Program Description
This program can be found on the Billing Data Entry menu (BI-1-1). It allows you to enter customer information that is used to bill serialized machines placed at customer sites. Several data files are updated, including but not limited to the Customer (CUSTD), Tax (TAX2.DT), Invoice Header (INVHDRD), Invoice line (INVLID), Accounts Receivable (ARECD), Sales Analysis (SALID), and Contract History (CNHIST.DT) files.
See also:
Invoice/Credit Memo Entry-Item and Item Description Alpha Search
Free Flowing Kit Building-Model Association-Auto Price Recalc
Rev 15 Changes
There is a new global option in Global Record 2 to validate branch numbers in invoice entry, credit memo entry, order entry, order file maintenance, service invoicing, contract setup, contract changes and customer file maintenance. To be valid, branch numbers must match one of the ten branch numbers stored in Branch Global Record 5. Validation checks occur at the branch number prompt in the invoice or order header and in the line items of the invoice or order if branch per line item is activated. The Global Option is in Billing Control Global Record 2, field 52. If this Global Option is set to Y for yes, a valid branch must be entered in at the branch prompts. If an N for no is entered in this Global Option, then branches that are not in Branch Global Record 5 can be entered at the branch prompts. If you are currently using more than 10 branches, you will need to set this Global Option to N for no since only ten branches are stored are stored in Global Record 5. All branches must still be between 1 and 255.
When the new global option is set to Y for yes and the branch does not match any of the branches in Branch Global Record 5, the message Invalid Branch Number will appear at the bottom of the screen. The original branch will be displayed again, and user has the option to accept the original branch or enter a new branch. It is possible that the original branch is invalid, and therefore it must be changed before proceeding.
Example: Invalid Branch In Header:
Example: Invalid Branch #2 in Line Item Split
The programs previously checked to see if a branch was between 1 and 255 but did not display a message if it was not in the range. A message that states Branch Number Must Be Between 1 And 255 has been added and will display when branch is not in the range. Original branch is displayed again and cursor is placed for user to accept original branch or input a new branch.
Branch number is always checked to see if it is between 1 and 255 regardless of whether Global Record 2, field 52 is set to N for No or Y for Yes.
Example: Branch # 2 not between 1 and 255:
A new Global option has been added to the Billing Control Record (Global Record 2). This is field number 53 (Display Ship-To/Bill-To Cust # During Alpha Search In Inv/Cash Posting (Y/N)). If this Global option is set to Y, a second line will display during Alpha Customer Name Search during Invoice Entry, Credit Memo Entry, Order Entry and Cash Posting that will display the Ship-To and Bill-To Customer Numbers. See Screen sample below:
The headings during the Coupon Inquiry during Invoice Entry, Credit Memo Entry, and Order Entry had the headings occasionally misaligned. This has been corrected. Also, there was a problem if the operator accessed an invoice, credit memo or order using Serial Number Access. If the machine had coupon books, the Coupon inquiry prompt would mention that the customer and the machine had coupon books. If the operator slashed out and then accessed a different customer number using customer access instead of Serial Number access, the coupon message would still mention that the machine had coupon books even though the operator had not entered a machine for the second customer. This has been corrected.
Internal changes were made to the program to accommodate the new position of the Number Of Coupons field in the Coupon Header File (CINVHDRD). On Fixed Quantity Coupon Books, the Number Of Coupons field was enlarged from 4 digits to 6 digits. There is one more additional check that has been added with Fixed Quantity coupons. Once the price is entered on the Coupon Book item line, the program will check to see if the price entered is greater than 20000000 divided by the quantity. There is a limit to the largest number that can be stored in Business Basic. This check will prevent the Extended Price from being greater than that limit. If the price is greater than the maximum price, a message stating The Price Can Only Be ####.00 With A Quantity That Large will display on the screen and the operator will need to either enter a lower price, or ^ (shift 6) back to the quantity field and enter in a lower quantity.
Changes were made to Invoice Entry and Order Release when a serialized machine is placed at a customer site. Certain fields in the Serial file (Machine Placement) will be set automatically. The Phone Number, Phone Area Code, Fax Number and Fax Area Code will be set equal to the Customers phone numbers / fax numbers. The Field Service field will be set to Y for yes. The Service Plan will be set to CH for chargeable. The Line Protection Field will be set to Y for yes.
If the OEM Interface is activated, and the Ship-To Customer has the OEM Account field set to Y for yes in the Customer file, the program will ask an additional question on when billing out serialized machines. The question will appear after some of the Serial prompts are answered. The new question is Is This An OEM Machine (N or #). The # (number) at this time can only be 1 for Lanier. As more manufactures are added to the OEM Interface, additional numbers will be added to the list. This number is called the OEM ID.
It is possible that one customer may have some machines that are OEM national account machines and some that are not. This is the reason that we have this field at the Serial level.
This prompt will also appear during Order Release:
Rev 14 Changes
When a customer (or machine) has coupon books, and the quantity left is 0, a message stating that the customer (or machine) has coupons but they are all redeemed is displayed. Changes were made so that if the quantity left is negative, the operator will also get this message. Note: The quantity left should never be negative unless the coupon was modified through Coupon File Maintenance.
A new field was added to the Invoice Line Item File (INVLID), and Sales Analysis File (SALID). This is the Commission Cost field. With Revision 14, you can store a Commission Cost in the Special Price File (CONTPD). If the item being billed is a special price item from the Special Price File (CONTPD), the Commission Cost from the Special Price File will be written into the above files. If the item being billed is not in the Special Price File, or the Commission Cost in the Special Price File for that item is zero, the Commission Cost from the Item File (ITEM) will be written into the above files. On predefined kit line items and coupon line items, the special pricing file is not used. Therefore, the Commission Cost from the Item File (ITEM) will be written into the above files. End Of Day Processing will then write the Commission Cost into the Sales History File (SHHIST.DT) from the Sales Analysis File (SALID). The Commission Cost field is not used for any of the existing Commission Reports. However, you can use this field to write custom Commission Reports with Application Manager.
Rev 13 Changes
Invoice Entry, Order Entry, and Credit Memo Entry can now display inquiry tables for tax code 1, tax 2, and city tax code.
Profit percentage can be set for invoicing in Billing Control File Maintenance.
There is now the ability to suppress printing of invoices or orders in Invoice Entry, Credit Memo Entry, and Order Entry.
There is also the ability to enter $0 on an invoice or check. See also Manual Check Entry.
The programs Invoice Line Item (BIDE001D), Free Flowing Kit Billing (BIDE001H), Invoice/Credit Memo Entry-Item and Item Description Alpha Search (BIDE001L), Invoice/Credit Memo/OE Entry Serial Number Alpha Search (BIDE001M), Free Flowing Kit Building- Model Association Auto-Price Recalculation (BIDE001X), and Invoice Entry-Displaying Customer Messages (BIDE002E) are linked together with several other programs to form the Invoice Entry program.
See the following programs for descriptions of changes associated with Invoice Entry:
Invoice/Credit Memo Entry-Item and Item Description Alpha Search
Free Flowing Kit Building-Model Association-Auto Price Recalc
Rev 12 Documentation
Invoice Entry
Introduction
Invoice Entry is found on the Billing Data Entry menu, 1-1. Following is a brief summary of the changes made to Invoice Entry.
Internal changes were made to incorporate the file expansion of the Item and Serial File and Invoice Line Item and Invoice Header Files.
All of the price and cost fields in the Item File can have 4 digits after the decimal point. This is useful for costs and prices for cabling and corona wire. As an example, the cost or price could be .0123 or 1.0123. Because of this ability, the costs and prices always display with 4 numbers after the decimal point. Extended price and cost is always rounded to two decimals. This applies to all inputs of unit price and cost in the Invoice Entry program. One exception is the Serial File cost. This is only two decimals.
Also changed is the expansion of the line number field from 2 to 3 characters. Along with this change and the display of four decimals, the amount of characters displayed in the items description has been reduced from 17 to 14. This is necessary because of space limitations on the screen.
Warehouse can now be any valid warehouse from 1 to 9999. This includes adding, changing, delete/insert, kits, and coupon invoices.
The ship to name and address can be changed per invoice. This is accomplished by selecting the ship to name and address on the overrides screen when creating the invoice header. Each line of the original name and address now remains on the screen as a default. A carriage return accepts the default or the name or address can be overridden. Any overrides only affect the current invoice.
An exempt status has been added to the customer credit alert feature. Details of this are found on pages 94 - 97.
There is a new enhancement included with Revision 12 that produces a linkage between the Fixed Asset module and machines on Rental contracts. This is a Global File option. With the feature activated, additional prompts and changes to the internal updating appear in Invoice Entry when a machine is sold that is found in a Fixed Asset record. For details on this feature, please see pages 682 - 697.
Invoice Entry (Contd)
Introduction (Contd)
When an item is accessed in the change mode, the list price from the Item File always redisplays even if the price has been overridden during the add. If there is a contract price or quantity break or overall header discount, these are recalculated returning the price to the discounted price.
When a serial numbered item is sold, the serial number that is assigned on the invoice now writes into the Sales Analysis, Salid File. Only the serial number is written. This occurs automatically and is not a global option. There is no prompt involved. Whether the service plan linkage is activated or not has no bearing on this feature. The storing of the serial number in the Salid File is transferred to the Sales History, Shhist.dt File. By storing the serial number on the invoice that the record was sold on, the first step of a complete history record for the machine is begun.
There is a feature during the entry of an item to enter INQ and view a brief inventory status inquiry. From this inquiry, an option to enter the Stock Status Inquiry is now available. This is the same Stock Status Inquiry that is available on the Inquiry menus. After exiting the Stock Status Inquiry, the item that was being entered is returned to and the entry of the item can continue, if desired. This is available in the add and change and delete/insert mode. The INQ feature is not available on predefined or free flowing kits.
When overriding the bill to customer number in the invoice header, a message This Is Not A Bill To Customer Number appears when a ship to account number is input. The input is allowed. This is a warning message to alert the operator to the fact that they are adding Accounts Receivable to a ship to account.
In Revision 12, multiple contract discounts for an item or product class can now be provided to a customer through the use of multiple buying groups, which are assigned to the customer in Customer File Maintenance. When a customer is assigned to multiple buying groups and contract pricing is created for an item or product class, the system uses the lowest available value to price the item(s) on the customers order, invoice, service ticket, or credit memo. Also, if a customer is assigned to multiple buying groups, the system looks at the effective dates of each contract discount and compares it to the order, invoice, service ticket, or credit memo date. Note: When adding an item to an order, invoice, credit memo, or service call that had been previously created, make sure the order, invoice, credit memo, or service call date is within the effective dates of the contract discount to receive contract pricing. If a contract discount is not effective, it is not used to price the item(s). If the customer is not assigned to multiple buying groups, contract pricing remains unchanged.
Invoice Entry (Contd)
Enter Data
Overriding Ship To Name And Address
The ship to name and address can be changed per invoice. This is accomplished by selecting the ship to name and address field on the overrides screen when creating the invoice header. This is field 3 Ship To Address on the overrides screen. Each line of the original name and address now remains on the screen as a default. A carriage return accepts the default or the name or address can be overridden. Any overrides only affect the current invoice.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 5552222 1 1/20/97 1 10 10 2
----- S o l d T o --------------- S h i p T o -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
--------------P.O. Required---------------------------------------------Br 2
Fld 3 *** Please Enter Overrides ***
E' End Of Overrides
1' Shipping No/Sales Order No 14' Link To Svc Contract (Y/N/I)
2' Audit Total
3' Ship To Address
4' Ship Via
5' Special Instruct
6' Shipped From
7' Terms Code
8' Tax Code #1
9' Tax Code #2
10' City Tax Code 43
11' Discount %(XX.X)
12' Sales Rep
13' Shipping Date(MMDDYY) 1/20/97
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 5552222 1 1/20/97 1 10 10 2
----- S o l d T o --------------- S h i p T o -------------------------------
MISSISSIPPI BOAT SERVICES SLEEP IN MOTEL CORP. S/Via U.P.S.
E. WISCONSIN ST. ATTN: JOE WESTON From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
--------------P.O. Required---------------------------------------------Br 2
Fld E *** Please Enter Overrides ***
E' End Of Overrides
1' Shipping No/Sales Order No 14' Link To Svc Contract (Y/N/I)
2' Audit Total
3' Ship To Address
4' Ship Via
5' Special Instruct
6' Shipped From
7' Terms Code
Invoice Entry (Contd)
Enter Data (Contd)
Input Of Unit Price And Cost
All of the unit price and cost fields in the Item File can have 4 digits after the decimal point. This is useful for costs and prices for cabling and corona wire. For example, the cost or price could be .0123 or 1.0123. Because of this ability, the costs and prices always display with 4 numbers after the decimal point. For example, $10.00 displays as 10.0000. Extended price and cost is always rounded to two decimals. The price and cost, which are written to the Sales Analysis File, Salid, and A/R File, Arecd, is the extended. Thus, it is always rounded to two decimal positions.
The four decimal unit cost and price applies to all inputs and displays of unit price and cost. This includes adding items, changing items, deleting item, and inserting items. This includes the unit price of predefined kits and free flowing kits. When entering the individual items on free flowing kits, the unit price and cost incorporates the four decimal positions. The four decimal unit price and cost are also incorporated into the entry of a coupon invoice, the coupon book price, and the cost of the items on the coupon when realizing cost at the time of the coupon invoice.
One exception to the display and input of a unit cost is the Serial File cost on serialized items. This is only two decimals. The Serial File cost is stored in the Serial File as two decimal positions.
When calculating contract price breaks or broken pack costs and prices or quantity break discount price breaks, the following rule applies. If the original price or cost is only using 2 decimal places (i.e., 5.2500), the resulting cost or price also is two decimals as rounding occurs. If the original price or cost is using the 3 or 4 decimal positions (i.e., 5.1234), the resulting cost or price calculates out to the 4 decimal positions when applicable.
For example, the original unit price or cost is 40.3500. The pack multiple is 4. A broken pack is sold. The calculation is 40.3500/4 = 10.0875. Since the original unit cost or price of 40.35 is only using two decimal positions, the resulting broken pack unit price or cost is rounded to 10.09. This is the cost or price that is written into the files as the unit price or cost on the invoice and is used in the calculation of the extended. If the original price or cost was 40.3512 and this is divided by 4, the resulting price or cost is 10.0878. This would not be rounded up and is used in the calculation of the extended.
Invoice Entry (Contd)
Enter Data (Contd)
Input Of Price And Cost (Contd)
For example, the price is stored in the Item File as 34.6888. A discount percentage is stored in the Contract Price File or quantity break field in the Item File. The percentage is 2%. The resulting discount amount is 34.6888 X 2% = .693776 which is rounded to .6938. This is subtracted from 34.6888 which equals a unit price of 33.995. If the original unit price was 34.6800, the discount amount is .69 as only two decimal positions are kept. The resulting unit price is 34.6800 - .69 equals 33.99.
The following rules apply to the input of all unit prices and costs in Invoice Entry. This applies to adding, changing, deleting, and inserting, and items on kits. The exception is the input of the Serial File cost. This is always only two decimal positions.
Because the majority of the prices and costs only have 2 digits after the decimal point, Invoice Entry is able to recognize entry of the number without a decimal point and the extra 2 decimal positions and convert to the 4 decimal point display. Note: You may enter the decimal points, if desired, but it is not necessary. For example, to enter $10.00 as the cost or price, entering 1000 or 10.00 is automatically changed to 10.0000. To enter 50 cents as the cost enter 50 or .50 and that displays as .5000. This is to save the operator time by not having to enter decimal points. However, if more than 2 digits after the decimal point is desired, you must enter the decimal point. For example, the cost or price is .0150 or one and a half cents. Than you must enter the cost or price in Invoice Entry as .0150 or .015 and the cost or price is displayed as .0150. If 0150 was input without the decimal point, the resulting figure is 1.5000 not the .0150 that was desired. Thus, if a price or cost only needs two decimal positions, do not enter a decimal point or the extra two decimal positions. If a price or cost does need 3 or 4 decimal positions than a decimal point must be entered.
Following are some examples. The entry column is how the number should be keyed in. The result column is how the number is displayed in Invoice Entry.
Desired Amount Entry Result
$1000.00 100000 1000.0000
$51.25 5125 51.2500
$.0123 .0123 .0123
$.10 10 .1000
$.1234 .1234 .1234
Invoice Entry (Contd)
Enter Data (Contd)
Input Of Price And Cost (Contd)
In order to allow a four decimal position number, there has to be a limit on the highest number that can be entered in the cost or price field. This number is 200000.00 or Two Hundred Thousand Dollars. Note: This is not extended cost or price just unit or for a quantity of one. If an attempt is made to enter a number larger than 200000.00, the prompt Number Can Not Be Greater Than 200,000.0000 appears. The cursor returns for reinput.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 5552222 1 1/20/97 1 10 10 2 94253
----- S o l d T o --------------- S h i p T o -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
--------------P.O. Required---------------------------------------------Br 2
Item UM Description Ord Ship B/O Disc Price Extend
1 CABLE FT COMPUTER CABLE 1 1 .1234 .12
2 2110A EA COPY MACHINE 1 1 2222222220
Warehouse 1
Number Can Not Be Greater Than 200,000.0000
If an attempt is made to enter a number that has more than 4 decimal positions, the prompt There Can Only Be 4 Decimal Positions appears. The cursor returns for reinput.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 5552222 1 1/20/97 1 10 10 2 94253
----- S o l d T o --------------- S h i p T o -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
--------------P.O. Required---------------------------------------------Br 2
Item UM Description Ord Ship B/O Disc Price Extend
1 CABLE FT COMPUTER CABLE 1 1 .1234 .12
2 CABLE FT COMPUTER CABLE 1 1 .123451234
Warehouse 1
There Can Only Be 4 Decimal Positions
Invoice Entry (Contd)
Enter Data (Contd)
Input Of Price And Cost (Contd)
Following are some examples of the Invoice Entry screen displaying the four decimal unit price and cost.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 5552222 1 1/20/97 1 10 10 2 94254
----- S o l d T o --------------- S h i p T o -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
--------------P.O. Required---------------------------------------------Br 2
Item UM Description Ord Ship B/O Disc Price Extend
1 CABLE FT COMPUTER CABLE 2 2 .1234
Warehouse 1
Cost .0512
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 5552222 1 1/20/97 1 10 10 2 94253
----- S o l d T o --------------- S h i p T o -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
--------------P.O. Required---------------------------------------------Br 2
Item UM Description Ord Ship B/O Disc Price Extend
1 CABLE FT COMPUTER CABLE 2 2 .1234 .25
2 946-189 EA CLEANING ROLLER 1 1 13.5000
Warehouse 1
Cost 6.7000
Note the extended price of the item cable, which is rounded to two decimals. The cost of .0512 results in an extended cost of .10.
Invoice Entry (Contd)
Enter Data (Contd)
Input Of Price And Cost (Contd)
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 5552222 1 1/20/97 1 10 10 2 94254
----- S o l d T o --------------- S h i p T o -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
--------------P.O. Required---------------------------------------------Br 2
Item UM Description Ord Ship B/O Disc Price Extend
1 CABLE FT COMPUTER CABLE 2 2 .1234 .25
2 946-189 EA CLEANING ROLLER 1 1 13.5000 13.50
3 2110A EA COPY MACHINE 1 1 2345.0000
Warehouse 1
Cost 1107.7300
Note the extended price of item 946-189, which is rounded to two decimal positions. Item 2110A is a serial numbered item. The cost that is displayed above is the average cost which does display 4 decimal positions.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 5552222 1 1/20/97 1 10 10 2 94254
----- S o l d T o --------------- S h i p T o -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
--------------P.O. Required---------------------------------------------Br 2
Item UM Description Ord Ship B/O Disc Price Extend
1 CABLE FT COMPUTER CABLE 2 2 .1234 .25
2 946-189 EA CLEANING ROLLER 1 1 13.5000 13.50
3 2110A EA COPY MACHINE 1 1 2345.0000 2345.00
Warehouse 1
Machine Cost 1025.00
However, the above machine cost is only displayed with two decimal positions. This is the Serial File cost, which is always only two decimal positions.
Invoice Entry (Contd)
Enter Data (Contd)
Input Of Price And Cost (Contd)
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 5552222 1 1/20/97 1 10 10 2 94254
----- S o l d T o --------------- S h i p T o -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
--------------P.O. Required---------------------------------------------Br 2
Item UM Description Ord Ship B/O Disc Price Extend
1 CABLE FT COMPUTER CABLE 2 2 .1234 .25
2 946-189 EA CLEANING ROLLER 1 1 13.5000 13.50
3 2110A EA COPY MACHINE 1 1 2345.0000 2345.00
4 SERIAL NO. D5678
5 LMS-K129 EA 15000 COPY KIT 1 1 128.2500 128.25
6 * THE ITEMS LISTED BELOW ARE INCLUDED IN THE ABOVE PRICE.
7 * THE SUPPLIES WILL LAST FOR 15,000 COPIES.
8 * 6 946-181 TONER - BLACK
9 * 1 946-182 DEVELOPER
10 * 1 946-189 CLEANING ROLLER
11 * THE MAINTENANCE PLAN COVERS ALL PARTS AND LABOR FOR ONE
12 * YEAR OR 15,000 COPIES WHICHEVER COMES FIRST.
N'ext P'revious A'dd C'hange D'elete E'nd
Item LMS-K129 is a predefined kit master item number. Note that the unit price is four decimals and extended is rounded to two decimal positions. Although a unit price on a kit could be entered with more than two decimal positions, it really makes no sense as the quantity is always one and would be rounded to two decimals on the extended price. There would be no purpose to entering more than two decimal positions. The same would apply to a free flowing kits price.
Invoice Entry (Contd)
Enter Data (Contd)
Input Of Price And Cost (Contd)
Note the items on the free flowing kit with a unit price with four decimal positions and the extended rounded to two decimal positions.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 5552222 1 1/31/97 1 10 10 2 94410
----- S o l d T o --------------- S h i p T o -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
--------------P.O. Required---------------------------------------------Br 2
Kit Item Number: KIT5
Kit List Price: 100.00 Line Item Total: 100.00 Difference: .00
No Item Number Item Description Wh# PM UM Qty Price Extended
1 CABLE COMPUTER CABLE 1 1 FT 12 .1234 1.48
2 PART MISC PART 1 1 CT 1 98.5200 98.52
3 END
Notes: 'END' To Finish Adding Free Flowing Kit
'MSG' To Enter Message
There is one difference on items that are on free flowing kits. The unit price is not stored for items on kits. Only the extended price is stored. When a free flowing kit is created and an item has a unit price with more than two decimal positions, the unit price may be different on the initial creation of the kit versus accessing the kit through the change mode. This is because when a free flowing kit is accessed in the change mode, a division is made of the extended price divided by the quantity invoiced. This creates the display of the unit price. There may be a rounding difference. This will not cause a problem as the extended still remains the same. The unit price does not write anywhere, only the extended. For example, an item was added with a quantity of 12 and a unit price of .1234. The extended is 1.4808, which is always rounded to two decimals, 1.48. When the kit is accessed in the change mode, the items unit price would display as .1233 as 1.48 divided by 12 is .12333 which is rounded to .1233. The extended remains at 1.48.
Kit Item Number: KIT5
Kit List Price: 100.00 Line Item Total: 100.00 Difference: .00
No Item Number Item Description Wh# PM UM Qty Price Extended
1 CABLE COMPUTER CABLE 1 1 FT 12 .1233 1.48
2 PART MISC PART 1 1 CT 1 98.5200 98.52
Enter A'dd - C'hange - D'elete - 'CR' To End Change
Invoice Entry (Contd)
Enter Data (Contd)
INQ And Accessing Stock Status Inquiry
There is a feature during the entry of an item to enter INQ and view a brief inventory status inquiry. From this inquiry, an option to enter the Stock Status Inquiry is now available. This is the same Stock Status Inquiry that is available on the Inquiry menus. After exiting the Stock Status Inquiry, the item that was being entered is returned to and the entry of the item can continue, if desired. This is available in the add and change and delete/insert mode. The INQ feature is not available on predefined or free flowing kits.
INQ
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 5552222 1 3/28/97 1 10 10 14 94814
----- S o l d T o --------------- S h i p T o -------------------------------
MISSISSIPPI BOAT SERVICES THE SLEEP INN MOTEL S/Via U.P.S.
E. WISCONSIN ST. 54 HOWARD ST From
P.O. BOX 345 P.O. BOX 1235 Spec
PORTAGE WI 539012222LA CROSSE WI 546032222 A/R# 7856200 Co 1
-------------- P.O. Required -------------------------------------------Br 2
Item UM Description Ord Ship B/O Disc Price Extend
1 TONER CT BLACK TONER INQ 55.0000
Warehouse 1
O/H 225 O/O 186 B/O 25 Alloc 1116 R/P 25 * Avail -916
UMTD 1 UYTD 1 SYTD 40.12 CYTD 40.33 LCost 36.0000 PC 6525
Enter 'S' For Stock Status Inquiry, Or Press 'CR' To Continue
INQ is entered at the Ord prompt. A brief summary displays. The information is all from the warehouse the item was assigned to during the input. The cursor is at the following prompt.
Enter 'S' For Stock Status Inquiry, Or Press 'CR' To Continue
A carriage return exits the Inventory Status inquiry and returns the cursor to the Ord prompt. Entering an S accesses the Stock Status Inquiry. The Stock Status Inquiry provides greater detail and access to other inquiries.
Invoice Entry (Contd)
Enter Data (Contd)
INQ And Accessing Stock Status Inquiry (Contd)
Enter 'S' For Stock Status Inquiry, Or Press 'CR' To Continue
Enter S to access the Stock Status Inquiry. Upon entry to Stock Status Inquiry, the printer selection screen appears to select a printer to use if the Stock Status Inquiry is printed. The item that is being input on the invoice automatically appears as the item in Stock Status Inquiry.
3/28/97 Stock Status Inquiry 9:35
Item No. TONER D'etail Or S'ummary S
Enter 'END' To Return To Invoice Entry
Notes: ^ = Go Back 1 Space / = Cancel
The cursor is at the Detail Or Summary prompt. Operation within the Stock Status Inquiry is the same as when accessing the inquiry from the menu. When you are ready to exit Stock Status Inquiry, type in END at Item No., and the cursor returns to the Ord prompt of the item being entered.
Invoice Entry (Contd)
Enter Data (Contd)
Contract Pricing
Multiple contract discounts can now be provided to a customer through the use of multiple buying groups, which are assigned to the customer in Customer File Maintenance. Contract discount prices can be assigned to an individual item or product class(es) in the Contract Pricing File Maintenance program. This can be by price or percentage discount. Contract discount prices can be specifically provided to the customer for an item or product class using the customer number or more generally provided by assigning the customer to one or more buying groups. If the customer has an individual contract discount and a buying group contract discount, contract pricing remains unchanged. The individual contract discount is used to price the item because it is customer-specific. If the customer has an individual contract discount and more than one buying group contract discount, the system looks at the items list price and all of the contract discounts to find the lowest value to price the item. If the customer has more than one buying group, the effective period of a contract discount can be determined by inputting a start and expiration date for the contract discount. If the customer has only an individual contract discount and/or one buying groups, the start and expiration dates of the contract pricing is for informational purposes.
To assign a customer to multiple buying groups, see Customer File Maintenance, Adding A Customer on page 137 or Changing A Customer on page 139.
To create contract discount pricing for an item or product class, see Contract Pricing File Maintenance on page 166.
See the following examples of contract discount pricing as it applies to invoice entry.
Invoice Entry (Contd)
Enter Data (Contd)
Contract Pricing (Contd)
Confirm that the customer can receive contract pricing. In Customer File maintenance Field 26 Contract Pricing:, enter a Y for yes. In Field 27 Buying Group No., enter a buying group number for the customer. For more details, see Customer File Maintenance, Adding A Customer on page 137 or Changing A Customer on page139 of the File Maintenance section. See the following example.
Customer 7818047 can receive contract pricing (a Y for yes is found in Field 26 Contract Pricing). The customer is also assigned to one buying group, buying group 100 in Field 27 Buying Group No. of Customer File Maintenance.
The buying group number is written to Order, Invoice, and Line Item Files when buyer group contract pricing is used on the order, invoice, service ticket, or credit memo. When customer contract pricing is used, 99 is stored in the Order, Invoice, and Line Item Files. For this reason, do not set up a buying group as 99. When contract pricing is not used, a zero is written to these files.
If the customer is assigned to buying group 3 and a contract discount (using a percentage discount) is created for buying group 3, the system uses the percentage to calculate a markup of the LIFO Cost field from the Item file. When any other buying group is used, the system uses the percentage to calculate a discount of the price field. Using buying group 3 allows for some customers to always receive a markup of the items cost, which is a fixed value. If the customer is assigned multiple buying groups including buying group 3, the system still uses the lowest value to price the item.
Invoice Entry (Contd)
Enter Data (Contd)
Contract Pricing (Contd)
6/18/97 Customer File Maintenance 9:36
Enter Procedure Type A'dd C'hange D'elete E'nd C
Fld-Cust.No: 7818047 1-Bill To: 7818047 Date Added: 3/97
2-Company: MG OFFICE SUPPLIES, INC. Company: MG OFFICE SUPPLIES, INC.
3-Address 1: 1250 RED CEDAR COURT Address 1: 1250 RED CEDAR COURT
4-Address 2: P.O. BOX 1250 Address 2: P.O. BOX 1250
5-City: ONALASKA City: ONALASKA
6-State: WI State: WI
7-Zip: 54650 Zip: 54650
8-Phone: 608-781-8047 20-Fax #: 608-781-8048
9-Contact: MELINDA GOLDMAN 21-Tax Code 1: 11
10-Special Instr.: 22-Tax Code 2: 11
11-Terms Code: 1 23-Exempt Code:
12-Credit Alert (Y/N/L/E): N 24-Tax Number: 090771
13-Credit Limit: 100000 25-P.O. Required: Y
14-Interest Charge: Y 26-Contract Pricing: Y
15-Discount (99.9): .0 27-Buying Group No: 100
16-Delivery Zone: 99 28-Suppress Statement: N
17-SIC Code: 33 29-Service Zone: 100
18-Branch: 1 30-City Tax Code: 0
19-County Code: 1 31-Service Territory: 99
Note: ^ = Go Back 1 Space, / = Cancel
Invoice Entry (Contd)
Enter Data (Contd)
Contract Pricing (Contd)
Create a contract discount for that specific customer or for the customers buying group. For more details see Contract Pricing File Maintenance on page 166 of the File Maintenance section. See the following examples.
A contract discount is created for item number M2500 for customer 7818047. The contract discount has a start date of 06/01/97 and an end date of 06/17/97. Since the customer is assigned to only one buying group, the system does not look at the effective dates of the contract discount. The start and end dates of the contract pricing are for informational purposes only.
6/17/97 Contract Pricing File Maintenance 16:16
Enter Procedure Type A'dd C'hange D'elete E'nd A
By I'tem Or By P'roduct Class I
Fld-Customer / Group No. 7818047 1-Item No. M2500
Price Or Discount % $
2-Unit Price/Pcnt 1450.0000 99
3-Start Date 6/01/97
4-Expiration Date 6/17/97
5-Sales Rep/Service Rep No. 32
6-Minimum Order To Qualify 1
Another contract discount is created for item number M2500 for buying group 100 in Contract Pricing File Maintenance. Customer 7818047 is assigned to buying group 100.
6/18/97 Contract Pricing File Maintenance 9:42
Enter Procedure Type A'dd C'hange D'elete E'nd A
By I'tem Or By P'roduct Class I
Fld-Customer / Group No. 100 1-Item No. M2500
Price Or Discount % $
2-Unit Price/Pcnt 1400.0000 99
3-Start Date 6/01/97
4-Expiration Date 8/31/97
5-Sales Rep/Service Rep No. 32
6-Minimum Order To Qualify 1
Invoice Entry (Contd)
Enter Data (Contd)
Contract Pricing (Contd)
Enter an invoice for the customer using the item or an item from the product class for which you created contract pricing. See the following example.
Item number M2500 with a quantity of one is added to the invoice. The system uses the customer-specific contract discount to price the item even though the contract discount for buying group 100 provides a better price. Note the message Contract Price Expired 6/17/97 on the bottom of the invoice screen. The customer-specific contract discount has an expiration date of 06/17/97, and the invoice date is 06/18/97. However, the system does not look at the effective dates of the contract discount because the customer is only assigned to one buying group. The message is for informational purposes.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 7845 1 6/18/97 1 11 11 15 95235
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Item UM Description Ord Ship B/O Disc Price Extend
1 M2500 EA RICOH COPIER M2 1 1500.0000
Warehouse 1
Contract Price Expired 6/17/97
Press 'CR' To Continue
A carriage return is entered, and the customer-specific contract discount is used to price the item on the invoice. See the following example.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 7845 1 6/18/97 1 11 11 15 95235
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Item UM Description Ord Ship B/O Disc Price Extend
1 M2500 EA RICOH COPIER M2 1 1450.0000
Warehouse 1
Invoice Entry (Contd)
Enter Data (Contd)
Contract Pricing (Contd)
Enter additional buying groups for the customer. For more details see Customer File Maintenance, Adding A Customer on page 137 or Changing A Customer on page 139 of the File Maintenance section. See the following example.
Another buying group, buying group 200, is assigned to customer 7818047 in Field 27 of Customer File Maintenance.
6/18/97 Customer File Maintenance 10:04
Enter Procedure Type A'dd C'hange D'elete E'nd C
Fld-Cust.No: 7818047 1-Bill To: 7818047 Date Added: 3/97
2-Company: MG OFFICE SUPPLIES, INC. Company: MG OFFICE SUPPLIES, INC.
3-Address 1: 1250 RED CEDAR COURT Address 1: 1250 RED CEDAR COURT
4-Address 2: P.O. BOX 1250 Address 2: P.O. BOX 1250
5-City: ONALASKA City: ONALASKA
6-State: WI State: WI
7-Zip: 54650 Zip: 54650
8-Phone: 608-781-8047 20-Fax #: 608-781-8048
9-Contact: MELINDA GOLDMAN 21-Tax Code 1: 11
Additional Buying Group Codes 2 Through 10
Buying Group 2 200 Buying Group 7
Buying Group 3 Buying Group 8
Buying Group 4 Buying Group 9
Buying Group 5 Buying Group 10
Buying Group 6
Enter Buying Group Code To Change, Or Press 'RETURN' If Done 2
Invoice Entry (Contd)
Enter Data (Contd)
Contract Pricing (Contd)
Create additional contract discounts for the specific customer or for the customers buying group. For more details see Contract Pricing File Maintenance on page 166 of the File Maintenance section. See the following example.
A contract discount is created for item number M2500 for buying group 200 in Contract Pricing File Maintenance.
6/18/97 Contract Pricing File Maintenance 10:06
Enter Procedure Type A'dd C'hange D'elete E'nd A
By I'tem Or By P'roduct Class I
Fld-Customer / Group No. 200 1-Item No. M2500
Enter Percent Or Dollar Amt(%,$) $
2-Unit Price/Pcnt 1425.0000
3-Start Date 6/01/97
4-Expiration Date 8/31/97
5-Sales Rep/Service Rep No. 32
6-Minimum Order To Qualify 1
Enter another invoice for the customer using the item or an item from the product class for which you created contract pricing. See the following example.
Item number M2500 with a quantity of one is added to the invoice. The system looks at the items list price and all of the contract discounts to find the lowest value to price the item. In this example, the contract discount for buying group 100 is used.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 7846 1 6/18/97 1 11 11 15 95236
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Item UM Description Ord Ship B/O Disc Price Extend
1 M2500 EA RICOH COPIER M2 1 1 1400.0000
Warehouse 1
Invoice Entry (Contd)
Enter Data (Contd)
Contract Pricing (Contd)
If the customer is assigned to multiple buying groups, the system looks at the effective dates of each contract discount. The order, invoice, service ticket, or credit memo date must fall within the effective dates of a contract discount for the contract pricing to be used. If the start date and/or expiration date field is blank, the system does not determine effective dates for the contract discount. See the following examples.
The end date of the contract discount for item number M2500 and buying group 100 is changed to reflect an expired contract discount in Contract Pricing File Maintenance.
6/18/97 Contract Pricing File Maintenance 10:20
Enter Procedure Type A'dd C'hange D'elete E'nd C
By I'tem Or By P'roduct Class I
Fld-Customer / Group No. 100 1-Item No. M2500
Price Or Discount % $
2-Unit Price/Pcnt 1400.0000 99
3-Start Date 6/01/97
4-Expiration Date 6/17/97
5-Sales Rep/Service Rep No. 32
6-Minimum Order To Qualify 1
Field
See the following invoice for customer 7818047. Item number M2500 with a quantity of one is added to the invoice. The system looks at the items list price and all of the contract discounts to find the lowest value to price the item. In this example, the contract discount for buying group 200 is now used because the contract discount for buying group 100 is expired.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 7847 1 6/18/97 1 11 11 15 95237
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Item UM Description Ord Ship B/O Disc Price Extend
1 M2500 EA RICOH COPIER M2 1 1425.0000
Warehouse 1
Invoice Entry (Contd)
Enter Data (Contd)
Contract Pricing (Contd)
The end date of the contract discount for item number M2500 and buying group 200 is also changed to reflect an expired contract discount in Contract Pricing File Maintenance.
6/18/97 Contract Pricing File Maintenance 10:31
Enter Procedure Type A'dd C'hange D'elete E'nd C
By I'tem Or By P'roduct Class I
Fld-Customer / Group No. 200 1-Item No. M2500
Price Or Discount % $
2-Unit Price/Pcnt 1425.0000 99
3-Start Date 6/01/97
4-Expiration Date 6/17/97
5-Sales Rep/Service Rep No. 32
6-Minimum Order To Qualify 1
Field
See the following invoice for customer 7818047. Item number M2500 with a quantity of one is added to the invoice. The system looks at the items list price and all of the contract discounts to find the lowest value to price the item. A contract discount is not used to price the item because all contract discounts are expired. Note the message Contract Pricing Record Not Found appears on the bottom of the invoice screen.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 7848 1 6/18/97 1 11 11 15 95238
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Item UM Description Ord Ship B/O Disc Price Extend
1 M2500 EA RICOH COPIER M2 1 1500.0000
Warehouse 1
Contract Pricing Record Not Found
Invoice Entry (Contd)
Enter Data (Contd)
Model Association
Introduction
Now available in Revision 12 is the Model Association feature. When entering an item number on an invoice, the corresponding Model Association Table is accessible. The Model Association Table is a list of all items associated with a specific machine or computer. The associated items can be items often sold with a specific computer as part of a package (i.e., keyboard, memory, monitor, etc. that is part of a computer system) or can be items sold for use with a specific machine as part of a package (i.e., toner, drum, sorter, etc. that is used in a specific copier).
Use of the model association feature is only available when entering a free-flowing kit. The associated items are selected for addition to the invoice as a part of a free-flowing kit. Thus, the customer sees one price which is the price of the kit. Items that are not part of the model association package can also be entered on the same free-flowing kit.
An optional feature to calculate the price of each item in the model association package based on a percentage of total cost is available during the entry of the model association package.
When an item is added to a Model Association Table, it can be assigned to a different product class using the override product class feature. The different product class is the product class written to the Salid File for posting to the General Ledger and Invoice Line Item File when the item is sold as part of a model association package.
The Model Association feature is also available in Credit Memo Entry, Order Entry, and Service Ticket Entry.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Set up
A free-flowing kit master item number must be created for the model association package in Item File Maintenance on the Billing File Maintenance menu, 3-1-2; Inventory File Maintenance menu, 3-1; Order Entry File Maintenance menu, 3-2; and Purchase Order File Maintenance menu, 3-3. See the following example. Note that item number CSYS is designated as a free-flowing kit master item in Field 50.
9/23/97 Item File Maintenance 9:49
Enter Procedure Type A'dd, C'hange, D'elete, E'nd C
Item No.: CSYS 1-Desc.: COMPUTER SYSTEM:
Fld 2-Product Class: 3113 23-Vendor: 0 * Indicators
3-List Price: 3000.0000 24-Vendor U.M.: EA 34-Override: N
4-Unit/Meas: EA 25-Vendor P.M.: 1 35-Non-Stock(Y,N,D): Y
5-Avg. Cost: .0000 26-Weight: .000 36-Disc. Exmpt: N
6-Last Cost: .0000 27-Type: I 37-Serial No: N
7-Pack Mult: 1 28-Minimum: 0 38-Metered : N
8-Sur. Price: .0000 29-Maximum: 0 39-Tax Exempt: N
9-Burden %: .0 30-Order Amt: 0 40-B/O Exempt: N
10-Comm %: .0 31-Location: 41-Spare Part: N
11-Sub Item: 32-Days(Min Use): 0 42-E.M. Call's:
17-Discount or Price: 33-Days(Max Use): 0 43-Period (Days):
12-Quantity: 0 18-Dsc/Prc: .0000 44-PM Due (Mths):
13-Quantity: 0 19-Dsc/Prc: .0000 45-LIFO Cost: .0000
14-Quantity: 0 20-Dsc/Prc: .0000 46-LIFO Qty: 0
15-Quantity: 0 21-Dsc/Prc: .0000 47-Comm Cost: .0000
16-Quantity: 0 22-Dsc/Prc: .0000 48-Model No:
49-Auto Min/Max (Y/N): N 50-Kit Master (F,P,N,M):F 51-PM Due Copies: 0
Notes: ^ = Go Back 1 Space / = Cancel
The Model Association Table must also be created for the primary item in the model association package. Enter the items associated with the specific machine in the Model Association Table on the Inventory File Maintenance menu, 3-8. See the example on the next page of the items associated with item number PII266MT, a computer.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Set up (Contd)
9/23/97 Model Association Table Report / Inquiry 8:57
Item Number = PII266MT
Associated Item Item Description Copy Yld Yld Time
Item Number: PII266MT PENTIUM II, 266 MHZ MINI-TOWER
Model: PII266MT
FD FLOPPY DRIVE, 3.5 INCH HIGH DENS
Override P.C.: 3113 Svc Param: N
HD-1 HARD DRIVE 1.0GB
Override P.C.: 3113 Svc Param: N
HD-2 HARD DRIVE, 2.0GB
Override P.C.: 3113 Svc Param: N
KB-1 KEYBOARD, 101 KEY STANDARD
Override P.C.: 3113 Svc Param: N
KB-2 KEYBOARD, 101 KEY DELUXE
Override P.C.: Svc Param: N
KB-MS KEYBOARD, MICROSOFT
Override P.C.: 3113 Svc Param: N
KB-MS95 KEYBOARD, MICROSOFT, WIN-95
Override P.C.: 3113 Svc Param: N
MODEM-1 MODEM, INTERNAL, 28.8KBPS FAX
Override P.C.: 3113 Svc Param: N
MODEM-2 MODEM, INTERNAL, 56.6 FAX/VOICE
Override P.C.: 3113 Svc Param: N
MON14-1 MONITOR, 14 INCH, .28 DOT PITCH
Override P.C.: 3113 Svc Param: N
MON15-1 MONITOR, 15 INCH, .28 DOT PITCH
Override P.C.: 3113 Svc Param: N
MON15-2 MONITOR, 15 INCH, TRINITRON
Override P.C.: 3113 Svc Param: N
MON17-1 MONITOR, 17 INCH, TRINITRON
Override P.C.: 3113 Svc Param: N
MOUSE-1 MOUSE, DEXXA
Override P.C.: 3113 Svc Param: N
MOUSE-2 MOUSE, MICROSOFT
Override P.C.: 3113 Svc Param: N
RAM16-1 RAM, 16MB - 4/4MB 72-PIN SIMM'S
Override P.C.: 1000 Svc Param: N
RAM16-2 RAM, 16MB - 2/8MB 72-PIN SIMM'S
Override P.C.: Svc Param: N
RAM32-1 RAM, 32MB - 4/8MB 72-PIN SIMM'S
Override P.C.: 3113 Svc Param: N
RAM32-2 RAM, 32MB - 2/16MB 72-PIN SIMM'S
Override P.C.: 3113 Svc Param: N
RAM64-1 RAM, 64MB - 4/16MB 72-PIN SIMM'S
Override P.C.: 3113 Svc Param: N
RAM64-2 RAM, 64MB - 2/32MB 72-PIN SIMM'S
Override P.C.: 3113 Svc Param: N
WIN95 WINDOWS 95 OPERATING SYSTEM
Override P.C.: 3113 Svc Param: N
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Model Association Items
In Invoice Entry, enter the invoice header information and free-flowing kit master item number. The Invoice Entry program is in the Free-Flowing Kit Entry mode. The cursor is at the following prompt.
Item Number
Enter the model association master item number. (The model association master item number will be referred to as the M-line.) The M-line is the item to which items are associated in the Model Association Table, such as a specific machine or computer. The items description, warehouse, pack multiple, unit of measure, price, and cost default.
Wh#
Carriage return to accept the default warehouse or enter a new warehouse for the item.
Qty
Enter M to initiate the model association feature. The cursor moves to the following prompt.
Do You Want To Distribute The Prices Based On Percentage Of Cost (Y/N)
Enter N not to distribute prices based on a percentage of cost. (i.e., The price of each item in the package is added together until the total price of the package is reached.) The cursor returns to the Qty prompt. Enter Y to distribute the prices of each of the items entered as part of the model association package based on percentage of cost. (i.e., The cost of each item is added together. Average or last cost is used depending on that selected in the Global File. The percentage of the total cost is determined for each item. Each items percentage is multiplied by the total price of the package to calculate the items price in the package.) The cursor moves to the following prompt. Once the price calculation method is selected, it cannot be changed. You must delete and re-enter.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Model Association Items (Contd)
Enter The Price To Distribute ######
This prompt appears if the item prices are calculated based on a percentage of cost. The price or balance of the kit master item number is the default. Carriage return to accept the default price or enter a new price, if desired. The cursor returns to the Qty prompt.
Qty
Enter the quantity for the model association master item. If the item is serialized, a quantity of one must be entered. The commission override and tax exempt features are still available here. The average or last cost of the master item appears near the bottom of the screen. Carriage return to accept the default cost or enter a new cost, if desired. This cost is used to calculate the price if the price is calculated based on a percentage of cost. The list of items associated with the master item number displays. See the following example.
Model Assoc. Selections For PII266MT PENTIUM II, 266 MHZ MINI-TOWER
No Item Number Description Override PC List Price
1 FD FLOPPY DRIVE, 3.5 INCH HIGH DE 3113 98.0000
2 HD-1 HARD DRIVE 1.0GB 3113 200.0000
3 HD-2 HARD DRIVE, 2.0GB 3113 250.0000
4 KB-1 KEYBOARD, 101 KEY STANDARD 3113 28.0000
5 KB-2 KEYBOARD, 101 KEY DELUXE 35.0000
6 KB-MS KEYBOARD, MICROSOFT 3113 49.0000
7 KB-MS95 KEYBOARD, MICROSOFT, WIN-95 3113 75.0000
8 MODEM-1 MODEM, INTERNAL, 28.8KBPS FAX 3113 150.0000
9 MODEM-2 MODEM, INTERNAL, 56.6 FAX/VOIC 3113 210.0000
10 MON14-1 MONITOR, 14 INCH, .28 DOT PITC 3113 150.0000
11 MON15-1 MONITOR, 15 INCH, .28 DOT PITC 3113 150.0000
12 MON15-2 MONITOR, 15 INCH, TRINITRON 3113 190.0000
13 MON17-1 MONITOR, 17 INCH, TRINITRON 3113 295.0000
14 MOUSE-1 MOUSE, DEXXA 3113 45.0000
15 MOUSE-2 MOUSE, MICROSOFT 3113 57.0000
16 RAM16-1 RAM, 16MB - 4/4MB 72-PIN SIMM' 1000 75.0000
17 RAM16-2 RAM, 16MB - 2/8MB 72-PIN SIMM' 80.0000
N'ext, Select Item Choice, A'll, E`X'clude, Or E'nd N
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Model Association Items (Contd)
The following information is displayed for each of the items associated with the model association master item number:
No The computer-assigned line number.
Item Number The item number of the associated item.
Description The description of the item.
Override PC The new product class to which the item is assigned in the Model Association Table. When the item is part of a model association package, this is the product class written to the Salid File for posting to the General Ledger and Invoice Line Item File.
List Price The list price of the item from the Item File.
The cursor is at one of the following prompts:
Select Item Choice, All, EXclude, Or End
Next, Select Item Choice, All, EXclude, Or End N
Enter the computer-assigned line number for each of the associated items to be included as part of the package. A S appears before the item number of each selected item. Only selected items will appear on the invoice. If an invalid line number is input, the Selection Not Found message displays, and the cursor returns for reinput.
Enter A to include all of the associated items in the package. A S appears before all of the items in the list. If an item has been previously excluded, it will not be selected (i.e., X appears before the item number). Only selected items will appear on the kit. If an invalid line number is input, the Selection Not Found message displays, and the cursor returns for reinput. See the example on the following page in which all of the items are selected.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Model Association Items (Contd)
Model Assoc. Selections For PII266MT PENTIUM II, 266 MHZ MINI-TOWER
No Item Number Description Override PC List Price
1 S FD FLOPPY DRIVE, 3.5 INCH HIGH DE 3113 98.0000
2 S HD-1 HARD DRIVE 1.0GB 3113 200.0000
3 S HD-2 HARD DRIVE, 2.0GB 3113 250.0000
4 S KB-1 KEYBOARD, 101 KEY STANDARD 3113 28.0000
5 S KB-2 KEYBOARD, 101 KEY DELUXE 35.0000
6 S KB-MS KEYBOARD, MICROSOFT 3113 49.0000
7 S KB-MS95 KEYBOARD, MICROSOFT, WIN-95 3113 75.0000
8 S MODEM-1 MODEM, INTERNAL, 28.8KBPS FAX 3113 150.0000
9 S MODEM-2 MODEM, INTERNAL, 56.6 FAX/VOIC 3113 210.0000
10 S MON14-1 MONITOR, 14 INCH, .28 DOT PITC 3113 150.0000
11 S MON15-1 MONITOR, 15 INCH, .28 DOT PITC 3113 150.0000
12 S MON15-2 MONITOR, 15 INCH, TRINITRON 3113 190.0000
13 S MON17-1 MONITOR, 17 INCH, TRINITRON 3113 295.0000
14 S MOUSE-1 MOUSE, DEXXA 3113 45.0000
15 S MOUSE-2 MOUSE, MICROSOFT 3113 57.0000
16 S RAM16-1 RAM, 16MB - 4/4MB 72-PIN SIMM' 1000 75.0000
17 S RAM16-2 RAM, 16MB - 2/8MB 72-PIN SIMM' 80.0000
N'ext, Select Item Choice, A'll, E`X'clude, Or E'nd N
Select Item Choice, All, EXclude, Or End
Next, Select Item Choice, All, EXclude, Or End N
Enter X to exclude any associated items from the package. A X appears before the item number of each excluded item. If an item is excluded, it will not be selected if A for all is entered. The exclusion of items can occur before or after items have been selected. When X is entered, the following prompt appears.
Enter Selection To Exclude, Press RETURN When Through
Enter the line number that corresponds with the item that is being excluded from the package. If an invalid line number is input, the Selection Not Found message displays, and the cursor returns for reinput. After entering a line number, the cursor remains at the prompt allowing input of more line numbers. Any item that is excluded will have X displayed next to the item number. When you have completed entering the line numbers, enter a carriage return.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Model Association Items (Contd)
It is efficient to use the exclude feature if all but one or several items on the list are not to be included in the package. Exclude these items and then enter A to select all the items OR enter A to select all items then exclude the appropriate items. All of the items except those excluded are added to the free flowing kit. If an item is mistakenly selected, enter X and the items line number to exclude it. If an item is mistakenly excluded, select that item to remove the exclusion and include the item in the package.
Following is an example of excluding items while selecting others from Model Association list. Lines 2, 4, 5, 6, 9, 10, 11, 13, 14, and 16 have been excluded. A X displays before each excluded item number. Lines 1, 3, 7, 8, 12, 15, and 17 have been selected. A S displays before each selected item number. Only those items which are selected will be included in the package and displayed in the kit.
Model Assoc. Selections For PII266MT PENTIUM II, 266 MHZ MINI-TOWER
No Item Number Description Override PC List Price
1 S FD FLOPPY DRIVE, 3.5 INCH HIGH DE 3113 98.0000
2 X HD-1 HARD DRIVE 1.0GB 3113 200.0000
3 S HD-2 HARD DRIVE, 2.0GB 3113 250.0000
4 X KB-1 KEYBOARD, 101 KEY STANDARD 3113 28.0000
5 X KB-2 KEYBOARD, 101 KEY DELUXE 35.0000
6 X KB-MS KEYBOARD, MICROSOFT 3113 49.0000
7 S KB-MS95 KEYBOARD, MICROSOFT, WIN-95 3113 75.0000
8 S MODEM-1 MODEM, INTERNAL, 28.8KBPS FAX 3113 150.0000
9 X MODEM-2 MODEM, INTERNAL, 56.6 FAX/VOIC 3113 210.0000
10 X MON14-1 MONITOR, 14 INCH, .28 DOT PITC 3113 150.0000
11 X MON15-1 MONITOR, 15 INCH, .28 DOT PITC 3113 150.0000
12 S MON15-2 MONITOR, 15 INCH, TRINITRON 3113 190.0000
13 X MON17-1 MONITOR, 17 INCH, TRINITRON 3113 295.0000
14 X MOUSE-1 MOUSE, DEXXA 3113 45.0000
15 S MOUSE-2 MOUSE, MICROSOFT 3113 57.0000
16 X RAM16-1 RAM, 16MB - 4/4MB 72-PIN SIMM' 1000 75.0000
17 S RAM16-2 RAM, 16MB - 2/8MB 72-PIN SIMM' 80.0000
N'ext, Select Item Choice, A'll, E`X'clude, Or E'nd N
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Model Association Items (Contd)
After completing the selection/exclusion process, the cursor returns to one of the following prompts.
Select Item Choice, All, EXclude, Or End
Next, Select Item Choice, All, EXclude, Or End N
Previous, Select Item Choice, All, EXclude, Or End
Confirm that only the items to be included in the package are selected. Enter N to view the next screen of selections, if applicable. Enter P to view the previous screen of selections, if applicable. When finished, enter E to end the selection/exclusion process and return to the kit entry where each of the selected items display one invoice line at a time. The item number, item description, warehouse, pack multiple, unit of measure, and cost default. The price defaults if the prices are not calculated based on a percentage of cost. The price displays as zero if calculating the price based on cost. The cursor is at the Wh# prompt of the first invoice line. The Model Association Table Items message displays at the bottom of the screen to indicate that the item is one of the associated items. (The associated items will be referred to as the A-lines.) The selected items are added to the kit in item-number order.
Wh#
Carriage return to accept the default warehouse or enter a new warehouse for the item. Enter / to exclude the A-line from the package and move to the next association item. The item will not be included in the package.
Qty
Enter the quantity for the association item. If the item is serialized, a quantity of one must be entered. Enter / to exclude the A-line from the package and move to the next association item. The item will not be included in the package.
The cost of the item displays near the bottom of the screen. This is the average or last cost depending on that selected in the Global File. Carriage return to accept the cost or override it, if desired. This is the cost used to calculate the price if calculated based on a percentage of cost. If an association item is tax exempt, the appropriate sales tax code must be entered for the item. The process is repeated for each of the selected association items.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Model Association Items (Contd)
All of the selected model association items appear on the kit. The price for each of the items displays after all of the items are added to the kit if the prices of the items are calculated based on a percentage of cost. See the following example.
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 1 10/06/97 1 11 11 15 95815
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Kit Item Number: CSYS
Kit List Price: 3000.00 Line Item Total: 3000.00 Difference: .00
No Item Number Item Description Wh# PM UM Qty Price Extended
1 PII266MT PENTIUM II, 266 MHZ MINI 1 1 EA 1 2277.0000 2277.00
2 CABLE COMPUTER CABLE 1 1 FT 10 .3000 3.00
3 FD FLOPPY DRIVE, 3.5 INCH H 1 1 EA 1 30.0000 30.00
4 HD-2 HARD DRIVE, 2.0GB 1 1 EA 1 99.0000 99.00
5 KB-2 KEYBOARD, 101 KEY DELUXE 1 1 EA 1 24.0000 24.00
6 MODEM-2 MODEM, INTERNAL, 56.6 FA 1 1 EA 1 78.0000 78.00
7 MON17-1 MONITOR, 17 INCH, TRINIT 1 1 EA 1 240.0000 240.00
8 MOUSE-2 MOUSE, MICROSOFT 1 1 EA 1 48.0000 48.00
9 RAM32-2 RAM, 32MB - 2/16MB 72-PI 1 1 EA 1 75.0000 75.00
Display (N'ext, P'revious, E'nd) N
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 1 10/06/97 1 11 11 15 95815
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Kit Item Number: CSYS
Kit List Price: 3000.00 Line Item Total: 3000.00 Difference: .00
No Item Number Item Description Wh# PM UM Qty Price Extended
10 WIN95 WINDOWS 95 OPERATING SYS 1 1 EA 1 126.0000 126.00
Display (P'revious, E'nd)
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Model Association Items (Contd)
The program completes the following calculation if the prices of the items in the model association package are calculated based on a percentage of total cost:
1. All of the item costs are added together to determine the total item costs. (Average or last cost is used depending on that selected in the Global File.) The total cost of the items in the package from the example on the previous page is $2234.31.
2. Each items cost is divided by the total cost of the items and multipled by 100 to find its percentage of total cost (i.e., each items cost is divided by $2234.31 and multipled by 100). See the following table.
3. The percentage of total cost for each item (except the last item in the package) is multipled by the total package price to calculate the items price in the package.
4. The price of the last item in the package is determined by totaling the prices of the preceding items and subtracting this total from the total package price. To determine the $126.00 price of item number WIN95 from the previous example, the price total of all of the other items in the package ($2874.00) is subtracted from the total package price ($3000.00).
|
ITEM NUMBER |
COST
|
% OF TOTAL COST |
PRICE |
|
PII266MT |
1698.00 |
75.9 |
2277.00 |
|
CABLE |
0.31 |
0.1 |
3.00 |
|
FD |
23.00 |
1.0 |
30.00 |
|
HD-2 |
73.00 |
3.3 |
99.00 |
|
KB-2 |
17.00 |
0.8 |
24.00 |
|
MODEM-2 |
58.00 |
2.6 |
78.00 |
|
MON17-1 |
180.00 |
8.0 |
240.00 |
|
MOUSE-2 |
35.00 |
1.6 |
48.00 |
|
RAM32-2 |
55.00 |
2.5 |
75.00 |
|
WIN95 |
95.00 |
|
126.00 |
|
TOTAL |
2234.31 |
|
3000.00 |
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Model Association Items (Contd)
After all of the selected items appear in the kit, enter END to complete the entry of the items in the kit. Enter MSG to add a message that will appear on the invoice. Additional items that are part of or not part of the package can be added to the kit after entry of the kit is completed. After END is entered, the cursor moves to the Enter Add - Change - Delete - CR To Change prompt if the kit line item total does not equal the kit list price. The cursor moves to the Enter Serial No. For Item No. ##### - N For None prompt if the kit line item total equals the kit list price.
Enter Add - Change - Delete CR To Change
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 1 10/06/97 1 11 11 15 95811
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Kit Item Number: CSYS
Kit List Price: 3000.00 Line Item Total: 3827.00 Difference: -827.00
No Item Number Item Description Wh# PM UM Qty Price Extended
1 PII266MT PENTIUM II, 266 MHZ MINI 1 1 EA 1 2700.0000 2700.00
2 FD FLOPPY DRIVE, 3.5 INCH H 1 1 EA 1 98.0000 98.00
3 HD-1 HARD DRIVE 1.0GB 1 1 EA 1 200.0000 200.00
4 KB-2 KEYBOARD, 101 KEY DELUXE 1 1 EA 1 35.0000 35.00
5 MODEM-2 MODEM, INTERNAL, 56.6 FA 1 1 EA 1 210.0000 210.00
6 MON15-2 MONITOR, 15 INCH, TRINIT 1 1 EA 1 190.0000 190.00
7 MOUSE-2 MOUSE, MICROSOFT 1 1 EA 1 57.0000 57.00
8 RAM32-1 RAM, 32MB - 4/8MB 72-PIN 1 1 EA 1 120.0000 120.00
9 WIN95 WINDOWS 95 OPERATING SYS 1 1 EA 1 150.0000 150.00
Enter A'dd - C'hange - D'elete - 'CR' To End Change
To add an item to the kit, enter A to add. An item can be added but it will not be part of the model association package. To change an item in the kit, enter C to change and then enter the number of the line you wish to change. The selected line displays near the bottom of the screen. Change the items warehouse, quantity (if not a serialized item), price, and/or cost, if desired. To delete an item in the kit, enter D to delete.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Model Association Items (Contd)
Enter Serial No. For Item No. ##### - N For None
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 7847 1 9/24/97 1 11 11 15 95725
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Kit Item Number: CSYS
Kit List Price: 3000.00 Line Item Total: 3000.00 Difference: .00
No Item Number Item Description Wh# PM UM Qty Price Extended
10 END
Notes: 'END' To Finish Adding Free Flowing Kit
'MSG' To Enter Message
Enter Serial No. For Item No. PII266MT - 'N' For None
Enter the serial number for the specified item or enter N for no serial number. If no serial number is entered, the serial record is not updated for the customer. This prompt appears for every serialized item in the package. If the cost of a serialized item from the Serial File is zero, the Cost Of Serial Item Is Zero. Do You Wish To Use Average Cost (Y/N) prompt displays. Enter Y to use the average cost, which will be used to update the Salid File. After entering a serial number or bypassing serial number entry for all of the serialized items in the kit, the entry of the kit is complete. The cursor returns to the regular item entry screen and is at the following prompt.
Warehouse #
The entry of a new kit or any additional items is now possible. Carriage return to accept the default warehouse or enter a new warehouse number.
Item
Enter a new kit master item number or an additional item number, if desired. Enter END or TOT to end invoice entry. The cursor moves to the following prompt.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Model Association Items (Contd)
Next Previous Add Change Delete End
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 1 10/06/97 1 11 11 15 95811
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Item UM Description Ord Ship B/O Disc Price Extend
13 * SERIAL NO.
14 * 1 MOUSE-2 MOUSE, MICROSOFT
15 * 1 RAM32-1 RAM, 32MB - 4/8MB 72-PIN SIMM'S
16 * 1 WIN95 WINDOWS 95 OPERATING SYSTEM
17 * SERIAL NO.
18 KIT5 EA FREE FLOWING KI 1 1 3000.0000 3000.00
19 * 1 2110A COPY MACHINE
20 * SERIAL NO.
21 * 1 PART MISC PART
22 END
Warehouse 1
N'ext P'revious A'dd C'hange D'elete E'nd
Enter N to view the next screen of the invoice, if applicable. Enter P to view the previous screen of the invoice, if applicable.
Enter A to make an addition to the invoice. A new kit master item number or an additional item not part of the kit can be added here.
Enter C to change the free-flowing kit master item number or an independent invoice line. See the instructions on page 78 for changing the kit master item or an independent invoice line. See the instructions on page 82 for changing a line item that is part of the model association package.
Enter D to delete the entire kit or an independent invoice line. Individual items that are part of the kit can not be deleted in this manner. See page 80 for detailed instructions on deleting the model association package or independent invoice line. See the instructions of page 88 for deleting an item that is part of the model association package.
Enter E to end invoice entry.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Changing the Kit Master Item or Independent Invoice Line
After the free-flowing kit has been entered on the invoice, the kit master item, items in the package, and independent items can be changed. The cursor must be at the following prompt.
Next Previous Add Change Delete End
Enter C to change the kit master item or an independent invoice line. The cursor moves to the following prompt. The kit item master must first be accessed to change items that are part of the model association package.
Enter Line Number To Change Or Cancel
Enter the line number of the free-flowing kit master item number or independent invoice line. If the line number of one of the items in the package (M-line or A-line) or kit is selected, the Change Of Kit Line Item Not Allowed message displays, and the cursor returns to the Next Previous Add Change Delete End prompt. Enter C to cancel the change. The cursor returns to the Next Previous Add Change Delete End prompt.
If you select the kit master item, make any desired changes to the warehouse, item description, discount, or price. If you change the price of the kit master item, the line item total of the kit will no longer equal the kit list price (assuming that it equaled before the price change). If the prices of the items in the package are calculated based on a percentage of cost, they can be recalculated based on the new kit price. If the prices of the items are not calculated based on a percentage of cost, the prices of the kit line items have to be adjusted. Enter C at the Enter Add - Change - Delete - CR To End Change prompt. If the prices of the items in the package are calculated based on a percentage of cost, enter the line number of the M-line and carriage return through the default information. At the Enter The Price To Distribute For These Model Association Lines prompt, enter the new kit price. The individual item prices will be recalculated based on this price. If the prices of the items in the package are not calculated based on a percentage of cost, enter the line number of the desired kit line item and adjust the price so the kit line item total equals the kit list price.
If you select an independent invoice line, make any desired changes to the warehouse, quantity ordered, quantity shipped, discount, price, or cost.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Changing the Kit Master Item or Independent Invoice Line (Contd)
To access an item that is part of the package, carriage return through the kit master item line to accept the previous inputs. The cursor moves to the following prompt.
Enter Add - Change - Delete - CR To End Change
To add an item to the kit, enter A to add. An item can be added but it will not be part of the model association package. To change an item in the kit, enter the number of the line you wish to change. The selected line displays near the bottom of the screen. Change the items warehouse, quantity (if not a serialized item), price, and/or cost, if desired. To delete an item in the kit, enter D to delete.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Deleting the Kit Master Item or Independent Invoice Line
After the free flowing kit has been entered on the invoice, the kit master item (entire kit) and independent invoice lines can be deleted. The cursor must be at the following prompt.
Next Previous Add Change Delete End
Enter D to delete the kit master item or independent invoice line.
Enter Line Number To Delete Or Cancel
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 1 10/06/97 1 11 11 15 95813
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Item UM Description Ord Ship B/O Disc Price Extened
1 CSYS EA COMPUTER SYSTEM 1 1 3000.0000 3000.00
2 * 1 PII266MT PENTIUM II, 266 MHZ MINI-TOWER
3 * SERIAL NO.
4 * 1 FD FLOPPY DRIVE, 3.5 INCH HIGH DENS
5 * SERIAL NO.
6 * 1 HD-1 HARD DRIVE 1.0GB
7 * SERIAL NO.
8 * 1 KB-2 KEYBOARD, 101 KEY DELUXE
9 * SERIAL NO.
10 * 1 MODEM-1 MODEM, INTERNAL, 28.8KBPS FAX
11 * SERIAL NO.
12 * 1 MON17-1 MONITOR, 17 INCH, TRINITRON
Enter Line Number To Delete Or C'ancel 1
Enter the line number of the free-flowing kit master item number or indepedent invoice line. If the kit master item is entered, the entire kit including the model association package will be deleted. The cursor moves to the OK To Delete Yes No prompt. If the line number of one of the items in the kit is selected, the Deletion Of Kit Line Item Not Allowed message displays, and the cursor returns to the Next Previous Add Change Delete End prompt.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Deleting Item Master/Independent Invoice Line (Contd)
OK To Delete Yes No
Enter Y to delete the kit master item (including the entire kit) or an independent invoice line.
Do You Wish To Insert An Item Or Message In Its Place (Y/N)
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 1 10/06/97 1 11 11 15 95813
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Item UM Description Ord Ship B/O Disc Price Extend
1 CSYS EA COMPUTER SYSTEM 1 1 3000.0000 3000.00
2 * 1 PII266MT PENTIUM II, 266 MHZ MINI-TOWER
3 * SERIAL NO.
4 * 1 FD FLOPPY DRIVE, 3.5 INCH HIGH DENS
5 * SERIAL NO.
6 * 1 HD-1 HARD DRIVE 1.0GB
7 * SERIAL NO.
8 * 1 KB-2 KEYBOARD, 101 KEY DELUXE
9 * SERIAL NO.
10 * 1 MODEM-1 MODEM, INTERNAL, 28.8KBPS FAX
11 * SERIAL NO.
12 * 1 MON17-1 MONITOR, 17 INCH, TRINITRON
1 CSYS EA COMPUTER SYSTEM 1 1 3000.0000 3000.00
Do You Wish To Insert An Item Or Message In It's Place (Y/N)
Enter Y to replace the kit master item or independent invoice line with an item or message. If Y is entered, the cursor moves to the Warehouse # prompt. Carriage return to accept the default warehouse or enter a new warehouse. At the Item prompt enter a new item or enter MSG and input a message that will be displayed on the invoice. Enter N not to replace the deleted package or independent invoice line. If N is entered, the entire kit or invoice line is deleted, depending on your selection.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Changing Items in the Kit
Enter Add - Change - Delete - CR To End Change
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 7850 1 9/25/97 1 11 11 15 95737
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Kit Item Number: CSYS
Kit List Price: 3000.00 Line Item Total: 3000.00 Difference: .00
No Item Number Item Description Wh# PM UM Qty Price Extended
1 PII266MT PENTIUM II, 266 MHZ MINI 1 1 EA 1 2574.0000 2574.00
2 RAM16-1 RAM, 16MB - 4/4MB 72-PIN 1 1 EA 1 36.0000 36.00
3 MON14-1 MONITOR, 14 INCH, .28 DO 1 1 EA 1 153.0000 153.00
4 FD FLOPPY DRIVE, 3.5 INCH H 1 1 EA 1 36.0000 36.00
5 HD-2 HARD DRIVE, 2.0GB 1 1 EA 1 3.0000 3.00
6 KB-MS95 KEYBOARD, MICROSOFT, WIN 1 1 EA 1 3.0000 3.00
7 MODEM-1 MODEM, INTERNAL, 28.8KBP 1 1 EA 1 3.0000 3.00
8 MON17-1 MONITOR, 17 INCH, TRINIT 1 1 EA 1 3.0000 3.00
9 MOUSE-2 MOUSE, MICROSOFT 1 1 EA 1 54.0000 54.00
Enter A'dd - C'hange - D'elete - 'CR' To End Change
To change an item in the kit, enter C to change. The cursor moves to the following prompt.
Enter Kit Line Number To Change - End
Enter the number of the line you wish to change. The M-line or A-line(s) can be selected. The selected line displays near the bottom of the screen. Change the items warehouse, quantity (if not a serialized item), price, and/or cost, if desired. If you change the quantity of an A-line but not its price, the price of the item is automatically recalculated if the price is caluclated based on a percentage of cost. Entering M at the Qty prompt is not allowed. If you change the price of the M-line or an A-line and the prices of the model association items are caluculated based on a percentage of cost, the cursor moves to the following prompt.
Freeze This Price Or Calculate Based On Cost
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Changing Items in the Kit (Contd)
Freeze This Price Or Calculate Based On Cost
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 7850 1 9/25/97 1 11 11 15 95737
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Kit Item Number: CSYS
Kit List Price: 3000.00 Line Item Total: 3000.00 Difference: .00
No Item Number Item Description Wh# PM UM Qty Price Extended
1 PII266MT PENTIUM II, 266 MHZ MINI 1 1 EA 1 2.9200 2.92
2 RAM16-1 RAM, 16MB - 4/4MB 72-PIN9999 1 EA 2 38.0000 76.00
3 MON14-1 MONITOR, 14 INCH, .28 DO 1 1 EA 1 2.9200 2.92
4 FD FLOPPY DRIVE, 3.5 INCH H 1 1 EA 1 2.9200 2.92
5 HD-2 HARD DRIVE, 2.0GB 1 1 EA 1 2.9200 2.92
6 KB-MS95 KEYBOARD, MICROSOFT, WIN 1 1 EA 1 2.9200 2.92
7 MODEM-1 MODEM, INTERNAL, 28.8KBP 1 1 EA 1 2.9200 2.92
8 MON17-1 MONITOR, 17 INCH, TRINIT 1 1 EA 1 2.9200 2.92
9 MOUSE-2 MOUSE, MICROSOFT 1 1 EA 1 763.1600 763.16
No Item Number Item Description Wh# PM UM Qty Price Extended
2 RAM16-1 RAM, 16MB - 4/4MB 72-PIN 1 1 EA 2 45.0000 76.00
F'reeze This Price Or C'alculate Based On Cost
Enter F to freeze the items price at the newly-entered value. The price of the other items in the package are recalculated. Enter C to calculate the items price based on a percentage of cost. Carriage return to accept the average or last cost or change the cost, if desired. The price of the item changes to the new value. The cursor returns to the following prompt.
Enter Add - Change - Delete - CR To End Change
Carriage return to end the change of a kit line item.
Invoice Entry (Contd)
Enter Data (Contd)
Model Association (Contd)
Adding Items to the Model Association Package
Enter Add - Change - Delete - CR To End Change
Inv Cust.No. Cust.PO./Refer Class Date Disc Terms Tax1 Tax2 Slm Inv.No
Hdr 7818047 7850 1 9/25/97 1 11 11 15 95737
----- S o l d T o --------------- S h i p T o -------------------------------
MG OFFICE SUPPLIES, INC. MG OFFICE SUPPLIES, INC. S/Via U.P.S.
1250 RED CEDAR COURT 1250 RED CEDAR COURT From
P.O. BOX 1250 P.O. BOX 1250 Spec
ONALASKA WI 54650 ONALASKA WI 54650 A/R# 7818047 Co 1
-------------- P.O. Required -------------------------------------------Br 1
Kit Item Number: CSYS
Kit List Price: 3000.00 Line Item Total: 3000.00 Difference: .00
No Item Number Item Description Wh# PM UM Qty Price Extended