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Enter and edit orders window

From AR/Cash, select Process orders> Enter and edit orders

Previous

Select to move back through the list of transactions in the Transaction List field.

Order #

The system automatically enters the order number when an order is entered. You can specify an order number in this field when searching for a specific order that was previously entered.

Type

The only Type available in Simple Order Entry is CASH.

Bill To Id

Enter the customer ID to whom this order will be billed, or use the lookup icon to select a value.

If you leave the Bill To Id field blank, a blank Order Entry - Add New Member window displays where you can enter the Customer Type, name, address, and phone number for a new customer.

Order Date

The system automatically defaults to the current system date. You can override this date by selecting the field and entering the date.

Status

The system automatically defaults to the current IN PROCESS status.

Hold

Only applies in the iMIS Full Order Entry module.

Bill To

The Bill To information defaults to the preferred billing address in the customer's record and cannot be modified (updated or changed).

Ship To

(Optional) The Ship To information defaults to the preferred shipping address in the customer's record. You can modify the Ship To ID and/or address.

Note: You can modify the customer's Ship To ID or address by clicking the Address button located at the bottom of the Enter and edit orders window.

Member Type

(Display only) Customer type.

Total Weight

(Display only) Total shipping weight.

Ship Date

Only applies in the iMIS Full Order Entry module.

Purchase Order

If the customer provides a purchase order or other reference number that should appear on the invoice, then enter that number (or alphanumeric combination) in this field or Tab past this field.

If you would like a brief description to display on the AR statement, you should enter that description here when a purchase order number is not given (maximum number of characters = 15).

Source

Optional unless Force Source Coding is enabled on the Customer Setup - Basic Options window (from Customers, select Set up module> General, and click Basic Options).

Using this field may be valuable in tracking a code for an advertising or marketing program. Use the lookup icon to select a value.

All valid Source code options must be added to the SOURCE_CODE table on the Set up general lookup/validation window (from Customers, select Set up tables > General lookup/validation, and select SOURCE_CODE from the drop-down list).

Ship Method

Specifies the desired ship method; the system default ship method is UPS. You can accept the default, enter the desired ship method, or use the lookup icon to select a value.

Note: You can only use a defined ship method. To define a ship method, from Customers, select Set up tables > General lookup/validation to display the Set up general lookup/validation window. Select SHIP_METHOD from the drop-down list and click New. Enter the new ship method Code, Expansion (optional), and Description (optional), and then click Save.

Tax Auth

The system defaults to the tax authority defined in the Default Tax field (from Customers, select Manage customers, open a customer record, press the Financial tab, and select a value from the Default Tax drop-down list) or to the State/Province Code on the Ship To address, if the field is not blank.

(Optional) To override the code, use the lookup icon to select a value.

Terms

The Terms code typically represents the number of days from the invoice date that a customer has to make a payment on the order. The description related to the Terms code prints on the invoice document. Use the lookup icon to select a value. Terms are defined in the Set up terms window (from AR/Cash, select Set up tables > Terms).

Discount

Applies in the Full Order Entry module only. The system bypasses all these fields and goes directly to the Product field.

Priority

Applies in the Full Order Entry module only. The system bypasses all these fields and goes directly to the Product field.

Ship Date

Applies in the Full Order Entry module only. The system bypasses all these fields and goes directly to the Product field.

Line

Displays the line number of the currently selected line item.

Product

Repeat data entry for all products and/or comment lines that are associated with the order.

Enter a Product, or use the lookup icon to select a value.

Note: If you leave the Product field blank, you can enter a comment in the Description field; this comment will be printed on the invoice document.

Description

The system automatically fills in the Description for the product. You can click in the Description field and make changes if needed.

Order

Enter the quantity of the requested product.

Ship

Automatically populated with the value entered in the Order field.

Back

Applies in iMIS Full Order Entry module only.

Price

After you enter the order, iMIS defaults to price and automatically fills in the product's unit price if a price has been defined in the Set up products window (from AR/Cash, select Set up tables > Products). You can override the Price field manually by selecting the field and reentering the price.

Extension

The system calculates the Extension by multiplying the Quantity order by the Unit Price.

Line Items

Displays the Line, Product, Description, Order, Ship, Back, Price, and Extension information for each line item.

Line Total

System display-only field (price X extension = line total)

Freight

(Display only) The cost for shipping the product

Handling

(Display only) The cost for handling the product

Restock

(Display only) The cost for restocking the product

Tax

(Display only) The tax on the product

Total

(Display only) After you enter the Freight and Handling charges on the Order Entry - General Information window, the system recalculates and displays the value in the Balance field (line total + freight + handling + tax = total).

Cash

(Display only) The payment amount

Balance

(Display only) The remaining balance

Print

Opens the Select Report window, where you can select Order to print an Order detail or Invoice to print an Invoice and to mark the order complete.

Address

Opens the Order Entry - Name/Address window.

Order Entry - Name/Address window

Because the Name, Address, and Telephone fields are copied from the original data, you can change these fields as needed without changing the data in the master file. For example, you can perform the following tasks:

General

Use the Order Entry - General Information window to specify additional order-specific information. You can attach various types of notes to the order, and leave the freight and handling charges as they are on the Enter and edit orders window or override them.

Order Entry - General Information window

Payment

Opens the Order Payment window, where you can enter the check number or credit card information and the payment amount.

Ledger

Opens the Transaction Ledger window for the order.

See Also

Simple Orders Overview

How iMIS Processes Payment Amounts

To enter an order

To find/view existing orders

Transaction Ledger window

To view transactions


ASI logo 10.6 Production Release. Updated 3/15/2006 2:44:56 PM
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