OE - Order Entry > OE.01: Enter Orders (Shipping)

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

As Orders are received from your Customers, it is essential that they be recorded as soon as possible so that the processing of the Orders can begin.

This program allows you to do so. Because the system interfaces with your Customer and Inventory files, much of the information is displayed or confirmed automatically for you, thus minimizing the number of entries necessary.

If necessary, Orders can be placed on Hold (eg. if the Customer's Credit Limit has been exceeded or his payments are delinquent).

For each line on the Order, you may enter one or more lines of remarks to facilitate the processing of the Order or to record the Customer's instructions.

Note: For related documentation and workflows, see OE - Order Entry.

Usage

Use this job to enter Customer Shipping Orders, so that Bills of Lading may be printed for the Warehouse in OE.03 [Print Shipping Documents].

Print:

There is no option in this program to print the values that are displayed on the screen.

Regular Orders or Deferred Orders?

Regular Orders check stock availability and allocate at the Lot level, whereas Deferred Orders do not allocate stock. If Orders are entered as Deferred, the Lot allocation process must then be carried out in program OE.91 [Batch Commit Orders].

Orders that come in via EDI (Electronic Data Interchange) will generally be created as Deferred Orders. Orders that are not for immediate shipment should also be entered as Deferred in order to prevent stock from being shipped out of FIFO (First In, First Out) rotation. This can best be illustrated as follows:

For instance, consider the situation where on January 1, Order number 1 is received for shipment on January 5, and Order number 2 is entered for shipment on January 2. If Order number 1 is entered as a Regular Order, it will (if FIFO Lot rotation is being used) allocate the oldest Lot; consequently Order number 2 (which actually ships first) will have to be picked from a Lot that may not be the oldest.

Notes:

If a Note is entered in program OE.01 (using the Notes option on the Acceptance Line) and the Note has been set up with 1 (Print) in Field 3 (Print Option) of program CP.10 [Note Types], program OE.03 [Print Shipping Documents] will print the Notes on the Pickslip. If Field 3 of the Note type has 0 (Do not Print), the Notes will not print on the Pickslip.

Preconditions

• When a Product is in multiple Locations, the Pulling technique defined in program WP.91 [Stock Locator Profile] determines the optimum Picking formula for the Stock Locator system (if applicable) or when entering an Order.
• Whether or not Orders may be entered before the goods have arrived (Deferred Orders) is determined by Field 1 (Allow Deferred Orders) of program WP.96 [Order Processing Profiles].
• Whether or not the Operator must approve the Take Message before updating an entry is determined by Field 6 (Operator Approval for Take) of program WP.96 [Order Processing Profiles].
• A Lot may or may not be allowed to be forced into a negative balance, depending on Field 7 (Lot Forced to Negative) of program WP.96 [Order Processing Profiles].
• If Field 17 (Action Codes) of program CR.62 [Client's Inventory Products] is set to RW (Record Weights), the Operator will be required to enter the actual Weights when an Order is confirmed, if Field 8 (Enter Weight for RW Action) of program WP.96 [Order Processing Profiles] is set to C.
• If Field 11 (Product Type) of program CR.62 [Client's Inventory Products] is set to IS (Unit ID), the Operator may enter the Unit ID rather than the Product code. The program will fill in the Product code automatically from the Unit ID.
• When confirming Bills which have Shipment adjustments, the Operator may or may not be forced to enter a Reason code, depending on Field 11 (Reason for Modification) of program WP.96 [Order Processing Profiles].
• Whether or not to apply the MR (Bill of Lading Clerical) Charge against non-Bill of Lading Orders is defined in Field 13 (Bill of Lading Charges for Non-BOL) of program WP.96 [Order Processing Profiles].
• Whether or not the Operator enters a Control Total is determined by Field 21 (Control Total: Orders) of program WP.96 [Order Processing Profiles].
• Additional codes that must be set up:
  CR.29 [Order Types]
  CR.11 [Conveyances]
  CR.10 [Measuring Units]

Subsequent Actions

To print the Order(s) entered in this program, you must run program OE.03 [Print Shipping Documents].

Orders put on Hold may be reported in program OE.10 [Orders On-Hold Report] and released, when necessary, in program OE.11 [Release Orders On-Hold].

Deferred Orders can be listed in program OE.94 [Deferred Orders - Report] printed (one order per page) in program OE.92 [Deferred Orders - Audit] and committed as a batch in program OE.91 [Batch Commit Orders].

Picked Orders may be optionally confirmed as "picked" in program OE.06 [Pick Confirmation] and Orders may be split in program OE.09 [Order Splitting] or OE.06 [Pick Confirmation].

If the splitting feature has been set up in program WP.97 [Pick Confirmation Profiles].

Orders are confirmed as "shipped" in program OE.20 [Confirm or Modify Shipments] or OE.06 [Pick Confirmation].

Note:To use program OE.06, you must run program OE.03first. If you use program OE.09, run program OE.03next, then program OE.06.

After an Order has been entered, it can be viewed in program OR.40 [Order Information].

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.