter the assigned number identifying the particular order number on which this part was ordered.

Enter the order type or press F2 to select from a list of existing order types.

Order types vary by manufacturers and the interfaces that are present

Example:

Daily stock order for New Holland are a type 2, if Kubota then the type is

ST, so utilize the F2 function key.

Order types that are constant across manufacturers are:

B Backorder

R Return

XO Transfer Out

XI Transfer In

Xo Pull - Transfer Out

Xi Pull - Transfer In

The transfer codes are utilized in the movement of your inventory between stores.

If you are using INPROC it is set to P if doing a transfer order. Otherwise it is set to F.

Enter the assigned number identifying the particular order number on which this part was ordered.

Enter the order type or press F2 to select from a list of existing order types.

Order types vary by manufacturers and the interfaces that are present

Example:

Daily stock order for New Holland are a type 2, if Kubota then the type is

ST, so utilize the F2 function key.

Order types that are constant across manufacturers are:

B Backorder

R Return

XO Transfer Out

XI Transfer In

Xo Pull - Transfer Out

Xi Pull - Transfer In

The transfer codes are utilized in the movement of your inventory between stores.

If you are using INPROC it is set to P if doing a transfer order. Otherwise it is set to F.

Enter the total number of units ordered for this part. Parts can be ordered in decimal quantities. On the individual part number, the flags inv/sell in decimals and order in decimals need to be set to "Y".

You may do one of the following:

Enter a part number
Press F2 for a list of existing part numbers
Press SF2 for a list of existing part numbers sorted by manufacturer/ suppliers

The description of the part number you selected will be automatically displayed upon selection.

This indicates the number of packages on order for this part.

This is the calculated value of the total units ordered for this part.

This is the number of units of this part that are in a single package. Most manufacturers require that you order in package quantity. If a package quantity is ordered, the QTY field on the Order Detail Entry screen will appear in RED.

Enter the current inventory count.

Enter the unit of measure used to sell the part. Even if you ordered the part in a different unit of measure, this is still how you sell the part. (i.e. if you have ordered oil by the barrel, you could still sell it by another measurement.)

This code was designed to identify the status of an order. It is user defined and any letters can be used based on the needs of your business. Possible values are (P)reliminary, (F)inal, (R)eceipted, and (B)ackordered. The system will place a "P" in the order status field for parts placed on order from an invoicing program and an "F" on parts placed on order from an ordering option or the Parts Information screen.

This is the date the order record was created.

Enter the date that the order is expected to be received.

This is the bin location where the part is expected to be stored when it is receipted.

This is the measured weight of the ordered part.

Enter any comments for this part, if applicable. If comments exist on a part number, the PartDesc field on the Order Detail Entry screen will appear in RED.

Enter the minimum number of packages that can be ordered.

This indicates the number of packages currenty on hand.

Enter the unit of measure used to order the part. (i.e. you may order oil in barrels but you sell it by the quart, liter, or other measurement.)

This field is populated from the price book when this information is provided. Please refer to your manufacturer’s information for details for the codes.

This is the number of the invoice which generated this order record.

This field is designed to enter in a date when the customer was last called. A pop up calendar is available using the down arrow.

You can enter the customer number this part was ordered for. I will also be populated when using order prompting.

You can use the down arrow to pull up the customer list.

This field is populated the customer account. You can also type in the customer name if you wish.

This indicates the cost for each part.

This field is auto-populated only from the Case and New Holland price book. However, it can be used to track specific marketing programs for other manufacturer’s parts as well.

This is the sales person attached to the invoice where the order originated.

This field contains the id of the person who made the call.

Enter the phone number of the customer for whom the part was ordered.

The list of existing order records are displayed. On the order records are the part number, the quantity ordered, the manufacturer/supplier, the order number, the order type, the return code, the short part description, the order status, and the extended cost.

Function Key Explanations
	To view a list of existing data
	To lookup by Order Number
	To lookup by Manufacturer/ Supplier
	To lookup by Order Number
	To lookup by Part Number
	To lookup by Invoice Number
	To lookup by Customer Number
	To view all orders
	Mfr/Sup Notes To view order history
	To change the current Sort By criteria
	To update Part Information
	To finalize order
	To view CCN Web Options
	To exit program

Function Key Explanations
	To edit order notes
	To delete a line item or kill an order
	To print a detailed report, with or without sales history , a manufacturer purchase order, or bar code labels
	To receipt the order
	To back-order the order
	To view the invoice detail
	To edit shipping information
	To view duplicate parts
	To change line item(s) to another order number
	To display part summary
	To lookup part information at a remote location
	To update Part Information
	If a field(s) are highlighted on the screen this function key will give you explanations for why the field(s) are highlighted
	EDN Interface
	To finalize order
	To view CCN Web Options
	To mark the line
	To delete
	To view line detail
	To go to the first line
	To go to the last line
	To edit/ add line detail
	To skip up a few lines
	To skip down a few lines
	To exit program

Order/Parts Return Modify

Press ESC to return to the order entry screen.

Press ESC to return to the order entry screen.

Enter the quantity to back-order (watch for the correct decimal places).

Press ENTER.

This will place the specified quantity on back-order status and leave the rest on the order.

Press ESC to return to the order entry screen.

Press ESC to return to the order entry screen.