Related topics
- About credit control handling
- About holding/releasing sales orders and order lines
- About holding/releasing service orders and order lines
This is a program to release sales/service orders/quotations or sales/service order lines/quotation lines, that are being held. These are all displayed on this panel.
There are three different titles available for this panel. The title that is displayed depends on where you accessed the panel from.
How orders/quotations are held
Orders/quotations are either held manually by an employee of your company (identified by his/her Handler ID) or automatically by the system.
All held orders/quotations have Reason codes assigned to them that indicate why they are being held.
DC1 Manufacturing:
If DC1 Manufacturing is installed and activated and you release an order with any reason code other than 02 then the system will verify if it contains lines that are held because they are connected to a manufacturing order. If that is the case then the order will be held back again by the system and the reason code will be set to 02. You will then have to release the order again.
Back-to-back orders:
If a BtB sales order is held then the purchase order, (that will be automatically generated from it), will be created once the order lines are released.
Credit checks:
Once an order has been released, a second credit check will not be made by the Print sales order pick lists program. Note: This only applies if the CR-PL (Credit control, pick list) function is activated in the Function control file.
Searching through records
You can search through all held orders and select the sequence (order) in which they are displayed on screen. You can also narrow down the search results by clicking More selections to enter a more precise search criteria.
Note: If you enter as your search parameters Hold date, Customer number or Debtor number the information displayed in the columns will be altered. See the Column headings section (below) for details.
Note: If you enter a search criteria, the message Note: More selections exist indicates that only selected records are displayed. To display all records click More selections to access the More selections panel and clear all search criteria.
Options
| Maintain order/quotation | Select this option for the order/quotation you want to maintain. |
| Reasons | Select this option for the order/quotation for which you want to view held reasons. |
| Release order/quotation | Select this option for the order/quotation you want to release. |
| Unlock | Select this option to unlock a locked order/quotation. This can only be performed by the user who locked the order/quotation (indicated in the system message) or by a user with administrator authority. |
Function keys
| More selections | Access the Work with held orders, More selections panel or Work with held service orders, More selections panel or Work with held sales quotations, More selections panel, where you can make selections that will sort and/or subset the records displayed on this panel. You can also use this function key to view the sequence parameters and/or selections that already have been used to subset the panel. |
Selection fields
Column headings
The column headings that are displayed may differ according to the mode that you are in. These are dependent upon whether or not you entered a search criteria on the Work with held orders, More selections panel or Work with held service orders, More selections panel or Work with held sales quotations, More selections panel (accessed by clicking More selections).
The section below details each view mode and the information that they display in the columns.
In Default view mode
- Order/Quotation
- When working with held sales orders or service orders, this column displays the order number. When working with held sales quotations, this column displays the quotation number.
- Ve
- When working with held sales quotations, this column displays the version number of the quotation, if any.
- Handler
- This column identifies the employee responsible for the transaction. This value is defined in the Signature table.
- Hld
- This column denotes the level that the order/quotation is being held at (i.e. line or order level).
- RC
- This column indicates the reason(s) why the order/quotation was held. A double plus sign (++) means that the order/quotation is being held for various reasons. In this case, select the Reasons option to view all the reasons why it was held.
- Customer
- This column displays the customer code.
- Customer name
- This column displays the name of the customer on the order/quotation.
- Order value/Quote val
- When working with held sales orders or service orders, this column displays the total value of the order lines, after deduction of the header discount, and including VAT if the order includes VAT. Free-of-charge order lines are not included in this value.
When working with held sales quotations, this column displays the total value of the quotation lines, after deduction of quotation header discount, and including VAT (if applicable). Free-of-charge quotation lines are not included.
- Debtor
- This column identifies the customer that is responsible for paying the invoice.
- Debtor name
- This column displays the name of the debtor.
- Customer order
- This column displays customer order reference.
- Order type
- This column displays the order type.
- Disp date
- This column displays the date when the goods will be dispatched to your customer.
- Total amt incl VAT
- This column displays the total amount including VAT in order currency.
- Total amt excl VAT
- This column displays the total amount excluding VAT in order currency.
- VAT amount
- This column displays the VAT amount in order currency.
- Inv amt incl VAT
- This column displays the total invoice amount including VAT in order currency. The invoiced amount also includes invoiced lines.
- Inv amt excl VAT
- This column displays the total invoice amount excluding VAT in order currency. The invoiced amount also includes invoiced lines.
- Inv VAT amt
- This column displays the invoiced amount including VAT in order currency. The invoiced amount also includes invoiced lines.
- Salesman
- This column displays the salesman for the order.
- Description OT
- This column displays the description of the sales order type.
- Terms of delivery
- This column displays the terms of delivery code defined for the customer on the order.
- Description TOD
- This column displays the description of the terms of delivery code.
- Manner of transport
- This column displays the manner of transport code for the order.
- Description MOT
- This column displays the description of the manner of transport code.
- Primary curr
- This column displays the order currency.
- Exchange rate
- This column displays the exchange rate used when the order was created.
- Terms of payment
- This column displays the terms of payment code defined for the customer on the order.
- Description TOP
- This column displays the description of the terms of payment code.
- Credit days
- This column denotes the number of credit days allowed before which the invoice must be paid.
- Language
- This column displays the language code denoting the language in which external documents (e.g., order confirmation, invoice, etc), should be printed.
- Cash sales
- This column denotes if the order is of type cash sales.
- Internal order
- This column denotes of the order is an internal order.
- To warehouse
- This column displays the receiving warehouse for an internal order.
- MDC code
- This column denotes if the order is of type MDC in a supplying company.
- To company
- This column displays the receiving company if the order is of type MDC in a supplying company.
- End customer
- This column displays the end customer in demanding company if the order is of type MDC in a supplying company.
- Delivery schedule
- This column denotes if the order originates from an inbound delivery schedule.
- Delivery sched no
- This column displays the inbound delivery schedule number.
- Claim order type
- This column is only displayed if the Supplier Marketing Support (SMS) application is installed and activated. Indicates if the order is to be used when claiming the rebate amount from rebate payers.
- Cost centre
- This column displays the cost centre.
- Division
- This column displays the division.
- Order property code
- This column is only available to display via the Edit columns feature if the Order property functionality is activated in the DIS control file. Displays a code from Work with order properties. Note: You can, at any time, access Work with order properties to view or change the code configuration. Any changes will dynamically affect all orders to which the code is assigned. See Setting up the order property functionality for more information.
- Supplier no
- This column displays the supplier number. This is used in conjunction with the Supplier order ref column (below). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).
- Supplier order ref
- This column displays the supplier order number. This is used in conjunction with the Supplier column (above). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).
- Customer name
- This column displays the customer name.
- Customer reference
- This column displays the customer’s reference defined on the sales order header.
- Your order
- This column displays the order reference. For Pharma US installations, this reference is the DEA order form number for the ARCOS functionality if the order holds item(s) classified as narcotics (i.e. a narcotic category is connected to the item, and the DEA order form no field is set to YES on the narcotic category). See About the ARCOS functionality (Pharma US) for more information.
- Has text
- This column denotes if text is defined on the order header.
- Inventory contract
- Only displayed if Contract Managed Inventory (CMI) is activated. This column lists the inventory contract defined for the sales order header. See About consuming goods from Contract Managed Inventory (CMI) for links to specific instructions per inventory contract type.
- Simulation order
- This column denotes if the order type on the sales order is for a simulation (i.e. like a normal sales order but without any updates performed). When creating a new sales order, an Order simulation function key is available allowing the user to switch to simulation mode.
- Project
- Only displayed if Manufacturing and Project are installed and activated. This column displays a project number from the Project file denoting the project to which this sales order is connected. The project id is the combination of Project, Phase and Cost code.
- Phase
- Only displayed if Manufacturing and Project are installed and activated. This column displays a phase from the Project file denoting the phase of the project to which this sales order is connected.
- Cost code 1
- Only displayed if Project is installed and activated. This column displays cost code 1 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.
- Cost code 2
- Only displayed if Project is installed and activated. This column displays cost code 2 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.
In Hold date sequencing mode
This mode is accessed by clicking More selections and selecting Hold date as one of your search criteria and clicking OK.
- Hold date
- Indicates the date that the order/quotation was held. Orders/quotations that are held for various reasons are flagged by double plus signs (++) in the RC column. Displays the earliest date.
- Order/Quotation
- When working with held sales orders or service orders, this column displays the order number. When working with held sales quotations, this column displays the quotation number.
- Ve
- When working with held sales quotations, this column displays the version number of the quotation, if any.
- Hld
- This column denotes the level that the order/quotation is being held at (i.e. line or order level).
- RC
- This column indicates the reason(s) why the order/quotation was held. A double plus sign (++) means that the order/quotation is being held for various reasons. In this case, select the Reasons option to view all the reasons why it was held.
- Customer
- This column displays the customer code.
- Customer name
- This column displays the name of the customer on the order/quotation.
- Order value/Quote val
- When working with held sales orders or service orders, this column displays the total value of the order lines, after deduction of the header discount, and including VAT if the order includes VAT. Free-of-charge order lines are not included in this value.
When working with held sales quotations, this column displays the total value of the quotation lines, after deduction of quotation header discount, and including VAT (if applicable). Free-of-charge quotation lines are not included.
- Debtor
- This column identifies the customer that is responsible for paying the invoice.
- Debtor name
- This column displays the name of the debtor.
- Customer order
- This column displays customer order reference.
- Order type
- This column displays the order type.
- Disp date
- This column displays the date when the goods will be dispatched to your customer.
- Total amt incl VAT
- This column displays the total amount including VAT in order currency.
- Total amt excl VAT
- This column displays the total amount excluding VAT in order currency.
- VAT amount
- This column displays the VAT amount in order currency.
- Inv amt incl VAT
- This column displays the total invoice amount including VAT in order currency. The invoiced amount also includes invoiced lines.
- Inv amt excl VAT
- This column displays the total invoice amount excluding VAT in order currency. The invoiced amount also includes invoiced lines.
- Inv VAT amt
- This column displays the invoiced amount including VAT in order currency. The invoiced amount also includes invoiced lines.
- Salesman
- This column displays the salesman for the order.
- Description OT
- This column displays the description of the sales order type.
- Terms of delivery
- This column displays the terms of delivery code defined for the customer on the order.
- Description TOD
- This column displays the description of the terms of delivery code.
- Manner of transport
- This column displays the manner of transport code for the order.
- Description MOT
- This column displays the description of the manner of transport code.
- Primary curr
- This column displays the order currency.
- Exchange rate
- This column displays the exchange rate used when the order was created.
- Terms of payment
- This column displays the terms of payment code defined for the customer on the order.
- Description TOP
- This column displays the description of the terms of payment code.
- Credit days
- This column denotes the number of credit days allowed before which the invoice must be paid.
- Language
- This column displays the language code denoting the language in which external documents (e.g., order confirmation, invoice, etc), should be printed.
- Cash sales
- This column denotes if the order is of type cash sales.
- Internal order
- This column denotes of the order is an internal order.
- To warehouse
- This column displays the receiving warehouse for an internal order.
- MDC code
- This column denotes if the order is of type MDC in a supplying company.
- To company
- This column displays the receiving company if the order is of type MDC in a supplying company.
- End customer
- This column displays the end customer in demanding company if the order is of type MDC in a supplying company.
- Delivery schedule
- This column denotes if the order originates from an inbound delivery schedule.
- Delivery sched no
- This column displays the inbound delivery schedule number.
- Claim order type
- This column is only displayed if the Supplier Marketing Support (SMS) application is installed and activated. Indicates if the order is to be used when claiming the rebate amount from rebate payers.
- Cost centre
- This column displays the cost centre.
- Division
- This column displays the division.
- Order property code
- This column is only available to display via the Edit columns feature if the Order property functionality is activated in the DIS control file. Displays a code from Work with order properties. Note: You can, at any time, access Work with order properties to view or change the code configuration. Any changes will dynamically affect all orders to which the code is assigned. See Setting up the order property functionality for more information.
- Supplier no
- This column displays the supplier number. This is used in conjunction with the Supplier order ref column (below). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).
- Supplier order ref
- This column displays the supplier order number. This is used in conjunction with the Supplier column (above). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).
- Customer name
- This column displays the customer name.
- Customer reference
- This column displays the customer’s reference defined on the sales order header.
- Your order
- This column displays the order reference. For Pharma US installations, this reference is the DEA order form number for the ARCOS functionality if the order holds item(s) classified as narcotics (i.e. a narcotic category is connected to the item, and the DEA order form no field is set to YES on the narcotic category). See About the ARCOS functionality (Pharma US) for more information.
- Has text
- This column denotes if text is defined on the order header.
- Inventory contract
- Only displayed if Contract Managed Inventory (CMI) is activated. This column lists the inventory contract defined for the sales order header. See About consuming goods from Contract Managed Inventory (CMI) for links to specific instructions per inventory contract type.
- Simulation order
- This column denotes if the order type on the sales order is for a simulation (i.e. like a normal sales order but without any updates performed). When creating a new sales order, an Order simulation function key is available allowing the user to switch to simulation mode.
- Project
- Only displayed if Manufacturing and Project are installed and activated. This column displays a project number from the Project file denoting the project to which this sales order is connected. The project id is the combination of Project, Phase and Cost code.
- Phase
- Only displayed if Manufacturing and Project are installed and activated. This column displays a phase from the Project file denoting the phase of the project to which this sales order is connected.
- Cost code 1
- Only displayed if Project is installed and activated. This column displays cost code 1 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.
- Cost code 2
- Only displayed if Project is installed and activated. This column displays cost code 2 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.
In Customer number sequencing mode
This mode is accessed by clicking More selections and selecting Customer number as one of your search criteria and clicking OK.
- Customer
- This column displays the customer code.
- Order/Quotation
- When working with held sales orders or service orders, this column displays the order number. When working with held sales quotations, this column displays the quotation number.
- Ve
- When working with held sales quotations, this column displays the version number of the quotation, if any.
- Hld
- This column denotes the level that the order/quotation is being held at (i.e. line or order level).
- RC
- This column indicates the reason(s) why the order/quotation was held. A double plus sign (++) means that the order/quotation is being held for various reasons. In this case, select the Reasons option to view all the reasons why it was held.
- Handler
- This column identifies the employee responsible for the transaction. This value is defined in the Signature table.
- Customer name
- This column displays the name of the customer on the order/quotation.
- Order value/Quote val
- When working with held sales orders or service orders, this column displays the total value of the order lines, after deduction of the header discount, and including VAT if the order includes VAT. Free-of-charge order lines are not included in this value.
When working with held sales quotations, this column displays the total value of the quotation lines, after deduction of quotation header discount, and including VAT (if applicable). Free-of-charge quotation lines are not included.
- Debtor
- This column identifies the customer that is responsible for paying the invoice.
- Debtor name
- This column displays the name of the debtor.
- Customer order
- This column displays customer order reference.
- Order type
- This column displays the order type.
- Disp date
- This column displays the date when the goods will be dispatched to your customer.
- Total amt incl VAT
- This column displays the total amount including VAT in order currency.
- Total amt excl VAT
- This column displays the total amount excluding VAT in order currency.
- VAT amount
- This column displays the VAT amount in order currency.
- Inv amt incl VAT
- This column displays the total invoice amount including VAT in order currency. The invoiced amount also includes invoiced lines.
- Inv amt excl VAT
- This column displays the total invoice amount excluding VAT in order currency. The invoiced amount also includes invoiced lines.
- Inv VAT amt
- This column displays the invoiced amount including VAT in order currency. The invoiced amount also includes invoiced lines.
- Salesman
- This column displays the salesman for the order.
- Description OT
- This column displays the description of the sales order type.
- Terms of delivery
- This column displays the terms of delivery code defined for the customer on the order.
- Description TOD
- This column displays the description of the terms of delivery code.
- Manner of transport
- This column displays the manner of transport code for the order.
- Description MOT
- This column displays the description of the manner of transport code.
- Primary curr
- This column displays the order currency.
- Exchange rate
- This column displays the exchange rate used when the order was created.
- Terms of payment
- This column displays the terms of payment code defined for the customer on the order.
- Description TOP
- This column displays the description of the terms of payment code.
- Credit days
- This column denotes the number of credit days allowed before which the invoice must be paid.
- Language
- This column displays the language code denoting the language in which external documents (e.g., order confirmation, invoice, etc), should be printed.
- Cash sales
- This column denotes if the order is of type cash sales.
- Internal order
- This column denotes of the order is an internal order.
- To warehouse
- This column displays the receiving warehouse for an internal order.
- MDC code
- This column denotes if the order is of type MDC in a supplying company.
- To company
- This column displays the receiving company if the order is of type MDC in a supplying company.
- End customer
- This column displays the end customer in demanding company if the order is of type MDC in a supplying company.
- Delivery schedule
- This column denotes if the order originates from an inbound delivery schedule.
- Delivery sched no
- This column displays the inbound delivery schedule number.
- Claim order type
- This column is only displayed if the Supplier Marketing Support (SMS) application is installed and activated. Indicates if the order is to be used when claiming the rebate amount from rebate payers.
- Cost centre
- This column displays the cost centre.
- Division
- This column displays the division.
- Order property code
- This column is only available to display via the Edit columns feature if the Order property functionality is activated in the DIS control file. Displays a code from Work with order properties. Note: You can, at any time, access Work with order properties to view or change the code configuration. Any changes will dynamically affect all orders to which the code is assigned. See Setting up the order property functionality for more information.
- Supplier no
- This column displays the supplier number. This is used in conjunction with the Supplier order ref column (below). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).
- Supplier order ref
- This column displays the supplier order number. This is used in conjunction with the Supplier column (above). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).
- Customer name
- This column displays the customer name.
- Customer reference
- This column displays the customer’s reference defined on the sales order header.
- Your order
- This column displays the order reference. For Pharma US installations, this reference is the DEA order form number for the ARCOS functionality if the order holds item(s) classified as narcotics (i.e. a narcotic category is connected to the item, and the DEA order form no field is set to YES on the narcotic category). See About the ARCOS functionality (Pharma US) for more information.
- Has text
- This column denotes if text is defined on the order header.
- Inventory contract
- Only displayed if Contract Managed Inventory (CMI) is activated. This column lists the inventory contract defined for the sales order header. See About consuming goods from Contract Managed Inventory (CMI) for links to specific instructions per inventory contract type.
- Simulation order
- This column denotes if the order type on the sales order is for a simulation (i.e. like a normal sales order but without any updates performed). When creating a new sales order, an Order simulation function key is available allowing the user to switch to simulation mode.
- Project
- Only displayed if Manufacturing and Project are installed and activated. This column displays a project number from the Project file denoting the project to which this sales order is connected. The project id is the combination of Project, Phase and Cost code.
- Phase
- Only displayed if Manufacturing and Project are installed and activated. This column displays a phase from the Project file denoting the phase of the project to which this sales order is connected.
- Cost code 1
- Only displayed if Project is installed and activated. This column displays cost code 1 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.
- Cost code 2
- Only displayed if Project is installed and activated. This column displays cost code 2 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.
In Debtor number sequencing mode
This mode is accessed by clicking More selections and selecting Debtor number as one of your search criteria and clicking OK.
- Debtor
- This column identifies the customer that is responsible for paying the invoice.
- Order/Quotation
- When working with held sales orders or service orders, this column displays the order number. When working with held sales quotations, this column displays the quotation number.
- Ve
- When working with held sales quotations, this column displays the version number of the quotation, if any.
- Hld
- This column denotes the level that the order/quotation is being held at (i.e. line or order level).
- RC
- This column indicates the reason(s) why the order/quotation was held. A double plus sign (++) means that the order/quotation is being held for various reasons. In this case, select the Reasons option to view all the reasons why it was held.
- Handler
- This column identifies the employee responsible for the transaction. This value is defined in the Signature table.
- Debtor name
- This column displays the name of the debtor.
- Order value/Quote val
- When working with held sales orders or service orders, this column displays the total value of the order lines, after deduction of the header discount, and including VAT if the order includes VAT. Free-of-charge order lines are not included in this value.
When working with held sales quotations, this column displays the total value of the quotation lines, after deduction of quotation header discount, and including VAT (if applicable). Free-of-charge quotation lines are not included.
- Customer
- This column displays the customer code.
- Customer name
- This column displays the name of the customer on the order/quotation.
- Customer order
- This column displays customer order reference.
- Order type
- This column displays the order type.
- Disp date
- This column displays the date when the goods will be dispatched to your customer.
- Total amt incl VAT
- This column displays the total amount including VAT in order currency. The invoiced amount also includes invoiced lines.
- Total amt excl VAT
- This column displays the total amount excluding VAT in order currency. The invoiced amount also includes invoiced lines.
- VAT amount
- This column displays the VAT amount in order currency.
- Inv amt incl VAT
- This column displays the total invoice amount including VAT in order currency. The invoiced amount also includes invoiced lines.
- Inv amt excl VAT
- This column displays the total invoice amount excluding VAT in order currency. The invoiced amount also includes invoiced lines.
- Inv VAT amt
- This column displays the invoiced amount including VAT in order currency. The invoiced amount also includes invoiced lines.
- Salesman
- This column displays the salesman for the order.
- Description OT
- This column displays the description of the sales order type.
- Terms of delivery
- This column displays the terms of delivery code defined for the customer on the order.
- Description TOD
- This column displays the description of the terms of delivery code.
- Manner of transport
- This column displays the manner of transport code for the order.
- Description MOT
- This column displays the description of the manner of transport code.
- Primary curr
- This column displays the order currency.
- Exchange rate
- This column displays the exchange rate used when the order was created.
- Terms of payment
- This column displays the terms of payment code defined for the customer on the order.
- Description TOP
- This column displays the description of the terms of payment code.
- Credit days
- This column denotes the number of credit days allowed before which the invoice must be paid.
- Language
- This column displays the language code denoting the language in which external documents (e.g., order confirmation, invoice, etc), should be printed.
- Cash sales
- This column denotes if the order is of type cash sales.
- Internal order
- This column denotes of the order is an internal order.
- To warehouse
- This column displays the receiving warehouse for an internal order.
- MDC code
- This column denotes if the order is of type MDC in a supplying company.
- To company
- This column displays the receiving company if the order is of type MDC in a supplying company.
- End customer
- This column displays the end customer in demanding company if the order is of type MDC in a supplying company.
- Delivery schedule
- This column denotes if the order originates from an inbound delivery schedule.
- Delivery sched no
- This column displays the inbound delivery schedule number.
- Claim order type
- This column is only displayed if the Supplier Marketing Support (SMS) application is installed and activated. Indicates if the order is to be used when claiming the rebate amount from rebate payers.
- Cost centre
- This column displays the cost centre.
- Division
- This column displays the division.
- Order property code
- This column is only available to display via the Edit columns feature if the Order property functionality is activated in the DIS control file. Displays a code from Work with order properties. Note: You can, at any time, access Work with order properties to view or change the code configuration. Any changes will dynamically affect all orders to which the code is assigned. See Setting up the order property functionality for more information.
- Supplier no
- This column displays the supplier number. This is used in conjunction with the Supplier order ref column (below). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).
- Supplier order ref
- This column displays the supplier order number. This is used in conjunction with the Supplier column (above). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).
- Customer name
- This column displays the customer name.
- Customer reference
- This column displays the customer’s reference defined on the sales order header.
- Your order
- This column displays the order reference. For Pharma US installations, this reference is the DEA order form number for the ARCOS functionality if the order holds item(s) classified as narcotics (i.e. a narcotic category is connected to the item, and the DEA order form no field is set to YES on the narcotic category). See About the ARCOS functionality (Pharma US) for more information.
- Has text
- This column denotes if text is defined on the order header.
- Inventory contract
- Only displayed if Contract Managed Inventory (CMI) is activated. This column lists the inventory contract defined for the sales order header. See About consuming goods from Contract Managed Inventory (CMI) for links to specific instructions per inventory contract type.
- Simulation order
- This column denotes if the order type on the sales order is for a simulation (i.e. like a normal sales order but without any updates performed). When creating a new sales order, an Order simulation function key is available allowing the user to switch to simulation mode.
- Project
- Only displayed if Manufacturing and Project are installed and activated. This column displays a project number from the Project file denoting the project to which this sales order is connected. The project id is the combination of Project, Phase and Cost code.
- Phase
- Only displayed if Manufacturing and Project are installed and activated. This column displays a phase from the Project file denoting the phase of the project to which this sales order is connected.
- Cost code 1
- Only displayed if Project is installed and activated. This column displays cost code 1 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.
- Cost code 2
- Only displayed if Project is installed and activated. This column displays cost code 2 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.
Work with held sales orders or Held service orders or Held sales quotations, More selections (DMR30904)
Function keys
| Clear selections | Clear any selections made on the panel. |
Sequence
Sort order
Held orders/quotations can be sorted at a multiple level by using a combination of three key fields. How the key fields are arranged, or classified, is completely user-definable. For example: They can be sorted first by Hold date, secondly by Customer number and lastly by Debtor number.
The following three parameters are used to specify the order in which the held orders/quotations are sorted by the system.
- Hold date
- Customer number
- Debtor number
Enter a value from 1-3 to specify the order in which the records are sorted.
A/D
Ascending or descending order
Each of these parameters can be displayed in ascending or descending order. Enter A in the second field to display the information in ascending order, or D to display it in descending order.
Selections
- Held orders/lines or Held quotes/lines
Note: Defaults with the YES setting, but can be changed. Indicate if you wish to include held orders/quotations or orders/quotations having held lines. - Released orders/quotes
Note: Defaults with the NO setting, but can be changed. Indicate if you wish to include orders/quotations that have been released. - Order/Quote number
- Handler
- Hold level
- Reason code
- Customer
- Debtor number
- Customer order
- Order type
- Division
Note: - Cost centre
Note: This field is only displayed if the Cost centre handling function is activated.