Sales / Purchase Order Processing - Quick Form Order Generation - Additional Features for Change Order Status

Quick Form Order Generation – Apply Cost Checks

Sales Order entry has the ability to validate the selling price of an entered order line against the stock items cost price – warning if below cost and optionally preventing entry without use of an override password.  If generating sales orders based on quick forms however, then this option was not available.  This update now includes the ability to validate against stock cost prices during quick form order generation.

When the quick form list is displayed any entry where the cost price check fails will be highlighted in red – if press <F5> against the highlighted entry you can amend the selling price, the system will clear the highlight once the price is above cost.

If you select the GENERATE option whilst any required lines are below cost, then the system will apply standard checks as per mandatory / password override warnings as in order entry. If mandatory check fails or invalid password entered, then no order lines will be created and you will be returned to the quick form list to amend/abandon as required.

Installation

No setup changes are required for this option (over and above the pre-existing options to apply the cost price validation for standard order entry).

Additional Features for Change Order Status 

The Order Entry change status procedures apply rules to how the status codes for a sales order or purchase order can be amended based on the status.  These new features allow for additional options with the Change Order Status action including

• Allow Change of Q-Quote Status directly to F-Forward Order Status
• Allow Change of F-Forward Order Status directly to H-Hold Order Status
• Allow Criteria and Password/Authority Level Control from F-Forward Order Status
• Allow Criteria to be applied for Deleting Sales Orders / Lines linked to Works Orders
• Delete linked Works Order when delete Sales Order

Installation

Application User Facilities

A new fifth parameter screen has been added to the Optional Features for Sales and Purchase Order Processing to enable these actions.  To update select Installation from the main menu followed by Application Manager and then Application User Facilities.  Select the required Order Processing application before selecting Enter / Amend Orders, then Advanced Input Facilities and Optional Features.

Allow Change Status from Quote Directly to Forward – set to enable options to allow change of order status from Quote to Forward.

Allow Change Status from Forward Directly to Hold – set to enable options to allow change of order status from Forward to Hold.

Restrict Change Status from Forward to Active/Hold/Complete/Deleted – set to apply restrictions to the change order status process when the current status is forward.  When set a pop-up parameter screen is displayed with additional configuration options.

Enter/Amend Selection Criteria – set to define selection criteria that has to be met before a Forward Order can be changed to the required status.

Authority Level for F7-Override – if criteria not met then set authority level required to allow the use of F7 to override the criteria check and continue with the status change.  Authority Levels allows are 0-9 where 0 is the highest and 9 is the lowest.

Password for Manual Override – if criteria not met, and user has insufficient authority, the order can still be change if this password entered.

Warning Message to Display if Change Status Not Allowed – enter warning message to be displayed to the operator when change status not allowed.

Restrict Delete if Details Linked to Works Orders – when a sales order is linked to a works order then the system warns if the operator tries to delete an order / order line when a link to a works order has been created.  The system allows the use of F7 to override this warning and continue with the deletion. Setting this option allows for criteria to be entered for when the F7 can be allowed and a warning message to be displayed if these criteria are not met.

Enter/Amend Selection Criteria – set criteria that, if met, will allow use of the F7-Override option to delete an order / order line where an order line is linked to a works order.

Warning Message to Display if Delete Not Allowed – enter warning message to be displayed if the operator is not allowed to delete the sales order.  The message allows the use of !nnn labels which, at run time, will be replaced with the content of the equivalent order detail data item.  

Delete linked Works Order when delete Sales Order – set this option to update the status of the works order to ‘D-Deleted’ when delete a sales order (line) linked to a works order.  Note the status is only updated where the sales order can be deleted subject to criteria above and if the build quantity / issue quantity of the linked works order is 0.