Related topics
- About DC1 Contract Managed Inventory (CMI)
- About DC1 Customer/Supplier Rebates
- About DC1 Supplier Marketing Support (SMS)
- About item sourcing during sales order entry
- About processing inter-company orders
- About sales order allocations
- About same item bonus handling
- About unit handling in DC1
- About working with pricing on a sales order
- About working with sales order fees
- Setting up order source handling in DC1
- Shipment preparation process
This is the initial panel for the Sales order enquiry and Service order enquiry (DC1 Service must be installed and activated).
The title differs depending on your enquiry program selection.
The panel’s structure is designed to allow you to quickly navigate through all levels of information for a sales order/service order. On this panel you can do the following:
- Toggle between Order header and Order line, and Service jobs mode to view different information, while remaining on the same panel.
- Toggle between Orders not in error and Orders in error mode to view orders with or without line errors.
- In Order line mode, change the layout of this panel via the entered selection criteria of Customer or Item to view just those order lines for the customer or item.
- In Order line mode, access a sales order subfile positioned to a selected order line using the Select and position option.
- Immediately access the following information: Addresses, Order header, Order lines and Detailed order line information.
- All selection parameters, except for Shipment marking, work as a direct match. Use these parameters to find only the information that is relevant to you.
The orders are sorted according to their number in either ascending, or descending, order. This sequence is controlled by the Order in desc seq parameter in your user profile.
Options
| Display | Select this option to access the Order header, Main information panel. |
| Lines | Select this option to access the Complete order panel to view all lines for the order. |
| Text | Select this option to access the Display text panel to view the text defined for the order header. |
| Addresses | Select this option to access the Addresses panel to view the address information for the order. |
| Picking details | Select this option to access the Pick details panel to view the picking details for the order. |
| Profit | Select this option to view profit margin information for the order. Note: This option cannot be used if a component is displayed and the structure type has the price calculation code set to 1, 3 or 4. If this is the case, then the sales price and cost for the whole structure are added to the parent item which will display the profit. |
| Allocation log | This option is only allowed if the order is defined for firm allocation. Select this option to access the Allocation log enquiry where you can view the details of changes to sales allocations that were both manually created via the sales order allocation proposal routine and automatically created for the customer for firm allocations. |
| Main information | Select this option to access the Order header, Main information panel. |
| Additional information 1 | Select this option to access the Order header, Additional information 1 panel. |
| Additional information 2 | Select this option to access the Order header, Additional information 2 panel. |
| Additional information 3 | Select this option to access the Order header, Additional information 3 panel. |
| Additional information 4 | Select this option to access the Order header, Additional information 4 panel. |
| Disc | Select this option to view the order header discounts (i.e. discounts from Sales pricing methods of type H or of type O). |
| Order settlement | Select this option to access the Order settlements panel where you can view the settlements for an order, e.g., a summary of all amounts and fees for a sales order and payment details. |
| Held reasons | Select this option to view the reasons for a held order. |
| Rel trans | Select this option to access the Order related transactions enquiry where you are able to view all order related transactions for an order number. |
| Line connections | Select this option to access the line connections of the sales order. |
| SMS rebates | This option is only allowed if the order type for the order is defined for SMS rebates. Select this option to access the SMS rebate transactions panel to view the SMS rebates for the order. |
| Lost sales | Select this option to access the Lost sales panel where you can view any lost sales order lines for the order. |
| Promotion trans | Selection this option to view sales promotion transactions for the order. |
Function keys
| Header view / Line view / Job view | Toggle between viewing the order header view, order line view and the service jobs view. The Job view function key is only displayed if DC1 Service is activated and installed, and you accessed the Service order enquiry. |
| Orders in error / Orders not in error | Toggle between viewing sales or service orders in error and not in error. Note: If you click this function key in order line mode, the panel will toggle between displaying order lines in error and order lines not in error. |
| More selections | Perform an advanced search over what orders to display on this panel. |
Selection fields
- Order
- This column displays the sales order number/service order number.
- Customer
- This column displays the customer number of the sales order/service order.
- Handler
- This column displays the order handler code, from the Work with signatures file, denoting the person at your company who handles the sales order/service order.
- Status
- This column displays the sales order/service order header status.
Status Description 00 Order lines have not been entered on the order. 10 The order contains at least one order line that is ready to be printed on a sales order confirmation. 20 The order contains at least one order line that is ready to be printed on a pick list. 30 The order contains at least one order line for which a pick list has been printed and that is ready for pick list confirmation. 40 The order contains at least one order line that is ready to be printed on a transport note. 45 The order contains at least one order line that is ready to be printed on an invoice. 50 Orders that have been processed for invoice but not yet ready to be printed due to periodic invoicing or invoice calendar. 60 All order lines have been invoiced.
- Order type
- This column displays the sales order type of the order.
- Order date
- This column displays the date when the order was entered into the system.
- Order value
- This column displays the total value of the order lines, after deduction of the discount(s), and includes VAT (if applicable to the order). Free of charge order lines are not included in this value.
- Salesman
- This column displays the salesman for the order.
- Description OT
- This column displays the description of the 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.
- Total amt excl VAT
- This column displays the total amount excluding VAT, not yet invoiced, in order currency.
- VAT amount
- This column displays the VAT amount, not yet invoiced, in order currency.
- Total amt incl VAT
- This column displays the total amount including VAT, not yet invoiced, in order currency.
- Inv amt incl VAT
- This column displays the invoiced amount including VAT in order currency. The invoiced amount also includes invoiced lines.
- Inv amt excl VAT
- This column displays the invoiced amount excluding VAT in order currency. The invoiced amount also includes invoiced lines.
- Inv VAT amt
- This column displays the invoiced VAT amount in order currency. The invoiced amount also includes invoiced lines.
- Debtor
- This column displays the number of the debtor, i.e. the customer who is paying the invoice.
- 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 the denotes if the order is of type cash sales.
- Internal order
- This column denotes if 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.
- Demand company handler
- This column displays the handler in demanding company if the order is of type MDC in a supplying company.
- Demand company handler name
- This column displays the name of the handler in demanding company if the order is of type MDC in a supplying company.
- Demand company salesman
- This column displays the salesman in demanding company if the order is of type MDC in a supplying company.
- Demand company salesman name
- This column displays the name of the salesman 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 schedule no
- This column displays the inbound delivery schedule number.
- Claim order type
- This column is only displayed if the DC1 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
- 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 lists the customer name.
- Customer reference
- This column lists the name of the contact person for this order.
- Your order
- This column displays the customer-defined purchase order number.
For Pharma US installations, this reference is the DEA order form number for the ARCOS functionality and is mandatory 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.
- Text
- This column denotes if text is defined on the order header.
- Hold order
- This column denotes if the order is held.
- Order held reason code
- This column displays a code denoting the reason why the order is held. If the order is held due to several reasons, ‘++’ is displayed.
- Error code
- This column is applicable in Orders in error mode and displays a code denoting for which level errors exist.
Code Description H Error was found on Order header level A Error was found on Address level J Error was found on Service order job level L Error was found on Order line level
- Inventory contract
- Only displayed if DC1 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 DC1 Manufacturing and DC1 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 DC1 Manufacturing and DC1 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 DC1 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 DC1 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.
- Earliest line dispatch date
- This column displays the earliest dispatch date for any open (non-shipped) line on the order.
- Promised date
- This column displays the date when the order was promised to be dispatched.
- Delivery date
- This column displays the date when the goods will be delivered to your customer.
- Requested delivery date
- This column displays the delivery date that was requested by the customer.
- Del addr name
- This column displays the name on the delivery address.
- Del addr 1
- This column displays the information on the first line of the delivery address.
- Del addr 2
- This column displays the information on the second line of the delivery address.
- Del addr 3
- This column displays the information on the third line of the delivery address.
- Del addr 4
- This column displays the information on the fourth line of the delivery address.
- Del addr postal
- This column displays the postal code of the delivery address.
- Del addr country
- This column displays the country code of the delivery address.
- Del addr county
- This column displays the county code of the delivery address.
- Del addr st/prov
- This column displays the state/province of the delivery address.
- Inv addr name
- This column displays the name on the invoice address.
- Inv addr 1
- This column displays the information on the first line of the invoice address.
- Inv addr 2
- This column displays the information on the second line of the invoice address.
- Inv addr 3
- This column displays the information on the third line of the invoice address.
- Inv addr 4
- This column displays the information on the fourth line of the invoice address.
- Inv addr postal
- This column displays the postal code of the invoice address.
- Inv addr country
- This column displays the country code of the invoice address.
- Inv addr county
- This column displays the county code of the invoice address.
- Inv addr st/prov
- This column displays the state/province of the invoice address.
Sales order or Service order enquiry, Order lines (DSR12104)
This panel displays existing order lines in Order line mode. Select a line to view more information. Note: If you are in Orders in error mode, the subheading of this panel will read Order lines, Order in error.
Options
| Display | Select this option to access view the detailed order line information. |
| All lines for order / All lines for job | Select this option to view all lines for the sales order or the service job. |
| Text | Select this option to view the text defined for the order line. |
| Addresses | Select this option to view the address information for the order. |
| Header | Select this option to view the header information for the order. |
| Profit | Select this option to view the order line profit. |
| Net price calc | Select this option to view the net price calculation details. |
| Batches | This option is only allowed if the item is batch controlled. Select this option to view the batch information for the order line. |
| Serial no | This option is only allowed if the item is serial number controlled. Select this option to view the serial number information for the order line. |
| PO enquiry | This option is only allowed if the order line is of type BtB (direct or transit). Select this option to view the connected purchase order line. |
| Route restrict | This option is only allowed if the order is defined for shipment preparation. Select this option to view the route restrictions for the item on the order line. |
| MFG order | This option is only allowed if the MFG application is activated and the order line has a manufacturing order line connection. Select this option to view the connected manufacturing order. |
| Configuration | This option is only allowed if the Item class for the item is set to 3 in Work with items, and the order line is connected to a manufacturing order. Select this option to view the product configuration. |
| Allocation log | This option is only allowed if the order is defined for Firm allocation. Select this option to view the allocation log records. |
| Service info | This option is only displayed if the DC1 Service application is activated and if the order line is for a service order. Select this option to view service information for the order line. |
| Main information | Select this option to access the Order line, Main information panel. |
| Additional information 1 | Select this option to access the Order line, Additional information 1 panel. |
| Additional information 2 | Select this option to access the Order line, Additional information 2 panel. |
| Additional information 3 | Select this option to access the Order line, Additional information 3 panel. |
| Additional information 4 | Select this option to access the Order line, Additional information 4 panel. |
| Additional information 5 | Select this option to access the Order line, Additional information 5 panel. |
| Additional information 6 | Select this option to access the Order line, Additional information 6 panel. |
| Discounts | Select this option to view the order line discounts. |
| Related transactions | Select this option to access the Order related transactions enquiry where you are able to view, e.g., the invoices created for the order. |
| Line conn | Select this option to access the Line connections enquiry. Note: Only valid if the selected order line is a parent, component, base, FOC item, back order or warehouse split line. |
| SMS rebates | This option is only allowed if the order is defined for SMS rebates. Select this option to view the SMS rebates for the order line. |
| Rebate trans overview | This option is only allowed if rebate transactions exist for the order line. Select this option to view the rebate transactions for the order line. |
| Catch weight | This option is only allowed for items defined for catch weight. Select this option to view the catch weight details for the order line. |
| PCM project link | This option is only displayed if the PCM application is activated. Select this option to view the PCM project link. |
Function keys
| Header view / Line view / Job view | Toggle between viewing the order header view, order line view and the service jobs view. The Job view function key is only displayed if DC1 Service is activated and installed. |
| Orders in error / Orders not in error | Toggle between viewing sales or service orders in error and not in error. |
| More selections | Perform an advanced search over what sales orders to display on this panel. |
| Maintain program function | Access Work with program function keys to work with the functions available in the program in which you are working. |
Selection fields
- Item
- This column displays the item and description. Note: If the panel is set up to view customer item codes, the column will be titled Cust item and display the customer item code and description set up using the Item cross references function.
- Order
- This column displays the sales order number.
- Line
- This column displays the order line number.
- Status
- This column lists the status of the order line.
Status Description 10 The order line has been entered into the system and is ready for printing on an order confirmation. 18 The order line has been entered with a delivery date that is later than today’s date, and will be printed on a direct print pick list. 20 The order line is ready for printing on a pick list. 30 The pick list has been printed for this line and is ready for pick list confirmation. 40 The order line is ready for printing on a transport note. 45 The order line is ready is ready to be invoiced. 50 The invoice for this line is being processed but not yet ready to be printed due to periodic invoicing or invoice calendar. 60 The invoice has been printed for this line.
- Dispatch date
- This column indicates the date when the order line must be dispatched.
- Hold
- This column denotes that held order lines exist on the order. The order is held on line level, meaning that order lines that are not held can be processed. The reasons can be:
- Credit limit exceeded
- Sales restriction
- Manual hold
- Preliminary manufacturing order created
- Whs
- This column displays the code from the Warehouse table denoting the warehouse from which the item should be delivered.
- Order type
- This column displays the sales order type of the order.
- Backlog
- This column displays the backlog code from any of the following:
- Item (Item file)
- Handling status table
- Sales order type on the order (Sales order type table)
The backlog setting denotes if a back order is allowed for this order line. If set to YES, the order line will become a back order at pick confirmation or at invoicing. If set to NO, a back order will not be created even if the order line is not delivered in full. This code, however, can be overridden during Pick list confirmation.
- Item/Description
- This column displays the item code and description concatenated.
- Item description
- This column displays the description of the item.
- Sales unit
- This column displays the sales unit for the item.
- Ordered qty
- This column displays the ordered quantity in sales unit. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.
- Confirmed qty
- This column displays the confirmed quantity in sales unit. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.
- Orig status
- This column displays the first status the order line received when it was created.
- Backlogged
- This column is set to YES if the line has been backlogged.
- Link type
- This column displays the link type denoting what kind of line is displayed, i.e. Parent or Component, FOC base or FOC item line. See Link types for more information.
- Matrix
- This column is set to YES for those order lines on which the item is a matrix item.
- Sales price ord curr
- This column displays the gross sales price of the item in order currency.
- Prc unit
- This column is only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the unit in which the price is presented. See About price unit handling for more information.
- Currency
- This column displays the currency for the order.
- Price code
- This column displays the price code denoting how the sales price was established. The price code is defined in the Item price code table.
- Price code description
- This column displays the description of the price code.
- VAT incl
- This column denotes if VAT is included in the sales price.
- Net sales prc VAT excl ord curr
- This column displays the net sales price (VAT excluded) in order currency.
- Disc ID
- This column displays the discount id, holding the reason for the discount, that was assigned to the discount amount or discount percentage. If multiple line discounts exist, this is identified by the panel value *MULT in this column. Tip: Click the Discounts option to view the discount information for the line.
- Dis amount
- This column displays the accumulated discount amount in transaction currency or accumulated discount percentage applied on the line. These do not include header discounts. Tip: Click the Discounts option to view the discount information for the line.
- Disc %
- If a discount percentage or multiple discount percentages were applied on the line, this column displays the accumulated discount percentage. Multiple discounts are identified by the panel value *MULT in the Discount ID field. Tip: Click the Discounts option to view the discount information for the line.
- FOC
- This column denotes if the order line is free of charge.
- Net sales prc disc excl ord curr
- This column displays the net sales price for the line when all line discounts are withdrawn. (Header discounts have not been withdrawn.) The net line sales price is displayed in transaction (order) currency.
- Net amount ord curr
- This column displays the net line amount that has been decreased with any line discounts, but excluding header discounts, in order currency and is calculated as:
Net sales price on order line * quantity Note: If the net line price is negative the line will automatically be put on hold. See Fix negative prices for more information.
Note: This column can only display a maximum of 10 positions, including any decimal point. If the amount exceeds this value, this column will display the last 10 positions in the amount. However, the database will be updated correctly.
- Net sales prc disc excl sys curr
- This column displays the net sales price for the line when all line discounts are withdrawn. (Header discounts have not been withdrawn.) The net line sales price is displayed in system currency.
- Net amount sys curr
- This column displays the net line amount that has been decreased with any line discounts, but excluding header discounts, in system currency and is calculated as:
Net sales price on order line * quantity Note: If the net line price is negative the line will automatically be put on hold. See Fix negative prices for more information.
Note: This column can only display a maximum of 10 positions, including any decimal point. If the amount exceeds this value, this column will display the last 10 positions in the amount. However, the database will be updated correctly.
- Total amt excl VAT
- This column displays the total amount in system currency excluding VAT.
- VAT amount
- This column displays the VAT amount in system currency.
- Total amt incl VAT
- This column displays the total amount in system currency including VAT.
- SMS rebate total
- This column displays the total SMS rebate for the order line. Only applicable if the DC1 Customer/Supplier Rebates (RBT) application is installed and activated.
- Rebate calc
- This column denotes if the order line is defined for rebate calculation. Only applicable if the DC1 Customer/Supplier Rebates (RBT) application is installed and activated.
- Expected rebate amount
- This column displays the expected rebate amount for a sales order line. Only applicable if the RBT-SOE (Rebate calculation at SO entry) function is activated in the Function control file.
- Sales order prio
- This column displays the code from the Sales order priority table denoting the priority of the sales order line. Order lines with priority 1 have higher priority than lines with priority 2, etc.
- Back order prio
- This column displays the back order priority code for the sales order line. In the event of a shortage in stock the back order deliveries can be dispatched via the Work with sales order allocation routine according to their priority.
- Held
- This column denotes if the order line is held from further processing. If set to YES, the value below the Reason column heading denotes the reason why the order line is being held.
- Reason
- This column denotes the reason for the order line being held.
- Text
- This column denotes if text has been defined on the order line. Click the Text option to view the text.
- EDI created
- This column is set to YES if the order line is created via Data Interchange (i.e. the order line is part of an EDI order that the customer has sent).
- Line addr
- This column displays the line specific delivery address number, if one has been defined.
- Line MOT
- This column displays the line specific manner of delivery code. This MOT code will only be displayed if it differs from the MOT on the sales order header.
- Line TOD
- This column displays the line specific terms of delivery code. This TOD code will only be displayed if it differs from the TOD on the sales order header.
- Promised date
- This column displays the date when the order was promised to be dispatched.
- Delivery date
- This column displays the date when the goods will be delivered to your customer.
- Req del date
- This column displays the delivery date that was requested by the customer.
- Pick list no
- This column displays the pick list number if the order line has been printed on a pick list.
- Pick list line
- This column displays the pick list line number if the order line has been printed on a pick list.
- Transport note no
- This column displays the transport note number if the order line has been printed on a transport note.
- Pack reported
- This column denotes if pack reporting has been performed for the order line.
- Route
- This column displays the delivery route that was defined for this sales order.
- Departure
- This column denotes the point of departure of the route.
- Destination
- This column displays the destination at your customer.
- Shipment no
- This column displays the shipment number if the order line is part of a shipment.
- Shipment marking
- This column displays the text for shipment marking.
- Order property
- Only displayed if the Order property functionality is activated in the DIS control file. The code is retrieved from Work with order properties. See Setting up the order property functionality for more information.
- Nature of trans
- Only applicable if the EU reporting function is activated. This column denotes the nature of transaction used in the reporting of EU statistics.
- Commodity code
- Only applicable if the EU reporting function is activated. This column displays the commodity code for the item.
- Gross weight
- This column displays the gross weight of the item on the order line.
- Net weight
- This column displays the net weight of the item on the order line.
- Gross volume
- This column displays the gross volume of the item on the order line.
- Net volume
- This column displays the net volume of the item on the order line.
- Supplier
- This column displays the supplier of the item and BtB purchase order.
- Purchase order type
- For BtB purchase orders, this column displays the connecting purchase order type.
- Transit
- Only applicable for BtB orders. This column denotes if the order line is a BtB order line with a transit delivery (i.e. the order line will be delivered from the supplier to your transit stock and then to the customer).
- Direct
- Only applicable for BtB orders. This column denotes if the order line is a BtB order line with a direct delivery (i.e. the order line will be delivered directly from the supplier to the customer).
- Purchase order no
- Only applicable for BtB orders. This column displays the purchase order number that was generated from the connecting order.
- Purchase order line
- Only applicable for BtB orders. This column displays the line number of the purchase order and purchase order line.
- Btb PO sts
- Only applicable for BtB orders. This column lists the statuses of the BtB purchase orders associated with the corresponding sales orders.
- Con
- This column displays the type of connection to another order.
Code Description M Manufacturing order D BtB direct purchase order T BtB transit purchase order
- Con prod order
- This column is set to YES if the order line is connected to a manufacturing order.
- MDC SO nbr
- Only applicable for MDC orders. This column lists the MDC sales order numbers associated with the corresponding sales order. If this is an MDC order and the column is being viewed by the MDC demanding company, this column displays the corresponding sales order number (generated from this sales order) in the MDC supplying company.
If this column is being viewed by the MDC supplying company, this column displays the corresponding sales order number (that generated this sales order) in the MDC demanding company.
- MDC SO lin
- Only applicable for MDC orders. This column lists the MDC sales order lines associated with the corresponding sales order. If this column is being viewed by the MDC demanding company then the order line number in the MDC supplying company is displayed. If this column is being viewed by the MDC supplying company then the sales line order number in the MDC demanding company is displayed.
- MDC PO nbr
- Only applicable in the MDC supplying company for MDC orders. This column displays the purchase order number in the MDC demanding company.
- MDC PO lin
- Only applicable in the MDC supplying company for MDC orders. This column displays the purchase order number in the MDC demanding company.
- MDC SO sts
- Only applicable for MDC orders. This column, which is only applicable for MDC order types by the MDC demanding company, lists the sales order line status in the MDC supplying company.
- Mfg order nbr
- Only applicable for Manufacturing orders. This column lists the manufacturing order numbers associated with the corresponding sales orders.
- Mfg order sts
- Only applicable for Manufacturing orders. This column lists the manufacturing order statuses associated with the corresponding sales orders.
- MDC/MFG order nbr
- Only applicable for MDC Manufacturing orders. This column lists the MDC manufacturing order numbers associated with the corresponding sales order.
- MDC/MFG order sts
- Only applicable for MDC Manufacturing orders. This column lists the statuses of the MDC manufacturing orders associated with the corresponding sales order.
- Inventory contract
- Only applicable if DC1 Contract Managed Inventory (CMI) is activated. This column lists the inventory contract to which the sales order line is connected. See About consuming goods from Contract Managed Inventory (CMI) for links to specific instructions per inventory contract type.
- Recommended qty
- Only applicable for service orders. This column displays the recommended quantity which is the quantity that will be used as the quantity to invoice, if Fixed price parts (applies for spare parts) or Fixed price service item (applies for service items) is set to YES.
- Actual qty
- Only applicable for service orders. This column displays the actual quantity which is the quantity that will used as the quantity to invoice, if Fixed price parts (applies for spare parts) or Fixed price service item (applies for service items) is set to NO.
- Debit
- Only applicable for service orders. This column displays the debit code defined for the service order line. If a debit code is entered, the order line is considered as being internal. This means that the debtor and invoice customer on the invoice generated from the order line will be the internal customer defined for the debit code in the Debit code table.
- Causing part
- Only applicable for service orders. This column, which is only for informational purposes, denotes if this is the spare part that required the object to be serviced (causing part).
- NDC item code
- This column is only available to display via the Edit columns feature for Pharma US installations and is applicable for the ARCOS functionality and the ePedigree functionality.
For the ARCOS functionality, this column displays the NDC item code if the purchase order line is for an item that has been classified as a narcotic item. See About the ARCOS functionality (Pharma US) for more information.
For the ePedigree functionality, this column displays the NDC item code if the purchase order line is for a batch/date controlled item that has been activated for ePedigree tracking. See About the ePedigree functionality (Pharma US) for more information.
- Invoice quantity
- This column is only available to display via the Edit columns feature if the Bonus pricing policy parameter is set to YES in the DIS control file. If the same item bonus functionality is set up in the system and the setup stipulations are met for the item on the order line, the quantity that is invoiced to the customer will be less than the ordered quantity for the item. This column displays the quantity that will be invoiced for this order line. If nothing is displayed in this column, the order quantity will be invoiced.
Service order enquiry, Job view (DSR12107)
This panel displays all open service jobs. From this panel you can view, e.g., order lines, job and action text, as well as recommended kits for the job.
Options
| Display | Select this option to view a record. |
| Lines | Select this option to view the line(s) for a service job. |
| Job text | Select this option to view the job text for a service job. |
| Action text | Select this option to view the action text for a service job. |
| Time text | Select this option to access the Engineer time text enquiry to view time transaction text related for the service job for which an engineer has reported time. |
| Time trans | Select this option to access the Time transactions enquiry to view time transactions per job. |
| Recommended kit | Select this option to access the Recommended kit enquiry where you can drill down to view the contents of a kit. |
Function keys
| Header view / Line view / Job view | Toggle between viewing the order header view, order line view and the service jobs view. |
| Orders in error / Orders not in error | Toggle between viewing sales or service orders in error and not in error. |
| By req time | Display the jobs in requested time sequence. |
| Maintain program function | Access Work with program function keys to work with the functions available in the program in which you are working. |
Selection fields
- Order
- This column displays the order number to which the job belongs.
- Job
- This column displays the job number within the order.
- Item
- This column displays the item number on the job if service object is defined as mandatory on the order type (Object handling). Otherwise, this field is blank.
- Serial number
- This column displays the serial number on the job. This field is blank if serial number is defined as optional on the order type (Object handling).
- Description
- This column displays the description of the item of the order.
- Customer
- This column displays the customer of the order.
- Customer name
- This column displays the name of the customer of the order.
- Requested service date
- This column displays the requested service date.
- Requested service time
- This column displays the requested service time.
- Engineer
- This column displays the engineer responsible for performing the job.
- Name of engineer
- This column displays the name of the job engineer.
- Recommended kit
- This column displays a code from Work with recommended kits denoting the action that needs to be taken for the job.
- Agreement
- This column displays the service agreement connected to the job object, if such an agreement exists.
- Closed
- This column denotes if the order has been closed.
- Order status
- This column displays the order status.
- Calling date
- This column displays the date when the customer contacted your company requiring the service job.
- Calling time
- This column the time when the customer contacted your company requiring the service job.
- Warranty
- This column displays the supplier warranty code, if such a code exists.
- Location
- This column displays the location of the job.
- Order type
- This column displays the order type of the job.
- Response time
- This column only applies for agreement orders. The response time indicates within which time span your company has promised to reply to the customer as defined for the object in the Agreement file.
- Completion time
- This column only applies for agreement orders. The completion time indicates within which time span your company has promised to complete the servicing of the object as defined in the Agreement file.
- Service code 1-4
- The lead texts for these four columns depend on the text defined for the corresponding service code in the Service code table. Each activated column lists the applicable service code denoting the type of work that needs to be done on the related object.
- Service order priority
- This column displays a priority code from Work with sales order priority codes denoting the priority of the job. Valid codes are 1-9, where 1 is the highest priority.
- Debtor
- This column displays the debtor of the order.
- Debtor name
- This column displays the name of the debtor of the order.
- Address number
- This column displays the debtor’s first address line.
- Delivery address name
- This column displays the delivery address.
- Address 1-3
- These three columns display the address number 1, 2, or 3 as specified for the customer of the order.
- Postal code
- This column displays the postal code of the related address number.
- City
- This column displays the city of the related address number.
Sales order/Sales quotations/Service order enquiry, Order header, More selections (DSR12110)
This panel is accessed when the More selections function key is selected on the Sales order or Sales quotations or Service order enquiry, Header view panel. It is possible to enter selection criteria to perform an advanced selection over what orders/quotations to display on that panel. Click Next to access the next panel where you can enter more selection criteria.
Function keys
| More selection lines | Access the More selections panel for order/quotation lines. |
| Clear | Clear all entered selection values. |
Selection
- Order number/Quotation number
- Customer
- Handler
- Order status
- Order type
- Order date/Quotation date
- Reference
- Your order
- Supplier order ref
- Order held level
- Text
- Held reason code
- Salesman
- Invoice customer
- Debtor number
- Customer group
- Customer name
- Expiry date – only displayed if you are in sales quotation mode
Sales order/Sales quotations/Service order enquiry, Order/Quotation header, More selections (DSR12111)
This panel displays more selection criteria that you can enter to perform an advanced selection over what orders/quotations to display on that panel.
Function keys
| More selection lines | Access the More selections panel for order/quotation lines. |
| Clear | Clear all entered selection values. |
Selection
- Shipment marking
- Destination
- Shipping agent
- Cost centre (Only displayed if cost centre handling has been activated)
- Project (Only displayed if DC1 Project Management has been activated). This selection field is not applicable for sales quotations.
- Order source (Only displayed if the ORDSRACT (Order source active) function has been activated in the Function control file)
- Inventory contract (Only displayed if DC1 Contract Managed Inventory (CMI) has been activated). This selection field is only applicable for sales orders.
- Item
- Warehouse
- Batch
- Pick list
- Transport note
- Invoice number
- Invoice number
Sales order/Sales quotations/Service order enquiry, Order/Quotation lines, More selections (DSR12112)
This panel is accessed when the More selections function key is selected on the Sales order or Sales quotations or Service order enquiry, Line view panel. It is possible to enter selection criteria to perform an advanced selection over what orders/quotations to display on that panel. Click Next to access the next panel where you can enter more selection criteria.
Function keys
| More select headers | Access the More selections panel for the order/quotation header. |
| Clear | Clear all entered selection values. |
Selection
- Order number/Quotation number
- Pick list
- Transport note
- Invoice number
- Item
- Item description
- Warehouse
- Order type
- Order status/Quotation status
- Dispatch date
- Customer
- Customer contract
- Sales order priority
- Link type
- Cost centre (Only displayed if cost centre handling has been activated)
Sales order/Sales quotations/Service order enquiry, Order/Quotation lines, More selections (DSR12113)
This panel displays more selection criteria that you can enter to perform an advanced selection over what orders/quotations to display on that panel.
Function keys
| More select headers | Access the More selections panel for the order/quotation header. |
| Clear | Clear all entered selection values. |
- Backlogged
- Set this field to YES if you want to display orders with backlogged lines.
- Connection
- Set this field to YES if you want to display orders with lines for BtB transit lines, BtB direct lines or for lines connected to manufacturing orders.
- FOC
- Set this field to YES if you want to display orders that contain free of charge lines.
- Line held
- Set this field to YES if you want to display orders for which lines are being held.
- Text
- Set this field to YES if you want to display orders for which order header text has been defined.
Selection
- Shipment marking
- Engineer (Only displayed if working with service orders)
- MDC sales order (only displayed if DC1 Multi Distribution Centre is activated). This selection field is not applicable for sales quotations.
- MDC purchase order (only displayed if DC1 Multi Distribution Centre is activated). This selection field is not applicable for sales quotations.
- To company (only displayed if DC1 Multi Distribution Centre is activated). This selection field is not applicable for sales quotations.
- From company (only displayed if DC1 Multi Distribution Centre is activated.) This selection field is not applicable for sales quotations.
- Inventory contract (only displayed if DC1 Contract Managed Inventory (CMI) is activated). This selection field is only applicable for sales orders.
- Contract type (only displayed if DC1 Contract Managed Inventory (CMI) is activated). This selection field is only applicable for sales orders.
Sales quotation or Service quotation enquiry, Quotation header (DSR12114)
This is the initial panel for the Sales quotation enquiry and Service quotation enquiry (DC1 Service must be installed and activated).
The title differs depending on your enquiry program selection.
The panel’s structure is designed to allow you to quickly navigate through all levels of information for a sales quotation/service quotation. On this panel you can do the following:
- Toggle between Quotation header and Quotation line, and Service jobs mode to view different information, while remaining on the same panel.
- Toggle between Quotations not in error and Quotations in error mode to view quotations with or without line errors.
- In Quotation line mode, change the layout of this panel via the entered selection criteria of Customer or Item to view just those quotation lines for the customer or item.
- Immediately access the following information: Addresses, Quotation header, Quotation lines and Detailed quotation line information.
Options
| Display | Select this option to access the Quotation header, Main information 1 panel. |
| Lines | Select this option to access the Complete quotation panel to view all lines for the quotation. |
| Text | Select this option to access the Display text panel to view the text defined for the quotation header. |
| Addresses | Select this option to access the Addresses panel to view the address information for the quotation. |
| Profit | Select this option to view profit margin information for the quotation. Note: This option cannot be used if a component is displayed and the structure type has the price calculation code set to 1, 3 or 4. If this is the case, then the sales price and cost for the whole structure are added to the parent item which will display the profit. |
| Main information 2 | Select this option to access the Quotation header, Main information 2 panel. |
| Additional information 1 | Select this option to access the Quotation header, Additional information 1 panel. |
| Additional information 2 | Select this option to access the Quotation header, Additional information 2 panel. |
| Additional information 3 | Select this option to access the Quotation header, Additional information 3 panel. |
| Additional information 4 | Select this option to access the Quotation header, Additional information 4 panel. |
| Additional information 5 | Select this option to access the Quotation header, Additional information 5 panel. |
| Disc | Select this option to view the quotation header discounts (i.e. discounts from Sales pricing methods of type H or of type O). |
| Order settlement | Select this option to access the Order settlements panel where you can view a summary of all amounts and fees for a sales quotation. |
| Held reasons | Select this option to view the reasons for a held quotation. |
| Line connections | Select this option to access the Line connections enquiry to view the line connections for the whole sales quotation or the specific sales quotation line. |
| SMS rebates | This option is only allowed if the order type for the quotation is defined for SMS rebates. Select this option to access the SMS rebate transactions panel to view the SMS rebates for the quotation. |
| Lost sales | Select this option to access the Lost sales panel where you can view any lost sales lines for the quotation. |
| Promotion trans | Selection this option to view promotion transactions for the quotation. |
Function keys
| Header view / Line view / Job view | Toggle between viewing the quotation header view, quotation line view and the service jobs view. The Job view function key is only displayed if DC1 Service is activated and installed, and you accessed the Service quotation enquiry. |
| Quotations in error / Quotations not in error | Toggle between viewing quotations in error and not in error. Note: If you click this function key in quotation line mode, the panel will toggle between displaying quotation lines in error and quotation lines not in error. |
| More selections | Perform an advanced search over what quotations to display on this panel. |
Selection fields
- Quotation
- This column displays the sales quotation number.
- Version
- This column displays the version number, if any, of the sales quotation.
- Quote type
- This column lists the sales quotation type.
Type Description 1 The quotation normally results in an order when the quotation is accepted. 2 The quotation normally results in a contract. 3 This quotation type is used to identify a service quotation and can only be specified if DC1 Service is installed and activated.
- Order type
- This column lists the sales order type used for the sales quotation.
- Customer
- This column lists the customer number of the sales quotation.
- Handler
- This column lists the handler of the sales quotation.
- Value
- This column displays the total value of the sales quotation lines, after deduction of quotation header discount, and including VAT (if applicable). Free-of-charge quotation lines are not included.
- Exp date
- This column lists the expiry date of the sales quotation, i.e. last date for which the quotation is valid.
- Order sts
- This column displays the sales quotation order header status.
Code Description 10 Entered 20 Printed 60 Closed
- Salesman
- This column lists the salesman for the sales quotation.
- Description OT
- This column displays the description of the sales order type.
- Terms of delivery
- This column lists the terms of delivery code.
- Description TOD
- This column displays the description for the terms of delivery code.
- Manner of transport
- This column lists the manner of transport code.
- Description MOT
- This column displays the description for the manner of transport code.
- Total amt excl VAT
- This column displays the total amount excluding VAT, not yet invoiced, in system currency.
- VAT amount
- This column displays the VAT amount, not yet invoiced, in system currency.
- Total amt incl VAT
- This column displays the total amount including VAT, not yet invoiced, in system currency.
- Inv amt incl VAT
- This column displays the total invoice amount including VAT in system currency.
- Inv amt excl VAT
- This column displays the total invoice amount excluding VAT in system currency.
- Inv VAT amt
- This column displays the invoiced amount including VAT in system currency.
- Debtor no
- This column displays the number of the debtor, i.e. the customer who is paying the invoice.
- Primary curr
- This column denotes the primary currency of the sales quotation.
- Exchange rate
- This column displays the exchange rate.
- Terms of payment
- This column lists the terms of payment code.
- Description TOP
- This column displays the description for the terms of payment code.
- Credit days
- This column lists, if any, 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.
- Cost centre
- This column is only applicable if the cost centre account part (in DC1 Financials) is activated. The cost centre handling function is only used for external orders.
Indicates the cost centre that was entered on the initial Work with sales orders panel. If a value was not entered, the cost centre is retrieved according to the following:
- If a cost centre has been defined in the Signature table for the user that is entering the sales order, that code will be retrieved.
- If a cost centre has been defined for the customer in the Business partner file (A/R basic data panel), that code will be retrieved.
- If a cost centre has been defined in both the Signature table and the Business partner file the default value will be retrieved from the Signature table. The cost centre can be changed. Enter a code from the Account file indicating the cost centre to assign to the sales order.
Note: A security check will be performed to verify if the user is authorised to enter the cost centre.
- Order property code
- This field is only displayed if the Order property functionality is activated in the DIS control file. Enter 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
- Mandatory entry if the Supplier ref mand field is set to YES for the sales order type being used on this sales quotation. There are some cases in which a cross-reference must be made between a sales quotation and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the quotation). Displays the supplier number.
- Supplier order ref
- Mandatory entry if the Supplier ref mand field is set to YES for the sales order type being used on this sales quotation. There are some cases in which a cross-reference must be made between a sales quotation and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the quotation). Displays the supplier order number.
- Customer name
- This column displays the customer name.
- Customer reference
- This column lists the name of the contact person for this sales quotation.
- Your order
- This column lists the name of the contact person for this sales quotation.
- T
- This column denotes if text is defined on the sales quotation header.
- Hold order
- The following panel values can be displayed in this column:
Code Description O Indicates that the whole quotation is held from further processing and that held lines exist on the quotation. The quotation is held on order level, meaning that no lines will be processed in, e.g., the pick list printout. L Indicates that held quotation lines exist on the quotation. The quotation is held on line level, meaning that quotation lines that are not held can be processed. The value below the Order held reason code column heading denotes the reason of the quotation being held.
- Order held reason code
- If either O or L is displayed below the Hold order column heading, this column from the Order held reason code table denotes the reason of the quotation or quotation line(s) being held.
Note: All pre-loaded order held reason codes can be protected through the Authority control handling in SECUR.
Code Description 01 The customer’s total balance has exceeded their credit limit. 03 The quotation is held due to the credit stop code defined in the Business partner file. 20 The quotation is held due to overdue invoices. 30 Sales restrictions exist. 40 The net sales price calculation has yielded a negative value. 51 The quotation is manually held after having contacted the customer. CU The customer has been contacted. HO The quotation has been manually held.
- Error code
- This code is only displayed when working in Work with sales quotation in error mode. If an error was found during the copy process, the quotation is created but cannot be processed further until the error is corrected. This column lists the panel value indicating where the error was found.
Code Description L Error was found on line level. H Error was found on header level. A Error was found on address level. J Error was found on service job level. Select the applicable option to drill down to the applicable level to correct the error.
- Simulation quote
- This column denotes if the order type on the sales quotation is for a sales quotation simulation (i.e. like a normal sales quotation but without any updates performed). When creating a new sales quotation, a Quotation simulation function key is available allowing the user to switch to simulation mode.
- Promised date
- This column displays the date when the order was promised to be dispatched.
- Delivery date
- This column displays the date when the goods will be delivered to your customer.
- Requested delivery date
- This column displays the delivery date that was requested by the customer.
- Del addr name
- This column displays the delivery address.
- Del addr 1-4
- These four columns display the delivery address number 1, 2, 3 or 4 as specified for the customer of the quotation.
- Del addr postal
- This column displays the postal code of the related delivery address number.
- Del addr country
- This column displays the country code of the related delivery address number.
- Del addr county
- This column displays the county code of the related delivery address number.
- Del addr St/Prov
- This column displays the state/province code of the related delivery address number.
- Inv addr name
- This column displays the invoice address.
- Inv addr 1-4
- These four columns display the invoice address number 1, 2, 3 or 4 as specified for the customer of the quotation.
- Inv addr postal
- This column displays the postal code of the related invoice address number.
- Inv addr country
- This column displays the country code of the related invoice address number.
- Inv addr county
- This column displays the county code of the related invoice address number.
- Inv addr St/Prov
- This column displays the state/province code of the related invoice address number.
- Contr base
- If this quotation is a type 2 (contract) sales quotation, this column displays the contract base, which specifies whether the sales price quoted on the contract is strictly for the quantity of goods sold, time (service) or both.
Code Description B Both quantity and time T Time Q Quantity
- From date
- If the quotation is a type 2 (contract) sales quotation, this column displays the starting date from when the contract is valid.
- To date
- If the quotation is a type 2 (contract) sales quotation, this column displays the end date of the contract.
- Open lines
- This column denotes if the sales quotation has open lines and displays the number of open lines.
- Printed lines
- This column denotes if the sales quotation has printed lines and displays the number of printed lines.
- Won lines
- This column denotes if the sales quotation has won lines and displays the number of won lines.
- Lost lines
- This column denotes if the sales quotation has lost lines and displays the number of lost lines.
- Copied lines
- This column denotes if the sales quotation has been copied to an order or contract and displays the number copied.
- Deleted lines
- This column denotes if the sales quotation has deleted lines and displays the number of deleted lines.
Sales quotation enquiry, Quotation lines (DSR12117)
This panel displays existing quotation lines in Quotation line mode of type sales and service. Select a line to view more information. Note: If you are in Quotations in error mode, the subheading of this panel will read Sales quotation enquiry – quote in error, Quotation lines.
Options
| Display | Select this option to access view the detailed quotation line information. |
| All lines for quote | Select this option to show all lines on the quotation. |
| Text | Select this option to view the text defined for the quotation line. |
| Addresses | Select this option to view the address information for quotation. |
| Header | Select this option to view the header information for the quotation. |
| Profit | Select this option to view the quotation line profit. |
| Net price calc | Select this option to view the net price calculation details. |
| Main information | Select this option to access the Quotation line, Main information panel. |
| Additional information 1 | Select this option to access the Quotation line, Additional info 1 panel. |
| Additional information 2 | Select this option to access the Quotation line, Additional info 2 panel. |
| Additional information 3 | Select this option to access the Quotation line, Additional info 3 panel. |
| Additional information 4 | Select this option to access the Quotation line, Additional info 4 panel. |
| Additional information 5 | Select this option to access the Quotation line, Additional info 5 panel. |
| Additional information 6 | Select this option to access the Quotation line, Additional info 6 panel. |
| Discounts | Select this option to view the quotation line discounts. |
| Won/Lost | This option is only displayed if the LSTSL-QT (Lost sales tracking, quotation) function is activated in the Function control file. Access the Quotation line, won/lost info panel to view quotation result information. |
| Line conn | Select this option to access the Line connections panel to view the line connections for the quotation line. |
| SMS rebates | This option is only allowed if the order type for the quotation is defined for SMS rebates. Select this option to access the SMS rebate transactions panel to view the SMS rebates for the quotation line. |
| Rebate trans overview | This option is only allowed if rebate transactions exist for the quotation line. Select this option to view the rebate transactions for the quotation line. |
Function keys
| Job view / Header view / Line view | Toggle between viewing the service job view, quotation header view, and the quotation line view. The Job view function key is only displayed if DC1 Service is activated and installed. |
| Quotations in error / Quotations not in error | Toggle between viewing quotations in error and not in error. |
| More selections | Perform an advanced search over what quotations to display on this panel. |
| View control | Access the View controls window. From this window you can, e.g., set up the number of text lines that should be displayed as well as define sequences and views. |
| Maintain program function | Access Work with program function keys to work with the functions available in the program in which you are working. |
Selection fields
- Item
- This column displays the item and description. Note: If the panel is set up to view customer item codes, the column will be titled Cust item and display the customer item code and description set up using the Item cross references function.
- Quotation
- This column displays the sales quotation number.
- Version
- This column displays the version number, if any, of the sales quotation.
- Line
- This column displays the quotation line number.
- Status
- This column displays the quotation line status.
Code Description 10 Open 20 Printed 30 Won 60 Copied to order/contract 90 Lost