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

SOP Order Call-Off

Datafile Software

SOP Order Call-Off

In many circumstances there can be a need to place a volume order for certain items, but request that deliveries are staged over a number of weeks or months, either to a fixed plan or on request, until the order is complete. The Order Call-Off accessory creates some automatic and semi-automatic procedures to manage this situation.

There are two basic flavours for such procedures:

A schedule of call-off quantities and dates may be supplied. We call this a scheduled order call-off.There must be a system-defined maximum number of scheduled call-offs against any order, which depends on file design, but is likely not to exceed 30

The call-off may be defined as a fixed quantity to be supplied at regular time intervals. We call this a frequency call-off

You can only use one method within one order processing system.

When the Call-Off accessory is enabled, then an order detail line can be defined either to be a normal order line, or a call-off template. A call-off template line is treated as part of the order for the purposes of acknowledgements and order values, but cannot of itself be used to create delivery note or invoice lines. Extra order lines, call-off lines, must be created from the template to print on these documents. These do not affect the order values as such, but are used when generating picking notes, and for printing delivery notes and invoices.

An extra flag is needed in the order detail file to mark the order line as a template.

You can run a batch process to create call-off lines from order templates, the decision process being based on whether the call-off date for a scheduled or frequency call-off is now due.

Call-offs is defined at the order detail line level, not at the order header level, so there are no implications to the order header stage when creating an order. An order detail is defined to be a template when you answer Y against the question ‘Template?’, whether entering details in order detail entry.

Custom Fields
  • Release ID: Standard
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Detail Call Off
Viewed 2307 times since Wed, Jul 4, 2012
Security and User Manager
Viewed 1890 times since Wed, Jul 4, 2012
Set Auto Expand Data Files
Viewed 1639 times since Wed, Jul 4, 2012
Additional Options for Sales / Purchase Order Pick Lists
Viewed 1784 times since Mon, Jun 11, 2012
Order Entry
Viewed 1459 times since Tue, Jul 3, 2012
Assembly Components as Quick Form
Viewed 1785 times since Fri, Nov 22, 2013
Operational Considerations
Viewed 1559 times since Tue, Jul 3, 2012
Sales/Purchase Order Header File Full Screen Design (Premier)
Viewed 2021 times since Wed, Jul 4, 2012
Edit System Status Display
Viewed 1595 times since Wed, Jul 4, 2012
Documents – Print Items from Stock Record
Viewed 45 times since Tue, Oct 22, 2024