Generate New Order

• Once the new order/quote is generated, it is automatically put on a manual hold in OE30.

• The cancelled order number displays on the new order/quote as a comment line on the Lines folder of Enter Orders/Quotes (OE30): "Generated from XXXXXX-Canc."

• Note: When generating an order that includes models, only the mandatory components will be added to the new order for the model.

The following list defines every field on the Generate New Order window:

• From Order - defaults to the cancelled order number selected on the Display Cancelled Orders window. You can enter or select from the query a different archived order number as required.

• Value - displays the total value of the order including shippable, back ordered and future ordered lines.

• Customer - displays the Customer code associated with the 'From Order' number. You can enter or select from the query an alternate customer code. Depending on the status of the customer, various messages display. For more information on status', click here.
  • Note: If you enter a Customer code for an 'active' Prospect, you must select the 'Quote' option from the drop list in the 'Generate' field prior to generating a new document. If you do not do this, the 'create_out' message displays a message that includes the following information: "Only quotes are allowed for Prospect type accounts. The following order was not generated ... OK/Copy". Click OK to clear the message window and select the proper options to create the document from the cancelled order. You cannot create quotes from cancelled orders for Prospects with a status of 'Delete' or 'Archive'.

• Ship To - defaults to the Ship To entered on the original archived order in OE30. You can specify an alternative Ship To for the new order/quote, as required.
  • The 'Ship To' field on the Generate New Order window functions exactly the same as the 'Ship To' field on the General folder. For more information, see the Ship To section in the OE30/General folder help.

  • When the 'Ship To' field is changed, there is a possibility that the Tax Jurisdiction of the new Ship To Address is not the same as the original transaction. If the Tax Jurisdiction is not the same, the following message displays: "You are about to change the Header Tax Group code from old tax group name to new tax group name. How do you wish to update your current detail lines with the new Tax Group Code? Note: Tax Exceptions rules as defined in IN07 will still be applied. All Lines/Keep Override/Cancel".
    • Select All Lines to update all lines, including those flagged as override in the Tax Group section of the 'More Detail Data' window, to the Tax Group associated with the new Ship-To location.
    • Select Keep Override to update all lines, except those lines flagged as Override in the Tax Group section of the 'More Detail Data' window, to the Tax Group associated with the new Ship-To location.
    • Select Cancel to cancel the request and the Tax Group field remains unchanged.

• Priority Order - the Priority Order check box is only available if Order Management is in use for Order Control and if the Operator logged into Enterprise has 'Priority Order Access in OE30' selected in Mntn Operator Passwd/Privilege (CC03). When this check box is selected the order will gain a higher priority for product allocation when Manual Allocation Override (OM30) is executed.
  • Note: Orders flagged as Priority Orders still under go the checks set in the Order Management Threshold Percent table. For more information on the Threshold Percent table set up in Company Control Initialization (CC00/Order Entry/Order Management Parameters), click here.

• Retain Prices - when this check box is selected, the original prices from the order/quote are retained for the generated order/quote. When this check box is not selected, the current prices for the products on the order/quote are used.

• Change Quantities - when this check box is selected, the Quantity field for the line currently selected in the list box becomes available for edit. You can edit all prices on the order as required. When this check box is not selected, the quantities from the original order are included on the generated order.

• Retain Campaign - this field is available when the CRM module is initialized. If a Campaign is entered on the original order, the check box is selected and the original Campaign code displays. If a Campaign code was not selected on the original order, the check box is inaccessible but you can select a Campaign from the query.
  • Note: If you select a Campaign that contains start and end dates outside of the current date, the following message displays: "Campaign XXXXXXXX is only available from mm.dd.yy though mm.dd.yy. OK". Click OK to close the message window. You must reopen the query and select a Campaign with a valid date range.

• Retain Trade Show - this field is available when the CRM module is initialized. If a Trade Show is entered on the original order, the check box is selected and the original Trade Show code displays. If a Trade Show code was not selected on the original order, the check box is inaccessible but you can select a Trade Show from the query.
  • Note: If you select a Trade Show that contains start and end dates outside of the current date, the following message displays: "Trade Show XXXXXXXX is only available from mm.dd.yy though mm.dd.yy. OK". Click OK to close the message window. You must reopen the query and select a Trade Show with a valid date range.

  Note: If an older order containing Campaign and/or Trade Show codes is generated using the Generate New Order function, the dates of the Trade Show and/or Campaign are checked against the current order date. If the dates of the Campaign/Trade Show are outside of the current date, the Campaign/Trade Show information is removed from the new order.

• Generate - select the type of 'document' you want to generate from the current information. The drop list contains the following options:
  • Order
  • Quote

• Payment Method - this field defaults to 'ON ACCT' for all generated orders/quotes. You cannot modify this field in OE46. If you wish to change the payment method, you may do so in OE30 once the new order/quote is generated.

• AR Terms - this field defaults to the terms code entered on the original order. Enter or select from the query a new terms code as required.
  • Note: If the Terms Code on the cancelled order was set to an EFT terms code, the following message displays: "Order xxxxxx has a Terms Code of EFT set up for EFT only. Orders generated by this program are always set to ON ACCT, therefore you must choose another Terms Code for this order. OK". You must select an alternate terms code; you can make the necessary changes in OE30 once the new order/quote is generated.

• Tax Group - defaults to the Tax Group code from the original order. Enter or select from the query an alternate Tax Group for the new order/quote, as required. The Tax Group of a transaction determines how Enterprise's Tax System assesses the transaction. The Maintain Tax Groups (IN06) program is used to create Tax Groups, which can contain no taxes, a single tax, or a collection of taxes. The Maintain Tax Codes (IN05) program manages the individual taxes contained in the Tax Group. For an overview of the Tax set up in Enterprise, click here.

• The Date Required, Earliest Receipt Date and Cancellation Date are used differently for scheduling/printing orders depending on whether you are using Order Management for order control or not. However, these fields do include the following characteristics regardless of which method you are using for order control:
  • Date Required
    • Defined as the date the customer requires the product(s).
    • Defaults to the current Enterprise system date.
    • You can edit this field. This date can be equal to or greater than the Order Date, but cannot be more than 2 years into the future.
    • Modifying the Required Date automatically sets the Earliest Receipt Date to the same date.

  • Earliest Receipt Date
    • Determines the earliest date the customer will accept receipt of the product(s).
    • Defaults to the current Enterprise system date.
    • You can edit this field. This date can be equal to or greater than the Order date but cannot be greater than the Date Required.

  • Cancellation Date
    • Indicates when the customer will no longer accept the goods.
    • Defaults to 2 years from the current Enterprise system date. This date cannot be less than the Required Date.

  For more details on using these dates with and without Order Management, click here.

• Customer PO - defaults to the Customer PO from the original order. You can enter an alternate Customer PO, as required.

• Store - defaults to the Store from the original order. You can enter an alternate Store, as required.

• Department - defaults to the Department from the original order. You can enter an alternate Department, as required.

• List Box - the list box displays the Detail Lines that will be copied from the order to the new order/quote. The list box includes the Line number, Product code, Quantity, Price Per and Discount for each line on the archived order.
  • When 'Change Quantities' is enabled, the list box can be used to select product lines for modification by double-clicking the line in the list. If you change the quantity of a Detail Line and want to revert to the original Quantity, double-click on the line in the list box and click Reset Line to reset the Quantity back to the original Quantity.

  • You must click on Submit for each Detail Line modified, if you wish to keep the changes.

• Quantity - displays the Quantity of the currently selected Detail Line. When 'Change Quantities' is selected, you can use this field to enter a new Quantity.
  • If you have changed the Quantity of a Detail Line and wish to revert to the order's original Quantity, double click on the appropriate line in the list box and click Reset Line.

  • If you enter a Quantity of Zero, the line is not copied over to the new order/quote.

  • You must click on Submit for each Detail Line modified, if you wish to keep the changes.

The following table outlines the functionality of each button on the Generate New Order window:

Button Label	Icon	Functionality
Start Generate		Generates the new order/quote and deletes the current order from OE46. When the Generate process is complete, the following message displays: "Order xxxxxx created with ## lines. OK". Click OK to close the message window. You can now go to OE30 and open the new order/quote.
Clear		Clears all fields allowing you to enter a new a new cancelled order number.
Submit		This button is activated when the 'Change Quantities' check box is selected. When the quantity for a product detail line is changed, click Submti to update the new quantity for the order/quote.
Reset Line		Resets the quantity for the currently highlighted line in the list box back to the original quantity on the order.

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