‘Suspend’ Order for Cash-on-Delivery

This new feature allows the marking of an account/cash sale order for ‘cash-on-delivery’. When this option is used the system produces an acknowledgement/delivery note to go with the goods and then places the order on ‘hold’.A separate option can then be used to activate the order and enter the payment details as required.

Order Entry

When you enter the payment details ‘Cash-On-Delivery’ (C.O.D.) is one of the payment types available.Selecting this option prints the configured acknowledgement or delivery note and then updates the order status as on ‘Hold’.

Invoice & Payment Entry

When the delivery note is returned with the payment details a new menu option allows you to activate the order and process the payment details.

Selecting this option first asks for the order reference, <F4-Select> is available and filters just the orders with an ‘H-Hold’ order status. Once the order reference is entered you are asked to:

Selecting ‘Yes’ then displays the payment table again asking you to select the payment method the customer used. Selecting ‘No’ returns you to the order reference input to select another order.

Installation

Sales Ledger System Profiles

You need to add a ‘C.O.D’ option into the list of payment types allowed. The second screen of the system profiles asks ‘Specify Multiple Payment Types’ which, when confirmed, allows a pop-up parameter screen to enter the payment types.

Enter the title for the C.O.D. payment type required, leave the bank-a/c blank and surcharge options as 0.

Database Changes

When adding a payment type you need to ensure there are available data items within the Sales Order Header. The Database Profiles screens for SOP ‘Payment Analysis’ and ‘Payment Totals’ define a range of items for items such as the pay type and bank account code and the defined range should be able to encompass the new payment type.

Application User Facilities

Next, you need to define the document to print when the ‘C.O.D.’ payment type is used – this is done through the Application User Facilities for Sales Order Processing and the Point of Sale parameter options (screen 3).

For each payment type you are allowed to select up to five items from the order header file for confirmation and set whether they are to be prompted in a large font. The ‘Load-Doc’ option asks you to select the document to process – you select the document be entering a three-digit number, the first representing the document type, the second and third the document number.

001 First Acknowledgement

002 Second Acknowledgement

" "

012 Twelfth Acknowledgement

101 First Delivery Note

102 Second Delivery Note

" "

112 Twelfth Delivery Note

201 First Invoice

202 Second Invoice

" "

212 Twelfth Invoice

For the ‘C.O.D.’ payment type you should select either an acknowledgement or delivery note.

Document Design Manager

To ‘suspend’ the order by updating the order with an ‘H-Hold’ status you need to set a parameter within the acknowledgement / delivery note produced for the ‘C.O.D.’ payment type.

Parameter Screen 1 ‘General Document Parameters’ of the document design for the acknowledgment or deliver note allows you to suspend the order.

Suspend Order? - Set to place the order on hold after production of the acknowledgement / delivery note.

Menu Design

Finally, you need to update your menu design to include the option to re-activate the ‘C.O.D.’ orders – you do this through the CONFIG sign-on and the Application Menu Design options.

The Point of Sale options are normally available on the menu POS.D03.

Applic, Program or Notes – P

Menu Name or Program Path – SP.EXE

Parameter – 1053