Forms

Order form parts (Office Copy, Purchase Order, Customer Acknowledgement, Salesman's Copy, and Packing Slip) may be created or modified to your company's desired format. You may copy an existing form part and modify the fields and lines OR you may start with a blank screen and create a new form part by using the graphics capability (to draw lines) and typing in the required header text, ie., OUR ORDER NO., and the field number that equates to the text, ie., {1} (which will import the actual Order Number). See the Listing of Field Numbers attached.

It is strongly recommended to copy an existing form part and modify the copied form part instead of modifying the original .

4) Choose #2 - DISPLAY DIRECTORY to choose from a listing of current Form Parts. (You may go directly to FORMAT MAINTENANCE if desired and use the F2 key to display the listing of Form Parts.)

6) Once selected, the form part name, suffix code, and description will be displayed in FORMAT MAINTENANCE.

*HELPFUL HINTS: You may want to use your company's initials and the initials of the form part, ie., QCPS (Quikey Computer Packing Slip) for the form part name. Suffix Codes are one-digit alpha or numeric characters.

10) If the data is correct, respond with a "y." If you need to modify a field, respond with a "n" and make corrections.

13) Press [Enter] to display and maintain the form part. Press the F3 Key -Item Level Help - for instructions on cursor movement, attributes and special functions available to make modifications.

10) Press the F3 Key - Item Level Help - for a list of available attributes, ie., F9 = Graphics, F8 = Underline, etc., and text editing capabilities available to create a new form part.

Note: If you do not complete steps 1-8 in section C, the system will not use the new form part ID created.

Field Number	Field Description	Length
1	Order #	7
2	Customer #	6
3	Bill To Customer #	6
4	Vendor #	6
5	Vendor Payee #	6
6	Ship Via Code	5
7	Ship Via Description	20
8	Order Type Code	1
9	Order Type Code Description	20
10	Customer Type Code	1
11	Customer Type Code Description	10
12	Required Date Flag	1
13	Required Date Flag Description	13
14	Customer Terms Code	1
15	Customer Terms Code Description	10
16	Supplier Terms Code	1
17	Supplier Terms Code Description	10
18	Attached Order Suffix (Per Attachment)	2
19	UNUSED
20	Salesman Number	4
21	Salesman Name	25
22	Date Entered (MM/DD/YY)	8
23	Supplier Ship Date (MM/DD/YY)	8
24	Customer Ship Date (MM/DD/YY)	8
25	Customer PO Number	10
26	Operator Name	10
27	Tax Authority Code	3
28	Tax Authority Code Description	25
29}	Customer Address (Five Lines)
30}	This address is found in the upper left
31}	corner of the main order entry screen.
32}
33}
34	Customer Phone Number	12
35	Customer Fax Number	12
36}	Customer Bill To Address (Five Lines)
37}
38}
39}
40}
41	Invoice Date (MM/DD/YY)	8
42	G/L Sales Account # (Up to 9)
43}	Vendor Address (Five Lines)
44}	This address is captured during order
45}	printing
46}
47}
48	Vendor Phone #	12
49	Vendor Fax #	12
50	Vendor Invoice Number	10
51	Vendor Invoice Date (MM/DD/YY)	8
52	G/L Account for COGS (Up to 9)
53}	Ship To Address (Five Lines)
54}	main order entry screen.
55}
56}
57}
58}	Branch Office Address (Five Line)
59}
60}
61}
62}
63	Branch Office Phone	12
64	Branch Office Fax	12
65}	Branch Bill To Address (five lines)
66}
67}
68}
69}
70	Bill To Phone	12
71	Bill To Fax	12
72	Program ID Number	4
73	Program Type Code	1
74	Program ID Name	25
75	Our Deposit to Vendor (###,###.00)	10
76	Deposit received from Customer (###,###.00)	10
77	Total Order Price Not Done (###,###.00)	10
78}	Other Ship To Address (Five Lines)
79}	This address is found in other options.
80}	If nothing is entered then it will default to the
81}	main Ship To address.
82}
83	Vendor Line Name
84}	First three lines credit card deposit	30
85}	transaction description & card #
86}
87	Order Total Price incl. Tax & Frt. (###,###.00)	10
88	WIP Code Description	8