Home » Categories » Solutions by Business Process » Order Processing and Invoicer » Sales Order Processing / Telesales

Schedule Call-Off

Datafile Software

Schedule Call-Off

When you reply Y to the template question, a pop-up box opens to allow you to fill in the order schedule, as shown below.

You can enter up to the maximum number of call-off dates and quantities, plus any extra items needed on each call-off schedule. You do not have to allocate the ordered quantity fully against the call-off schedule ¾ you can amend it later.

Again you choose to create a call-off order line from the Call option from the order details menu bar. You are asked to choose the order detail line number, as shown below. You must choose a template line ¾ you are warned if you don’t.

The order schedule is shown to you, to allow you to select (using the up and down arrow keys) and confirm the call-off details. When you’ve confirmed or corrected each field in the order schedule for this line, you are asked: Ok to call of this entry from the order template?

Reply ‘Yes’ to create the call-off order line, or ‘No’ to choose a different schedule line.<Escape> from the order schedule to abandon the process.

If you’ve replied with ‘Yes’, you now enter the full order entry screen process to confirm any further details for this call-off order line, and then it is added to the order.

As with frequency call-off protection is placed against changing selected items on template or call-off details, or deleting these details - <F7-Option> is available to override these options.

Custom Fields
  • Release ID: Standard
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Order Entry - Additional Options for Hiding Stock Records from Selection
Viewed 64 times since Thu, Oct 24, 2024
Order Entry - Minimum Order Values (SOP Only)
Viewed 67 times since Thu, Oct 24, 2024
Header Mandatory
Viewed 1564 times since Wed, Jul 4, 2012
Currency Options
Viewed 1311 times since Tue, Jul 3, 2012
Order Entry - <F4-Select> on Stock Code Input
Viewed 1520 times since Mon, Jun 11, 2012
Change Order Status – Omit Option to Display in Sequence Entered
Viewed 43 times since Tue, Oct 15, 2024
Document Design Manager
Viewed 1948 times since Wed, Jul 4, 2012
Apply Delivery Charge if Below Minimum Order Value
Viewed 2009 times since Wed, Jun 13, 2012
Prevent Changes to Order Header if Complete
Viewed 1447 times since Fri, Oct 26, 2012
Set Company Details
Viewed 1502 times since Tue, Jul 3, 2012