• Options
• Goto
• Tools

The following list defines the contents of each menu:

• The Options menu contains the following option:
  • Compliances - When selected the ‘Customer/Ship To Compliances’ window opens. This window, by default, displays the Customer/Ship To Compliance and Product Compliance information for the current invoice/credit note in Summary. You can change the ‘Display Type’ to Detail to display the detail text of the displayed Compliances.

    This information is maintained in the Customer/ShipTo Compliance (OE08) program. For more information about this program click here.

    
    ^{Compliance option}
    

• The Goto menu contains the following options:
  • Customer Inquiry – When selected the Customer Inquiries (SU45) panel opens on the Contacts (C1) folder.

    For more information about the SU45/C1 folder click here.

  • Customer Orders - When selected the Customer Inquiries (SU45) panel opens on the Order/Quotes/Invoices (I1) folder.

    For more information about the SU45/I1 folder click here.

  • Product Inquiry - When selected the Display Product Availability (IC45) panel opens on the Purchase Orders (C1) folder. Note: Opening this option from the ‘Lines’ folder in IN41 automatically displays the selected Product code in the ‘Product’ field of the C1 folder. If you select this option from any other folder in IN41 (or a product is not selected on the ‘Lines’ folder) the C1 folder still opens but the Product field is blank.

    For more information about the IC45/C1 folder click here.

  • Invoices History - When selected the Display Product Availability (IC45) panel opens on the Invoice Lines By Customer (I2) folder. Note: Opening this option from the ‘Lines’ folder in IN41 automatically displays the selected Product code in the ‘Product’ field and the Customer Code in the ‘Customer’ field in the of the I2 folder. If you select this option from any other folder in IN41 (or a product is not selected on the ‘Lines’ folder) the I2 folder still opens, however, the Product field is blank but the Customer is displayed in the ‘Customer’ field.

    For more information about the IC45/I2 folder click here.

  • Price Inquiry - When selected the Customer Inquiries (SU45) panel opens on the Pricing and Costs (R1) folder. Note: Opening this option from the ‘Lines’ folder in IN41 automatically displays the selected Product code in the ‘Product’ field and the Customer Code in the ‘Customer’ field in the of the R1 folder. If you select this option from any other folder in IN41 (or a product is not selected on the ‘Lines’ folder) the R1 folder still opens, however, the Product field is blank but the Customer is displayed in the ‘Customer’ field.

    For more information about the SU45/R1 folder click here.

• The Tools menu contains the following options:

• Generate Contract - This option is only available if you have the Contracts option installed on your Enterprise system. When this option is selected the Select Invoice Lines for Contract Generation window displays. The following defines every field and button in this window:
  • Invoice - Displays the current Invoice number.

  • Order - Displays the Order number associated with the Invoice number.

  • Customer - Displays the Customer code entered on the Invoice. The name of the customer displays to the right of the Customer code.

  • Create Separate Contract For Each Equipment Piece? - When this check box is selected separate contracts will be generated in the Contract Maintenance (CT30) program for each piece of listed equipment.

  • List box - Displays the Line number, Product code, Product Description and Quantity of products entered in IN41. You can select specific lines that you wish to create contract for by double clicking on the line.

  • Clear Selections - The Clear Selections button clears the section of all criteria.

  • Select All - The Select All button automatically selects all of the lines listed in the list box.

  • Next - The Next button opens the ‘Generate Contracts’ window. Note: You must select as least one detail before you can continue generating contracts. If no details are selected the message ‘No Invoice detail lines have been selected, please one or more detail lines before continueing to the next part of the contract generation. OK’ displays. Click the ‘OK’ button to clear the message and select at least on detail line.

    
    ^{Compliance option}
    

    The following defines every field and button in the Generate Contracts window:

    • Invoice - Displays the Invoice number entered in IN41.

    • Order - display the Order number associated with the Invoice number.

    • Ship To - Displays the Ship To code associated with the Customer entered on the Invoice.

    • Customer - Displays the Customer code associated with the invoice. The Customer name displays to the right of the Customer Code.

    • Sales Office - By default the Sales Office selected for the invoice displays. You can enter or select an alternate Sales Office from the query.

    • Each Item as Separate Contract? - This check box is automatically selected if you have selected the ‘Create Separate Contract For Each Equipment Piece?’ check box on the ‘Select Invoice Lines for Contract Generation’ window and cannot be changed.

    • Sort by - The Sort by drop list offers 2 methods in with to sort the items in the list box:
      • Invoice Line Number
      • Product

    • Line# - Displays the line number for the current record.

    • Index - Displays the Index associated with the line. An index number is assigned to each quantity of 1 for each line. For example: If you have entered a detail line for a product with a quantity of 10 in IN41 you would see the product listed 10 times in the list box each with a unique index. This allows you to enter a serial number for each piece. Contracts allow you to enter Serial numbers for products even though they may not be flagged as serialized in the Maintain Product Master (IM13) program.

    • Product - Displays the Product code for the current record.

    • Serial - Enter the Serial Number associated with the product/index. This is not a mandatory field.

      If you enter a serial number for a product that is not serialized or the product/serial combination is not on file the message ‘This PRODUCT & SERIAL are not on file! OK to continue? Yes/No’ displays. Click ‘Yes’ to accept the entered serial number or click ‘No’ to reject entry.

      If you the product /serial number combination already exists on a Contract the message ‘The following contract(s) exist with this product + serial: XXXXXXX. Do you wish to continue? Yes/No’ displays. Click ‘Yes’ to continue the action or click ‘No’ to reject the action.

    • Update - The Update button updates the current record.

    • Delete - The Delete button deleted the current record.

    • New - The New button clears all of the input fields.

    • Refresh List - The Refresh List button refreshes the list box.

    • Generate Contract(s) - The Generate Contract(s) button opens the Maintain Contracts (CT30) program and automatically generates contracts according to the selected options and lines. Note: If you have entered the same serial number for the same product the message ‘Line: XXX Index X Product XXXXXXXXX Has the same serial number as Line: YYY Index Y. Please change one of the serial numbers. OK’ displays. Click ‘OK’ to clear the message and make the necessary modifications.

    
    ^{Generate Contracts}
    

  • The Product Labelling option opens the Print Product Labels (IM42) panel. This panel automatically display all of the products in entered on the Lines folder of IN41.

    For more information about the IM42 click here.

    
    ^{Print Product Labels}