Company Control Initialization (CC00)

Order Entry/Order Management - General Settings Folder

The list below defines every field on the General Settings folder:

• Allocate from Components - When this check box is selected both the components and the set header for Assembled Sets will be allocated as entered in Enter Orders/Quotes (OE30) when Manual Allocation Override (OM30) is executed. If the check box is not selected only the Assembled Set header will be allocated even if the stock was entered as picked from components on the order.

  Note: The default for Allocate from Components is selected or checked.

• Allocate to Sales Orders by - There are two selections available from the dropdown list:
  • Order Priority + Order Date - Sales Orders will be allocated by Order Priority by Order date.

  • Order Priority + Required Date - Sales Orders will be allocated by Order Priority by the Orders' Required Date.

  The Default setting is Order Priority + Order Date.

• Allow OM33 to over-schedule EFT lines? - This checkbox sets the default control to define whether orders that have EFT payments will be scheduled when the number of lines entered in Schedule/Print Orders (OM33/Criteria Selection folder) is exceeded.

  Initially this flag is unchecked. The selection made here will be the default for the Allow Over-Scheduling of EFT lines check box in OM33/Selection Criteria folder, but can be overridden on a per-schedule basis in OM33.

  Example 1: Allow OM33 to over-schedule EFT lines is selected:

  There are 4 orders that have been allocated:

  • The first order has a Payment Method of On Account.
  • The second order has an EFT payment method.
  • The last two orders have a Payment Method of On Account.

  Each order contains 4 shippable lines.

  You enter 12 in the Number Lines to Schedule in OM33/Selection Criteria folder. The Allow Over-Scheduling of EFT lines check box is selected.

  When you return to the OM33/Schedule/Print Orders folder and click the Start button, all four orders will be scheduled. The three orders with the Payment Method of On Account will be listed to the Scheduled Orders list box and the order with the EFT Payment Method will be listed in the Orders Waiting for Pre-Authorization. Even though only 12 lines were entered to be scheduled, the EFT order will be included giving you sixteen scheduled lines.

  Once the order is Pre-Authorized in AR39 or AR38 it will be automatically be listed in the Scheduled Orders list box.

  Example 2: Allow OM33 to over-schedule EFT lines is NOT selected:

  There are 4 orders that have been allocated:

  • The first order has a Payment Method of On Account.
  • The second order has an EFT payment method.
  • The last two orders have a Payment Method of On Account.

  Each order contains 4 shippable lines.

  You enter 12 in the Number Lines to Schedule field in OM33/Selection Criteria folder. The Allow Over-Scheduling of EFT lines check box is not selected.

  When you return to OM33/Schedule/Print Orders folder and click the Start button, only the first 3 orders will be scheduled. The two orders with the Payment Method of On Account will be sent to the Scheduled Orders list box and the order with the EFT Payment Method will be displayed in the Orders Waiting for Pre-Authorization. Since the three orders scheduled total 12 lines no other orders will be scheduled.

  Once the order is Pre-Authorized in AR39 or AR38 it will be automatically be listed in the Scheduled Orders list box.