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Order Detail Entry - Change Order Status (POP Only)

Diamond and Premier Only Sales Order Processing allowed for the ability for operators to change the order status whilst amending the sales order lines. This feature has now been added into Purchase Order Processing. Selecting the STATUS option...

Sales and Purchase Order Change Logging

In some systems sales and purchase orders can remain active for a long time – with changes to increase quantity, change price / discount, change stock codes and deleting lines occurring throughout.Where Sales Order Processing is configured for...

Auto Accept Suggested Serials on Picking Document

Diamond and Premier only If, during Sales Order entry, you pre-allocate serial item selections then the SOP documents have the facility to automatically accept these pre-entered details and not prompt again during the document processing. ...

Change Status – Confirmation Items

Datafile 2019 and above, Diamond and Premier only When manually change a order status the system can be configured to prompt for a comment as to the reason for the status change. This new feature allows you to define up to five items for...

Record Last Order Details for Account and Stock

Datafile 2019 and above, Diamond and Premier only This new feature allows you to record on the sales/purchase account and stock record details for the last order added for that record. Installation Database Changes ...

Staged Payment Schedule (SOP Only)

Diamond and Premier Datafile 2015 Onwards Only Sales Order Processing generates each invoice with a single payment due date, this new feature allows SOP Invoice production to generate an invoice with a payment schedule recorded against it –...

Application Pick Lists - Change Order Status

Diamond and Premier Only This feature allows for the option to change an order status as a pick list action. This option would allow, for example, a review of works orders to trigger updates to move the order from hold to active status. ...

Application Pick Lists Change Order Status

Diamond and Premier Only This feature allows for the option to change an order status as a pick list action. This option would allow, for example, a review of sales order quotes to trigger updates to move the quote to active status. Selecting...

Use Stock Prices from ‘Master` Stock Item

Diamond and Premier Only Where you have multiple variants of the same stock item these may be recorded in Datafile as different stock records for quantity handling purposes but where pricing is required they all share the same price. This...

Change Stock Location during Document

Datafile 2015 Only Change Stock Location during Document Processing This option allows, during Delivery Note or Goods Received processing, to change the stock location that the order line is recorded against and thus issuing / receiving...

Alternate Stock Selling Units (SOP Only)

Diamond and Premier Only This new features allows Order Entry to select a Selling Unit for a stock line to allow order entry to have a quantity / price in one unit but to update stock in the main stock holding unit. For example you may hold...

Record Order Values by Status against Customer / Supplier

Diamond and Premier Only Existing parameter options allows you to accumulate the value of A-Active and F-Forward Sales Orders against the Customer Account (and similarly for Purchase Orders and the Supplier Account). This new feature allows...

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...

Save Purchase Order Cost during Document Processing (POP Only)

Purchase Order Documents allow for the pickup of an alternate item for use as the cost price on a POP document – this could be used, for example, as part of a landed cost calculation allocating freight charges to the cost for update to stock.As...

Order Detail Pick Lists

Diamond and Premier Versions Only Earlier releases have introduced definable pick lists into Order Processing for the Sales/Purchase Order Headers, Sales and Purchases Ledgers and Stock Control. Release 6.8 now extends this facility to the Sales...

Create Order Line within Documents

Datafile 2015 onwards only Create Order Line within Documents This new features allows the addition of orders details whilst processing documents. Within the document, after confirming all the existing details the operator is prompted ...

Contract Invoicing - Two, Three and Four Yearly Invoicing

Premier Only Where the Sales Order Processing application accessory for Contract Processing is in use then when entering a contract the system allows for Monthly, Bi-Monthly, Quarterly, Six Monthly or Yearly invoicing. This new feature...

Hyperlinks in PDF Documents

When using email for sending order acknowledgements, purchase orders, quotes and invoices in can be useful to imbed web links within the PDF document. This could include a link to your website, to a customer web portal or product specification detail...

Mandatory Customer and Supplier Reference by Account

Selected Customers can require, and will reject, any invoice without a purchase order reference. Similarly you may require that orders to selected suppliers require an order reference. This new facility allows a flag to be set against a customer...

Increased Details per Order

Increased Details per Order This new feature allows an increase in the number of details per order from 999 to 9999. Installation Application User Facilities The increased number of details is available automatically on update to...

Nominal Code as Document Confirm Item

Datafile 2015 Onwards Only Document processing allows for the definition of, previously 2 now 12, confirm items from the order line. A common requirement, particularly on Purchase Order Processing, is to confirm the nominal code but whilst...

Dunning Messages on Order Processing Documents

Datafile 2016 Onwards Only Often there is a requirement to include a message on documents issued to customers and suppliers – office hours changes, telephone and address changes, special offer notices and so on. Currently these...

Extra Document Confirm Items

Extra Document Confirm Items Document processing currently allows for the setting of two confirm items when confirming the action quantity for an order line. This new feature allows for an additional ten items to be confirmed. Installation ...

Document Control Databases

When a document is processed against a Sales or Purchase Order a document reference number is assigned to that document – in the case of delivery notes this is used as the Delivery Note Reference, in the case of an invoice this is the Invoice No. ...

Allow Part Deliveries by Order (SOP Only)

Diamond and Premier Datafile 2015 Onwards Only Selected Customers may prefer to receive their order in one go, others are happy to receive orders in part-shipments with the potential extra delivery charges that may incur. This new feature allows...

Replicate Order Confirm Detail Replicate

Diamond and Premier Only When replicating an order, the system prompts, after confirmation of the newly replicated orders header details, to replicate the details. This new feature allows for the detail replication prompt to require a...

Quick Document Detail Pick List

Datafile 2015 Onwards Only When processing a document manually the system displays ten entries from the order(s) at a time and asks to confirm each action quantity in turn. With a large number of details this can take some time. This...

Additional Order Accumulation Items

Datafile 2019 and above, Diamond and Premier Only Existing options allow for the accumulation of three items from the sales/purchase order detail to the order header. These items are used to accumulate values such as order quantity, order...

Order Detail Entry - Change Order Status

Diamond and Premier Only Sales Order Processing allows for the ability for operators to change the order status whilst amending the sales order lines. This feature has now been added into Bill of Materials. Selecting the STATUS option...

Alternative Order Status Codes

Datafile 2019 and above, Diamon and Premier only Each Sales or Purchase Order carries an Order Status. These are pre-set codes that categorise the orders as: Q Quotes A Active Order H Held Order F Forward Order D Deleted Order C Completed...

Select Key List Items on Assembly Selection

Diamond and Premier Only Sales Order Processing allows the ‘Quick Form’ tools to be based on the Stock Assembly and Component files. When using the key to select the assembly the system had a pre-set list of items to be...

Increased Selective Order Header Screens

Datafile 2019 and above Sales and Purchase Order Processing allow for the user of two order header entry screens when entering sales/purchase orders and one further selective screen that is only displayed when the order matches the required...

Stock Check Warnings by Status

Diamond and Premier Only Within Sales Order Entry then the status of the order affects how options for stock check warnings are processed – mandatory stock warnings only applying to active orders with the warning as option for hold, forward and...

Document Processing - Alternative Extra Text Items

Datafile 2019 and above, Diamond and Premier Sales and Purchase Order Processing allow for two description lines per order detail as standard with the option to display/input extra description lines if required. These lines are typically used...

Quick Forms - Select by Alternate Account (SOP Only)

Quick forms allow for the quick creation of sales orders using preset groups of stock items. For example, if selling televisions, you may sell wall brackets, fitting, insurance and so on with it as well. A particular use of quick forms has been to...

Order Entry - Prevent Changes to Price/Discount (SOP Only)

When processing sales orders you may need to part deliver or invoice goods. Any subsequent amendment of the price or discount would then reduce the order value of the line / order but not reduce the invoiced value causing queries on subsequent review...

Credit Note Documents / Deposit Refunds – User Authorisation Options (SOP Only)

This new feature requires the entry of a user-specific password when raising a credit note document or when posting a refund against an order in the deposit entry processing, allowing you to control the raising of credits, the entry of refunds and...