Additional Options for Quick Form Processing

Three additional options have been added to the quick form procedures including options for stock quantity checking when generating order details from quick forms, options to display the physical/free stock quantities within the form pick list and options to allow input of additional form items when generating quick forms and to copy these additional items from the form to the generated order details.

When generating details from the quick form new options allow you to display the current physical / free stock quantities from the stock file.

When generating order details from the quick form the system will warn if the action qty would trigger a configured stock quantity check – if the check is a warning you will be prompted if you wish to proceed and generate the line or if not the line will be omitted; if the check is mandatory you will be warned accordingly and the line omitted.

Release 6.4 added the facility to define five extra items from the quick form that can be set for display within the maintenance and order generation options. In addition you could control whether you could amend the extra item(s) within the form maintenance procedures. For Release 6.5 this feature has been extended to allow amendment of these extra items during order generation and options have been added to allow the copy of these items to the generated order detail(s).

During quick form order generation the additional items are displayed, pressing <Enter> allows you to amend the quantity and any additional items configured for input which is then updated to the list. When the order details are generated these additional items are then copied to the order detail where appropriate, note however that the quick form is not updated for any amendments made during order generation.

Installation

Application User Facilities

New options have been added to the quick form parameters within the Application User Facilities for SOP/POP to enable these additional facilities. To update select Installation from the main menu followed by Application Manager and then Application User Facilities. Select Sales Order Processing or Purchase Order Processing as required and then select Enter/Amend Orders followed by Advanced Input Facilities and Optional Features. The additional options are available on screen 2 of the optional features.

As you press <Enter> through the prompt ‘Use Quick Forms for rapid order entry’ then, if enabled, a pop-up form is displayed allowing additional quick form parameters and the stock check parameters have been added here.

Show Stock Levels in Quick-Form Order Entry – set to enable the display of stock physical and free quantities within the form when generating order details.

Check Stock Quantity when Create from Quick Form – set to enable the application of stock physical/free checks (as defined in screen 1 of the optional features) when generating order details from quick form.

Options to enable input of extra quick form items when generating order details from a quick form are available when enter through the parameter for ‘Extra Quick Form Items’ (if set).

Quick Form Item – select data item from the quick form database for display in quick form maintenance and order generation.

Form Input – select whether the item can be amended during form maintenance, if left blank then the item is view-only.

Order Input – select whether the item can be amended during order generation, if left blank then the item is view-only. Note that amendments here do not save back to the form template.

Copy to SOD (POD) Item– select data item on the order detail file to be updated with copy of the quick form item.