Program Description
The Order Header Overrides 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. In Order Entry, the Sales Contact field has been added to the Order Header File (OEHDRD). This field can be set at the override section, field 18 (see below). There is no default for this field, therefore it will be blank if not entered. This field is 25 characters long and is not printed anywhere yet, however, it can be used on Application Manager reports.
2. Field 39. Option To Suppress Printing Of Invoices/Orders (Y/N) has been added to Billing Control File Maintenance. If this field is set to Y, the Invoice Entry, Credit Memo Entry, Service Invoice Entry, and Order Entry programs will have the option to automatically mark the invoice, credit memo, or order as being printed. During invoice/credit memo printing or order printing, the invoice, credit memo, or order will not print when A for all is selected. The invoice, credit memo, or order can be printed when a group or individual invoice or order is selected. The override is field 15 in Invoice Entry and Credit Memo Entry, field 17 in Order Entry, and field 9 in Service Invoice Entry. If this field is set to N, the option will not be given to mark an invoice, credit memo or order as being printed.
3. During the override section of Invoice Entry, Credit Memo Entry, and Order Entry, a question mark can be entered at several prompts to display a pop up listing of possible choices. These prompts include tax code 1, tax code 2, city tax code, and sales rep.
4. When tax code 1 or tax code 2 is selected in the overrides in Invoice Entry, Credit Memo Entry, and Order Entry, the other tax field will change automatically. For example, if tax code 1 is changed, tax code 2 will also be changed. This is because both tax codes should be the same number.
5. The Sales Order Number field was enlarged from 6 characters to 8 characters in Invoice Entry, Credit Memo Entry, Order Entry, Order File Maintenance, Service Invoicing, and Contract Billing. This field is stored in the Invoice Header File (INVHDRD) and the Order Header File (OEHDRD).
6. An enhancement was added at the sales rep override (12) that allows the option to do a sales rep split that is not 50% / 50%. This is in Invoice Entry, Credit Memo Entry, Order Entry, Order File Maintenance, and Service Invoicing.
Enter S at the sales rep field, and the screen will display sales rep 1, sales rep 1 percentage and sales rep 2 at the bottom.
Enter a valid sales rep number 1. At the percentage field, the operator will need to 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 sales rep 1 percentage, a prompt will display for sales rep 2. The percentage for sales rep 2 is not asked. The programs will assume that 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 the program will ask for sale rep 2 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 be placed in the sales rep 1 field. This is because many reports will still use the sales rep 1 field.
Field 42. Assign Default Branch From C'ustomer, Or S'ales Rep # 1 is a new global field in Billing Control File Maintenance. 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 be overridden when the program reaches the branch prompt in the header of the invoice or order. If the operator does a sales rep split, and the branch for both sales reps are the same, the program will assume that no branch split is taking place and will set branch 1 percentage to 100 and branch 2 to 0. If this field is set to assign the branch from the Sales Rep file, and the branch is set in the header of the invoice or order, but the sales rep in the sale rep override (override #12) is changed, the branches could change to be the branches for the new sales rep. The option will be given to override the branches again.
See screen shots below:
