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Legend:
SO = Sales Orders
OC = Order Control
SH = Shipping
PU = Purchasing
PO = Purchase Orders
PR = Receiving Purchase Orders
PC = Complete Purchase Orders
VO = Vouchers and Voucher Adjustments
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| User |
The user name, which appears in red in the upper left corner of the screen. |
| Totes |
Totes tracked in SO, OC, SH, PU, PO, PR, and/or PC : N = Not Using, Y = Using |
| Pallets |
Pallets tracked in SO, OC, SH, PU, PO, PR, and/or PC: N = Not Using, Y = Using |
| Print Labels |
Ask print labels question in SO, OC, SH, PU, PO, PR and/or PC: A = Ask Question, N = Not Using, Y = Print Labels |
| Charges |
Ask print charges question in PU, PO, PR and/or PC: A = Ask Question, N = Not Using, Y = Print Charges |
| Purchase Order |
Ask print purchase order question in PU, PO, PR, PC and/or VO: A = Ask Question, N = Not Using, Y = Print Purchase Order |
| Receiver |
Ask print receiver question in PU, PO, PR and/or PC: A = Ask Question, N = Not Using, Y = Print Receiver |
| Vendor Copy |
Ask print vendor copy question in PU, PO, PR and/or PC: A = Ask Question, N = Not Using, Y = Print Vendor Copy |
| Pick Ticket Labels |
Print pick ticket labels in SO, OC and/or SH: N = Not Using, Y = Using |
| Item Info Labels |
Print item info labels in SO, OC and/or SH: N = Not Using, Y = Using |
| Carton Labels |
Print carton labels in SO, OC, and/or SH: N = Not Using, Y = Using |
| Cartonize |
Use the Cartonize option in SO, OC, and/or SH: N = Not Using, Y = Using |
| Carton to Use |
Ask carton item to use question in SO, OC and/or SH: A = Ask Question, N = Not Using |
| Next Day Labels |
Print next day labels in SO, OC and/or SH: N = Not Using, Y = Print labels
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| Next Day Workstation ID |
Next day labels workstation ID. Used by NetConnect Processing to identify third party device (note: this field appears to the right of the Next Day Labels field when NetConnect is activated)
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| Order Labels |
Print order labels in SO, OC, and/or SH: N = Not Using, Y = Using |
| Manifest Labels |
Print manifest labels in SO, OC, and/or SH: N = Not Using, Y = Using |
| Bills of Lading |
Print bills of lading question in SO and/or SH: A = Ask Question, N = Not Using, Y = Print bill of lading |
| Releases |
Ask print question in Order Control (OC) : N = Not Using, Y = Using |
| Messages |
Automatically add stored customer messages in sales orders (SO): A = Ask Question, R = Automatically add messages, N = Not Using |
| Print Orders |
Ask print order question in SO, OC, and/or SH: A = Ask Question, N = Not Using, P = Print, include on pick list, E = Print, exclude from pick list |
| Ship Orders |
Ask ship the order question in Sales Orders (SO): A = Ask Question, N = Not Using, S = Ship order |
| Print Invoices |
Ask print invoice question in SO and/or SH: A = Ask Question, N = Not Using, S = Invoice with shipped date, T = Invoice with today's date |
| Change UOM |
Change the Unit of Measure in PU or PO. Y = Yes allow changes, N = No. |
| Print Checks |
Ask print Check question in Purchasing: Y = Ask to print Check, N = Not using. |
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Field options in Sales Orders: |
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Legend
F – Display field when first opening the sales order header and will allow the user to make changes
Y – Display field when opening the sales order header
N – Do not display field
H – Hide field (not using)
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| Ship Date |
Ship date: F = First and using, Y = Using, N = Not Using |
| Customer PO |
Customer purchase order: F = First, Y = Using, N = Not Using, H = Hide |
| Freight Terms |
Freight payment terms: F = First, Y = Using, N = Not Using, H = Hide |
| Freight Type |
Freight type: F = First, Y = Using, N = Not Using, H = Hide |
| Tax Type |
Tax type: F = First, Y = Using, N = Not Using, H = Hide |
| Date Required |
The expected delivery required: F = First, Y = Using, N = Not Using, H = Hide |
| Time Required |
Time required: F = First, Y = Using, N = Not Using, H = Hide |
| Sales Rep |
Sales rep: F = First, Y = Using, N = Not Using, H = Hide |
| Sales Rep to use |
The sales rep to use when this user enters sales orders (note: displays as the sales rep ID) |
| Terms |
Customer terms: F = First, Y = Using, N = Not Using, H = Hide |
| Carrier |
Carrier: F = First, Y = Using, N = Not Using, H = Hide |
| Airbill |
Airbill or freight tracking number: F = First, Y = Using, N = Not Using, H = Hide |
| Route |
Route: F = First, Y = Using, N = Not Using, H = Hide |
| Broker |
Broker: F = First, Y = Using, N = Not Using, H = Hide |
| Addresses |
Change or add customer alternate ship-to addresses: F = First, Y = Using, N = Not Using |
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| Use Old ID |
Old Item is used as the primary way to locate an item: Y = Use Old Item, N = Use NetYield 8 digit item code. |
| Current Sales Price Column |
Display the current Sales Price in column when viewing item list: Y = display column, N = do not display column |
| Last Historical Price |
Display the Last Historical Price when viewing item list Y = display column, N = do not display column |
| Onhand Inventory Column |
Display the on-hand inventory column: Y = Yes, N = No |
| Available Inventory Column |
Display the available inventory column: Y = Yes, N = No |
| Average Cost Column |
Display the Item Cost column: Y = Yes, N = No (note: only one cost column can be displayed - either actual cost or standard cost) |
| Standard Cost Column |
Display the Standard Cost column: Y = Yes, N = No |
| Costing Method Column |
Display the item's Costing Method when viewing item list: Y = display Costing Method, N = Do not display. |
| Country of Origin Column |
Display the Country of Origin Label (COOL) column: Y = Yes, N = No |
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Fields to show on Purchase Orders:
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Legend F – Display field when first opening the purchase order header and will allow the user to make changes Y – Display field when opening the purchase order header N – Do not display field H – Hide field (not using) |
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| Purchase Note |
Purchase Note: F = First, Y = Using, N = Not Using, H = Hide |
| Receive Location |
The default warehouse location: F = First, Y = Using, N = Not Using, H = Hide |
| Fishing Vessel |
Fishing Vessel: F = First, Y = Using, N = Not Using, H = Hide (note: this will only show if the Item Info Type is "S") |
| Opened Date |
The date the purchase order was opened : F = First, Y = Using, N = Not Using, H = Hide |
| Expected Date |
The expected arrival date: F = First and using, Y = Using, N = Not Using |
| Buyer |
Buyer: F = First, Y = Using, N = Not Using, H = Hide |
| Buyer to use in Purchase Orders |
The default buyer to use when this user enters purchase orders. |
| Terms |
Payment Terms: F = First, Y = Using, N = Not Using, H = Hide |
| Invoice Number |
Vendor Invoice Number : F = First, Y = Using, N = Not Using, H = Hide
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| Freight Type |
Freight Payment Terms: F = First, Y = Using, N = Not Using, H = Hide |
| Carrier and FOB |
Carrier: F = First, Y = Using, N = Not Using, H = Hide |
| Shipper Note |
Shipper Note: F = First, Y = Using, N = Not Using, H = Hide |
| Charges |
Charges: F = First, Y = Using, N = Not Using, H = Hide |
| Temperature |
Receiving Temperature (between 0 and 99 degrees): F = First, Y = Using, N = Not Using, H = Hide
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| Standard Costs |
Update standard costs from the purchase orders : Y = Using, N = Not Using |
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Fields to show on Work Orders:
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| Print Work Orders |
Ask to print the Open Work Orders when updating a work order in Work Orders: A = Ask Question, N = Not Using, Y = Print Work Orders |
| Print Production Plans |
Ask to print the Production Plans when updating a work order in Work Orders: A = Ask Question, N = Not Using, Y = Print the Production Plans |
| Print Production Results |
Ask to print the Production Results when completing a work order in Work Orders: A = Ask Question, N = Not Using, Y = Print the Production Results |
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Fields to show on Planned Transfers:
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| Print Bills of Lading |
Print Bills of Lading from Planned Transfer: Y = Print Bill of Lading, N = Do not print |
| Print Releases |
Print Releases from Planned Transfers: Y = Print Releases, N = Do not print |