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Order Control

Order Control is used by clients that have a dispatcher, a shipping and receiving clerk, or an inventory control person that prepares and modifies orders before generating the necessary shipping paperwork (releases, bills of lading, pick list, and shipping labels). In most companies the sales rep does not do lot assignments or arrange trucking. These tasks are usually handled by a separate department or person. There are different levels of user security to limit which steps a user can complete during the sales order process.

Order Control is a separate security. Those companies that isolate the functions of order taking – lot assignment, and dispatching (freight negotiations) and preparing shipping paperwork – use the security levels to limit the sales rep, dispatcher, and/or inventory control person's access. The dispatcher/inventory control person usually cannot create a sale order – they can only make changes to existing orders.

There are more features in Order Control than in Sales Orders. Command options allow users to :

check the total order gross margin
assign lots
change cost allocation buckets (price exceptions), either by line or in total
print warehouse releases and more.

Order Control is used to monitor the status of orders by managers, inventory control, dispatchers, etc. In Sales Orders, orders can be accessed by customer, or selection box only. Order Control provides many tools to access sales orders in different ways (by route, customer, order number, etc.) in order to make changes to the cost allocations or lot numbers assigned, add order text, delete line items, and enter carrier information and freight charges. In Order Control cost allocations and carriers can be changed on shipped and ready sales orders until the invoice is printed. They cannot be changed anywhere else.

Lot numbers are assigned to sales orders that were shipped and invoiced with unspecified lots in Order Control

Some companies will not need to use the order control option; others may find it very beneficial.

Available Actions

Using

Printing

Order Control Fields

Header fields	Note: Fields will not appear in the header if the Order Control field is set to H (H=hide) in User Options.

Customer	The customer ship-to ID for the sales order.
Name	The customer ship-to name.
Address	The customer ship-to address.
Order	The sales order number and order status. Valid status codes are: O – Open, not priced or shipped P – Priced, but not shipped P – Partially Shipped priced and atleast one item has shipped but the rest are unshipped S – Shipped, but not priced R – Ready. Priced and shipped but not invoiced I – Invoiced but not posted to accounts receivable. This code only displays if the Invoices Post to Receivables setting in Receivables Options has been set to B (B=batch).
Entered	The date the sales order was entered.
Ship On	The ship date for the sales order.
Cust PO	The Cust PO field will be displayed based on the user options and the Required PO field in Customer. The Required PO options at the customer level is based on: X – Not used (skip over the purchase order number field during sales order entry) Y – Force entry of the purchase order N – Do not force entry of the purchase order
Freight	The freight terms and freight type for the sales order: COL – Collect PPD – Prepaid PPC – Prepaid and billed to the customer as a line item on the sales order based on the freight-type cost adjustment.
Freight Type	The freight type is based on the freight type cost adjustment.
Tax	The customer default tax type ID. This field is controlled by the Required by Date field in Sales Options and the Date Required and Time Required fields in User Options.
Expected	The expected arrival date and time.
Sales Rep	The sales rep ID and name.
Terms	The customer default terms.
Carrier	The carrier for the shipment. Defaults from the customer's carrier (by day of the week) setting in Customer.
AB	The airbill number or other shipping reference number.
Route	The default route for the sales order.
Broker	The default broker ID and name for the sales order.

Line Item Fields

Item	The item group ID or item code based on the code for the item selection in User Options.
Item Name	The item name.
Cool	The COOL identity for the item if the item is loose or strict COOL defined. This information must be supplied if the customer or item is strict. This information must be supplied if the customer or item is strict. The COOL defaults from the item, or the customer item alias or item alias group overrides. See COOL Rules for more information.
Packed	The item pack description for the order.
Un	The item pack unit of measure.
Ordered	The quantity ordered.
Price	The selling price and invoice unit of measure.
Shipped	This column displays the location ID and lot number for lotted items. The Shipped column has notes referring to the quantity and lots specified, if any, to be drawn from when the order was entered. If multiple lots were selected, the word "multiple" will appear in place of the lot number. The shipped column is used to monitor the status of each of the line items' quantities, locations, and lots assigned. The open purchase order number and location are used as the lot number for lotted items that have been committed to an open purchase order. Order line statuses are: Later – The unshipped quantity or quantity that will be shipped in the future. Over – The amount shipped in excess of the ordered quantity Short – The amount remaining when the quantity shipped is less than the quantity ordered, followed by the short ship reason ID Ship Later – Indicates that the quantity assigned to lots equals the quantity ordered but the order line has not been marked as "shipped" Ship Later PO – If the lot selected is an open purchase order, the status will be "ship later PO". Unspec – The quantity of lotted items that have been left open against a location that allows unspecified lot assignment PO – Indicates the amount shipped unspecified is against an open purchase order.

Security Required : Shipping - Order Control