Clears the form and enables a new sales order to be entered.

Saves the current sales order.

Deletes the current sales order.

Closes the sales order module.

Generates a work order for the currently viewed sales order.

A Material Requisition can be generated directly from the Sales Order.

Generates an invoice for the currently viewed sales order.

Creates a copy of the currently viewed sales order.  This will copy the current information from Customer to Sales Order.
The fields that will be copied are: Sales Rep, C.S.R., Freight Vendor, Ship Term, Term Code, Territory, FOB, Cust Acct Set.

Approves the currently viewed sales order.

Creates a revision of the currently viewed sales order.

Launches the Inventory Status form defaulted to the items on the sales order.

Sales Rep commissions can be edited on a transactional basis by accessing the sales order Tools menu and selecting Edit Commissions.  The form shown below will open.

To change the amount of commission to be paid to the sales rep edit the Commission %, or if the commission is going to be shared with another sales rep edit the Split %.  The Commission Amount will be automatically recalculated.  Click the Save button to submit your changes.

The Advanced Credit Hold functionality must be activated.  If you have not purchased a license, please contact your project manager or a Seradex Sales Representative.

Advanced Credit Hold enables the system to analyze a customer’s credit balance in comparison to the customer’s credit limit.  If the value of a new sales order exceeds the value of the customer’s available credit, this sales order and all subsequent sales orders are immediately placed “On Hold”.  In addition, if invoices exist against the customer which have not been paid within the number of days specified in the customer's Terms Code, newly entered sales orders will be placed "On Hold".

Placing a Sales Order on hold prevents the following:

Note: If a customer’s credit limit is set to 0 (which means unlimited credit), the On Hold logic is applied for overdue invoices alone.

The table below illustrates the process by which sales orders are placed on hold.  Each open sales order increases the running balance and reduces the amount of available credit.  Sales order SO-000178, which is worth $1250.00 is greater than the amount of available credit ($246.94), thus the order is placed on hold.

When payment is received against existing outstanding orders, the system will perform checks to see of any On Hold sales orders can be updated into Open status (taken off hold).  If the value of the oldest on hold sales order is less than the amount of available credit, the sales order is removed from On Hold status. 

For example, referring to the above table, if a payment is received against an invoiced sales order the next time update accounts is run, the Balance Owing value in Seradex is updated, thus recalculating the customer’s amount of available credit.  If the dollar value of the oldest sales order, in this case SO-000176, is less or equal to the amount of available credit the sales order is updated to Open status.

If you wish to make an exception you have the option of overriding a sales order’s On Hold status.  In the Sales Order module, go to the Tools menu and select Override Orders On Hold.  Select the sales order you wish to override from the form that appears.

This is a handy form where you need to create Work Orders and Mat Reqs for multiple Sales Orders. When you click on this function, the form appears as shown in the image below. For Sales Orders requiring a Work Order or Mat Req, click in the appropriate box to the right and then click on Generate.

If the entire order is based on the same color you set the defaults at the header level so as you enter each line item the desired Configurator choices are already selected. The example shown below illustrates this functionality.

1) Choose the Product Line you wish to set defaults for.

2) Using the INSERT button select the Properties and Default Values you wish to set.

3) When you are finished press SAVE and CLOSE.

4) Then go back to the Sales Order form and in the Details section with the right click menu choose Configure. 

5) Doing that will bring up the Item Configurator form where you will see the Property and Default Value you previously entered already included in the form.

If you have a 25 line sales order and your customer changes their color preference from White to Sandstone, you can make universal changes to the entire order and the AutoConfig will reprocess all the line items. A color choice takes just seconds.

Replace Property Mode

By default the form loads in Replace Property mode. If you were replacing product lines in the first section then it will automatically switch for you after you Process.  Please note that you cannot switch to Replace Property mode when you are in the middle of replacing product lines.

Select the line you want to change:

Select the property you want in the “For Option” combo.  Please note that only options that apply to the selected product lines will show up here.

Now select what you are searching for within the selected option.  Notice that only the values that pertain to the selected option are available.  The <ALL VALUES> option means that instead of replacing only the value from the search, all lines selected will be replaced with that value.

The “Replace With” field will either be a combo or a text box based on the property setup for that product line. 

To select that change press the >> key. This will move the change over to the update list.  You may then select more lines and replace options and keep sending them over to the update list.

If you want to change or remove a change process, highlight the change in the list to the right, then press the << key. That will move it back so you can make changes.  Press >> again to send it back.

Once you are done, click the process button.  This will load another form that will reprocess the lines.

Replace Product Line Mode

Go to the Tools menu and select Replace Mode => Replace ProductLines.

You will notice that after you select Replace ProductLines, the “For Option” in the Replace Choices area is now removed.

Now select which line items that you want to affect (to select ALL click Toolsà Include ALL).

Select the product line you wish to search for in the list of selected product lines. Only product lines that are selected in the grid appear in the list.

Now select the product line that you want to use as a replacement by using the “Replace With” combo.

To select that change press the >> key. This will move the selected change over to the list.  You may then select more product lines and replace options and keep sending them over to the update list.

If you want to change or remove a change process, highlight the change in the list to the right, then press the << key. That will move it back so you can make any further changes.  Press >> again to send it back.

When you are done with the product lines, click the Process button to see the following message. 

This above message will display to ask if you want to continue on with search and replace on the properties.

The Drop Shipment functionality must be activated.  If you have not yet purchased a license, please contact your project manager or a Seradex Sales Representative.

Drop Shipment provides the ability to ship non stock buy items directly from the vendor to the customer.  Only items that are set to buy and non stock with no reorder points or quantities are applicable.

Creating and Processing Drop Shipments

Prints the standard order confirmation report.  A custom report can be configured to launch via this menu option in place of the standard report.

Enables the user to select a range of sales orders and print an order confirmation for each sales order in the selected range.

Prints the standard sales order pick list report. 

Enables the user to select a range of sales orders and print a sales order pick list for each sales order in the selected range.

Enabling this option will display a prompt each time a different ship to address is selected asking the user if they are sure they wish to make the change.

Clicking yes will permit the ship to address to change to the user's selection, while clicking no will restore the ship to address to the previous selection.

Enabling this option will display a prompt each time a different sales rep is selected asking the user if they are sure they wish to make the change.

Enabling this option will display a prompt each time the value of a sales order is modified asking the user if they are sure they sales rep commissions to to be recalculated.

This will take you to the online help manual located at www.seradex.com/help

Provides information about the Sales Order module such as the version number.

Opens the Item Editor to display the bill of material for the item on the selected line.

To illustrate how the Configurator works it is easier to show the end result and then discuss the setup required to achieve the end result.

1) From within the Sales Order screen select a line item.

2) Right Mouse Click and select the Configure selection as shown in the following image. This will display the Product Configurator screen.

3) Then select the desired Product Line from the drop down combo.

4) When the Product Line is chosen the relevant properties will be automatically displayed as shown below. This figure shows the Product Line Flag and the properties that must be entered for a flag:

5) Select the proper choices by selecting from the drop down boxes from each property.  If desired you can click on the View menu and select Sheet. This will then display the Excel Rules Spreadsheet.

6) After all the choices have been selected click Save Line and this will return the configured line item back to the sales order.

NOTE:

It is possible to assign the cell an item it is used in by entering the Cell Code into column AH of the BOM worksheet on the row occupied by the item you wish to make this assignment for. This setup is not reflected in the Item Editor tree view however you can see it by right clicking on the item and selecting the Edit component.  Click on the Additional tab, you will see the Cell Code selected in the Cell Code field.

Force New Spec

You Force New Spec (checked) when you want to force the configurator to create new spec data based on the config sheet regardless of any pre-existing spec based on the PropText.

The PropText used when the Use System PropText? setting is set to (-1) is the System PropText which is a combination of the selected options and Product Line Revision Version from Input C11.

The PropText used when the Use System PropText? setting is set to (0) is the description from Output C5. If this description does not identify a unique configured item based on the options chosen then the system is likely to pull a previously configured item which does not match the options you have picked.

To eliminate this problem you will have to Force New Spec to prevent it from looking for an existing item in the system.

Alerts on Save Line

When you click Save Line on the configurator, the configurator goes into "Save Mode".  When the configurator is in save mode a 1 is written to cell J26 of the Input sheet.  When the configurator exits save mode the 1 is cleared.  If you wish to create an alert which checks to see if a property has a value prior to saving the configuration, you can include Input!26 into the alert formula.

EXAMPLE: If you use something like IF(AND(Input!26=1, Input!C52-""), TRUE, FALSE).  If the user clicks save line and Input!C52 is empty, the alert will be displayed.

Also depending on the alert level specified your user will be either prevented from continuing to save (level 2) OR the alert will serve just as a warning (level 1) which they can either dismiss and continue or stop the save process to edit configuration.

If any alert has been specified as critical you will not be able to save the configuration until changes are made to prevent the alerts from being displayed.  To specify an alert as critical enter 2 into the level column (B) of the Alerts worksheet onto the row occupied by the appropriate alert.

Mastering New Items

Open the Configurator form and enter property values as you would normally.

NOTE: that the newly created item number is displayed in the window title bar.

If you click CANCEL, this tells the system that you do not wish to create the new part number, thus the product line item number is assigned to the transaction line.

If you are configuring over an unrelated item (different item number) which you have loaded onto the transaction line prior to opening the configurator, this unrelated item will not be updated to possess the attributes of the configuration.  Instead the item will be replaced with either the new item number (if you click OK when prompted to create the new item) or the product line item number (if you click Cancel when prompted to create the new item).

The item on the sales order line will now be the newly mastered item.

Creates a copy of the selected line.

Opens the UOM Conversion form to display the UOM conversions that have been applied to the item on the selected line.  The user may also create new UOM conversions against the item.

When this option is selected by right clicking on the desired Sales Order detail, a form appears which simply displays a list of all the Tax Authorities, and their values, applied to that particular line item.  From this form it is possible to apply a different Tax Group to the particular line item by selecting the new group from the drop-down menu labeled Tax Group: and then clicking on the APPLY button.

Opens the Sales Order Search form.

Opens the Item Running Balance form defaulted to the item on the selected line.

Opens the Inventory Lookup form defaulted to the item on the selected line.

Saves the current column widths for the details section of the sales order module.

Opens the Lookup Items form defaulted to the item on the selected line.

There are 2 key areas that will influence the projected ship date for an item:

Materials

The Material tab will display the status of all items required for the line item. Items in red are insufficient to meet the requirement for the line item. In this case, the system calculates the availability date based on the Primary Vendor lead time.

Labour

The availability of labour is based on the following calculation for hours required:

Hours required for line item = (Operation Runtime Hrs x Line Item Qty) + Setup Time

The Open Hrs are calculated as the current open hours for a specific operation based on Seradex Scheduling data.  The user can modify the Priority of the Estimate line Item to view the potential ship dates based on priority and shop loading. 

Start Date and Finish Date

Operation number 10 or the first operation for the Work Order should have an Estimate Start Date of: “Earliest Start Date” (materials) + Hours Pre-scheduled for that operation (for that priority). The Estimated Finish Date would be the Estimated Start Date + Setup Time + run time for that specific SO or Estimate qty.

Operation number 20 or the next operation would then have an Estimated Start Date of: Estimate Finish Date of the previous operation + Hours Pre-scheduled on open WOs for that operation (for that priority).

So on, until an estimated Ship Date is achieved.

NOTE: Pre-scheduled hours for each operation will vary based on the Priority of the open work orders. Example: Someone doing an estimate for customer should be able to use the “Estimated Shipping Date” function and change the Priority which would then change the Hrs Pre-Scheduled.

The priority cannot be selected in the Estimate or Sales Order module which means that when the Work Order is generated someone needs to notify production personnel to change it.

Opens the file attachment dialogue by which the user can browse to and select a file to attach to the selected line.

Restores the column widths of the details section of the sales order module to their default widths.