Schedule/Print Orders (OM33)

Schedule/Print Orders (OM33) - folder 1

Note: It is important that your inventory counts be as accurate as possible as Order Management will not allow you to drive inventory negative. If you try to force a product as shippable in OE30 and there is no stock, when you run OM33 the line will automatically be forced into a back order state.

Processing orders

This program contains the following properties:

• Last Allocation ‘Date/Time and Run By information
• Three separate list panels that display information about the orders
• Option to select an alternate warehouse
• Ability to open the Display Scheduling Queue (OM45) program

Note: OM33 and OM30 cannot be executed simultaneously for the same warehouse. If OM30 is running a message is displayed and you will need to either close OM33 or select an alternte warehouse.

When OM33 is opened the Last Allocation Date/Time and Run By information is displayed at the top left of the panel. This information identifies the last time that OM33 was executed.

1. To begin processing Orders, click on Start . OM33 runs in manual print mode which means that OM33 does not continually process orders as they are entered. You are required to 'start' the processing as needed.

   Note: Only Sales Orders allocated in Manual Allocation Override (OM30) are available for processing in OM33.

   As the orders are processed they are displayed in one of the three list boxes.

2. OM33 continuously monitors Sales Orders in the Orders Waiting on Pre-Authorization section of the screen. Orders paid by an EFT method that are not Pre-Authorized and are otherwise elegiable to print display in the Orders Waiting on Pre-Authorization section.
   • Once an Order is pre-authorized in EFT Authorizations Auto-Processor (AR38) or Process EFT Authorizations (AR39), the Order automatically moves to the 'Scheduled Orders' section as long as the Cancel button has not been selected.

   The following data is displayed in this list panel:

   • Sales Order.
   • Customer.
   • Payment Status.

     This list box can resorted in ascending or descending order by clicking on the headings in the list box.

     Note:The Payment Status may be listed as 'In Queue' that indicates that the record is waiting for a Pre-Authorization or 'Problem' that indicates the Pre-Authorization was rejected.

3. Orders that could not be schduled are listed in the Unscheduled Orders section. Only the Sales Order and Customer are listed. This list box can resorted in ascending or descending order by clicking on the headings in the list box.

   Orders are not eligible to print if:

   • The order is fully backordered.
   • The order required or earliest ship date has not been reached.
   • The order is on an regular order or Order Management hold.
   • The order is too late to ship.
   • The order is locked by another process.
   • There is no stock.
   • The order is allocated and guaranteed to a Purchase Order.
   • The order is recalled prior to OM33 being executed.
   • The order is waiting for more stock from a Purchase Order.
     • To view the reason(s) why the Order is not scheduled, double-click on the Order line in the Unscheduled Orders section. The Reasons why this order did not schedule and print window opens. The Schedule Date, Reason Code and Reason Description display on this window. To close the window, click the use the Esc key or the X at the top right of the screen. Note: In order to view the Reason window, the Start button must be available, i.e. OM33 cannot be processing Orders.

     • Orders continue to be listed in this panel until they become eligible to print. Note:Orders that are too late to ship will only print if the order number is entered in the Sales Order field on the Selection Criteria folder.

4. All Orders that are scheduled and ready to print display in the Schedule Orders section of OM33. This section displays the Order Number and Customer. The orders will naturally print in priority/required date/order date sequence but you can alter the print sequence by resorting the Sales Order or Customer column in the Print list box in ascending or descending order by clicking on the respective column heading.

5. To Print Orders listed in the 'Schedule Orders' section, click on Print.
   • The Printer Selection screen opens. Select the device destination and click OK.

   • The Report Complete screen opens when the report is generated. Enter the Acceptance Codes to accept the report, click Restart to restart the printing of the report, or click Abort to cancel the report.

   Note: If you exit OM33 while there are Orders ready to print, when you reopen OM33 a message displays informing you that there are Orders to print. New Orders are processed only once orders from a previous execution of OM30 are printed and OM30 was run again.

6. To close OM33, press the Esc key or click on the X in the top right corner of the window.

7. To change Warehouses, click Options on the menu bar and then select Warehouses. The Warehouse Selection window opens allowing you to select another Warehouse to work with.
   • This functionality does not work while OM33 is processing.

8. To open the Display Order Scheduling Queue (OM45) program, click GoTo on the menu bar and then select Display Scheduling Queue.
   • This functionality does not work while OM33 is processing.

The following table outlines the functionality of each button in OM33:

Button Label	Icon	Functionality
Start		Clicking Start populates OM33 with Sales Orders that are Scheduled and Unscheduled. When Orders are being processed, the Start button is not available. Once all of the Orders are processed, and there are no Orders waiting on Pre-Authorization, the Start button is available.
Cancel		Clicking Cancel stops Orders in the Orders Waiting on Pre-Authorization list box from being updated to the Scheduled Orders list box once the order is Pre-Authorized. Once the Start button is clicked, Orders that have been Pre-Authorized will move to the Scheduled Orders list box and the Cancel button becomes unavailable again. The Cancel button is unavailable while Orders are being processed.
Print		Prints all Orders that display in the 'Scheduled Orders' section. The Print button is only available when: There are Orders scheduled and ready to print. There are Orders waiting on Pre-Authorization and all of the Orders are processed. The orders will naturally print in priority/required date/order date sequence but you can alter the print sequence by resorting the Sales Order or Customer column in the Print list box in ascending or descending order by clicking on the respective column heading.

^{Schedule Print Orders(OM33)}