Program Description
The Order Header program is used in conjunction with the Order Entry program (OE-1-1). It displays various information pertaining to customers, terms, ship via, sales reps, and branches associated with orders to customers.
Rev 13 Changes
1. During the header portion of Invoice Entry, Credit Memo Entry and Order Entry, the operator can now enter a question mark at the sales rep prompt. A pop up inquiry will be displayed to show all valid sales reps/technicians. For each sales rep/technician, the number, name and branch number will be displayed.
See the sample below:
2. An enhancement was added that allows the option to do a sales rep split that is not 50% / 50%. This is for Invoice Entry, Credit Memo Entry, Order Entry, Order File Maintenance, and Service Invoicing.
Enter S at the sales rep field, and sales rep 1, sales rep 1 percentage, and sales rep 2 will be displayed at the bottom of the screen.
Enter a valid sales rep number 1.
At the percentage field, enter a percentage between 1 and 100. The default for the sales rep 1 percentage field will be 50 %. If 100 is entered, the program will assume no split is being done, and will not prompt for sales rep 2. If a number less than 100 is entered at the sales rep 1 percentage, a prompt for sales rep 2 will display. The percentage for sales rep 2 is not prompted. The programs will assume that the percentage will be 100 minus the sales rep 1 percentage. Sales rep 1 and sales rep 2 can not be the same number. If this is attempted, a message will be displayed and a prompt for sales rep 2 will display again.
Currently, this percentage split will only be used by the three commission reports on the Sales Reports Menu in Billing. The sales rep 1 percentage is a new field. It will be stored in the Invoice Header file (INVHDRD), Order Header File (OEHDRD), Invoice Line Item File (INVLID), Order Line Item File (OELID), Sales Analysis File (SALID), and Sales History File (SHHIST.DT).
Note: Contract Billing will not do a sales rep split. It will assume the sales rep 1 percentage is 100 and sales rep 2 is 0. Also, it is recommended that the sales rep with the larger percentage is placed in the sales rep 1 field. This is because many reports will still use the sales rep 1 field.
3. A new global field has been added to Billing Control File Maintenance, which is field 42. Assign Default Branch From C'ustomer, Or S'ales Rep # 1. If this field is set to C, the program will work the same as prior to Revision 13. The branch will default to the branch in the Customer File (CUSTD). If this field is set to S for sales rep, the branch will default to the branch stored in the Sales Rep File (SLMD) instead of the Customer file (CUSTD). If the sales rep is overridden, the branch number default will change automatically. If a sales rep split is performed, the program will check the branch number for both sales reps. If they are different, a branch split will be performed with a branch 1 percentage of 50. This can then be overridden when the program reaches the branch prompt in the header of the invoice or order. If a sales rep split is performed and the branch for both sales reps are the same, the program will assume no branch split is taking place and will set branch 1 percentage to 100 and branch 2 to 0.
4. At the Branch field, a branch split can now be performed. This is in Invoice Entry, Credit Memo Entry, Order Entry, Order File Maintenance, and Service Invoicing.
Enter S at the branch prompt. Branch 1, branch 1 percentage and branch 2 prompts will display at the bottom of the screen.
Enter a valid branch number 1.
At the percentage field, enter a percentage between 1 and 100. The default for the branch 1 percentage field will be either 100 % or 50 %. If the global field is set to the default branch from the sales rep file and a sales rep split was performed, the branch 1 percentage will default to 50%, otherwise the default will be 100 %. If 100 is entered, the program will assume no split is being done, and will not prompt for branch 2. If a number less than 100 is entered at the branch 1 percentage, branch 2 will be prompted. The percentage for branch 2 is not prompted. The programs will assume that the percentage will be 100 minus the branch 1 percentage. Branch 1 and branch 2 can not be the same number. If this is attempted, a message will be displayed and the program will prompt for branch 2 again.
Currently, this percentage split will only be used by the Branch Item Sales Report on the Sales Reports Menu in Billing. The branch 1 percentage and branch 2 are new fields. These will be stored in the Invoice Header file (INVHDRD), Order Header File (OEHDRD), Invoice Line Item File (INVLID), Order Line Item File (OELID), Sales Analysis File (SALID), and Sales History File (SHHIST.DT).
Note: Contract Billing will not perform a branch split. It will assume the branch 1 percentage is 100 and branch 2 is 0. Also, it is recommended that the branch with the larger percentage be placed in the branch 1 field. This is because many reports will still use the branch 1 field.
5. Branch per line item is a new enhancement that has also been added, which is Field 43. Override Branch By Line Item (Y'es,N'o,P'er Invoice/Order) in Billing Control File Maintenance. This is in Invoice Entry, Credit Memo Entry, Order Entry, Order File Maintenance and Service Invoicing. If this field is set to Y, the programs will assume that the branch should be asked per line item on the order or invoice. If this global option is set to N, the program will assume that branch per line item is not being done. If this global option is set to P, a prompt will be displayed in the header of the invoice or order to determine if the branch per line item should be activated. (See the screen sample below). Branch per line item will normally default to the branch (or branches and percentage if a split was done) that was entered in the header of the invoice or order. If this global field is set to have the branch default to the sales rep entered and sales rep and branch are both being entered per line item, the branch default in the line item may change if the sales rep numbers change. The branches entered in the line items will be used by the Branch Item Sales Report on the Sales Reports menu in Billing. The Sales by Branch Invoice Number Report on the Sales Reports menu in Billing will have the option to use branch 1 from the header of the invoice, or branch 1 from the line items. It does not have the logic to perform a branch split. This report is used for reconciling and it would be difficult to do that if the invoice is split among different branches.
