Order Processing Parameter Setup is on the Order Processing Set-Up (SEO) menu.  This maintenance option is used to enter beginning order numbers and to create defaults displayed in order entry prior to entering orders on the system.  The system assigns and increments the order number automatically.

Starting Order Number Entry (Misc. PO)

Enter the beginning order number with which you intend to begin processing.  For example, if you would like to begin with order number 1231 you would enter 1230 as the starting order number.  The first assigned order number will be P01231.

Starting Order Number Entry (Standard)

Enter the beginning order number with which you intend to begin processing for drop ships.  For example, if you would like to begin with order number 9876 you would enter 9875 as the starting order number.  The next first assigned standard order number will be 009876.

Starting Order Number Entry (Sample)

Enter the beginning order number with which you intend to begin processing for sample orders.  For example, if you would like to begin with order number 1214 you would enter 1213 as the starting order number.  The first assigned sample order number will be S01214. 

Default Order Type Code

This parameter allows you to set the default order type code that will display automatically in Order Entry when you get to the Order Type Code field.  This should be set to your most common order type so that your order processing people can enter past this field for most of your orders.

Default Branch Code

This parameter allows you to set the branch code that the system will default to whenever asking you to enter a branch code.

# of Days to Calculate A/R in Order Entry

This parameter determines a separate A/R total from a customer's A/R balance.  This isolated total is determined by calculating the invoice date and the no. of aging days entered in this field. 

Example: If Specialty Advertising Co. wanted to check A/R balances for invoices over 90 days for each customer, a 90 would be entered in this field.  Alternately, if they wanted to view a separate A/R balance displaying invoices which are current, a 29 would be entered in this field.  This allows the operator to monitor the customer's credit status at the order processing level.

Combine Attachment Detail on Office Copy

This parameter enables you to combine all line item detail from all order attachments onto one office copy instead of an office copy for each attachment.

Combine Attachment Detail on Salesman Copy

This parameter enables you to combine all line item detail from all order attachments onto one salesman's copy instead of a salesman's copy for each attachment.

WIP Code Used for Credit Hold

This parameter is used to automatically post a WIP code for customers assigned credit limit codes w/ limits who exceed their limit.  For example, after the operator has entered the customer number in order entry, a credit check is displayed.  If a negative amount in their "open to buy" or available credit amount appears, the WIP code designated as the Credit Hold Status Code (the code entered in this field) automatically posts to the order.  This does not prevent the operator from entering the order but does prevent the purchase order and acknowledgement from being printed and faxed.  If an order is set to credit hold it also does not allow the operator to access it in Order Maintenance.  To set up WIP codes, refer to Order WIP Code Maintenance.

WIP Status Codes are included on many open order reports for tracking.  The WIP code status can be added to your Plain Paper Form Parts.  For additional instructions on adding to your office copy or other form parts, refer to Forms.

Hold Orders Set to Credit WIP Code

This parameter, when set to Y, indicates that the system will not only post an automatic Credit Hold Status but also will prevent the order from being maintained, shipped, or invoiced.  This must be used in conjunction with the WIP code used for credit hold as discussed above.  If an operator attempts to access the order in any of the aforementioned programs a message will display indicating that the order is on credit hold.  No further processing can be done unless the WIP code is changed.  Refer to WIP Status Code Maintenance on the SEO menu.